Timothy Mccleerey is a financial advisor with Ameriprise in Woodbridge, VA, holding a Series 66 designation and 15 years of industry experience. He has worked with Ameriprise and its affiliate since 2012. He is also employed by Certainty of the Uncertainty, LLC, an advisor-owned entity established to manage his practice. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports delivered in partnership with its financial advisors.

Terrance Blount is a financial advisor with Equitable Advisors in Dumfries, VA, holding Series 63 and Series 65 credentials and 44 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Axa Advisors, LLC for 21 years. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, offering financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm utilizes third-party asset managers and advisory programs to implement investment strategies across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Kathleen Catts is a financial advisor at Merrill with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill since 2007. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jonathan Winston is a CFP® and holds a Series 66 license with Edward Jones, where he has worked for 10 years. His tenure at Edward Jones spans his entire industry experience since 2016. Outside of his advisory role, he serves as a co-trustee for a trust in Gainesville, VA, and participates on the finance committee of Lake Ridge Baptist Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide array of investment advisory programs. The firm manages over $1 trillion in assets through a large network of financial advisors and offers discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Bradley Booth is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs and investment options, supported by a nationwide network of approximately 23,701 financial advisors.

Thavanh Xayarath is a financial advisor at LPL Financial with a Series 66 credential and three years of industry experience. Prior to joining LPL Financial in 2025, he worked at Verizon Wireless for six years and serves in the Indiana Army National Guard. His outside business activities include ongoing service with the National Guard Bureau. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice and account management delivered primarily by its network of investment adviser representatives.

Justin Quillen is a financial advisor with Edward Jones in Nokesville, VA, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2020, he worked at Valic Financial Advisors, Inc. and spent 17 years with the Transportation Security Administration. Outside of his advisory role, he is involved in real estate through managing rental properties and a house-flipping business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Bryce King is a financial advisor at Ameriprise in Lake Ridge, VA, holding a Series 66 designation. He began his advisory career in 2025 with Whitlock Wealth of Ameriprise Financial, LLC. Prior to this, King has experience in real estate and promotional businesses, as well as roles at Christopher Newport University and Chesapeake College. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to develop tailored, written recommendation reports delivered through a centralized consulting team.

Ryan Dillard is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. Prior to joining Edward Jones, he worked for Science Applications International Corporation from 2004 to 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, under a fiduciary standard.

Amante Decastro is a Series 66-licensed financial advisor with Ameriprise in Woodbridge, VA, and has 22 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering specialized retirement income planning services focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Bennett Whitlock III is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has been with Ameriprise Financial Service, LLC since 1993 and worked with Ameriprise Financial Services, Inc. for 15 years. Outside of advising, Whitlock holds ownership interests in a co-working space and a commercial real estate partnership, and serves on the boards of the Manassas Ballet Theatre and the Prince William County Chamber of Commerce. Ameriprise offers retirement-income planning services targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to create tailored income strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Rodney Willyerd is a CFP® professional at Edelman Financial Engines with 13 years of industry experience. He has worked at TD Ameritrade, Charles Schwab and Co., Inc., and Financial Engines Advisors L.L.C. prior to his current role. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a committee-driven modeling process with planner delivery and online tools, offering diversified portfolios, periodic rebalancing, and both discretionary and non-discretionary investment solutions.

Abhijit Basu is a financial advisor at Edward Jones in Woodbridge, VA, holding a Series 66 designation with one year of industry experience. He is also the founder and president of Basu Strategies, Inc., a consulting business advising companies on public policy issues. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Charles Sisson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory work, he serves as power of attorney for his parents on investment-related matters. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets, offering both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Justin Simoni is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and previously worked at BB&T Bank for six years before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Mark Teodosio is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes 24 years at Waddell & Reed, Inc. and various insurance carriers before joining LPL Financial in 2019. He is also licensed as a non-variable insurance agent in Southeast Virginia. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions, including model portfolios, third-party asset management, and institutional platforms.

Stephen Sopko is a financial advisor with Wells Fargo Clearing in Woodbridge, VA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a power of attorney and trustee for his parents’ trusts. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and third-party sources to support its investment approach.

Noah Lester is a Certified Financial Planner (CFP®) with 20 years of industry experience, currently serving as a financial advisor at Edward Jones since 2006. He is based in Stafford, VA, and holds Series 63 and Series 66 licenses. Outside of his advisory role, he is a board member at Crossroads Vineyard Church in Fredericksburg, VA. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment options, supported by a nationwide network of more than 23,700 financial advisors.

Regina Bennett is a Series 66 licensed financial advisor with Wells Fargo Clearing Services, LLC, where she has worked since 2017. She has 21 years of industry experience, including nine years with Wells Fargo Bank NA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions.

Richard Levy is a Series 66-licensed financial advisor with Equitable Advisors in Woodbridge, VA, with 27 years of industry experience. He has worked at Equitable Advisors since 2010 and previously at Axa Advisors and Medallion Advisory Services. In addition to his advisory work, he is an independent certified public accountant. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs delivered through a network of Investment Adviser Representatives and third-party asset managers.