Zack Capozza is a financial advisor with Edward Jones in Fredericksburg, VA, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2024, he worked at Merrill Lynch for four years and held roles at General Nutrition Center, Masco, and Meadows Farms Golf Course. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets through a nationwide network of advisors, offering a range of advisory programs and investment solutions under a fiduciary standard.

August Adriani is a financial advisor at Edward Jones with two years of industry experience and holds a Series 66 designation. Prior to joining Edward Jones in 2024, he worked at Allstate, Coldwell Banker Elite, and Geico. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs and investment strategies with a fiduciary standard and supports its services through a nationwide network of financial advisors and branch offices.

Kristopher Klontzaris is a financial advisor with LPL Financial in Fredericksburg, VA, holding a Series 66 designation and seven years of industry experience. Prior to joining LPL Financial in 2026, he worked at Edward Jones for seven years and has background experience in the automotive and banking sectors. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, and access to third-party asset management, supported by a large network of investment adviser representatives.

Devin Bateman is a financial advisor at Edward Jones in Fredericksburg, VA, holding a Series 66 designation. He has been with Edward Jones since 2026 and has previous experience in education and other roles dating back to 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its large network of advisors and branches as well as affiliated services such as a trust company and securities-based lending.

Joseph Lanford Jr. is a financial advisor at Edward Jones in Fredericksburg, VA, holding a Series 66 credential with two years of industry experience. His prior work includes roles at Atlantic Union Bank, American Financial Network, Union Home Mortgage, and Stearns Lending. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of advisors and branch offices. The firm offers a range of advisory programs and strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

William Mears is a financial advisor with Equitable Advisors in Fredericksburg, VA, holding a Series 66 designation and 11 years of industry experience. He has been with Equitable Advisors since 2015 and previously worked at Axa Advisors, LLC. He maintains a client resource website approved by Equitable. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives. The firm’s approach involves assessing client information and risk tolerance to match clients with program models or discretionary managers, utilizing both proprietary and third-party solutions.

Stephen Salley is a financial advisor with LPL Financial holding Series 63 and Series 65 licenses and 25 years of industry experience. His prior roles include positions at Morgan Stanley, Citigroup Global Markets, Legg Mason Wood Walker, Wells Fargo Clearing, and Prudential Equity Group. He also operates Salley Wealth Management LLC as a DBA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, with advice delivered through a large network of investment adviser representatives using various investment strategies and operational tools.

Jonathan Brennan is a financial advisor at OSAIC with 13 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Fsc Securities Corporation and BJ's Wholesale. He is also active as an insurance agent, providing life and long-term care insurance services through Dominion Eagle Advisor Group. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party solutions to manage a variety of investment portfolios.

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.

Franisha Mootz is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and six years of industry experience. Her background includes roles at Bank of America, N.A., and J.P. Morgan Securities LLC. Outside of finance, she has experience in direct sales with companies such as Younique Products and Optavia. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with affiliated brokerage, distribution, and investment management capabilities.

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.

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.

Shawn Lenahan is a financial advisor at Fidelity with 18 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wachovia Bank, N.A. He serves as Treasurer for the Irish Cultural Center of Virginia, Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Douglas Cooper is a financial advisor with Raymond James & Associates in Fredericksburg, VA, holding Series 63 and Series 65 credentials and possessing 35 years of industry experience. He has been with Raymond James & Associates since 2006. Outside of advisory work, he serves as a committee member on the Colonial Beach Economic Development Committee, advising on revitalization efforts for his hometown. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research support.

William Cooper is a financial advisor with Raymond James & Associates in Fredericksburg, VA, holding a Series 66 designation and 15 years of industry experience. He has been with Raymond James since 2010. Outside of his advisory role, he assists with financial management and decision-making for Elly Poston Interiors, a business run by his spouse. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser serving a broad client base including individuals, institutional investors, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting, utilizing a range of portfolio management styles supported by in-house research and affiliated sub-advisers.

Jacob Normand is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works with individuals, families, and business owners to help bring structure and confidence to their financial lives by combining modern tools, data-driven insights, and thoughtful investment strategies with a personal, relationship-first approach. Jacob's expertise includes college education planning, personal retirement planning, small business strategies, socially responsible and ESG investing, and retirement income. He focuses on helping clients make informed decisions across all areas of their financial picture with plans tailored to reflect what matters most to each client. He holds a Bachelor's Degree from the University of Mary Washington and has earned the designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Beyond his professional work, Jacob is involved in his community through the Spotsylvania County Little League and has personal interests in baseball, music, and writing.

Ryan Hill is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Fidelity, Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wachovia Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios consisting of mutual funds, ETFs, and ETPs.

Aaron Blackburn is a Financial Advisor at Merrill Lynch Wealth Management. He works with individuals, families, and businesses to help them achieve their financial goals through tailored strategies and personalized guidance. Aaron provides comprehensive financial planning, investment management, and risk mitigation solutions aligned with his clients' unique objectives. With over eight years of experience in the financial industry, Aaron specializes in areas including divorce transition planning, education planning, family wealth management strategies, institutional and corporate benefit services, legacy planning, managing new wealth, personal retirement planning, sports and entertainment, tax minimization, and retirement income. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's degree in Economics from Christopher Newport University. Outside of his professional work, Aaron enjoys cooking, golfing, pickleball, reading, and watching movies.

David Ross is a financial advisor with Edward Jones in Fredericksburg, VA, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, Ross serves as an assistant varsity basketball coach for Spotsylvania County Public Schools. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm offers a range of discretionary and non-discretionary investment strategies and maintains a large network of financial advisors and branch offices across the country.

Jack Pagan is a financial advisor with J.P. Morgan Securities in Fredericksburg, VA. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior work includes roles at Wells Fargo and JPMorgan Chase Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework for its recommendations.