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.

Juan Uribe is a financial advisor with Primerica Advisors in Springfield, VA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1994. Outside of his advisory role, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm uses third-party asset managers and offers a wrap-fee structure with an operational model that includes ongoing oversight of manager selection.

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 in Woodbridge, VA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as power of attorney for both of his parents. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines research from the Wells Fargo Investment Institute with diversification principles and modern portfolio theory in its investment approach.

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.

Phillip Grissom is a financial advisor with Primerica Advisors in Manassas, VA, holding Series 63 and Series 65 licenses and seven years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2019 and also has a longstanding career with U.S. Customs and Border Protection since 2004. Outside of advisory activities, he is involved in sales of home security and automation products through affiliated companies. Primerica Advisors is a large-scale institutional firm that sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm primarily delivers advisory services through model-based strategies created by unaffiliated managers, supported by BNY Mellon Advisors and Pershing for trade execution and custody.

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.

Kyle Bell is a financial advisor with Primerica Advisors in Springfield, VA, holding a Series 66 license and 16 years of industry experience. His background includes roles at PFS Investments Inc. and Primerica Financial Services, alongside service in the Army National Guard and Kansas Army National Guard. Outside of advisory work, he is involved with St. Barbara LLC in Arlington, Virginia. Primerica Advisors offers a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates through a large network of advisors who utilize model-delivery strategies managed by third-party asset managers, supported by Pershing for custody and trade execution.

Stephen Sopko is a financial advisor with Wells Fargo Clearing based in Woodbridge, VA. He holds Series 63 and Series 65 licenses and has 21 years of industry experience, including over a decade at Wells Fargo Clearing and more than 20 years with Wachovia Bank, N.A. In a personal capacity, he serves as a power of attorney and trustee for family trusts. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs more than 14,000 financial advisors, offering both brokerage and advisory solutions supported by research and analytics.

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 financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 22 years of industry experience. She has previously worked at Merrill, Banc of America Investment Services, Quick & Reilly, and UBS Financial Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Cillian Tyrrell is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked previously at Navy Federal Credit Union and ICS Financial, among other roles. J.P. Morgan Securities provides institutional consulting services focused on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm’s advisory process combines quantitative screens and qualitative research to develop model asset allocations and incorporates broader derivatives and commodities capabilities through its regulatory registrations.

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.

Aurora Mcnear is a financial advisor with Primerica Advisors in Alexandria, VA, holding Series 63 and Series 65 licenses and over 30 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 1995. Outside of her advisory role, Mcnear is President and CEO of Global Recruitment LLC, a business that recruits international teachers. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.