Brian Bausman is a financial advisor at Ameriprise with 27 years of industry experience. He has held various roles within Ameriprise since 2005. Outside of his advisory work, he manages a small non-investment business activity. Ameriprise is a large institutional firm that offers a retirement-income planning service targeting individuals with at least $1 million in investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports, with a focus on assets held in Ameriprise-managed accounts.

Jeremy Noel is a financial advisor at Edward Jones with seven years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Edward Jones in 2019, he worked at Oak View National Bank and Tri-County Feeds, Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm operates under a fiduciary standard and maintains a large network of advisors and branch offices nationwide.

Julie Anne Lewis is a Series 66-licensed financial advisor with 25 years of industry experience. She currently works at RBC Capital Markets and previously held roles at Kestra Investment Services, LLC and Kestra Private Wealth Services, LLC. Outside of her advisory role, she serves as Co-Chair of the Northern Virginia Student Visionary of the Year campaign for The Leukemia & Lymphoma Society. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs with tailored strategies using a combination of in-house and third-party managers, along with a range of portfolio management and financial planning services.

Noble Canterbury is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. Prior to entering the financial services field, he worked in education for over a decade, including roles at Prince William County Public Schools and Randolph-Macon College. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options and access to third-party managers, supporting both discretionary and non-discretionary accounts.

Jessica Ashby is a CFP® designated financial advisor with 19 years of industry experience. She has worked at Edward Jones since 2021 and previously held positions at LPL Financial, infinex Investments, Inc., and The Fauquier Bank. Ashby serves as Treasurer for the Mental Health Association of Fauquier County, where she presents financial statements to the board. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates a large nationwide network of advisors and branch offices.

Josephine Yeboah is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Her prior work includes roles at Bank of America, N.A., Old Dominion University, and lower.com. Merrill, together 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.

Christopher Marcoux is a financial advisor with Ameriprise in Gainesville, VA, holding Series 63, 65, and 66 licenses and having eight years of industry experience. He previously worked at Edward Jones for six years, FVCbank for one year, and Sandy Spring Bank for two years. Marcoux also owns Mullinax LLC, through which he manages his Ameriprise business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement income planning advice based on dependable income sources and tax-aware withdrawal strategies.

Matthew Fusaro is a financial advisor at Edward Jones in Warrenton, VA, with 13 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. Outside of his advisory role, Fusaro serves as a board member of the Salvation Army in Warrenton, VA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and managing approximately $1.01 trillion in assets through a large network of advisors and branch offices.

Gregory Amos is a financial advisor with Primerica Advisors in Manassas, VA, holding Series 65 and Series 63 licenses and two years of industry experience. His work history includes roles outside finance, such as operations at Found & Sons Funeral Chapels and teaching positions at Midland Christian Academy and Mountain View Christian Academy. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, offering model-driven investment strategies managed by unaffiliated asset managers.

Jennifer Hardcastle is a Certified Financial Planner (CFP®) with 23 years of industry experience. She is currently with Stifel and has previously worked at B. Riley Wealth Advisors, B. Riley Wealth Management, Truist Advisory Services, Truist Investment Services, and BB&T Securities. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed through its Investment Strategy Group.

Matthew Cizler is a financial advisor with Ameriprise in Bentonville, VA, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2013. He operates his individual financial advisory practice through an LLC treated as an S corporation for tax purposes. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

John May is a financial advisor at OSAIC with 47 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining OSAIC in 2025, he spent 23 years with Lincoln Financial Advisors Corp. In addition to his advisory work, he teaches Social Security and IRA planning classes at his church several times a year. OSAIC serves a broad range of clients including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charities through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with investment strategies that utilize asset allocation tools, risk-tolerance assessments, and automated rebalancing across diverse asset classes.

Adrienne Rowles is a financial advisor at Cetera with 28 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Thrivent Financial, Ameriprise Financial Services, and Raymond James Financial Services. Outside of her advisory work, she is the founder and director of Shiba Rescue of New England, an animal rescue organization focused on rehoming Shiba dogs. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm operates a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Anaita Wali Zada is a financial advisor at Merrill with a Series 66 designation. She has been with Merrill since 2024 and previously worked at Bank of America, N.A., Chico's FAS, Inc., and has experience in media production ventures. Merrill provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Samet Degismen is a financial advisor at Edward Jones in Gainesville, VA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked for 15 years at Dulles Glass and Mirror. He is also the owner of Spark and Shine Cleaning Services, a residential and commercial cleaning business. 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 advisory programs and investment solutions and is notable for its extensive advisor network and affiliated financial services.

Coty Backmon is a financial advisor with Equitable Advisors in Gainesville, VA, holding Series 63 and Series 66 designations and 12 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, PNC Wealth Management, Merrill, and Wells Fargo Clearing. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management services through a network of Investment Adviser Representatives and third-party program sponsors.

James Tobias is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 designations and having 23 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2016. Outside of his advisory role, Tobias serves as a board member for the Liberty Run HOA, vice president of the Liberty High School Boosters, and treasurer/secretary of the Great Creek Hunt Club. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses and planning on a wide range of topics, with the option to combine planning services with managed accounts under a consolidated billing structure.

Patrick Heijmen is a CFP® with 23 years of industry experience, currently serving at Wells Fargo Clearing. His prior roles include positions at LPL Financial, The Fauquier Bank, and Middleburg Bank. He is an investment committee member for the Highland School in Warrenton, VA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates a wider range of financial products, including insurance-related vehicles and bank deposit sweep options.

Deborah Trnka is a financial advisor with Edward Jones in Haymarket, VA, holding a Series 66 designation and 13 years of industry experience. She has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.