Brent Olson is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, he served with the Arlington County Police Department for 18 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard, with a large network of financial advisors and extensive affiliated capabilities.

Sherri Phillips is a financial advisor with Wells Fargo Clearing, holding Series 63, 65, and 66 designations and bringing 34 years of industry experience. Her career includes prior roles at Morgan Stanley, Citigroup Global Markets, and MetLife Investment Fund Services LLC. She is based in Warrenton, VA. 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 uses research and analytics from its investment institute and third-party sources, applying diversification principles and modern portfolio theory in its investment evaluations.

Matthew Gregory is a financial advisor with Primerica Advisors in Manassas, VA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Primerica Advisors since 2001 and has concurrent roles with SBC of VA, Fauquier County Schools, and Soul Purpose Church. Outside of advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and employs a tiered wrap fee structure while delegating trading to BNY Mellon Advisors.

Thy Nguyen is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill, Nguyen held positions at Bank of America, Wonder Rates, and has a background that includes roles outside of finance such as internal medicine and automotive technology. Merrill, alongside its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Jennifer James is a financial advisor with Edward Jones in Ashburn, VA, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, she worked at REI Systems Inc, Dogtopia, and Shift 7 Digital. Outside of financial advising, she owns several Dogtopia dog daycare locations and is involved in business planning and oversight for these ventures. Edward Jones is a full-service wealth management firm serving individual and institutional clients with various advisory programs, investment strategies, and affiliated financial services. The firm is notable for its extensive retail advisor and branch network and its range of affiliated capabilities beyond advisory services.

Nainoksha Kaushal is a Series 66 licensed financial advisor with four years of industry experience. She has worked at several major firms including Morgan Stanley Private Bank, Fidelity Investments, Merrill, and currently Edward Jones since 2025. Her career also includes roles in education and tutoring. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets with a nationwide network of over 23,000 advisors.

Amanda Burton is a financial advisor at Stifel with 24 years of industry experience. She holds a Series 66 license and has previously worked at B. Riley Wealth Advisors, B. Riley Wealth Management, Truist Advisory Services, and Bb&T Securities. Outside of her advisory role, she is a commissioned notary in the Commonwealth of Virginia. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses used as a basis for client decisions.

Michael Kuzara is a financial advisor at Edward Jones in Marshall, VA, holding a Series 66 designation with two years of industry experience. He has served in the US Army since 1992 alongside his financial advisory role. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and advisory programs supported by a large nationwide network of advisors and branch offices.

Steven Crouch is a financial advisor at Stifel with Series 63 and Series 65 licenses and 26 years of industry experience. He previously worked at B. Riley Wealth Advisors, B. Riley Wealth Management, Truist Advisory Services, Truist Investment Services, and BB&T Securities. Outside of his advisory role, he serves as trustee for the Alice Johnson Meadows Trust and is treasurer of the Fauquier Community Coalition, a nonprofit providing assistance to the poor in Fauquier County. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary methodology for investment analysis and asset allocation developed by its Investment Strategy Group, supporting clients in retirement, insurance, and estate planning decisions.

Marie Canterbury is a financial advisor at Cetera with 33 years of industry experience. She holds the Series 63 and Series 66 licenses and has previously worked at firms including T. Rowe Price Investment Services, MassMutual, Wells Fargo Clearing, and Ameriprise. Outside of her advisory role, she serves as a board member for the Cedar Mill Homeowners Association. Cetera Investment Advisers LLC is a multi-manager platform serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a wide range of investment and retirement services through a network of over 10,000 advisors and manages more than $256 billion in assets.

Joseph Irvin is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following six years at Scott & Stringfellow, LLC. Irvin serves as an endowment committee member for St. James Episcopal Church and acts as a trustee and power of attorney for several trusts in Warrenton, VA. 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 and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Chad Williams is a CFP® and ChFC® with 12 years of experience in financial advising. He has worked at Edward Jones since 2013, with a brief tenure at Raymond James Financial Services in 2020. Outside of his advisory work, he is involved in freelance photography, specializing in headshots for financial advisors, and participates as an alumni committee member at the College for Financial Planning, assisting with diversity scholarship candidate interviews. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a large network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Gunnar Laasanen is a CFP® with nine years of industry experience, currently affiliated with Cetera. His prior experience includes roles at Northwestern Mutual Wealth Management Company and several other financial firms. He serves on the board of Hope For Grieving Families, a charity supporting local families coping with loss. Cetera Investment Advisers LLC operates as a multi-manager platform offering portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, and institutional clients. The firm supports a range of investment strategies with over 10,000 advisors and approximately $256 billion in assets under management.

Tammy Pierce is a financial advisor at Edward Jones with 26 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Edward Jones since 2019. Her prior experience includes four years at UBS Financial Services and one year in forensic drug and alcohol testing. Edward Jones is a full-service wealth management firm with over 23,000 financial advisors serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets under management.

Douglas Lara Castro is a financial advisor with J.P. Morgan Securities, holding a Series 66 license and two years of industry experience. His prior roles include positions at Charles Schwab, Bank of America, Merrill, and JPMorgan Chase Bank, N.A. Outside of finance, his work history includes involvement with several businesses such as Parking Management Co LLC and Andrew Chekene Enterprises Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates centralized due diligence with quantitative and qualitative research, incorporating ESG eligibility frameworks and broader derivatives and commodities capabilities.

William Howard is a financial advisor with Ameriprise Financial Services, holding Series 65 and Series 66 credentials and 17 years of industry experience. He has been with Ameriprise in various capacities since 2007. Outside of advisory services, he is involved in managing his own advisory business through CFI Management Group LLC. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm provides written recommendation reports and annual retirement advice focused on income sources and tax-aware withdrawal strategies, utilizing proprietary research, third-party data, and algorithmic tools.

Christine Emond is a financial advisor with Ameriprise in Warrenton, VA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she serves as a non-officer member of the Brightwaters BPOA Board and owns CME Advancing Partners, LLC, an advisory business. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. As a large institutional firm, it provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Cassandra Lipp is a financial advisor with Edward Jones in Haymarket, VA, holding a Series 66 designation and one year of industry experience. She previously worked at Wells Fargo Bank for 12 years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a wide range of investment strategies and affiliated services, supported by a large network of financial advisors and branch offices nationwide.

Simon Moon is a financial advisor with J.P. Morgan Securities in Manassas, VA, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining J.P. Morgan, he worked at Wells Fargo Clearing and Wells Fargo Bank from 2020 to 2023. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program. The firm’s advisory process combines systematic quantitative screens with qualitative research and incorporates a forward-looking capital market framework.

Josiah Wines is a financial advisor with Edward Jones in Warrenton, VA, holding a Series 66 designation and six years of industry experience. His career includes prior roles at Bankers Life and service in the United States Marine Corps. Edward Jones is a full-service wealth management firm serving 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 manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.