Leslie Crabill is a financial advisor at LPL Financial with 31 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at LPL Financial since 2011. Her prior experience includes five years at BB&T Investment Services, Inc., and she is also involved with Bct, a financial institution and wealth advisory business. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive resources and technology.

Joshua Best is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at Equitable, NY Life, and King St Insurance/Landey Patton State Farm. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s non-discretionary program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Matthew Smolsky Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Cadaret, Grant & Co., Inc. for 19 years and The Barnes Group for 23 years. Outside of his advisory role, Smolsky serves as an Assistant Fire Chief with the Prince William County Department of Fire & Rescue, a position he has held since 1977. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm supports individual investors, retirement plans, banks, trust companies, and institutions with a range of financial planning, model portfolios, and institutional platforms.

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.

Scott A. Spiers serves as the Resident Director and Wealth Management Advisor at Merrill. He has been in the financial services industry since January 2015 and is a fully licensed financial advisor. Scott's approach centers on building wealth management strategies tailored to individual client needs, focusing on tax-efficient portfolios and retirement planning. Before joining Merrill, Scott began his financial services career with a smaller firm, achieving the highest level of production distinction in his third year. Prior to his financial career, he served nearly 21 years as a commissioned officer in the U.S. Air Force, commanding three squadrons and deploying to Iraq, Afghanistan, and Qatar. His educational background includes a Bachelor of Science from the U.S. Air Force Academy, a Master of Science in Finance from the University of Texas at San Antonio, an MBA from the College of William & Mary, and a Master of Arts in Homeland Security from the Naval Postgraduate School. He holds professional designations including Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA). Scott emphasizes that his work is about understanding clients' life priorities and creating personalized financial plans that align with their goals and aspirations. He is committed to community involvement, reflecting the Merrill tradition of service by volunteering with local organizations. His personal interests include a variety of sports and endurance activities such as baseball, basketball, biking, football, running, running marathons, soccer, and swimming.

Nathan Myers is a financial advisor at Edward Jones with 18 years of industry experience. He holds the CFP® and Series 66 designations and has been with Edward Jones since 2008. Outside his advisory role, he is a board member of the Wholehearted Foundation and serves as a board trustee for Providence Academy, where he participates in governance and financial oversight. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,700 advisors. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Gregory Souchack is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and previously worked for International Business Machines for 20 years. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Aniyah Jones is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, she held roles in various organizations including Apple Federal Credit Union and Capstone Properties LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Punchai Vutiprichar is a financial advisor at Fidelity with 21 years of industry experience and holds a Series 66 designation. His prior work includes five years at Equitable Advisors before joining Fidelity, where he has held various roles since 2010. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with unique capabilities such as CFTC registration and advisory roles to multiple registered investment companies.

Cortney Heykoop is a financial advisor at Osaic with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Woodbury Financial Services, NYLIFE Securities, New York Life Insurance, and Chevy Chase Financial Services. Heykoop is a member of the board of directors at The Arc of Loudoun, a nonprofit organization. Osaic Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment process focused on model-based asset allocation and portfolio optimization.

Rachel Elkins is a financial advisor at Edward Jones in Berryville, VA, holding the CFP® and Series 66 designations with 12 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a network of more than 23,700 advisors nationwide. The firm operates under a fiduciary standard and provides both discretionary and non-discretionary managed solutions along with affiliated mutual funds and overlay tax-efficient services.

Cheng Zhao is a financial advisor at Ameriprise in Alexandria, VA, holding Series 63 and Series 65 licenses with six years of industry experience. Prior to joining Ameriprise in 2025, Zhao worked for Capital One N.A. for 16 years. Outside of his advisory role, he has involvement in real estate ownership. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Gary Barnes is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 38 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. for 19 years and was with LPL Financial from 1991 to 2005 before rejoining in 2025. Barnes is also president of The Barnes Group, a business he has owned since 2000. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management access.

Geoffrey Giffuni is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his career at Merrill Lynch Wealth Management in Garden City, NY in May 1987. Geoffrey works with both individuals and institutions, providing customized portfolio management and liability management services. His client base includes individuals and their families, public and private companies, endowments, foundations, and unions. He values the opportunity to work with successive generations within families, including children and grandchildren of long-term clients. He holds a Bachelor's Degree from Ithaca College and the professional designation of Personal Investment Advisor (PIA).

Anthony Tremonte is a financial advisor at Merrill with 25 years of industry experience. He has been with Merrill since 2003 and holds Series 63 and Series 66 credentials. 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.

Conor Mullee is a CFP®-certified financial advisor with Edward Jones, based in Leesburg, VA, and has eight years of industry experience. Before joining Edward Jones in 2018, he was involved with Diamond Sports Training for over a decade and spent a year with the Chicago Cubs. 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 services and maintains a large network of financial advisors and branch offices across the country.

Kevin Wamsley is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, he is involved in mortgage and real estate services through his positions at Distinctive Referral LLC and Main Street Home Loans LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Bradley Dean is a Wealth Management Advisor at Merrill Lynch Wealth Management. He holds professional designations including Certified Exit Planning Advisor (CEPA), Certified Investment Management Analyst (CIMA), and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Bethany College and completed his high school education at Yorktown High School. Bradley also attended the University of Virginia without obtaining a degree.

Kyle Flinton is a CFP®-certified financial advisor with eight years of industry experience, currently with Raymond James Financial in Leesburg, VA. He has previously worked with Northwestern Mutual Wealth Management Company and Mark Anderson. Outside of his advisory role, he co-owns a family lake house in South Carolina that is rented out for short-term stays, managing maintenance and guest coordination. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual and institutional clients, offering tailored, non-discretionary advice based on detailed risk profiling and analytical modeling. The firm also supports institutional consulting and portfolio management across a broad network and is affiliated with a municipal advisor to enhance its public finance services.

Linda Whittington is a financial advisor at Wells Fargo Advisors with 19 years of industry experience. She holds the Series 63 and Series 65 designations and has previous experience at Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. Outside of her advisory role, she owns Whittington Wealth Management and Whittington GP, LLC, which she formed to facilitate a partial sale to an investment partner. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services, including niche areas such as business-owner transition and sports & entertainment planning. The firm supports advisors with proprietary research and planning tools, offering clients customized recommendations delivered through discrete planning engagements.