Charles Carson Jr. is a financial advisor with Morgan Stanley in Leesburg, VA, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. He has been with Morgan Stanley since 2008. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a broad range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by proprietary tools and modeling techniques.

Max Skirkanich is a financial advisor with LPL Financial holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2026, he worked at Davenport & Company LLC and the Virginia Tech National Science Institute. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services including model portfolios, third-party asset management, and institutional platforms.

Michael Lewis is a financial advisor based in Leesburg, VA, affiliated with Edward Jones. He holds a Series 66 designation and has seven years of industry experience, including roles at New York Life Insurance Co. and NYLIFE Securities LLC. Outside of his advisory work, he periodically accepts mobile DJ gigs through his business, Soulsimplesounds Inc. 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 through a nationwide network of more than 23,000 advisors, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and other services.

Gregory Frese is a financial advisor at Ameriprise with two years of industry experience. He holds the CFA® designation and Series 66 license. Prior to joining Ameriprise in 2023, he worked at Capital One Financial for 20 years. Outside of his advisory role, he is a manager of F&M Ventures, LLC, a real estate-related business. Ameriprise offers a retirement-income planning service aimed at individuals with substantial investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and advisory expertise to deliver tailored retirement income recommendations.

Kobby Okum is a financial advisor with Edward Jones in Leesburg, VA, holding the CFP® and Series 66 designations and possessing 18 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he serves as president of the Ghana Impact Project, a 501(c)(3) charity based in Stone Ridge, VA. 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 strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of roughly 23,701 financial advisors.

Morgana Herrera is a Series 66 licensed financial advisor at Edward Jones with six years at the firm and a total of nine years in the industry. Prior to joining Edward Jones in 2020, she worked for seven years at National Funding. 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, along with affiliated mutual funds and securities-based lending options.

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.

Scott Wilson is a financial advisor at Charles Schwab with 22 years of industry experience and holds the Series 66 designation. He has worked at Charles Schwab & Co., Inc. since 2016 and previously worked at TD Ameritrade, Inc. from 2022 to 2024. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, offering multi-asset model portfolios and alternative investment options.

Joshua Wolinski is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His prior work includes roles at Hamdan Resources and Arcfiled, as well as academic positions at George Washington University, Roanoke College, and Randolph College. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a range of advisory programs and investment strategies supported by a large network of advisors and branch offices nationwide.

Angela Antonelli is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. She has been with Raymond James since 2020 and serves as an adjunct assistant professor of finance at Northern Virginia Community College. Additionally, she works as an election officer in her local community. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and sponsors wrap-fee advisory programs, with a notable affiliation to a municipal advisor for public-finance work.

Morgan Russo is a financial advisor at LPL Financial with nine years of industry experience. She holds the Series 66 designation and has worked at several firms including Grove Point Advisors, Mass Mutual Investors Services, and Mutual of Omaha. 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 portfolios, third-party asset management, and institutional platforms.

Cameron Miller is a Series 66-licensed financial advisor with Edward Jones in Purcellville, VA, and has 10 years of industry experience. He has been with Edward Jones since 2015. 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 wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Ethan Loewen is a financial advisor at Edward Jones with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Edward Jones in two separate periods totaling 11 years, with a five-year tenure at Wells Fargo Clearing in between. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual, institutional, corporate, and charitable entities. The firm offers a range of advisory programs and investment strategies and operates under a fiduciary standard, supported by a nationwide network of over 23,000 financial advisors.

Joseph Esparolini is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2017, following a year at Facebook and six years with the U.S. Army's Department of Defense. Outside of financial advising, he is involved with Hunting Hawk Farm, LLC, a horse boarding and apartment rental business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Catherine Viernes is a Series 66-licensed advisor with Thrivent Investment Management, holding one year of industry experience. Prior to joining Thrivent, she worked at Acacia Real Estate Analytics and PENN Interactive Ventures, and has additional experience with Dan Ryan Builders and Racaden Holdings, LLC. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing written recommendations on a wide range of financial topics through a network of Financial Advisors. The firm emphasizes holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Timothy Ashley is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked at LPL Financial since 2019 and also serves as a Principal Program Manager at Microsoft Corporation. Additionally, he is involved with 6A Management Corp, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and operational tools.

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.

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.