Kevin Sourk is a financial advisor at Osaic Wealth with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services, Inc. and Capital One Financial Advisors. Outside of his advisory role, he manages Actaeon Wealth Management LLC and provides insurance quotes and recommendations through a sole proprietorship. Osaic Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools. The firm is notable for its scale, complex affiliate network, and private-equity ownership.

Manish Mukhi is a financial advisor with LPL Financial in Vienna, VA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior experience includes roles at Ameriprise Financial Services and Choreo, 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 portfolios, third-party asset management, and institutional platforms.

Hallett Gates III is a financial advisor with Ameriprise in Vienna, VA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Ameriprise and its affiliate firms since 2009. 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 tailored retirement income planning through written recommendation reports and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Jason Pitts is a financial advisor at Wells Fargo Advisors with 33 years of industry experience. He previously worked for Cambridge Investment Research Advisors, Inc. for ten years. Outside of his advisory role, he owns a fishing charter business and serves as secretary of a condominium association. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including specialized areas such as business-owner transition and special-needs analysis.

Jason Lesnik is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 credentials and has 31 years of industry experience. He has been with Cambridge since 2016 and also serves as president of Custos Financial Services, LLC. Lesnik is actively involved in his community as a member and president of the Manassas Volunteer Fire Company. Cambridge Investment Research Advisors serves a diverse group of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management through various platforms and provides access to third-party advisers and proprietary model strategies.

Victoria Ross is a financial advisor at Raymond James Financial with 14 years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at JPMorgan Chase Bank, NA and LPL Financial LLC. Ross also serves as Chief Operations Officer and Registered Associate at Momentum Capitol Wealth Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning and advisory services to a wide range of clients, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and investment consulting supported by advanced analytical tools and maintains specialized services such as municipal advisory support and SIMPLE IRA Employer Advisory programs.

Joseph Mjelde is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. Outside of advising, he serves as Chapter Vice President for the BNI Fairfax Business Connection, where he helps run meetings and maintain reports on attendance and referrals. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment strategies. The firm is notable for its extensive retail advisor network, affiliated mutual funds, and a trust company, managing over $1 trillion in assets.

Jason Snyder is a financial advisor at Raymond James Financial with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with various firms, including Capitol Securities Management and Lee Sipe & Associates. Snyder is involved with Serving Those Who Serve, supporting partners in the business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Dylan Herrmann is a CFP® professional with four years of industry experience, currently advising at Charles Schwab in Reston, VA. His prior roles include positions at American Express and Grand Canyon University. Dylan holds Series 63 and Series 66 licenses. 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 discretionary separately managed accounts and employs multi-asset model portfolios supported by centralized custody and order-routing infrastructure.

Christopher Kaiser is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked at firms including Mason Investment Advisory Services and TD Ameritrade prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Kathryn Okusa is a financial advisor at OSAIC with five years of industry experience. She holds a Series 66 designation and previously worked at FSC Securities Corp for seven years. Outside of advising, she manages SAVAL Livestock LLC, overseeing herd size, financial coordination, and operational decisions related to livestock management. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and managed portfolios. The firm emphasizes model-based asset allocation and portfolio optimization, supporting a diverse client base that includes individual investors, retirement plans, charities, and corporate clients.

Mckay Mertz is a financial advisor with Charles Schwab in Reston, VA, holding a Series 66 designation and five years of industry experience. Prior to joining Schwab, Mertz worked at Allstate Insurance and Topo Financial. Outside of his advisory role, he self-published a science fiction novel through a hybrid publisher that is available on Amazon. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of brokerage, advisory, custody, and financial planning services. The firm utilizes a client relationship model that includes both non-discretionary guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment due diligence.

Nathaniel George is a financial advisor at Edward Jones with 16 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2010. Outside of his advisory role, he manages rental properties in Virginia. 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 and investment solutions, supported by a large network of financial advisors and branch offices, and operates under a fiduciary standard.

Robert Cox is a financial advisor with Thrivent Investment Management in Chantilly, VA, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has been with Thrivent and its predecessor, Thrivent Financial for Lutherans, since 2002. Outside of his advisory work, he is a drummer and percussionist, performing primarily with the bands Cracked Sky and Big Bad Juju. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without portfolio management or discretionary trading authority. The firm combines planning with managed-account programs under a consolidated billing option but keeps the services separate.

Michael Mc Shea is a financial advisor with Morgan Stanley in Reston, VA, holding a Series 66 credential and four years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Merrill Lynch, Paycom, FMC Corporation, and teaching positions at The Catholic University of America and Radnor Senior High School. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by investment research and scenario modeling.

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.

Susan Prince is a Wealth Management Advisor with Merrill Lynch Wealth Management. She provides personalized financial strategies and wealth management services tailored to meet the complex needs of individuals with substantial wealth. Her services include retirement and education planning, portfolio management, life insurance analysis, and wealth preservation and transfer strategies. Susan collaborates with clients' other advisors, such as attorneys and accountants, to integrate tax, estate, and wealth transfer planning. Susan holds a Bachelor of Science degree from Miami University. Before joining Merrill in 2003, she spent 14 years working with the global management consulting firm Accenture. Her professional credentials include the CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), and Personal Investment Advisor (PIA) designations.

Allen Tefft is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has operated his own financial services business since 2007 and has been affiliated with Cetera Advisors LLC since 2013. He also holds an insurance agent license, selling life, health, disability, annuities, and long-term care products. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors, utilizing both affiliated and third-party managers across multiple program structures.

Ian Osborn is a Vice President and Wealth Planner at Fidelity Investments. In this role, he partners with clients to understand their financial goals and assists in building customized financial plans tailored to their unique needs. He emphasizes forming strong relationships with clients and their families, focusing on trust, reliability, and competency. Ian has been with Fidelity Investments since 2021, initially serving as a Financial Consultant before his current position. Prior to joining Fidelity, he worked as a Senior Portfolio Advisor at Merrill Lynch from 2014 to 2021. His professional experience includes financial consulting and portfolio advisory services. No information regarding Ian's education, credentials, personal interests, or community involvement has been provided.

William Richardson is a Series 65–licensed financial professional with five years of experience, currently serving as the sole advisor at RV Strategies in Fairfax, VA. He has been with RV Strategies LLC since 2020 and concurrently holds a long-term role in legal and regulatory affairs for the Recreation Vehicle Dealers Association of North America. Richardson is also a 50% owner of Richardson Capitol Strategies Group, LLC, a company established with his wife that no longer conducts business. RV Strategies primarily refers prospective clients to an independent third-party investment adviser, providing information and disclosures but not offering direct investment advice or portfolio management. The firm serves individuals and high-net-worth clients while maintaining separation between its advisory and legal activities.