Stephen Sopko is a financial advisor with Wells Fargo Clearing based in Woodbridge, VA. He holds Series 63 and Series 65 licenses and has 21 years of industry experience, including over a decade at Wells Fargo Clearing and more than 20 years with Wachovia Bank, N.A. In a personal capacity, he serves as a power of attorney and trustee for family trusts. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs more than 14,000 financial advisors, offering both brokerage and advisory solutions supported by research and analytics.

Taylor Edens is a financial advisor with Cambridge Investment Research Advisors in Manassas, VA, holding Series 63 and Series 65 licenses and having eight years of industry experience. Prior to joining Cambridge, he worked at Cetera, Anchor Financial Group, OneAmerica Securities, and Mass Mutual Investors Services. Edens is also an independent insurance agent affiliated with various companies. Cambridge Investment Research Advisors serves a diverse client base, including individuals and institutional clients such as pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base with access to multiple platforms and custodians.

Noah Lester is a Certified Financial Planner (CFP®) with 20 years of industry experience, currently serving as a financial advisor at Edward Jones since 2006. He is based in Stafford, VA, and holds Series 63 and Series 66 licenses. Outside of his advisory role, he is a board member at Crossroads Vineyard Church in Fredericksburg, VA. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment options, supported by a nationwide network of more than 23,700 financial advisors.

Regina Bennett is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 22 years of industry experience. She has previously worked at Merrill, Banc of America Investment Services, Quick & Reilly, and UBS Financial Services. 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 manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

James Boltz II is a financial advisor at Edward Jones in Manassas, VA, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2014. 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 and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Cillian Tyrrell is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked previously at Navy Federal Credit Union and ICS Financial, among other roles. J.P. Morgan Securities provides institutional consulting services focused on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm’s advisory process combines quantitative screens and qualitative research to develop model asset allocations and incorporates broader derivatives and commodities capabilities through its regulatory registrations.

Richard Levy is a Series 66-licensed financial advisor with Equitable Advisors in Woodbridge, VA, with 27 years of industry experience. He has worked at Equitable Advisors since 2010 and previously at Axa Advisors and Medallion Advisory Services. In addition to his advisory work, he is an independent certified public accountant. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs delivered through a network of Investment Adviser Representatives and third-party asset managers.

Aurora Mcnear is a financial advisor with Primerica Advisors in Alexandria, VA, holding Series 63 and Series 65 licenses and over 30 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 1995. Outside of her advisory role, Mcnear is President and CEO of Global Recruitment LLC, a business that recruits international teachers. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.

William Councill is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with several firms including MML Investors Services, MassMutual Life Insurance, and Cetera before joining Cambridge. Outside of his advisory role, Councill is involved in coaching soccer. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors such as pension and charitable organizations. The firm offers financial planning, investment management, and retirement-plan advisory services through multiple platforms, including proprietary model strategies and access to third-party advisers.

Jason Ice is a financial advisor with Ameriprise in Ellicott City, MD, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Avantax Investment Services, Avantax Advisory Services, Avantax Insurance Services, and 1ST Global Advisors. He is also involved in managing his practice through Certainty of the Uncertainty, LLC. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Abrahim Kassim is a financial advisor with Edward Jones in Woodbridge, VA, holding Series 63 and Series 66 credentials with 16 years of industry experience. His prior roles include positions at Western Southern Life, Merrill, Mutual of Omaha, Wells Fargo Bank, and HSBC Securities. Kassim also serves as a full-time agency manager for Western & Southern Life. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Marcos Sagastizado is a financial advisor at Merrill with 19 years of experience at the firm and one year at Bank of America N.A. He holds a Series 66 designation. Outside of his advisory role, he owns a limited-liability company without active business operations. 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, offering model-based and discretionary investment strategies for a variety of individual and institutional clients.

Brian Bloxom is a financial advisor with Cambridge Investment Research Advisors in Woodbridge, VA, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. His previous roles include positions at Fulcrum Advisory Services and Truist Investment Services. Outside of his advisory work, he serves as vice chairman of the local Salvation Army chapter and is an advisory board member for Freedom Bank. Cambridge Investment Research Advisors serves a diverse client base of individual and institutional investors, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management across multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Nicholas O'gwin is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Ameriprise. He previously worked at LPL Financial, LLC for 13 years before joining Ameriprise in 2024. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendations, primarily focusing on assets held within Ameriprise Managed Accounts.

Jason Woodall is a financial advisor at Ameriprise with six years of industry experience. He holds a Series 66 credential and has previously worked at Morgan Stanley. Outside of his advisory role, he works part-time for Pro Football Focus, where he collects detailed player and game data for college and NFL football. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written Recommendation Reports and ongoing advice focused on reliable income sources and tax-aware withdrawal strategies. The firm’s approach combines proprietary research, third-party data, and algorithmic tools, with recommendations implemented on a non-discretionary basis.

Gregory Amos is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and two years of industry experience. His background includes work at Found & Sons Funeral Chapels and PFS Investments Inc., as well as roles in educational institutions and retail. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering advisory services through a large network of advisors and offering model-based investment strategies managed by unaffiliated asset managers.

Christopher Peden is a financial advisor at Ameriprise with eight years of industry experience. He has worked at Ameriprise since 2019 and previously held roles at Primerica and Verizon. Outside of his advisory work, he owns and operates Peden Accounting Services LLC, providing tax preparation and accounting advice. Ameriprise Financial Services is a large diversified firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that delivers comprehensive retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Olivia Inglett is a CFP® and ChFC® with 10 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors. Prior to joining Cambridge in 2026, she spent a decade with First Command in various financial planning and advisory roles. She is also the sole owner of Inglett Advising LLC, an investment-related business. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services through multiple platforms and proprietary model strategies.

Marco Jauregui Flores is a financial advisor with Edward Jones in Manassas, VA, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Upskill Training Partners LLC and held positions with American Airlines in Peru and Bolivia. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of more than 23,000 advisors and 15,000 branch offices. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Robert Potter is a financial advisor at Edward Jones with 16 years of industry experience. He holds the Series 66 credential and has been with Edward Jones since 2010. Outside of his advisory role, he serves as senior pastor of Journey Worship Centre and is president of Breakthrough Ministries, where he is involved in speaking engagements and leadership training. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a range of advisory strategies and affiliated investment products.