Alina Pinkard is a financial advisor at Edelman Financial Engines with 16 years of industry experience. She holds Series 63 and Series 66 designations. Her prior roles include twelve years at Merrill and four years at Financial Engines Advisors L.L.C. before joining her current firm in 2026. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment solutions with an emphasis on diversified portfolios, periodic rebalancing, and long-term strategy.

Cynthia Fermin is a financial advisor at Wells Fargo Clearing with seven years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Bank and Wells Fargo Clearing Services since 2018, following nine years at PNC Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Thomas Huszcza is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Ameriprise in Manassas, VA since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports. The firm operates with a large institutional platform offering a broad range of advisory, brokerage, and insurance solutions.

Sarah Atkins is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Edward Jones since 2005. She holds Series 63 and Series 66 licenses and operates out of Marshall, VA. Edward Jones is a full-service wealth management firm with over 23,700 financial advisors, serving more than 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.

Christopher Rainer is a financial advisor with LPL Financial who holds a Series 66 designation and has 26 years of industry experience. His prior roles include positions at Morgan Stanley, Citigroup Global Markets, and Legg Mason Wood Walker, Incorporated. Outside of his advisory work, he is involved with The Collective Offshore in a non-investment capacity. 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 diverse advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

Philip Cocce is a financial advisor at Ameriprise with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including TIAA-CREF, HSBC Securities, and Prudential Insurance Company of America. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm utilizes a centralized consulting team and combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income recommendations.

Matthew Wunder is a financial advisor at RBC Capital Markets with 22 years of industry experience. He holds a Series 66 designation and has worked at RBC Capital Markets since 2017, with prior experience at City National Bank and Stifel. Outside of his advisory role, Wunder serves as president of the Gainesville Haymarket Baseball League and is a board director for Play Ball Sports Management, a nonprofit providing baseball development and recreational opportunities for youth. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs that provide discretionary and non-discretionary portfolio management tailored to client risk profiles, utilizing both in-house and third-party investment managers.

Vera Shaker is a Series 66-licensed financial advisor at Merrill in Ashburn, VA, with seven years of industry experience. She has been with Merrill and Bank of America since 2019 and previously worked at Bank of America from 2009 to 2019. Outside of her advisory role, she serves as a co-trustee of a revocable living trust. 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 strategies for individuals, high-net-worth clients, and institutions.

Bobby Payne Jr. is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He previously worked for Woodbury Financial Services, Inc. for 20 years and has been associated with Payne & Associates since 1982. Outside of his advisory role, he maintains a limited practice servicing fixed insurance products. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering a multi-advisor platform with brokerage and advisory services. The firm employs a model-based investment process with asset allocation and portfolio optimization tools, supporting discretionary and advisor-managed strategies across various programs and custodial arrangements.

Phillip Grissom is a financial advisor with Primerica Advisors in Manassas, VA, holding Series 63 and Series 65 licenses and seven years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2019 and also has a longstanding career with U.S. Customs and Border Protection since 2004. Outside of advisory activities, he is involved in sales of home security and automation products through affiliated companies. Primerica Advisors is a large-scale institutional firm that sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm primarily delivers advisory services through model-based strategies created by unaffiliated managers, supported by BNY Mellon Advisors and Pershing for trade execution and custody.

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.

Richard Catalfamo is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2022. Outside of his advisory role, he provides home care for his special needs son. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and affiliated financial services, supported by a large nationwide network of advisors and branch offices.

James Pearson is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 63 designations and bringing 12 years of industry experience. His prior work includes roles at Nationwide Securities LLC and RSM US Wealth Management LLC. Outside of his advisory career, he is the owner of Pearson Financial Services, LLC, and has involvement with 4 C Caddies LLC. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers diverse account implementation options across multiple platforms and custodians.

Chad Mc Michael is a CFP® and Series 66-licensed financial advisor with Edward Jones, where he has worked since 2014, totaling 12 years of industry experience. He is based in South Riding, VA. 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 wide range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Diane Searles is a financial advisor at Edward Jones in Warrenton, VA, holding Series 63 and Series 66 licenses with eight years of industry experience. Her prior roles include positions at UBS Financial Services and Fauquier County Public Schools. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a variety of investment advisory programs, managed solutions, and affiliated funds, supported by a large network of financial advisors and branch offices nationwide.

Ellen Shaughnessy is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 26 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets and employing over 14,000 financial advisors.

Heidi Partida is a Series 66-licensed financial advisor with two years of industry experience. She has worked at Edward Jones since 2025 and previously held roles at Guidance Investments LLC, Guidance Securities LLC, and Guidance Residential. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm offers various advisory strategies and maintains a large nationwide network of advisors and branch offices.

Albert Penksa III is a financial advisor at Edward Jones with five years of industry experience. He previously worked at R.W. Murray Co. and Brasfield & Gorrie, LLC and has been involved with Amway Corporation since 2008. Outside of his advisory role, he serves as an assistant coach for the Greater Fauquier Little League, teaching baseball skills to children ages 7-8. 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 programs and investment strategies, managing over $1 trillion in assets through a nationwide network of financial advisors and branch offices.

Arlisa Whitby is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses with 13 years of industry experience. Her prior work includes roles at Wells Fargo Advisors, Wells Fargo Clearing, Peloton, and JPMorgan Chase Bank. Outside of her advisory work, she operates an online shop on Etsy called Brazen Creations by Arlisa. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of wealth advisors. Their advisory process combines quantitative screening and qualitative research to offer asset allocation advice and investment manager searches, with clients retaining final decision-making authority.

Dennis Donovan is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has been associated with Cetera and its affiliate Cetera Wealth Services, LLC since 2013. Outside of advisory work, he serves as a finance committee member for the Fauquier Chamber of Commerce and is involved in managing multiple real estate business ventures. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers diverse portfolio management and financial planning services through a large network of independent advisors, utilizing a multi-manager platform with a variety of program options and affiliations.