Bobbie Bascombe is a financial advisor with Authentic Wealth Partners LLC and holds a Series 66 designation. She has 22 years of industry experience, including 15 years at LPL Financial before joining her current firm. She also operates a DBA focused on investment planning solutions. Authentic Wealth Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and serves as a fiduciary for retirement plans through ERISA-focused plan advisory. The firm constructs customized, primarily long-term portfolios using low-cost, diversified mutual funds and ETFs, and offers retirement plan oversight and participant education as part of its pension consulting services.

James Mullins is a CFP® professional with 15 years of experience in financial advising. He has worked at Piedmont Wealth Management since 2011 and joined Burke & Herbert Wealth Services, LLC in 2026. Piedmont Wealth Management is a fee-only firm serving individuals, trusts, foundations, pensions, and corporations with personalized financial planning, investment management, and consulting services. The firm manages portfolios based on client-specific investment policies using a combination of mutual funds, stocks, bonds, and ETFs, primarily guided by fundamental analysis.

Cathy Poe is a financial advisor with Level Four Advisory Services, holding a Series 66 designation and 22 years of industry experience. She has worked at Mid-Atlantic Securities, Inc. since 2010 and has been with Level Four Advisory Services and Level Four Financial, LLC since 2022. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors and serves a diverse client base including individual investors, retirement plans, corporations, and charitable organizations. The firm offers fee-only financial planning, discretionary and non-discretionary asset management, and retirement plan advisory services, utilizing model portfolios and a combination of internal and third-party management options.

John Zaleski II is a financial advisor at Level Four Advisory Services with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Mid Atlantic Securities, Inc. for 26 years before joining Level Four Advisory Services in 2014. He is also a licensed life insurance agent since 1995. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion for a diverse client base, including individuals, retirement plans, corporations, and nonprofits. The firm offers fee-only financial planning, asset management, and retirement advisory services, utilizing model portfolios and both affiliated and unaffiliated sub-advisers.

William Frazer III is a financial advisor with Principal Financial Services in Locust Grove, VA. He holds Series 63 and Series 65 designations and has 20 years of industry experience. Since 2013, he has been affiliated with Your Retirement Pathfinder, Principal Securities, and Principal Life Insurance Company. Outside of his advisory role, he serves as an elder and Bible teacher at Lake of the Woods Church, where he helps oversee local ministry activities including a homeless shelter and special programs for adults with special needs. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel. The firm offers direct advisory programs, financial planning, and access to third‑party money manager solutions, with investment implementation typically managed on a discretionary basis by these third parties.

Keith O'Brien is a financial advisor with Truist Advisory Services holding Series 63 and Series 65 licenses and 25 years of industry experience. His prior work includes roles at LPL Financial, Raymond James Financial Services, and Middleburg Bank. There are no additional outside activities noted. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm uses a combination of discretionary and non-discretionary approaches, supported by third-party platforms and AI-enabled research tools, and maintains integrated relationships with affiliated broker-dealers and banks.

Melissa Daily is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has worked with Park Avenue Securities and Guardian Life Insurance since 1999. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services, financial planning, and consulting. The firm employs a mix of proprietary and third-party investment strategies and supports various account-level services, including lending solutions and donor-advised funds.

Carolyn Poling is a financial advisor at D.A. Davidson & Co. with one year of industry experience. She holds the Series 66 designation and previously worked at Truist Bank for 15 years. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards and employing both qualitative and quantitative analysis in its investment recommendations.

Benjamin Madtes is a CFP® professional with one year of industry experience, currently serving as a financial advisor at Creative Planning. He previously worked at Bernhardt Wealth Management and has held positions outside the financial industry, including at Marriott International and Delhaize America. Outside of advising, he is involved in hospitality as an Airbnb host. Creative Planning is an enterprise firm managing approximately $217 billion in client assets and serving a diverse client base that includes individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, complemented by additional portfolio management tools and integrated retirement plan services.

Steven Kornicker is a financial advisor at Truist Advisory Services with 26 years of industry experience. He holds the Series 66 designation and has worked at Truist Advisory Services since 2021, with prior experience at BB&T Securities and Scott & Stringfellow. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, and fiduciary support, utilizing a combination of discretionary manager relationships and third-party platforms to implement its investment programs.

Darius Vesuna is a financial advisor at D.A. Davidson & Co. with 20 years of industry experience. He holds the Series 66 designation and has previously worked at Truist Advisory Services, Truist Investment Services, Bb&T Securities, Llc, and Scott & Stringfellow, Inc. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer‑sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services from ERISA retirement plan advisory to comprehensive financial planning and operates under the Advisers Act fiduciary standard.

Kyle Vrhovac is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously worked as a silent partner and operations consultant for Outer Banks Boil Company, a seafood restaurant. Outside of his advisory role, he is involved in several business ventures including residential construction capital provision and an exotic car rental company. Edward Jones is a full-service wealth management firm serving a broad range of individual and institutional clients. The firm manages over $1 trillion in assets and offers a variety of advisory programs, including discretionary and non-discretionary strategies, alongside affiliated mutual funds and trust services.

Jennifer Mathie is a CFP®-certified financial advisor with Edward Jones, where she has worked since 2013. She holds Series 63 and Series 66 licenses and has 14 years of industry experience. Based in Spotsylvania, VA, she has spent her career with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and offers a range of investment strategies, overlay and tax-efficient services, and affiliated investment products under a fiduciary standard.

George Mitchell III is a CFP®-certified financial advisor with Raymond James & Associates, bringing 46 years of industry experience. He has been with Raymond James since 2013. In addition to his advisory role, Mitchell serves as a trustee for a family-related investment entity. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and municipal entities—offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Lyndsay Meier is a financial advisor at Osaic with a Series 66 designation and one year of industry experience. She has worked at Dominion Eagle Advisor Group since 2015 and joined Osaic in 2024. Outside of her advisory role, she is also a real estate agent with Samson Properties. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers a range of brokerage and investment advisory services supported by technology-driven portfolio construction and management tools.

Phillip Lennon is a financial advisor at Edward Jones with Series 65 and Series 66 credentials and three years of industry experience. Before joining Edward Jones, he worked for five years at Tiger Solar and has been involved in entrepreneurial ventures including Valley Athletics, LLC, which he owns. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Allen Griffey Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 18 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wachovia Bank, N.A. He is also a notary public in Culpeper, Virginia. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers comprehensive financial planning, advisory programs, and retirement plan consulting with access to model portfolios, third-party research, and advanced portfolio management solutions.

Jonathan Brennan is a financial advisor at OSAIC with 13 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Fsc Securities Corporation and BJ's Wholesale. He is also active as an insurance agent, providing life and long-term care insurance services through Dominion Eagle Advisor Group. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party solutions to manage a variety of investment portfolios.

Yvette Ruiz is a financial advisor at Edward Jones in Locust Grove, VA, holding the ChFC® and Series 66 designations with 12 years of industry experience. She has been with Edward Jones since 2014. Outside of her advisory role, she serves as an Officer of Election for the Orange County VA Registrar's Office and is involved with Mary Kay cosmetics sales. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and affiliated financial services, supported by a large network of advisors and branch offices nationwide.

Virginia Koontz is a CFP®-certified financial advisor with 11 years of industry experience, currently with Wells Fargo Advisors. She previously worked at Steward Partners and Raymond James Financial Services. Outside of her advisory work, Koontz serves as Treasurer for PlayDate, Inc., a nonprofit children's museum, and manages a horticulture and floral design business, Hoot Owl Hollar Farm, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services tailored to clients meeting specific net-worth criteria. The firm utilizes proprietary research and planning tools to develop customized recommendations delivered through meetings and summary reports.

David Brennan is a financial advisor with OSAIC in Fredericksburg, VA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 14 years and has been involved with Dominion Eagle Financial Group, Inc. for over two decades. Brennan also teaches a retirement planning seminar through Dominion Eagle Advisor Group without compensation. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of portfolio management tools and access to third-party money managers.

Gillette Harris is a financial advisor with LPL Financial in Culpeper, VA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Harris has been with LPL Financial and its predecessor since 2006. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a broad network of advisors. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and various portfolio management strategies.

Susan Mann is a financial advisor with Edward Jones in Fredericksburg, VA, holding a Series 66 designation and having 10 years of industry experience, all with Edward Jones since 2016. Outside of her advisory role, she owns farmland that is rented to Thomas Family Farms, Inc. 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 solutions supported by a large nationwide network of advisors and branch offices.

Cindy Rickett is a financial advisor at Edward Jones in Culpeper, VA, holding a Series 66 designation with 22 years of industry experience. She has been with Edward Jones since 2006. 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 nationwide network of more than 23,700 advisors and over 15,000 branch offices.

Matthew Pressinger is a financial advisor at Edward Jones with Series 63 and Series 65 credentials. He has been with Edward Jones since 2026 and has a varied work history including roles in education and retail. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large national network of advisors and branch offices.

Shavkat Safaev is a financial advisor at Edward Jones in Fredericksburg, VA, holding a Series 66 license with eight years of industry experience. Prior to joining Edward Jones in 2025, he worked at Merrill Lynch (Bank of America) for seven years and has experience at AXA Advisors, Cropp Metcalfe, FrankCrum, Blue Ridge Family Insurance Agency, and Catapult Learning. 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 solutions supported by a large network of financial advisors and branch offices.

Kelly Sherman is a CFP® professional with six years of industry experience currently serving at Edward Jones since 2019. Prior to joining Edward Jones, Sherman worked at Waterstone Mortgage and was involved in real estate with VR Sam Real Estate. 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 solutions supported by a nationwide network of financial advisors and branch offices.

Thomas Linski is a CFP® designated financial advisor with Edward Jones, based in Culpeper, VA. He has 14 years of industry experience and has been with Edward Jones since 2011. 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 23,700 advisors, offering a range of advisory programs and investment strategies under a fiduciary standard.

Clarissa Fleming is a financial advisor with Primerica Advisors in Culpeper, VA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has been with Primerica Advisors since 2013 and was previously with Primerica Financial Services starting in 2012. In addition to advisory work, she receives compensation for referring home security and automation products and loan services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-driven strategies managed by unaffiliated asset managers and provides discretionary portfolio management with custody support through Pershing.

Frank Emery is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 34 years of industry experience. He previously worked at Voya Financial Advisors, Inc. and has been with Cetera and its affiliated entities since 2016. Outside of advising, he represents the Education Funding Foundation, assisting high school students and their families with qualifying for college grants. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and planning services with various program options, including access to third-party money managers and model portfolios.

Sabrina Southworth is a financial advisor at OSAIC with 10 years of industry experience. She holds Series 65 and Series 66 licenses. Prior to joining OSAIC in 2026, she worked at Truist Investment Services, Bank of America, Merrill, Fidelity Investments, Ally Invest Securities, Wells Fargo, and Cetera Financial Specialists. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party money managers, using tools such as asset-allocation modeling and automated rebalancing to manage portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.

Jerry Hulick is a financial advisor with Mass Mutual Investors Services, holding the Series 63 and Series 65 designations and bringing 50 years of industry experience. He has been with MassMutual Life Insurance Co and Mass Mutual Investors Services for 30 years. Hulick serves on the national board of trustees for United Cerebral Palsy and consults with nonprofits, development offices, and charities focused on disabilities and special needs. MassMutual Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations, offering various programs and educational seminars.

James Ebron is a Series 66-licensed advisor at Merrill with one year of industry experience. Prior to joining Merrill and Bank of America in 2025, he spent five years at East Carolina University and five years at Bishop O'Connell High School. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary strategies developed by internal and third-party managers.