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.

Michael Karwic is a CFP® with 28 years of industry experience, currently serving as an advisor at Glenayr Family Advisors LLC. His prior roles include positions at Third Eye Associates, Commonwealth Financial Network, Lincoln Investment, and Iron Valley Wealth Management. He is a faculty member with The Sudden Money Institute, where he teaches Transition Finances, and he owns a woodworking business through Apogee Innovations, LLC. Glenayr Family Advisors works with individuals, couples, professionals, business owners, and multi-generational families, focusing on life transitions such as divorce, inheritance, retirement, health events, or sudden wealth. The firm emphasizes values-based, holistic financial and transition planning, referring investment management to vetted third-party managers rather than managing portfolios directly.

Peggy Frye is a CFP® professional with 23 years of industry experience, currently serving at Glenayr Family Advisors LLC since 2014. She is also an adjunct instructor at the Kinder Institute of Life Planning and the Financial Transitionist Institute and co-owns Glenayr Farm LLC, a working farm specializing in breeding championship show dogs and Angus beef cattle. Glenayr Family Advisors works with individuals, couples, professionals, business owners, and multi-generational families, focusing on life transitions such as divorce, inheritance, retirement, health events, or sudden wealth. The firm emphasizes values-based, holistic planning using the Kinder Method and Financial Transitionist tools and refers investment management to vetted third-party managers rather than managing portfolios directly.

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.

Kerst Ter Weele is a financial advisor at Bookends Financial Planning with 23 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial for 16 years before joining Bookends in 2023. Outside of his advisory role, he is involved in a cattle business partnership with a local farmer. Bookends Financial Planning serves individual, retirement plan, and corporate clients, managing approximately $288 million across a six-person team. The firm combines multiple analytical approaches to portfolio management and offers discretionary and non-discretionary services, educational workshops, and publishes various client resources.

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.

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.

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 for Truist Bank for 15 years. 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 various advisory programs and financial planning services under the Advisers Act fiduciary standard and ERISA fiduciary duties, with a distinctive focus on municipal advisory and underwriting activities.

Gregory Lohr is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at MML Investors Services and Massachusetts Mutual Life Insurance Company before joining Commonwealth and founding Lohr & Company, LLC. Outside of advisory work, he is president and co-owner of Rehoboth Farms, LLC, which manages a private farm raising Angus steers and rents property as a wedding venue, and is co-owner of 4 Buckets Retirement, LLC, a book sales and intellectual property business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, technology, and operational support. The firm offers discretionary model portfolios and customized investment solutions while operating as a platform provider for affiliated advisors.

Catherine Pfeilsticker is a financial advisor at Empower Advisory Group with 30 years of industry experience. She holds the ChFC® designation and Series 63 license. Since 1995, she has been associated with GWFS Equities Inc. Empower Advisory Group primarily provides financial planning and investment management services to employer-sponsored retirement plan sponsors and participants, integrating its offerings with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates in its financial planning approach.

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.

Ethan Lohr is a CFP® with 10 years of industry experience, currently affiliated with Commonwealth Financial Network. He has worked at Commonwealth and Lohr & Company, LLC since 2020 and previously at Mass Mutual Investors Services from 2015 to 2020. Lohr is co-owner of 4 Buckets Retirement, LLC and author of the book "The Four Buckets." Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs, investment management, and practice-management support, allowing advisors discretion in portfolio construction alongside model portfolios managed by its Investment Management and Research team.

Darius Vesuna is a financial advisor at D.A. Davidson & Co. with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Truist Advisory Services, Truist Investment Services, Bb&T Securities, and Scott & Stringfellow, Inc. 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 services under fiduciary standards and features comprehensive financial planning, municipal advisory activities, and a Private Wealth program for ultra-high-net-worth clients.

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.

Joel Marks is a financial advisor with Ameriprise in Madison, VA, holding the ChFC® designation and Series 63 and 66 licenses. He has 49 years of industry experience and previously worked at firms including Cuna Mutual Group and Capital One Financial Advisors. Outside of his advisory role, he hosts the Money Success Radio Program and serves as an ordained minister providing pulpit supply. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which combines written recommendations with ongoing tax-aware withdrawal guidance.

Cameron Miller is a financial advisor with Edward Jones in Leesburg, VA, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Phillip Lennon is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 65 and Series 66 credentials and has worked at Edward Jones since 2023. Prior to this, he was involved with Tiger Solar and operates Valley Athletics, LLC. 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 strategies, managing approximately $1.01 trillion in assets through 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.

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.

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.

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.

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.

Robert Butterworth is a financial advisor with Ameriprise in Madison, Virginia, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Ameriprise and its related entities since 2009. Outside of his advisory role, he has involvement in real estate ownership unrelated to investment activities. Ameriprise is an institutional firm serving clients, particularly those nearing or in retirement with significant investable assets, through its retirement-income planning service. The firm combines research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations, supported by a centralized consulting team.

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.