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.

Mark Stys is a financial advisor at WS Wealth Management, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with WS Wealth Management since 2013. The firm provides financial planning, consulting, and discretionary investment management primarily to individual and high-net-worth clients. WS Wealth Management employs a tactical, diversified asset-allocation approach utilizing various investment vehicles, managing approximately $90.5 million across about 70 client relationships.

Richard Czechowski is a CFP® with 33 years of industry experience, currently serving as an advisor at WS Wealth Management, LLC. He joined the firm in 2021 after 16 years with LPL Financial. WS Wealth Management provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, charitable organizations, and business entities. The firm primarily serves individual and high-net-worth clients with a tactical, well-diversified asset-allocation approach tailored to clients’ objectives and considerations.

Jonathan Wagner is a CFA® charterholder with 20 years of industry experience. He is currently with WS Wealth Management, LLC, where he has worked since 2024, following an 11-year tenure at W&S Wealth Management, LLC. WS Wealth Management provides financial planning, consulting, and discretionary investment management primarily to individual and high-net-worth clients, managing approximately $90.5 million across about 70 relationships. The firm uses a tactical, diversified asset-allocation approach incorporating ETFs, mutual funds, individual equities, fixed income, alternative investments, and covered options, tailoring portfolios to clients’ objectives, liquidity, tax, and legal considerations.

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.

Sarah Yakel is a CFP® and holds a Series 65 license with 17 years of industry experience. She has been with Meridian Financial Partners LLC since 2015, where she is part of a four-advisor team based in Warrenton, VA. Meridian Financial Partners LLC provides personalized asset management and integrated financial planning to individuals, families, trusts, charitable organizations, pensions, and corporations. The firm emphasizes asset allocation as the primary driver of returns and manages client portfolios predominantly on a discretionary basis.

Daniel Fortunato is a financial advisor at Meridian Financial Partners LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Monterey Church and Carfax. Meridian Financial Partners LLC provides personalized asset management and integrated financial planning to individuals, families, trusts, charitable organizations, pensions, and corporations. The firm emphasizes asset allocation as the primary driver of returns and manages client portfolios on a discretionary basis, with a focus on longer-term holdings and ongoing financial planning.

Kira Topeka is a financial advisor at Meridian Financial Partners LLC with a Series 65 designation and six years of industry experience. She has worked at Meridian Financial Partners since 2020 and is also involved with Topeka Custom Design & Photo. Prior to her current roles, she was associated with The Great Meadow Foundation and Strider Pro. Meridian Financial Partners LLC provides personalized asset management and integrated financial planning to individuals, families, trusts, charitable organizations, pensions, and corporations. The firm emphasizes asset allocation as the primary driver of returns and manages client portfolios on a discretionary basis, with ongoing financial planning and regular account reviews.

Nathaniel Gilbert is a financial advisor at Meridian Financial Partners LLC with 23 years of industry experience. He holds the Series 66 designation and has been with Meridian Financial Partners since 2015. The firm provides personalized asset management and integrated financial planning to individuals, families, trusts, charitable organizations, pensions, and corporations, managing over $510 million in assets. Meridian emphasizes asset allocation as the primary driver of returns, combining internal and third-party research to guide investment decisions, and manages client portfolios primarily on a discretionary basis.

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.

Sarah Irving is a CFP® professional with nine years at Meridian Financial Partners LLC and a total of five years in the financial advisory industry. Prior to joining Meridian, she worked at Prospect 33 for six years. Meridian Financial Partners LLC provides personalized asset management and integrated financial planning to individuals, families, trusts, charitable organizations, pensions, and corporations. The firm emphasizes asset allocation as the primary driver of returns and generally manages client portfolios on a discretionary basis, combining internal and third-party research to inform investment decisions.

Christopher Smith is a financial advisor at Encompass More Asset Management LLC with two years of industry experience. He holds a Series 65 designation and previously worked in aviation before joining the financial services sector. Smith is also a licensed independent insurance agent. Encompass More Asset Management LLC provides discretionary portfolio management, financial planning, and retirement-platform model services primarily to individual and high-net-worth clients. The firm manages approximately $985 million through about 85 advisors and employs model-based strategies that combine proprietary models and third-party sub-advisers across a range of investment options.

Brett Nelson is a CFP® with 19 years of industry experience, currently serving at Mariner Independent. His prior roles include positions at AdvicePeriod, LLC, VOYA Financial Advisors, and Nelson Financial Partners. He is also a life and annuity insurance producer. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, access to model portfolios and third-party managers, and specialized plan services supported by institutional and retirement plan resources.

April Blake is a financial advisor with Founders Financial Securities LLC, holding Series 65 and Series 63 credentials and 13 years of industry experience. She has previously worked at Fortune Financial Services, Inc. and Interactive Financial Advisors. In addition to her advisory role, she is a partner in Beach, Blake, & Assoc Financial Services, LLC, where she is involved in insurance sales. Founders Financial Securities serves individuals, retirement plan sponsors, trusts, and corporate clients through a network of investment adviser representatives managing approximately $4.1 billion in assets. The firm offers multiple advisory platforms and services, including managed portfolios, fee-based annuities, financial planning, and 1031 exchange consulting, with investment strategies tailored by its representatives under firm oversight.

Christian Prioretti is a financial advisor at Navy Federal Investment Services, LLC with two years of industry experience. He holds Series 63 and Series 65 designations and has worked with Navy Federal Credit Union and Monarch Financial Solutions LLC. Prior to his current role, Prioretti also held positions at Lord Fairfax Community College and Wegmans. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm primarily uses managed advisory programs with third-party portfolio managers and supports solutions such as unified managed accounts and automated ETF portfolios.

Kevin Handford is a financial advisor with Commonwealth Financial Network in Warrenton, VA, holding CFP® and ChFC® designations and over 30 years of industry experience. He has operated Handford Financial Strategies since 2002. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, providing advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management services.

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.

Robert Wells is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 14 years of industry experience. He previously worked at Valic Financial Advisors for five years before joining Private Advisor Group and LPL Financial in 2017. Outside of his advisory role, Wells is involved in coffee roasting and performs as a musician with The Imaginary Blues Band. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing both proprietary and third-party investment platforms and strategies.

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.