Fairfax, VA Monument Drive Office

Team
Updated today

Client AUM

$3,860,932,965

Clients

16,313

Advisors

9

Of 747 advisors across 226 offices

Location

12150 Monument Drive, Ste 850

Fairfax VA 22033

Advisors at this office

9

Advisors at this office

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Michael B

Series 63, Series 65

Fairfax, VA

Voya financial Advisors, Inc.

Michael Bugg II is a financial advisor at Voya Financial Advisors, Inc. with Series 63 and Series 65 credentials and one year of industry experience. His prior experience includes roles at Western & Southern Life and multiple financial services firms. Outside of advising, he has worked as a full-time sales agent for Western Southern Life. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, and retirement plan sponsors. The firm offers financial planning and portfolio management through various program structures, primarily delivering non-discretionary advice via affiliated retirement offerings and third-party money manager programs.

Retirement income strategy General retirement planning Business ownership considerations Founder/Business Owner Executive
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Marilyn F

Series 63, Series 65

Fairfax, VA

Voya financial Advisors, Inc.

Marilyn Forrester is a financial advisor with Voya Financial Advisors, Inc. She holds Series 63 and Series 65 licenses and has five years of industry experience. Her prior work includes roles at D.H. Gould Company, NYLife Securities LLC, and New York Life. Voya Financial Advisors, Inc. serves a diverse client base including individual investors, retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, and consulting services through various program structures, emphasizing recommendation-based advice over discretionary management.

Retirement income strategy General retirement planning Business ownership considerations Founder/Business Owner Executive
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Christopher P

CFP®, Series 63

Fairfax, VA

Voya financial Advisors, Inc.

Christopher Piczak is a CFP® professional with 43 years of industry experience, currently serving at Voya Financial Advisors, Inc. since 2014. He is also an independent insurance agent involved in the sale of fixed insurance products. Voya Financial Advisors, Inc. serves a diverse client base including individual investors, institutional clients, retirement plan sponsors, and high-net-worth individuals. The firm offers a variety of financial services such as financial planning, portfolio management, and plan-sponsor consulting through multiple program structures, emphasizing recommendation-based advice over discretionary management.

Retirement income strategy General retirement planning Business ownership considerations Founder/Business Owner Executive
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Sarala K

CFP®, ChFC®, Series 63, Series 65

Fairfax, VA

Voya financial Advisors, Inc.

Sarala Katta is a financial advisor with Voya Financial Advisors, Inc. who holds the CFP® and ChFC® designations and has 36 years of industry experience. She has been with Voya Financial Advisors since 2015. Katta serves as a board member for the Career and Technical Education/Academy of Finance and Business Management Academy, where she participates in activities such as mock interviews and internship identification. Voya Financial Advisors serves a diverse client base including individuals, institutional clients, retirement plan sponsors, and high-net-worth individuals. The firm provides services ranging from financial planning to portfolio management and plan-sponsor consulting, delivering advice primarily through recommendation-based, non-discretionary arrangements across multiple program structures.

Retirement income strategy General retirement planning Business ownership considerations Founder/Business Owner Executive
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Stacey O

ChFC®, Series 63, Series 66

Fairfax, VA

Voya financial Advisors, Inc.

Stacey Osborne is a financial advisor at Voya Financial Advisors, Inc. with 35 years of industry experience. She holds the ChFC® designation as well as Series 63 and Series 66 licenses. Osborne has been with Voya Financial Advisors since 2014. Outside of her advisory role, she teaches personal finance to students at River Hill High School through Junior Achievement. Voya Financial Advisors, Inc. serves a diverse range of clients, including individuals, retirement plan sponsors, charitable organizations, and corporations, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm primarily provides non-discretionary advice across multiple program structures, including Unified Managed Account wrap programs and third-party money manager offerings.

Retirement income strategy General retirement planning Business ownership considerations Founder/Business Owner Executive
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John B

Series 63, Series 65

Fairfax, VA

Voya financial Advisors, Inc.

John Brosnahan is a financial advisor at Voya Financial Advisors, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Voya Financial Advisors since 2014. In addition to his advisory role, he operates as an independent insurance agent, specializing in fixed insurance products. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting, primarily through non-discretionary advisory relationships.

Retirement income strategy General retirement planning Business ownership considerations Founder/Business Owner Executive
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Gary R

Series 65, Series 63

Fairfax, VA

Voya financial Advisors, Inc.

Gary Ritterstein is a financial advisor with Voya Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has been in the industry since 2025. Prior to joining Voya, he worked at M+R Strategic Services and operated independently for six years. Voya Financial Advisors, Inc. serves a diverse range of clients, including individual investors, institutional clients, and retirement plan sponsors. The firm provides financial planning, portfolio management, and consulting services through various programs, emphasizing recommendation-based advice over discretionary management.

Retirement income strategy General retirement planning Business ownership considerations Founder/Business Owner Executive
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Linda C

Series 66

Fairfax, VA

Voya financial Advisors, Inc.

Linda Cheng is a Series 66-licensed financial advisor with Voya Financial Advisors, Inc., where she has worked since 2015. She has 21 years of industry experience and is the sole proprietor of Dragonfly Method LLC, through which she teaches yoga and guided meditations. Cheng is also actively involved in her community as the 1st Vice President of the Montclair Property Owner's Association. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients. The firm provides a range of advisory services such as financial planning, portfolio management, and plan-sponsor consulting, with a preference for non-discretionary, recommendation-based client relationships.

Retirement income strategy General retirement planning Business ownership considerations Founder/Business Owner Executive
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Marta S

ChFC®, Series 63, Series 65

Fairfax, VA

Voya financial Advisors, Inc.

Marta Steane is a financial advisor with Voya Financial Advisors, Inc. in Fairfax, VA, holding a ChFC® designation and Series 63 and 65 licenses, with 31 years of industry experience. She has been with Voya Financial Advisors since 2014. Outside of her advisory role, she is an independent insurance agent and volunteers with the Humane Society of Warren County, assisting with animal care. Voya Financial Advisors serves a diverse client base, including individuals, institutions, and retirement plan sponsors, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm utilizes multiple program structures, primarily providing non-discretionary advice, and operates with various affiliated programs and revenue-sharing arrangements.

Retirement income strategy General retirement planning Business ownership considerations Founder/Business Owner Executive
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