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Our Team

Our financial professionals are active members of their communities, dedicated to helping individuals and businesses build the financial futures they envision. Through education, experience, and professional affiliations, our financial professionals' have built a practical approach to offering financial services and strategies to their clients. Each maintains a strong sense of community and a solid professional foundation.

Leadership

Richard Allen

Richard Allen

Executive Vice President

(703) 205-0303

Christopher Regan

Christopher Regan

Vice President, East Region

(703) 205-0310

(703) 207-0942

Falls Church, VA

Alex Chisholm

Alex Chisholm

Financial Advisor

(703) 205-2780

(703) 650-0698

Benjamin Turman

Benjamin Turman

Financial Advisor

703-205-0399

Connor Williams

Connor Williams

Marketing and Media Coordinator, Ascend Planning

(703) 205-0385

Daniel McNulty CFP®, ChFC®, AIF®

Daniel McNulty CFP®, ChFC®, AIF®

Senior Director of Wealth Management

(703) 205-0394

Danielle Byrd Thompson, MBA

Danielle Byrd Thompson, MBA

Financial Advisor

703-896-4650

Douglas Menorca

Douglas Menorca, CFP®

CERTIFIED FINANCIAL PLANNINGTM professional

703 205-0347

Evan Felix

Evan Felix

Financial Advisor

(703) 205-0359

Gavin Fung

Gavin Fung

Financial Consultant

703-207-0914

Gerald Grant III, MBA, CFP®, ChFC®, NQPA™

Gerald Grant III, MBA, CFP®, ChFC®, NQPA™

Financial Consultant

305-670-8571

Hongmei Deng

Hongmei Deng

Financial Advisor

224-381-4200

Jack Wang

Jack Wang

Financial Consultant

703-205-0371

Jason Crawford

Jason Crawford, CFP®, RICP®, CLU® (He/Him)

CERTIFIED FINANCIAL PLANNER® professional

(703) 205-0402

(703) 207-0942

Joe Lazzari

Joe Lazzari

Financial Advisor

703-205-0326

Joseph Staley, RICP®

Joseph Staley, RICP®

Financial Consultant

(703) 205-0349

Luther Ensminger

Luther G. Ensminger, Jr., ChFC, CLU, CPA

Financial Advisor

(703) 205-0352

(703) 207-0942

Lyle Yablonsky

Lyle Yablonsky, CFP®

CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL

(703) 205-0376

(703) 207-0942

Michael Levesque

Michael Levesque

Financial Consultant

(703) 205-0414

(703) 207-0942

Nathan Hamilton

Nathan Hamilton

Financial Advisor

703-205-0311

Nathan Moore

Nathan Moore, WMCP®

Retirement Planning Specialist

(703) 205-0340

(703) 207-0942

Paul Martin

Paul K. Martin, CFP®, ChFC®

Financial Advisor

(703) 205-2796

Steve Rosenzweig CLU, ChFC, AEP

Financial Professional

Richmond, VA

Blake Mason

Blake Mason

Financial Advisor

(804)-287-0201

Christopher Fines

Christopher Fines

Financial Consultant

540-604-5690

Joshua M. Alloway, CFP®

Joshua M. Alloway, CFP®

Financial Professional

540-604-5690

Lori A Preston, RICP®, CLU

Lori A Preston, RICP®, CLU

Financial Advisor

(757) 752-4268

Michelle Mast

Michelle Mast, CFP®, CLU, MBA

CERTIFIED FINANCIAL PLANNERTM professional, Retirement Planning Specialist

(888) 640-5211

Nicholas Osborne

Nicholas Osborne

Financial Advisor

(804) 287-0253

Richard

Richard "Alan" Cota III

Financial Advisor

804-287-0214

Norfolk, VA

James Blassingham

James Blassingham

Retirement Planning Specialist, Accredited Investment Fiduciary

757-461-2210