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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

Regional Vice President

(703) 205-0310

Nicholas Yellets

Nicholas Yellets

Regional Vice President

(804) 287-0247

Falls Church, VA

Aaron Kniss

Aaron Kniss

Financial Advisor

(703) 205-0372

Alex Chisholm

Alex Chisholm

Financial Advisor

(703) 205-2780

Ashesh Shah

Ashesh Shah

Financial Advisor

(703) 542-8202

Austin Fernandez

Austin Fernandez

Financial Advisor

(703) 205-0318

Basil Herzstein, CFP ®

Basil Herzstein, CFP ®

Financial Advisor

(301) 251-1400

Benjamin Turman

Benjamin Turman

Financial Advisor

(703) 205-0399

Bradley Martin

Bradley Martin

Financial Advisor

(703) 204-9285

Carolyn Juan, CFP ®

Carolyn Juan, CFP ®

Financial Advisor

(703) 205-0405

Christopher Weins

Christopher Weins

Financial Advisor

(703) 205-0328

Christopher Regan

Christopher Regan

Regional Vice President

(703) 205-0310

Daniel McNulty CFP®, ChFC®, AIF®

Daniel McNulty CFP®, ChFC®, AIF®

Senior Director of Wealth Management

(703) 205-0394

Daniel LeRoy, CFP ®

Daniel LeRoy, CFP ®

Financial Advisor

(703) 205-0350

Danielle Byrd Thompson, MBA

Danielle Byrd Thompson, MBA

Financial Advisor

(703) 896-4650

Douglas Menorca, CFP ®

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

Henry Shields, CFP ®

Henry Shields, CFP ®

Financial Advisor

(703) 205-0315

Hongmei Deng

Hongmei Deng

Financial Advisor

(224) 381-4200

Jack Wang

Jack Wang

Financial Consultant

(703) 205-0371

Jason Crawford, CFP ®, CLU ®

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

CERTIFIED FINANCIAL PLANNER® professional

(703) 205-0402

Jimmy McMillian, ChFC ®, CLU ®

Jimmy McMillian, ChFC ®, CLU ®

Financial Advisor

(301) 562-9192

Joe Lazzari

Joe Lazzari

Financial Advisor

(703) 205-0326

John B. Anderson

John B. Anderson

Financial Consultant

(703) 896-4650

Joseph Staley, RICP®

Joseph Staley, RICP®

Financial Consultant

(703) 205-0349

Justin Gaudet

Justin Gaudet

Financial Advisor

(703) 205-0413

Justin Nesheiwat, CFP ®

Justin Nesheiwat, CFP ®

Financial Advisor

(703) 205-2788

Karen Wong

Karen Wong

Financial Advisor

(703) 205-0337

Keith R. Lee II

Keith R. Lee II

Financial Advisor

(703) 205-0304

Kenneth Fahmy, CFP ®

Kenneth Fahmy, CFP ®

Financial Advisor

(703) 760-4630

Kyra Irani

Kyra Irani

Financial Advisor

(703) 205-0378

Luther

Luther "Lu" Ensminger, ChFC ®, CLU ®, CPA

Financial Advisor

(703) 205-0352

Lyle Yablonsky, CFP®

Lyle Yablonsky, CFP®

Financial Advisor

(703) 205-0376

Marilyn Hoosen, CPFA®

Marilyn Hoosen, CPFA®

Financial Advisor

(703) 254-8303

Mark Dellosso, RICP®

Mark Dellosso, RICP®

Senior Consultant

(703) 205-0331

Mark Dolfis, CFP ®

Mark Dolfis, CFP ®

Financial Advisor

(703) 205-0320

Mark Toia

Mark Toia

Financial Advisor

(703) 205-0346

Mark Swartz, JD, CFP ®, ChFC ®, CLU ®, AIF ®

Mark Swartz, JD, CFP ®, ChFC ®, CLU ®, AIF ®

Financial Advisor

(703) 205-0400

Michael Levesque

Michael Levesque

Financial Consultant

(703) 205-0414

Nan Yin Juan

Nan Yin Juan

Financial Advisor

(703) 205-0338

Nathan Hamilton

Nathan Hamilton

Financial Advisor

(703) 205-0311

Nathan Moore

Nathan Moore, WMCP®

Retirement Planning Specialist

(703) 205-0340

Nicole Floyd

Nicole Floyd

Financial Advisor

(703) 207-0900

Patrick Robertson, MSFP, CFP®, RICP®

Patrick Robertson, MSFP, CFP®, RICP®

Financial Advisor

(703) 205-0342

Paul Martin, ChFC ®

Paul K. Martin, CFP®, ChFC®

Financial Advisor

(703) 205-2796

Richard Levy, CFP ®

Richard Levy, CFP ®

Financial Advisor

(703) 207-0900

Scott Greenberg, CFP ®, ChFC ®

Scott Greenberg, CFP ®, ChFC ®

Financial Advisor

(703) 407-7896

Steve Rosenzweig, ChFC ®, CLU ®

Steve Rosenzweig CLU, ChFC, AEP

Financial Advisor

(703) 205-0408

Steven Galko

Steven Galko

Financial Advisor

(703) 205-0374

Tanika Washington

Tanika Washington

Financial Advisor

(703) 205-0322

Tareq Khattar, CFP ®

Tareq Khattar, CFP ®

Financial Advisor

(703) 205-0323

TC Fung, CFP ®, CLU ®

TC Fung, CFP ®, CLU ®

Financial Advisor

(703) 207-0316

Terrance Blount

Terrance Blount

Financial Advisor

(703) 801-0668

Thomas Natoli, CFP ®

Thomas Natoli, CFP ®

Financial Advisor

(703) 205-0365

Thomas Baker

Thomas Baker

Financial Advisor

(540) 681-1420

Tyler Tisdell, CFP®, RICP®

Tyler Tisdell, CFP®, RICP®

Financial Advisor

(703) 207-0900

Richmond, VA

Alberta Marx

Alberta Marx

Financial Advisor

(703) 205-0308

Alexander Howell

Alexander Howell

Financial Advisor

(804) 533-2614

Andrew McDaniel

Andrew McDaniel

Financial Advisor

(804) 288-1100

Andrew Schelle

Andrew Schelle

Financial Consultant

(804) 287-0257

Blake Mason

Blake Mason

Financial Advisor

(804) 287-0201

C. H. Alexander

C. H. Alexander "Alex" Altizer, ChFC®, AIF®, RICP®, CLU®

Financial Advisor

(804) 287-0234

Chiles B. Mason Jr.

Chiles B. Mason Jr.

Financial Advisor

(804) 288-1100

Chris Fines, CFP®, RICP®

Chris Fines, CFP®, RICP®

Financial Consultant

(540) 604-5690

Christopher Hogge

Christopher Hogge

Financial Advisor

(804) 287-0253

Daniel Desroches, CLU ®

Daniel Desroches, CLU ®

Financial Consultant

(757) 306-8110

David Stables, CFP ®, ChFC ®, CLU ®

David Stables, CFP ®, ChFC ®, CLU ®

Financial Advisor

(703) 205-0349

Frank Elgin

Frank Elgin

Financial Advisor

(804) 287-0222

James Amato, CFP ®

James Amato, CFP ®

(804) 378-7030

Jeremy Johnson

Jeremy Johnson

Financial Advisor

(804)-287-0211

Joshua M. Alloway, CFP®

Joshua M. Alloway, CFP®

Financial Professional

(540) 604-5690

Matthew McKenna, CFP ®, ChFC ®, CLU ®

Matthew McKenna, CFP ®, ChFC ®, CLU ®

Financial Advisor

(804) 287-0223

Michael Cupp

Michael Cupp

Financial Advisor

(540) 604-5690

Michael Hayes Jr.

Michael Hayes Jr.

Financial Advisor

(540) 604-5690

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

Nicholas Yellets

Nicholas Yellets

Regional Vice President

(804) 287-0247

Peter Switzer, CRES®

Peter Switzer, CRES®

Financial Advisor

(804) 287-0206

Richard

Richard "Alan" Cota III

Financial Advisor

(804) 288-1100

Samuel Sager

Samuel Sager

Financial Advisor

(804) 287-0255

Samuel Jerome, CFP ®

Samuel Jerome, CFP ®

Financial Advisor

(540) 604-5690

Trevor Roberts, CFP ®

Trevor Roberts, CFP ®

Financial Advisor

(804) 897-4747

Wiliam Mears, CFP ®

Wiliam Mears, CFP ®

Financial Advisor

(540) 604-5690

Norfolk, VA

Harold Gilbert, CLU ®

Harold Gilbert, CLU ®

Financial Advisor

(757) 436-4463

James Blassingham, CLU®, AIF®, CPFA

James Blassingham, CLU®, AIF®, CPFA

Retirement Planning Specialist, Accredited Investment Fiduciary

(757) 461-2210

John Cavanagh

John Cavanagh

Financial Advisor

(757) 461-2210

Lori A. Preston, CLU ®, RICP®

Lori A. Preston, CLU ®, RICP®

Financial Advisor

(757) 752-4268

Stephen Powell, ChFC ®

Stephen Powell, ChFC ®

Financial Advisor

(757) 461-2210

Sterling Brightman, CFP ®, ChFC ®, CLU ®

Sterling Brightman, CFP ®, ChFC ®, CLU ®

Financial Advisor

(757) 988-3999

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