Shelly Crosse New York Life

Securities America, now operating under the name Osaic Securities, offers a range of securities and investment advisory services through its affiliated firms, including Osaic Wealth Inc., Osaic Institutions Inc., and Triad Advisors LLC. These entities are registered broker-dealers and investment advisers, all members of FINRA and SIPC, ensuring compliance and protection for clients in their financial endeavors. The firm provides a variety of financial products and services, with advisory programs sponsored by VISION 2020 Wealth Management Corp. While the information provided is intended as a courtesy, clients are advised that linking to external websites means leaving the Osaic Securities site, and the firm does not guarantee the accuracy of information found on those sites. Generated from the website

Waddell Advisory Group, based in Falls Church, VA, is a reputable financial consulting firm specializing in providing personalized advisory services to individuals and businesses. With a focus on strategic financial planning and investment management, Waddell Advisory Group assists clients in navigating complex financial landscapes to achieve their long-term financial goals. Generated from their business information

Jim David is a Fairfax, VA fee-only financial planner. David Wealth Management LLC provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions.