Kylisa Harris

Brian Booker is a financial advisor at Prosperity Wealth Management in Port Haywood, VA, with 21 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Northwestern Mutual in various capacities from 2003 to 2019. Booker is also an independent licensed insurance agent. Prosperity Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, and business entities. The firm offers diversified portfolio management, financial plans, and manages held-away accounts through the Pontera Solutions platform, operating a wrap fee program and conducting client educational seminars.

Caitlin Allard is a CFP® with five years of industry experience, currently serving as an advisor at The Wealth Consulting Group. Her prior roles include positions at Sentinel Wealth Management, The Legacy Foundation, Abaco Systems, and S&P Global Market Intelligence. She is a member of the advisory board for the YMCA in Suffolk, VA, where she participates in community outreach efforts. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, corporate and plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process that integrates multiple analytical approaches and offers both direct management and access to third-party programs, with additional services that include fiduciary support and legal-service integration.

Katharine Smith is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has been with Citigroup since 2013. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs, along with broker-dealer execution and custody services.

Carlos Britos is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has served in the United States Navy since 2000. Outside of advising, he assists with Nautiwax LLC, a cosmetology business owned by his wife. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a range of investment strategies and affiliated services under a fiduciary standard.

Matthew Williams is a financial advisor at Edward Jones in Gloucester, VA, holding a Series 66 designation with four years at Edward Jones and three years of industry experience. Prior to joining Edward Jones, he spent 14 years at Underboats INC. Edward Jones is a wealth management firm serving individual and institutional clients with a broad range of advisory and investment services, supported by a large network of advisors and branch offices across the country.

Shelton Glaze is a financial advisor at Raymond James Financial with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Tractor Supply Company and Chick-fil-A, as well as academic experience at James Madison University. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored financial plans developed through detailed client interviews and risk profiling.