Michael Cox is a financial advisor with Equity Services, Inc. He holds a Series 66 designation and has three years of industry experience. His prior work includes roles at National Life Group and Apogee Financial Partners, along with service in the Federal Aviation Administration and the U.S. Army Reserve. Outside of advising, he is involved in project development for engineering data centers and electrical systems. Equity Services, Inc. serves individuals, corporations, trusts, estates, charitable organizations, and retirement plans with financial planning, consulting, and asset management services. The firm uses a combination of proprietary and third-party platforms to deliver investment management, offering both discretionary and non-discretionary trading strategies tailored to client profiles.

Joel Marks is a financial advisor with Ameriprise in Madison, VA, holding the ChFC® designation and Series 63 and 66 licenses. He has 48 years of industry experience, including previous roles at Cuna Mutual Group, CUNA Brokerage Services, and Capital One Financial Advisors. Outside of his advisory work, he hosts a radio program focused on financial education and serves occasionally as a pulpit supply minister. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with substantial investable assets, providing detailed written recommendations on income, Social Security, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support its clients through a centralized consulting team, with an emphasis on assets held in Ameriprise Managed Accounts.

Jennifer Mathie is a CFP®-certified financial advisor with Edward Jones, where she has worked since 2013. She holds Series 63 and Series 66 licenses and has 14 years of industry experience. Based in Spotsylvania, VA, she has spent her career with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and offers a range of investment strategies, overlay and tax-efficient services, and affiliated investment products under a fiduciary standard.

George Mitchell III is a CFP®-credentialed financial advisor with Raymond James & Associates, bringing 45 years of industry experience. He has been with Raymond James since 2013. Outside of his advisory role, he serves as a trustee for Mitchell, George H, Jr. Raymond James & Associates provides financial planning and investment consulting services to a broad client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, along with institutional consulting and municipal finance services.

Rhonda Carr is a financial advisor at LPL Financial with 32 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Advisors for seven years. Outside of her advisory role, she owns Laurel Cliff Kennels, a business overseeing dogs, and sells antiques and collectibles as a vendor. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and accommodates both advisory and brokerage needs through its large network of investment adviser representatives.

Kelly Sherman is a CFP®-certified financial advisor with six years of industry experience. She has worked at Edward Jones since 2019, following prior roles in mortgage and real estate. Kelly receives trust dividend income from Bank of Hawaii. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,700 financial advisors. The firm offers a range of managed strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Shawn Thomas Franklin is a financial advisor at Ameriprise with five years of industry experience. Prior to joining Ameriprise in 2021, he worked at Edward Jones and PNC Bank. He is a co-owner of VapeCycle US, an environmental non-profit focused on recycling lithium-ion batteries from disposable vapes. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Frank Emery is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at Voya Financial Advisors, Sagepoint Financial, and over four decades at Emery Financial Services. Outside of his advisory work, he represents the Education Funding Foundation, assisting high school students in qualifying for college grants. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining advisor-managed accounts with firm-sponsored and third-party managed solutions.

Whitney Hull is a financial advisor at Charles Schwab with nine years of industry experience. She holds a Series 66 designation and has worked at several firms, including Raymond James Financial Services and Mutual of Omaha. Hull is based in Ruther Glen, VA. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized custody and brokerage services.

Jerry Hulick is a financial advisor with MassMutal Investors Services, holding Series 63 and Series 65 credentials and over 50 years of industry experience. He has been with MassMutual Life Insurance Company and MassMutal Investors Services since 1996. Outside of his advisory role, Hulick is involved with nonprofit organizations focused on disabilities and special needs, serving as a national board trustee for United Cerebral Palsy and consulting with related charities. MassMutal Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers annual, collaborative planning relationships using firm-approved analytical tools and delivers written recommendations without investment discretion.

Richard Lagasse is a CFP® with over 33 years of experience in the financial industry. He is currently with Fidelity Investments and has previously worked at Ameriprise, TD Ameritrade, Scottrade, and Multi-Bank Securities. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes proprietary research, quantitative analysis, and systematic methodologies to construct model portfolios across mutual funds, ETFs, and ETPs.