George Haskins is a Senior Financial Advisor with Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA), which supports his role in providing tailored financial guidance to clients. George earned his Bachelor's Degree from Hampden-Sydney College. His educational background and professional credentials contribute to his expertise in wealth management and investment advisory services.

Susan Fox is a financial advisor with LPL Financial in Kilmarnock, VA, holding Series 63 and Series 65 credentials and 32 years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Prudential Equity Group, LLC. She is also associated with Plum Tree Financial, Inc., an investment-related business affiliated with her LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors and assets under management exceeding $819 billion.