George Wright Jr. is a financial advisor with Raymond James Financial who holds a Series 66 designation and has 18 years of industry experience. He has been affiliated with Raymond James Financial Services Advisors, Inc. since 2009 and is the owner of Legacy Financial Group in Williamsburg, VA, where he has worked since 2012. Wright also serves on the Endowment Investment Committee of St Martin Episcopal Church. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports a broad network of advisors and affiliated firms.

Ashwin Martin is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and with 14 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held roles at Wells Fargo Advisors, LLC, and Wells Fargo Bank NA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Douglas Hartz is a financial advisor with LPL Financial in Williamsburg, VA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at LPL Financial since 2011 and simultaneously has been with Citizens And Farmers Bank since 1998. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Spaska Boyanova is a financial advisor with Morgan Stanley in Williamsburg, VA, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and methodologies.

Jeffrey Rakes is a financial advisor with Wells Fargo Clearing, holding the Series 66 designation and offering 23 years of industry experience. He has been with Wells Fargo in various capacities since 2009. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Beth Brauner is a financial advisor at Morgan Stanley in Williamsburg, VA, holding Series 63 and Series 66 credentials with three years in the industry. Prior to joining Morgan Stanley in 2023, she spent five years with Abundance Organizing and engaged in volunteer work from 2015 to 2018. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Amy Stone is a Senior Financial Advisor based in the Williamsburg, VA office of Merrill Lynch Wealth Management. She began her financial services career in 2005 at Merrill, where she worked until 2013 before spending eight years at SunTrust Investment Services. Amy rejoined Merrill Lynch in 2021 and focuses on working with multigenerational families to help them achieve their financial goals. Her expertise includes areas such as education planning, family wealth management strategies, legacy planning, retirement income, and investment consulting for defined contribution and defined benefit plans. Amy holds a Bachelor of Science in Business Administration from Christopher Newport University and a Master’s degree from Averett University. She earned her CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in 2019 and also holds the Personal Investment Advisor (PIA) designation. Outside of her professional life, Amy enjoys spending time with her husband, Richard, who is a firefighter/EMS, and their miniature Australian Shepherd, Copper. She is an equestrian with five horses, competes in endurance racing, and enjoys outdoor activities such as camping, hiking, horseback riding, and running.

Emily Gardner is a financial advisor at Merrill with six years of industry experience and holds a Series 66 designation. Her background includes roles at Morgan Stanley and Owens-Illinois. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Seth Blanton is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 19 years of experience in helping clients plan for their future. He specializes in personal retirement planning, portfolio management services, and retirement income. Seth takes a comprehensive approach to managing wealth by understanding each client's unique financial situation and priorities, creating customized strategies that adapt to changing needs and market conditions. Through his work, he leverages the investment insights of Merrill and the banking capabilities of Bank of America to address various aspects of clients' financial lives. He holds a Bachelor's Degree from the University of Virginia's College at Wise and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Seth is committed to delivering excellent service and supporting clients through every stage of life with care, respect, and dedication. He participates in community service, volunteering with local organizations, reflecting his connection to the communities he serves. Outside of his professional work, Seth enjoys boating, camping, music, and spending time with his family.

Allan Mcclure is a financial advisor with Primerica Advisors in Williamsburg, VA, holding Series 63 and Series 65 credentials and two years of industry experience. His prior work includes roles at Fairlead Integrated, Huntington Ingalls Industries, and PFS Investments Inc. Outside of his advisory duties, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and $15.5 billion in assets under management, offering advisory services based on model strategies developed by unaffiliated asset managers.

Eugene O Leary is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with LPL Financial since 2017, following prior roles at National Asset Management and National Securities Corporation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diverse advisory programs, financial planning, and retirement consulting, supported by research and various model portfolio options.

Donte Smith is a Resident Director and financial advisor with Merrill. He began his financial services career in 2014 and has over eight years of experience serving clients in the Greater Richmond Region and other states. Donte focuses on helping individuals and families develop and implement financial strategies aimed at growing, managing, preserving, and transferring wealth to support their ideal financial futures. His areas of expertise include family wealth management, legacy planning, portfolio management, retirement income, and philanthropic planning. Donte holds a Bachelor's degree in Business Administration from Grand Valley State University in Grand Rapids, Michigan. Prior to his financial services career, he worked for Steelcase, Inc., the world's largest office furniture manufacturer, for ten years in various roles. He holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Beyond his professional work, Donte is active in his community. He serves on the Board of Directors for the Black History Museum of Virginia and volunteers as a minister at M3 Church. He also coaches youth sports, supporting and mentoring young athletes. Donte resides in Glen Allen, Virginia with his two sons, Te'Ven and Aiden.

Ryan Lee is a CFA® charterholder with 22 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as treasurer for the Williamsburg Community Chapel, an interdenominational church in Williamsburg, VA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a notable range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Jason Cooprider is a financial advisor at LPL Financial with 22 years of industry experience. He holds a Series 66 designation and previously worked for Mass Mutual Investors Services and MassMutual Life Insurance Company for 19 years. Jason is also involved with Cooprider Financial Partners, an entity connected to his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, supporting both discretionary and non-discretionary management with access to model portfolios, research, and various investment strategies.

Warren Martin is a financial advisor at LPL Financial with 16 years of industry experience. He holds a Series 66 credential and previously worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Co. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers financial planning, advisory programs, and retirement consulting, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Peter Kokolis is a financial advisor with Morgan Stanley in Williamsburg, VA, holding Series 63 and Series 65 licenses and with 29 years of industry experience. He has worked with Morgan Stanley and its Private Bank since 2009. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning services without individual security recommendations, generally acting in an advisory capacity.

Amy Robinson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 21 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she serves as a trustee for The Team Foundation at Trinity Lutheran Church and acts as a power of attorney for her niece. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Victoria Lyttle is a financial advisor with LPL Financial in Williamsburg, VA, holding Series 63 and Series 65 licenses and having 28 years of industry experience. She has been with LPL Financial since 2009. Outside of her advisory work, she serves as a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of advisors. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and various portfolio management strategies.

Daniel Roose is a financial advisor with Primerica Advisors in Williamsburg, VA, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2010. Outside of advisory work, he is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Kailen Gildersleeve Denton is a Certified Financial Planner® with 19 years of industry experience. She is currently with Morgan Stanley, having previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Her credentials include the CFP®, Series 63, and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets, utilizing structured planning tools and varied advisory programs.