Percy Blackburn is a financial advisor with Guardian Life and holds the ChFC®, Series 66, and Series 63 designations. He has 10 years of industry experience, including prior roles at Northwestern Mutual Wealth Management Company and Park Avenue Securities. Guardian Life’s subsidiary, Park Avenue® Wealth Management, offers brokerage and advisory services to individuals, businesses, and charitable organizations, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party investment solutions.

Randall Vaughan Jr. is a financial advisor with Raymond James Financial in Henrico, VA, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has worked with Atlantic Union Bank, Union Bank & Trust, and Union Investment Services in addition to his long tenure at Raymond James. Vaughan also serves as a trustee of his living trust. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, supports a broad advisor network, and has notable capabilities in municipal and public finance advisory services.

Brian Wallis is a CFP® and holds a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2009 in Richmond, VA. 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 and offers a broad range of advisory and investment solutions through a nationwide network of more than 23,000 financial advisors.

Devin Andersen is a financial advisor at Fidelity with 12 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Fidelity Investments since 2021, following roles at Wells Fargo Clearing and Wells Fargo Bank NA. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines proprietary fundamental research with quantitative and algorithmic methods in constructing portfolios, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Katherine Dixon is a Series 66-licensed financial advisor with Raymond James Financial, based in Glen Allen, VA, and has 21 years of industry experience. She has worked with Atlantic Union Bank since 2019 and has been with Raymond James Financial Services Advisors, Inc. since 2015. Outside of her advisory role, she serves as Operations Manager for Atlantic Union Financial Consultants, LLC/AUB Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs in municipal advisory and SIMPLE IRA employer consulting.

Jameson Bunger is a financial advisor with Mass Mutual Investors Services in Glen Allen, VA, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2012. In addition to his advisory role, he is licensed as an agent offering individual and group life, health, long-term care, and disability insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, focusing on collaborative, goal-based planning supported by firm-approved analytic tools.

Thomas Troie is a financial advisor with Edward Jones in Ashland, VA. He holds the Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked in the insurance and contracting sectors, including Selective Insurance and The Whiting-Turner Contracting Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.

Christopher Rudzinski is a financial advisor at Raymond James Financial with 21 years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments and Middleburg Financial prior to his current roles. He is also involved with Atlantic Union Financial Consultants, LLC/AUB Wealth Management as a financial consultant. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm offers non-discretionary planning and uses analytical tools to tailor recommendations, supporting implementation through various advisory programs.

Christian Vanhoose is a Financial Consultant at Fidelity Investments, a role he has held since 2026. Prior to this, he served as an Investment Consultant at Fidelity Investments from 2024 to 2026. His career in financial services began at TIAA, where he worked as a Financial Services Consultant from 2021 to 2023 and then as an Individual Financial Consultant from 2023 to 2024. Christian is licensed in insurance in California. He focuses on meeting clients where they are to educate and guide them toward achieving their financial goals, aiming to provide ongoing support throughout their financial journey. Raised in a small town in Eastern Kentucky, he brings a perspective shaped by his background. Outside of his professional work, Christian enjoys spending time at the beach, exploring food, watching movies, listening to music, and caring for pets.

Sarah Mack is a financial advisor with Ameriprise in Richmond, VA, holding the ChFC® designation along with Series 63, 65, and 66 licenses. She has 17 years of industry experience, including ten years at Wells Fargo Clearing prior to joining Ameriprise in 2024. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach, supported by algorithmic automation and oversight committees.

David Kaplan is a CFP® professional with 32 years of industry experience, currently affiliated with Raymond James Financial in Glen Allen, VA. He has been with Raymond James since 2009 and is also the owner of Forcke, Kaplan & Associates, LLC, a support company he has operated since 2001. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm provides tailored, non-discretionary consulting using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Martha Osborne is an Investment Consultant at Fidelity Investments, a role she has held since 2026. In this position, she partners with clients to understand their unique short- and long-term goals and helps build personalized financial plans aimed at achieving those objectives. Prior to her current role, Osborne served as a Planning Consultant at Fidelity Investments from 2024 to 2026. Her career in finance began in 2017 at Virginia Asset Management, where she held positions as an Operations Specialist and later as a Wealth Management Associate. Outside of her professional work, Osborne's personal interests include spending time at the beach, cooking and baking, engaging in family activities, socializing with friends, horseback riding, and traveling.

Joshua Fisher is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His career includes roles at Cetera since 2019 and Foresters Financial Services from 2012 to 2019. He is also managing member of Wealth Cycle Advisors, LLC. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients nationwide. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to affiliated and third-party investment strategies.

Jeffrey Williams is a financial advisor with LPL Financial in Rockville, VA, holding Series 63 and Series 65 licenses and 42 years of industry experience. He has been with LPL Financial since 2003. Outside of his advisory work, Williams serves as an umpire for middle school and junior varsity girls’ fast pitch softball games. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

James Jamison III is a financial advisor with LPL Financial, holding a Series 66 credential and 20 years of industry experience. He has worked at LPL Financial since 2010 and was previously with Ameriprise from 2006 to 2010. Outside of his advisory work, he is president and owner of Benefit Design & Administration, Inc., a third-party administrator. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,000 advisors.

Edward Bullano Jr. is a financial advisor with LPL Financial in Glen Allen, VA, holding Series 63 and Series 65 credentials and more than 40 years of industry experience. He has worked previously at Wells Fargo Clearing, BB&T Investment Services, and Signator Investors. Outside of his advisory role, he is involved in business ventures including Synergy Wealth Group and Bullano Enterprises LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of tools and services.

William Lacy is a financial advisor with Mass Mutual Investors Services in Glen Allen, VA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior work includes roles at MetLife Securities Inc. and Massachusetts Mutual Life Insurance Company. Outside of his advisory work, he serves as a member of the Board of Zoning Appeals in Goochland, VA, and volunteers with The Dylan Lacy Foundation for Recovery, which raises funds to support addiction recovery efforts. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning, asset management, and educational programs to individuals, business owners, trusts, and charitable organizations. Their approach involves collaborative, annual financial planning engagements using firm-approved analytical tools to develop investment strategies without discretionary authority.

Cynthia Joseph is the Vice President and Wealth Planner at Fidelity Investments, a position she has held since 2018. She is a Certified Financial Planner with over two decades of experience in the financial services industry. In her role, Cynthia partners with individuals and families to create personalized financial plans, leveraging Fidelity's resources to guide clients through the planning process and prioritize their goals and aspirations. Her professional background includes roles such as Financial Consultant and Investment Consultant at Fidelity Investments, Director of Operations at Performance Trust Investment Advisors, LLC, Senior Associate at Performance Trust Capital Partners, LLC, and Wholesaler at First Trust Portfolios L.P. Cynthia's extensive experience spans wealth planning, investment consulting, and operations management. Outside of her professional endeavors, Cynthia enjoys cooking and baking, participating in family activities, fitness, social events with friends, photography, and reading.

Bradley Gramm is a financial advisor with MassMutual Investors Services in Glen Allen, VA, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has worked at MassMutual and its affiliate MML Investors Services since 2005. Outside of advising, he is involved in managing a construction and renovations business and invests through a real estate venture. MML Investors Services, LLC operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes annual, collaborative planning relationships using analytical tools and offers a range of programs including educational seminars and specialized event-driven planning services.

Ali Khalifa is an Investment Consultant at Fidelity Investments, a position held since 2026. In this role, he collaborates with clients to create financial plans that employ strategies aimed at assisting them in meeting their financial priorities and goals. His work focuses on planning and implementation to develop personalized financial plans. Khalifa has extensive experience within the financial services industry, having held multiple roles at Fidelity Investments since 2022, including Planning Consultant and Relationship Manager. Prior to that, he worked as a Financial Services Representative at State Farm and served as a Personal Banker II at Wells Fargo Bank, N.A., from 2019 to 2021. He is proficient in Arabic, French, and Spanish. Outside of his professional work, Khalifa has interests in art, museums, music, outdoor adventures, reading, and social events with friends.