Joel Winbigler is a financial advisor at Edward Jones with six years of industry experience. He holds the CFP®, CFA®, and Series 63 designations. Prior to joining Edward Jones in 2019, he worked at Bank of America from 2013 to 2018. Winbigler also serves as a Lieutenant Commander in the United States Navy Reserve. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages over $1 trillion in assets through a large network of financial advisors and branch offices and offers a range of advisory strategies and affiliated investment products under a fiduciary standard.

Ashwin Sharma is a financial advisor with LPL Financial in Richmond, VA, holding Series 65 and Series 63 licenses and having 10 years of industry experience. Prior to joining LPL Financial in 2018, he worked at Lincoln Financial Securities Corporation and Mass Mutual Investors Services. Outside of his advisory role, he is involved in modeling and acting on a limited basis. 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, including retirement plan consulting and 529 account management, with access to model portfolios and research from multiple sources.

R.F. Burke Steele IV is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. He has been with LPL Financial since 2017 and previously worked at Investment Centers of America from 2014 to 2017. His outside activities include the sale of non-variable life and fixed-line insurance products through affiliated insurance businesses. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by research and various investment strategies.

Janine North is a financial advisor at Fidelity with Series 63 and Series 65 credentials and eight years of industry experience. She previously worked at Wells Fargo Bank NA and Wells Fargo Clearing Services, LLC from 2016 to 2024. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of model portfolios, its role as a commodity pool operator registered with the CFTC, and its advisory work with multiple registered investment companies.

Kathleen Maccubbin is a financial advisor at Primerica Advisors with Series 65 and Series 63 credentials and six years of industry experience. Her background includes roles at the University of Maryland and McCormick, and she has been affiliated with Primerica-related entities since 2000. She also has compensation arrangements related to referrals of home security and automation products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors and some corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through established third parties.

James Collins is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 designations and 18 years of industry experience. His prior roles include positions at CUNA Mutual Group, Colonial Life, and independent insurance brokering focused on disability income. Collins is based in Midlothian, VA. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice using proprietary research and algorithmic tools.

Christopher Moore is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He previously worked at Lincoln Financial Securities Corporation for 10 years and has operated Moore Financial Services since 1998. Outside of advisory work, he is a commissioned notary in Virginia. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from internal and third-party sources.

Jeanette Bishop is a financial advisor with Primerica Advisors in Petersburg, VA, holding Series 63 and Series 65 licenses and with 44 years of industry experience. She has been with Primerica Advisors since 1981 and Primerica Financial Services since 1980. Outside of advisory work, she is involved in the sale of loan products and home-related services as well as ownership of a private LLC. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm offers a wrap-fee asset management program that relies mainly on model-based strategies managed by unaffiliated asset managers, supported by custodial and trade execution services from third parties.

Stephen Harrison is a financial advisor with LPL Financial in Richmond, VA, holding Series 63 and Series 66 credentials and having 28 years of industry experience. He has been with LPL Financial since 2006. Outside of his advisory role, he is involved in life and health insurance activities. LPL Financial is an SEC-registered investment adviser and broker‑dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management approaches and providing access to model portfolios and research from multiple sources.

Jacqueline Taylor is a financial advisor at LPL Financial with 40 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. In addition to her advisory role, she is involved with the Department of Elections in Richmond, VA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing various management approaches and research resources.

Gina Edwards is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 25 years of industry experience. She has been with Cambridge Investment Research Advisors since 2017 and with Cambridge Investment Research, Inc. since 2015. Edwards is also an independent insurance agent and serves as a board member of the Abounding Grace Family Worship Center. Cambridge Investment Research Advisors is a large SEC-registered adviser serving individuals, retirement plans, charitable organizations, trusts, and other sponsors through a network of independent financial professionals. The firm offers a range of financial planning, investment management, and retirement advisory services with multiple custody and platform options, including proprietary and third-party model strategies.

Bruce Mccook is a financial advisor at LPL Financial with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Infinex Investments, Virginia Commonwealth Bank, and Primis Bank. 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 provides various advisory programs, retirement plan consulting, and brokerage services, offering discretionary and non-discretionary management supported by in-house and third-party research.

Samuel Price Jr. is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 credentials and 39 years of industry experience. His prior roles include positions at Securities America Advisors, Inc., VOYA Financial Advisors, and SSN Advisory Inc. He is also the owner of Price Financial Services, an insurance-related business. Osaic Wealth, Inc. serves retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to various managed-account solutions. The firm employs asset-allocation tools and risk assessments to construct portfolios including stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Francis Sam is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds the Series 66 designation and has worked at several firms including Morgan Stanley and CUNA Brokerage Services. He has been with J.P. Morgan Securities and JP Morgan Chase Bank since 2020. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, offering non-discretionary advisory programs supported by a centralized due-diligence framework.

Sheldon Drake is a financial advisor at OSAIC with 33 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining OSAIC in 2023, he worked at SagePoint Financial and has operated Drake Hughes & Associates since 2001. He also represents Brayshaw Financial Group in Virginia. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and multiple platforms to deliver portfolio management that includes stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Forrest Fox is a financial advisor with Wells Fargo Clearing Services, LLC, holding a Series 66 designation and bringing 10 years of industry experience. He previously worked at Edward Jones for one year before joining Wells Fargo in 2017. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Kevin Foster is a financial advisor at Edward Jones in Chesterfield, VA, with eight years of industry experience. He has held his current position since 2017 and previously worked for twenty years at TruGreen. Foster holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including various types of households and organizations. The firm offers a broad range of advisory strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a large network of advisors and branch offices.

Tenley Dixon is a financial advisor at Edward Jones with 10 years of industry experience. She holds the ChFC® designation along with Series 65 and Series 63 licenses. Prior to joining Edward Jones in 2022, she worked for Truist Investment Services Inc for six years. Outside of her advisory role, she serves on the Membership Committee for a Richmond business networking chapter and acts as an ambassador for a women’s golf apparel brand. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, maintaining a large network of advisors and branch offices across the country.

Randolph Tate is a financial advisor with Ameriprise in Richmond, VA, holding Series 63 and Series 66 credentials and 24 years of industry experience. He previously worked at Cuna Mutual Group and Cuna Brokerage Services, Inc. for 18 years before joining Ameriprise in 2022. Ameriprise provides a retirement-income planning service targeted at individuals with substantial investable assets, delivering written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax efficiency analysis to support retirement planning and offers a broad range of advisory, brokerage, and insurance solutions.

Robert Steele is a financial advisor with LPL Financial in Chester, VA, holding a Series 66 designation and possessing 10 years of industry experience. He previously worked at Investment Centers of America, Inc. before joining LPL Financial in 2017. Outside of his advisory role, Steele manages a non-variable insurance branch and sells property and casualty insurance. LPL Financial serves a broad client base including individuals, retirement plans, banks, and corporations, offering financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives. The firm provides both discretionary and non-discretionary management with access to model portfolios, third-party research, and various institutional programs.