Brent Baumberger is a financial advisor at Stifel with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2007. Baumberger serves on the board of directors for the New Horizons Educational Foundation, a regional organization focused on training future-ready students. Stifel serves a broad range of clients, including individuals, institutions, charitable organizations, and municipal entities, providing both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to deliver asset allocation and planning analyses.

John Snead is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. He has worked at Wells Fargo Clearing since 2016, following six years at Wells Fargo Advisors LLC. Outside of his advisory role, he co-manages a family trust as a successor trustee. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options.

Clifton Savage is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses, and is based in Williamsburg, VA. He has been associated with Primerica Financial Services, PFS Investments Inc., and RS Andrews since 2025. Outside of his advisory roles, he is the owner of Good and Faithful Business Coach, LLC. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable entities. The firm employs model-delivery strategies managed by third-party asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

David Clemens is a Series 66-licensed financial advisor with Morgan Stanley, based in Williamsburg, VA, and has 24 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and has been associated with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning that uses firm-approved tools and models to support client decision-making.

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, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with LPL Financial since 2011 and concurrently works at Citizens And Farmers Bank since 1998. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with research tools and a broad suite of financial products.

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 licenses with one year of industry experience. Prior to joining Morgan Stanley, she operated Abundance Organizing for five years and was involved in volunteer work from 2015 to 2018. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, focusing on 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 services both directly to individuals and through employer agreements.

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 licenses and two years of industry experience. His work history includes roles at Fairlead Integrated, Huntington Ingalls Industries, ACRO Service Corporation, and PFS Investments Inc. Outside of advisory duties, he is involved in sales of home security and automation products and loan products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-driven investment strategies managed by third-party asset managers and supports trade execution through BNY Mellon Advisors and Pershing custody services.

Eugene O Leary is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. His prior roles include positions at National Asset Management, National Securities Corporation, Comprehensive Capital Management, MSI Financial Services, and RBC Capital Markets. He has been with LPL Financial since 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive technology and operational resources.

Donte Smith is a Resident Director and financial advisor specializing in family wealth management strategies, legacy planning, retirement income, and philanthropic planning. He focuses on helping individuals and families develop and implement financial strategies designed to grow, manage, preserve, and properly transfer their wealth to support their ideal financial futures. With a client-centered approach, Donte builds long-term relationships to understand clients' goals and objectives, providing guidance and personal service. Donte received his 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. for 10 years in various roles. Since beginning his financial advisory career in 2014, Donte has served investors in the Greater Richmond Region and other states for over eight years. He holds professional designations including Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Outside of his professional work, Donte is active in his community. He volunteers as a minister at his local church, coaches youth sports, and serves on the Board of Directors for the Black History Museum of Virginia. 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 with LPL Financial, holding a Series 66 designation and 22 years of industry experience. He previously worked at Mass Mutual Investors Services and Massmutual Life Insurance Co for 19 years, as well as Equitable Advisors for one year. Cooprider operates Cooprider Financial Partners, a DBA for his LPL business. 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 range of financial planning and investment management services, including model portfolio programs, third-party asset management, and institutional platforms, supported by advanced research and operational tools.

Warren Martin is a Series 66-licensed financial advisor with 16 years of industry experience, currently affiliated with LPL Financial. He previously worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Co, holding roles for eight and nine years respectively, as well as a one-year tenure at Waddell & Reed. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, utilizing a broad range of advisory tools and strategies.

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.