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.

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 with 29 years of industry experience. She has been with LPL Financial since 2009 and previously worked at MICG Investment Management, LLC from 2006 to 2009. In addition to her advisory role, she is a notary public in Williamsburg. 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, various portfolio programs, third-party asset management access, and institutional platforms, with advisory services provided through a large network of investment adviser representatives using a range of investment strategies.

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.

Julie Kandel Pogue is a financial advisor with Morgan Stanley in Williamsburg, VA, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. She has been with Morgan Stanley Private Bank, N.A. since 2017 and Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes a structured financial planning process supported by firm-approved tools and analysis from its Global Investment Committee.

Barbara Spady is a Series 66 licensed financial advisor with Raymond James Financial Services Advisors, Inc., bringing 21 years of industry experience. She has been associated with Raymond James since 2012 and has worked at TowneBank since 2015. Her ancillary involvement includes non-owner roles with Quill Private Wealth and Towne Wealth Management. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs customized planning and analytical tools to guide client decisions and supports a wide network of advisors with specialized programs including municipal advisory and SIMPLE IRA employer consulting services.

Walter Mowry is a CFP® with 28 years of industry experience, currently affiliated with Raymond James Financial in Williamsburg, VA. He has worked with Raymond James Financial and its related entities since 2009 and also has been associated with Legacy Financial Group, LLC since 2010. Outside of advisory work, he is involved in managing real estate holdings and serves as a trustee for a trust account. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

John Kokolis is a financial advisor with Morgan Stanley in Williamsburg, VA, holding a Series 66 designation and bringing 24 years of industry experience. He has been with Morgan Stanley since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, 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 analysis from its Global Investment Committee.

Gerald Dagostino is a Certified Financial Planner (CFP®) with 26 years of industry experience. He is affiliated with Cetera and Mosaic Wealth Advisors LLC, serving as president and CEO of the latter since 2014. In addition to his advisory work, he operates a CPA firm providing tax preparation, financial statements, and bookkeeping services. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a broad range of portfolio management and consulting services through a large nationwide network of independent advisors, utilizing both discretionary and non-discretionary program structures.

David De Blass is a financial advisor at Edward Jones with 25 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2018. Prior to that, he worked at Lumber Liquidators and Newtown Automotive. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Charles Carder is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015, as well as Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets and Legg Mason Wood Walker, Incorporated. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.

Susan Orange is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. Her prior work includes roles at Wells Fargo Advisors LLC from 2009 to 2016 and subsequent positions within Raymond James firms since 2017. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools like risk profiling and probability modeling to support client decisions, with specialized municipal advisor affiliations and customized advisory programs.

Zachary Sprinkle is a financial advisor at LPL Financial with a Series 66 credential. He has recently begun his career in the industry, starting in 2024. Prior to entering financial services, Zachary worked in various roles at Amazon, The Vitamin Shoppe, and Party City. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers, supported by extensive operational and research tools.

Ethan Powell is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and having eight years of industry experience. He has been with Wells Fargo Clearing Services, LLC since 2017 and also works with Wells Fargo Bank NA. Outside of his advisory role, Powell owns an indoor golf facility through Powell Solutions, LLC, and works as a part-time Uber driver 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 advisory process is IPS-driven and incorporates modern portfolio theory, with a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Quinn Kamenick is a financial advisor at Wells Fargo Clearing with a Series 66 designation and less than one year of industry experience. Prior to joining Wells Fargo in 2026, Quinn worked at Park Avenue Securities, Guardian Life Insurance Company, and spent several years at Hampden-Sydney College and Fairfax County Public Schools. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and supports a large network of advisors, offering both brokerage and advisory solutions.

Carolyn Menker is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 21 years of industry experience. Her prior roles include positions at Morgan Stanley, Citigroup Global Markets, and Legg Mason Wood Walker. Outside of her advisory work, she is involved in photography as a home-based activity. 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 wide range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Shannon Chittenden is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

Melanie Walton is a Series 66 licensed financial advisor with Morgan Stanley in Williamsburg, VA, bringing 18 years of industry experience. She has worked with Morgan Stanley Smith Barney since 2009 and previously with Citigroup Global Markets starting in 2007. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct-to-client and corporate financial planning arrangements.