Harley Moore is a financial advisor at Cetera with 11 years of industry experience. He holds a Series 66 designation and has worked previously with Virginia Asset Management and Securian Financial Services. In addition to his advisory role, he is also an insurance agent selling life, health, disability, fixed annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Glenn Rikkola is a financial advisor at LPL Enterprise with 19 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining LPL Enterprise in 2024, he was with Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm typically uses model-driven investment implementation and offers access to third-party asset managers and trust custody services.

Ashley Williams is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, Williams worked for Henrico County Public Schools for 14 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Joshua Hutchinson is a financial advisor at OSAIC with six years of industry experience. He holds a Series 66 designation and has worked at Royal Alliance Associates, Capitol Financial Solutions, and MassMutual Financial Group. Outside of his advisory role, he is also an independent insurance agent. OSAIC serves a diverse client base, including individual and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs a range of portfolio construction tools and provides access to third-party money managers and unified managed accounts.

Gavin Ware is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior experience includes roles at Morgan Stanley and Juno Financial Group, as well as positions outside the financial sector such as work at a golf course and a university disability services office. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves retail and institutional investors and is noted for its use of systematic methodologies, AI-driven research, and its advisory role to multiple registered investment companies.

Montel White is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 credential and has previously worked at Fidelity Investments, LPL, and TD Ameritrade. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Matthew Mckenna is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked with Equitable Advisors since 2007, including its predecessor AXA Advisors. Outside of his advisory role, he serves as Director of the Warren Mckenna Foundation, a nonprofit organization that organizes an annual charity golf tournament, and participates on the Saint Bridget Athletic Board to support student access to sports. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm employs a network of Investment Adviser Representatives and uses a variety of third-party asset managers and advisory programs to implement client investment strategies.

Michael Walthall is a financial advisor at Merrill with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 2020, following roles at Wells Fargo Clearing and Wells Fargo Bank NA. Outside of his advisory work, he co-owns a pressure washing business called Emerald Outdoor Solutions LLC. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Paul Sakellariou is a financial advisor at Ameriprise with 22 years of industry experience. He has held roles at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of his advisory work, he serves on the Board of Directors and as Treasurer for the Rutland Foundation and is involved in sports card investing. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Susan Murphey is a CFP® professional with 11 years of industry experience. She is currently affiliated with Cetera and has previously worked at Virginia Asset Management, Securian Financial Services Inc, and Kanawha Capital Management. Murphey serves as Vice President of Membership on the board of the Central Virginia Employee Benefits Council. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a wide range of advisory services through a multi-manager platform with discretionary and non-discretionary portfolio management options.

Stephen Page is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds the Series 63 and Series 65 designations and has been with Wells Fargo in various roles since 2012. Outside of his advisory work, he has participated in local commercial media activities related to a hospital patroned by his spouse and has worked as a part-time driver for a local economic empowerment initiative. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a range of financial products including insurance-related vehicles and bank deposit sweep options.

Mark Puccinelli Sr. is a financial advisor with Osaic Wealth, Inc. He holds the ChFC® designation and the Series 63 license, and has 30 years of industry experience. Prior to joining Osaic in 2025, he spent 12 years at Lincoln Financial Securities Corporation. He is also involved with Chartered Financial Planning Associates, Ltd., where he offers accident, health, disability insurance, fixed/indexed annuities, and traditional life insurance products. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors, offering brokerage, investment advisory services, financial planning, and retirement plan consulting through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios across various asset classes and supports both discretionary and non-discretionary accounts.

Robert Wheatley is a Series 66 licensed financial advisor with 18 years of industry experience. He has worked at LPL Financial since 2018 and previously held roles at Cetera Advisors LLC, Mass Mutual Investors Services, Hornor, Townsend & Kent, LLC, and Ameriprise. Outside of his advisory work, Wheatley is involved with a tech start-up focused on a wellness app. 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 broad range of financial planning and investment management services through a large network of advisors utilizing various portfolio strategies and technology tools.

Taylor Beard is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. Prior to joining LPL Financial in 2019, he worked at Merrill and Bank of America, N.A. from 2015 to 2019, Mass Mutual Investors Services from 2009 to 2015, and Ameriprise from 2007 to 2009. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Tyler Hutson is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His work history includes roles at Bank of America, Merrill, and a consumer real estate finance company. Merrill, together 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.

Denise Walters is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. She previously worked at Wells Fargo Advisors for 20 years before joining her current firm. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Kevin Clark is a CFP® and holds a Series 66 license, with six years of industry experience. He has been an advisor at Edward Jones since 2019 and previously worked at Canon Solutions America for eleven years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets under management through a large network of advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts.

Thomas Hensby is a financial advisor at RBC Capital Markets with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at City National Bank, RBC Capital Markets, and South State Bank. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s advisory risk profile.

Stephen Spraker is a financial advisor with Raymond James & Associates in Richmond, VA, holding a Series 66 designation and 25 years of industry experience. His prior work includes roles at Scott & Stringfellow and Truist Investment Services. He also has a concurrent affiliation with Collegiate School. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering a range of financial planning and advisory services supported by extensive research and multiple portfolio management styles.

Scott Pomeroy is a financial advisor with Wells Fargo Clearing in Richmond, VA, holding Series 63 and Series 66 designations and 30 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. 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 advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products than typical institutional advisers, such as insurance-related vehicles and bank deposit sweep options.