Matthew Puccinelli is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Lincoln Financial Securities Corporation for 12 years. Outside of his advisory role, he is president of Chartered Financial Planning Associates, Ltd., where he oversees the offering of disability, health, and life insurance products. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, employing asset-allocation tools and multiple advisory platforms to construct portfolios that may include a variety of asset types, managed on discretionary or non-discretionary bases.

Nathan Arland is a financial advisor at Ameriprise with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill, Raymond James Financial Services, and Atlantic Union Bank. Outside of his advisory work, he has interests in real estate ownership. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research and modeling with tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

James Gallagher Jr. is a ChFC® and Series 66 designated financial advisor with 12 years of experience, currently practicing at Edward Jones in Prince George, VA since 2013. He serves as the finance officer for the American Legion in Hopewell, VA, overseeing the organization’s financial reporting and banking activities. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals and institutions. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Douglas Alexander is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at Cetera and its affiliated entities since 2010, and previously served at First Allied Advisory Services. Outside of his advisory role, Alexander serves on the board of St. Benedict's Catholic School, including its finance committee, and is involved in education and insurance-related business activities. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through a network of more than 10,000 advisors.

Moses Maxfield is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously spent 18 years with the Virginia Retirement System. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a wide range of advisory services and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Laura Gilchrist is a financial advisor with Mass Mutual Investors Services in Henrico, VA, holding Series 63 and Series 66 credentials and 23 years of industry experience. She has worked at several firms, including Wells Fargo Clearing Services and AXA Advisors LLC. Outside of her advisory work, she serves as a board member on the Harbour Cove Townhouse Association's landscaping committee. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, annual planning engagements using firm-approved analytical tools and provides a range of educational seminars and event-driven planning programs.

Anne Meadows is a financial advisor at Edward Jones with 14 years of experience at the firm. She holds the Series 66 designation and is based in Chester, VA. Meadows previously participated in a direct sales distributorship with Arbonne but is no longer actively selling. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and fiduciary services.