Mark Gottschalk is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 21 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Outside of his advisory role, he is a co-owner and partner in two residential rental properties. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing written financial planning recommendations across various topics without portfolio management as part of the service. The firm employs holistic, goal-based analyses and allows clients to combine planning with managed accounts under a consolidated billing option.

William Atkinson Jr. is a financial advisor at Cetera with three years of industry experience. He holds the Series 66 designation and has worked with firms including Securian Financial Services and Virginia Asset Management. Atkinson has also been involved in fixed insurance sales as an insurance agent. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and a network of over 10,000 advisors managing more than $256 billion in assets.

Michelle Mast is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and having 39 years of industry experience. She has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of her advisory role, she is president of Michelle Mast & Associates, a business providing group health enrollment and service. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs. The firm’s approach involves assessing client risk tolerance and matching them to appropriate investment models or managers, utilizing both proprietary and third-party programs.

Francis Sloan III is a financial advisor at Cetera with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Mass Mutual, MetLife Securities, and Virginia Asset Management. Sloan serves on several advisory boards in Chesterfield County, Virginia, and is involved with nonprofit organizations such as the Virginia Association of Community Services Boards and Friends of Jim Ingle. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management options, including access to affiliated and third-party managers, discretionary and non-discretionary services, and diverse program structures.

Darius McMillan is the Vice President, Executive Planning Consultant at Fidelity Investments. In this role, he collaborates with clients through a detailed planning process utilizing Fidelity's resources to create tailored financial plans that align with their unique needs and goals. He has held various positions within Fidelity Investments since 2019, including Vice President Financial Consultant, Financial Consultant, and Relationship Manager. Prior to joining Fidelity, Darius worked at Edelman Financial Engines as Market Manager and Senior Vice President of Financial Planning between 2015 and 2019. His earlier experience includes roles as an Investment Consultant at TD Ameritrade and a Financial Advisor at Edward Jones, dating back to 2012. Outside of his professional work, Darius has personal interests in fishing, fitness, football, and golf.

Cynthia Chacon is a Financial Consultant at Fidelity Investments, a position she has held since 2026. She has been with Fidelity Investments in various roles since 2021, including FIA Solutions Consultant, Managed Solutions Consultant, PAS Portfolio Specialist, Client Management Representative, and Personalized Planning & Advice Associate. Prior to that, Cynthia worked as a Licensed Financial Advisor Assistant at LPL Financial, Cambridge Investment Research, and FSC Securities. Cynthia's professional experience encompasses client management, portfolio specialization, managed solutions, and financial consulting. She holds insurance licenses for Arkansas and California. Outside of her professional career, Cynthia enjoys spending time at the beach, hiking, watching movies, and engaging in outdoor adventures.

Bruce Willard is a financial advisor with Edward Jones, holding a Series 66 designation and bringing 21 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Roger Jones is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has been with Merrill since 2011 and is also affiliated with Bank of America, N.A. since 2012. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Thomas Camuso is a financial advisor at Cambridge Investment Research Advisors with 16 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Cadaret Grant & Co., Inc. and M&T Securities. Cambridge Investment Research Advisors serves a broad client base including individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, employing a variety of portfolio management strategies and custody arrangements tailored to client objectives.

Jeremy Blubaugh is a financial advisor with Edward Jones, holding a Series 66 license and 18 years of industry experience. He previously worked at IGM Brokerage LLC, DWS Distributors, Inc., Hartford Funds Distributors, LLC, and Bluerock Capital Markets, LLC. Outside of advising, he owns businesses in marketing and gift-giving, including Coinflip Marketing LLC and Gift Hopper, where he participates in ownership meetings. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, investment strategies, and affiliated financial services. The firm manages over $1 trillion in assets through a nationwide network of advisors and branch offices.

Elizabeth Joyner is a financial advisor at Edward Jones with 14 years at the firm and 8 years of industry experience. She holds the Series 66 designation and is based in Colonial Heights, VA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and offices.

Christopher Andres Jr. is a Series 66 licensed financial advisor with Cetera, where he has worked since 2025. He has no prior industry experience before joining Cetera and has held several positions outside of finance, including roles at Exquisite Pools, Foundry Golf Club, Palermo Restaurant, and James Madison University. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, managing over $256 billion in assets through a large network of independent advisors.

John Upton is a CFP® with 44 years of experience in the financial industry, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he has ownership interests in several real estate and investment-related entities, including a family holdings investment company and agricultural land management. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Gail Waldman is a CFP® with 25 years of experience in the financial industry. She is currently affiliated with Cambridge Investment Research Advisors and has held previous roles at Waldman Financial Advisers and Cambridge Investment Research, Inc. Outside of her advisory work, she serves as a mediator for a variety of issues in Maryland and Virginia and volunteers with a custom laser engraving business. Cambridge Investment Research Advisors serves a broad client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers a range of investment implementation options, including proprietary model strategies and access to unaffiliated strategists, with both discretionary and non-discretionary approaches tailored to client objectives.

Ryan Jenvey is a financial advisor at Cetera with seven years of industry experience. He holds the CFP® designation and Series 66 license. His prior experience includes roles at Securian Financial Services Inc and Virginia Asset Management. Outside of advisory work, he has served as an agent/broker for fixed insurance sales. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Paul Hagen is a Planning Consultant at Fidelity Investments, where he has been serving since 2026. In this role, he focuses on building lasting partnerships with clients by guiding them through personalized financial planning and designing tailored strategies to bring clarity and simplicity to their financial lives while protecting and growing their wealth. Prior to his current position, Paul held several roles at Fidelity Investments, including Relationship Manager from 2024 to 2026, Financial Representative in 2024, and Financial Services Representative from 2023 to 2024. Before joining Fidelity, he gained experience as a Tax Intern at Deleon & Stang from 2022 to 2023. Outside of his professional work, Paul has interests in cars, fishing, motorcycles, outdoor adventures, skiing, and soccer.

Brandon Pope is a Series 66 credentialed financial advisor with Thrivent Investment Management, based in Midlothian, VA. He has experience working at Wells Fargo and Thrivent Financial since 2024. Outside of financial services, his background includes roles at the Virginia Cancer Institute and involvement with several community and church organizations. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing goal-based financial analyses and planning without discretionary trading authority. The firm allows clients to integrate planning with managed-account services under a consolidated billing option while maintaining separate service structures.

Gregory Snow is a financial advisor at Edward Jones with 11 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2014. Outside of his advisory role, he is a partner in a real estate venture focused on purchasing rental properties. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Kevin Williamson is a financial advisor with Ameriprise, holding a Series 66 designation and over 23 years of industry experience. He has been with Ameriprise and its affiliates since 1997. Williamson manages his practice through an S Corporation and oversees employee and marketing operations via a separate S Corporation. 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 recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Colleen Leithren is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and six years of industry experience. She has been associated with PFS Investments Inc. since 2020 and Primerica Financial Services since 2017. Outside of her advisory role, she is a business owner of Three in Me and an author of the Daily Quest devotional. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm delivers advisory services through a large network of advisors using model-based strategies managed by unaffiliated asset managers.