Christopher Vidler is a CFP® professional with 18 years of industry experience, currently serving as an advisor at Raymond James Financial Services Advisors, Inc. He previously worked at Northwestern Mutual in various capacities over 15 years. In addition to his advisory role, he is an insurance agent specializing in non-variable life, disability, and long-term care policies. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports institutional consulting and portfolio management across a large advisor network.

Brett Stafford is a CFP® with 14 years of industry experience, currently affiliated with Charles Schwab in Glen Allen, VA. He has been with Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. since 2018, and previously worked at Michelin North America from 2016 to 2018. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management, multi-asset model portfolios, and access to alternative investments through a centralized and integrated operational platform.

Debra Bruce is a financial advisor at Cetera with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including AXA Advisors, LLC and EXL. Outside of her advisory work, she is a notary public. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a nationwide network of independent advisors and provides access to both affiliated and third-party model portfolios.

Herbert Modrak III is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and 18 years of industry experience. His prior roles include positions at BB&T Securities, Cary Street Partners, and Truist Investment Services. He serves on the board of the Smoketree Community Association in Midlothian, VA. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of Financial Professionals and multiple platform options.

Philip Conjerti is a financial advisor at Mass Mutual Investors Services with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Primerica Financial Services and OneAmerica Securities. Conjerti operates a financial business focused on environmental and socially friendly investing strategies under the name Organic Wealth Management. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational programs, emphasizing collaborative planning processes and offering specialized services such as divorce planning and estate-settlement support.

Evan Fabricant is a ChFC®-designated financial advisor with Mass Mutual Investors Services in Mechanicsville, VA, with 27 years of industry experience. He has been with Mass Mutual and its subsidiary MML Investors Services since 2003. Outside of his advisory role, he also works as an agent in a life and health insurance business. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements and various specialized programs, including divorce planning and estate-settlement services.

William Comer is a financial advisor with LPL Financial in Glen Allen, VA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include positions at Virginia Asset Group, Infinex Investments, EVB/SONA Bank, BB&T Investment Services, Wells Fargo Clearing, and Wachovia Securities. He is involved with Ashpark Financial Group, LLC, a related investment activity in Glen Allen. 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, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of strategic and tactical investment options and operational tools.

Douglas Swartz is a financial advisor with Edelman Financial Engines in Henrico, VA, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at Financial Engines Advisors L.L.C. since 2018 and previously held roles at EF Legacy Securities, LLC and Edelman Financial Services LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a proprietary, committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment options with a focus on diversified portfolios, periodic rebalancing, and long-term strategies.

Courtney Coombs is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. She has 20 years of industry experience, including a 19-year tenure at Ameriprise Financial Services and prior roles at Edward Jones, National Life Group, and Equity Services Inc. She is involved in insurance activities through Cornerstone Advisor Group LLC and offers alternative products via King Brokerage of Virginia LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm provides financial planning, asset management, and educational seminars, with a focus on collaborative, goal-driven planning engagements.

Griffin Flinn is a financial advisor with LPL Financial based in Glen Allen, VA, holding a Series 66 designation and eight years of industry experience. He previously worked at Kestra Advisory and Cambridge Investment Research and has been involved with Alpha Wealth Advisors since 2017. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Sharron Ross is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She has worked at Cetera and Cetera Investment Services LLC since 2019 and previously spent nine years at Fic. Outside of her advisory role, she volunteers at Crutchfield Farms, a family farm. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios and various investment programs.

Kyle Morgan is a Financial Consultant currently working at Fidelity Investments. He has experience in financial consulting and investment consulting roles within the company, having served as an Investment Consultant in 2023 and as a Financial Consultant from 2023 to the present. Prior to joining Fidelity Investments, Kyle worked as a Financial Advisor at Equitable Advisors from 2019 to 2023. Kyle is focused on assisting families and individuals in understanding how to leverage their financial assets to pursue their goals. His professional background encompasses various facets of financial advising and investment consulting. Outside of his professional work, Kyle enjoys baseball, golf, hiking, snowboarding, traveling, and participating in social events with friends.

Daniel Caffrey is a financial advisor at OSAIC with 30 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Lincoln Financial Securities Corporation and Nationwide Securities, LLC. Outside of his advisory role, he serves as President of the Foxfire Homeowners Association and as Executive Secretary of the Ancient Order of Hibernians, a charitable and fraternal organization. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services—including financial planning, advisor-managed portfolios, Unified Managed Accounts, and retirement plan consulting—delivered via affiliated broker-dealer and RIA relationships. The firm’s investment process emphasizes model-based asset allocation, portfolio optimization, and offers a range of discretionary and third-party manager strategies.

Alexander Brennan is a financial advisor with Ameriprise in Richmond, VA, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC, Truist Bank, and Morgan Stanley. Ameriprise Financial Services serves both individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides ongoing advice focused on income sources and tax-aware withdrawal strategies.

Stuart Blankenship is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 46 years of industry experience. His prior roles include positions at Lincoln Financial Securities Corporation, Principal Financial Services, and Truist Investment Services. He is also licensed as an insurance agent offering accident/health, disability, fixed annuities, and traditional life insurance products. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individuals and institutions such as pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management and offers proprietary model strategies alongside access to third-party advisers.

Gilda Burket is a financial advisor at Raymond James Financial with two years of industry experience. She previously worked at Wells Fargo from 2014 to 2021 and has been associated with Raymond James Financial Services, Inc. and Mainsail Wealth Advisors since 2022. Burket is a Series 66 licensed professional. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individual and high-net-worth clients, corporations, and institutional clients. The firm offers tailored non-discretionary planning using analytical tools and supports advisory programs and institutional portfolio management.

Samuel Rivera is a financial advisor at Fisher Investments with 14 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Thrivent Financial for Lutherans and Thrivent Investment Management Inc. He has been with Fisher Investments since 2017. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across various asset classes. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and manages risk using strategies such as tax-loss harvesting and defensive tactics.

Artis Garrett is a financial advisor with Mass Mutual Investors Services, holding Series 65 and Series 63 credentials and bringing 18 years of industry experience. He has worked at several firms, including OneAmerica Securities and American United Life. Outside of finance, he owns Nightskool Entertainment LLC, a music label, and is an author. MassMutual Investors Services provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers personalized, collaborative planning using software tools, with recommendations focused on investment categories and strategies rather than specific products.

Marco Backus is a Financial Consultant at Fidelity Investments, a role he has held since 2025. Prior to this, he served as an Investment Solutions Representative at Fidelity Investments in 2024 and was a Customer Relationship Advocate at the company from 2022 to 2024. His professional experience at Fidelity Investments encompasses various client-facing roles focused on financial consulting and investment solutions. Raised in Germany, Marco relocated to the United States, bringing a broad range of experiences that enable him to connect with clients from diverse backgrounds. He provides straightforward financial guidance aimed at helping clients feel confident about their financial futures. Outside of his professional responsibilities, Marco enjoys cooking and baking, participating in family activities, engaging in fitness and outdoor adventures, as well as reading and traveling.

Bruce Griggs is a financial advisor at OSAIC with 24 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Securities America Advisors and Next Financial Group, Inc. He is also involved with Pinnacle First Financial Group, LLC, where he engages in life insurance sales. OSAIC Wealth serves a diverse range of clients, including retail and institutional investors, through a multi-advisor platform offering brokerage and advisory services such as financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization with a broad array of program options delivered through its complex affiliate network.