Jordan Salary is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to Merrill, he worked at Bank of America and has experience in various roles including education and small business ownership. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Christina Austin is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds a Series 66 credential and has been affiliated with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individuals and institutional clients by providing a variety of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models as part of its financial planning process.

Adam Marr is a CFP® with 18 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Marr holds a CPA license and serves as a trustee and executor for his father's estate. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Richard Bagley III is a financial advisor with Wells Fargo Clearing in Newport News, VA, holding a Series 66 designation and nine years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked with the Hampton Roads Academy Athletic Department. Outside of his advisory role, he serves as Treasurer for the Peninsula Sports Club, where he participates in meetings and oversees athletic scholarship discussions and cash flow management. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs research and analytics to evaluate investment options and offers a combination of brokerage and advisory solutions.

Karen Myers is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 65 licenses and has 34 years of industry experience. She has been associated with Raymond James since 2010 and also works as an independent contractor with Holden Global Financial Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, as well as pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal advisory services, along with specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Randi Johnson is a financial advisor with Edward Jones in Newport News, VA, holding a Series 66 designation and beginning her advisory career in 2024. Prior to joining Edward Jones, she spent a decade at Vernon Ray Edwards Painting Inc. 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 nationwide network of over 23,700 financial advisors.

Constance Starkovs is a financial advisor at Fidelity with six years of industry experience. She holds the Series 66 designation and has previously worked at Equitable Advisors and AXA Advisors. Starkovs also has experience outside of advisory roles, having served with the Central Park Homeowners Association and at the USF Muma College of Business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and it offers services such as discretionary portfolio management, fund advisory, and model portfolio delivery.

Thomas Carlson is a financial advisor with OSAIC based in Newport News, VA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at Securities America Advisors and SECURITIES AMERICA, inc. for ten years each. Outside of his advisory role, Carlson is an assistant secretary on the Rotary Club of Newport News board and serves as an elder at Colony Friends Church. OSAIC serves a diverse client base, including individual, high-net-worth, institutional, and charitable investors, offering integrated brokerage and investment advisory services through a large network of affiliated advisers. The firm employs various tools and platforms to construct and manage portfolios across asset classes with discretionary and non-discretionary options.

Olivia Barr is a financial advisor at Morgan Stanley with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Morgan Stanley in 2026, she worked at Fidelity Investments from 2022 to 2025. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and proprietary investment models. The firm manages approximately $2.74 trillion in client assets and provides services under both direct client relationships and corporate agreements.

Joy Tamburri Mullins is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in Virginia. She is part of a team that collaborates to assist clients in developing comprehensive wealth plans to address their various financial goals. Her approach focuses on creating personalized financial strategies tailored to the unique needs and objectives of each client. Her expertise spans multiple client focus areas including college education planning, divorce transition planning, LGBT wealth planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, women and wealth, and retirement income. Joy holds the Professional Investment Advisor (PIA) designation and has a High School Diploma from Menchvill High School. She also attended Rutgers University but did not receive a degree. Joy participates in community service efforts in line with the Merrill tradition of community involvement. Outside of her professional work, she enjoys antiquing, biking, hiking, reading, running, spending time with her family, traveling, and practicing yoga.

Cindy Hanke is a financial advisor at OSAIC with 18 years of industry experience. She holds a Series 66 designation and previously worked at Lincoln Financial Advisors and Nationwide Investment Services Corporation. OSAIC serves a broad range of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs various asset-allocation tools and third-party platforms to construct diversified portfolios, managing accounts on both discretionary and non-discretionary bases.

Charles Mott is a financial advisor with Morgan Stanley, holding a Series 66 designation and 21 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Prior to his financial career, he served as a captain in the U.S. Navy. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies.

Brent Baumberger is a financial advisor at Stifel with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2007. Baumberger serves on the board of directors for the New Horizons Educational Foundation, a regional organization focused on training future-ready students. Stifel serves a broad range of clients, including individuals, institutions, charitable organizations, and municipal entities, providing both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to deliver asset allocation and planning analyses.

John Snead is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. He has worked at Wells Fargo Clearing since 2016, following six years at Wells Fargo Advisors LLC. Outside of his advisory role, he co-manages a family trust as a successor trustee. 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 advice. The firm’s advisory process is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options.

Alan Witt Jr. is a financial advisor at LPL Financial with 13 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Advisors LLC and CUSO Financial Services, LP. Outside of his advisory work, Witt hosts and owns a podcast titled The Wheel Reads. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, featuring both discretionary and non-discretionary management and access to research from multiple sources.

Clifton Savage is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses, and is based in Williamsburg, VA. He has been associated with Primerica Financial Services, PFS Investments Inc., and RS Andrews since 2025. Outside of his advisory roles, he is the owner of Good and Faithful Business Coach, LLC. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable entities. The firm employs model-delivery strategies managed by third-party asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

James Kline is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wachovia Bank, N.A. from 2011. Outside of his advisory role, he serves as power of attorney for his father. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Graham Nuttycombe is a financial advisor at Merrill with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 2009 and Bank of America, N.A. since 2011. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors, supported by internal and third-party portfolio management teams.

Allison Lane is a financial advisor with Cambridge Investment Research Advisors in Newport News, VA, holding Series 63 and Series 65 credentials and 16 years of industry experience. She has worked at Cambridge Investment Research since 2011 and is also associated with Greenwood Financial Group, where she operates as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, utilizing a range of portfolio management and advisory solutions tailored to client objectives.

David Clemens is a Series 66-licensed financial advisor with Morgan Stanley, based in Williamsburg, VA, and has 24 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and has been associated with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning that uses firm-approved tools and models to support client decision-making.