Jennifer Parr is a CFP® professional with 26 years of experience in the financial services industry. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she serves on the vestry committee at St. John's Episcopal Church in Hopewell, VA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment management. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Zachary Campbell is a financial advisor at Cetera with nine years of industry experience. He holds a Series 66 designation and previously worked with Virginia Asset Management and Securian Financial Services. In addition to his advisory role, he sells life, health, disability, fixed annuities, and long-term care insurance. Cetera is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management and financial planning services across various program structures.

Jacob Snow is a financial advisor with Edward Jones in Chesterfield, VA, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked in retail and food service roles and spent ten years in full-time education. Outside of advising, he operates a small business selling Pokémon cards on eBay. Edward Jones is a full-service wealth management firm serving over 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.

Brian Shea is a Financial Consultant at Fidelity Investments, where he focuses on helping clients make informed financial decisions through clear guidance in investing, retirement income planning, and wealth management. He collaborates closely with clients to develop personalized strategies aligned with their financial goals, utilizing Fidelity's resources. Brian has accumulated experience in the financial services industry through various roles, including Vice President-Financial Consultant at Charles Schwab and Senior Financial Consultant at TD Ameritrade. His career began as a Business Development Specialist at TD Ameritrade, demonstrating a progressive trajectory in client advisory and financial consulting roles. Outside of his professional work, Brian enjoys activities such as board games, camping, social events with friends, movies, parenthood, and skiing.

Ashley Foster is a financial advisor with Cetera, holding CFP® and Series 66 credentials and bringing 10 years of industry experience. She has worked with Virginia Asset Management and Securian Financial Services, among others. Foster is also the owner of Mindful Divorce Solutions, a business focused on divorce analytics and client assistance during divorce. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary accounts.

Bradford Spangler is a financial advisor at LPL Financial with 11 years at the firm and a total of 7 years of industry experience. He holds the Series 63 and Series 65 licenses. Outside of his advisory role, he is a notary public for the Commonwealth of Virginia. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Clinton Rhodes is a financial advisor at OSAIC with 23 years of industry experience. He held a previous role at Sagepoint Financial, INC for 14 years before joining OSAIC in 2023. Rhodes holds Series 63 and Series 65 licenses. He is also involved with IKEMOR Company Inc as a statutory agent and works with HSA Bank assisting clients in establishing Health Savings Accounts. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a broad range of integrated financial services and employs asset-allocation tools and multiple advisory platforms to construct portfolios across various asset classes.

Trevor Roberts is a Series 66-licensed financial advisor with Equitable Advisors, where he has worked since 2006. He has 20 years of industry experience, including 14 years at Axa Advisors, LLC. Outside of his advisory role, Roberts is a business owner and tax preparer, and he serves as a ruling elder at Sycamore Presbyterian Church, participating in spiritual leadership and community engagement. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and various asset management programs, utilizing both firm-sponsored and third-party advisory models.

Robert Acree is a financial advisor at Cetera holding a Series 66 designation. He has one year of industry experience, with prior work including roles at Virginia Asset Management, Cetera Wealth Services, and Capital Ale House. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers.

Brice Gehman is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2024. His prior work includes roles at Bank of America and Chesterfield County Public Schools. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Mark Waldman is a CFP® with 42 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2024. He previously led Waldman Financial Advisers for 16 years and has maintained a long-standing role with Cambridge Investment Research, Inc. He also conducts retirement planning seminars for federal agencies and has been involved with the Federal Times Newspaper for over 30 years. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers a wide range of financial planning and investment management services through a network of independent professionals, utilizing proprietary model strategies and multiple platform arrangements tailored to client objectives.

Michael White Sr. is a financial advisor with Cetera, holding the ChFC® designation and over 43 years of industry experience. His career includes long tenures at Securian Financial Services and Minnesota Life Insurance Company, as well as ownership roles at Virginia Asset Management LLC and MCWhite Farms LLC, a hunting land business. White’s practice encompasses advisory services and insurance, supplemented by his involvement in fixed insurance sales. Cetera Investment Advisers LLC distributes services through a large network of independent advisors and serves individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services with scalable multi-manager platforms and access to third-party money managers.

Amy Huff is a financial advisor at Ameriprise with four years of industry experience. She has been with Ameriprise since 2018 and previously worked at RetailData, LLC. Amy holds the Series 66 designation. 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 tailored recommendations and ongoing planning advice focused on reliable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Rf Steele III is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at LPL Financial since 2017 and previously spent seven years at Investment Centers of America, Inc. Additionally, he has been president of Appomattox Insurance Agency since 1995. Outside of advising, he co-owns a hunting property through an LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from both internal and third-party sources.

Philip Moore III is a CFP® professional affiliated with LPL Financial, bringing 20 years of industry experience. He has worked at LPL Financial since 2022 and has a concurrent history with Cuna Brokerage Services, Inc. and Cuna Mutual Group dating back to 2012. 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 and financial services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Elisabeth Poore is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and possessing 17 years of industry experience. She has held positions at multiple firms including Mahler Capital Management, The Pinnacle Group, and PJ Capital Partners LLC. Outside of her advisory work, she owns and operates EDesigns, a business focused on design and styling, and is a partial owner of PJ Capital Partners LLC as well as serving as bookkeeper for PJ's Tree Service & Landscaping LLC. 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, pension plans, corporations, and institutional clients. The firm emphasizes non-discretionary planning tailored to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Sawyer Jensen is a financial advisor at Fidelity with three years of industry experience. He previously worked at RBC Wealth Management and has held roles outside finance, including a position at Brooks Pest Control. Sawyer holds the Series 63 and Series 66 licenses. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines fundamental research with quantitative and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs.

Angela Garris is a Financial Consultant currently working at Fidelity Investments since 2016. In her role, she collaborates with clients to develop personalized financial plans aimed at growing and protecting wealth, preparing for unforeseen events, and supporting individual financial goals. Her professional background includes positions as Regional Vice President at Suntrust Investments from 2011 to 2014 and at Riversource from 2008 to 2009. Prior to that, she served as a Business Development Coach and Wholesaler at Genworth Financial from 1998 to 2008, and held New Business Specialist roles at Central Fidelity in 1997 and James Mitchell from 1994 to 1996. Outside of her professional work, Angela is interested in family activities, motorcycles, and traveling.

Eli Caveness is a Financial Consultant at Fidelity Investments, a role he has held since 2025. Prior to this, he served in various positions at Fidelity Investments, including Investment Consultant from 2024 to 2025, Relationship Manager from 2023 to 2024, Workplace Planning & Advice Help Desk in 2023, and Workplace Planning Consultant from 2022 to 2023. His professional approach centers on compassion, education, and trust, aiming to simplify complex financial matters for clients and enable them to make informed decisions. Eli emphasizes client education to foster a trusted partnership focused on achieving financial success. Outside of his professional responsibilities, Eli has interests in cooking and baking, fitness, football, pets, and traveling.

Neal Richards is an Investment Management Consultant II at Fidelity Investments, where he has worked since 2022. In his role, he focuses on building relationships with clients by understanding their needs and goals, and supports them through financial planning using Fidelity's resources. Prior to joining Fidelity, Neal served as Financial Planning Director at Edelman Adviser from 2017 to 2022. He has extensive experience in investment consulting, having worked at TD Ameritrade in various consultant roles from 1999 to 2017. Outside of his professional work, Neal enjoys board games, puzzles, and family activities.