Robert Long Jr. is a financial advisor with Oppenheimer who holds Series 63 and Series 65 licenses and has 42 years of industry experience. He has worked at Oppenheimer since 2009, following roles at Stanford Group Company and UBS Financial Services. He also serves as trustee of his own revocable trust. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of discretionary and non-discretionary investment programs and maintains custody of client assets while providing both advisory and broker-dealer services.

Thomas Teagle is a financial advisor with &Partners, holding Series 63 and Series 65 credentials and 29 years of industry experience. His career includes roles at Scott & Stringfellow, BB&T Securities, and Wells Fargo Clearing before joining &Partners in 2024. &Partners serves a diverse client base including high-net-worth individuals, institutions, and retirement plans, offering investment management, financial and tax planning, and consulting services. The firm employs a range of analytical approaches and both proprietary and third-party strategies, managing accounts on discretionary and non-discretionary bases.

Barbara Oley is a financial advisor at Oppenheimer with a Series 66 designation and five years of industry experience. She has worked at Oppenheimer since 2020 and previously spent eight years with Henrico County Public Schools. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of discretionary and non-discretionary programs and services that include asset management, consulting, and retirement planning.

Finley Woodward is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has 12 years of industry experience, including prior roles at Ohio National. Woodward also engages in insurance sales outside of Guardian for clients who do not qualify for Guardian products. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies through proprietary and third-party platforms, with tailored client relationships including financial planning and consulting.

Rodney Perkins is a CFP® with 16 years of industry experience, currently with Eagle Strategies (NY Life). He has been associated with Eagle Strategies since 2012 and has operated Rsp Wealth Strategies LLC since 2016. Perkins is also involved in cryptocurrency investing as a passive investor. Eagle Strategies serves a diverse client base, including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory programs tailored to client objectives and primarily manages assets on a non-discretionary basis.

Percy Blackburn is a financial advisor at Guardian Life with 10 years of industry experience. He holds the ChFC®, Series 63, and Series 66 designations. His previous work includes roles at Northwestern Mutual Wealth Management Company and its affiliated entities before joining Park Avenue Securities and Guardian Life in 2023. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, high-net-worth clients, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and various proprietary and third-party platforms.

Jeff Donham is a CFP® professional with 20 years of industry experience, currently advising at Focus Partners Wealth, LLC. He previously worked at The Colony Group, LLC for 10 years and Northwestern Mutual Investment Management for 2 years. Focus Partners Wealth, LLC serves a diverse client base including individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework, combining active and passive strategies along with access to private and registered pooled vehicles.

Randall Vaughan Jr. is a financial advisor with Raymond James Financial in Henrico, VA, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has worked with Atlantic Union Bank, Union Bank & Trust, and Union Investment Services in addition to his long tenure at Raymond James. Vaughan also serves as a trustee of his living trust. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, supports a broad advisor network, and has notable capabilities in municipal and public finance advisory services.

Brian Wallis is a CFP® and holds a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2009 in Richmond, VA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory and investment solutions through a nationwide network of more than 23,000 financial advisors.

Katherine Dixon is a Series 66-licensed financial advisor with Raymond James Financial, based in Glen Allen, VA, and has 21 years of industry experience. She has worked with Atlantic Union Bank since 2019 and has been with Raymond James Financial Services Advisors, Inc. since 2015. Outside of her advisory role, she serves as Operations Manager for Atlantic Union Financial Consultants, LLC/AUB Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs in municipal advisory and SIMPLE IRA employer consulting.

Bryan Davis is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 credentials and over 31 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and MSI Financial Services, Inc. He also serves as Secretary on the board of a nonprofit condominium owners association in Hampton, VA. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by internal research and third-party strategists, with services that include financial planning, access to asset managers, and participation in wrap programs.

Parker Jeffrey is a financial advisor at Wells Fargo Advisors with eight years of industry experience. He holds the Series 66 designation and has worked within various Wells Fargo entities since 2016. Outside of his advisory role, he is involved in videography and video production as an owner of a related business. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutions, providing a broad range of planning options supported by Wells Fargo research and tools.

Jameson Bunger is a financial advisor with Mass Mutual Investors Services in Glen Allen, VA, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2012. In addition to his advisory role, he is licensed as an agent offering individual and group life, health, long-term care, and disability insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, focusing on collaborative, goal-based planning supported by firm-approved analytic tools.

Christopher Rudzinski is a financial advisor at Raymond James Financial with 21 years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments and Middleburg Financial prior to his current roles. He is also involved with Atlantic Union Financial Consultants, LLC/AUB Wealth Management as a financial consultant. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm offers non-discretionary planning and uses analytical tools to tailor recommendations, supporting implementation through various advisory programs.

Christian Vanhoose is a Financial Consultant at Fidelity Investments, a role he has held since 2026. Prior to this, he served as an Investment Consultant at Fidelity Investments from 2024 to 2026. His career in financial services began at TIAA, where he worked as a Financial Services Consultant from 2021 to 2023 and then as an Individual Financial Consultant from 2023 to 2024. Christian is licensed in insurance in California. He focuses on meeting clients where they are to educate and guide them toward achieving their financial goals, aiming to provide ongoing support throughout their financial journey. Raised in a small town in Eastern Kentucky, he brings a perspective shaped by his background. Outside of his professional work, Christian enjoys spending time at the beach, exploring food, watching movies, listening to music, and caring for pets.

Sarah Mack is a financial advisor with Ameriprise in Richmond, VA, holding the ChFC® designation along with Series 63, 65, and 66 licenses. She has 17 years of industry experience, including ten years at Wells Fargo Clearing prior to joining Ameriprise in 2024. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach, supported by algorithmic automation and oversight committees.

David Kaplan is a CFP® professional with 32 years of industry experience, currently affiliated with Raymond James Financial in Glen Allen, VA. He has been with Raymond James since 2009 and is also the owner of Forcke, Kaplan & Associates, LLC, a support company he has operated since 2001. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm provides tailored, non-discretionary consulting using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Martha Osborne is an Investment Consultant at Fidelity Investments, a role she has held since 2026. In this position, she partners with clients to understand their unique short- and long-term goals and helps build personalized financial plans aimed at achieving those objectives. Prior to her current role, Osborne served as a Planning Consultant at Fidelity Investments from 2024 to 2026. Her career in finance began in 2017 at Virginia Asset Management, where she held positions as an Operations Specialist and later as a Wealth Management Associate. Outside of her professional work, Osborne's personal interests include spending time at the beach, cooking and baking, engaging in family activities, socializing with friends, horseback riding, and traveling.

Joshua Fisher is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His career includes roles at Cetera since 2019 and Foresters Financial Services from 2012 to 2019. He is also managing member of Wealth Cycle Advisors, LLC. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients nationwide. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to affiliated and third-party investment strategies.

Jeffrey Williams is a financial advisor with LPL Financial in Rockville, VA, holding Series 63 and Series 65 licenses and 42 years of industry experience. He has been with LPL Financial since 2003. Outside of his advisory work, Williams serves as an umpire for middle school and junior varsity girls’ fast pitch softball games. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.