Garland Bowden is a financial advisor with Morgan Stanley in Newport News, VA, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has been with various Morgan Stanley entities since 1995, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, Bowden serves on the advisory board of the Stonebridge Education Foundation, focusing on demographic and at-risk scholarship issues. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutions. The firm offers structured financial planning and manages approximately $2.74 trillion in client assets.

Monica Harrison Church is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. She has worked at Wells Fargo Clearing and Wells Fargo Advisors LLC in multiple periods since 2014. Outside of her advisory role, she works as a server at Brookse's Bar and Grill in Winfield, WV, and provides temporary employment services through United Talent in Hurricane, WV. Wells Fargo Clearing offers retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, providing both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional products.

Susanne Robinson is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley, Bank of America, and Merrill. She is based in Newport News, VA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering investment policy development, performance reporting, participant education, and discretionary investment management. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Bonnie Blaylock is a CFP® professional with 14 years of experience in financial advising. She is currently with Ameriprise and previously worked at Cetera and Langley Federal Credit Union. In addition to her advisory role, she is involved in independent insurance brokering focusing on whole life and fixed annuity products. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Cabell Birdsong is a financial advisor at OSAIC with 61 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Securities America Advisors, Inc. and SECURITIES AMERICA, Inc. for 12 years prior to joining OSAIC. OSAIC serves a broad range of clients including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services with a variety of portfolio management tools and access to third-party money managers and wrap programs.

Whitney Sigler is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2025, Sigler worked at Cetera Investment Advisors, LLC and Cetera Investment Services LLC, and has concurrent experience at Langley Federal Credit Union in a sales assistant role supporting financial advisors. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and ongoing advice.

Robin Wilcox is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he advises on practice issues for Wilcox Eye Center, an eye care business owned by his spouse. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Ahmad Bahrami is a Financial Advisor at Merrill Lynch Wealth Management, specializing in customized retirement planning and investment management. He works with executives, business owners, and their families to develop comprehensive wealth management strategies, integrating areas such as wealth accumulation, retirement income, tax efficiency, estate and legacy planning, and business succession. Ahmad's approach begins with understanding each client's unique circumstances and goals before recommending tailored financial solutions. Ahmad's expertise covers a range of client focus areas including corporate executive services, divorce transition planning, services for endowments, foundations, and non-profits, as well as investment consulting for defined contribution and defined benefit plans. He holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Ahmad earned an Associates in Business Management from Thomas Nelson Community College and is proficient in English and Farsi. Beyond his professional responsibilities, Ahmad is involved with Rotary International and St. Jude's Cancer Research Hospital. In his personal time, he enjoys cooking, hiking, soccer, traveling, and spending time with his family.

Mitchell Harry is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley since 2016. Outside of his advisory role, he serves on the Finance Committee of the Alexander Graham Bell Association for the Deaf and Hard of Hearing. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process using approved tools and models, serving clients in both advisory and brokerage capacities.

Theodore Eckert is a financial advisor at Wells Fargo Clearing with 42 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. He receives trail commissions from Allianz Life Insurance unrelated to his advisory duties. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related products and bank deposit sweep programs.

Michael Liby is a financial advisor with Equitable Advisors, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors, he served in the U.S. Military from 2016 to 2022 and has held roles in economic development and academia. He also serves as Co-Adjutant for the Sons of the American Legion, providing data analysis and computer support on a volunteer basis. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and institutional clients. The firm offers advisory programs through a network of representatives and leverages third-party asset managers and program sponsors for investment solutions.