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.

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 at Cambridge Investment Research Advisors with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Lincoln Financial Securities Corporation and OSAIC. In addition to his advisory role, he is also an insurance agent offering accident/health insurance, disability insurance, fixed annuities, and traditional life insurance products. Cambridge Investment Research Advisors serves a broad client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers various portfolio management options, proprietary and third-party model strategies, and maintains institutional features such as advisor transition loans and equity participation arrangements.

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.

Andrew Mc Daniel is a Series 66-licensed financial advisor with Equitable Advisors in Richmond, VA, bringing two years of industry experience. Prior to joining Equitable Advisors, he worked at Guidehouse for four years and has a background that includes experience at Hess Financial and employment outside the financial sector at Chill's Grill and Bar. Equitable Advisors serves a broad client base including individual investors, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm uses a comprehensive advisory approach that incorporates client risk assessment and the use of third-party asset managers and model portfolios.

Artis Garrett is a financial advisor with Mass Mutual Investors Services in Glen Allen, VA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior work includes roles at OneAmerica Securities, American United Life, and MSI Financial Services. Outside of finance, he owns Nightskool Entertainment LLC, a music label focused on developing and promoting artists, and he is also an author. 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 offers financial planning, asset management, and educational seminars, emphasizing collaborative client engagements and event-driven planning services.

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 the Series 66 designation and has previously worked at Securities America Advisors and Next Financial Group, Inc. In addition to his advisory role, he is involved with Pinnacle First Financial Group, LLC, where he sells life insurance. OSAIC serves a diverse range of clients including individual investors, pension plans, corporations, and charitable organizations through a broad network of advisers. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party managers to construct portfolios tailored to client needs.

William Jorgensen Jr. is a financial advisor with Ameriprise in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, offering written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers services through a centralized consulting team in partnership with financial advisors.

William Cully III is a CFP® with 11 years of industry experience, currently affiliated with OSAIC in Richmond, VA. He previously worked at Royal Alliance for eight years and Bank of America, N.A. for three years. OSAIC serves a diverse client base, including individual investors, high-net-worth clients, pension plans, corporations, and nonprofits, offering a broad range of integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs various asset-allocation and portfolio construction tools and supports multiple platforms and third-party managed account solutions.

Gary Kelman is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. Prior to joining Cambridge in 2025, he worked at Ameriprise Financial Services from 2013 to 2025. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides both discretionary and non-discretionary investment solutions and maintains proprietary model strategies alongside access to third-party managers.

Aaron Rowe is a financial advisor with Edelman Financial Engines in Henrico, VA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Financial Engines Advisors L.L.C. since 2018, following 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 uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary services across a diversified range of portfolios.

David Winn is a Senior Financial Advisor with Merrill Lynch Wealth Management. He brings over twenty years of experience in asset and wealth management, specializing in strategic active portfolio management for small businesses, corporate executives, and physicians. His expertise encompasses a broad range of client focus areas, including corporate executive services, executive compensation, family wealth management strategies, services for endowments and non-profits, LGBT wealth planning, liquidity management, personal retirement planning, portfolio management services, small business strategies, and individual and corporate investment strategy. Throughout his career, David has developed a holistic and analytical approach to portfolio management. He manages custom investment strategies on a discretionary basis, utilizing Merrill model portfolios and third-party investment options. Known for his integrity, honesty, and accountability, David maintains a limited client roster to ensure quality service. He serves clients from various sectors, including the medical field, pharmaceutical industry, major real estate development, businesses, and non-profits. David holds a Bachelor of Science degree in Finance and Financial Management from Virginia Polytechnic Institute and State University. He is a Personal Investment Advisor (PIA) and is committed to working closely with clients to develop personalized financial strategies. Outside of his professional work, David spends time with his twin children and pursues interests such as reading, scuba diving, and traveling. He is also actively involved in volunteering within the communities he serves.

Michael Thaler is a financial advisor at Cambridge Investment Research Advisors with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Cambridge Investment Research Advisors since 2011. Outside of his advisory role, he is president of Effective Ministries Inc., which supports ministries in Africa, and owns My Purpose Plan LLC, a business focused on creating inspirational and educational materials. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing multiple investment platforms and both proprietary and third-party strategies.

Brian Gwaltney is a Financial Consultant currently working with Fidelity Investments since 2023. He provides financial guidance tailored to individual circumstances, emphasizing ongoing partnership and clear communication to help clients make informed decisions. Prior to his current role, Brian served as a Financial Advisor at Wells Fargo Advisors from 2019 to 2023 and as a Financial Representative with Northwestern Mutual from 2018 to 2019. His professional experience spans various aspects of financial advising across these organizations. Outside of his professional work, Brian engages in personal interests including bowling, football, and golf.