Christian Dundas is a CFP® professional with 21 years of industry experience, currently affiliated with LPL Enterprise. His prior roles include lengthy tenures at The Prudential Insurance Company of America and Pruco Securities, LLC. He maintains an incidental business entity, Dundas & Rikkola Financial Services, LLC, used for tax and investment-related purposes. LPL Enterprise serves a diverse client base ranging from individuals and retirement plans to corporations and institutional clients, providing advisory and brokerage services through a platform that integrates financial planning, model portfolios, and access to third-party asset management programs.

Juan van Schalkwyk is a Financial Consultant at Fidelity Investments. He has worked in various roles within the company since 2023, including Investment Consultant, Investment Solutions Representative I, and Customer Relationship Advocate. Juan works with clients to develop personalized financial strategies to build, manage, and protect their wealth. Born in South Africa and moving to the United States as a teenager, Juan brings his personal experience with financial challenges to his professional work. He emphasizes clear communication, proactive outreach, and trusted guidance in supporting clients' financial goals. Outside of his professional role, Juan enjoys activities such as spending time at the beach, family activities, exploring food, social events with friends, and outdoor adventures.

Christian Strom is a financial advisor with Charles Schwab who holds Series 63 and Series 66 designations and has 11 years of industry experience. He has worked at several firms, including Voya Investment Management and Sterling Capital Management, before joining Charles Schwab in 2021. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and due diligence from the Schwab Center for Financial Research.

Michael Anliker is a CFP® with 27 years of industry experience, currently serving at Cetera since 1999. He also owns and manages a CPA firm specializing in tax preparation and planning services. Additionally, he holds a role as an elected board member of a local office condominium homeowners association. Cetera Investment Advisers LLC is an SEC-registered firm that provides a broad range of investment and retirement services through a nationwide network of independent advisors, serving individual, corporate, charitable, and institutional clients. The firm offers access to multiple portfolio management options, including model portfolios, third-party managers, and bespoke strategies, with oversight covering discretionary and non-discretionary accounts.

Noah Fletcher is a financial advisor with Mass Mutual Investors Services in Glen Allen, VA, holding a Series 66 designation and five years of industry experience. His prior roles include positions at J.W. Cole Advisors, Valic Financial Advisors, and MassMutual Life Insurance Company. Outside of his advisory work, he coaches varsity football at Goochland High School and serves as a director for the Goochland Football Foundation, a nonprofit organization focused on community engagement and fundraising. MML Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser affiliated with MassMutual, providing financial planning and asset management services to individuals, business owners, and charitable organizations. The firm emphasizes collaborative, goal-driven planning using firm-approved analytical tools, offering a range of educational and event-driven planning programs.

Christopher Han is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2012. He provides comprehensive financial planning services, partnering with clients to develop strategies aimed at building and protecting wealth, as well as creating giving plans aligned with clients' values. Christopher adjusts these plans as clients' circumstances and opportunities evolve to help keep financial goals on track. His professional experience includes positions as a Licensed Personal Banker 2 at Wells Fargo Bank from 2010 to 2012, and earlier roles as a Financial Advisor at Virginia Asset Management, UBS Wealth Management, and Ameriprise Financial between 2007 and 2010. This background supports his expertise in financial consulting and wealth management. Outside of his professional work, Christopher's personal interests include cars, family activities, fitness, and soccer.

Paige Harrison is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC. Outside of her advisory role, she is involved in managing a rental property jointly owned with her spouse. 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 advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Alexander Joseph is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. He previously worked at UBS Financial Services and has professional experience that includes roles outside finance in education and hospitality. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs, and it serves as an advisor to multiple registered funds.

John Bayarski is a CFP® professional with seven years of industry experience, currently serving as an advisor at LPL Financial. His prior roles include positions at Strategic Wealth Planning and Commonwealth Financial Network, as well as a decade at Aramark Corp. In addition to his advisory work, he is involved in tax preparation and accounting through Strategic Tax Planning, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer providing services to individuals, retirement plans, banks, credit unions, and charitable organizations. The firm offers a range of advisory programs and manages portfolios using both discretionary and non-discretionary approaches, supported by research and multiple investment strategies.

Mark Barnett is a financial advisor with Ameriprise in Glen Allen, VA, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, Barnett is involved in business ownership, including The Westerre Group, LLC, an investment-related pass-through entity, and MaKe Enterprises, LLC, a real estate business. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, delivering tailored recommendation reports through a centralized consulting team. The firm combines quantitative modeling, tax-efficient strategies, and asset management to support client retirement income needs.

Aran Massengill is a financial advisor at Osaic with one year of industry experience and a Series 66 designation. Prior to joining Osaic, he worked briefly with Hermitage Wealth Management and has held various roles including client services specialist. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, retirement plan consulting, unified managed accounts, and access to multiple third-party money managers, employing a range of portfolio construction tools and investment options.

Rabih Harmoush is a financial advisor with LPL Financial in Glen Allen, VA, holding the Series 63 and Series 66 credentials and having 23 years of industry experience. He previously worked at Valic Financial Advisors for nine years before joining LPL Financial in 2019. Outside of his advisory work, he is involved in an automotive sales business in Richmond, VA. 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 financial planning, various advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Robert Hinkel is a CFP®-certified financial advisor with 19 years of industry experience. He is currently with Charles Schwab, where he has worked since 2016 in various roles including at Charles Schwab Bank and Charles Schwab & Co., Inc. Prior to that, he spent one year at The Mather Group, LLC. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management using multi-asset model portfolios supported by research and due diligence on alternative investments.

Andrew Joyner is a financial advisor with OSAIC in Glen Allen, VA, holding Series 63 and Series 65 licenses and 14 years of industry experience. His work history includes positions at Old Dominion Asset Management Inc., LPL Financial LLC, and H. Beck Inc. before joining OSAIC. OSAIC Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services, financial planning, and access to multiple investment platforms, utilizing tools such as asset-allocation models and automated rebalancing to manage portfolios across various asset classes.

David Saunders is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2011. Outside of his advisory role, Saunders is involved as a committee member with Scouts BSA Troop 521 and serves on the board of the Hanover Education Foundation. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm provides both discretionary and non-discretionary investment strategies through independent Financial Professionals, utilizing proprietary and third-party model strategies across multiple custody and platform arrangements.

Whitney Hull is a financial advisor at Charles Schwab with 10 years of industry experience. She holds a Series 66 designation and has worked at several firms including Raymond James and Mutual of Omaha Investor Services. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and maintains an integrated operational structure that supports a broad range of investment offerings.

David Lyness is a Financial Consultant at Fidelity Investments, a position he has held since 2021. Prior to this role, he worked as a Financial Advisor at Acorn Advisory Services from 2019 to 2020. In his current capacity, David focuses on providing a personalized experience by delivering customized education and leveraging Fidelity's resources to develop and implement holistic financial strategies. David's approach centers on working collaboratively with clients to align financial plans with their aspirations. His professional experience spans financial consulting and advisory services, enabling him to support clients in various aspects of financial planning. Outside of his professional responsibilities, David is engaged in family activities, golf, outdoor adventures, and volunteering.

Olivia Mallett is a CFP® with three years of industry experience, currently serving at Charles Schwab in Glen Allen, VA. Her prior experience includes roles at Oppenheimer and positions in education and corporate settings. She is involved with the Virginia Tech Alumni Association as Young Alumni President, where she helps coordinate events and outreach in the Tidewater Area. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm provides both non-discretionary advisory services and access to discretionary separately managed accounts, combining centralized operations with a multi-asset model portfolio approach.

Dale Fickett is a Series 65-licensed financial advisor with Cambridge Investment Research Advisors, based in Glen Allen, VA. He has four years of industry experience and has been affiliated with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. for one year. His background includes roles with Barrett Capital Management, LLC and ongoing involvement with the University of Richmond and RVA Works. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, providing a range of investment solutions tailored to client objectives.

Alexander Brand is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Wells Fargo Clearing Services, Wells Fargo Bank, and Raymond James Financial Services. Brand serves as a non-profit board member for the Rivergate Homeowner's Association in Richmond, VA. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a broad range of advisory programs, financial planning, and brokerage services utilizing model portfolios, third-party research, and a variety of investment strategies.