Christian Dundas is a CFP®-designated financial advisor with 22 years of industry experience. He is currently with LPL Enterprise and has previously worked at The Prudential Insurance Company of America and Pruco Securities, LLC. Dundas is involved in Dundas & Rikkola Financial Services, LLC, a limited business entity used for tax and investment purposes. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm’s model-driven investment approach incorporates portfolios developed by LPL’s Research Department and third-party strategists, and it offers services such as financial planning, access to third-party asset managers, and participation in wrap 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 at Wells Fargo Advisors with 11 years of industry experience. She holds Series 63 and Series 66 registrations and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services that include retirement, education, risk management, and specialized planning areas. The firm utilizes proprietary research and planning tools to develop tailored recommendations, with clients having flexibility in implementation through various brokerage and advisory 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® with eight years of industry experience, currently serving as a financial advisor at LPL Financial. He previously worked at Commonwealth Financial Network and has a background with Aramark Corp. In addition to his advisory role, Bayarski is involved with Strategic Tax Planning, Inc., a tax preparation and accounting business. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a wide range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

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. He holds the Series 66 designation. Prior to his current role, he worked at Hermitage Wealth Management, Inc. and has experience in client services. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform, offering both brokerage and advisory services including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach utilizes model-based asset allocation and portfolio optimization supported by risk-tolerance assessments and rebalancing tools.

Rabih Harmoush is a financial advisor with LPL Financial in Glen Allen, VA, holding Series 63 and Series 66 credentials and possessing 23 years of industry experience. Prior to joining LPL Financial in 2019, he worked at Valic Financial Advisors for nine years and MSI Financial Services for one year. Outside of his advisory role, he is involved in automotive sales through Page Auto Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and participant-level retirement advice, supported by a large network of investment adviser representatives.

Robert Hinkel is a CFP® professional affiliated with Charles Schwab, with 20 years of industry experience. He has worked at several notable firms, including Fidelity, TIAA-CREF, Merrill, and The Mather Group, before his current role at Charles Schwab since 2016. 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, offering integrated brokerage, custody, and advisory solutions with both non-discretionary and discretionary investment options.

Andrew Joyner is a financial advisor at Osaic with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Old Dominion Asset Management Inc, LPL Financial LLC, and H. Beck Inc. He has been with Osaic since 2023. Osaic Wealth serves a diverse client base, including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with brokerage and advisory services that emphasize model-based asset allocation, portfolio optimization, and flexible investment strategies across various programs.

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 worked with Cambridge Investment Research Advisors since 2011 and previously held roles at Sanders Morris LLC, QA3 Financial LLC, and Capital Investment Advisors. Outside of his advisory work, Saunders is involved as a board member of the Hanover Education Foundation and serves as a committee member for Troop 521 Scouts BSA. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers access to multiple platforms, third-party advisers, and proprietary model strategies under the Founders Gate Capital brand.

Whitney Hull is a financial advisor with Charles Schwab, holding a Series 66 designation and 10 years of industry experience. Her previous roles include positions at Raymond James Financial Services and Mutual of Omaha Investor Services. Whitney is based in Ruther Glen, Virginia. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by due diligence from its research center.

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 financial advisor with Cambridge Investment Research Advisors and holds a Series 65 designation. He has four years of industry experience, including previous roles at Barrett Capital Management and ongoing involvement with RVA Works. He also has a connection to the University of Richmond lasting five years. Cambridge Investment Research Advisors, Inc. serves a diverse client base of individual and institutional investors, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages assets across multiple platforms with proprietary model strategies and access to third-party advisors.

Alexander Brand is a financial advisor at LPL Financial with 26 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials and has worked previously at Wells Fargo, Raymond James Financial Services, Stephens, and Scott & Stringfellow. Brand serves as a board member of the Rivergate Homeowner's Association, a nonprofit organization in Richmond, VA. 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 a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.