Katherine Richardson is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Wells Fargo Advisors and Wells Fargo Clearing since 2012. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Karen Myers is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 65 licenses and has 34 years of industry experience. She has been associated with Raymond James since 2010 and also works as an independent contractor with Holden Global Financial Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, as well as pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal advisory services, along with specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Randi Johnson is a financial advisor with Edward Jones in Newport News, VA, holding a Series 66 designation and beginning her advisory career in 2024. Prior to joining Edward Jones, she spent a decade at Vernon Ray Edwards Painting Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors.

Don Iacono is a CFP® credentialed financial advisor with 44 years of industry experience. He has worked at OSAIC since 2024 and previously spent over a decade at Securities America Advisors and SECURITIES AMERICA, inc. In addition to his advisory role, he serves as an enrolled agent managing a full tax practice, instructs tax courses, and is a board member and treasurer for a nonprofit dental clinic. OSAIC serves a diverse client base including individual, high-net-worth, institutional, corporate, and charitable investors. The firm offers integrated brokerage and advisory services with a range of portfolio solutions supported by proprietary asset-allocation tools and connections to multiple third-party platforms.

Omunique Owens is a financial advisor with LPL Financial in Chesapeake, VA, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at ABNB Federal Credit Union, CUSO Financial Services, and Fidelity Investments. Outside the advisory field, she has experience in fitness with Natural Bodyz Fitness. 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 a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Kenny Dale is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. Prior to joining Raymond James in 2025, he worked at Truist Advisory Services and BB&T Securities. He serves as a co-trustee and trustee for family and charitable investment trusts, including involvement with The Warfield Foundation, Inc. as a nonvoting director advising on investments. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning and supports a broad advisor network with a range of specialized investment programs and institutional consulting services.

Thomas Carlson is a financial advisor with OSAIC based in Newport News, VA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at Securities America Advisors and SECURITIES AMERICA, inc. for ten years each. Outside of his advisory role, Carlson is an assistant secretary on the Rotary Club of Newport News board and serves as an elder at Colony Friends Church. OSAIC serves a diverse client base, including individual, high-net-worth, institutional, and charitable investors, offering integrated brokerage and investment advisory services through a large network of affiliated advisers. The firm employs various tools and platforms to construct and manage portfolios across asset classes with discretionary and non-discretionary options.

Olivia Barr is a financial advisor at Morgan Stanley with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Morgan Stanley in 2026, she worked at Fidelity Investments from 2022 to 2025. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and proprietary investment models. The firm manages approximately $2.74 trillion in client assets and provides services under both direct client relationships and corporate agreements.

Russell Lewis is a financial advisor with Wells Fargo Clearing in Norfolk, VA, holding a Series 66 designation and 12 years of industry experience. He has been with Wells Fargo-affiliated firms since 2012, including Wells Fargo Bank NA and Wells Fargo Advisors, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by extensive research and analytics.

Joy Tamburri Mullins is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in Virginia. She is part of a team that collaborates to assist clients in developing comprehensive wealth plans to address their various financial goals. Her approach focuses on creating personalized financial strategies tailored to the unique needs and objectives of each client. Her expertise spans multiple client focus areas including college education planning, divorce transition planning, LGBT wealth planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, women and wealth, and retirement income. Joy holds the Professional Investment Advisor (PIA) designation and has a High School Diploma from Menchvill High School. She also attended Rutgers University but did not receive a degree. Joy participates in community service efforts in line with the Merrill tradition of community involvement. Outside of her professional work, she enjoys antiquing, biking, hiking, reading, running, spending time with her family, traveling, and practicing yoga.

Mark Stubbs is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill since 2019. Prior to his financial services career, Stubbs worked in the railway industry in the United Kingdom. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Zackary Byrd is a financial advisor at Wells Fargo Clearing in Norfolk, VA, holding Series 63 and Series 65 licenses. He has been with Wells Fargo and its affiliates since 2025 and has prior experience in various customer service and operational roles across several companies. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages roughly $671 billion in assets and employs over 14,000 financial advisors, offering a broad range of brokerage and advisory solutions.

Jennifer Anders is a CFP® with 28 years of industry experience. She is currently with Raymond James & Associates, where she has worked since 2019. Her prior experience includes roles at Bank of America and Merrill. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves individuals, institutional clients, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Sheilah Johnson is a financial advisor at Merrill with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill since 2009 and Bank of America, N.A. since 1998. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Ralph Chesson III is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has served since 1999. He employs a comprehensive approach to wealth management, incorporating banking, investment management, trust administration, and lending to meet the needs of his clients. Ralph focuses on a range of financial areas including retirement planning, investment strategies, trust services, business transition planning, and structured credit and lending. He holds a Bachelor of Arts degree in Economics from Hampden-Sydney College. Ralph is a Personal Investment Advisor (PIA) and collaborates closely with specialists at Merrill Lynch, Bank of America, and other professionals such as attorneys, CPAs, and tax specialists to provide tailored advice that aligns with the individual objectives of his clients. Outside of his professional work, Ralph is involved with St. Andrews Episcopal Church and enjoys spending time with his family. His approach centers on building strong relationships and providing personalized attention while leveraging the resources of one of the world’s largest financial services firms.

Courtney Thompson is a financial advisor at Edward Jones in Suffolk, VA, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2018, Thompson worked in the hospitality and catering industries. 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 range of advisory programs and investment strategies through a nationwide network of financial advisors and branch offices.

Alan Witt Jr. is a financial advisor at LPL Financial with 13 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Advisors LLC and CUSO Financial Services, LP. Outside of his advisory work, Witt hosts and owns a podcast titled The Wheel Reads. 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 a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, featuring both discretionary and non-discretionary management and access to research from multiple sources.

Gregory Otto is a financial advisor with Wells Fargo Advisors in Norfolk, VA, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has been with Wells Fargo Advisors since 2009. Wells Fargo Advisors is a large institutional firm serving a broad client base with a comprehensive range of investment and financial planning services.

James Kline is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wachovia Bank, N.A. from 2011. Outside of his advisory role, he serves as power of attorney for his father. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Alana Pesnell Harrell is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 credentials and three years of industry experience. Her prior roles include positions at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, LLC, PNC Financial Services, and Langley Federal Credit Union. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by internal research and third-party analytics.