Finley Woodward is a financial advisor at Guardian Life with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Ohio National. Woodward also engages in sales of insurance products outside of Guardian for clients who do not qualify for Guardian offerings. He works with Park Avenue® Wealth Management, a subsidiary of The Guardian Life Insurance Company of America that provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients.

Rodney Perkins is a CFP® with 16 years of industry experience, currently with Eagle Strategies (NY Life). He has been associated with Eagle Strategies since 2012 and has operated Rsp Wealth Strategies LLC since 2016. Perkins is also involved in cryptocurrency investing as a passive investor. Eagle Strategies serves a diverse client base, including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory programs tailored to client objectives and primarily manages assets on a non-discretionary basis.

Christian Strahan is a financial advisor at Valic Financial Advisors in Richmond, VA, holding a Series 66 designation with one year of industry experience. He is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm provides portfolio management, financial planning, and consulting services through a large network of advisors and utilizes discretionary unified managed accounts with tax-aware and ESG overlay options.

Percy Blackburn is a financial advisor with Guardian Life and holds the ChFC® designation along with Series 63 and Series 66 licenses. He has 10 years of industry experience, including prior roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a wholly owned subsidiary of Guardian Life, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage, financial planning, and advisory services that include discretionary and non-discretionary portfolio management and a hybrid digital advisory solution.

Jeff Donham is a CFP® professional with 20 years of industry experience, currently advising at Focus Partners Wealth, LLC. He previously worked at The Colony Group, LLC for 10 years and Northwestern Mutual Investment Management for 2 years. Focus Partners Wealth, LLC serves a diverse client base including individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework, combining active and passive strategies along with access to private and registered pooled vehicles.

Charles Finfgeld Jr. is a financial advisor at Kestra Advisory with one year of industry experience. He holds the Series 66 designation and has previously worked with Commonwealth Financial Network and InVirtus Wealth Partners. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services including fiduciary consulting, plan-level investment advice, and employee education. The firm manages approximately $79.8 billion in assets and serves a variety of clients, including sovereign wealth funds.

George Rapp is a financial advisor with Valic Financial Advisors in Richmond, VA, holding Series 63 and Series 65 designations and possessing 26 years of industry experience. He has been with Valic Financial Advisors since 2000 and has also held a role at Agia since 2022. Outside of his advisory work, he is involved with non-securities insurance products through his position at Agia. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and wrap programs, utilizing a large network of advisors and a technology-driven investment platform.

Amanda Quicke is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. She has worked at various Wells Fargo entities since 2009. Amanda is a Series 66 license holder and has partial ownership in an investment-related business, Granite Wealth Management, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options using proprietary research and tools, with services tailored to clients who meet specific net-worth criteria.

Elizabeth Gillis is a financial advisor with Raymond James & Associates, holding a Series 66 designation and four years of industry experience. She has worked at Raymond James since 2020 and previously spent five years with Lakeland Tours DBA WorldStrides. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and charitable organizations, offering financial planning, investment consulting, and municipal advisory services through a nationwide network of advisers.

Randall Vaughan Jr. is a financial advisor with Raymond James Financial in Henrico, VA, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has worked with Atlantic Union Bank, Union Bank & Trust, and Union Investment Services in addition to his long tenure at Raymond James. Vaughan also serves as a trustee of his living trust. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, supports a broad advisor network, and has notable capabilities in municipal and public finance advisory services.

Brian Wallis is a CFP® and holds a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2009 in Richmond, VA. 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 broad range of advisory and investment solutions through a nationwide network of more than 23,000 financial advisors.

Katherine Dixon is a Series 66-licensed financial advisor with Raymond James Financial, based in Glen Allen, VA, and has 21 years of industry experience. She has worked with Atlantic Union Bank since 2019 and has been with Raymond James Financial Services Advisors, Inc. since 2015. Outside of her advisory role, she serves as Operations Manager for Atlantic Union Financial Consultants, LLC/AUB Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs in municipal advisory and SIMPLE IRA employer consulting.

Bryan Davis is a financial advisor with LPL Enterprise and holds Series 63 and Series 66 licenses. He has 31 years of industry experience, including prior roles at Prudential Insurance Company of America, Pruco Securities, LLC, and MSI Financial Services, Inc. He serves as Secretary on the board of the Georgetown Condominium Owners Association, a nonprofit organization. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities through a network of investment adviser representatives. The firm typically employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Parker Jeffrey is a financial advisor at Wells Fargo Advisors with eight years of industry experience. He holds the Series 66 designation and has worked within various Wells Fargo entities since 2016. Outside of his advisory role, he is involved in videography and video production as an owner of a related business. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutions, providing a broad range of planning options supported by Wells Fargo research and tools.

Jameson Bunger is a financial advisor with Mass Mutual Investors Services in Glen Allen, VA, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2012. In addition to his advisory role, he is licensed as an agent offering individual and group life, health, long-term care, and disability insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, focusing on collaborative, goal-based planning supported by firm-approved analytic tools.

Christopher Rudzinski is a financial advisor at Raymond James Financial with 21 years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments and Middleburg Financial prior to his current roles. He is also involved with Atlantic Union Financial Consultants, LLC/AUB Wealth Management as a financial consultant. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm offers non-discretionary planning and uses analytical tools to tailor recommendations, supporting implementation through various advisory programs.

Christian Vanhoose is a Financial Consultant at Fidelity Investments, a role he has held since 2026. Prior to this, he served as an Investment Consultant at Fidelity Investments from 2024 to 2026. His career in financial services began at TIAA, where he worked as a Financial Services Consultant from 2021 to 2023 and then as an Individual Financial Consultant from 2023 to 2024. Christian is licensed in insurance in California. He focuses on meeting clients where they are to educate and guide them toward achieving their financial goals, aiming to provide ongoing support throughout their financial journey. Raised in a small town in Eastern Kentucky, he brings a perspective shaped by his background. Outside of his professional work, Christian enjoys spending time at the beach, exploring food, watching movies, listening to music, and caring for pets.

Erin Sutton is a financial advisor at Raymond James & Associates with 20 years of industry experience. She holds the Series 66 designation and has worked at firms including Scott & Stringfellow, Inc., Bb&T Securities, LLC, and Truist Advisory Services. Sutton serves as vice president and board member of the Junior League of Richmond, a nonprofit women's charitable organization. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser offering services to individuals, institutions, and charitable entities. The firm provides financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a broad adviser network and a range of portfolio management styles.

Sarah Mack is a financial advisor with Ameriprise in Richmond, VA, holding the ChFC® designation along with Series 63, 65, and 66 licenses. She has 17 years of industry experience, including ten years at Wells Fargo Clearing prior to joining Ameriprise in 2024. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach, supported by algorithmic automation and oversight committees.

David Kaplan is a CFP® professional with 32 years of industry experience, currently affiliated with Raymond James Financial in Glen Allen, VA. He has been with Raymond James since 2009 and is also the owner of Forcke, Kaplan & Associates, LLC, a support company he has operated since 2001. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm provides tailored, non-discretionary consulting using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.