John Duke is a financial advisor at LPL Financial with over 50 years of industry experience. He holds the ChFC® and Series 63 designations. His career includes prior roles at Hilltop Securities Independent Network and Capitol Securities Management, along with managing the Duke Agency since 1993. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services with access to model portfolios, third-party asset management, and institutional platforms.

Haider Sharifi is a CFP®-credentialed financial advisor with 20 years of industry experience, currently with Cambridge Investment Research Advisors since 2013. He previously worked at Morgan Stanley from 2007 to 2013. Outside of his advisory role, he is involved in music and entertainment as a musician and is treasurer of a local men's golf association. Cambridge Investment Research Advisors serves a diverse client base, including individual, pension, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services through various platforms and proprietary model strategies.

Tristan Amatruda is a financial advisor at Ameriprise in Richmond, VA, holding a Series 66 designation with four years of industry experience. He has been with Ameriprise since 2020 and previously studied at the University of Virginia. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Chad Dean is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and nine years of industry experience. He has been with Ameriprise since 2016, working across both Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC. He is also a co-owner of RSTK, LLC and Kasch, Levitch, McAleer & Associates, LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written retirement income planning recommendations and ongoing advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Colen La Plante is a financial advisor with Mass Mutual Investors Services and holds Series 63, 65, and 66 designations, bringing 34 years of industry experience. His prior roles include positions at Foreside Fund Services and Principal Funds Distributor. He serves as a board member for the Second Baptist Church Endowment, where he reviews and advises on the investment portfolio. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, and charitable organizations, among others. The firm emphasizes collaborative, goal-oriented planning supported by proprietary software and offers specialized programs such as divorce planning and estate-settlement services.

Alex Navarro Marquez is a financial advisor at OSAIC with 11 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining OSAIC in 2025, he worked at Lincoln Financial Securities for seven years, as well as Foresters Financial and Robert Half. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a wide range of brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization supported by various tools and third-party manager programs.

Angelica Snyder is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She previously worked at First Investors Corporation and has been with Cetera and its affiliated entities since 2019. Outside of her advisory role, she is co-owner of FirEver Pines LLC, a Christmas tree farm. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services across multiple program platforms and custodial relationships.

Audrey Keune is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. She has worked with LPL Financial and Abacus Financial since 2020. 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 range of services including financial planning, model portfolio programs, and institutional platforms, with advice delivered through a large network of investment adviser representatives.

Brian Morgan is a Financial Consultant at Fidelity Investments, where he collaborates with individuals and families through a structured planning process to clarify priorities, establish goals, and create actionable financial plans. He focuses on providing guidance and disciplined execution to help clients make informed financial decisions and maintain focus on their priorities. Brian has been with Fidelity Investments since 2015, initially serving as an Investment Consultant before becoming a Financial Consultant in 2018. Prior to that, he worked as a Financial Advisor at LPL from 2014 to 2015 and at Edward Jones from 2010 to 2014. Outside of his professional work, Brian enjoys camping, fishing, golfing, and engaging in family activities, including parenthood.

Zachary Andrew is a financial advisor with Morgan Stanley in Glen Allen, VA, holding a Series 66 designation and bringing 10 years of industry experience. Prior to joining Morgan Stanley, he worked at E*TRADE Capital Management LLC and E*TRADE Securities LLC from 2017 to 2023. He is also affiliated with Georgia State University since 2017. 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 methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and specialized planning groups.

Grayson Kirby is a CFP® affiliated with Raymond James Financial, with one year of industry experience. Prior to joining Raymond James, he worked at Bogart Wealth LLC and Northwestern Mutual. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and utilizes analytical tools such as risk profiling and probability modeling to support client goals.

Elizabeth Thompson is a financial advisor at Osaic with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including LPL Financial, Old Dominion Asset Management, and CUNA Mutual Group. Outside of her advisory role, she is also an independent insurance agent specializing in life, disability, and long-term care insurance. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach relies on model-based asset allocation and portfolio optimization, providing advisors flexibility with discretionary management, third-party managers, and proprietary models.

Moatir Ahmed is a financial advisor at Fidelity with 32 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity in various roles since 2006. Strategic Advisers LLC, a Fidelity Investments company where Ahmed is based, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios that incorporate mutual funds, ETFs, and ETPs.

Denise Togger is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. She has held roles at Atlantic Union Bank, Union Investment Services, and Union Bank & Trust, alongside a long tenure at Raymond James Financial. Outside of her advisory work, she owns and operates a farm in Virginia. 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, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools, and maintains a municipal advisor affiliation that supports its public finance work.

Ilce Tallarico is a financial advisor at Charles Schwab with 10 years of industry experience. She holds Series 63 and Series 66 registrations and has previously worked at Merrill Lynch, Pierce, Fenner & Smith, Inc., Bank of America, and PNC Investments. 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 guidance with multi-asset model portfolios and access to alternative investments.

Myleah Carter is a financial advisor at Ameriprise with Series 66 registration and two years of industry experience. Her prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and Norfolk State University. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, offering tailored recommendations that integrate research, modeling, and tax-efficiency analysis. The firm delivers these services through a centralized consulting team and supports a broad range of advisory, brokerage, and insurance solutions.

Robert Black is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 licenses and has 28 years of industry experience. His prior work includes roles at Nationwide Investment Services Corp and Putnam Investment Management, LLC. He is also the owner of Mirror Lake Wealth Management, LLC, where he serves as a wealth advisor. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm utilizes multiple management platforms and proprietary model strategies while supporting both discretionary and non-discretionary account management.

Robert Allen is a financial advisor at LPL Financial with 26 years of industry experience. He holds the ChFC® and Series 66 designations and has worked with Kestra Financial Services and Kestra Investment Services prior to joining LPL in 2021. He also serves as a fixed-term life insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms.

Matthew Preddy is a financial advisor at Robert W. Baird & Co. with 22 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Financial Engines Advisors, EF Legacy Securities, Edelman Financial Services, TD Ameritrade, UBS Financial Services, and Waddell & Reed. Outside of his advisory role, he is a limited partner and investor in Court Street Restoration, LLC, a business unrelated to the investment industry. The DDK Group at Robert W. Baird & Co., where Preddy is based, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies alongside internal research and tools, including artificial intelligence, to support client advice.

Robin Gnatowsky is a financial advisor with Accounting Advisory Services, L.L.C., holding a Series 65 designation and 23 years of industry experience. She has been a licensed and practicing attorney since 1989, operating the Law Offices of Robin S. Gnatowsky. In addition to her advisory role, she maintains a full-time legal practice specializing in estate planning. Accounting Advisory Services, L.L.C. is an independent firm serving clients with personalized financial advisory services.