Dustin Smith is a financial advisor with Wells Fargo Clearing in Richmond, VA. He holds Series 63 and Series 65 licenses and joined the firm in 2026. Prior to this role, he worked in insurance and consulting roles, including positions at Liberty Mutual Insurance Company and Comparion Insurance Agency. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by extensive research and analytics.

David Bonjo is a financial advisor with Morgan Stanley in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including customized financial planning supported by structured discovery conversations and firm-approved tools.

Jason King is a CFP® professional with 26 years of industry experience, currently advising at Ameriprise Financial Services, where he has worked since 2003 across multiple affiliated entities. Prior to Ameriprise, he was briefly associated with Choreo, LLC in 2003. Outside of his advisory work, he occasionally makes his personal residence available as a location for commercials and photo shoots. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement income planning advice and written recommendation reports, emphasizing tax-aware withdrawal strategies and dependable income sources.

Dalton Kitchen is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has prior experience with Bank of America and First Command Advisory Services. Dalton is a co-owner of a rental property in Richmond, Virginia, with non-family members. 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 plans, corporations, and charitable organizations.

Jaclyn Cha is a financial advisor at Charles Schwab with 13 years of industry experience. She holds the Series 63 and Series 66 designations. Her career includes roles at TD Ameritrade Investment Management, TD Ameritrade, Fidelity Personal and Workplace Advisors, and Fidelity Brokerage Services. 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 a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

James Cox III is a financial advisor with LPL Financial in Richmond, VA, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with LPL Financial since 2006. Outside of his advisory role, Cox serves as a for-profit board member of Riskalyze. 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 institutions. The firm offers a wide range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms, supported by extensive technology and operational resources.

John Wick IV is a financial advisor with Wells Fargo Clearing in Richmond, VA, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His career includes tenures at Wells Fargo Advisors LLC and Wachovia Bank, N.A. Outside of his advisory role, he serves on the investment and finance committee of the Science Museum of Virginia. 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 supported by research from Wells Fargo Investment Institute and third-party databases.

Tanner Leary is a financial professional with five years of industry experience, currently affiliated with Cetera. He holds the Series 66 designation and has worked with firms including Northstar Resource Group and Minnesota Life Insurance Company. Outside of his advisory role, Leary is involved in fixed insurance sales through an agent/broker position at North Star Consultants. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporations, charities, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by a network of over 10,000 advisors and managing over $256 billion in assets.

Stephanie Tibbs is a financial advisor at Fidelity with seven years of industry experience. She holds the Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing Services and Wells Fargo Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Robert Basham Jr. is a financial advisor with Cetera, holding the Series 63 and Series 65 registrations and bringing 38 years of industry experience. He has worked at Cetera since 2023 and concurrently serves as a financial advisor at Virginia Asset Management since 2018. Basham also holds a board member position on the Citizens Transportation Advisory Committee in Richmond, Virginia. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, retirement services, and access to a variety of third-party managers through a multi-manager platform.

Cody Rankin is a financial advisor with Morgan Stanley in Richmond, VA, holding a Series 66 designation and seven years of industry experience. His career includes roles at J.P. Morgan Chase Bank and J.P. Morgan Securities, as well as previous positions at LPL Financial and Buehler & Berryhill Financial Partners. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured processes.

Patrick Dunbar is a financial advisor at Morgan Stanley with seven years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley since 2017, including time at Morgan Stanley Private Bank, N.A. prior to his current role. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client relationships and employer-sponsored financial planning agreements.

Tiana Smith Cluff is a Financial Advisor at Merrill Lynch Wealth Management, specializing in retirement strategies and holistic financial planning for individuals, families, and businesses. She holds the Certified Plan Fiduciary Advisor (CPFA) designation, Personal Investment Advisor (PIA) certification, and is a Retirement Accredited Financial Advisor (RAFA). With over nine years of experience, Tiana creates customized strategies encompassing retirement planning, wealth management, alternative investments, and employee benefits, designed to adapt as clients' lives change. Tiana's expertise includes education planning, employee benefits planning, family wealth management strategies, LGBT wealth planning, liquidity management, managing new wealth, and values-based and ESG investing. Her background in computer science and finance allows her to blend analytical thinking with personalized client guidance. She assists companies in designing employee benefit programs and guides professionals through tailored wealth strategies. Fluent in English and Spanish, she is committed to providing clear, collaborative, and inclusive financial education. She holds a Bachelor's Degree from Virginia Commonwealth University and is involved in professional and community organizations such as NAWBO, the VCU Women's Impact Network, and the Virginia Opera. Additionally, Tiana participates in mentoring through the Virginia Commonwealth University's African American Alumni Council Mentoring Circle and serves on the Virginia Opera Board. Her personal interests include reading, spending time with her family, and traveling.

Winata Wicker is a financial advisor with Ameriprise Financial Services in Richmond, VA, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. She has been with Ameriprise since 2009. In addition to her advisory role, she co-owns WB Elite Tax & Accounting, a business providing tax preparation and bookkeeping services. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that combines research, data, and algorithmic tools to deliver written retirement income recommendations and ongoing planning advice.

Jasmine Robinson is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and three years of industry experience. She has worked at Wells Fargo Clearing since 2022 and previously at Wells Fargo Bank and SunTrust Banks (now Truist). Outside of her advisory role, she operates a small dog boarding and walking service on a limited, part-time basis. 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 a range of brokerage and advisory solutions supported by in-depth research and analytics.

Daniel Price is a financial advisor at Morgan Stanley with 26 years of industry experience. He has been with Morgan Stanley Smith Barney since 2014 and holds the Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that incorporate firm-approved tools and modeling techniques to assist clients in planning their financial futures.

Samantha Wooton is a financial advisor at Ameriprise with 11 years of industry experience. She holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2006. Outside of her advisory role, she is involved in managing BE BRAVE LLC, an LLC that supports her Ameriprise practice operations, and assists with office work for her husband’s home inspection and remodeling business. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research-driven, algorithm-supported recommendations with personalized financial advice. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Charles Allen is a financial advisor with LPL Financial in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. Prior to joining LPL Financial in 2019, he worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company from 2013 to 2019. Outside of advising, he is also involved in music as a part-time musician. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors and a diverse set of financial products and services.

Vernon Stockton III is a financial advisor with LPL Financial in Chester, VA, holding Series 63 and Series 65 credentials and 25 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Bank, Mass Mutual Life Insurance Company, and ICMA Retirement Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of investment strategies and operational tools.

Thomas Heaton is a Senior Financial Advisor and Senior Vice President at Merrill Lynch Wealth Management. He has 28 years of experience guiding clients through complex markets and significant life events. Heaton specializes in goal-based investment strategies focused on long-term retirement planning and risk management, incorporating principles of Behavioral Finance to help clients avoid emotional decision-making related to greed and fear. His services extend to comprehensive financial solutions including banking, mortgages through Bank of America, investments, risk management, and estate planning. Heaton holds a Bachelor's Degree from the Pennsylvania State University System and professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He emphasizes understanding clients' life priorities to create personalized plans aligned with their goals and aspirations. Heaton works alongside his assistant, Nina Sjogren, who supports his clients with administrative needs. Outside of his professional role, Heaton enjoys golfing, running, and spending time with his family. He lives in Hanover County and is married with two daughters who have graduated from Virginia Tech.