Jason Pruden is a CFP® and ChFC® with 20 years of industry experience. He is currently with OSAIC and previously worked at Royal Alliance Associates, Inc. and John Hancock Financial Network. He also serves as an advanced planning consultant for Capitol Financial Solutions and acts as an agent under a power of attorney for a family member. OSAIC serves a diverse client base including individual and institutional investors, offering a range of brokerage, investment advisory, and financial planning services through a large network of affiliated advisers and multiple platforms. The firm utilizes asset-allocation tools and automated rebalancing to construct portfolios that may include various asset classes and supports both discretionary and non-discretionary account management.

Eugene Rushton is a financial advisor with Raymond James & Associates in Richmond, VA, holding Series 63 and Series 66 licenses and nine years of industry experience. Before joining Raymond James in 2021, he worked at Sagepoint Financial, INC. and spent a year at the University of Virginia. Outside of advising, he is a co-owner of Les Yeux Du Monde, a business he inherited with his sister in 2021. Raymond James & Associates is a large firm serving individuals, institutions, and municipal entities with financial planning and advisory services. The firm offers a range of investment strategies and is noted for providing municipal advisory services alongside wealth management and consulting programs.

Philip Conjerti is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and eight years of industry experience. Prior to his current role, he worked at OneAmerica Securities, American United Life, and Primerica entities. Conjerti served in the US Army for eleven years. He is involved with Organic Wealth Management, a MassMutual DBA focused on environmental and socially responsible investing strategies. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational services, emphasizing collaborative, annual planning relationships and a range of investment and estate-planning programs.

William Comer is a financial advisor with LPL Financial in Glen Allen, VA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include positions at Virginia Asset Group, Infinex Investments, EVB/SONA Bank, BB&T Investment Services, Wells Fargo Clearing, and Wachovia Securities. He is involved with Ashpark Financial Group, LLC, a related investment activity in Glen Allen. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of strategic and tactical investment options and operational tools.

Stephen Gow is a CFA® charterholder and holds the Series 66 designation with 23 years of industry experience. He is currently with Raymond James & Associates and has prior experience at Truist Advisory Services, Truist Investment Services, and Bb&T Securities. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves individuals, institutions, pension plans, charitable organizations, and governmental entities. The firm offers financial planning and investment consulting through a range of portfolio management styles, supported by extensive research and a nationwide adviser network.

Douglas Swartz is a financial advisor with Edelman Financial Engines in Henrico, VA, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at Financial Engines Advisors L.L.C. since 2018 and previously held roles at EF Legacy Securities, LLC and Edelman Financial Services LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a proprietary, committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment options with a focus on diversified portfolios, periodic rebalancing, and long-term strategies.

Courtney Coombs is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. She has 20 years of industry experience, including a 19-year tenure at Ameriprise Financial Services and prior roles at Edward Jones, National Life Group, and Equity Services Inc. She is involved in insurance activities through Cornerstone Advisor Group LLC and offers alternative products via King Brokerage of Virginia LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm provides financial planning, asset management, and educational seminars, with a focus on collaborative, goal-driven planning engagements.

Craig Dods is a financial advisor at Wells Fargo Advisors with 35 years of industry experience. He has held positions at Wells Fargo Advisors and Wells Fargo Clearing since 2009 and previously worked at Legg Mason Wood Walker, Incorporated. Dods holds Series 63 and Series 65 licenses and has an ownership interest in Granite Wealth Management, LLC. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients through a broad range of investment and financial planning services. The firm provides tailored recommendations using proprietary research and tools, offering both brokerage and advisory programs.

Griffin Flinn is a financial advisor with LPL Financial based in Glen Allen, VA, holding a Series 66 designation and eight years of industry experience. He previously worked at Kestra Advisory and Cambridge Investment Research and has been involved with Alpha Wealth Advisors since 2017. 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 a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Sharron Ross is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She has worked at Cetera and Cetera Investment Services LLC since 2019 and previously spent nine years at Fic. Outside of her advisory role, she volunteers at Crutchfield Farms, a family farm. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios and various investment programs.

Kyle Morgan is a Financial Consultant currently working at Fidelity Investments. He has experience in financial consulting and investment consulting roles within the company, having served as an Investment Consultant in 2023 and as a Financial Consultant from 2023 to the present. Prior to joining Fidelity Investments, Kyle worked as a Financial Advisor at Equitable Advisors from 2019 to 2023. Kyle is focused on assisting families and individuals in understanding how to leverage their financial assets to pursue their goals. His professional background encompasses various facets of financial advising and investment consulting. Outside of his professional work, Kyle enjoys baseball, golf, hiking, snowboarding, traveling, and participating in social events with friends.

Alexander Brennan is a financial advisor with Ameriprise in Richmond, VA, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC, Truist Bank, and Morgan Stanley. Ameriprise Financial Services serves both individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides ongoing advice focused on income sources and tax-aware withdrawal strategies.

Stuart Blankenship is a financial advisor at Cambridge Investment Research Advisors with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Lincoln Financial Securities Corporation and OSAIC. In addition to his advisory role, he is also an insurance agent offering accident/health insurance, disability insurance, fixed annuities, and traditional life insurance products. Cambridge Investment Research Advisors serves a broad client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers various portfolio management options, proprietary and third-party model strategies, and maintains institutional features such as advisor transition loans and equity participation arrangements.

Gilda Burket is a financial advisor at Raymond James Financial with two years of industry experience. She previously worked at Wells Fargo from 2014 to 2021 and has been associated with Raymond James Financial Services, Inc. and Mainsail Wealth Advisors since 2022. Burket is a Series 66 licensed professional. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individual and high-net-worth clients, corporations, and institutional clients. The firm offers tailored non-discretionary planning using analytical tools and supports advisory programs and institutional portfolio management.

Andrew Mc Daniel is a Series 66-licensed financial advisor with Equitable Advisors in Richmond, VA, bringing two years of industry experience. Prior to joining Equitable Advisors, he worked at Guidehouse for four years and has a background that includes experience at Hess Financial and employment outside the financial sector at Chill's Grill and Bar. Equitable Advisors serves a broad client base including individual investors, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm uses a comprehensive advisory approach that incorporates client risk assessment and the use of third-party asset managers and model portfolios.

Artis Garrett is a financial advisor with Mass Mutual Investors Services in Glen Allen, VA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior work includes roles at OneAmerica Securities, American United Life, and MSI Financial Services. Outside of finance, he owns Nightskool Entertainment LLC, a music label focused on developing and promoting artists, and he is also an author. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative client engagements and event-driven planning services.

Marco Backus is a Financial Consultant at Fidelity Investments, a role he has held since 2025. Prior to this, he served as an Investment Solutions Representative at Fidelity Investments in 2024 and was a Customer Relationship Advocate at the company from 2022 to 2024. His professional experience at Fidelity Investments encompasses various client-facing roles focused on financial consulting and investment solutions. Raised in Germany, Marco relocated to the United States, bringing a broad range of experiences that enable him to connect with clients from diverse backgrounds. He provides straightforward financial guidance aimed at helping clients feel confident about their financial futures. Outside of his professional responsibilities, Marco enjoys cooking and baking, participating in family activities, engaging in fitness and outdoor adventures, as well as reading and traveling.

Bruce Griggs is a financial advisor at OSAIC with 24 years of industry experience. He holds the Series 66 designation and has previously worked at Securities America Advisors and Next Financial Group, Inc. In addition to his advisory role, he is involved with Pinnacle First Financial Group, LLC, where he sells life insurance. OSAIC serves a diverse range of clients including individual investors, pension plans, corporations, and charitable organizations through a broad network of advisers. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party managers to construct portfolios tailored to client needs.

William Jorgensen Jr. is a financial advisor with Ameriprise in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, offering written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers services through a centralized consulting team in partnership with financial advisors.

Thomas Hughes is a financial advisor at Raymond James Financial Services Advisors, Inc. with 34 years of industry experience. He holds the Series 63 and Series 65 designations and has been associated with Raymond James and TowneBank since 2015. Hughes also serves as an associate at TowneBank in Richmond, VA. 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 uses analytical tools to support client goals, along with unique municipal advisory capabilities and specialized SIMPLE IRA consulting programs.