William Cully III is a CFP® professional at OSAIC with 10 years of industry experience. He previously worked at Royal Alliance for eight years and Bank of America, N.A. for three years. OSAIC serves a diverse range of retail and institutional clients, providing integrated brokerage and investment advisory services through a large network of affiliated advisors. The firm employs various asset-allocation tools and offers access to multiple investment platforms, including third-party money managers and unified managed accounts.

Michael Palmore is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. His career includes roles at Wells Fargo Clearing and Lehman Brothers Inc. He holds the Series 66 designation. Palmore has an ownership interest in an investment-related business, STOEVER & PALMORE 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, including specialized services such as business-owner transition planning and special-needs analysis, supported by Wells Fargo’s research and planning tools.

Gary Kelman is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. Prior to joining Cambridge in 2025, he worked at Ameriprise Financial Services from 2013 to 2025. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides both discretionary and non-discretionary investment solutions and maintains proprietary model strategies alongside access to third-party managers.

Aaron Rowe is a financial advisor with Edelman Financial Engines in Henrico, VA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Financial Engines Advisors L.L.C. since 2018, following 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 uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary services across a diversified range of portfolios.

David Winn is a Senior Financial Advisor with Merrill Lynch Wealth Management. He brings over twenty years of experience in asset and wealth management, specializing in strategic active portfolio management for small businesses, corporate executives, and physicians. His expertise encompasses a broad range of client focus areas, including corporate executive services, executive compensation, family wealth management strategies, services for endowments and non-profits, LGBT wealth planning, liquidity management, personal retirement planning, portfolio management services, small business strategies, and individual and corporate investment strategy. Throughout his career, David has developed a holistic and analytical approach to portfolio management. He manages custom investment strategies on a discretionary basis, utilizing Merrill model portfolios and third-party investment options. Known for his integrity, honesty, and accountability, David maintains a limited client roster to ensure quality service. He serves clients from various sectors, including the medical field, pharmaceutical industry, major real estate development, businesses, and non-profits. David holds a Bachelor of Science degree in Finance and Financial Management from Virginia Polytechnic Institute and State University. He is a Personal Investment Advisor (PIA) and is committed to working closely with clients to develop personalized financial strategies. Outside of his professional work, David spends time with his twin children and pursues interests such as reading, scuba diving, and traveling. He is also actively involved in volunteering within the communities he serves.

Michael Thaler is a financial advisor at Cambridge Investment Research Advisors with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Cambridge Investment Research Advisors since 2011. Outside of his advisory role, he is president of Effective Ministries Inc., which supports ministries in Africa, and owns My Purpose Plan LLC, a business focused on creating inspirational and educational materials. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing multiple investment platforms and both proprietary and third-party strategies.

Brian Gwaltney is a Financial Consultant currently working with Fidelity Investments since 2023. He provides financial guidance tailored to individual circumstances, emphasizing ongoing partnership and clear communication to help clients make informed decisions. Prior to his current role, Brian served as a Financial Advisor at Wells Fargo Advisors from 2019 to 2023 and as a Financial Representative with Northwestern Mutual from 2018 to 2019. His professional experience spans various aspects of financial advising across these organizations. Outside of his professional work, Brian engages in personal interests including bowling, football, and golf.

John Taylor III is a financial advisor with Wells Fargo Clearing, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2011. Outside of his advisory role, he serves as an executor for his mother's estate. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader set of financial products, such as insurance-related vehicles and bank deposit sweep options.

Nicholas Shedd is a Series 66-licensed financial advisor with Raymond James Financial, where he has worked for 11 years. He has also been associated with Mainsail Wealth Advisors during this time. 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 clients. The firm uses tailored, non-discretionary planning supported by analytical tools and maintains unique offerings such as municipal advisory services and a SIMPLE IRA Employer Advisory & Consulting Services program.

Harry Matheney II is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior roles include positions at The Prudential Insurance Company of America, NYLIFE Securities LLC, and New York Life Insurance Co. Matheney is also involved in a Prudential-sponsored non-variable insurance business. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm’s approach relies on model-driven investment implementation and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Cameron Mitchell is a CERTIFIED FINANCIAL PLANNER™ professional at Edward Jones with six years of industry experience. He previously worked at Lord, Abbett & Co. LLC and HearingLife before joining Edward Jones in 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory services supported by a large nationwide network of financial advisors and branch offices.

Brude Stoever is a financial advisor at Wells Fargo Advisors with 33 years of industry experience. He has been with Wells Fargo in various capacities since 2009. Outside of his advisory role, he has a majority ownership in an investment-related business, STOEVER & PALMORE LLC, and serves as a trustee of a family trust. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory offerings with other financial products and referral channels.

Jerry Klich is a financial advisor with Ameriprise in Glen Allen, VA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he is a semi-professional magician and co-owner of a software development business called Medieval Interactive DBA Big Top Games. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized, written recommendation reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Ryan Goss is a financial advisor at Mass Mutual Investors Services with 10 years of industry experience. He holds a Series 66 designation and previously worked at TIAA and TD Ameritrade. Mass Mutual Investors Services is a subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers through collaborative, annual planning engagements.

Gregory Moore is a financial advisor with LPL Financial in Glen Allen, VA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at LPL Financial since 2009 and previously held roles at Wells Fargo Clearing from 2002 to 2009. Moore also operates businesses under the names Alexander Consulting Group and Synergy Wealth Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

William Saunders is a CFP® with 26 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2011. He also has a long-standing role with Equity Concepts dating back to 2003. Outside of his advisory work, Saunders serves as a commissioner for the RVA9 Golf League and is a board member of the Virginia State Golf Association. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals across wealth segments, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, employing both proprietary and third-party strategies with customizable discretionary and non-discretionary options.

Ernest Davidson Jr. is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Advisors Corporation for 32 years. He also serves as a wealth advisor with Capitol Financial Solutions. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and various advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party resources to manage portfolios across multiple asset classes.

Susan Craigie is a financial advisor with Raymond James & Associates in Richmond, VA, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. She has been with Raymond James & Associates since 2013. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting supported by a range of portfolio management styles, affiliated research, and municipal advisory services.

Robert Thompson is a financial advisor with Charles Schwab, holding a Series 66 designation and 18 years of industry experience. He has been with Charles Schwab Bank, SSB and Charles Schwab since 2011. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals primarily through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, delivering investment guidance through multi-asset model portfolios and due diligence on alternative investments.

Brantley Hathaway is a financial advisor with Raymond James & Associates in Richmond, VA, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Truist Advisory Services, Truist Investment Services, and BB&T Securities. He serves as a board member for St. Joseph's Villa, a nonprofit organization focused on connecting families with educational and community resources. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and nonprofit entities, offering personalized financial planning and consulting services that typically follow a non-discretionary model.