William Barnes is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing. His prior roles include positions at Pinxter Inc dba "Clowder" and Hawk's Point of View, LLC, as well as work at The Catholic University of America. He also holds trustee and executor responsibilities for several trusts and estates. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, supported by extensive research and a broad range of brokerage and advisory solutions.

Helen Campbell is a financial advisor with Wells Fargo Clearing in Williamsburg, VA, holding Series 63 and Series 66 credentials and 22 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory activities, Campbell has served as co-trustee for her parents and worked as a dog handler for a film production. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions, managing approximately $671 billion in assets with more than 14,000 financial advisors.

Richard Overy is a financial advisor with Ameriprise in Williamsburg, VA, holding a Series 66 designation and 28 years of industry experience. He worked at Raymond James Financial Services from 2009 to 2024 before joining Ameriprise. Outside of his advisory role, he serves on the boards of Hospice House of Williamsburg and the Williamsburg Community Foundation, and is Vice Chairman of Advocates for a Live Performance Venue. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research and modeling with tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Claden Connell is a financial advisor with J.P. Morgan Securities in Williamsburg, VA, holding Series 63 and Series 66 licenses and four years of industry experience. His career includes roles at Wells Fargo Clearing Services, LLC and Wells Fargo Bank, NA prior to joining J.P. Morgan in 2022. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations. The firm operates within the broader J.P. Morgan broker-dealer and banking organization and offers access to a range of products including those related to security-based swaps and futures commission merchant activities.

Benjamin Ivey Jr. is a financial advisor with LPL Financial in Yorktown, VA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His career includes positions at Cuso Financial Services, 1st Advantage Credit Union, Wells Fargo Clearing, and Ameriprise Advisor Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides access to various investment strategies through IARs who use both proprietary and third-party resources, supported by advanced operational tools.

Robert Turner is a Senior Financial Advisor with Merrill Lynch Wealth Management based in Williamsburg, Virginia. He brings over 25 years of experience in the financial industry, having held positions with firms such as Wachovia Securities, SunTrust Investments, and Truist Advisory Services prior to joining Merrill Lynch. His expertise encompasses a range of client focus areas including college education planning, divorce transition planning, family wealth management, legacy planning, retirement income, portfolio management, and small business strategies. Robert earned a Bachelor of Arts degree in Economics with Academic Distinction from the Virginia Military Institute in 1984. He also holds the designation of Personal Investment Advisor (PIA). Residing in Poquoson, Virginia, Robert has been married for more than 35 years and has three adult children and grandchildren. In his personal time, he enjoys fishing, boating, traveling, and spending time with his family and friends.

Jason Rowe is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been employed since 1996. He holds a Bachelor of Science degree in Business Management from Christopher Newport University and serves as a Senior Portfolio Manager. In this role, Jason manages customized discretionary investment portfolios, utilizing his own Personalized or Defined Strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Jason specializes in creating investment strategies focused on tax minimization, long-term growth, asset preservation, and wealth transfer. His client focus areas include family wealth management strategies, legacy planning, and personal retirement planning. He works to align portfolios with clients' financial objectives through tailored design and implementation. Additionally, Jason holds the Professional Investment Advisor (PIA) designation. Outside of his professional responsibilities, Jason has served on the boards of the Middlesex Family YMCA and the Cedar Point Property Owners Association. His personal interests include baseball, basketball, boating, cooking, genealogy, horseback riding, photography, softball, and traveling.

Roy Hargrove is a CFP® with 45 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. 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 advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Nick Louridas is a CFP® and ChFC® with 18 years of experience in the financial services industry. He currently works at Wells Fargo Clearing and has previously held roles at PNC Private Bank, Mass Mutual Investors Services, and PNC Investments. Outside of his advisory work, he serves as Treasurer and leads the Finance Committee at the Virginia Museum of Contemporary Art. 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 wider range of financial products than typical for large institutional advisers.

Richard Maurer Jr. is a financial advisor at Morgan Stanley with 48 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, National Association since 2015, as well as Morgan Stanley Smith Barney LLC since 2013. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market simulations.

Regan Van Cura is a financial advisor at Edward Jones in Poquoson, VA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, Regan worked at AR Workshop and The Office Group Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a nationwide network of more than 23,700 advisors. The firm manages approximately $1.01 trillion in assets and provides additional services including trust operations, affiliated mutual funds, and securities-based lending.

Traci Foster is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary solutions. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Sandra Hickey is a Series 66 licensed financial advisor with Merrill, where she has worked since 2020. She has five years of industry experience and previously spent nine years with Waterway Guide. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers.

Tamara Pavlov is a financial advisor with Ameriprise in Chesapeake, VA, holding a Series 66 designation and nine years of industry experience. She has worked at Ameriprise since 2021 and previously held roles at Woolrich Inc., Securities Service Network, Woodbury Financial Services, and Moff and Associates. Outside of her advisory work, Pavlov serves as a part-time assistant cross-country coach at Lycoming College and participates in the Pennsylvania College of Technology Alumni Task Force. Ameriprise offers specialized retirement-income planning services targeted at individuals nearing or in retirement with substantial investable assets, combining research and modeling with tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Carlos Britos is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has served in the United States Navy since 2000. Outside of advising, he assists with Nautiwax LLC, a cosmetology business owned by his wife. 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 through a nationwide network of financial advisors and offers a range of investment strategies and affiliated services under a fiduciary standard.

Matthew Williams is a financial advisor at Edward Jones in Gloucester, VA, holding a Series 66 designation with four years at Edward Jones and three years of industry experience. Prior to joining Edward Jones, he spent 14 years at Underboats INC. Edward Jones is a wealth management firm serving individual and institutional clients with a broad range of advisory and investment services, supported by a large network of advisors and branch offices across the country.

Shari Barker is a financial advisor with Morgan Stanley in Williamsburg, VA, holding Series 63 and Series 65 credentials and eight years of industry experience. Her prior experience includes roles at Securities America, Inc. and CKS Financial. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning services supported by firm-approved tools and investment modeling techniques.

Michelle Grant is a Financial Advisor with Merrill Lynch Wealth Management. She works with individuals, families, and business owners to provide investment guidance and personalized financial planning. Her approach focuses on simplifying complexity, managing risk, and helping clients make informed decisions aligned with their long-term goals. Michelle specializes in supporting clients through periods of growth, transition, and uncertainty. She addresses competing financial priorities such as buying a home, saving for education, caring for loved ones, planning for retirement, and preparing for future healthcare needs. Her strategy blends disciplined investment management with planning across retirement, taxes, and long-term wealth building. She holds a Bachelor's Degree in Business Administration with a concentration in Accounting from ECPI College of Technology and holds the Personal Investment Advisor (PIA) designation. Michelle is fluent in both Tagalog and English. She is involved in her community through participation with the Greater Williamsburg Chamber of Commerce and the York-Seaford Youth Football and Cheerleading League.

Elizabeth Jordan is a Senior Financial Advisor with Merrill Lynch Wealth Management. In her role, she provides investment advice and strategies tailored to clients' life goals, risk tolerance, time horizon, and liquidity needs. She assists clients in managing their individual wealth to meet their specific objectives, working collaboratively to create personalized financial strategies. Jordan has been in the financial services industry for over 24 years. She began her career after graduating from Sweet Briar College in 1996, gaining experience in various roles including equity syndicate analysis and capital markets. She has worked with firms such as Andrew Lanyi, Credit Suisse, Lehman Brothers, UBS, and Morgan Stanley before joining Merrill Lynch in 2019. She holds a Bachelor's Degree from Sweet Briar College and the Personal Investment Advisor (PIA) designation. Outside of her professional career, Jordan is active in her community as a sustainer with the Junior League of Hampton Roads and enjoys golfing, reading, and spending time with her family.

Sandra Mickelborough is a financial advisor with LPL Financial in Gloucester, VA, holding Series 63 and Series 65 credentials and three years of industry experience. Her background includes positions at 1st Advantage Federal Credit Union and CUSO Financial Services, LP, as well as work in education at Christopher Newport University, Rappahannock Community College, and Gloucester High School. 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, supported by a large network of investment adviser representatives.