Michael Weinberg is a financial advisor at Citigroup Global Markets with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at CitiGroup since 2020, following roles at Signature Bank and Citibank Global Markets. Citigroup Global Markets serves individual and institutional clients across various wealth segments with a broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with internal oversight and offers bespoke discretionary solutions for large relationships.

Denis Porter is a financial advisor at First Command Advisory Services with five years of industry experience and holds a Series 66 designation. He has a background that includes service in the United States Army Reserves since 2013, where he serves as an Executive Officer overseeing operational, administrative, and logistical tasks. His prior experience also includes roles at First Command Brokerage and Insurance Services, as well as operating a kayak tour business. First Command Advisory Services, Inc. is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

David Lee is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and 12 years of industry experience. His prior roles include positions at HSBC Securities, JP Morgan Chase, Bank of America/Merrill Lynch, LPL Financial, and M&T Bank Corporation. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs along with broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains in-house research, security-pricing, and market roles that differentiate it from peers.

Linda Gillikin is a financial advisor with Primerica Advisors in Colonial Heights, VA, holding Series 63 and Series 65 licenses and 24 years of industry experience. She has been with Primerica Advisors since 2001 and with Primerica Financial Services since 2000. In addition to her advisory role, she receives compensation for referrals related to home security, automation products, and loan services through affiliated Primerica companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and separately managed account options primarily for individual and high-net-worth clients. The firm utilizes third-party asset managers and maintains an operational model focused on tiered wrap fees and curated investment models.

Mary Sink is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and two years of industry experience. She has worked at PFS Investments Inc. and Primerica Financial Services, and previously held roles at Insight Enterprises and Apprio. Mary also receives non-investment related compensation for referrals of home security, automation products, and related services through Primerica-affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates through a large network of advisors and employs model-delivery investment strategies supported by third-party asset managers and custodians.

William Davis is a financial advisor with Fidelity Investments, holding Series 63 and Series 65 designations and eight years of industry experience. His prior roles include positions at Get Medicare Extra Help, Mutual of Omaha Investor Services, Mutual of Omaha Insurance Company, and Allstate Insurance Co. He has been with Fidelity since 2021. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios composed of mutual funds, ETFs, and ETPs, and maintains a regulatory presence through registration with the CFTC and membership in the NFA.

Vernon Stockton III is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. His prior roles include positions at Argent Credit Union, Wells Fargo Clearing, Mass Mutual Life Insurance Company, and ICMA Retirement Corporation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Kevin Mccarthy is a financial advisor at Fidelity with nine years of industry experience and holds a Series 66 designation. His prior roles include positions at Horace Mann Investors, Mass Mutual Life Insurance Company, and Virginia Asset Management. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Darius McMillan is the Vice President, Executive Planning Consultant at Fidelity Investments. In this role, he collaborates with clients through a detailed planning process utilizing Fidelity's resources to create tailored financial plans that align with their unique needs and goals. He has held various positions within Fidelity Investments since 2019, including Vice President Financial Consultant, Financial Consultant, and Relationship Manager. Prior to joining Fidelity, Darius worked at Edelman Financial Engines as Market Manager and Senior Vice President of Financial Planning between 2015 and 2019. His earlier experience includes roles as an Investment Consultant at TD Ameritrade and a Financial Advisor at Edward Jones, dating back to 2012. Outside of his professional work, Darius has personal interests in fishing, fitness, football, and golf.

Elizabeth Joyner is a financial advisor at Edward Jones with 14 years at the firm and 8 years of industry experience. She holds the Series 66 designation and is based in Colonial Heights, VA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and offices.

John Upton is a CFP® with 44 years of experience in the financial industry, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he has ownership interests in several real estate and investment-related entities, including a family holdings investment company and agricultural land management. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Micheal Thomas is a financial advisor at Edward Jones with a Series 66 designation and no prior industry experience. Before joining Edward Jones in 2026, he served 15 years in the United States Marine Corps. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, tax-efficient services, and affiliated investment products through a nationwide network of financial advisors and branch offices.

Samuel Knight is a Certified Financial Planner® (CFP®) with seven years of industry experience. He has worked at Edward Jones since 2018 and previously spent seven years with Chesterfield County Public Schools. 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 more than 23,700 financial advisors, offering a range of advisory programs and investment solutions under a fiduciary standard.

William Jiles is a financial advisor with LPL Financial, holding the Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior work includes over a decade at Capitol Securities Management, Inc., and he also operates Jiles Wealth Management, LLC. Additionally, he is involved in teaching activities in Chester, VA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides various advisory programs, retirement plan consulting, and brokerage services, supported by research and model portfolios from multiple sources.

James Smith is a financial advisor at LPL Financial with four years of industry experience. He holds a Series 66 designation and has worked at LPL Financial and Appomattox Wealth Management since 2020. Prior to his financial advisory career, he was employed in landscaping and education roles. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

Ingrid Kessener is a CFP® professional with 11 years of industry experience, currently serving at Edward Jones since 2014. She also has a long-standing role at Virginia Wayside Furniture, where she has been involved since 1995. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Fletcher Allen is a financial advisor at Edward Jones with five years of industry experience. He holds the Series 65 and Series 66 designations. Prior to joining Edward Jones in 2022, he worked at James River Wealth Advisors and operated Allen Financial Coaching. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products.

John Reid is a financial advisor at Edward Jones with 35 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Edward D. Jones & Co., L.P. since 1990. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors and offers a range of advisory and investment solutions under a fiduciary standard.

Jennifer Parr is a CFP® professional with 26 years of experience in the financial services industry. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she serves on the vestry committee at St. John's Episcopal Church in Hopewell, VA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment management. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Jacob Snow is a financial advisor with Edward Jones in Chesterfield, VA, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked in retail and food service roles and spent ten years in full-time education. Outside of advising, he operates a small business selling Pokémon cards on eBay. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.