Joshua Haddad is a financial advisor at Thrivent Investment Management with seven years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2019 and previously worked at Liberty University from 2016 to 2019. Outside of his advisory role, Haddad is involved in a housing project that provides below-market rental properties to church staff and students. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary portfolio management.

Kyle Geblein is a financial advisor with Ameriprise in Richmond, VA, holding a Series 66 credential and seven years of industry experience. He has worked at Ameriprise since 2019 and previously held roles at Capitol Securities Management, Keiter CPA, Middletown Valley Bank, and Randolph-Macon College. Geblein serves as Treasurer on the Board of Directors for Phi Alpha Housing Corporation and is Membership Chair for the Financial Planning Association’s Central Virginia Chapter. Ameriprise provides retirement-income planning services aimed at individuals near or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Nelson Fisher is a Financial Consultant at Fidelity Investments, where he partners with clients to develop and implement personalized financial plans and clear investment strategies tailored to their unique goals. He has been with Fidelity Investments since 2022, progressing through roles including Investment Consultant, Relationship Manager, and High Net Worth Associate before assuming his current position in 2025. Prior to joining Fidelity, Nelson worked as a Client Service Associate at Davenport and Company LLC from 2017 to 2022. His professional experience spans client service and investment consulting within the financial services industry. Outside of his professional work, Nelson enjoys spending time at the beach, engaging in family activities, playing golf, and traveling.

William Barber Jr. is a financial advisor with LPL Financial in Richmond, VA. He holds the PFS™ designation along with Series 63 and Series 66 licenses and has two years of industry experience. Prior to joining LPL Financial, he worked at Barber Accounting & Advisory Services LLC and Rescom Real Estate Services LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers, supported by various operational tools and a large network of over 22,800 advisors.

Ian Coleman is a financial advisor at Cambridge Investment Research Advisors with 25 years of industry experience. He holds a Series 66 designation and has worked previously at firms including Truist Advisory Services, LPL Financial, Morgan Stanley, and Wells Fargo Clearing. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension 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 multiple investment implementation options, combining proprietary and third-party strategies, and maintains institutional features such as advisor transition support and compliance controls.

Peter Marotta is a financial advisor with Ameriprise in Richmond, VA, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement who meet specific asset criteria. The firm combines research and modeling with tax-efficient strategies to deliver written, non-discretionary recommendation reports through a centralized consulting team, supporting advisors like Marotta in serving clients with substantial investable assets.

Austin Offnick is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Before joining LPL Financial in 2025, he held various roles in healthcare and academic institutions, including positions at Atrium Health Wake Forest Baptist and Wake Forest University School of Medicine. He is currently pursuing additional licenses to become a registered representative. 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 portfolio programs, and access to institutional platforms, supported by technology and a broad spectrum of financial activities.

Carlton Brown is a CFP® professional with 28 years of industry experience, currently serving as an advisor at Raymond James & Associates since 2014. He is involved with the finance and investment committee of Discovery United Methodist Church and holds an officer and director position at a family-owned retail pharmacy in Gretna, Virginia. Raymond James & Associates is a large, 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 charitable organizations, offering financial planning and investment consulting through various advisory programs.

Jamie Mattioli is a financial advisor at Cambridge Investment Research Advisors with 15 years of industry experience. He holds a Series 66 designation and has worked previously at Northwestern Mutual, Wells Fargo, Ameriprise, and Merrill. Outside of his advisory role, he serves as a board member and volunteer for Heart Havens and is an owner and partner of a business entity called Steve.AI. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through independent Financial Professionals, employing a range of investment strategies across multiple platforms.

Joy Banner Chatburn is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. Her prior roles include positions at Wells Fargo Advisors, Union Bank & Trust, Lowe’s Home Improvement, and Atlantic Union Bank, where she also serves as a client assistant. 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 investors. The firm uses tailored, non-discretionary planning supported by analytical tools and maintains specialized programs for municipal and public finance clients, as well as employer advisory services.

Sara Vick is a CFP® professional at OSAIC with 18 years of experience in the financial industry. She previously worked at Signator Investors, Inc. for 10 years before joining Royal Alliance Associates, Inc., where she has been employed since 2018. Additionally, she is associated with Heron Creek Advisors, where she serves as a registered assistant. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a range of investment options, utilizing asset-allocation tools, risk-tolerance assessments, and both discretionary and non-discretionary account management.

Taylor Campbell is a Branch Leader at Fidelity Investments, where they lead a team dedicated to wealth planning and helping clients work towards their financial goals. In this role, Taylor focuses on empowering their team to reach their full potential to better serve clients. Taylor has held several positions within Fidelity Investments since 2021, including Financial Consultant, Investment Consultant, and Planning Consultant. Prior to joining Fidelity, Taylor gained experience as an Operations Specialist at Virginia Asset Management and as a Financial Services Representative at MassMutual. Outside of their professional work, Taylor has interests in beach activities, fitness, food, outdoor adventures, parenthood, and traveling.

Stephen Pitts is a CFP® with 45 years of industry experience, currently advising at OSAIC since 2018. He previously worked at Signator Investors, Inc. and has been associated with State Mutual since 1983. Pitts also operates a sole proprietorship focused on life and health insurance sales and serves as a director of an S corporation. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a broad network of advisors and platforms. The firm provides integrated brokerage and advisory services using asset-allocation tools and third-party managers, offering discretionary and non-discretionary portfolio management and a range of investment options.

Robert Wood Jr. is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Raymond James & Associates since 2014. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and municipalities, offering a range of financial planning and advisory services with a predominantly non-discretionary approach.

Ivan Mattox Sr. is a financial advisor with MassMutual Investors Services and holds the Series 66 designation. He has 23 years of industry experience, with prior roles at Wells Fargo Clearing Services, OneAmerica Securities, and other firms. In addition to his advisory work, he serves as president and owner of Mattox Contracting Inc., a general contracting business. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational programs using firm-approved analytical tools and collaborative client relationships.

Brian Groves is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously spent five years with Green Spring Valley Hounds and five years with Deep Run Hunt Club. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Gerardo Serrano is a Series 66-registered financial advisor with Fidelity in Glen Allen, VA, possessing two years of industry experience. His prior work includes roles at Atlantic Union Bank and Wells Fargo. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that may include mutual funds, ETFs, and ETPs.

Michael Tuteral is a financial advisor at Edelman Financial Engines with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Financial Engines Advisors L.L.C., Edelman Financial Services, LLC, and Vectors Research Management, LLC. He is based in Henrico, Virginia. 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 committee-driven modeling process combined with planner-led delivery and online tools, offering diversified portfolios, periodic rebalancing, and a long-term investment approach.

Stacey Baker is a financial advisor with Wells Fargo Clearing in Richmond, VA, holding Series 63 and Series 66 designations and with 27 years of industry experience. She has been with Wells Fargo Clearing since 2017, following a year of salary continuation leave with Wells Fargo Securities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and applying diversification principles and modern portfolio theory.

James Snell is a financial advisor with MassMutual Investors Services in Glen Allen, VA, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. His prior experience includes roles at MassMutual Life Insurance Company, Geico, Truist Investment Services, and Wells Fargo Advisors. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, utilizing firm-approved tools to deliver written recommendations within collaborative annual planning relationships.