John Duke is a financial advisor at LPL Financial with over 50 years of industry experience. He holds the ChFC® and Series 63 designations. His career includes prior roles at Hilltop Securities Independent Network and Capitol Securities Management, along with managing the Duke Agency since 1993. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services with access to model portfolios, third-party asset management, and institutional platforms.

Haider Sharifi is a CFP® professional with 20 years of experience, currently affiliated with Cambridge Investment Research Advisors. He has been with Cambridge since 2013. Outside of financial advising, Sharifi is a musician and owner involved in the music and entertainment industry, and he serves as treasurer for a local men’s golf association. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of portfolio management and model-based solutions tailored to client objectives.

Tristan Amatruda is a financial advisor at Ameriprise in Richmond, VA, holding a Series 66 designation with four years of industry experience. He has been with Ameriprise since 2020 and previously studied at the University of Virginia. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Chiles Mason Jr. is a financial advisor at Equitable Advisors with five years of industry experience and holds a Series 66 designation. Prior to joining Equitable Advisors in 2020, he held various roles including positions at Hampden-Sydney College, Cooper-Hurley Law Firm, Mass Mutual, and Jamestowne Investments. Outside of his advisory work, he occasionally assists with the bottling process for Cirrus Vodka in Richmond, VA. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm utilizes a range of advisory models, often implemented through third-party managers and platforms, and offers ERISA fiduciary services to qualified plans.

Chad Dean is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and nine years of industry experience. He has been with Ameriprise since 2016, working across both Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC. He is also a co-owner of RSTK, LLC and Kasch, Levitch, McAleer & Associates, LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written retirement income planning recommendations and ongoing advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Colen La Plante is a financial advisor with Mass Mutual Investors Services and holds Series 63, 65, and 66 designations, bringing 34 years of industry experience. His prior roles include positions at Foreside Fund Services and Principal Funds Distributor. He serves as a board member for the Second Baptist Church Endowment, where he reviews and advises on the investment portfolio. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, and charitable organizations, among others. The firm emphasizes collaborative, goal-oriented planning supported by proprietary software and offers specialized programs such as divorce planning and estate-settlement services.

Angelica Snyder is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She previously worked at First Investors Corporation and has been with Cetera and its affiliated entities since 2019. Outside of her advisory role, she is co-owner of FirEver Pines LLC, a Christmas tree farm. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services across multiple program platforms and custodial relationships.

Audrey Keune is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. She has worked with LPL Financial and Abacus Financial since 2020. 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 a range of services including financial planning, model portfolio programs, and institutional platforms, with advice delivered through a large network of investment adviser representatives.

William Anderson is a financial advisor with Wells Fargo Clearing in Richmond, VA. He holds Series 63 and Series 66 licenses and has 17 years of industry experience, including 10 years with Wells Fargo Clearing. He serves as a personal representative and executor for his son. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research and analytics grounded in diversification and modern portfolio theory.

Brian Morgan is a Financial Consultant at Fidelity Investments, where he collaborates with individuals and families through a structured planning process to clarify priorities, establish goals, and create actionable financial plans. He focuses on providing guidance and disciplined execution to help clients make informed financial decisions and maintain focus on their priorities. Brian has been with Fidelity Investments since 2015, initially serving as an Investment Consultant before becoming a Financial Consultant in 2018. Prior to that, he worked as a Financial Advisor at LPL from 2014 to 2015 and at Edward Jones from 2010 to 2014. Outside of his professional work, Brian enjoys camping, fishing, golfing, and engaging in family activities, including parenthood.

Jacqueline Harrell is a financial advisor at Edward Jones in Richmond, VA, holding a Series 66 designation with one year of industry experience. Prior to her current role, she worked at Henrico County Public Schools and the YMCA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is known for its extensive retail advisor and branch network, as well as its affiliated capabilities beyond advisory services.

Dorothy Allen is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She previously worked at Lincoln Financial Advisors Corp for 16 years and has been associated with Penn Mutual Life Insurance Company for over two decades. Outside of her advisory role, she is involved in owning a real estate entity unrelated to investment and operates an insurance business offering various health and life insurance products. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services with a portfolio construction approach that includes asset allocation tools, risk-tolerance assessments, and access to third-party money managers.

Grayson Kirby is a CFP® affiliated with Raymond James Financial, with one year of industry experience. Prior to joining Raymond James, he worked at Bogart Wealth LLC and Northwestern Mutual. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and utilizes analytical tools such as risk profiling and probability modeling to support client goals.

Elizabeth Thompson is a financial advisor with Osaic Wealth, Inc. She holds Series 63 and Series 65 licenses and has 26 years of industry experience. Her career includes roles at LPL Financial LLC, Old Dominion Asset Management Inc., CUNA Brokerage Services, and Lincoln Financial Securities Corporation. In addition to her advisory work, she operates as an independent insurance agent, providing life, disability, and long-term care insurance analysis. Osaic Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk management, and access to third-party money managers.

Moatir Ahmed is a financial advisor at Fidelity with 32 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity in various roles since 2006. Strategic Advisers LLC, a Fidelity Investments company where Ahmed is based, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios that incorporate mutual funds, ETFs, and ETPs.

Denise Togger is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. She has held roles at Atlantic Union Bank, Union Investment Services, and Union Bank & Trust, alongside a long tenure at Raymond James Financial. Outside of her advisory work, she owns and operates a farm in Virginia. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools, and maintains a municipal advisor affiliation that supports its public finance work.

Ilce Tallarico is a financial advisor at Charles Schwab with 10 years of industry experience. She holds Series 63 and Series 66 registrations and has previously worked at Merrill Lynch, Pierce, Fenner & Smith, Inc., Bank of America, and PNC Investments. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance with multi-asset model portfolios and access to alternative investments.

Myleah Carter is a financial advisor at Ameriprise with Series 66 registration and two years of industry experience. Her prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and Norfolk State University. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, offering tailored recommendations that integrate research, modeling, and tax-efficiency analysis. The firm delivers these services through a centralized consulting team and supports a broad range of advisory, brokerage, and insurance solutions.

Robert Black is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2018 and previously at Nationwide Investment Services Corp from 2012 to 2017. Black is the owner of Mirror Lake Wealth Management, LLC, where he serves as a wealth advisor. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts by providing financial planning, investment management, retirement plan advisory, and financial-wellness services through a large network of independent Financial Professionals. The firm offers tailored investment strategies across multiple custody and platform arrangements and maintains both proprietary and unaffiliated model strategies.

Robert Allen is a financial advisor at LPL Financial with 26 years of industry experience. He holds the ChFC® and Series 66 designations and has worked with Kestra Financial Services and Kestra Investment Services prior to joining LPL in 2021. He also serves as a fixed-term life insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms.