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.

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.

Heather Lambert is a financial advisor with Wells Fargo Advisors in Richmond, VA, holding Series 63 and Series 66 credentials and having 25 years of industry experience. She has been with Wells Fargo Advisors since 2009 in various capacities. Outside of her advisory role, she co-owns a home remodeling business with her spouse. 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 solutions and integrates advisory services with other financial products and referral channels.

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.

Charles Bradshaw is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2024. His prior roles include positions at Wells Fargo Clearing from 2016 to 2024 and Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory work, he participates in nonprofit activities as a member of the Elk Hill Foundation’s investment and foundation committees. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser offering investment and financial planning services to individuals, trusts, and institutional clients. The firm delivers tailored recommendations using proprietary research and planning tools, serving clients with a range of financial needs and planning specialties.

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.

Peter Squire Jr. is a financial advisor with Raymond James & Associates, holding a Series 63 designation and bringing 43 years of industry experience. He has been with Raymond James & Associates since 2013. 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, pension plans, and charitable organizations, offering financial planning and consulting services through various tailored, non-discretionary programs.

Mark Macinnis is a financial advisor with Mass Mutual Investors Services in Glen Allen, VA, holding Series 63 and Series 65 credentials and 24 years of industry experience. He previously worked at MetLife Securities Inc. and MassMutual Life Insurance Company. Outside of his advisory role, he is the head wrestling coach at Midlothian High School. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning, asset management, and educational services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers structured, collaborative financial planning engagements using firm-approved analytical tools, with implementation of recommendations facilitated through separate brokerage or insurance arrangements.

Sean Ekiert is a financial advisor with Raymond James & Associates in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Raymond James & Associates since 2013. Ekiert serves on the advisory board of Chesterfield County Public Schools, participating in budget review and recommendation activities. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Patrick Dauer is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and 21 years of industry experience. He has worked at Prudential Insurance Company of America since 2004 and was affiliated with Pruco Securities, LLC for 20 years prior to joining LPL Enterprise. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and other entities through a network of investment adviser representatives. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Karen Redding is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing eight years of industry experience. Her background includes roles at Avantax Advisory Services and Avantax Investment Services, and she is also the owner of Karen Redding LLC, which operates Liberty Tax Service. 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 through a network of independent professionals. The firm provides a variety of investment implementation options and maintains proprietary and unaffiliated model strategies tailored to client objectives.

Marcel Morin is a financial advisor with LPL Financial in Glen Allen, VA, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked at multiple firms, including Kestra Financial Services and Questar Asset Management. 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.

Radoslaw Wolosiuk is a financial advisor at Edward Jones with 21 years of industry experience. He holds the Series 66 designation and previously worked at ICMA Retirement Corporation for 18 years. 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 strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds.

Robert Bowman is a CFA® credentialed financial advisor at Robert W. Baird & Co. with 26 years of industry experience. His prior roles include positions at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, Edelman Financial Services LLC, and Virtus Capital Advisers, LLC. He is based in Glen Allen, VA. Robert Bowman is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. Baird provides a range of services including financial planning, portfolio management, separately managed accounts, and custody and brokerage services, utilizing in-house research and a variety of investment strategies.

Kyle Murphy is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. His prior roles include positions at Royal Alliance Associates, Sii, Clearview Financial, and Eagle Strategies. Outside of his advisory work, he is involved with Murphy Insurance Solutions and operates Prevail Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and various customized strategies supported by advanced operational tools.