Aaron Syracuse is a financial advisor at Osaic Wealth, Inc. in Midlothian, VA, holding a Series 66 designation. He began his advisory career at Osaic Wealth in 2025 after spending 23 years at Eurofins Professional Scientific Services. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across various asset classes.

Coleman Cox is a financial advisor with LPL Financial based in Richmond, VA. He holds a Series 66 designation and has two years of industry experience, including prior roles at Fidelity Investments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios and research.

Mark Falls is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney LLC since 2009, including service at Morgan Stanley Private Bank, N.A. since 2015. Based in Richmond, VA, he operates within one of the largest financial firms globally. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured tools and broad investment offerings.

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.

Carmen Taylor is a financial advisor at Cetera with 40 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Her career includes long-term roles at Securian Financial Services and Southwestern Life Insurance, as well as involvement with Virginia Asset Management and Select Brokers. Taylor also works as an insurance agent, selling life, health, disability, fixed annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with access to various portfolio management strategies, financial planning, and consulting services.

Debra Marble is a financial advisor with Ameriprise in Midlothian, VA, holding a Series 66 designation and one year of industry experience. Her prior work includes roles at Megastar Financial, UnitedHealthcare, and the Seattle School District. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored recommendations delivered through a centralized consulting team.

Chad Nystrom is a financial advisor with 21 years of experience, currently affiliated with Cetera. He holds a Series 66 credential and has worked with firms including Virginia Asset Management and Select Brokers, LLC. Outside of advisory work, he is also involved in fixed insurance sales and owns family rental properties marketed through VRBO. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving a diverse client base, including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options and access to third-party money managers.

R. Brandon Moore is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in personalized wealth management strategies for business owners, individuals, and families. He helps clients create and preserve wealth through tailored financial planning and customized strategies aligned with their long-term goals. In his role as a Retirement Benefits Consultant, Moore collaborates with business leadership teams to administer company retirement plans and develop educational initiatives designed to assist employees in achieving their retirement objectives. With a career in financial services beginning in 2003, Moore brings extensive experience working with diverse client groups including business owners, doctors, and families. His expertise covers areas such as divorce transition planning, executive compensation, family wealth management, employee financial health, and investment consulting for defined benefit and contribution plans. Moore employs a consultative and service-focused approach, prioritizing a comprehensive understanding of each client's full financial picture to recommend appropriate, client-centered financial services and create goals-based wealth management plans. He holds multiple professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Moore earned a bachelor's degree from Hampden-Sydney College. He is actively involved in his community through roles such as Advisory Board Member of the Massey Cancer Center at VCU, Board Chair of Swift Creek YMCA, Rotarian with the Brandermill Rotary Club, and Vice President of Baseball for Chesterfield Little League. Outside of his professional and community commitments, he enjoys baseball, football, golfing, ice hockey, music, soccer, softball, spending time with his family, and watching movies.

Jennifer Pickelhaupt is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and one year of industry experience. She has been with Wells Fargo Bank, N.A. since 2010. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. 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.

Christopher Carlin is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following six years at Wells Fargo Advisors LLC and over two decades at Wachovia Bank, N.A. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s process is driven by investment policy statements and modern portfolio theory, incorporating a broader range of financial products than many peers, including insurance-related vehicles and bank deposit sweep options.

Carter Raymond is a financial advisor with Ameriprise in Midlothian, VA, holding a Series 66 designation and three years of industry experience. Before joining Ameriprise, he worked in various roles including at Murry and Kuhn Dentistry and Lexus of Richmond, and spent 13 years with Chesterfield County Public Schools. Outside of his advisory work, Carter operates the scoreboard for men’s basketball home games at Richard Bland College in Petersburg, VA. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual planning focused on reliable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

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.

Elizabeth Kabbani is a Financial Advisor with Merrill Lynch Wealth Management and a member of the Patrick-Cieslewicz Wealth Management Group. She collaborates with her team to build strong client-advisor relationships focused on understanding clients' priorities and creating personalized financial plans designed around their unique circumstances and goals. Elizabeth's background includes a bachelor's degree from Indiana University Bloomington. Prior to joining Merrill Lynch, she worked in crisis management and spent five years as a local sales representative for a craft brewery, assisting small businesses in growth and success. She holds the Personal Investment Advisor (PIA) designation. Elizabeth is involved in several professional and community organizations, including Delta Zeta Sorority, Indiana University Dance Marathon, Stonewall Sports, The Madison of DC, Girl Scouts Nation's Capital, Junior League of Richmond, Lab Rescue of Greater Richmond, St. Mary's Episcopal Church Arlington, Sunrise Senior Living, and Winkler Botanical Preserve. Her personal interests include cooking, dancing, music, pickleball, reading, singing, spending time with family, swimming, traveling, and yoga.

George Rowley Jr. is a financial advisor with Edward Jones in Midlothian, VA, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2018, he worked at Southern Glazer's Wine & Spirits for two years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Jason Naperala is currently an Investment Solutions Representative III at Fidelity Investments, where he collaborates with clients to develop personalized financial plans aimed at achieving their financial goals. He has been with Fidelity Investments since 2023, progressing through roles including Investment Solutions Representative and Fixed Income Specialist. Prior to joining Fidelity, Jason worked as an Internal Wholesaler at Syabrus Partners in 2022 and as a Financial Advisor at Prudential from 2020 to 2022. His experience spans various aspects of financial advising and investment solutions. No information about his education, credentials, personal interests, or community involvement has been provided.

David Smith is a financial advisor with Wells Fargo Clearing in Richmond, VA, holding a Series 66 designation and 28 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory work, he has a 25% ownership interest in Smithtown Properties LLC, an investment-related business. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of investment products, such as insurance-related vehicles and bank deposit sweep options.

Allison Buchik is a financial advisor with Fidelity, holding a Series 66 designation and four years of industry experience. She has worked at Fidelity since 2021, following a brief tenure at Ameriprise Financial and prior roles outside the investment field. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its role in managing registered investment companies, use of AI in research, and delivery of model portfolios to intermediary platforms.

Charles Blades is a Senior Financial Advisor affiliated with Merrill Lynch Wealth Management. He brings extensive experience in delivering customized wealth management strategies tailored to the unique needs of each client. Charles and his team employ a holistic approach that encompasses clients’ goals, risk tolerance, liquidity requirements, and personal interests in order to help them achieve their financial objectives and plan effectively for the future. Charles holds a Bachelor’s degree from Georgia Southern University and maintains the Personal Investment Advisor (PIA) designation. Outside of his professional responsibilities, he is involved in community organizations including the YMCA, VSGA, Read to Them, and FeedMore. His personal interests include biking, golfing, music, tennis, and traveling.

Anne Bouley is a financial advisor at Morgan Stanley with 39 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs a structured planning process supported by proprietary tools and manages approximately $2.74 trillion in client assets.