Bonnie Bowling is a financial advisor at RBC Capital Markets with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has been with RBC Capital Markets since 2009. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through both in-house and third-party managers, supported by its capital-markets capabilities and affiliated asset management resources.

Kevin Michael Lavery is a financial advisor with Morgan Stanley in Richmond, VA, holding Series 63 and Series 65 licenses and over 44 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2025, following nine years at Wells Fargo Clearing and seven years at Wells Fargo Advisors. Lavery serves as a board member of the Virginia Tech Alumni Association. Morgan Stanley Wealth Management provides a range of advisory and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets and utilizing structured planning tools and investment research in its client offerings.

David Bruce is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Robert Read is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and with 10 years of industry experience. He previously worked at Oneamerica Securities and has a background with American United Life. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm combines research and analytics with diversification principles to evaluate investment options and offers both brokerage and advisory solutions.

Donald Vaught is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 37 years of industry experience. He has been with LPL Financial since 2009 and operates through affiliated entities such as Vaught, Spangler & Associates Financial Services, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Charles Williams Jr. is a financial advisor at LPL Financial with 42 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining LPL Financial in 2005, he worked at The Main Street Group, LTD from 2015 to 2018. Outside of his advisory role, he is involved with Huguenot Financial Services Co., which offers fixed insurance products including health, disability, long-term care, and various life insurance policies. 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 provides a broad range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational and research tools.

William Bower is a financial advisor at LPL Financial with 18 years of industry experience. He has held positions at firms including Fidelity Investments, Charles Schwab, TD Ameritrade, Raymond James Financial Services, Atlantic Union Bank, and Wells Fargo Clearing. Bower holds Series 63 and Series 65 licenses. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plans, banks, trust companies, and institutions, offering a range of financial planning, portfolio management, and institutional platforms.

Adam Burch is a financial advisor at Merrill with nine years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Burch has worked at Bank of America, N.A. and Merrill since 2006. He serves as a board member for the Virginia Foundation for Independent Colleges, a nonprofit supporting independent higher education institutions in Virginia. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Christopher Parker is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Endeavor Capital, LLC and Towe Insurance Service, Inc. Outside of his advisory work, he has been involved with Milk & Honey LLC, operating under the name Milk & Honey Luxuries, since 2013. Cetera Investment Advisers LLC is a large, SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of investment management and financial planning services through a multi-manager platform with access to various third-party money managers and programs.

Dustin Smith is a financial advisor with Wells Fargo Clearing in Richmond, VA. He holds Series 63 and Series 65 licenses and joined the firm in 2026. Prior to this role, he worked in insurance and consulting roles, including positions at Liberty Mutual Insurance Company and Comparion Insurance Agency. 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 offers both brokerage and advisory solutions supported by extensive research and analytics.

David Bonjo is a financial advisor with Morgan Stanley in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including customized financial planning supported by structured discovery conversations and firm-approved tools.

Jason King is a CFP® professional with 26 years of industry experience, currently advising at Ameriprise Financial Services, where he has worked since 2003 across multiple affiliated entities. Prior to Ameriprise, he was briefly associated with Choreo, LLC in 2003. Outside of his advisory work, he occasionally makes his personal residence available as a location for commercials and photo shoots. 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 retirement income planning advice and written recommendation reports, emphasizing tax-aware withdrawal strategies and dependable income sources.

Dalton Kitchen is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has prior experience with Bank of America and First Command Advisory Services. Dalton is a co-owner of a rental property in Richmond, Virginia, with non-family members. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Terrance Edwards is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 licenses and 16 years of industry experience. His prior work includes roles at City National Bank, Edward Jones, Cary Street Partners, and Wells Fargo Advisors. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers tailored advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing a mix of in-house and third-party investment managers.

James Cox III is a financial advisor with LPL Financial in Richmond, VA, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with LPL Financial since 2006. Outside of his advisory role, Cox serves as a for-profit board member of Riskalyze. 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 institutions. The firm offers a wide range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms, supported by extensive technology and operational resources.

Ethan Greene is a Planning Consultant at Fidelity Investments, where he has been serving since 2025. He works closely with clients to build meaningful, long-term relationships by understanding their unique personal and financial circumstances. By gaining insight into clients' values, priorities, and financial goals, he helps establish financial plans and review strategies to empower clients to pursue their goals with confidence and clarity. Prior to his current role, Ethan held positions at Fidelity Investments as a Relationship Manager from 2024 to 2025 and as a High Net Worth Service Associate from 2023 to 2024. Before joining Fidelity Investments, he worked as a Financial Professional at Equitable from 2020 to 2023. Outside of his professional career, Ethan's personal interests include food, social events with friends, music, outdoor adventures, and soccer.

John Wick IV is a financial advisor with Wells Fargo Clearing in Richmond, VA, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His career includes tenures at Wells Fargo Advisors LLC and Wachovia Bank, N.A. Outside of his advisory role, he serves on the investment and finance committee of the Science Museum of Virginia. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Tanner Leary is a financial professional with five years of industry experience, currently affiliated with Cetera. He holds the Series 66 designation and has worked with firms including Northstar Resource Group and Minnesota Life Insurance Company. Outside of his advisory role, Leary is involved in fixed insurance sales through an agent/broker position at North Star Consultants. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporations, charities, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by a network of over 10,000 advisors and managing over $256 billion in assets.

Jack Enoch Jr. is a financial advisor with RBC Capital Markets in Richmond, VA, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has been with RBC Capital Markets since 2008. Outside of his advisory role, he serves on the investment committee of the humanitarian organization The Order of St Johns American Priory and is a trustee emeritus at Randolph-Macon College. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers customized investment advisory programs that include portfolio management, financial planning, and custody services, using a combination of in-house and third-party managers alongside RBC’s capital markets resources.

Robert Basham Jr. is a financial advisor with Cetera, holding the Series 63 and Series 65 registrations and bringing 38 years of industry experience. He has worked at Cetera since 2023 and concurrently serves as a financial advisor at Virginia Asset Management since 2018. Basham also holds a board member position on the Citizens Transportation Advisory Committee in Richmond, Virginia. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, retirement services, and access to a variety of third-party managers through a multi-manager platform.