Michael Marziaz is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds the Series 66 designation and has previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, and First Command Insurance Services, Inc. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory, and brokerage services through a platform that integrates investment adviser representatives with access to model portfolios, third-party asset management programs, and a broad range of financial products.

Timothy Scanlon is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 34 years of industry experience. He previously worked at Lincoln Financial Securities Corporation for seven years before joining Cambridge in 2019. In addition to his advisory role, he serves as vice president of Deep Run Financial, an independent insurance agency. 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 advisory services through a network of independent professionals using multiple portfolio management platforms and both proprietary and third-party investment strategies.

Kimberly Hicks is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. Her prior roles include positions at Commonwealth Retirement Investments, Purshe Kaplan Sterling Investments, and Lincoln Financial Advisors Corporation. Hicks serves as Finance Chair on the executive board of the Randolph Macon Woman's College & Randolph College Alumna Association and is Treasurer for Reveille United Methodist United Women of Faith. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm emphasizes tailored, non-discretionary planning and consulting using analytical tools to model potential outcomes and supports both individual and institutional advisory needs.

Robert Casasnovas is a financial advisor with Cetera, holding Series 63 and Series 66 designations and 36 years of industry experience. He has worked with Cetera since 2019 and was previously with Foresters Advisory Services and Foresters Financial Services. Casasnovas is also the owner of Artisan Insignia LLC, a sport apparel sales business. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of investment management and financial planning services through a multi-manager platform with access to affiliated and third-party money managers.

Brenton Luper is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 credentials. He has nine years of industry experience, including roles at Prudential Insurance Company of America, Wells Fargo Clearing, and Wells Fargo Bank NA. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform combining advisory and brokerage services.

Michael Ackerman is a Series 66-licensed financial advisor with MassMutual Investors Services. He has prior experience at Royal Bank of Canada Wealth Management and has held various roles at the University of South Carolina. Outside of financial services, he has been involved with Sunshine Ridge Winery and the Robert Trent Jones Golf Club. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using collaborative, software-assisted analyses to develop written recommendations tailored to client goals.

Andrea Brown is a CFP®-certified financial advisor with Edward Jones in Ashland, VA, with 13 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Tyler Finney is a CFP® professional with 13 years of industry experience currently affiliated with LPL Financial. He has held roles at Wells Fargo Advisors and RiverFront Investment Group, LLC. Finney also manages business activities related to entities operating under LPL Financial. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a broad network of investment adviser representatives. The firm offers a wide range of advisory programs, including discretionary and non-discretionary management, supported by proprietary and third-party research and technology.

Sean Dugan is a financial advisor at Edward Jones in Richmond, VA, holding the ChFC® designation and Series 66 license with 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he owns and manages a rental property in Tallahassee, FL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of more than 23,700 advisors and 15,100 offices nationwide.

Elizabeth Wade is a Financial Consultant at Fidelity Investments, where she has been serving clients since 2022. She collaborates with clients to develop financial plans aimed at achieving their personal and family financial goals. Prior to her current role, she worked as an Investment Consultant at Fidelity Investments from 2021 to 2022, and as a Financial Representative at the same firm in 2021. Her professional experience is centered on financial consulting and investment advisory services.

C. Wharton is a CFP®-certified financial advisor at Raymond James & Associates with 34 years of industry experience. His prior work includes 25 years at Merrill and 8 years at Bank of America. He is also the managing member of Trays Branch LLC, a separate business entity. Raymond James & Associates is a large institution serving a diverse client base, including high-net-worth individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services supported by a nationwide advisory team.

Kristen Spurlock is a financial advisor with LPL Enterprise, holding Series 63, 65, and 66 licenses and bringing 19 years of industry experience. Her prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Mass Mutual Investors Services. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and other institutional clients. The firm offers a range of services such as financial planning, advisory and brokerage solutions, and access to model portfolios and third-party asset management programs.

Stephen Barton is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and having 8 years of industry experience. He has worked with Wells Fargo Clearing Services since 2015 and joined Wells Fargo Advisors Financial Network in 2026. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients who meet certain net-worth criteria and integrates advisory services with various financial products and referral channels.

Jennifer Childress is a financial advisor at Ameriprise with one year of industry experience. She holds the Series 66 designation and has been with Ameriprise since 2013 in various roles. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet certain asset thresholds. The firm provides a combination of advisory, brokerage, and insurance solutions, utilizing a centralized retirement-income consulting team and algorithmic tools to generate tailored, tax-efficient income strategies.

Glenn Greenwood is a financial advisor with Cambridge Investment Research Advisors in Richmond, VA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 39 years of industry experience and has been with Cambridge since 2011. Outside of his advisory role, Greenwood serves as vice president of a nonprofit golf organization and is president of a homeowners association. Cambridge Investment Research Advisors is a large SEC-registered adviser serving individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and other retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, providing both proprietary and third-party model strategies tailored to client objectives.

Alexander Paoletto is a CFP® professional with 47 years of industry experience, currently with Cambridge Investment Research Advisors where he has worked since 2011. He holds a Series 63 license and has a background that includes roles as an independent insurance agent and owner of an advisory firm under a trade name. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a large network of independent financial professionals. The firm provides both proprietary and third-party investment strategies, with flexibility in implementation across various custody and platform arrangements.

Claire Bundy is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 15 years of industry experience. She has held roles at firms including Atlantic Union Financial Consultants and Middleburg Investment Services. Bundy also serves as a Senior Registered Client Assistant at Atlantic Union Bank. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm uses risk profiling and analytical tools for tailored, non-discretionary planning and investment consulting, and supports a range of advisory programs across a large advisor network.

Nathaniel Billups is a financial advisor at Edward Jones in Ashland, VA, holding the Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2009. Outside of advising, he owns a personal photography business and is a partner in a real estate partnership developing a commercial building that will house his Edward Jones branch. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm operates nationally with a large network of advisors and branch offices, managing approximately $1.01 trillion in assets.

Alison Garter is a financial advisor at Edelman Financial Engines with four years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Edelman Financial Engines and its predecessor firms since 2015. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios, serves a large client base through advisor-led and online platforms, and offers employer-facing retirement plan consulting and education.

Paul Jorgensen is a financial advisor at OSAIC with 35 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Securities America Advisors, Securities America Inc., and NEXT Financial Group Inc. since 2002. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to multiple investment platforms. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary account management across a broad investment spectrum.