Kenneth Gross II is a financial advisor with OSAIC holding CFP® and ChFC® designations and over 38 years of industry experience. He has worked with OSAIC since 2018 and previously spent 24 years at Signator Investors, Inc. and John Hancock Mutual Life Insurance Company. Gross also owns and operates Heron Creek Advisors, a business involved in securities, investment advisory, and insurance services. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and risk-tolerance analysis to construct portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Edward Price is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 23 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, Mass Mutual Investors Services, and MetLife Financial Services. LPL Enterprise serves a diverse client base comprising individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

Billy Mock is a financial advisor with Raymond James & Associates in Richmond, VA, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he is a partner in a business named BMRE. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services, utilizing a range of portfolio management styles supported by affiliated research and model manager options.

James Phillips is a financial advisor with LPL Financial in Chesterfield, VA, holding Series 63 and Series 65 credentials and 33 years of industry experience. His prior roles include positions at Blue Ridge Bank, Infinex Investments, Bi Investments LLC, and Citizens Bank & Trust. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management alongside proprietary and third-party research.

Marc Anthony Richardson is a financial advisor at Mass Mutual Investors Services with 10 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Blue Ridge Bank, LPL Financial, Fidelity Investments, and Wells Fargo. Outside of advising, he is the owner of a food manufacturing and distribution business, an author of fiction, and serves as an adjunct professor at Virginia Commonwealth University. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and investment advisory services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers a range of services including asset management, money-manager programs, and educational seminars, focusing on collaborative planning relationships without discretionary investment authority.

David Drullard is a financial advisor at LPL Financial with 47 years of industry experience. He holds the Series 63 and Series 65 credentials. Prior to joining LPL Financial in 2026, he worked for Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 11 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Thomas Scott is a financial advisor with LPL Financial in Midlothian, VA, holding Series 63 and Series 65 credentials and possessing 31 years of industry experience. He has worked at LPL Financial since 2018 and has prior experience with Summit Brokerage Services and Saunders Retirement Advisors. Outside of his advisory role, Scott is a soccer referee, an activity he has been involved in since 2002. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by model portfolios, research, and multiple investment strategies.

Jacob Morgan serves as Vice President, Wealth Planner at Fidelity Investments. In this role, he collaborates with clients to develop personalized financial plans tailored to their individual situations, needs, and goals. He brings over 20 years of experience in the financial services industry, having navigated clients through diverse market conditions. His prior roles include Financial Consultant at Fidelity Investments, Senior Financial Consultant at TD Ameritrade, District Manager at AXA Advisors, Financial Advisor positions at SunTrust Wealth Management and Merrill Lynch, and Financial Planning Associate at Ferris Baker Watts.

Matt Handley is a Financial Consultant at Fidelity Investments, a role he has held since 2026. He works closely with clients to identify their priorities and collaborates with them through financial planning to develop strategies aimed at achieving their financial goals. Prior to this, Matt held several positions at Fidelity Investments, including Planning Consultant from 2024 to 2026, Relationship Manager from 2023 to 2024, and High Net Worth Service Associate from 2022 to 2023. In 2022, he was a Registered Representative at Centenium Advisors, LLC. Matt's approach centers on engaging clients in a collaborative financial planning process. Outside of his professional responsibilities, he enjoys family activities, football, golf, outdoor adventures, and traveling.

William Burford is a financial advisor at Cetera with over 40 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His career includes long-term roles at Securian Financial Services and Minnesota Mutual Life, and he also engages in fixed insurance sales through Select Brokers LLC and Virginia Asset Management. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers, managing over $256 billion in assets across more than 10,000 advisors.

Andrew Walker is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has been with Cambridge Investment Research Advisors since 2011. Outside of his advisory role, Walker serves as board president of Restoration Village in Richmond, VA. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, utilizing both proprietary and third-party strategies across various custody and platform arrangements.

Sharon Talarico is a financial advisor at Cetera with 40 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with firms including VOYA Financial Advisors and Cetera Wealth Services. In addition to her advisory work, she operates as an independent insurance agent, specializing in the sales of fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm delivering services through a nationwide network of independent advisors. The firm serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management, financial planning, and retirement services across multiple customized program platforms.

Tracy Mazzoni is a financial advisor at LPL Financial with 22 years of industry experience. She holds a Series 66 designation and previously worked at Merrill for 21 years before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs, financial planning, and retirement consulting, supporting both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Christopher Williams is a CFP® professional with 24 years of experience in financial advising. He is currently with Cetera and has prior roles at Virginia Asset Management LLC and Select Brokers, among others. He serves as a member of the alumni receivership committee for the Epsilon chapter of Pi Kappa Alpha, a nonprofit role related to fraternity oversight. Cetera Investment Advisers LLC operates as a multi-manager platform, providing services through a nationwide network of independent advisors. The firm serves individual, retirement plan, corporate, charitable, and institutional clients with portfolio management, financial planning, and access to various third-party managers and program structures.

James Fisher is a financial advisor at Ameriprise in Virginia Beach, VA, with 29 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked for Columbia Management Investment Distributors, Inc. and Columbia Management Investment Advisers, LLC for 13 years. Ameriprise offers a retirement-income planning service designed for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendations in partnership with the client’s advisor. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Justin King is Vice President and Private Wealth Management Advisor at Fidelity Investments, a position he has held since 2022. In this role, he partners with ultra high net worth families to collaboratively develop holistic financial plans that simplify complex financial questions, aiming to help these families build, protect, and transfer their wealth. King has extensive experience in the financial industry, with a career spanning multiple leadership roles. Prior to his current position, he served as Vice President and Branch Leader at Fidelity Investments from 2015 to 2022, and Assistant Branch Manager from 2014 to 2015. His background also includes managing partner responsibilities at Sophis Capital, and various managing director and vice president roles focused on equity sales, institutional sales trading, and sales trading leadership at firms including Bear Stearns & Co., Inc., ABN AMRO Incorporated, Salomon Smith Barney Inc., and Dain Bosworth Incorporated. His career began with a role as Special Projects Manager at Old Republic Companies from 1982 to 1985.

George Paul III is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and having 31 years of industry experience. His prior roles include positions at Securities America Advisors, Securities America Inc., and Next Financial Group Inc. In addition to his advisory work, he sells life insurance through Pinnacle First Financial Group. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing various investment tools and third-party solutions to construct portfolios across a broad range of asset classes.

George Gordon III is a financial advisor at Wells Fargo Advisors with 41 years of industry experience. He has worked at Wells Fargo Clearing and Wells Fargo Advisors LLC since 2009. Gordon serves as a board member of the Laurel Hill House Condominium Association and is involved in coaching with Richmond Volleyball and the Richmond Volleyball Club. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including specialized services such as business-owner transition and sports and entertainment planning. The firm integrates advisory services with various financial products and referral channels.

Mark Gottschalk is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 21 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Outside of his advisory role, he is a co-owner and partner in two residential rental properties. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing written financial planning recommendations across various topics without portfolio management as part of the service. The firm employs holistic, goal-based analyses and allows clients to combine planning with managed accounts under a consolidated billing option.

Amber Benkert is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and four years of industry experience. Prior to joining Wells Fargo Advisors in 2022, she worked at Kohl's from 2020 to 2022 and at Manchester High School from 2016 to 2020. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and fee-based financial planning services, including specialized areas such as business-owner transition planning and special-needs analysis.