Brian Shea is a Financial Consultant at Fidelity Investments, where he focuses on helping clients make informed financial decisions through clear guidance in investing, retirement income planning, and wealth management. He collaborates closely with clients to develop personalized strategies aligned with their financial goals, utilizing Fidelity's resources. Brian has accumulated experience in the financial services industry through various roles, including Vice President-Financial Consultant at Charles Schwab and Senior Financial Consultant at TD Ameritrade. His career began as a Business Development Specialist at TD Ameritrade, demonstrating a progressive trajectory in client advisory and financial consulting roles. Outside of his professional work, Brian enjoys activities such as board games, camping, social events with friends, movies, parenthood, and skiing.

John Haddix is a financial advisor with Wells Fargo Clearing in Midlothian, VA, holding a Series 66 designation and 19 years of industry experience. His career includes roles at Wells Fargo Advisors LLC and Wachovia Bank, N.A. Outside of his advisory work, he owns and operates JAX SPEED, LLC, a motorsports company. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broad range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Karen Whitlock is a financial advisor with Wells Fargo Clearing in Richmond, VA. She holds Series 66 and Series 63 designations and has nine years of industry experience. Whitlock has been with Wells Fargo Clearing since 2016, following eight years at Wells Fargo Advisors, LLC. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and supports a large network of financial advisors, offering both brokerage and advisory solutions.

Ashley Foster is a financial advisor with Cetera, holding CFP® and Series 66 credentials and nine years of industry experience. She has worked at Virginia Asset Management since 2016 and currently owns Mindful Divorce Solutions, where she assists clients going through divorce. Foster also sells fixed insurance products including life, health, disability, fixed annuities, and long-term care coverage. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services across discretionary and non-discretionary program options.

Bradford Spangler is a financial advisor at LPL Financial with 11 years at the firm and a total of 7 years of industry experience. He holds the Series 63 and Series 65 licenses. Outside of his advisory role, he is a notary public for the Commonwealth of Virginia. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Vincent Nguyen is a financial advisor at OSAIC with a Series 66 designation and less than one year of industry experience. His background includes involvement with community organizations such as the Richmond Ballet and educational institutions including Brightpoint Community College and several local schools. OSAIC serves a diverse client base ranging from individual investors to institutional entities, offering a wide range of financial planning, investment advisory, and brokerage services through a large network of affiliated advisers and multiple advisory platforms. The firm employs various portfolio construction tools, supports legacy platform programs, and integrates third-party solutions for model and managed-account options.

Ross Plunkett is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo in various capacities since 2010. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. 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.

Clinton Rhodes is a financial advisor at OSAIC with 23 years of industry experience. He held a previous role at Sagepoint Financial, INC for 14 years before joining OSAIC in 2023. Rhodes holds Series 63 and Series 65 licenses. He is also involved with IKEMOR Company Inc as a statutory agent and works with HSA Bank assisting clients in establishing Health Savings Accounts. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a broad range of integrated financial services and employs asset-allocation tools and multiple advisory platforms to construct portfolios across various asset classes.

Trevor Roberts is a financial advisor with Equitable Advisors in Midlothian, VA, holding a Series 66 designation and 20 years of industry experience. He has been with Equitable Advisors since 2006, including its predecessor Axa Advisors. Outside of his advisory role, he is a business owner and tax preparer for JONES & ROBERTS, LLC, and serves as a ruling elder at Sycamore Presbyterian Church, participating in congregational leadership and spiritual support. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning and access to asset management through multiple third-party programs. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to deliver tailored investment solutions.

Kenneth Jamerson Jr. is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney LLC since 2013 and Morgan Stanley Private Bank, N.A. since 2021. He serves as a board member and community liaison for the Westhampton Citizens Association in Richmond, Virginia. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and models outcomes using methodologies such as Monte Carlo simulations while offering a broad range of retail and institutional investment products.

Allen Sleeman is a CFP® professional with 16 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC and Wachovia Bank, N.A. Outside of finance, he is a drummer and a mobile audio engineer involved in recording and mixing music and voiceover performances. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering IPS-driven investment advice and discretionary options tailored to plan objectives and risk tolerances. The firm’s offerings include a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Robert Acree is a financial advisor at Cetera holding a Series 66 designation. He has one year of industry experience, with prior work including roles at Virginia Asset Management, Cetera Wealth Services, and Capital Ale House. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers.

Brice Gehman is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2024. His prior work includes roles at Bank of America and Chesterfield County Public Schools. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Mark Waldman is a CFP® with 42 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2024. He previously led Waldman Financial Advisers for 16 years and has maintained a long-standing role with Cambridge Investment Research, Inc. He also conducts retirement planning seminars for federal agencies and has been involved with the Federal Times Newspaper for over 30 years. 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 a wide range of financial planning and investment management services through a network of independent professionals, utilizing proprietary model strategies and multiple platform arrangements tailored to client objectives.

Timothy Strahan is a financial advisor with Morgan Stanley Smith Barney LLC, holding Series 63, 65, and 66 licenses and bringing 19 years of industry experience. He has worked at Morgan Stanley since 2014. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment committee models to support its advisory services.

Michael White Sr. is a financial advisor with Cetera, holding the ChFC® designation and over 43 years of industry experience. His career includes long tenures at Securian Financial Services and Minnesota Life Insurance Company, as well as ownership roles at Virginia Asset Management LLC and MCWhite Farms LLC, a hunting land business. White’s practice encompasses advisory services and insurance, supplemented by his involvement in fixed insurance sales. Cetera Investment Advisers LLC distributes services through a large network of independent advisors and serves individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services with scalable multi-manager platforms and access to third-party money managers.

Hill Mallory IV is a financial advisor with Wells Fargo Clearing in Richmond, VA, holding Series 65 and Series 63 credentials and two years of industry experience. He has been with Wells Fargo Clearing since 2024 and also has experience at Wells Fargo Bank, NA. Mallory has worked in various roles including positions related to golf clubs and athletics organizations. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and utilizes research from Wells Fargo Investment Institute along with third-party data, applying diversification and modern portfolio theory in its investment approach.

William Killorn is a financial advisor with Wells Fargo Clearing in Richmond, VA, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as president of Eagles Court HOA in Nellysford, VA, where he participates in long-range planning and capital improvements. 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 and analytics from Wells Fargo Investment Institute.

Amy Huff is a financial advisor at Ameriprise with four years of industry experience. She has been with Ameriprise since 2018 and previously worked at RetailData, LLC. Amy holds the Series 66 designation. 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 tailored recommendations and ongoing planning advice focused on reliable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Daniel Walton is a financial advisor with Wells Fargo Clearing in Richmond, VA, holding a Series 66 designation and four years of industry experience. Prior to joining Wells Fargo in 2022, he worked at James Madison University and Blue Ridge Community College. He also has experience managing operations at Shenandoah Acers Family Campground. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering a range of brokerage and advisory solutions supported by extensive research and analytics.