Michael Griffin is a financial advisor at Cambridge Investment Research Advisors with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Pruco Securities LLC, Prudential Insurance Company of America, and Signator Investors, Inc. Outside of his advisory role, he is the owner of Griffin Capital Lantern Financial, LLC and is involved in insurance sales through Strategic Planning Solutions, LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent financial professionals using various portfolio management and investment strategies.

Carl Dickson Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior roles include positions at UBS Financial Services, Ameriprise, and Legg Mason Wood Walker. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and technology tools.

Matthew Freeman is a financial advisor with LPL Financial in Glen Allen, VA, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at Cetera, Prudential Insurance Company of America, and Massachusetts Mutual Life Insurance Company. Outside of advisory services, he is involved in non-variable property and casualty insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a broad network of investment adviser representatives.

Joseph Brockman Jr. is a CFP® professional with 23 years of experience in financial advisory roles. He has been with Raymond James & Associates since 2013 and previously worked at Morgan Keegan & Company, Citigroup Global Markets, and Legg Mason Wood Walker. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and nonprofit entities. The firm provides financial planning and non-discretionary investment consulting supported by a nationwide adviser network and offers municipal advisory services and a range of portfolio management options.

Kurtis Burcume is a financial advisor at Edward Jones in Richmond, VA, holding Series 63 and Series 65 designations with 10 years of industry experience. Before joining Edward Jones in 2026, he worked at LPL Financial and Fidelity Investments among other firms. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Virginia Graves is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, she has held roles at several firms including IZEA and Group 22, and has a background that includes work during college and time at Roanoke College. Strategic Advisers LLC, a Fidelity Investments company where she is employed, provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and oversee fund advisory duties.

Joshua Haist is a financial advisor at Charles Schwab with nine years of industry experience. He holds a Series 66 designation and has been with Charles Schwab and its affiliated bank since 2016. Prior to his career in finance, he spent seven years working at J&J Winery. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational infrastructure.

Allison Boyd is a financial advisor at Edelman Financial Engines with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has been with affiliated firms since 2009, including Financial Engines Advisors L.L.C. and Edelman Financial Services, LLC. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, providing diversified, long-term oriented portfolios and a range of management options.

Timothy Crytzer is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Capitol Securities Management, Anderson & Strudwick, Incorporated, and A&S Capital Advisors, Inc. He is also associated with Highland Partners Financial Services. 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 other institutions through a large network of investment adviser representatives.

Bradley Dalton is a financial advisor with Edward Jones in Richmond, VA, holding Series 63 and Series 66 credentials and having 22 years of industry experience. He has been with Edward Jones throughout his career since 2004. Outside of advising, he owns a branding and marketing business and is a partner in a real estate venture. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

John Foster IV is a financial advisor with Raymond James & Associates in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Prior to joining Raymond James in 2013, he worked at Morgan Keegan & Company, LLC and Davenport & Company LLC. Outside of his advisory work, he serves as treasurer for St. Martin's In The Field, a summer chapel, and is a director on the board of the Virginia Retirement System. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers a range of financial planning and consulting services emphasizing non-discretionary client relationships, supported by diverse portfolio management styles and affiliated research.

Emmett Corboy is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 16 years of industry experience. He has worked at Cetera and its affiliated entities since 2019 and previously held roles at Foresters Financial Services and VACE. Outside of his advisory work, he serves as a volunteer on the board of directors for Rise Richmond. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services utilizing both discretionary and non-discretionary strategies across multiple program platforms.

John Tekavec is a financial advisor with Raymond James Financial Services with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Atlantic Union Bank since 2019, while also maintaining a role at Raymond James since 2010. In addition to his advisory work, he is involved with Atlantic Union Financial Consultants, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with specialized municipal and public finance services and innovative advisory programs.

Timothy Thompson is a financial advisor at Osaic Wealth, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Osaic since 2023, following prior roles at LPL Financial, H. Beck, Inc., and Old Dominion Asset Management, Inc., where he served as president for 29 years. He is also an independent insurance agent specializing in life, disability, and long-term care insurance. OSAIC serves a broad range of retail and institutional clients through an extensive network of affiliated advisors, offering integrated brokerage, advisory services, and access to third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary account management across diverse investment products.

Matthew Jannone is a Financial Consultant currently working at Fidelity Investments. In his role, he collaborates with clients to develop financial plans and investment strategies tailored to their specific goals, wants, and needs. Matthew has experience in various financial consulting roles, including positions as an Investment Consultant and Planning Consultant at Fidelity Investments, as well as a Financial Consultant and Client Service Specialist at TD Ameritrade. His professional background spans from 2017 to the present, demonstrating progressive experience in the financial services industry.

Samuel Sager is a Series 66-licensed financial advisor at Equitable Advisors with two years of industry experience. Prior to joining Equitable Advisors, he held positions at DoorDash and ABC Supply Co, and he has experience working in educational and community organizations. Equitable Advisors serves individual and institutional clients, providing financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party models and offers a range of investment options including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Jason Brooks is a financial advisor with Raymond James Financial, holding Series 63, Series 65, and Series 66 credentials and 18 years of industry experience. His prior roles include positions at Wells Fargo Advisors, First Clearing, and Atlantic Union Bank. Brooks also serves as Practice Support Manager at Atlantic Union Financial Consultants, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored non-discretionary planning and consulting using risk profiling and modeling tools, and it supports a broad advisor network with specialized services including municipal and employer advisory programs.

Marc Elim is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Elim has served as past chair of the William and Mary Athletics Foundation Board and is a finance committee member for the Children's Museum of Richmond. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven, grounded in modern portfolio theory, and includes a broader set of financial product offerings than typical institutional advisers.

Benjamin Page is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Page serves on the board of directors for the Springfield Commons Business Owners Association. Ameriprise is an institutional firm that offers a retirement-income planning service tailored to individuals approaching or in retirement, with a focus on clients meeting specific asset thresholds. The firm provides a range of advisory, brokerage, and insurance solutions, utilizing algorithmic tools and research to generate personalized retirement income recommendations.

Jean Darcy is a financial advisor with Mass Mutual Investors Services in Glen Allen, VA, holding Series 63 and Series 65 licenses and possessing 43 years of industry experience. He has been with MML Investors Services and its affiliated entities since 1996. In addition to his advisory role, he is involved in outside insurance sales as an insurance broker specializing in life, health, and fixed annuities. Mass Mutual 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, wrap and money-manager programs, and educational seminars.