Mary Ashby is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 1997. In addition to her advisory role, she is involved in sales of loan products and home-related services through affiliated companies and owns Your Money GPS, LLC, which is dedicated to Primerica business activities. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options structured as wrap-fee solutions. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, providing a range of strategic and tax-aware investment models.

Nicholas Osborne is a financial advisor at Equitable Advisors with three years of industry experience. He holds the Series 66 designation and previously worked at Prudential Financial Advisers and Parham's Service Center, Inc. Outside of his advisory role, he is involved as a sales associate for a tax account program with Realty Benefit Services. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through a range of third-party asset managers and LPL programs. The firm utilizes a hybrid referral and implementation model that includes both advisory and brokerage channels.

Robin Colton is a financial advisor with LPL Financial, holding a Series 66 designation and 26 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 18 years and Private Client Services for two years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services with access to model portfolios, third-party research, and advanced technologies.

Joshua Haddad is a financial advisor at Thrivent Investment Management with seven years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2019 and previously worked at Liberty University from 2016 to 2019. Outside of his advisory role, Haddad is involved in a housing project that provides below-market rental properties to church staff and students. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary portfolio management.

Tammy Edwards is a financial advisor with Edward Jones in Midlothian, VA, holding a Series 66 designation and bringing five years of industry experience. She has been with Edward Jones since 2015. Outside of her advisory role, she serves as Vice President of a local BNI chapter in Richmond, assisting with membership and supporting the President. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kyle Geblein is a financial advisor with Ameriprise in Richmond, VA, holding a Series 66 credential and seven years of industry experience. He has worked at Ameriprise since 2019 and previously held roles at Capitol Securities Management, Keiter CPA, Middletown Valley Bank, and Randolph-Macon College. Geblein serves as Treasurer on the Board of Directors for Phi Alpha Housing Corporation and is Membership Chair for the Financial Planning Association’s Central Virginia Chapter. Ameriprise provides retirement-income planning services aimed at individuals near or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Nelson Fisher is a Financial Consultant at Fidelity Investments, where he partners with clients to develop and implement personalized financial plans and clear investment strategies tailored to their unique goals. He has been with Fidelity Investments since 2022, progressing through roles including Investment Consultant, Relationship Manager, and High Net Worth Associate before assuming his current position in 2025. Prior to joining Fidelity, Nelson worked as a Client Service Associate at Davenport and Company LLC from 2017 to 2022. His professional experience spans client service and investment consulting within the financial services industry. Outside of his professional work, Nelson enjoys spending time at the beach, engaging in family activities, playing golf, and traveling.

William Barber Jr. is a financial advisor with LPL Financial in Richmond, VA, holding the PFS™ designation along with Series 63 and 66 licenses. He has two years of industry experience and has previously worked at Barber Accounting & Advisory Services LLC, Rescom Real Estate Services LLC, and PBMares, LLP. Barber is also involved in tax preparation and accounting through his firm Barber Accounting & Advisory Services LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, and charitable organizations nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management with access to model portfolios and research from various sources.

Ian Coleman is a Series 66-licensed financial advisor with 24 years of industry experience. He is currently with Cambridge Investment Research Advisors and has previously worked at Truist Advisory Services and LPL Financial. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm offers multiple investment solutions through independent financial professionals, combining proprietary models with access to third-party managers and customized strategy implementation.

Peter Marotta is a financial advisor with Ameriprise in Richmond, VA, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement who meet specific asset criteria. The firm combines research and modeling with tax-efficient strategies to deliver written, non-discretionary recommendation reports through a centralized consulting team, supporting advisors like Marotta in serving clients with substantial investable assets.

Austin Offnick is a financial advisor at LPL Financial with one year of industry experience. Prior to joining LPL Financial, he held various roles in the healthcare and academic sectors, including positions at Atrium Health Wake Forest Baptist and Wake Forest University School of Medicine. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and corporations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services supported by strategic and tactical model portfolios and research.

Carlton Brown is a CFP® professional with 28 years of industry experience, currently serving as an advisor at Raymond James & Associates since 2014. He is involved with the finance and investment committee of Discovery United Methodist Church and holds an officer and director position at a family-owned retail pharmacy in Gretna, Virginia. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning and investment consulting through various advisory programs.

Jamie Mattioli is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 15 years of industry experience. Prior to joining Cambridge in 2021, he worked at Northwestern Mutual and Wells Fargo. Outside of his advisory role, Mattioli is a board member and volunteer at Heart Havens, a nonprofit organization. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charities, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides multiple investment platforms and strategies, including proprietary models and access to unaffiliated managers, and incorporates institutional features such as advisor transition support and compliance processes.

Joy Banner Chatburn is a financial advisor with Raymond James Financial, holding Series 66 and Series 63 designations and bringing 28 years of industry experience. Her career includes long-term service at Wells Fargo Advisors and roles at Atlantic Union Bank, where she is involved as a client assistant. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm utilizes tailored planning and risk profiling tools, supports a wide advisor network, and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

Sara Vick is a CFP® professional at OSAIC with 18 years of experience in the financial industry. She previously worked at Signator Investors, Inc. for 10 years before joining Royal Alliance Associates, Inc., where she has been employed since 2018. Additionally, she is associated with Heron Creek Advisors, where she serves as a registered assistant. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a range of investment options, utilizing asset-allocation tools, risk-tolerance assessments, and both discretionary and non-discretionary account management.

Taylor Campbell is a Branch Leader at Fidelity Investments, where they lead a team dedicated to wealth planning and helping clients work towards their financial goals. In this role, Taylor focuses on empowering their team to reach their full potential to better serve clients. Taylor has held several positions within Fidelity Investments since 2021, including Financial Consultant, Investment Consultant, and Planning Consultant. Prior to joining Fidelity, Taylor gained experience as an Operations Specialist at Virginia Asset Management and as a Financial Services Representative at MassMutual. Outside of their professional work, Taylor has interests in beach activities, fitness, food, outdoor adventures, parenthood, and traveling.

Wilbur Mc Mullen Jr. is a financial advisor with Cambridge Investment Research Advisors in Richmond, VA, holding a Series 65 designation and two years of industry experience. His prior work includes roles at Verdence Capital Advisors, First Heritage Mortgage, and Prime Lending. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals who tailor strategies using a range of custody and platform arrangements.

Stephen Pitts is a CFP® with 45 years of industry experience, currently advising at OSAIC since 2018. He previously worked at Signator Investors, Inc. and has been associated with State Mutual since 1983. Pitts also operates a sole proprietorship focused on life and health insurance sales and serves as a director of an S corporation. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a broad network of advisors and platforms. The firm provides integrated brokerage and advisory services using asset-allocation tools and third-party managers, offering discretionary and non-discretionary portfolio management and a range of investment options.

Robert Wood Jr. is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Raymond James & Associates since 2014. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and municipalities, offering a range of financial planning and advisory services with a predominantly non-discretionary approach.

Ivan Mattox Sr. is a financial advisor with MassMutual Investors Services and holds the Series 66 designation. He has 23 years of industry experience, with prior roles at Wells Fargo Clearing Services, OneAmerica Securities, and other firms. In addition to his advisory work, he serves as president and owner of Mattox Contracting Inc., a general contracting business. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational programs using firm-approved analytical tools and collaborative client relationships.