Samantha Adkins is a financial advisor at Fidelity with seven years of industry experience. She holds the Series 66 designation and has worked at Fidelity Brokerage Services LLC since 2020, with prior roles at Financial Dynamics & Associates, Morgan Stanley Private Bank, N.A., and Wells Fargo. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment funds. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, overseeing model portfolios built from mutual funds, ETFs, and ETPs.

Edward Booth is a financial advisor with Merrill in Richmond, VA, holding Series 65 and Series 66 credentials and seven years of industry experience. He has been with Merrill since 2012 and also has a ten-year background with Bank of America Private Bank. Booth serves as a board member and secretary for the CFA Society Virginia and holds board roles with several environmental nonprofits, including The Nature Conservancy Virginia and Capital Region Land Conservancy. Merrill, together with Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kamran Raika is a financial advisor with Wells Fargo Advisors in Richmond, VA, holding Series 63 and Series 65 licenses and has 32 years of industry experience. He has been with Wells Fargo Advisors and its related entities since 2009. Outside of his advisory work, Raika is a co-owner of Ghanshyam Hospitality LLC, which owns a Hampton Inn hotel, serving as a silent partner. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu including specialized services such as business-owner transition planning and special-needs analysis, delivering tailored recommendations supported by Wells Fargo research and planning tools.

Casey Farmer is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2018, with prior roles at Bank of America and Wells Fargo Clearing. Outside the financial sector, he spent two years at Tradition Brewing Company. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary strategies developed by internal and third-party managers.

Bruce Arnett is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, delivering both non-discretionary and discretionary solutions. The firm’s advisory process is driven by investment policy statements and modern portfolio theory, offering a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Charles Bugg is a financial advisor with Morgan Stanley in Richmond, VA, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Morgan Stanley in 2025, he worked with Northwestern Mutual and related entities from 2022 to 2025. Outside of his advisory roles, he has served in educational and camp settings, including Collegiate School and Camp Rivers Bend. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutional clients, with around $2.74 trillion in client assets. The firm’s financial planning services use structured discovery and firm-approved tools to develop tailored plans, emphasizing an advisory role in planning without providing individual security recommendations as part of standalone plans.

Christopher Campbell is a CFP® with nine years of industry experience currently serving as a financial advisor at Morgan Stanley in Richmond, VA. His prior experience includes nine years at Edward Jones and two years at Campbell, Bonner & Associates. He also worked with the Commission on Accreditation in Physical Therapy Education for four years. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer offering a range of advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and market-based modeling techniques.

Elizabeth Tyler is a financial advisor with Wells Fargo Clearing in Richmond, VA, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wachovia Bank, N.A. since 2002. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and includes both discretionary and non-discretionary options, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Scott Paciocco is a financial advisor with Mass Mutual Investors Services in Mechanicsville, VA, holding Series 63, 65, and 66 credentials and with 26 years of industry experience. He has been with MML Investors Services, Inc. and MassMutual Life Insurance Company since 2001. Outside of his advisory role, he serves as a head coach for an 8U baseball team. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a collaborative annual planning process using firm-approved software and various educational programs.

Samantha Dunn is a Financial Advisor at Merrill Lynch Wealth Management. She joined Merrill in 2021 after completing the Bank of America and Merrill Lynch Wealth Management Internship Program, which provided her with experience across multiple divisions including Consumer and Small Business Banking and Consumer Investments. Samantha holds the Personal Investment Advisor (PIA) designation. She earned a B.S. in Business Administration with a concentration in Finance and a minor in Leadership Studies from Christopher Newport University. During her time at university, she served as Chief Financial Officer of the Captain's Educational Enrichment Fund, managing a large portfolio of the school's investments and leading a team of student analysts. Samantha focuses on areas such as education planning, family wealth management strategies, liquidity management, and socially responsible investing including ESG. She leverages investment planning technology and assists clients in utilizing financial planning apps to provide personalized portfolio strategies and tailored education. Outside of work, she is involved with Impact100 Richmond and resides in Richmond, VA with her husband and dog Fenway.

Judith Staufer is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and 18 years of industry experience. She has been with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and proprietary modeling techniques in its financial planning process.

Eugene Rushton is a financial advisor with Raymond James & Associates in Richmond, VA, holding Series 63 and Series 66 licenses and eight years of industry experience. He previously worked at Sagepoint Financial, INC. and the University of Virginia. Outside of advising, Rushton is co-owner of a family business, Les Yeux Du Monde, which he inherited with his sister. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing a range of portfolio management styles supported by affiliated research and model managers.

Kevin Wood is a financial advisor at Wells Fargo Clearing with 44 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Ameriprise and Ameriprise Financial Services, Inc. before joining Wells Fargo in 2024. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering tailored services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with options for discretionary management and a broad range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Eileen Mozingo is a financial advisor with Wells Fargo Advisors, holding Series 63, 65, and 66 licenses and bringing 36 years of industry experience. She has been with Wells Fargo Clearing since 2016 and joined Wells Fargo Advisors Financial Network in 2025. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of investment and fee-based financial planning services, including specialized planning in areas such as business-owner transition and special-needs analysis.

Evan Fabricant is a ChFC®-designated financial advisor with Mass Mutual Investors Services in Mechanicsville, VA, with 27 years of industry experience. He has been with Mass Mutual and its subsidiary MML Investors Services since 2003. Outside of his advisory role, he also works as an agent in a life and health insurance business. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements and various specialized programs, including divorce planning and estate-settlement services.

David Kraft is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he is an investor in SMK Family LLC, a holding company. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Stephen Gow is a CFA® charterholder and holds the Series 66 designation with 23 years of industry experience. He is currently with Raymond James & Associates and has prior experience at Truist Advisory Services, Truist Investment Services, and Bb&T Securities. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves individuals, institutions, pension plans, charitable organizations, and governmental entities. The firm offers financial planning and investment consulting through a range of portfolio management styles, supported by extensive research and a nationwide adviser network.

Michael Andrews Jr. is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 23 years of industry experience. His prior roles include positions at Lincoln Financial Securities, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. In addition to his advisory work, he is active as an insurance agent specializing in non-variable insurance products such as whole life, universal life, disability, and long-term care insurance. LPL Financial is a national investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services supported by research and model portfolios.

Stamford Niou is a financial advisor with Morgan Stanley in Richmond, VA, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets, with overlapping tenures at each firm since 2005. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by structured planning tools and investment committee resources. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and employer-based agreements.

Coleman Cox is a financial advisor with LPL Financial based in Richmond, VA. He holds a Series 66 designation and has two years of industry experience, including prior roles at Fidelity Investments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios and research.