Mark Falls is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney LLC since 2009, including service at Morgan Stanley Private Bank, N.A. since 2015. Based in Richmond, VA, he operates within one of the largest financial firms globally. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured tools and broad investment offerings.

Craig Dods is a financial advisor with Wells Fargo Advisors in Richmond, VA, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. He has worked within various Wells Fargo entities since 2009. Outside of his role at Wells Fargo, Dods holds a 28% ownership in Granite Wealth Management, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients meeting certain net-worth thresholds. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Daniel Caffrey is a financial advisor at OSAIC with 30 years of industry experience. He holds the CFP® and ChFC® designations and previously worked at Lincoln Financial Securities Corporation for 12 years. Outside of his advisory role, he serves as president of the Foxfire Homeowners Association and as executive secretary of the Ancient Order of Hibernians, a charitable and fraternal organization. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, including financial planning, retirement plan consulting, and access to third-party money managers.

R. Brandon Moore is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in personalized wealth management strategies for business owners, individuals, and families. He helps clients create and preserve wealth through tailored financial planning and customized strategies aligned with their long-term goals. In his role as a Retirement Benefits Consultant, Moore collaborates with business leadership teams to administer company retirement plans and develop educational initiatives designed to assist employees in achieving their retirement objectives. With a career in financial services beginning in 2003, Moore brings extensive experience working with diverse client groups including business owners, doctors, and families. His expertise covers areas such as divorce transition planning, executive compensation, family wealth management, employee financial health, and investment consulting for defined benefit and contribution plans. Moore employs a consultative and service-focused approach, prioritizing a comprehensive understanding of each client's full financial picture to recommend appropriate, client-centered financial services and create goals-based wealth management plans. He holds multiple professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Moore earned a bachelor's degree from Hampden-Sydney College. He is actively involved in his community through roles such as Advisory Board Member of the Massey Cancer Center at VCU, Board Chair of Swift Creek YMCA, Rotarian with the Brandermill Rotary Club, and Vice President of Baseball for Chesterfield Little League. Outside of his professional and community commitments, he enjoys baseball, football, golfing, ice hockey, music, soccer, softball, spending time with his family, and watching movies.

Marian Crawford is a CFP®-certified financial advisor with four years of industry experience, currently with LPL Financial in Richmond, VA. Her prior roles include positions at OSAIC, Securities America Advisors, and Minnesota Life Insurance Co. Outside of financial advising, she was involved with Free Run Wine Merchants for six years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm provides various advisory programs and financial planning services, utilizing both discretionary and non-discretionary management strategies supported by research and multiple portfolio options.

Jennifer Pickelhaupt is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and one year of industry experience. She has been with Wells Fargo Bank, N.A. since 2010. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. 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.

Samuel Rivera is a financial advisor at Fisher Investments with 14 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Thrivent Financial for Lutherans and Thrivent Investment Management Inc. He has been with Fisher Investments since 2017. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across various asset classes. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and manages risk using strategies such as tax-loss harvesting and defensive tactics.

Paul Davis is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and previously worked with Durham Public Schools and Lyft. He also provides non-variable insurance sales and service, primarily term-life and long-term care insurance. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing model portfolios and research from various sources.

Christopher Carlin is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following six years at Wells Fargo Advisors LLC and over two decades at Wachovia Bank, N.A. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s process is driven by investment policy statements and modern portfolio theory, incorporating a broader range of financial products than many peers, including insurance-related vehicles and bank deposit sweep options.

Michael Palmore is a financial advisor with Wells Fargo Advisors in Richmond, VA, holding a Series 66 designation and bringing 23 years of industry experience. He has worked within various Wells Fargo entities since 2009. His outside activities include partial ownership of an investment-related business, Stoever & Palmore LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. Advisors use Wells Fargo research and planning tools to develop tailored recommendations, offering clients flexibility in implementation through brokerage or advisory programs.

Elizabeth Kabbani is a Financial Advisor with Merrill Lynch Wealth Management and a member of the Patrick-Cieslewicz Wealth Management Group. She collaborates with her team to build strong client-advisor relationships focused on understanding clients' priorities and creating personalized financial plans designed around their unique circumstances and goals. Elizabeth's background includes a bachelor's degree from Indiana University Bloomington. Prior to joining Merrill Lynch, she worked in crisis management and spent five years as a local sales representative for a craft brewery, assisting small businesses in growth and success. She holds the Personal Investment Advisor (PIA) designation. Elizabeth is involved in several professional and community organizations, including Delta Zeta Sorority, Indiana University Dance Marathon, Stonewall Sports, The Madison of DC, Girl Scouts Nation's Capital, Junior League of Richmond, Lab Rescue of Greater Richmond, St. Mary's Episcopal Church Arlington, Sunrise Senior Living, and Winkler Botanical Preserve. Her personal interests include cooking, dancing, music, pickleball, reading, singing, spending time with family, swimming, traveling, and yoga.

Jason Naperala is currently an Investment Solutions Representative III at Fidelity Investments, where he collaborates with clients to develop personalized financial plans aimed at achieving their financial goals. He has been with Fidelity Investments since 2023, progressing through roles including Investment Solutions Representative and Fixed Income Specialist. Prior to joining Fidelity, Jason worked as an Internal Wholesaler at Syabrus Partners in 2022 and as a Financial Advisor at Prudential from 2020 to 2022. His experience spans various aspects of financial advising and investment solutions. No information about his education, credentials, personal interests, or community involvement has been provided.

David Smith is a financial advisor with Wells Fargo Clearing in Richmond, VA, holding a Series 66 designation and 28 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory work, he has a 25% ownership interest in Smithtown Properties LLC, an investment-related business. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of investment products, such as insurance-related vehicles and bank deposit sweep options.

Allison Buchik is a financial advisor with Fidelity, holding a Series 66 designation and four years of industry experience. She has worked at Fidelity since 2021, following a brief tenure at Ameriprise Financial and prior roles outside the investment field. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its role in managing registered investment companies, use of AI in research, and delivery of model portfolios to intermediary platforms.

Robert Jean is a financial advisor at Edward Jones in Richmond, VA, holding the ChFC® designation along with Series 65 and Series 63 licenses. He has 22 years of industry experience with prior roles at Wells Fargo Clearing Services and White Lodging. Outside of advising, he has worked in hospitality as a banquet server and bartender at various venues. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Charles Blades is a Senior Financial Advisor affiliated with Merrill Lynch Wealth Management. He brings extensive experience in delivering customized wealth management strategies tailored to the unique needs of each client. Charles and his team employ a holistic approach that encompasses clients’ goals, risk tolerance, liquidity requirements, and personal interests in order to help them achieve their financial objectives and plan effectively for the future. Charles holds a Bachelor’s degree from Georgia Southern University and maintains the Personal Investment Advisor (PIA) designation. Outside of his professional responsibilities, he is involved in community organizations including the YMCA, VSGA, Read to Them, and FeedMore. His personal interests include biking, golfing, music, tennis, and traveling.

Ryan Robertson is a CFP® and holds a Series 66 designation with 14 years of experience in the financial industry. He has been with Edward Jones in Richmond, VA since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated mutual funds under a fiduciary standard.

Anne Bouley is a financial advisor at Morgan Stanley with 39 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs a structured planning process supported by proprietary tools and manages approximately $2.74 trillion in client assets.

Theodore Desautels is a financial advisor at Raymond James Financial with 16 years of industry experience. He previously worked at Wells Fargo Advisors for 12 years and Stifel Independent Advisors for 3 years. He holds a Series 66 designation. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm delivers non-discretionary planning and consulting tailored to client goals, using analytical tools and risk profiling to illustrate potential outcomes.

Kenneth Cadden is a financial advisor with Morgan Stanley in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.