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.

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.

Christopher Weller is a CFP® and ChFC® credentialed financial advisor with seven years of industry experience. He has been with Edward Jones since 2019 and previously worked at West Creek Financial, Sherwin-Williams, and The Country Club of Virginia. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and services through a large network of financial advisors and branch offices nationwide.

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.

Luke Culpepper is a financial advisor at Edward Jones in Midlothian, VA, holding a Series 66 designation. He has experience working at Davenport & Company and Northwestern Mutual, and he has also been engaged in full-time education for several years prior to his advisory roles. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and maintains a large national network of financial advisors and branch offices.

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.

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.

Richard Adams is a ChFC®-designated financial advisor with 40 years of industry experience, currently affiliated with LPL Financial in Richmond, VA. He has held positions at Colonial River Investments and Securities America, and has been operating under his own name since 1976. Outside of advisory work, Adams serves as Vice President on the board of The Bachelor Club of Richmond, a nonprofit organization. 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 institutions. The firm offers a range of financial planning and investment management solutions, including use of model portfolios, third‑party subadvisors, and customizable strategies.

Tiffany Khumalo is a Financial Consultant at Fidelity Investments. She has progressed through various roles within the company since 2022, gaining experience as an Investment Consultant, Planning Consultant, Relationship Manager, Investment Solutions Representative, and Customer Relationship Advocate. Her professional focus involves partnering with individuals and families to understand their unique goals, values, and concerns, working collaboratively to develop plans that help them move toward what matters most. Outside of her professional work, Tiffany has interests that include board games, comedy, concerts, music, theater, and traveling.

Stamford Niou is a financial advisor at Morgan Stanley with 42 years of industry experience. He has held roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, and Morgan Stanley Dw Inc. since 1998. He holds Series 63 and Series 65 registrations. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Brant Lingle is a Series 66-licensed financial advisor with Cetera, based in Midlothian, VA. He has been with Cetera and its affiliated entities since 2026 and has prior experience at SHV Partners and various consulting roles. Outside of his advisory work, he has been involved with nonprofit organizations including the Twilight Wish Foundation and local churches. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base from individuals to institutional accounts. The firm offers a multi-manager platform with diverse investment options and portfolio management strategies across discretionary and non-discretionary programs.

Aaron Syracuse is a financial advisor at Osaic Wealth, Inc. in Midlothian, VA, holding a Series 66 designation. He began his advisory career at Osaic Wealth in 2025 after spending 23 years at Eurofins Professional Scientific Services. Osaic Wealth, Inc. serves a wide range 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, employing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across various asset classes.

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.

Carmen Taylor is a financial advisor at Cetera with over 41 years of industry experience. She holds the ChFC® designation as well as Series 63 and Series 65 licenses. Her career includes long tenures at Securian Financial Services, Inc. and Southwestern Life Insurance Company. Outside of her advisory role, Taylor is involved in fixed insurance sales and manages a family-associated property and casualty insurance agency. Cetera Investment Advisers LLC operates as a multi-manager platform serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors, managing over $256 billion in assets.

Debra Marble is a financial advisor with Ameriprise in Midlothian, VA, holding a Series 66 designation and one year of industry experience. Her prior work includes roles at Megastar Financial, UnitedHealthcare, and the Seattle School District. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored recommendations delivered through a centralized consulting team.

Chad Nystrom is a financial advisor with 21 years of experience, currently affiliated with Cetera. He holds a Series 66 credential and has worked with firms including Virginia Asset Management and Select Brokers, LLC. Outside of advisory work, he is also involved in fixed insurance sales and owns family rental properties marketed through VRBO. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving a diverse client base, including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options 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.

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.