Jessica Wolford is a financial advisor with First Command Advisory Services in Fredericksburg, VA, holding a Series 66 designation and four years of industry experience. She has worked exclusively with various entities of First Command since 2021. Wolford serves as treasurer for the Spotswood Elementary School PTO, where she oversees budgeting and financial reporting. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporations, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs utilizing model portfolios and third-party managers selected by a centralized Investment Management Team.

Regis Keddie II is a financial advisor at Davenport & Company LLC in Fredericksburg, VA, with 53 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Davenport & Company since 1994. Outside of his advisory work, Keddie serves on the finance committees of the Mary Washington Healthcare Corp. and the Fredericksburg Area Chamber of Commerce, and he holds leadership roles in several local nonprofit organizations focused on healthcare and community services. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, nonprofits, and corporations, providing asset management, brokerage, fixed income, public finance, and investment banking services. The firm offers separately managed accounts, model portfolios, and advisory programs, with asset management organized around portfolio manager teams, an Investment Policy Committee, and a Manager Research team.

Eden Coltrane is a financial advisor at Davenport & Company LLC with 25 years of industry experience. He holds the Series 66 designation and has been with Davenport since 2000. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, and nonprofits, offering a range of services such as asset management, brokerage, and investment advisory. The firm manages multiple mutual funds and employs a team-based approach to portfolio management across various account types.

Paul Scott is a ChFC® credentialed financial advisor with 31 years of industry experience. He is currently with Cetera and has held previous roles at VOYA Financial Advisors and Scott Insurance Services, Inc. Scott is involved in several community and nonprofit organizations, including serving as a board member for Partners In Aging and chairing a committee for the Chancellor Ruritan Club. He also owns Tall Tales, a business focused on teaching storytelling to a range of audiences. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a variety of portfolio management and financial planning services, utilizing a multi-manager platform with options ranging from automated allocations to bespoke strategies.

Stephanie Lopez is a financial advisor at Raymond James Financial with three years of industry experience. She holds the Series 66 designation and has prior experience working with AUW Management, Atlantic Union Financial Consultants, LLC, and Atlantic Union Bank since 2010. Outside of finance, she occasionally works as a second shooter for a local photography business on weekends. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains a range of advisory programs and specialized services.

Thomas Baker is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and 35 years of industry experience. His prior roles include positions at Stifel Independent Advisors, Stifel Nicolaus & Co Inc, UBS Financial Services, and Citigroup Global Markets. He is involved in managing condominium homeowners association operations in Fredericksburg, VA. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients with financial planning, retirement consulting, and asset management programs. The firm relies on a network of Investment Adviser Representatives and third-party asset managers to deliver customized advisory solutions without sponsoring its own wrap fee program.

Craig Mohr is a financial advisor at Osaic Wealth with 39 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including Securities America Advisors, Inc. and SSN Advisory, Inc. Mohr is the owner and agent of Financial Architects of Virginia, Inc., where he engages in the sale of life, disability, and long-term care insurance products. Osaic Wealth serves a diverse clientele, including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based investment approach with asset allocation and portfolio optimization tools, offering both brokerage and advisory services across multiple programs.

Kathleen Moses is a financial advisor at Wells Fargo Advisors with 43 years of industry experience. She holds the Series 63 and Series 66 designations and has worked in various capacities within Wells Fargo, including Wells Fargo Clearing and Wells Fargo Advisors Financial Network. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, with clients choosing whether and how to implement recommendations.

Mason Garner is a financial advisor with Raymond James Financial in Fredericksburg, VA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Raymond James Financial since 2008 and has held roles at multiple financial institutions, including Atlantic Union Bank. Outside of his advisory work, Garner serves as Vice President of Atlantic Union Financial Consultants, LLC/AUB Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base spanning individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs risk profiling and analytical tools to support tailored, non-discretionary strategies and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Jacob Burke is a CFP® and holds a Series 66 license with nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at Public Partnerships from 2015 to 2017. He is based in Fredericksburg, VA. 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 range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient solutions, operating under a fiduciary standard.

Anna Johnson is a financial advisor at Fidelity with Series 63 and Series 65 credentials and five years of industry experience. Her prior work includes roles at Alight Financial Solutions and Wells Fargo Clearing. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund management and consulting, and develops model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Jennifer Mathie is a CFP®-certified financial advisor with Edward Jones, where she has worked since 2013. She holds Series 63 and Series 66 licenses and has 14 years of industry experience. Based in Spotsylvania, VA, she has spent her career with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and offers a range of investment strategies, overlay and tax-efficient services, and affiliated investment products under a fiduciary standard.

George Mitchell III is a CFP®-certified financial advisor with Raymond James & Associates, bringing 46 years of industry experience. He has been with Raymond James since 2013. In addition to his advisory role, Mitchell serves as a trustee for a family-related investment entity. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and municipal entities—offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Michael Cupp is a financial advisor at Equitable Advisors with nine years of industry experience. He holds a Series 66 credential and has worked at Equitable Advisors since 2017, following a period at AXA Advisors and a role at James Madison University. Outside of his advisory work, Cupp is involved in managing short-term rental properties through Cupps Properties LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, plans, corporations, and charitable organizations. The firm’s offerings include third-party advisory models and ERISA fiduciary services, with a focus on matching clients to appropriate investment programs and portfolio managers.

Lyndsay Meier is a financial advisor with OSAIC, holding a Series 66 designation and bringing one year of industry experience. She has been affiliated with Dominion Eagle Advisor Group since 2015 and with OSAIC since 2024. In addition to her advisory role, she works as a real estate agent with Samson Properties. OSAIC Wealth serves a diverse client base, including retail and institutional investors, through a multi-advisor platform offering brokerage and advisory services across various programs such as financial planning, managed portfolios, Unified Managed Accounts, and retirement plan consulting. The firm’s investment process is model-driven, utilizing asset allocation and portfolio optimization tools, and it supports both discretionary and non-discretionary strategies through a complex network of affiliated entities.

Pamela Luckie is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and 20 years of industry experience. She has been associated with PFS Investments Inc. since 2006 and with Primerica Financial Services since 2002. Her other business activities include sales of investment-related products and referrals of home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, as well as corporate and charitable clients. The firm utilizes model-driven investment strategies managed by unaffiliated asset managers and provides advisory services through a network of approximately 3,700 advisors and 1,800 offices.

Jacob Palmer is a financial advisor at Raymond James Financial Services Advisors, Inc. with seven years of industry experience. He has worked at Merrill and Bank of America, N.A., and currently serves as an advisor at Lantern Wealth Management. Outside of his advisory work, Palmer is active in local networking and business organizations, including leadership roles with the 212 Referral Network and the Fredericksburg Chamber of Commerce. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, and institutions. The firm offers tailored, non-discretionary consulting using analytical tools to help clients make informed decisions and supports a broad network of advisors with specialized municipal and employer advisory services.

Jerry Pemberton is a financial advisor with Primerica Advisors in Stafford, VA, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked with PFS Investments Inc. since 2011 and Primerica Financial Services since 2010. Outside of his advisory role, he is a licensed real estate broker and owner of a sole proprietorship focused on real estate sales and property management, and he also works as a tax preparer and real estate instructor in Florida. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-driven investment strategies managed primarily by third-party asset managers and supports account custody and trade execution through BNY Mellon Advisors and Pershing.

Zack Capozza is a financial advisor with Edward Jones in Fredericksburg, VA, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2024, he worked at Merrill Lynch for four years and held roles at General Nutrition Center, Masco, and Meadows Farms Golf Course. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets through a nationwide network of advisors, offering a range of advisory programs and investment solutions under a fiduciary standard.

August Adriani is a financial advisor at Edward Jones with two years of industry experience and holds a Series 66 designation. Prior to joining Edward Jones in 2024, he worked at Allstate, Coldwell Banker Elite, and Geico. 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 offers a range of advisory programs and investment strategies with a fiduciary standard and supports its services through a nationwide network of financial advisors and branch offices.