Isaac Wright is a financial advisor at J.W. Cole Advisors, Inc. with 18 years of industry experience. He holds the CFP®, ChFC®, and Series 65 designations. Prior to joining J.W. Cole Advisors in 2019, he worked at Global Financial Private Capital, LLC for nine years. Wright is also president of Financial Dynamics & Associates, a firm providing comprehensive financial, investment, and insurance planning, and he leads Wright Advice Consulting, which offers consulting services to financial and insurance professionals. J.W. Cole Advisors operates a large network of independent Investment Adviser Representatives and provides fee-based portfolio management, financial planning, retirement plan services, and access to multiple third-party investment platforms for individuals, high-net-worth clients, and institutional accounts. The firm employs a combination of fundamental and technical analysis along with model and manager-based strategies to implement client solutions.

Ashok Choudhary is a financial advisor at Citigroup Global Markets with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Sterling National Bank and J.P. Morgan Securities. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, custody services, and derivatives and futures trading. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles and arrangements.

Donald Reed is a financial advisor with J. W. Cole Advisors, Inc. in Midlothian, VA, holding Series 63 and Series 65 licenses and with 12 years of industry experience. His prior roles include positions at Financial Dynamics, Global Financial Private Capital, Royal Alliance Associates, and Sii. He serves as a council member for the Town Council of Crewe, VA, and sits on the Board of Directors for the Virginia Deer Hunters Association. J. W. Cole Advisors operates a large network of independent Investment Adviser Representatives and provides fee-based portfolio management, financial planning, retirement plan services, and third-party manager platforms for individuals, high-net-worth clients, and institutional accounts. The firm employs a range of investment strategies, including discretionary and non-discretionary management, fundamental and technical analysis, and integrates digital advice providers and various custodial platforms in client solutions.

Andrzej Kaluta is a financial advisor with Citigroup Global Markets in Uniondale, NY, holding Series 63 and Series 66 licenses and having 17 years of industry experience. He has been with Citibank N.A. since 2013. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains large institutional scale alongside specialized market roles.

Michael Weinberg is a financial advisor at Citigroup Global Markets with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at CitiGroup since 2020, following roles at Signature Bank and Citibank Global Markets. Citigroup Global Markets serves individual and institutional clients across various wealth segments with a broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with internal oversight and offers bespoke discretionary solutions for large relationships.

Alice Winters is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and 21 years of industry experience. Her prior roles include positions at Raymond James Financial Services and Wells Fargo Advisors. She is also a licensed notary in Midlothian, VA. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals—including high-net-worth clients—as well as pension plans, corporations, trusts, and charitable organizations, offering discretionary and non-discretionary portfolio management alongside financial planning and pension consulting services.

Denis Porter is a financial advisor at First Command Advisory Services with five years of industry experience and holds a Series 66 designation. He has a background that includes service in the United States Army Reserves since 2013, where he serves as an Executive Officer overseeing operational, administrative, and logistical tasks. His prior experience also includes roles at First Command Brokerage and Insurance Services, as well as operating a kayak tour business. First Command Advisory Services, Inc. is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Kevin Buenvenida is a CFP® professional with 18 years of industry experience. He is currently with J. W. Cole Advisors, Inc., where he has worked since 2019. His prior experience includes roles at TD Ameritrade and Morgan Stanley. J. W. Cole Advisors operates through a large network of independent advisers and offers fee-based portfolio management, financial planning, retirement plan services, and access to third-party manager platforms for individuals, high-net-worth clients, and institutional accounts.

David Lee is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and 12 years of industry experience. His prior roles include positions at HSBC Securities, JP Morgan Chase, Bank of America/Merrill Lynch, LPL Financial, and M&T Bank Corporation. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs along with broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains in-house research, security-pricing, and market roles that differentiate it from peers.

Ashley Morris is a CFP® professional with 11 years of industry experience. She currently advises at Edelman Financial Engines and previously worked at Facet Wealth, The Vanguard Group, Inc., and Keatley Wealth Management, LLC. Morris serves as an honorary board member of the JC Morris Family Foundation, a charitable organization providing educational assistance for underserved minors. Edelman Financial Engines offers technology-driven investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, providing diversified portfolios, rebalancing, and both discretionary and non-discretionary management options.

Linda Gillikin is a financial advisor with Primerica Advisors in Colonial Heights, VA, holding Series 63 and Series 65 licenses and 24 years of industry experience. She has been with Primerica Advisors since 2001 and with Primerica Financial Services since 2000. In addition to her advisory role, she receives compensation for referrals related to home security, automation products, and loan services through affiliated Primerica companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and separately managed account options primarily for individual and high-net-worth clients. The firm utilizes third-party asset managers and maintains an operational model focused on tiered wrap fees and curated investment models.

Jennifer Bruno is a financial advisor at Fidelity with seven years of industry experience. She holds a Series 66 designation and has worked at firms including Virginia Asset Management and Securian Financial Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services along with model portfolios delivered to intermediary platforms.

Mary Sink is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and two years of industry experience. She has worked at PFS Investments Inc. and Primerica Financial Services, and previously held roles at Insight Enterprises and Apprio. Mary also receives non-investment related compensation for referrals of home security, automation products, and related services through Primerica-affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates through a large network of advisors and employs model-delivery investment strategies supported by third-party asset managers and custodians.

Matthew Spradlin is a CFP® professional with 22 years of industry experience, currently with Raymond James Financial. His prior experience includes roles at Steward Partners and Bank of America, as well as Merrill. He is also involved in non-variable insurance product installations. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations, using tailored, non-discretionary planning and analytical tools to support client goals.

Mathew Remington is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2019, following five years at PMA USA. Outside of his advisory role, he serves as assistant treasurer and backup check signer for James River Community Church in Midlothian, VA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages over $1 trillion in assets and supports its services through a nationwide network of more than 23,000 financial advisors.

Tiffany Lucas is a financial advisor at Fidelity with 17 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Lucas has worked at Fidelity and its affiliated entities since 2010, including roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and offers model portfolios through intermediary platforms.

Donald Vaught is a Series 63-registered financial advisor with LPL Financial, based in Midlothian, VA, and has 37 years of industry experience. He has been with LPL Financial since 2009. Vaught also serves as a notary in Virginia. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by in-house and third-party research.

James Cox III is a financial advisor with LPL Financial in Richmond, VA, holding Series 63 and Series 66 credentials and possessing 28 years of industry experience. He has been with LPL Financial since 2006. He serves as a for-profit board member of Riskalyze. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies within its investment approach.

William Davis is a financial advisor with Fidelity Investments, holding Series 63 and Series 65 designations and eight years of industry experience. His prior roles include positions at Get Medicare Extra Help, Mutual of Omaha Investor Services, Mutual of Omaha Insurance Company, and Allstate Insurance Co. He has been with Fidelity since 2021. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios composed of mutual funds, ETFs, and ETPs, and maintains a regulatory presence through registration with the CFTC and membership in the NFA.

Samantha Wooton is a financial advisor at Ameriprise with 11 years of industry experience. She holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2006. Outside of her advisory role, she is involved in managing BE BRAVE LLC, an LLC that supports her Ameriprise practice operations, and assists with office work for her husband’s home inspection and remodeling business. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research-driven, algorithm-supported recommendations with personalized financial advice. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.