R.F. Burke Steele IV is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. He has been with LPL Financial since 2017 and previously worked at Investment Centers of America from 2014 to 2017. His outside activities include the sale of non-variable life and fixed-line insurance products through affiliated insurance businesses. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by research and various investment strategies.

Janine North is a financial advisor at Fidelity with Series 63 and Series 65 credentials and eight years of industry experience. She previously worked at Wells Fargo Bank NA and Wells Fargo Clearing Services, LLC from 2016 to 2024. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of model portfolios, its role as a commodity pool operator registered with the CFTC, and its advisory work with multiple registered investment companies.

Kathleen Maccubbin is a financial advisor at Primerica Advisors with Series 65 and Series 63 credentials and six years of industry experience. Her background includes roles at the University of Maryland and McCormick, and she has been affiliated with Primerica-related entities since 2000. She also has compensation arrangements related to referrals of home security and automation products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors and some corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through established third parties.

Jeanette Bishop is a financial advisor with Primerica Advisors in Petersburg, VA, holding Series 63 and Series 65 licenses and with 44 years of industry experience. She has been with Primerica Advisors since 1981 and Primerica Financial Services since 1980. Outside of advisory work, she is involved in the sale of loan products and home-related services as well as ownership of a private LLC. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm offers a wrap-fee asset management program that relies mainly on model-based strategies managed by unaffiliated asset managers, supported by custodial and trade execution services from third parties.

Bruce Mccook is a financial advisor at LPL Financial with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Infinex Investments, Virginia Commonwealth Bank, and Primis Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides various advisory programs, retirement plan consulting, and brokerage services, offering discretionary and non-discretionary management supported by in-house and third-party research.

Francis Sam is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds the Series 66 designation and has worked at several firms including Morgan Stanley and CUNA Brokerage Services. He has been with J.P. Morgan Securities and JP Morgan Chase Bank since 2020. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, offering non-discretionary advisory programs supported by a centralized due-diligence framework.

Forrest Fox is a financial advisor with Wells Fargo Clearing Services, LLC, holding a Series 66 designation and bringing 10 years of industry experience. He previously worked at Edward Jones for one year before joining Wells Fargo in 2017. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Tenley Dixon is a financial advisor at Edward Jones with 10 years of industry experience. She holds the ChFC® designation along with Series 65 and Series 63 licenses. Prior to joining Edward Jones in 2022, she worked for Truist Investment Services Inc for six years. Outside of her advisory role, she serves on the Membership Committee for a Richmond business networking chapter and acts as an ambassador for a women’s golf apparel brand. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, maintaining a large network of advisors and branch offices across the country.

Robert Steele is a financial advisor with LPL Financial in Chester, VA, holding a Series 66 designation and possessing 10 years of industry experience. He previously worked at Investment Centers of America, Inc. before joining LPL Financial in 2017. Outside of his advisory role, Steele manages a non-variable insurance branch and sells property and casualty insurance. LPL Financial serves a broad client base including individuals, retirement plans, banks, and corporations, offering financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives. The firm provides both discretionary and non-discretionary management with access to model portfolios, third-party research, and various institutional programs.

Richard Keller is a financial advisor at Thrivent Investment Management with 13 years of industry experience. He holds Series 63 and Series 65 designations and has been with Thrivent Financial and Thrivent Investment Management since 2016. Outside of his advisory role, Keller manages operations for Grizzard Homes and Buildings, serves on the finance committee of Mount Pleasant Baptist Church, and owns Abba's Apiary, where he practices honey bee husbandry and markets raw honey locally. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based financial planning across a broad range of topics, typically without discretionary trading authority, and allows clients to combine planning with managed-account programs under a consolidated billing option called WealthPlan.

James Gallagher Jr. is a ChFC® and Series 66 designated financial advisor with 12 years of experience, currently practicing at Edward Jones in Prince George, VA since 2013. He serves as the finance officer for the American Legion in Hopewell, VA, overseeing the organization’s financial reporting and banking activities. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals and institutions. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Anne Meadows is a financial advisor at Edward Jones with 14 years of experience at the firm. She holds the Series 66 designation and is based in Chester, VA. Meadows previously participated in a direct sales distributorship with Arbonne but is no longer actively selling. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and fiduciary services.