Eva Day is a Financial Advisor at Merrill Lynch Wealth Management, where she assists individuals, families, and business owners in navigating complex financial decisions related to growth, transition, and legacy planning. She specializes in creating strategies that bring clarity and structure to various areas including investment management, education funding, retirement income, wealth transfer, and estate planning. Her professional background includes a multicultural European influence and a global perspective, which she incorporates into her intentional approach to wealth management. She collaborates closely with clients' legal and accounting professionals to develop coordinated long-term financial strategies aligned with their evolving goals. Eva holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations and is pursuing a degree at Southern New Hampshire University focused on finance, leadership, and ethical problem-solving. Beyond her advisory role, Eva is actively involved in community service and nonprofit leadership, including previous roles with Arts Alliance and ongoing participation in organizations such as the Foodbank of Southeastern Virginia and the Eastern Shore, United Way of South Hampton Roads, and the YWCA South Hampton Roads. She communicates fluently in English, German, Yoruba, and Turkish. Personal interests include dancing, hiking, interior decorating, pickleball, running, and spending time with family.

Christopher Beal is a Series 66-licensed financial advisor with Morgan Stanley in Richmond, VA, and has 23 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2017, preceded by roles at Bank of America and Merrill. Outside of his advisory work, Beal serves on the Board of Trustees for Hampton Roads Academy and owns a recreational charter business called Island Charters in Poquoson, Virginia. Morgan Stanley Wealth Management offers a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process supported by proprietary tools and provides advisory services that include estate planning and investment strategies.

Charles Ricketts is a financial advisor with Ameriprise in Midlothian, VA, holding Series 65 and Series 66 licenses and possessing 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Ameriprise offers a retirement-income planning service targeted at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary, tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Erik Ott is a financial advisor with Ameriprise in Midlothian, VA, holding a Series 66 designation and 11 years of industry experience. He has worked at Ameriprise Financial Services, Inc. and Ameriprise since 2014. Outside of his advisory role, he owns Monroe Lane, LLC, a business focused on managing his Ameriprise practice. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm uses a combination of investment research, third-party data, and algorithmic tools to provide ongoing retirement advice centered on income sources and tax-aware withdrawal strategies.

Sarah Wilson is a financial advisor with Wells Fargo Clearing in Richmond, VA. She holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to her current role, she was employed with Wells Fargo Bank, NA, and has periods as a caregiver and homemaker in her work history. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics to support diversified investment strategies.

Jason Madison is a CFP® professional with 16 years of experience in the financial services industry. He has worked at Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC and ongoing tenure with Wells Fargo Bank NA since 2007. Outside of his advisory role, Madison performs as a stand-up comedian in various cities across Virginia. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory solutions. The firm’s approach 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.

Traci Anne Dracoulis is a CFP® professional with 13 years of industry experience, currently affiliated with Cetera. Her career includes roles at Truist, BB&T Securities, Mass Mutual, and Morgan Stanley. In addition to her financial advisory work, she is a partner in SGT Drac Woodworking LLC, a custom woodworking business. Cetera Investment Advisers LLC serves a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Nathaniel Snider is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2025. He is a Certified Financial Planner dedicated to helping clients and their families grow their wealth, protect their income, and simplify their financial lives. Nathaniel has been with Fidelity Investments since 2014, progressing through various roles including Financial Representative, Investment Consultant, and Financial Consultant before becoming Vice President. Prior to joining Fidelity, he worked as a Financial Consultant at ICMA-RC in 2019. Outside of his professional career, Nathaniel is engaged in family activities and enjoys interests such as fitness, gardening, hiking, parenthood, and reading.

William Warren is a financial advisor at UBS Financial Services with 10 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill for six years. Warren serves as Chairman Elect of the Richmond Chapter of Ducks Unlimited, where he helps lead fundraising efforts for waterfowl conservation in the Richmond, VA area. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor investment plans according to clients’ goals and risk tolerances.

Juliette Sykes is a CFP® with six years of industry experience currently with LPL Enterprise. She previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Company for six years and has additional experience with several other financial services firms. Outside of her advisory role, she operates a tax preparation and accounting business in Midlothian, VA. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by internal and third-party strategists, and offers financial planning, third-party asset management access, and insurance products through affiliated entities.

Robert Nodar is a financial advisor with Wells Fargo Advisors who holds a Series 66 designation and has 23 years of industry experience. His prior experience includes roles at Morgan Stanley Smith Barney LLC, Principal Funds Distributor, LPL Financial, and Charles Schwab. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients who meet net-worth thresholds and integrates advisory services with other financial products and referral channels.

Lucas Jones is a financial advisor at Raymond James Financial with 18 years of industry experience. He holds a Series 66 designation and has held roles at PJ Capital Partners LLC, where he is an owner and officer, as well as at Z3Capital Partners and Mahler Capital Management. His other business activity includes serving as president and 50% owner of PJ Capital Partners LLC, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm delivers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance through a unique affiliation with a municipal advisor.

Chase Giegling is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked at Charles Schwab & Co., Inc. for two years and has a background that includes time at Hilb Group and Walmart. He holds Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, investment options, and fiduciary services through a large network of financial advisors and branch offices nationwide.

Blair Rose is a financial advisor with Wells Fargo Clearing in Richmond, VA, holding Series 63 and Series 66 credentials and having 22 years of industry experience. Prior to joining Wells Fargo Clearing in 2023, Blair worked at Nationwide Investment Services Corporation for nine years and was involved with Outsyde Inc. Outside of the financial industry, Blair is engaged in commercial fishing through Bluewater Atlantic LLC, selling hook-and-line caught tuna. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and other sources.

Debbie Binney is a Wealth Management Senior Relationship Manager at Fidelity Investments. In her role, she serves as a primary point of contact for clients, focusing on delivering personalized service tailored to individual needs and preferences. She facilitates conversations about wealth and investment planning to assist multiple generations of families. Debbie has been with Fidelity Investments since 2016, initially working as a Private Wealth Management Relationship Manager before her current position beginning in 2017. Prior to joining Fidelity, she worked as a Relationship Manager at LPL Financial from 2011 to 2016. Outside of her professional responsibilities, Debbie's personal interests include spending time with friends and attending social events, parenthood, reading, and practicing yoga.

Leonard Mc Adams is a financial advisor with Edward Jones in Chester, VA, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. He has been with Edward Jones since 1992. Outside of his advisory role, he serves as a board member of the Chester Business Association. Edward Jones is a full-service wealth management firm serving 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 with a large network of financial advisors and branch offices, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Jeffrey Garner is a financial advisor at Morgan Stanley in Richmond, VA, holding Series 63 and Series 66 licenses with 18 years of industry experience. His prior roles include positions at Wells Fargo Clearing and First Clearing, LLC. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that incorporate scenario modeling without providing individual security recommendations as part of standalone planning.

Celeste Hickman is a financial advisor at Fidelity with 15 years of industry experience. She holds the Series 63 and Series 66 designations and has been with various Fidelity affiliates since 2010. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Hill Mallory III is a financial advisor with Wells Fargo Clearing in Richmond, VA, holding Series 63 and Series 66 licenses and possessing 18 years of industry experience. He has been with Wells Fargo Clearing since 2016, following six years at Wells Fargo Advisors LLC. 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 solutions. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Anthony Norr is an Investment Consultant at Fidelity Investments, a position he has held since 2026. In this role, he focuses on building meaningful relationships and providing clients with guidance tailored to their individual financial goals and circumstances. His approach emphasizes clarity and confidence throughout the financial planning process. Anthony has held several roles at Fidelity Investments, including Planning Consultant in 2025, Relationship Manager from 2024 to 2025, Financial Representative from 2023 to 2024, and Financial Services Representative in 2023. Prior to joining Fidelity, he worked as a Universal Banker at Atlantic Union Bank from 2022 to 2023 and as a Lead Disputes Representative at Capital One from 2018 to 2019. Outside of his professional work, Anthony enjoys camping, fitness, hiking, outdoor adventures, and volunteering.