John Green is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill Lynch. He serves on the investment committee of Willow Oaks Country Club and is a member of the board of directors and finance and investment committee at Saint Mary’s Ryken High School. UBS Financial Services serves individual, corporate, and institutional clients with 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 financial plans aligned with clients’ goals and risk tolerances.

Michael Johnson Clyburn is a Senior Financial Advisor with the TWN Wealth Management Group at Merrill Lynch Wealth Management. Since joining Merrill in 2017, he has focused on advancing client goals by leveraging the products and services offered through Merrill and Bank of America. His role includes portfolio advisory services with a particular emphasis on alternative investments, as well as personal wealth planning and analysis. Michael holds a bachelor's degree with a double major in Mathematics and Psychology from Amherst College, where he was also a member of the varsity football team. He maintains the professional designation of Personal Investment Advisor (PIA). His client expertise encompasses areas such as retirement planning, family wealth management, tax minimization, and services tailored to endowments, foundations, non-profits, and small businesses. In addition to his professional responsibilities, Michael is involved with the Ridgewood High School Alumni Association. He lives in Red Bank, New Jersey, and spends his personal time with family and friends, enjoying activities such as boating, baseball, football, running, music, and travel.

Julene Amaya is a financial advisor with Edward Jones, holding a Series 66 designation and currently based in North Chesterfield, VA. She has been with Edward Jones since 2025 and has prior experience working in educational roles at the University of Richmond and L.C. Bird High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of household types and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs and investment strategies through a large network of advisors and branch offices nationwide.

Henry Shores Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and with 45 years of industry experience. He has worked at Wells Fargo Clearing since 2022 and previously spent nine years with Ameriprise Financial Services. 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 combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Jordan Chalkley is a CFP® with six years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing. His prior experience includes roles at Headland Capital, LPL Financial, Fidelity Investments, Morgan Stanley, and Bank of America. He also spent time preparing for the CFP exam and worked at Hampden-Sydney College early in his career. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm employs an IPS-driven advisory process grounded in modern portfolio theory and offers both discretionary and non-discretionary investment options, including insurance-related vehicles and bank deposit sweep programs.

Timothy Johnson Jr. is a CFP®-designated financial advisor with 13 years of industry experience. He is currently affiliated with Cetera and has prior experience at Minnesota Life and Securian Financial Services Inc. In addition to his advisory role, he sells life, health, disability, and fixed annuity insurance products. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, with over $256 billion in assets under management.

Thomas Doukas is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on advising clients at every stage of life and empowering them to define, plan for, and achieve their goals. Thomas provides financial guidance tailored to the individual needs of his clients. He holds a Bachelor's Degree from Hofstra University. Thomas is committed to supporting his clients through comprehensive wealth management strategies aligned with their personal objectives.

Jonathan Headley Jr. is a financial advisor at Merrill in Richmond, VA, holding Series 63 and Series 66 credentials with eight years of industry experience. His prior work includes roles at JPMorgan Chase Bank and JPMorgan Securities, as well as positions at Nasdaq Dorsey Wright and Kelly Services Global. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals and charitable organizations.

Amanda Nichols is a financial advisor with Wells Fargo Clearing in Richmond, VA, holding a Series 66 designation and five years of industry experience. She has been with Wells Fargo Clearing Services, LLC since 2016. Nichols holds a non-active Virginia state law license and is a non-practicing attorney. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, supported by research from Wells Fargo Investment Institute and third-party sources.

Robert Brockmeier is a CFP®-designated financial advisor with 22 years of industry experience, currently serving clients at Morgan Stanley in Richmond, VA. He has worked within Morgan Stanley since 2010, including over a decade at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management provides investment advisory and brokerage services to individuals and institutions, offering tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and provides a range of programs including estate planning and corporate financial planning agreements.

John Lynch Jr. is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His work history includes roles at Bank of America, Merrill Lynch, and Harbor Group Management Company. Outside of finance, he has experience in the hospitality sector, having worked with Tulu Seaside Bar & Grill and East Coast Valet Company. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Kelly Barnes is a financial advisor at Ameriprise with 17 years of industry experience. She holds the Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2008. Outside of her advisory role, she serves as President of the Parent Teacher Association at AM Davis Elementary School. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. The firm operates as a large institutional provider offering a broad range of advisory, brokerage, and insurance solutions.

Norma Sellors is a financial advisor with Stifel in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Stifel since 2015. Outside of her advisory role, she serves as a board member for the Lewistown Community Development Authority in Hanover County, VA. Stifel serves a broad range of clients including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Kenneth Cortright Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with LPL Financial since 1990 and previously operated IA Cortright Company for 24 years. Outside of advisory work, he occasionally engages in freelance photography, primarily as a hobby. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting its extensive network of over 22,800 advisors.

Chinda Manalo is a financial advisor with Primerica Advisors in Midlothian, VA, holding Series 63 and Series 65 licenses and 13 years of industry experience. She has worked with PFS Investments Inc and Primerica Financial Services since 2016. Outside of her advisory role, Manalo is a partner in Manalo Enterprises, LLC. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and offers discretionary separately managed accounts, supported by custodial and trade execution services from Pershing and BNY Mellon Advisors.

Frederick Dunning is a financial advisor at UBS Financial Services with 29 years of industry experience, all of which he has spent at UBS. He holds the Series 63 and Series 65 licenses and is based in Richmond, VA. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Shawn Millimaki is a financial advisor with Wells Fargo Clearing in Richmond, VA, holding a Series 66 designation and 3 years of industry experience. He has been with Wells Fargo Clearing since 2013. 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 grounded in modern portfolio theory, with both discretionary and non-discretionary options tailored to plan objectives and risk tolerances.

Joel Winbigler is a financial advisor at Edward Jones with six years of industry experience. He holds the CFP®, CFA®, and Series 63 designations. Prior to joining Edward Jones in 2019, he worked at Bank of America from 2013 to 2018. Winbigler also serves as a Lieutenant Commander in the United States Navy Reserve. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages over $1 trillion in assets through a large network of financial advisors and branch offices and offers a range of advisory strategies and affiliated investment products under a fiduciary standard.

David Gardner is a financial advisor with Wells Fargo Clearing in Richmond, VA, holding a Series 66 designation and 20 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Ashwin Sharma is a financial advisor with LPL Financial in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at Lincoln Financial Securities Corporation and Mass Mutual Investors Services. Outside of his advisory work, he is involved in modeling and acting on a limited basis. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by various operational and research tools.