Matthew Mckenna is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked with Equitable Advisors since 2007, including its predecessor AXA Advisors. Outside of his advisory role, he serves as Director of the Warren Mckenna Foundation, a nonprofit organization that organizes an annual charity golf tournament, and participates on the Saint Bridget Athletic Board to support student access to sports. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm employs a network of Investment Adviser Representatives and uses a variety of third-party asset managers and advisory programs to implement client investment strategies.

Paul Sakellariou is a financial advisor at Ameriprise with 22 years of industry experience. He has held roles at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of his advisory work, he serves on the Board of Directors and as Treasurer for the Rutland Foundation and is involved in sports card investing. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Stephen Page is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds the Series 63 and Series 65 designations and has been with Wells Fargo in various roles since 2012. Outside of his advisory work, he has participated in local commercial media activities related to a hospital patroned by his spouse and has worked as a part-time driver for a local economic empowerment initiative. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a range of financial products including insurance-related vehicles and bank deposit sweep options.

Taylor Beard is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. Prior to joining LPL Financial in 2019, he worked at Merrill and Bank of America, N.A. from 2015 to 2019, Mass Mutual Investors Services from 2009 to 2015, and Ameriprise from 2007 to 2009. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Kevin Clark is a CFP® and holds a Series 66 license, with six years of industry experience. He has been an advisor at Edward Jones since 2019 and previously worked at Canon Solutions America for eleven years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets under management through a large network of advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts.

Stephen Spraker is a financial advisor with Raymond James & Associates in Richmond, VA, holding a Series 66 designation and 25 years of industry experience. His prior work includes roles at Scott & Stringfellow and Truist Investment Services. He also has a concurrent affiliation with Collegiate School. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering a range of financial planning and advisory services supported by extensive research and multiple portfolio management styles.

Ryan Klimek is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Securities America Advisors and Next Financial Group Inc. Klimek is also involved in insurance sales and services for fixed insurance products, including life, health, disability, long-term care, and annuities. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party managers to construct portfolios across various asset classes.

Brian Pulsifer is a financial advisor at Mass Mutual Investors Services with three years of industry experience. He holds a Series 66 designation and has previously worked at CarMax and Timmons Group. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers with financial planning, asset management, and educational programs. The firm structures financial planning as annual, collaborative engagements using firm-approved software and generally recommends investment categories and strategies without investment discretion.

Haider Sharifi is a CFP® professional with 20 years of experience, currently affiliated with Cambridge Investment Research Advisors. He has been with Cambridge since 2013. Outside of financial advising, Sharifi is a musician and owner involved in the music and entertainment industry, and he serves as treasurer for a local men’s golf association. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of portfolio management and model-based solutions tailored to client objectives.

Tristan Amatruda is a financial advisor at Ameriprise in Richmond, VA, holding a Series 66 designation with four years of industry experience. He has been with Ameriprise since 2020 and previously studied at the University of Virginia. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Chiles Mason Jr. is a financial advisor at Equitable Advisors with five years of industry experience and holds a Series 66 designation. Prior to joining Equitable Advisors in 2020, he held various roles including positions at Hampden-Sydney College, Cooper-Hurley Law Firm, Mass Mutual, and Jamestowne Investments. Outside of his advisory work, he occasionally assists with the bottling process for Cirrus Vodka in Richmond, VA. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm utilizes a range of advisory models, often implemented through third-party managers and platforms, and offers ERISA fiduciary services to qualified plans.

Chad Dean is a Series 66-licensed financial advisor with Ameriprise Financial Services, LLC, where he has worked since 2016. He has nine years of industry experience and is based in Glen Allen, VA. Outside of his advisory role, he is a co-owner of RSTK, LLC, a business unrelated to investment activities. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on dependable income and tax-aware withdrawal strategies.

Colen La Plante is a financial advisor with Mass Mutual Investors Services and holds Series 63, 65, and 66 designations, bringing 34 years of industry experience. His prior roles include positions at Foreside Fund Services and Principal Funds Distributor. He serves as a board member for the Second Baptist Church Endowment, where he reviews and advises on the investment portfolio. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, and charitable organizations, among others. The firm emphasizes collaborative, goal-oriented planning supported by proprietary software and offers specialized programs such as divorce planning and estate-settlement services.

Angelica Snyder is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She previously worked at First Investors Corporation and has been with Cetera and its affiliated entities since 2019. Outside of her advisory role, she is co-owner of FirEver Pines LLC, a Christmas tree farm. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services across multiple program platforms and custodial relationships.

Audrey Keune is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. She has worked with LPL Financial and Abacus Financial since 2020. 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 range of services including financial planning, model portfolio programs, and institutional platforms, with advice delivered through a large network of investment adviser representatives.

William Anderson is a financial advisor with Wells Fargo Clearing in Richmond, VA, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors, LLC from 2012 to 2016. Outside of his advisory role, he serves as a personal representative and executor for his son. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process 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.

Brian Morgan is a Financial Consultant at Fidelity Investments, where he collaborates with individuals and families through a structured planning process to clarify priorities, establish goals, and create actionable financial plans. He focuses on providing guidance and disciplined execution to help clients make informed financial decisions and maintain focus on their priorities. Brian has been with Fidelity Investments since 2015, initially serving as an Investment Consultant before becoming a Financial Consultant in 2018. Prior to that, he worked as a Financial Advisor at LPL from 2014 to 2015 and at Edward Jones from 2010 to 2014. Outside of his professional work, Brian enjoys camping, fishing, golfing, and engaging in family activities, including parenthood.

Jacqueline Harrell is a financial advisor at Edward Jones in Richmond, VA, holding a Series 66 designation with one year of industry experience. Prior to her current role, she worked at Henrico County Public Schools and the YMCA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is known for its extensive retail advisor and branch network, as well as its affiliated capabilities beyond advisory services.

Dorothy Allen is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She previously worked at Lincoln Financial Advisors Corp for 16 years and has been associated with Penn Mutual Life Insurance Company for over two decades. Outside of her advisory role, she is involved in owning a real estate entity unrelated to investment and operates an insurance business offering various health and life insurance products. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services with a portfolio construction approach that includes asset allocation tools, risk-tolerance assessments, and access to third-party money managers.

Grayson Kirby is a CFP® affiliated with Raymond James Financial, with one year of industry experience. Prior to joining Raymond James, he worked at Bogart Wealth LLC and Northwestern Mutual. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and utilizes analytical tools such as risk profiling and probability modeling to support client goals.