Theodore Walkley is a Senior Financial Advisor at Merrill Lynch Wealth Management. With over sixteen years of industry experience, he specializes in personalized wealth management strategies, focusing on areas such as college education planning, divorce transition planning, family wealth management, legacy planning, and retirement income. He works closely with clients to develop flexible financial strategies tailored to their long-term goals and changing market conditions. Theodore holds a Bachelor's Degree from Long Island University and carries the Personal Investment Advisor (PIA) designation. Committed to community involvement, he participates in local volunteer activities aligned with Merrill’s tradition of service. Outside of his professional responsibilities, Theodore enjoys cooking, football, golfing, hiking, ice hockey, music, traveling, watching movies, and spending time with his family.

Zachary Blaisdell is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds Series 63 and Series 65 designations and has worked across multiple Wells Fargo entities as well as at First Citizens and Virginia Credit Union. Wells Fargo Advisors is a national securities firm that provides investment advisory and financial planning services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, including retirement plan consulting and investment management based on research and diversification principles.

Mark Goodstein is a financial advisor with Wells Fargo Clearing in Richmond, VA, holding Series 63 and Series 65 licenses and having 45 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of advisory work, he has ownership interests in a rental property. Wells Fargo Advisors is a national securities firm that serves individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm employs a large network of advisors and applies research and analytics to its investment approach, providing both brokerage and advisory solutions.

Bruce Willard is a financial advisor with Edward Jones, holding a Series 66 designation and bringing 21 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Bradley Jones is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation. His prior work includes roles at Virginia Commonwealth University and entrepreneurial ventures such as Sticky Rice and Peach Beach Shaved Ice. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage multi-manager and fund-of-funds strategies, with oversight of sub-advisers and systematic methodologies.

Adam Kozuch is a financial advisor with Wells Fargo Clearing in Richmond, VA. He holds a Series 66 designation and has prior work experience at Compass Group USA and Apple Inc. He has been with Wells Fargo Clearing since 2025. 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.

Scott Broaddus is a CFP® professional with 21 years of industry experience, currently affiliated with Cetera. His prior work includes long-term roles at Select Brokers, LLC and Virginia Asset Management. Outside of his advisory duties, he owns Broaddus Investments LLC and serves as a board member of Premier Resource Group. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a nationwide network of independent advisors and operates a multi-manager platform with diverse program options.

Isaac Montieth is a financial professional with Cetera and holds a Series 66 credential. He has been with Cetera since 2025 and has prior experience working in various roles outside the financial industry, including hospitality. Additionally, he is involved with North Star Resource Group, where he provides life insurance, securities, business planning, and financial planning services. Cetera Investment Advisers LLC is a national SEC-registered advisory firm serving 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 that includes model portfolios, third-party managers, and customized strategies.

William Davison is a financial advisor with Morgan Stanley in Richmond, VA, holding a Series 66 designation and two years of industry experience. His prior experience includes roles at LPL Financial and Wealth Enhancement Group, along with periods of full-time education. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

David Buterbaugh is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and three years of industry experience. He has been with Wells Fargo Clearing since 2021 and has worked for Wells Fargo Bank, N.A. since 2016. 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 investment decisions.

Natalee Hale is a financial advisor with Morgan Stanley in Richmond, VA, holding a Series 66 designation and three years of industry experience. Prior to joining Morgan Stanley, she worked for C&F Bank for seven years. Outside of finance, she owns and operates Nhale Fitness & Wellness LLC, where she leads fitness classes. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and investment modeling techniques.

Roger Jones is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has been with Merrill since 2011 and is also affiliated with Bank of America, N.A. since 2012. 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 offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Thomas Camuso is a financial advisor at Cambridge Investment Research Advisors with 16 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Cadaret Grant & Co., Inc. and M&T Securities. Cambridge Investment Research Advisors serves a broad client base including individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, employing a variety of portfolio management strategies and custody arrangements tailored to client objectives.

Cameron Murray is a financial advisor at Edward Jones in Richmond, VA, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Centauri Health Solutions and Morgan Stanley Private Bank. Murray is a director of the Rotary Club of Western Henrico, where he helps plan charity events and service projects. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets, supported by a nationwide network of financial advisors and branch offices.

Jeremy Blubaugh is a financial advisor with Edward Jones, holding a Series 66 license and 18 years of industry experience. He previously worked at IGM Brokerage LLC, DWS Distributors, Inc., Hartford Funds Distributors, LLC, and Bluerock Capital Markets, LLC. Outside of advising, he owns businesses in marketing and gift-giving, including Coinflip Marketing LLC and Gift Hopper, where he participates in ownership meetings. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, investment strategies, and affiliated financial services. The firm manages over $1 trillion in assets through a nationwide network of advisors and branch offices.

Dhanya Patel is a financial advisor with UBS Financial Services in Richmond, VA. She holds a Series 66 designation and has been in the industry since 2024, with prior experience at Nasdaq Dorsey Wright and several educational institutions. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings tailored to clients' goals and risk tolerances.

Elizabeth Joyner is a financial advisor at Edward Jones with 14 years at the firm and 8 years of industry experience. She holds the Series 66 designation and is based in Colonial Heights, VA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and offices.

Christopher Andres Jr. is a Series 66 licensed financial advisor with Cetera, where he has worked since 2025. He has no prior industry experience before joining Cetera and has held several positions outside of finance, including roles at Exquisite Pools, Foundry Golf Club, Palermo Restaurant, and James Madison University. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, managing over $256 billion in assets through a large network of independent advisors.

Crystal Farris is a Series 66 registered financial advisor with Wells Fargo Advisors, based in Richmond, VA, with two years of industry experience. Prior to joining Wells Fargo Advisors in 2024, she worked at Wells Fargo Clearing from 2011 to 2024. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services across a broad range of areas, including retirement, education, and specialized planning such as business-owner transition and special-needs analysis. Advisors utilize Wells Fargo’s research and planning tools to develop tailored recommendations delivered through meetings and written summaries.

John Upton is a CFP® with 44 years of experience in the financial industry, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he has ownership interests in several real estate and investment-related entities, including a family holdings investment company and agricultural land management. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs.