Elizabeth Thompson is a financial advisor with Osaic Wealth, Inc. She holds Series 63 and Series 65 licenses and has 26 years of industry experience. Her career includes roles at LPL Financial LLC, Old Dominion Asset Management Inc., CUNA Brokerage Services, and Lincoln Financial Securities Corporation. In addition to her advisory work, she operates as an independent insurance agent, providing life, disability, and long-term care insurance analysis. Osaic Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk management, and access to third-party money managers.

Moatir Ahmed is a financial advisor at Fidelity with 32 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity in various roles since 2006. Strategic Advisers LLC, a Fidelity Investments company where Ahmed is based, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios that incorporate mutual funds, ETFs, and ETPs.

Denise Togger is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. She has held roles at Atlantic Union Bank, Union Investment Services, and Union Bank & Trust, alongside a long tenure at Raymond James Financial. Outside of her advisory work, she owns and operates a farm in Virginia. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools, and maintains a municipal advisor affiliation that supports its public finance work.

Ilce Tallarico is a financial advisor at Charles Schwab with 10 years of industry experience. She holds Series 63 and Series 66 registrations and has previously worked at Merrill Lynch, Pierce, Fenner & Smith, Inc., Bank of America, and PNC Investments. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance with multi-asset model portfolios and access to alternative investments.

Paula Bridgman is a financial advisor with Wells Fargo Advisors in Richmond, VA, holding Series 63 and 65 licenses and bringing 41 years of industry experience. She has worked at various Wells Fargo entities since 2009. Outside of her advisory role, she serves as a trustee for her mother. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning options tailored to clients who meet specific net-worth criteria.

Myleah Carter is a financial advisor at Ameriprise with Series 66 registration and two years of industry experience. Her prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and Norfolk State University. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, offering tailored recommendations that integrate research, modeling, and tax-efficiency analysis. The firm delivers these services through a centralized consulting team and supports a broad range of advisory, brokerage, and insurance solutions.

Robert Black is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2018 and previously at Nationwide Investment Services Corp from 2012 to 2017. Black is the owner of Mirror Lake Wealth Management, LLC, where he serves as a wealth advisor. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts by providing financial planning, investment management, retirement plan advisory, and financial-wellness services through a large network of independent Financial Professionals. The firm offers tailored investment strategies across multiple custody and platform arrangements and maintains both proprietary and unaffiliated model strategies.

Barbour Farinholt Jr. is a Series 66-credentialed advisor with Raymond James & Associates in Richmond, VA, with two years of industry experience. Prior to joining Raymond James, he worked at Davenport & Company LLC and has a background including roles at Collegiate School and lacrosse organizations Harlem Lacrosse and 3rd Lacrosse. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets, serving individuals, institutions, charitable organizations, and public entities. The firm provides financial planning and non-discretionary investment consulting, drawing on multiple portfolio management styles and affiliated research, with notable municipal advisory services and a broad affiliate ecosystem.

Andrew Jeretina is a financial advisor at Edward Jones in Midlothian, VA, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Madison Wootton is a CFA® charterholder with 28 years of industry experience, currently serving as a financial advisor at Raymond James & Associates. Prior to joining Raymond James in 2023, Madison held advisory roles at Truist Advisory Services and Bb&T Securities, as well as at Scott & Stringfellow, Inc. She is an officer and board member of The John Lewis Mottley Cemetery Corporation, a nonprofit organization that manages a family cemetery and oversees its finances. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a diverse client base, including individuals, institutions, and municipalities. The firm provides financial planning and consulting services with a range of portfolio management approaches and is notable for its municipal advisory capabilities and extensive affiliate network.

Troy Yenser is a CFP® and Series 66 credentialed financial advisor with 17 years of industry experience. He has worked at Raymond James & Associates since 2018 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional entities, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Robert Allen is a financial advisor at LPL Financial with 26 years of industry experience. He holds the ChFC® and Series 66 designations and has worked with Kestra Financial Services and Kestra Investment Services prior to joining LPL in 2021. He also serves as a fixed-term life insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms.

Charles Altizer is a financial advisor with Equitable Advisors in Richmond, VA, holding Series 63 and Series 66 credentials and possessing 21 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 2004. Outside of his advisory role, he is principal and owner of AM Financial Group, which focuses on group and individual benefits including medical, health, and dental coverage, and he also serves as a financial consultant for Ashar Group Life Settlement. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a range of third-party advisory programs and asset managers, delivering customized investment solutions through a network of representatives.

Matthew Preddy is a financial advisor with Robert W. Baird & Co. in Glen Allen, VA, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior roles include positions at Financial Engines Advisors, EF Legacy Securities, Edelman Financial Services, TD Ameritrade Investment Management, UBS Financial Services, and Waddell & Reed. Outside of advising, he is a limited partner and investor in Court Street Restoration, LLC. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and custody services, employing manager-traded and model-traded SMA strategies alongside tax-management and direct-indexing capabilities.

Robin Gnatowsky is a financial advisor with Accounting Advisory Services, L.L.C., holding a Series 65 designation and 23 years of industry experience. She has been a licensed and practicing attorney since 1989, operating the Law Offices of Robin S. Gnatowsky. In addition to her advisory role, she maintains a full-time legal practice specializing in estate planning. Accounting Advisory Services, L.L.C. is an independent firm serving clients with personalized financial advisory services.

John Condon is a CFP® with seven years of experience in financial advisory. He has worked at Financial Freedom Planners since 2016 and has a concurrent role at Capital One beginning in 2009. Financial Freedom Planners is a small firm based in Glen Allen, VA, serving clients with personalized financial planning and investment services.

Charles Roberts is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Financial Freedom Planners in Glen Allen, VA. He holds the Series 63 and Series 66 licenses. Financial Freedom Planners is a small firm with two advisors focused on providing tailored financial planning and investment services.

David Budinger is a financial advisor at Financial Freedom Planners with one year of industry experience. He holds a Series 65 designation. Prior to his current role, he worked at Kinloch Capital, LLC and has experience in both the healthcare and home improvement sectors. Financial Freedom Planners is a small firm with two advisors, providing tailored financial planning services.