Claire Bundy is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 15 years of industry experience. She has held roles at firms including Atlantic Union Financial Consultants and Middleburg Investment Services. Bundy also serves as a Senior Registered Client Assistant at Atlantic Union Bank. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm uses risk profiling and analytical tools for tailored, non-discretionary planning and investment consulting, and supports a range of advisory programs across a large advisor network.

Timothy Mullins is a CFP® professional with 45 years of industry experience, currently with Wells Fargo Advisors since 2024. He previously worked at Wells Fargo Clearing and WELLS FARGO ADVISORS LLC. Mullins serves on the Finance Committee and is Investment Committee Chairman for Feed More, a Richmond-based nonprofit organization. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, risk, and business-owner transition planning. The firm combines advisory services with various financial products and referral channels to serve its clients.

Nathaniel Billups is a financial advisor at Edward Jones in Ashland, VA, holding the Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2009. Outside of advising, he owns a personal photography business and is a partner in a real estate partnership developing a commercial building that will house his Edward Jones branch. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm operates nationally with a large network of advisors and branch offices, managing approximately $1.01 trillion in assets.

Alison Garter is a financial advisor at Edelman Financial Engines with four years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Edelman Financial Engines and its predecessor firms since 2015. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios, serves a large client base through advisor-led and online platforms, and offers employer-facing retirement plan consulting and education.

Paul Jorgensen is a financial advisor at OSAIC with 35 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Securities America Advisors, Securities America Inc., and NEXT Financial Group Inc. since 2002. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to multiple investment platforms. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary account management across a broad investment spectrum.

Taylor Warren is a CFP® credentialed advisor at Raymond James Financial with seven years of industry experience. He has worked at several firms, including Northwestern Mutual Investment Services and Valmark Securities. Outside of his advisory role, he serves as a committee member organizing alumni events for Hampden-Sydney College. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and corporations. The firm employs tailored, non-discretionary planning using analytical tools to support client goals and maintains notable municipal and public-finance advisory capabilities.

John Sicat is a financial advisor with LPL Financial in Glen Allen, VA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with LPL Financial since 2002. Outside of finance, he has worked as a movie extra. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Paul Kelly is a financial advisor at OSAIC with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at F3Logic, LLC, Independent Financial Group, LLC, and National Planning Corporation. Outside of his advisory role, Kelly serves as power of attorney for his parents, managing their financial affairs and insurance benefits. OSAIC serves a wide range of clients including individuals, high-net-worth investors, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, using asset-allocation tools and third-party platforms to manage diversified portfolios on both discretionary and non-discretionary bases.

Christian Dundas is a CFP® professional with 21 years of industry experience, currently affiliated with LPL Enterprise. His prior roles include lengthy tenures at The Prudential Insurance Company of America and Pruco Securities, LLC. He maintains an incidental business entity, Dundas & Rikkola Financial Services, LLC, used for tax and investment-related purposes. LPL Enterprise serves a diverse client base ranging from individuals and retirement plans to corporations and institutional clients, providing advisory and brokerage services through a platform that integrates financial planning, model portfolios, and access to third-party asset management programs.

Kenneth Moorefield III is a CFP® professional with 13 years of experience in financial advising. He is currently with Raymond James Financial and previously worked at Edward Jones for 11 years. He also serves as President of Moorefield Wealth Management, an independent wealth management and financial planning firm. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs tailored, non-discretionary planning and uses advanced analytical tools to support client goals.

Juan van Schalkwyk is a Financial Consultant at Fidelity Investments. He has worked in various roles within the company since 2023, including Investment Consultant, Investment Solutions Representative I, and Customer Relationship Advocate. Juan works with clients to develop personalized financial strategies to build, manage, and protect their wealth. Born in South Africa and moving to the United States as a teenager, Juan brings his personal experience with financial challenges to his professional work. He emphasizes clear communication, proactive outreach, and trusted guidance in supporting clients' financial goals. Outside of his professional role, Juan enjoys activities such as spending time at the beach, family activities, exploring food, social events with friends, and outdoor adventures.

Christian Strom is a financial advisor with Charles Schwab who holds Series 63 and Series 66 designations and has 11 years of industry experience. He has worked at several firms, including Voya Investment Management and Sterling Capital Management, before joining Charles Schwab in 2021. Charles Schwab & Co., Inc. serves primarily 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 both non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and due diligence from the Schwab Center for Financial Research.

Michael Anliker is a CFP® with 27 years of industry experience, currently serving at Cetera since 1999. He also owns and manages a CPA firm specializing in tax preparation and planning services. Additionally, he holds a role as an elected board member of a local office condominium homeowners association. Cetera Investment Advisers LLC is an SEC-registered firm that provides a broad range of investment and retirement services through a nationwide network of independent advisors, serving individual, corporate, charitable, and institutional clients. The firm offers access to multiple portfolio management options, including model portfolios, third-party managers, and bespoke strategies, with oversight covering discretionary and non-discretionary accounts.

Noah Fletcher is a financial advisor with Mass Mutual Investors Services in Glen Allen, VA, holding a Series 66 designation and five years of industry experience. His prior roles include positions at J.W. Cole Advisors, Valic Financial Advisors, and MassMutual Life Insurance Company. Outside of his advisory work, he coaches varsity football at Goochland High School and serves as a director for the Goochland Football Foundation, a nonprofit organization focused on community engagement and fundraising. MML Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser affiliated with MassMutual, providing financial planning and asset management services to individuals, business owners, and charitable organizations. The firm emphasizes collaborative, goal-driven planning using firm-approved analytical tools, offering a range of educational and event-driven planning programs.

Christopher Han is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2012. He provides comprehensive financial planning services, partnering with clients to develop strategies aimed at building and protecting wealth, as well as creating giving plans aligned with clients' values. Christopher adjusts these plans as clients' circumstances and opportunities evolve to help keep financial goals on track. His professional experience includes positions as a Licensed Personal Banker 2 at Wells Fargo Bank from 2010 to 2012, and earlier roles as a Financial Advisor at Virginia Asset Management, UBS Wealth Management, and Ameriprise Financial between 2007 and 2010. This background supports his expertise in financial consulting and wealth management. Outside of his professional work, Christopher's personal interests include cars, family activities, fitness, and soccer.

Paige Harrison is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC. Outside of her advisory role, she is involved in managing a rental property jointly owned with her spouse. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Richard Cota III is a financial advisor with Equitable Advisors in Richmond, VA, holding a Series 66 designation and five years of industry experience. His background includes roles in mortgage services and hospitality prior to joining Equitable Advisors in 2021. Equitable Advisors serves individual, corporate, and institutional clients with financial planning, retirement plan consulting, and various asset management programs, utilizing both proprietary and third-party investment models and offering ERISA fiduciary services through credentialed advisors.

Thomas Kampfmueller Jr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and possessing 34 years of industry experience. Prior to joining Cambridge in 2017, he worked for 1 St Global Insurance Services and affiliated firms for 14 years. He also operates as an independent insurance agent in Richmond, VA. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services delivered through independent Financial Professionals, utilizing various portfolio management programs and tactical investment strategies.

Alexander Joseph is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. He previously worked at UBS Financial Services and has professional experience that includes roles outside finance in education and hospitality. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs, and it serves as an advisor to multiple registered funds.

Nicholas Yellets is a financial advisor with Equitable Advisors in Richmond, VA, holding a Series 66 designation and seven years of industry experience. Prior to joining Equitable Advisors in 2019, he held roles at AXA Advisors, Packsaddle Ridge Golf Club, Corolla Watersports, and Zocalo. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and asset-management programs. The firm uses a network of Investment Adviser Representatives to deliver personalized advice and access a range of third-party asset management programs and products.