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® professional with seven years of industry experience, currently advising at Raymond James Financial. His prior roles include positions at Northwestern Mutual Investment Services LLC and Valmark Securities, Inc. He serves as a committee member for Hampden-Sydney College, where he assists with alumni engagement activities. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning services supported by analytical tools and has specialized capabilities in municipal finance and SIMPLE IRA employer advisory programs.

John Sicat is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with LPL Financial since 2002. Outside of advising, he has worked as a movie extra since 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and access to third-party asset managers, supported by a large network of advisors and operational tools.

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®-designated financial advisor with 22 years of industry experience. He is currently with LPL Enterprise and has previously worked at The Prudential Insurance Company of America and Pruco Securities, LLC. Dundas is involved in Dundas & Rikkola Financial Services, LLC, a limited business entity used for tax and investment purposes. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm’s model-driven investment approach incorporates portfolios developed by LPL’s Research Department and third-party strategists, and it offers services such as financial planning, access to third-party asset managers, and participation in wrap 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 at Wells Fargo Advisors with 11 years of industry experience. She holds Series 63 and Series 66 registrations and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services that include retirement, education, risk management, and specialized planning areas. The firm utilizes proprietary research and planning tools to develop tailored recommendations, with clients having flexibility in implementation through various brokerage and advisory 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.

John Bayarski is a CFP® with eight years of industry experience, currently serving as a financial advisor at LPL Financial. He previously worked at Commonwealth Financial Network and has a background with Aramark Corp. In addition to his advisory role, Bayarski is involved with Strategic Tax Planning, Inc., a tax preparation and accounting business. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a wide range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Mark Barnett is a financial advisor with Ameriprise in Glen Allen, VA, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, Barnett is involved in business ownership, including The Westerre Group, LLC, an investment-related pass-through entity, and MaKe Enterprises, LLC, a real estate business. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, delivering tailored recommendation reports through a centralized consulting team. The firm combines quantitative modeling, tax-efficient strategies, and asset management to support client retirement income needs.

Matthew Brotherton is a financial advisor with Osaic who holds Series 63 and Series 65 licenses and has 25 years of industry experience. He worked at SII/John Hancock Financial Services from 2000 to 2018 before joining Osaic. He is also involved in insurance and investment-related businesses through ownership and leadership roles in several related entities. Osaic Wealth, Inc. serves a diverse clientele including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a variety of portfolio construction tools and offers access to third-party money managers and managed account solutions.

Aran Massengill is a financial advisor at Osaic with one year of industry experience and a Series 66 designation. Prior to joining Osaic, he worked briefly with Hermitage Wealth Management and has held various roles including client services specialist. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, retirement plan consulting, unified managed accounts, and access to multiple third-party money managers, employing a range of portfolio construction tools and investment options.