Cameron Murray is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank, Morgan Stanley, Centauri Health Solutions, CoStar Group Inc, and Jarchem Industries. Murray serves as a Club Director for the Rotary Club of Western Henrico in Richmond, VA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

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.

James Baber IV is a financial advisor with Raymond James & Associates in Richmond, VA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. Before joining Raymond James in 2017, he worked at Janney Montgomery Scott from 2011 to 2017. He serves on the boards of several nonprofit organizations, including the Ask Childhood Cancer Foundation and The Titmus Foundation, where he is involved in finance and investment-related activities. Raymond James & Associates provides financial planning and investment consulting to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program, with a focus that includes municipal and institutional consulting.

Jack Estep is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2013. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and emphasizes structured planning processes supported by firm-approved tools and models.

Christopher Alfano is a financial advisor at Morgan Stanley in Richmond, VA, with two years of industry experience. He holds a Series 66 designation and previously worked at OakHeart Financial Group. Outside of finance, he has experience working in golf course and recreational facility operations. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support its financial advisory services.

Scott Macmillan is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked within Wells Fargo entities since 2009. Outside of his advisory role, he owns and operates Macmillan Enterprises LLC, a personal finance-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning, using Wells Fargo research and planning tools to develop tailored recommendations for clients.

Robert Fischer is a financial advisor with Morgan Stanley in Richmond, VA, holding Series 63 and Series 65 licenses and possessing 37 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and with Citigroup Global Markets since 2006. Outside of his advisory work, Fischer engages in teaching the Six Hats thinking methods and authors a book titled *The Naked Portfolio Manager*. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

Gail Waldman is a CFP® with 24 years of experience in the financial industry, currently with Cambridge Investment Research Advisors since 2024. She previously led Waldman Financial Advisers for 16 years and has provided advisory services through Cambridge Investment Research, Inc. since 2008. Outside of finance, she works as a mediator for various issues in Maryland and Virginia and volunteers with a custom laser engraving business. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, providing both proprietary and third-party model strategies across multiple platform arrangements.

Isaiah Symeonides is a financial advisor with Wells Fargo Clearing and holds Series 63 and Series 65 licenses. He has two years of industry experience, including prior roles at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC. 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 a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Joseph Grappone is a financial advisor with Wells Fargo Clearing in Richmond, VA, holding a Series 66 designation and 16 years of industry experience. He has worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing in 2016. He serves on the James Madison University Finance & Business Law Executive Advisory Board, advising on finance and business curriculum. 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 products and bank deposit sweep options among its investment offerings.

Ryan Jenvey is a financial advisor at Cetera with seven years of industry experience. He holds the CFP® designation and Series 66 license. His prior experience includes roles at Securian Financial Services Inc and Virginia Asset Management. Outside of advisory work, he has served as an agent/broker for fixed insurance sales. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Lisa Little is a financial advisor with Wells Fargo Advisors who holds the Series 66 designation and has nine years of industry experience. She has been affiliated with Wells Fargo Clearing since 2016 and joined Wells Fargo Advisors Financial Network in 2026. Outside of her advisory work, she serves as an executor for her father's estate. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and uses proprietary research and tools to develop tailored recommendations.

Paul Hagen is a Planning Consultant at Fidelity Investments, where he has been serving since 2026. In this role, he focuses on building lasting partnerships with clients by guiding them through personalized financial planning and designing tailored strategies to bring clarity and simplicity to their financial lives while protecting and growing their wealth. Prior to his current position, Paul held several roles at Fidelity Investments, including Relationship Manager from 2024 to 2026, Financial Representative in 2024, and Financial Services Representative from 2023 to 2024. Before joining Fidelity, he gained experience as a Tax Intern at Deleon & Stang from 2022 to 2023. Outside of his professional work, Paul has interests in cars, fishing, motorcycles, outdoor adventures, skiing, and soccer.

Brandon Pope is a Series 66 credentialed financial advisor with Thrivent Investment Management, based in Midlothian, VA. He has experience working at Wells Fargo and Thrivent Financial since 2024. Outside of financial services, his background includes roles at the Virginia Cancer Institute and involvement with several community and church organizations. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing goal-based financial analyses and planning without discretionary trading authority. The firm allows clients to integrate planning with managed-account services under a consolidated billing option while maintaining separate service structures.

Gregory Snow is a financial advisor at Edward Jones with 11 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2014. Outside of his advisory role, he is a partner in a real estate venture focused on purchasing rental properties. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Malleri Temple is a financial advisor with Wells Fargo Clearing in Richmond, VA, holding Series 65 and Series 63 licenses and two years of industry experience. Prior to joining Wells Fargo Clearing, Temple has worked at Wells Fargo Bank, N.A. since 2011. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.

Kevin Williamson is a financial advisor with Ameriprise, holding a Series 66 designation and over 23 years of industry experience. He has been with Ameriprise and its affiliates since 1997. Williamson manages his practice through an S Corporation and oversees employee and marketing operations via a separate S Corporation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.