Robert Jean is a financial advisor at Edward Jones in Richmond, VA, holding the ChFC® designation along with Series 65 and Series 63 licenses. He has 22 years of industry experience with prior roles at Wells Fargo Clearing Services and White Lodging. Outside of advising, he has worked in hospitality as a banquet server and bartender at various venues. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Charles Blades is a Senior Financial Advisor affiliated with Merrill Lynch Wealth Management. He brings extensive experience in delivering customized wealth management strategies tailored to the unique needs of each client. Charles and his team employ a holistic approach that encompasses clients’ goals, risk tolerance, liquidity requirements, and personal interests in order to help them achieve their financial objectives and plan effectively for the future. Charles holds a Bachelor’s degree from Georgia Southern University and maintains the Personal Investment Advisor (PIA) designation. Outside of his professional responsibilities, he is involved in community organizations including the YMCA, VSGA, Read to Them, and FeedMore. His personal interests include biking, golfing, music, tennis, and traveling.

Anne Bouley is a financial advisor at Morgan Stanley with 39 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs a structured planning process supported by proprietary tools and manages approximately $2.74 trillion in client assets.

James Smith is a financial advisor at LPL Financial with four years of industry experience. He holds a Series 66 designation and has worked at LPL Financial and Appomattox Wealth Management since 2020. Prior to his financial advisory career, he was employed in landscaping and education roles. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

Peter Blum is a financial advisor at Merrill with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Merrill Lynch, Pierce, Fenner and Smith Incorporated since 2012 and Bank of America, N.A. since 2013. Merrill, together 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Patrick Coor is a financial advisor with LPL Financial in Richmond, VA, holding a Series 66 designation and nine years of industry experience. He previously worked at MML Investors Services and Mass Mutual Life Insurance Company. Outside of his advisory role, he is involved with ALCO Wealth Management, a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by model portfolios and research.

Sean Danowski is a CFP® and Series 66-registered financial advisor with Edward Jones, based in Midlothian, VA. He has seven years of industry experience, including roles at Genworth Financial before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kenneth Cadden is a financial advisor with Morgan Stanley in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

Christina Goodman is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individual and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.

Dallas Wilson is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. He has three years of industry experience, including roles at JPMorgan Chase Bank and Wells Fargo. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services alongside affiliated brokerage and investment management capabilities.

Ingrid Kessener is a CFP® professional with 11 years of industry experience, currently serving at Edward Jones since 2014. She also has a long-standing role at Virginia Wayside Furniture, where she has been involved since 1995. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Patrick Thompson is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and nine years of industry experience. His prior work includes roles at Bank of America, Merrill, and service in the US Navy Reserves since 2014. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Gwendolyn Belle is a financial advisor at Morgan Stanley in Richmond, VA, holding Series 63 and Series 65 licenses with 22 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and First Clearing, LLC. 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 research to model potential outcomes.

E Cockrell Jr. is a financial advisor with Morgan Stanley in Richmond, VA, holding Series 63 and Series 65 licenses and having 36 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Morgan Stanley & Co., Incorporated, and IA Dean Witter Reynolds Inc. since 1991. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and methodologies such as Monte Carlo simulations to support its services.

Christopher Brennan is a financial advisor with Ameriprise in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he has involvement in real estate ownership unrelated to investment activities. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm offers a range of advisory, brokerage, and insurance solutions and uses a centralized consulting team to deliver tailored, research-driven retirement income recommendations.

Fletcher Allen is a financial advisor at Edward Jones with five years of industry experience. He holds the Series 65 and Series 66 designations. Prior to joining Edward Jones in 2022, he worked at James River Wealth Advisors and operated Allen Financial Coaching. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products.

Nayeli Ayala is a financial advisor with Fidelity Investments, holding a Series 66 designation and beginning her advisory career in 2026. Her prior work experience includes roles at Runnymede Corporation, Panera Bread, and James Madison University. Fidelity’s Strategic Advisers LLC serves a broad client base including retail and institutional investors, offering services such as discretionary portfolio management and fund advisory. The firm utilizes a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Sara Johnson is a financial advisor at Merrill with 18 years of industry experience. She holds a Series 66 designation and has previously worked at Private Capital Management, LLC, South State Advisory, South State Wealth, Bb&T Securities, LLC, and Truist Bank. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Marc Wein is a Financial Advisor at Merrill Lynch Wealth Management. He works with clients to develop personalized investment strategies aimed at pursuing their financial goals. Marc provides investing advice and access to Bank of America services, including banking and lending. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Brigham Young University. Marc's approach focuses on understanding what matters most to individuals and families to create tailored financial strategies.

Mark Lange is a financial advisor with Morgan Stanley in Richmond, VA, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, Lange serves on the investment committee of a local nonprofit and owns several rental properties. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and methodologies.