William McCarthy is a financial advisor at Fisher Investments with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services LLC, Academy Securities, Inc., and Alembic Global Advisors. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized Investment Policy Committee to construct globally diversified portfolios and employs tax-aware processes and risk management strategies including derivatives and tax-loss harvesting.

Alan Markfeld is a financial advisor with Wells Fargo Advisors in Richmond, VA, holding Series 63 and Series 66 registrations. He has 28 years of industry experience with prior roles at firms including OSAIC, Triad Advisors, Gallagher Fiduciary Advisors, and Delaware Distributors. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients meeting certain net-worth thresholds, using Wells Fargo research and planning tools to develop recommendations delivered through meetings and written summaries.

Kathleen Burton is a Series 66-licensed financial advisor with UBS Financial Services in Richmond, VA, and has 20 years of industry experience. She has been with UBS since 2008. From 2012 to 2015, she was involved with Stella & Dot, a jewelry sales business. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and provides various capital markets and custody services.

Colleen Leithren is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and six years of industry experience. She has been associated with PFS Investments Inc. since 2020 and Primerica Financial Services since 2017. Outside of her advisory role, she is a business owner of Three in Me and an author of the Daily Quest devotional. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm delivers advisory services through a large network of advisors using model-based strategies managed by unaffiliated asset managers.

Nicholas Stiefel is a financial advisor at OSAIC with eight years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining OSAIC in 2023, he worked at Sagepoint Financial, Inc. and Mass Mutual, as well as at the University of Virginia. OSAIC serves a broad client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services, utilizing a range of asset-allocation tools, third-party money managers, and portfolio management platforms.

Edward Booth is a financial advisor at Merrill with Series 65 and Series 66 credentials and seven years of industry experience. He previously worked at Bank of America Private Bank for ten years. Booth serves as a board member of the CFA Society Virginia and holds leadership roles with The Nature Conservancy Virginia and the Capital Region Land Conservancy, engaging in environmental and conservation efforts. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a wide range of individual and institutional clients.

Noah Destefano is a financial advisor with LPL Financial who holds a Series 66 credential and has 19 years of industry experience. He has been with LPL Financial since 2013 and also has a role at Averett University since 2011. 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 a range of financial planning, advisory programs, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Joseph Craft is a financial advisor at Edward Jones in Midlothian, VA, holding CFP® and Series 66 designations with six years of industry experience. His prior roles include positions at BB&T and Forestors Financial. Outside of advising, he is a landlord for a residential property he owns in Richmond, VA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Kamran Raika is a financial advisor with Wells Fargo Advisors in Richmond, VA, holding Series 63 and Series 65 licenses and has 32 years of industry experience. He has been with Wells Fargo Advisors and its related entities since 2009. Outside of his advisory work, Raika is a co-owner of Ghanshyam Hospitality LLC, which owns a Hampton Inn hotel, serving as a silent partner. 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 planning menu including specialized services such as business-owner transition planning and special-needs analysis, delivering tailored recommendations supported by Wells Fargo research and planning tools.

Casey Farmer is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2018. Prior to that, he was briefly with Wells Fargo Clearing and was involved with Tradition Brewing Company from 2016 to 2018. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates into Bank of America’s broader platform, providing access to a wide array of financial products and services.

Bruce Arnett is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, delivering both non-discretionary and discretionary solutions. The firm’s advisory process is driven by investment policy statements and modern portfolio theory, offering a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Jason Pruden is a CFP® and ChFC® with 20 years of industry experience. He is currently with OSAIC and previously worked at Royal Alliance Associates, Inc. and John Hancock Financial Network. He also serves as an advanced planning consultant for Capitol Financial Solutions and acts as an agent under a power of attorney for a family member. OSAIC serves a diverse client base including individual and institutional investors, offering a range of brokerage, investment advisory, and financial planning services through a large network of affiliated advisers and multiple platforms. The firm utilizes asset-allocation tools and automated rebalancing to construct portfolios that may include various asset classes and supports both discretionary and non-discretionary account management.

Charles Bugg is a financial advisor with Morgan Stanley in Richmond, VA, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Morgan Stanley in 2025, he worked with Northwestern Mutual and related entities from 2022 to 2025. Outside of his advisory roles, he has served in educational and camp settings, including Collegiate School and Camp Rivers Bend. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutional clients, with around $2.74 trillion in client assets. The firm’s financial planning services use structured discovery and firm-approved tools to develop tailored plans, emphasizing an advisory role in planning without providing individual security recommendations as part of standalone plans.

Wendy Poole is a financial advisor at Ameriprise with seven years of industry experience. She holds the Series 66 designation and has worked at Ameriprise and its affiliated entities since 2017, with prior experience at TFA Associates, LLC. Outside of her advisory role, she is involved in managing a body repair and paint shop, County-Line Collision Center, LLC. Ameriprise is a large institutional firm offering retirement-income planning services primarily for clients with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations tailored to clients’ income needs and asset allocations.

Nicole Frost is a financial advisor with Thrivent Investment Management in Midlothian, VA, holding a Series 66 designation and three years of industry experience. Her prior work includes roles at CarMax, Inc. and Jamberry. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning addressing various financial topics without implementing recommendations, allowing clients to combine planning with managed-account services under a consolidated billing option called WealthPlan.

Robert Schinsky is a financial advisor with Ameriprise in Richmond, VA, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he is a co-owner of Red Gator LLC, which manages his Ameriprise business, and he operates Spotted Hound Inc., an S corporation established for tax-efficient management of his advisor compensation. Ameriprise offers specialized retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to produce customized recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Christopher Campbell is a CFP® with nine years of industry experience currently serving as a financial advisor at Morgan Stanley in Richmond, VA. His prior experience includes nine years at Edward Jones and two years at Campbell, Bonner & Associates. He also worked with the Commission on Accreditation in Physical Therapy Education for four years. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer offering a range of advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and market-based modeling techniques.

Elizabeth Tyler is a financial advisor with Wells Fargo Clearing in Richmond, VA, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wachovia Bank, N.A. since 2002. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and includes both discretionary and non-discretionary options, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Samantha Dunn is a Financial Advisor at Merrill Lynch Wealth Management. She joined Merrill in 2021 after completing the Bank of America and Merrill Lynch Wealth Management Internship Program, which provided her with experience across multiple divisions including Consumer and Small Business Banking and Consumer Investments. Samantha holds the Personal Investment Advisor (PIA) designation. She earned a B.S. in Business Administration with a concentration in Finance and a minor in Leadership Studies from Christopher Newport University. During her time at university, she served as Chief Financial Officer of the Captain's Educational Enrichment Fund, managing a large portfolio of the school's investments and leading a team of student analysts. Samantha focuses on areas such as education planning, family wealth management strategies, liquidity management, and socially responsible investing including ESG. She leverages investment planning technology and assists clients in utilizing financial planning apps to provide personalized portfolio strategies and tailored education. Outside of work, she is involved with Impact100 Richmond and resides in Richmond, VA with her husband and dog Fenway.

Judith Staufer is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and 18 years of industry experience. She has been with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and proprietary modeling techniques in its financial planning process.