Matthew Mckenna is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked with Equitable Advisors since 2007, including its predecessor AXA Advisors. Outside of his advisory role, he serves as Director of the Warren Mckenna Foundation, a nonprofit organization that organizes an annual charity golf tournament, and participates on the Saint Bridget Athletic Board to support student access to sports. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm employs a network of Investment Adviser Representatives and uses a variety of third-party asset managers and advisory programs to implement client investment strategies.

Paul Sakellariou is a financial advisor at Ameriprise with 22 years of industry experience. He has held roles at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of his advisory work, he serves on the Board of Directors and as Treasurer for the Rutland Foundation and is involved in sports card investing. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Stephen Page is a financial advisor with Wells Fargo Clearing in Richmond, VA, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked with Wells Fargo Bank NA and Wells Fargo Clearing Services since 2012. Outside of advisory work, he has appeared in a local commercial related to a hospital patroned by his spouse and participates as a part-time driver for DoorDash. 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 combines research-driven investment evaluation with a broad platform offering brokerage and advisory solutions.

Mark Puccinelli Sr. is a financial advisor with Osaic Wealth, Inc. He holds the ChFC® designation and the Series 63 license, and has 30 years of industry experience. Prior to joining Osaic in 2025, he spent 12 years at Lincoln Financial Securities Corporation. He is also involved with Chartered Financial Planning Associates, Ltd., where he offers accident, health, disability insurance, fixed/indexed annuities, and traditional life insurance products. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors, offering brokerage, investment advisory services, financial planning, and retirement plan consulting through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios across various asset classes and supports both discretionary and non-discretionary accounts.

Robert Wheatley is a Series 66 licensed financial advisor with 18 years of industry experience. He has worked at LPL Financial since 2018 and previously held roles at Cetera Advisors LLC, Mass Mutual Investors Services, Hornor, Townsend & Kent, LLC, and Ameriprise. Outside of his advisory work, Wheatley is involved with a tech start-up focused on a wellness app. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of financial planning and investment management services through a large network of advisors utilizing various portfolio strategies and technology tools.

Taylor Beard is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. Prior to joining LPL Financial in 2019, he worked at Merrill and Bank of America, N.A. from 2015 to 2019, Mass Mutual Investors Services from 2009 to 2015, and Ameriprise from 2007 to 2009. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Stephen Spraker is a financial advisor with Raymond James & Associates in Richmond, VA, holding a Series 66 designation and 25 years of industry experience. His prior work includes roles at Scott & Stringfellow and Truist Investment Services. He also has a concurrent affiliation with Collegiate School. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering a range of financial planning and advisory services supported by extensive research and multiple portfolio management styles.

Ryan Klimek is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Securities America Advisors and Next Financial Group Inc. Klimek is also involved in insurance sales and services for fixed insurance products, including life, health, disability, long-term care, and annuities. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party managers to construct portfolios across various asset classes.

Brian Pulsifer is a financial advisor at Mass Mutual Investors Services with three years of industry experience. He holds a Series 66 designation and has previously worked at CarMax and Timmons Group. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers with financial planning, asset management, and educational programs. The firm structures financial planning as annual, collaborative engagements using firm-approved software and generally recommends investment categories and strategies without investment discretion.

Haider Sharifi is a CFP® professional with 20 years of experience, currently affiliated with Cambridge Investment Research Advisors. He has been with Cambridge since 2013. Outside of financial advising, Sharifi is a musician and owner involved in the music and entertainment industry, and he serves as treasurer for a local men’s golf association. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of portfolio management and model-based solutions tailored to client objectives.

Tristan Amatruda is a financial advisor at Ameriprise in Richmond, VA, holding a Series 66 designation with four years of industry experience. He has been with Ameriprise since 2020 and previously studied at the University of Virginia. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Chiles Mason Jr. is a financial advisor at Equitable Advisors with five years of industry experience and holds a Series 66 designation. Prior to joining Equitable Advisors in 2020, he held various roles including positions at Hampden-Sydney College, Cooper-Hurley Law Firm, Mass Mutual, and Jamestowne Investments. Outside of his advisory work, he occasionally assists with the bottling process for Cirrus Vodka in Richmond, VA. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm utilizes a range of advisory models, often implemented through third-party managers and platforms, and offers ERISA fiduciary services to qualified plans.

Chad Dean is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and nine years of industry experience. He has been with Ameriprise since 2016, working across both Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC. He is also a co-owner of RSTK, LLC and Kasch, Levitch, McAleer & Associates, LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written retirement income planning recommendations and ongoing advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Colen La Plante is a financial advisor with Mass Mutual Investors Services and holds Series 63, 65, and 66 designations, bringing 34 years of industry experience. His prior roles include positions at Foreside Fund Services and Principal Funds Distributor. He serves as a board member for the Second Baptist Church Endowment, where he reviews and advises on the investment portfolio. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, and charitable organizations, among others. The firm emphasizes collaborative, goal-oriented planning supported by proprietary software and offers specialized programs such as divorce planning and estate-settlement services.

Alex Navarro Marquez is a financial advisor at OSAIC with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously with Lincoln Financial Securities, Robert Half, and Foresters Financial. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services across multiple platforms, using asset-allocation tools and risk-tolerance assessments to manage portfolios that include a wide range of investment types.

Angelica Snyder is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She previously worked at First Investors Corporation and has been with Cetera and its affiliated entities since 2019. Outside of her advisory role, she is co-owner of FirEver Pines LLC, a Christmas tree farm. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services across multiple program platforms and custodial relationships.

Audrey Keune is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. She has worked with LPL Financial and Abacus Financial since 2020. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, with advice delivered through a large network of investment adviser representatives.

William Anderson is a financial advisor with Wells Fargo Clearing in Richmond, VA. He holds Series 63 and Series 66 licenses and has 17 years of industry experience, including 10 years with Wells Fargo Clearing. He serves as a personal representative and executor for his son. 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 provides both brokerage and advisory solutions, utilizing research and analytics grounded in diversification and modern portfolio theory.

Brian Morgan is a Financial Consultant at Fidelity Investments, where he collaborates with individuals and families through a structured planning process to clarify priorities, establish goals, and create actionable financial plans. He focuses on providing guidance and disciplined execution to help clients make informed financial decisions and maintain focus on their priorities. Brian has been with Fidelity Investments since 2015, initially serving as an Investment Consultant before becoming a Financial Consultant in 2018. Prior to that, he worked as a Financial Advisor at LPL from 2014 to 2015 and at Edward Jones from 2010 to 2014. Outside of his professional work, Brian enjoys camping, fishing, golfing, and engaging in family activities, including parenthood.

Jacqueline Harrell is a financial advisor at Edward Jones in Richmond, VA, holding a Series 66 designation with one year of industry experience. Prior to her current role, she worked at Henrico County Public Schools and the YMCA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is known for its extensive retail advisor and branch network, as well as its affiliated capabilities beyond advisory services.