Eric Watson is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on developing strategies to help clients pursue their short-, mid-, and long-term financial goals. He serves as a resource for a range of financial needs including general investing, retirement planning, and saving for unexpected events. Eric also facilitates access to Bank of America specialists for banking, credit, home financing, and small business solutions. Eric holds a Master of Business Administration (MBA) from Seton Hall University and a Bachelor's Degree from Saint Peter's College. He carries the professional designation of Personal Investment Advisor (PIA).

David Simpson is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory role, he coaches soccer at Short Pump Middle School in Glen Allen, VA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Chelsea Foster is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at Wells Fargo Bank, N.A. from 2016 to 2021. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending strategies.

Kim Mccauley is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Ameriprise Financial Services, Inc. for nine years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA 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 incorporates modern portfolio theory, with a fiduciary role when providing investment advice.

Brantley Deberry is a financial advisor at Wells Fargo Clearing in Richmond, VA, holding Series 65 and Series 63 licenses. He has experience with several firms, including Wells Fargo Bank, TDB, M&T Bank, New York Life, and Allstate. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and supports both brokerage and advisory solutions.

Paul Higgins is a financial advisor with UBS Financial Services in Richmond, VA, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with UBS since 2007. Outside of his advisory role, Higgins has served on the board of a historic movie theatre and held leadership roles in local charitable organizations including the Boy Scouts of America and several foundations focused on community development in the Roanoke region. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans. The firm operates across multiple capacities including brokerage, investment advisory, futures commission merchant activities, and capital markets services.

Jillian Prillaman is a Series 66-licensed financial advisor at UBS Financial Services with six years of industry experience. She has worked at UBS since 2020 and previously held positions at Northeast Construction Inc., Sam Miller's, and Jefferson Properties. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets, custody, and research resources.

Joseph Brockman Jr. is a CFP® certificant with 22 years of industry experience and has been with Raymond James & Associates for 13 years. He is based in Richmond, VA and holds the Series 66 designation. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals—including high-net-worth clients—as well as institutional, pension, charitable, and municipal clients, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Joel Wise is a financial advisor with Fidelity who holds Series 63 and Series 66 licenses and has 15 years of industry experience. He has been associated with Fidelity Investments since 2010 and currently works with Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to both retail and institutional clients, including management of IRS-qualified Charitable Gift Funds and registered investment companies. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs, and holds distinctive roles such as CFTC registration and advisory functions for multiple registered investment companies.

Andrew Donnelly Jr. is a financial advisor at LPL Financial with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and diverse investment strategies.

Randall Tootle is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has served as a Financial Advisor since 1999. He specializes in areas including college education planning, family wealth management strategies, liquidity management, and portfolio management services. Randall holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc., as well as the designation of Retirement Benefits Consultant and Personal Investment Advisor (PIA). Prior to his career in financial advisory, Randall worked for Anheuser Busch in a business consulting role across various markets in the Southeast. He is a graduate of Florida International University, where he also played soccer. Randall resides in Chesterfield with his wife, Shannon, and their two sons.

Chad Cieslewicz is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has been assisting clients since 2015. He focuses on simplifying the financial lives of high-net-worth individuals by providing customized strategies that address investments, education planning, retirement income, and wealth transfer. Chad works closely with clients on estate planning and tax minimization strategies, collaborating with their other professional advisors to optimize financial resources effectively. Chad's areas of expertise include college education planning, divorce transition planning, equity compensation services, family wealth management strategies, legacy planning, personal retirement planning, portfolio management, socially responsible and ESG investing, tax minimization, and retirement income. He holds professional designations as a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a bachelor's degree in finance from Christopher Newport University, where he was also a member of the football and rugby teams. Chad resides in Richmond, Virginia with his fiancée, Mallory. In his free time, he enjoys football, golfing, and spending time with his family.

John Foster IV is a financial advisor with Raymond James & Associates in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he serves as treasurer for St. Martin's In The Field, a summer chapel in Richmond, and is a director on the board of the Virginia Retirement System. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering tailored financial planning and consulting services with a range of portfolio management styles and affiliated research resources.

Jason Habel is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds the Series 66 designation and has worked at various Morgan Stanley entities since 2001, including Morgan Stanley Private Bank, N.A., and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured planning tools and investment research, managing approximately $2.74 trillion in client assets.

Susan Ann Bradshaw is a financial advisor with Wells Fargo Advisors in Richmond, VA, holding a Series 66 designation and seven years of industry experience. She has been with Wells Fargo Advisors since 2020, following twenty years at WELLS FARGO Advisors, LLC. Outside of her advisory role, she serves on the finance committee of River Road United Methodist Church. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including cash-flow, retirement, education, and niche planning such as business-owner transition and special-needs analysis.

Dragan Uzelac is a financial advisor at UBS Financial Services with nine years of industry experience. He holds the Series 66 designation and has worked at UBS since 2018, following roles at Merrill and Bank of America. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and mutual fund distribution. The firm combines institutional trading capabilities with wealth management, offering a broad range of services supported by proprietary research and capital markets expertise.

Sophia Crowe is a financial advisor with Wells Fargo Clearing in Richmond, VA. She holds a Series 66 designation and has been in the industry since 2023, with prior experience at Contractors USA Incorporated and involvement with the YMCA. She also attended James Madison University from 2021 to 2025. 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 approach 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.

Kelly Ross is a financial advisor at Morgan Stanley with 18 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved tools to model financial outcomes.

William Cabell II is a financial advisor at RBC Capital Markets in Richmond, VA, holding a Series 66 designation with eight years of industry experience. He previously worked at City National Bank and has been with RBC Capital Markets since 2017. Outside of his advisory role, he serves as an officer in the Rotary Club of Richmond, holding positions as club secretary, president-elect, and president for the 2025-2026 term. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple wrap fee advisory programs tailored to clients’ risk profiles, combining in-house and third-party investment resources along with integrated lending and cash management options.

Guy Miller is a Senior Financial Advisor at Merrill Lynch Wealth Management with 47 years of experience in the financial services industry. He works as part of a three-professional team, including his son and a sales assistant, collectively bringing 74 years of expertise. The team focuses on diversified, balanced equity portfolios tailored to individual client needs. Mr. Miller’s areas of expertise include college education planning, family wealth management strategies, LGBT wealth planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, sports and entertainment, and retirement income. He holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree in General Management from Georgia Tech, part of the University System of Georgia. Outside of his professional role, Mr. Miller has personal interests in boating, fishing, football, and hunting.