Dustin Smith is a financial advisor at Wells Fargo Clearing in Richmond, VA, holding Series 63 and Series 65 credentials with one year of industry experience. Prior to joining Wells Fargo, he worked in the insurance sector for nearly a decade, including roles at Liberty Mutual Insurance Company and Comparion Insurance Agency. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and utilizes research from Wells Fargo Investment Institute alongside third-party data to guide its investment approach.

David Bonjo is a financial advisor with Morgan Stanley in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including customized financial planning supported by structured discovery conversations and firm-approved tools.

Jason King is a CFP® professional with 26 years of experience, currently serving at Ameriprise since 2009. He holds Series 65 and Series 63 licenses and is based in Richmond, VA. Outside of his advisory role, he makes his personal residence available occasionally for commercial or film location shoots. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement planning advice focused on income reliability and tax-aware withdrawal strategies.

Dalton Kitchen is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has prior experience with Bank of America and First Command Advisory Services. Dalton is a co-owner of a rental property in Richmond, Virginia, with non-family members. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Terrance Edwards is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 licenses and 16 years of industry experience. His prior work includes roles at City National Bank, Edward Jones, Cary Street Partners, and Wells Fargo Advisors. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers tailored advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing a mix of in-house and third-party investment managers.

James Cox III is a financial advisor with LPL Financial in Richmond, VA, holding Series 63 and Series 66 credentials and possessing 28 years of industry experience. He has been with LPL Financial since 2006. He serves as a for-profit board member of Riskalyze. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies within its investment approach.

Ethan Greene is a Planning Consultant at Fidelity Investments, where he has been serving since 2025. He works closely with clients to build meaningful, long-term relationships by understanding their unique personal and financial circumstances. By gaining insight into clients' values, priorities, and financial goals, he helps establish financial plans and review strategies to empower clients to pursue their goals with confidence and clarity. Prior to his current role, Ethan held positions at Fidelity Investments as a Relationship Manager from 2024 to 2025 and as a High Net Worth Service Associate from 2023 to 2024. Before joining Fidelity Investments, he worked as a Financial Professional at Equitable from 2020 to 2023. Outside of his professional career, Ethan's personal interests include food, social events with friends, music, outdoor adventures, and soccer.

Alexander Daniel is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he held various roles including ownership in restaurant businesses and positions at Primis Bank and Longwood University. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes a range of advisory programs, many implemented by third-party managers, and offers services covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

John Wick IV is a financial advisor with Wells Fargo Clearing in Richmond, VA, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His career includes roles at Wells Fargo Advisors LLC and Wachovia Bank, N.A. He serves on the Investment and Finance Committee of the Science Museum of Virginia. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory and tailored to plan-specific objectives and risk tolerances.

Tanner Leary is a financial professional with five years of industry experience, currently affiliated with Cetera. He holds the Series 66 designation and has worked with firms including Northstar Resource Group and Minnesota Life Insurance Company. Outside of his advisory role, Leary is involved in fixed insurance sales through an agent/broker position at North Star Consultants. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporations, charities, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by a network of over 10,000 advisors and managing over $256 billion in assets.

Robert Alcan is a financial advisor at Merrill with 23 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Bank of America, N.A. and Merrill since 2011. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional clients.

Jack Enoch Jr. is a financial advisor with RBC Capital Markets in Richmond, VA, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has been with RBC Capital Markets since 2008. Outside of his advisory role, he serves on the investment committee of the humanitarian organization The Order of St Johns American Priory and is a trustee emeritus at Randolph-Macon College. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers customized investment advisory programs that include portfolio management, financial planning, and custody services, using a combination of in-house and third-party managers alongside RBC’s capital markets resources.

Robert Basham Jr. is a financial advisor with Cetera, holding the Series 63 and Series 65 registrations and bringing 38 years of industry experience. He has worked at Cetera since 2023 and concurrently serves as a financial advisor at Virginia Asset Management since 2018. Basham also holds a board member position on the Citizens Transportation Advisory Committee in Richmond, Virginia. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, retirement services, and access to a variety of third-party managers through a multi-manager platform.

Cody Rankin is a financial advisor with Morgan Stanley in Richmond, VA, holding a Series 66 designation and seven years of industry experience. His career includes roles at J.P. Morgan Chase Bank and J.P. Morgan Securities, as well as previous positions at LPL Financial and Buehler & Berryhill Financial Partners. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured processes.

Patrick Dunbar is a financial advisor at Morgan Stanley with seven years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley since 2017, including time at Morgan Stanley Private Bank, N.A. prior to his current role. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client relationships and employer-sponsored financial planning agreements.

Tiana Smith Cluff is a Financial Advisor with Merrill Lynch Wealth Management in Richmond, Virginia. She holds the Certified Plan Fiduciary Advisor (CPFA) designation, Personal Investment Advisor (PIA) credential, and is a Retirement Accredited Financial Advisor (RAFA). Tiana specializes in retirement planning, wealth management, alternative investments, and employee/employer benefit strategies, serving business owners, executives, and high net worth families across the Richmond area. Her professional journey encompasses experience in banking, government support roles, real estate, and financial services. Prior to her current role at Merrill, she worked at Morgan Stanley, Bank of America, and in merchant services. Tiana earned a Bachelor's degree from Virginia Commonwealth University while beginning her career at Bank of America. Fluent in English and Spanish, she combines her analytical background and diverse industry experience to provide comprehensive financial guidance. Beyond her advisory work, Tiana is involved in community and professional organizations including the Virginia Opera and the VCU Women's Impact Network. She is committed to empowering women leaders and making financial planning accessible and understandable. Tiana resides in Richmond with her family and enjoys reading, traveling, and spending time with them.

Winata Wicker is a financial advisor with Ameriprise Financial Services in Richmond, VA, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. She has been with Ameriprise since 2009. In addition to her advisory role, she co-owns WB Elite Tax & Accounting, a business providing tax preparation and bookkeeping services. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that combines research, data, and algorithmic tools to deliver written retirement income recommendations and ongoing planning advice.

Daniel Caldwell is a financial advisor at Osaic Wealth, Inc. based in Richmond, VA, holding Series 63 and Series 65 licenses with 36 years of industry experience. His prior experience includes 17 years at Lincoln Financial Securities Corporation and over 38 years with Jefferson Pilot Insurance/Financial Services. Caldwell is also involved in insurance sales, offering various health and life insurance products alongside his advisory role. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and third-party solutions to manage diversified portfolios for individuals, institutions, and charitable organizations.

Jasmine Robinson is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 credentials and three years of industry experience. She previously worked at SunTrust Banks (now Truist) from 2016 to 2021. Outside of her advisory role, she operates a contracted dog boarding and walking service in South Chesterfield, VA. 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 provides both brokerage and advisory solutions.

Jordan Barck is a financial advisor with Wells Fargo Clearing in Richmond, VA, holding Series 63 and Series 66 licenses and having four years of industry experience. His prior roles include positions at Equitable Advisors, Carolina Capital Management, and Wells Fargo Advisors. 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 solutions based on research from Wells Fargo Investment Institute and third-party sources.