Robert Nodar is a financial advisor with Wells Fargo Advisors who holds a Series 66 designation and has 23 years of industry experience. His prior experience includes roles at Morgan Stanley Smith Barney LLC, Principal Funds Distributor, LPL Financial, and Charles Schwab. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients who meet net-worth thresholds and integrates advisory services with other financial products and referral channels.

Lucas Jones is a financial advisor at Raymond James Financial with 18 years of industry experience. He holds a Series 66 designation and has held roles at PJ Capital Partners LLC, where he is an owner and officer, as well as at Z3Capital Partners and Mahler Capital Management. His other business activity includes serving as president and 50% owner of PJ Capital Partners LLC, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm delivers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance through a unique affiliation with a municipal advisor.

Chase Giegling is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked at Charles Schwab & Co., Inc. for two years and has a background that includes time at Hilb Group and Walmart. He holds Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, investment options, and fiduciary services through a large network of financial advisors and branch offices nationwide.

Blair Rose is a financial advisor with Wells Fargo Clearing in Richmond, VA, holding Series 63 and Series 66 credentials and having 22 years of industry experience. Prior to joining Wells Fargo Clearing in 2023, Blair worked at Nationwide Investment Services Corporation for nine years and was involved with Outsyde Inc. Outside of the financial industry, Blair is engaged in commercial fishing through Bluewater Atlantic LLC, selling hook-and-line caught tuna. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and other sources.

Henry Miller IV is a financial advisor with RBC Capital Markets in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has been with RBC Capital Markets since 2008 and also works with City National Bank since 2018. Outside of his advisory role, he serves on the advisory board of the Massey Cancer Center and holds leadership positions in the Society of the Cincinnati in Virginia. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, and charitable organizations with tailored investment strategies that combine in-house and third-party managers, offering both discretionary and non-discretionary portfolio management along with financial planning and brokerage services.

Debbie Binney is a Wealth Management Senior Relationship Manager at Fidelity Investments. In her role, she serves as a primary point of contact for clients, focusing on delivering personalized service tailored to individual needs and preferences. She facilitates conversations about wealth and investment planning to assist multiple generations of families. Debbie has been with Fidelity Investments since 2016, initially working as a Private Wealth Management Relationship Manager before her current position beginning in 2017. Prior to joining Fidelity, she worked as a Relationship Manager at LPL Financial from 2011 to 2016. Outside of her professional responsibilities, Debbie's personal interests include spending time with friends and attending social events, parenthood, reading, and practicing yoga.

Leonard Mc Adams is a financial advisor with Edward Jones in Chester, VA, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. He has been with Edward Jones since 1992. Outside of his advisory role, he serves as a board member of the Chester Business Association. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a large network of financial advisors and branch offices, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Jeffrey Garner is a financial advisor at Morgan Stanley in Richmond, VA, holding Series 63 and Series 66 licenses with 18 years of industry experience. His prior roles include positions at Wells Fargo Clearing and First Clearing, LLC. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that incorporate scenario modeling without providing individual security recommendations as part of standalone planning.

Lauren Clark is a financial advisor at RBC Capital Markets with six years of industry experience. She holds a Series 66 designation and has worked previously at Wells Fargo Clearing and Wells Fargo Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm provides a range of advisory programs with discretionary and non-discretionary portfolio management, combining in-house and third-party investment managers tailored to clients’ risk profiles.

Celeste Hickman is a financial advisor at Fidelity with 15 years of industry experience. She holds the Series 63 and Series 66 designations and has been with various Fidelity affiliates since 2010. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Hill Mallory III is a financial advisor with Wells Fargo Clearing in Richmond, VA, holding Series 63 and Series 66 licenses and possessing 18 years of industry experience. He has been with Wells Fargo Clearing since 2016, following six years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Anthony Norr is an Investment Consultant at Fidelity Investments, a position he has held since 2026. In this role, he focuses on building meaningful relationships and providing clients with guidance tailored to their individual financial goals and circumstances. His approach emphasizes clarity and confidence throughout the financial planning process. Anthony has held several roles at Fidelity Investments, including Planning Consultant in 2025, Relationship Manager from 2024 to 2025, Financial Representative from 2023 to 2024, and Financial Services Representative in 2023. Prior to joining Fidelity, he worked as a Universal Banker at Atlantic Union Bank from 2022 to 2023 and as a Lead Disputes Representative at Capital One from 2018 to 2019. Outside of his professional work, Anthony enjoys camping, fitness, hiking, outdoor adventures, and volunteering.

John Green is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill Lynch. He serves on the investment committee of Willow Oaks Country Club and is a member of the board of directors and finance and investment committee at Saint Mary’s Ryken High School. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.

Michael Johnson Clyburn is a Senior Financial Advisor with the TWN Wealth Management Group at Merrill Lynch Wealth Management. Since joining Merrill in 2017, he has focused on advancing client goals by leveraging the products and services offered through Merrill and Bank of America. His role includes portfolio advisory services with a particular emphasis on alternative investments, as well as personal wealth planning and analysis. Michael holds a bachelor's degree with a double major in Mathematics and Psychology from Amherst College, where he was also a member of the varsity football team. He maintains the professional designation of Personal Investment Advisor (PIA). His client expertise encompasses areas such as retirement planning, family wealth management, tax minimization, and services tailored to endowments, foundations, non-profits, and small businesses. In addition to his professional responsibilities, Michael is involved with the Ridgewood High School Alumni Association. He lives in Red Bank, New Jersey, and spends his personal time with family and friends, enjoying activities such as boating, baseball, football, running, music, and travel.

Julene Amaya is a financial advisor with Edward Jones, holding a Series 66 designation and currently based in North Chesterfield, VA. She has been with Edward Jones since 2025 and has prior experience working in educational roles at the University of Richmond and L.C. Bird High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of household types and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs and investment strategies through a large network of advisors and branch offices nationwide.

Henry Shores Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and with 45 years of industry experience. He has worked at Wells Fargo Clearing since 2022 and previously spent nine years with Ameriprise Financial Services. 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 a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Jordan Chalkley is a CFP® with six years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing. His prior experience includes roles at Headland Capital, LPL Financial, Fidelity Investments, Morgan Stanley, and Bank of America. He also spent time preparing for the CFP exam and worked at Hampden-Sydney College early in his career. 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 employs an IPS-driven advisory process grounded in modern portfolio theory and offers both discretionary and non-discretionary investment options, including insurance-related vehicles and bank deposit sweep programs.

Timothy Johnson Jr. is a CFP®-designated financial advisor with 13 years of industry experience. He is currently affiliated with Cetera and has prior experience at Minnesota Life and Securian Financial Services Inc. In addition to his advisory role, he sells life, health, disability, and fixed annuity insurance products. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, with over $256 billion in assets under management.

Thomas Doukas is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on advising clients at every stage of life and empowering them to define, plan for, and achieve their goals. Thomas provides financial guidance tailored to the individual needs of his clients. He holds a Bachelor's Degree from Hofstra University. Thomas is committed to supporting his clients through comprehensive wealth management strategies aligned with their personal objectives.

Jonathan Headley Jr. is a financial advisor at Merrill in Richmond, VA, holding Series 63 and Series 66 credentials with eight years of industry experience. His prior work includes roles at JPMorgan Chase Bank and JPMorgan Securities, as well as positions at Nasdaq Dorsey Wright and Kelly Services Global. 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, offering model-based and discretionary investment strategies for a range of clients including individuals and charitable organizations.