Jamie Stallings is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2019, following six years at Edward Jones. 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 tailored financial planning utilizing structured discovery processes and firm-approved tools.

Dora Saunders is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Her prior work includes a 15-year tenure at American Funds Service Company and roles at Bank of America and Truist Bank. She has been associated with a real estate business, York County LLC DBA KW Allegiance, as a realtor but has relinquished her license. Merrill, together with 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 institutions.

Daniel Kita is a financial advisor with Raymond James Financial in Williamsburg, VA. He holds the Series 66 designation and has three years of industry experience. Prior to joining Raymond James, his work history includes positions at Woodforest National Bank and TowneBank, among others. 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, and institutional clients. The firm emphasizes tailored, non-discretionary planning and consulting using risk profiling and analytical modeling tools.

Robert Lawrence is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2010. Outside of his advisory role, he is a member of an LLC that owns his branch office. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Jason Blanchard is a financial advisor with Edward Jones in Williamsburg, VA. He holds the ChFC® designation along with Series 63 and Series 66 licenses and has 20 years of industry experience, all with Edward Jones since 2006. Outside of his advisory role, he is the managing member of Wooden Turtles LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large national presence with more than 23,700 financial advisors and 15,000 branch offices.

Mary Twigg is a financial advisor with LPL Financial in Williamsburg, VA, holding a Series 66 designation and 28 years of industry experience. She has worked with C & F Bank since 2014 and concurrently with LPL Financial during the same period. 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 and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Chad Kozoyed is a financial advisor with Raymond James Financial, holding a Series 66 designation and eight years of industry experience. He has been with Raymond James Financial Services Advisory, Inc., Townebank, and Raymond James Financial Services, Inc. since 2018. Prior to this, he worked at Longwood University from 2014 to 2018. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical modeling and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Richard Overy is a financial advisor with Ameriprise in Williamsburg, VA, holding a Series 66 designation and 28 years of industry experience. He worked at Raymond James Financial Services from 2009 to 2024 before joining Ameriprise. Outside of his advisory role, he serves on the boards of Hospice House of Williamsburg and the Williamsburg Community Foundation, and is Vice Chairman of Advocates for a Live Performance Venue. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research and modeling with tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Robert Wilson Jr. is a CFP® credentialed financial advisor with 10 years of industry experience, currently affiliated with LPL Financial in Williamsburg, VA. He has been associated with LPL Financial and C&F Wealth Management since 2015. His other business activities include acting as an insurance producer with Ash Brokerage. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

Melissa Fletcher is a financial advisor at Raymond James Financial with eight years of industry experience. She holds the Series 66 designation and has worked at Raymond James Financial Services Advisors Inc. and Townebank. Fletcher is associated with brand names like Quill Private Wealth and Towne Wealth Management, though she does not have operational responsibilities in these entities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored, non-discretionary planning approaches with analytical tools to support client goals and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

Richard Maurer Jr. is a financial advisor at Morgan Stanley with 48 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, National Association since 2015, as well as Morgan Stanley Smith Barney LLC since 2013. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market simulations.

Brent Barth is a financial advisor at LPL Financial with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including Voya Financial Advisors and Virginia Company Financial Services. He is based in Williamsburg, VA. 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 advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.

Melissa Murchison is a financial advisor with LPL Financial in Williamsburg, VA, holding Series 63 and Series 66 credentials, and has seven years of industry experience. She has been with LPL Financial since 2024 and is also the owner of MDM Consulting Group LLC. Additionally, she teaches at the University of Richmond School of Professional and Continuing Education. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and services, including financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and various investment strategies.

Andrew Bliefernich is a financial advisor with Merrill in Williamsburg, VA, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Bank of America, Allstate Insurance, and as an educator at Old Dominion University. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Tamara Pavlov is a financial advisor with Ameriprise in Chesapeake, VA, holding a Series 66 designation and nine years of industry experience. She has worked at Ameriprise since 2021 and previously held roles at Woolrich Inc., Securities Service Network, Woodbury Financial Services, and Moff and Associates. Outside of her advisory work, Pavlov serves as a part-time assistant cross-country coach at Lycoming College and participates in the Pennsylvania College of Technology Alumni Task Force. Ameriprise offers specialized retirement-income planning services targeted at individuals nearing or in retirement with substantial investable assets, combining research and modeling with tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Carlos Britos is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has served in the United States Navy since 2000. Outside of advising, he assists with Nautiwax LLC, a cosmetology business owned by his wife. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a range of investment strategies and affiliated services under a fiduciary standard.

Matthew Williams is a financial advisor at Edward Jones in Gloucester, VA, holding a Series 66 designation with four years at Edward Jones and three years of industry experience. Prior to joining Edward Jones, he spent 14 years at Underboats INC. Edward Jones is a wealth management firm serving individual and institutional clients with a broad range of advisory and investment services, supported by a large network of advisors and branch offices across the country.

Shari Barker is a financial advisor with Morgan Stanley in Williamsburg, VA, holding Series 63 and Series 65 credentials and eight years of industry experience. Her prior experience includes roles at Securities America, Inc. and CKS Financial. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning services supported by firm-approved tools and investment modeling techniques.

Joel Pope is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has one year of industry experience. His career includes roles at TowneBank, Towne Wealth Management, and Raymond James, as well as prior positions at the City of Suffolk, Tidewater Community College, Old Dominion University, GrubHub, and Portsmouth Christian Schools. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools, and supports a broad advisor network with specialized programs including municipal advisory and SIMPLE IRA employer consulting services.

Sandra Mickelborough is a financial advisor at LPL Financial with three years of industry experience. She holds the Series 63 and Series 65 licenses and has previously worked at 1st Advantage Federal Credit Union, CUSO Financial Services, LP, and Christopher Newport University. Her career also includes roles outside finance, such as positions at Walgreens, Rappahannock Community College, and Gloucester High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and multiple portfolio strategies.