Jeremy Reed is a financial advisor at Wells Fargo Advisors with 13 years of industry experience. He has worked in various roles within Wells Fargo entities since 2009. Reed is the owner of Cardinal Asset Management LLC and serves as treasurer for Special Olympics of Virginia. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad menu of planning services tailored to clients meeting specific net-worth thresholds. The firm combines advisory services with other financial products and referral channels.

Marlyn Jones is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and nearly 27 years of industry experience. She has been affiliated with Equitable Advisors and its predecessor AXA Advisors since 1999 and operates a CPA practice, JONES & ROBERTS FINANCIAL, LLC, providing tax preparation and small business consulting services. Equitable Advisors serves individuals across the wealth spectrum, as well as pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset management programs through a broad network of Investment Adviser Representatives.

Jonathan Baulsir is a financial advisor with Edward Jones in Ashland, VA, holding a Series 66 designation and 23 years of industry experience. He worked at Franklin Templeton Distributors, Inc. for nine years before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of advisors and branch offices. The firm is noted for its comprehensive service offerings, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and a fiduciary standard in its advisory services.

Michael Marziaz is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds the Series 66 designation and has previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, and First Command Insurance Services, Inc. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory, and brokerage services through a platform that integrates investment adviser representatives with access to model portfolios, third-party asset management programs, and a broad range of financial products.

Hunter Seay is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. Prior to his current role, he worked at Seay Custom Irrigation and Atlantic Coast Settlement, and served five years in the United States Marine Corps. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing written recommendations on income, Social Security, and tax-smart withdrawal strategies. The firm combines algorithmic tools with advisor input and a range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Timothy Scanlon is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 34 years of industry experience. He previously worked at Lincoln Financial Securities Corporation for seven years before joining Cambridge in 2019. In addition to his advisory role, he serves as vice president of Deep Run Financial, an independent insurance agency. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using multiple portfolio management platforms and both proprietary and third-party investment strategies.

Kimberly Hicks is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. Her prior roles include positions at Commonwealth Retirement Investments, Purshe Kaplan Sterling Investments, and Lincoln Financial Advisors Corporation. Hicks serves as Finance Chair on the executive board of the Randolph Macon Woman's College & Randolph College Alumna Association and is Treasurer for Reveille United Methodist United Women of Faith. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm emphasizes tailored, non-discretionary planning and consulting using analytical tools to model potential outcomes and supports both individual and institutional advisory needs.

Jacqueline Taylor is a financial advisor at LPL Financial with 40 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. In addition to her advisory role, she is involved with the Department of Elections in Richmond, VA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing various management approaches and research resources.

Bradford Gregg is a CFP® and PFS™ credentialed financial advisor with 19 years of industry experience, currently affiliated with Cetera. He has previously worked with Avantax and 1st Global Advisors and is the owner of Gregg & Associates LLC, a CPA firm providing tax preparation and accounting services to individuals and small business owners. He is also a partner at Commonwealth Financial Advisors, LLC. Cetera is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to multiple program structures and third-party managers.

Daniel Castaneda Dulyx is a financial advisor at Fidelity with 23 years of industry experience. He holds the Series 66 designation and has been affiliated with several Fidelity entities since 2013. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and deliver model solutions.

Robert Casasnovas is a financial advisor with Cetera, holding Series 63 and Series 66 designations and 36 years of industry experience. He has worked with Cetera since 2019 and was previously with Foresters Advisory Services and Foresters Financial Services. Casasnovas is also the owner of Artisan Insignia LLC, a sport apparel sales business. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of investment management and financial planning services through a multi-manager platform with access to affiliated and third-party money managers.

Brenton Luper is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 credentials. He has nine years of industry experience, including roles at Prudential Insurance Company of America, Wells Fargo Clearing, and Wells Fargo Bank NA. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform combining advisory and brokerage services.

Jeffrey Jones is a financial advisor with Ameriprise in Richmond, VA, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he has worked as a delivery driver and package handler in non-investment-related positions. Ameriprise serves individuals approaching or in retirement, offering a retirement-income planning service that provides written Recommendation Reports addressing income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a program that emphasizes managed accounts and uses algorithmic automation overseen by a dedicated committee.

Michael Ackerman is a Series 66-licensed financial advisor with MassMutual Investors Services. He has prior experience at Royal Bank of Canada Wealth Management and has held various roles at the University of South Carolina. Outside of financial services, he has been involved with Sunshine Ridge Winery and the Robert Trent Jones Golf Club. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using collaborative, software-assisted analyses to develop written recommendations tailored to client goals.

Andrea Brown is a CFP®-certified financial advisor with Edward Jones in Ashland, VA, with 13 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Tyler Finney is a CFP® professional with 13 years of industry experience currently affiliated with LPL Financial. He has held roles at Wells Fargo Advisors and RiverFront Investment Group, LLC. Finney also manages business activities related to entities operating under LPL Financial. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a broad network of investment adviser representatives. The firm offers a wide range of advisory programs, including discretionary and non-discretionary management, supported by proprietary and third-party research and technology.

Sean Dugan is a financial advisor at Edward Jones in Richmond, VA, holding the ChFC® designation and Series 66 license with 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he owns and manages a rental property in Tallahassee, FL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of more than 23,700 advisors and 15,100 offices nationwide.

Ronald Smith Sr. is a financial advisor at LPL Financial with 55 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining LPL Financial in 2025, he worked at NEXT Financial Group, Inc. for 20 years and has been associated with Capital Management Advisory, Inc. since 1985. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services supported by proprietary research and third-party subadvisors.

Elizabeth Wade is a Financial Consultant at Fidelity Investments, where she has been serving clients since 2022. She collaborates with clients to develop financial plans aimed at achieving their personal and family financial goals. Prior to her current role, she worked as an Investment Consultant at Fidelity Investments from 2021 to 2022, and as a Financial Representative at the same firm in 2021. Her professional experience is centered on financial consulting and investment advisory services.

C. Wharton is a CFP®-certified financial advisor at Raymond James & Associates with 34 years of industry experience. His prior work includes 25 years at Merrill and 8 years at Bank of America. He is also the managing member of Trays Branch LLC, a separate business entity. Raymond James & Associates is a large institution serving a diverse client base, including high-net-worth individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services supported by a nationwide advisory team.