Maria Komianos is a financial advisor with Merrill in Richmond, VA, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. She has been with Merrill since 2010. 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, pension plans, corporations, and charitable organizations.

Katherine Dixon is a Series 66-licensed financial advisor with Raymond James Financial, based in Glen Allen, VA, and has 21 years of industry experience. She has worked with Atlantic Union Bank since 2019 and has been with Raymond James Financial Services Advisors, Inc. since 2015. Outside of her advisory role, she serves as Operations Manager for Atlantic Union Financial Consultants, LLC/AUB Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs in municipal advisory and SIMPLE IRA employer consulting.

Orianna Cool is a financial advisor at Fidelity with 11 years of industry experience. She holds the Series 63 and Series 66 designations and has worked in various roles at Fidelity and other firms since 2014. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative and algorithmic methods and serves several registered investment companies while maintaining formal oversight and governance procedures.

Bryan Davis is a financial advisor with LPL Enterprise who holds Series 63 and Series 66 credentials and has 31 years of industry experience. Prior to joining LPL Enterprise, he worked at Prudential Insurance Company of America and Pruco Securities, LLC. He serves as secretary on the Georgetown Condominium Owners Association board, a nonprofit organization in Hampton, VA. LPL Enterprise serves a broad range of clients, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory, and brokerage services through an integrated platform that combines adviser programs with the sale of financial products and access to model portfolios and third-party asset management.

Parker Jeffrey is a financial advisor at Wells Fargo Advisors with eight years of industry experience. He holds the Series 66 designation and has worked within various Wells Fargo entities since 2016. Outside of his advisory role, he is involved in videography and video production as an owner of a related business. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutions, providing a broad range of planning options supported by Wells Fargo research and tools.

Ann Marie Cerullo is a financial advisor at Cetera with a Series 66 designation and three years of industry experience. She previously worked at Johnston Willis Hospital for 19 years before entering the financial services sector. Cerullo also provides operational support at Virginia Asset Management. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, and access to various third-party managers through a multi-manager platform.

Heather Snead is a financial professional with 13 years of industry experience, currently affiliated with Cetera. She holds a Series 66 designation and has held roles at VAM Partners, Virginia Asset Management, Securian Financial Services Inc., and BB&T Securities. Outside of her advisory duties, she serves as Vice President of Compliance and Business Operations at Virginia Asset Management. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser supporting individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with options including discretionary and non-discretionary portfolio management, financial planning, and access to a variety of third-party managers.

Grayson Harris is a financial advisor at Cetera with Series 66 credentials and less than one year of industry experience. He has held roles at Cetera Wealth Services, Virginia Asset Management, and other affiliated entities since 2025. Outside of his advisory work, he serves as an assistant baseball coach for a local travel sports organization. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, and institutional clients with portfolio management, financial planning, and retirement services. The firm offers a multi-manager platform that includes model portfolios, third-party manager selections, and customized strategies across various program structures.

Jameson Bunger is a financial advisor with Mass Mutual Investors Services in Glen Allen, VA, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2012. In addition to his advisory role, he is licensed as an agent offering individual and group life, health, long-term care, and disability insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, focusing on collaborative, goal-based planning supported by firm-approved analytic tools.

Jason Williams is a financial advisor with Ameriprise in Mechanicsville, VA, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has worked at Ameriprise since 2018 and previously held roles at Wells Fargo Advisors and Wells Fargo Clearing. Ameriprise offers retirement-income planning services targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Ralph Poling is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo in various capacities since 2009. Outside of his advisory role, he is a silent partner and investor in a local baseball instruction academy in Richmond, VA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates a broad range of investment products, including insurance-related vehicles and bank deposit sweep options.

Laura Ward is a financial advisor at Merrill with Series 66 credentials and one year of industry experience. Prior to joining Merrill, she spent eleven years at Aveanna Healthcare. 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, pension plans, corporations, and charitable organizations.

Christopher Rudzinski is a financial advisor at Raymond James Financial with 21 years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments and Middleburg Financial prior to his current roles. He is also involved with Atlantic Union Financial Consultants, LLC/AUB Wealth Management as a financial consultant. 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 institutions. The firm offers non-discretionary planning and uses analytical tools to tailor recommendations, supporting implementation through various advisory programs.

Christian Vanhoose is a Financial Consultant at Fidelity Investments, a role he has held since 2026. Prior to this, he served as an Investment Consultant at Fidelity Investments from 2024 to 2026. His career in financial services began at TIAA, where he worked as a Financial Services Consultant from 2021 to 2023 and then as an Individual Financial Consultant from 2023 to 2024. Christian is licensed in insurance in California. He focuses on meeting clients where they are to educate and guide them toward achieving their financial goals, aiming to provide ongoing support throughout their financial journey. Raised in a small town in Eastern Kentucky, he brings a perspective shaped by his background. Outside of his professional work, Christian enjoys spending time at the beach, exploring food, watching movies, listening to music, and caring for pets.

Gil Elmaleh is a financial advisor with Mass Mutual Investors Services, holding Series 63, Series 66, and Series 65 licenses and bringing 33 years of industry experience. He has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2012. In addition to his advisory role, he is involved in individual and group life and health insurance sales. Mass Mutual 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, structuring planning engagements as annual collaborative relationships based on detailed client information and firm-approved analytical tools.

Erin Sutton is a financial advisor at Raymond James & Associates with 20 years of industry experience. She holds the Series 66 designation and has worked at firms including Scott & Stringfellow, Inc., Bb&T Securities, LLC, and Truist Advisory Services. Sutton serves as vice president and board member of the Junior League of Richmond, a nonprofit women's charitable organization. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser offering services to individuals, institutions, and charitable entities. The firm provides financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a broad adviser network and a range of portfolio management styles.

Sarah Mack is a financial advisor with Ameriprise in Richmond, VA, holding the ChFC® designation along with Series 63, 65, and 66 licenses. She has 17 years of industry experience, including ten years at Wells Fargo Clearing prior to joining Ameriprise in 2024. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach, supported by algorithmic automation and oversight committees.

Christopher Kitchen is a CFP® professional with 14 years of industry experience, currently affiliated with Cetera. He has held advisory roles at Virginia Asset Management since 2016 and has experience with Minnesota Life Insurance Co and Securian Financial Services Inc. In addition to his advisory work, he is an insurance agent selling life, health, disability, annuities, and long-term care products, and is a partner in a private equity investment LLC. Cetera Investment Advisers LLC operates a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to affiliated and third-party managers across various program structures.

Joseph Torrice is a Senior Financial Advisor with Merrill Lynch Wealth Management. He holds multiple professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Joseph earned his Bachelor's Degree from the University of Virginia. His credentials reflect his focus on retirement planning and fiduciary advising within the wealth management sector.

Jennifer Bruno is a financial advisor at Fidelity with seven years of industry experience. She holds a Series 66 designation and has worked at firms including Virginia Asset Management and Securian Financial Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services along with model portfolios delivered to intermediary platforms.