Kenneth Cadden is a financial advisor with Morgan Stanley in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

Christina Goodman is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individual and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.

Dallas Wilson is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. He has three years of industry experience, including roles at JPMorgan Chase Bank and Wells Fargo. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services alongside affiliated brokerage and investment management capabilities.

Ingrid Kessener is a CFP® professional with 11 years of industry experience, currently serving at Edward Jones since 2014. She also has a long-standing role at Virginia Wayside Furniture, where she has been involved since 1995. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Patrick Thompson is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and nine years of industry experience. His prior work includes roles at Bank of America, Merrill, and service in the US Navy Reserves since 2014. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Gwendolyn Belle is a financial advisor at Morgan Stanley in Richmond, VA, holding Series 63 and Series 65 licenses with 22 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and First Clearing, LLC. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and research to model potential outcomes.

E Cockrell Jr. is a financial advisor with Morgan Stanley in Richmond, VA, holding Series 63 and Series 65 licenses and having 36 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Morgan Stanley & Co., Incorporated, and IA Dean Witter Reynolds Inc. since 1991. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and methodologies such as Monte Carlo simulations to support its services.

Christopher Brennan is a financial advisor with Ameriprise in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he has involvement in real estate ownership unrelated to investment activities. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm offers a range of advisory, brokerage, and insurance solutions and uses a centralized consulting team to deliver tailored, research-driven retirement income recommendations.

Brude Stoever is a financial advisor at Wells Fargo Advisors with 33 years of industry experience. He has been with Wells Fargo in various capacities since 2009. Outside of his advisory role, he has a majority ownership in an investment-related business, STOEVER & PALMORE LLC, and serves as a trustee of a family trust. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory offerings with other financial products and referral channels.

Samuel Laneave is a financial advisor with LPL Financial based in Richmond, VA. He holds the Series 66 designation and has 22 years of industry experience, with prior roles at firms including Securities America Advisors and Investacorp Advisory Services. Laneave is also involved with True Life and Legacy Planning LLC, a business related to tax and investment planning. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a wide range of advisory programs and financial planning services supported by multiple investment strategies and research resources.

Fletcher Allen is a financial advisor at Edward Jones with five years of industry experience. He holds the Series 65 and Series 66 designations. Prior to joining Edward Jones in 2022, he worked at James River Wealth Advisors and operated Allen Financial Coaching. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products.

Nayeli Ayala is a financial advisor with Fidelity Investments, holding a Series 66 designation and beginning her advisory career in 2026. Her prior work experience includes roles at Runnymede Corporation, Panera Bread, and James Madison University. Fidelity’s Strategic Advisers LLC serves a broad client base including retail and institutional investors, offering services such as discretionary portfolio management and fund advisory. The firm utilizes a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Sara Johnson is a financial advisor at Merrill with 18 years of industry experience. She holds a Series 66 designation and has previously worked at Private Capital Management, LLC, South State Advisory, South State Wealth, Bb&T Securities, LLC, and Truist Bank. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Marc Wein is a Financial Advisor at Merrill Lynch Wealth Management. He works with clients to develop personalized investment strategies aimed at pursuing their financial goals. Marc provides investing advice and access to Bank of America services, including banking and lending. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Brigham Young University. Marc's approach focuses on understanding what matters most to individuals and families to create tailored financial strategies.

Mark Lange is a financial advisor with Morgan Stanley in Richmond, VA, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, Lange serves on the investment committee of a local nonprofit and owns several rental properties. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and methodologies.

Ernest Davidson Jr. is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Advisors Corporation for 32 years. He also serves as a wealth advisor with Capitol Financial Solutions. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and various advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party resources to manage portfolios across multiple asset classes.

Susan Craigie is a financial advisor with Raymond James & Associates in Richmond, VA, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. She has been with Raymond James & Associates since 2013. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting supported by a range of portfolio management styles, affiliated research, and municipal advisory services.

Brantley Hathaway is a financial advisor with Raymond James & Associates in Richmond, VA, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Truist Advisory Services, Truist Investment Services, and BB&T Securities. He serves as a board member for St. Joseph's Villa, a nonprofit organization focused on connecting families with educational and community resources. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and nonprofit entities, offering personalized financial planning and consulting services that typically follow a non-discretionary model.

William Hassett is a financial advisor with Morgan Stanley in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank since 2015. Outside of his advisory role, he serves as a trustee for a trust in Ponte Vedra Beach, Florida. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools, offering a range of investment and planning solutions without individual security recommendations in standalone plans.

Susan Carman is a financial advisor at Merrill in Richmond, VA, holding Series 63 and Series 66 licenses with 34 years of industry experience. She has been with Merrill since 2009. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.