Christopher Cox is a financial advisor at Ameriprise with 15 years of industry experience. He holds the Series 66 designation and has worked at Ameriprise and its related entities since 2012. Outside of his advisory role, he is involved in fiduciary activities and serves as an executor. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by a centralized consulting team and algorithmic automation.

Matthew Puccinelli is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at Lincoln Financial Securities Corporation for 12 years and has been involved with multiple financial and insurance-related businesses since 1993, including serving as president of Chartered Financial Planning Associates. Outside of advisory services, he manages insurance offerings and accounting services through his affiliated firms. OSAIC serves a broad range of clients including individuals, high-net-worth investors, corporations, pension plans, and charitable organizations. The firm provides integrated brokerage and advisory services, employing various asset-allocation tools and third-party platforms to manage portfolios with diverse investment options.

Jay Moore is a Senior Financial Advisor at Merrill Lynch Wealth Management. He leads a team of internal specialists providing in-depth analysis and tactical guidance in areas such as investment management, trust and estate planning, credit and banking, wealth structuring, and philanthropy. Jay's client base includes owners of closely-held businesses, entrepreneurs, senior executives, and professionals in the entertainment industry. Jay holds a Bachelor of Science in Business Administration with a concentration in Marketing from The Ohio State University. He is a Personal Investment Advisor (PIA) and an alumnus of Pi Sigma Epsilon - Gamma Nu Chapter at The Ohio State University. He has received the Founders Award and the Top Sales Award during his career. In his approach, Jay emphasizes clear communication by simplifying complex financial concepts and focusing on long-term planning, including the use of debt, generational wealth transfer, and insurance analysis. Outside of his professional life, Jay has personal interests in boating, music, and writing.

Amanda Crawley is a CFP®-certified financial advisor with nine years of industry experience. She is currently with Raymond James Financial Services Advisors, Inc., where she has worked since 2023, having previously held roles at Steward Partners and Merrill. Outside of advising, she serves as a notary. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning using analytical tools to support client goals and maintains unique municipal advisory affiliations.

Michael Velasquez is a financial advisor at Edward Jones in Midlothian, VA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked in various roles including at Wawa Food Market and Chipotle Mexican Grill. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports its advisory services with a nationwide network of more than 23,000 financial advisors.

Apryl Halstead is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 13 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors, LLC from 2012 to 2016. Outside of her advisory role, she is an author of a cookbook titled *Nothing Leftover* and participates as a committee member in The W Source BNI Group, focusing on women’s issues in the financial industry. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and based on modern portfolio theory, with a notable range of financial products including insurance-related vehicles and bank deposit sweep options.

Scott Reisenweaver is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and possessing 32 years of industry experience. His career includes roles at First Allied Advisory Services and Cetera dating back to 2011. Reisenweaver is also involved in insurance-related independent contracting and owns Reisenweaver Wealth Management. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services, utilizing both affiliated and third-party managers within various program structures.

Lisa Mc Kittrick is a Financial Advisor at Merrill Lynch Wealth Management. She works closely with clients to develop personalized financial strategies aimed at helping them pursue their long-term goals. Lisa's approach emphasizes a deep understanding of each client's full financial picture, enabling her to create strategies responsive to changing market conditions. Before joining Merrill Lynch, Lisa taught in public schools for 12 years, which she believes enhances her ability to connect with clients and tailor financial solutions to their unique needs. She transitioned to finance as a Wealth Management Client Associate, gaining experience in client interactions and daily transactions. Lisa's expertise includes college education planning, family wealth management, LGBT wealth planning, personal retirement planning, women and wealth, and retirement income. Lisa holds a Bachelor's Degree from Virginia Polytechnic Institute & State University and a Master's Degree from Old Dominion University. She is a Chartered Retirement Planning Counselor (CRPC). Since moving to the Richmond area in 2016, Lisa has volunteered with the Ronald McDonald House Charity, RACC Shelter, and The Doorways Young Professionals Council. Outside of work, she enjoys baseball, golfing, music, reading, swimming, watching movies, yoga, and spending time with her family and pets.

Stephen Fisher is a CFP® and ChFC® with 37 years of industry experience. He is currently affiliated with Cetera and has held roles at firms including Securian Financial Services and Virginia Asset Management. Fisher serves on the boards of Hitting Cancer Below the Belt and Hermitage Country Club, where he contributes to budget review and club oversight, respectively. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, and institutional accounts through a multi-manager platform offering discretionary and non-discretionary portfolio management along with various advisory services.

Brittany Hale is a CFP® and Series 66-credentialed financial advisor with Edward Jones, where she has worked since 2010, accumulating 15 years of industry experience. She serves clients from Midlothian, VA. Outside of her advisory role, she is the president of Bryler LLC, a real estate business based in Glen Allen, VA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of over 23,000 advisors.

David Whiteside is a CFP® with 13 years of industry experience, currently affiliated with Cetera. He has previously worked at Minnesota Life and Virginia Asset Management. Outside of advisory work, he serves as a football and basketball official for both high school and NCAA games. Cetera Investment Advisers LLC operates a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers diversified portfolio management, financial planning, and access to multiple program platforms and third-party managers.

Robert Leonard III is a CFP®-certified financial advisor with over 31 years of industry experience. He is currently with Cetera and has held positions at Select Brokers LLC and Securian Financial Services, Inc. Leonard is also the owner of Irongate Capital Advisors, LLC, which provides securities, advisory, and insurance services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Karen Jones is a financial advisor with Ameriprise in Mechanicsville, VA, holding Series 63 and Series 66 licenses and having 28 years of industry experience. She has been with Ameriprise and its affiliates since 2009. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Jesse Heikkinen is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and two years of industry experience. He has been with Thrivent and its affiliates since 2022, with prior experience including roles at the University of Richmond and Hawk Hollow Championship Golf Course. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based financial planning without discretionary trading authority. The firm combines planning with managed-account programs under a consolidated billing option called “WealthPlan,” while maintaining separation between its planning and portfolio management services.

Carla Muldoon is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She has been associated with Cetera and its affiliated entities since 2001, including over a decade at Cetera Investment Advisers LLC. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base, including individuals, retirement plans, corporations, charities, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, utilizing a multi-manager platform with various program structures and investment options.

Wayne Hemans is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 14 years of industry experience. His career includes roles at Wells Fargo Bank and Bank of America. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Jeffrey Chapman is a financial advisor at RBC Capital Markets with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with RBC Capital Markets since 2008. Outside of his advisory role, he serves as president on the board of directors for the Poe Museum Foundation in Richmond, VA. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing a combination of in-house and third-party investment managers and tailored portfolio strategies.

Megan Baker is a Financial Advisor with Merrill Lynch Wealth Management. She is a CERTIFIED FINANCIAL PLANNER® professional and a Sports and Entertainment Accredited Wealth Management Advisor™. Her professional background includes service in the U.S. Navy and work as a 911 dispatcher before pursuing a career in financial advising. She holds a Bachelor's degree in Finance from the University of Maryland Global Campus. Megan focuses on managing new wealth, personal retirement planning, women and wealth, and sports and entertainment client segments. She provides tailored financial solutions based on clients' goals, risk tolerance, investment time frame, and liquidity requirements. Megan is involved with the community through Billy The Kidden Rescue. In her personal time, she enjoys camping, gardening, knitting and crocheting, painting, skydiving, softball, and spending time with her family.

Nathaniel Urso is a Financial Advisor at Merrill Lynch Wealth Management. He works closely with individuals, families, and businesses to develop customized financial strategies that focus on long-term financial security and growth. Nate emphasizes building lasting relationships based on trust and transparency, aiming to guide clients through their unique financial situations. His expertise includes corporate executive services, divorce transition planning, executive compensation, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, and retirement income. Nate also provides access to Bank of America specialists for additional financial services such as banking, credit, home financing, and small business solutions. Nathaniel holds a Bachelor's Degree from Virginia Polytechnic Institute & State University. He has earned professional designations including Certified Plan Fiduciary Advisor (CPFA) and Personal Investment Advisor (PIA). Outside of work, he enjoys camping, golfing, hiking, reading, skiing, spending time with his family, surfing, and traveling.

Alec Lombardozzi is a financial advisor with Wells Fargo Clearing in Richmond, VA, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Capital Center LLC, Bank of America, Merrill, and Ameriprise. 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.