Brent Barth is a financial advisor with LPL Financial in Williamsburg, VA, holding Series 63 and Series 65 credentials and over 14 years of industry experience. His prior work includes roles at Voya Financial Advisors, Virginia Company Financial Services, and Middle Peninsula Insurance. Barth has also been associated with C&F Bank and C&F Wealth Management during his career. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a combination of discretionary and non-discretionary strategies supported by technology-driven tools.

Traci Foster is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary solutions. 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.

Sandra Hickey is a Series 66 licensed financial advisor with Merrill, where she has worked since 2020. She has five years of industry experience and previously spent nine years with Waterway Guide. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers.

Melissa Murchison is a financial advisor with LPL Financial based in Williamsburg, VA, holding Series 63 and Series 66 licenses and having seven years of industry experience. She has been with LPL Financial since 2024 and is also the owner of MDM Consulting Group LLC since 2017. Additionally, Melissa teaches at the University of Richmond School of Professional and Continuing Education. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. Its platform offers a range of investment strategies, including model portfolios and third-party management, alongside extensive non-advisory financial services.

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.

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.

Michelle Grant is a Financial Advisor with Merrill Lynch Wealth Management. She works with individuals, families, and business owners to provide investment guidance and personalized financial planning. Her approach focuses on simplifying complexity, managing risk, and helping clients make informed decisions aligned with their long-term goals. Michelle specializes in supporting clients through periods of growth, transition, and uncertainty. She addresses competing financial priorities such as buying a home, saving for education, caring for loved ones, planning for retirement, and preparing for future healthcare needs. Her strategy blends disciplined investment management with planning across retirement, taxes, and long-term wealth building. She holds a Bachelor's Degree in Business Administration with a concentration in Accounting from ECPI College of Technology and holds the Personal Investment Advisor (PIA) designation. Michelle is fluent in both Tagalog and English. She is involved in her community through participation with the Greater Williamsburg Chamber of Commerce and the York-Seaford Youth Football and Cheerleading League.

Elizabeth Jordan is a Senior Financial Advisor with Merrill Lynch Wealth Management. In her role, she provides investment advice and strategies tailored to clients' life goals, risk tolerance, time horizon, and liquidity needs. She assists clients in managing their individual wealth to meet their specific objectives, working collaboratively to create personalized financial strategies. Jordan has been in the financial services industry for over 24 years. She began her career after graduating from Sweet Briar College in 1996, gaining experience in various roles including equity syndicate analysis and capital markets. She has worked with firms such as Andrew Lanyi, Credit Suisse, Lehman Brothers, UBS, and Morgan Stanley before joining Merrill Lynch in 2019. She holds a Bachelor's Degree from Sweet Briar College and the Personal Investment Advisor (PIA) designation. Outside of her professional career, Jordan is active in her community as a sustainer with the Junior League of Hampton Roads and enjoys golfing, reading, and spending time with her family.

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.

Joseph Fernandes is a CFP® professional with 22 years of experience in the financial services industry. He is currently with Cetera and has held prior roles at VOYA Financial Advisors, Securian Financial Services, and Equitable Advisors. He is also the owner of Fernandes Wealth Management LLC and Joe Fernandes Wealth Management LLC, through which he provides financial services and accounting. Cetera Investment Advisers LLC serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services and operates a multi-manager platform that includes model portfolios, third-party managers, and bespoke investment strategies.

Lynne Williams is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including customized 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 modeling techniques.

Karen Logan is a financial advisor with Wells Fargo Clearing in Williamsburg, VA, holding Series 63 and Series 65 licenses and having 22 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary options. The firm’s investment approach 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.

Lauren Hunter is a financial advisor with LPL Financial in Williamsburg, VA, holding a Series 66 credential and six years of industry experience. She has worked with LPL Financial since 2017 and with Citizens and Farmers Bank since 2016. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, utilizing both proprietary research and third-party strategies.

Stephanie Goodrich is a CFP® professional with 23 years of experience in the financial industry. She is currently with OSAIC and previously worked at Lincoln Financial Advisors and Navy Federal Financial Group. Outside of her advisory role, she is an author of a book on treasury management for Greek organizations and an instructor at the College of William & Mary Osher Institute. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of advisers and multiple advisory platforms. The firm offers integrated financial services utilizing firm-provided asset-allocation tools, third-party money managers, and both discretionary and non-discretionary portfolio management.

Bryan Beers is a Managing Director and Wealth Management Advisor at Merrill Lynch Wealth Management, based in the Williamsburg, VA office. He joined Merrill Lynch in 2009 and previously worked for American Funds. Bryan holds a bachelor's degree in Mathematics from the University of Mary Washington in Fredericksburg, VA. He is a CERTIFIED FINANCIAL PLANNER® professional, as well as a qualified Portfolio Manager. Bryan manages his own Personalized or Defined Strategies on a discretionary basis, which may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. His client focus areas include legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, tax minimization, and retirement income. Bryan lives in Williamsburg, VA with his wife Beth and their three children: Skyler, Summer, and Wesley. His professional designations also include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA).

Kimberly Tinsley is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 66 credentials and has 20 years of industry experience. Her career includes roles at TowneBank and Towne Wealth Management, among others. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, and institutional clients. The firm uses tailored, non-discretionary planning and employs analytical tools such as risk profiling and probability modeling to support client goals.

Elizabeth Mclamb is a financial advisor at LPL Financial with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing, Wells Fargo Advisors, and Davenport & Company LLC. In addition to her advisory role, she is a commissioned notary in the state of Virginia. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a wide range of investment strategies.

Kelsey Swigart is a financial advisor with LPL Financial in Williamsburg, VA, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial, Swigart worked at Truist Bank for six years and is currently also associated with Point Comfort Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a variety of advisory and brokerage services, including financial planning and access to third-party asset managers, supported by a large network of investment adviser representatives.

Robert Dudeck III is a financial advisor at Morgan Stanley based in Williamsburg, VA. He holds a Series 66 designation and has been with Morgan Stanley since 2026. His prior experience includes roles at Radford University and Williamsburg National Golf Club. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including financial planning that utilizes structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.