Francis Sloan III is a financial advisor at Cetera with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Mass Mutual, MetLife Securities, and Virginia Asset Management. Sloan serves on several advisory boards in Chesterfield County, Virginia, and is involved with nonprofit organizations such as the Virginia Association of Community Services Boards and Friends of Jim Ingle. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management options, including access to affiliated and third-party managers, discretionary and non-discretionary services, and diverse program structures.

Darius McMillan is the Vice President, Executive Planning Consultant at Fidelity Investments. In this role, he collaborates with clients through a detailed planning process utilizing Fidelity's resources to create tailored financial plans that align with their unique needs and goals. He has held various positions within Fidelity Investments since 2019, including Vice President Financial Consultant, Financial Consultant, and Relationship Manager. Prior to joining Fidelity, Darius worked at Edelman Financial Engines as Market Manager and Senior Vice President of Financial Planning between 2015 and 2019. His earlier experience includes roles as an Investment Consultant at TD Ameritrade and a Financial Advisor at Edward Jones, dating back to 2012. Outside of his professional work, Darius has personal interests in fishing, fitness, football, and golf.

Cynthia Chacon is a Financial Consultant at Fidelity Investments, a position she has held since 2026. She has been with Fidelity Investments in various roles since 2021, including FIA Solutions Consultant, Managed Solutions Consultant, PAS Portfolio Specialist, Client Management Representative, and Personalized Planning & Advice Associate. Prior to that, Cynthia worked as a Licensed Financial Advisor Assistant at LPL Financial, Cambridge Investment Research, and FSC Securities. Cynthia's professional experience encompasses client management, portfolio specialization, managed solutions, and financial consulting. She holds insurance licenses for Arkansas and California. Outside of her professional career, Cynthia enjoys spending time at the beach, hiking, watching movies, and engaging in outdoor adventures.

Theodore Walkley is a Senior Financial Advisor at Merrill Lynch Wealth Management. With over sixteen years of industry experience, he specializes in personalized wealth management strategies, focusing on areas such as college education planning, divorce transition planning, family wealth management, legacy planning, and retirement income. He works closely with clients to develop flexible financial strategies tailored to their long-term goals and changing market conditions. Theodore holds a Bachelor's Degree from Long Island University and carries the Personal Investment Advisor (PIA) designation. Committed to community involvement, he participates in local volunteer activities aligned with Merrill’s tradition of service. Outside of his professional responsibilities, Theodore enjoys cooking, football, golfing, hiking, ice hockey, music, traveling, watching movies, and spending time with his family.

Zachary Blaisdell is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds Series 63 and Series 65 designations and has worked across multiple Wells Fargo entities as well as at First Citizens and Virginia Credit Union. Wells Fargo Advisors is a national securities firm that provides investment advisory and financial planning services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, including retirement plan consulting and investment management based on research and diversification principles.

Alfred Stratford III is a financial advisor at Raymond James & Associates with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James for 13 years. Stratford serves as an unpaid volunteer committee member on the investment committee for Collegiate School in Richmond, VA. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions.

Edward Stone III is a financial advisor at Edward Jones in Richmond, VA, holding a Series 66 designation with three years of industry experience. His prior work includes positions at Bank of America and Merrill, as well as service in the Virginia Army National Guard where he currently serves as a logistics officer. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options through a large national network of financial advisors.

Mark Goodstein is a financial advisor with Wells Fargo Clearing in Richmond, VA, holding Series 63 and Series 65 licenses and having 45 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of advisory work, he has ownership interests in a rental property. Wells Fargo Advisors is a national securities firm that serves individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm employs a large network of advisors and applies research and analytics to its investment approach, providing both brokerage and advisory solutions.

Bruce Willard is a financial advisor with Edward Jones, holding a Series 66 designation and bringing 21 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Bradley Jones is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation. His prior work includes roles at Virginia Commonwealth University and entrepreneurial ventures such as Sticky Rice and Peach Beach Shaved Ice. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage multi-manager and fund-of-funds strategies, with oversight of sub-advisers and systematic methodologies.

Adam Kozuch is a financial advisor with Wells Fargo Clearing in Richmond, VA. He holds a Series 66 designation and has prior work experience at Compass Group USA and Apple Inc. He has been with Wells Fargo Clearing since 2025. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions.

Scott Broaddus is a CFP® professional with 21 years of industry experience, currently affiliated with Cetera. His prior work includes long-term roles at Select Brokers, LLC and Virginia Asset Management. Outside of his advisory duties, he owns Broaddus Investments LLC and serves as a board member of Premier Resource Group. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a nationwide network of independent advisors and operates a multi-manager platform with diverse program options.

Isaac Montieth is a financial professional with Cetera and holds a Series 66 credential. He has been with Cetera since 2025 and has prior experience working in various roles outside the financial industry, including hospitality. Additionally, he is involved with North Star Resource Group, where he provides life insurance, securities, business planning, and financial planning services. Cetera Investment Advisers LLC is a national SEC-registered advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes model portfolios, third-party managers, and customized strategies.

William Davison is a financial advisor with Morgan Stanley in Richmond, VA, holding a Series 66 designation and two years of industry experience. His prior experience includes roles at LPL Financial and Wealth Enhancement Group, along with periods of full-time education. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

David Buterbaugh is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and three years of industry experience. He has been with Wells Fargo Clearing since 2021 and has worked for Wells Fargo Bank, N.A. since 2016. 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, utilizing research and analytics to support investment decisions.

Natalee Hale is a financial advisor with Morgan Stanley in Richmond, VA, holding a Series 66 designation and three years of industry experience. Prior to joining Morgan Stanley, she worked for C&F Bank for seven years. Outside of finance, she owns and operates Nhale Fitness & Wellness LLC, where she leads fitness classes. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and investment modeling techniques.

Betty Schutte Box is a CFP® professional with 26 years of industry experience, currently serving at Raymond James & Associates since 2018. Her prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory work, she is the owner and president of Shake Rag LLC, a rental real estate business. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning and consulting through various advisory programs and emphasizing non-discretionary client relationships.

Roger Jones is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has been with Merrill since 2011 and is also affiliated with Bank of America, N.A. since 2012. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Thomas Camuso is a financial advisor at Cambridge Investment Research Advisors with 16 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Cadaret Grant & Co., Inc. and M&T Securities. Cambridge Investment Research Advisors serves a broad client base including individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, employing a variety of portfolio management strategies and custody arrangements tailored to client objectives.

Laura Service is a financial advisor at Edward Jones in Richmond, VA, with 13 years of industry experience. She holds the CFP® and Series 66 designations and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.