Kenneth Sizemore is a financial advisor with Morgan Stanley in Richmond, VA, holding a Series 66 designation and over 10 years of industry experience. He has worked with Morgan Stanley since 2015 and with Morgan Stanley Private Bank, National Association since 2016. 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 financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market-based return estimates to support client financial plans.

Emily Woods is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. She has worked at Ameriprise since 2019 and previously spent five years at Clear Advantage Enterprises Inc. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Vivian Junco Leon is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and having 18 years of industry experience. Her career includes multiple roles within Wells Fargo Clearing and Wells Fargo Bank, as well as a four-year tenure at LPL Financial LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning, using Wells Fargo research and tools to develop tailored recommendations.

William Rector III is a financial advisor with UBS Financial Services in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with UBS and its predecessor Painewebber Incorporated since 1985. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and using proprietary research to tailor client plans based on goals and risk tolerances.

Alaa Hakki is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise and MML Investors Services LLC, including Massachusetts Mutual Life Insurance. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and fiduciary-based, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

William Giesen is a financial advisor with Fidelity, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles across multiple Fidelity entities since 2004 and a prior position at MetLife Investment Fund Services LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm oversees sub-advisers and offers services including discretionary portfolio management, fund advisory, and model portfolio delivery.

Elizabeth Parsons is a financial advisor with Wells Fargo Clearing in Richmond, VA, holding Series 63 and Series 65 credentials. She has three years of industry experience, including roles at Wells Fargo Bank, nA since 2019. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Matthew Horn is a financial advisor with RBC Capital Markets in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at City National Bank, Truist Advisory Services, BB&T Securities, and Scott & Stringfellow. He serves as treasurer for the Conservation Park of Virginia and is a trustee for the endowment fund of Second Presbyterian Church. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with customizable investment strategies implemented through in-house and third-party managers, supported by RBC’s extensive capital markets and asset management capabilities.

Caroline Salman is a Senior Financial Advisor with Merrill Lynch Wealth Management. She holds the professional designation of Personal Investment Advisor (PIA), reflecting her expertise in investment planning and portfolio management. Caroline earned a Bachelor's Degree from Smith College and completed her Master of Business Administration (MBA) at Northwestern University. Her educational background supports her role in providing comprehensive financial advice to clients.

Anne Meadows is a financial advisor at Edward Jones with 14 years of experience at the firm. She holds the Series 66 designation and is based in Chester, VA. Meadows previously participated in a direct sales distributorship with Arbonne but is no longer actively selling. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and fiduciary services.

John Corrigan IV is a CFP®-credentialed financial advisor with 20 years of industry experience, operating through Personal Financial Experiences, LLC in Midlothian, VA. He has also conducted customer behavior research and consulting through Customer Analytics Consulting, LLC since 2008. Personal Financial Experiences, LLC is an independent firm focused on providing personalized financial advice.

John Philips is a CFA® charterholder and founder of Clear Point LLC in Richmond, VA, with 21 years of experience in the financial industry. He has managed Clear Point LLC since its inception in 2004. Clear Point LLC is an independent firm serving clients through personalized investment management and financial planning.

Iyad Fattoum is a financial advisor at Canaan Investment Management with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley, Morgan Stanley Private Bank, N.A., and Merrill. He is based in Midlothian, VA. Canaan Investment Management is an independent firm focused on delivering personalized financial services.