Kevin Doyle is a financial advisor with LPL Financial in Ashland, VA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Primis Bank, Virginia Asset Group, Infinex Investments, Inc., Capitol Securities Management, and SunTrust advisory entities. He is also involved with Virginia Insurance Agency Solutions, a non-variable insurance business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, brokerage services, and utilizes model portfolios and research from multiple sources, including LPL Research and third-party subadvisors.

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 with Raymond James & Associates in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he serves as an unpaid volunteer committee member on the investment committee for Collegiate School. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also provides institutional consulting and manages wrap fee advisory programs.

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.

Spencer Coor is a Series 66-licensed financial advisor with LPL Enterprise and has one year of industry experience. His prior roles include positions at The Prudential Insurance Company of America, PRUCO Securities, LLC, and State Farm. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model wealth portfolios and third-party asset management programs through an integrated platform that combines advisory services with brokerage and insurance products.

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.

Travis Paull is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has held roles at several firms, including PFS Investments Inc and Primerica Financial Services, and has been at Cetera since 2022. Outside of advising, he owns and operates Eagle Vision Strategy LLC, a company providing bookkeeping and payroll services for small businesses, and teaches drum lessons through his business, Williamsburg Percussion. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager investment platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party managers.

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 approximately one year of industry experience. Prior to joining Morgan Stanley in 2024, he worked at LPL Financial and Wealth Enhancement Group. His background also includes an extended period as a full-time student. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and models.

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.

James Schreiber is a financial advisor at MassMutual Investors Services with 16 years of industry experience. He holds the ChFC® designation and Securities Series 63 and 66 licenses. Schreiber has worked at MassMutual Life Insurance Company and MassMutual Investors Services since 2009. Outside of his advisory role, he serves as a volunteer board member for The Steward School Alumni Board and assists his spouse with the financial aspects of her antiques business. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative annual planning engagements using firm-approved tools and various investment and planning programs.

Betty Schutte Box is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2018. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she is the owner and president of Shake Rag LLC, a company managing rental real estate. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, delivering both retail and institutional advisory services with a focus on public finance and municipal work.

Roger Jones is a financial advisor with Merrill in Henrico, VA, holding Series 63 and Series 65 credentials and over 45 years of industry experience. He has worked at Merrill since 2011 and at Bank of America, N.A. since 2012. Merrill 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 to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

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.