Morgan Prime 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 in 2017, Morgan worked at Sky Zone Trampoline Park for three years. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by firm-approved tools and models, managing approximately $2.74 trillion in client assets.

Jacob Morgan serves as Vice President, Wealth Planner at Fidelity Investments. In this role, he collaborates with clients to develop personalized financial plans tailored to their individual situations, needs, and goals. He brings over 20 years of experience in the financial services industry, having navigated clients through diverse market conditions. His prior roles include Financial Consultant at Fidelity Investments, Senior Financial Consultant at TD Ameritrade, District Manager at AXA Advisors, Financial Advisor positions at SunTrust Wealth Management and Merrill Lynch, and Financial Planning Associate at Ferris Baker Watts.

Edward Ramsey III is a financial advisor at Morgan Stanley with 17 years of industry experience. He has been with Morgan Stanley since 2017 and previously worked at Agecroft Partners, LLC for eight years. He holds Series 63 and Series 65 licenses. 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 and financial planning services supported by structured discovery processes and firm-approved tools.

Amy Rice is a financial advisor with Wells Fargo Clearing in Richmond, VA, holding Series 63 and Series 65 designations and 21 years of industry experience. She has worked at Wells Fargo Advisors since 2016, preceded by roles at Morgan Stanley Private Bank and Morgan Stanley. Outside of her advisory role, she is involved in managing investment-related rental properties alongside her spouse. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets, serving clients through both brokerage and advisory solutions, with an investment approach grounded in research, analytics, and diversification principles.

Matt Handley is a Financial Consultant at Fidelity Investments, a role he has held since 2026. He works closely with clients to identify their priorities and collaborates with them through financial planning to develop strategies aimed at achieving their financial goals. Prior to this, Matt held several positions at Fidelity Investments, including Planning Consultant from 2024 to 2026, Relationship Manager from 2023 to 2024, and High Net Worth Service Associate from 2022 to 2023. In 2022, he was a Registered Representative at Centenium Advisors, LLC. Matt's approach centers on engaging clients in a collaborative financial planning process. Outside of his professional responsibilities, he enjoys family activities, football, golf, outdoor adventures, and traveling.

William Burford is a financial advisor at Cetera with over 40 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His career includes long-term roles at Securian Financial Services and Minnesota Mutual Life, and he also engages in fixed insurance sales through Select Brokers LLC and Virginia Asset Management. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers, managing over $256 billion in assets across more than 10,000 advisors.

James Powell is a financial advisor with Wells Fargo Clearing in Richmond, VA, holding Series 63 and Series 65 credentials. He has 28 years of industry experience, including prior roles at LPL Financial LLC, Citizens and Farmers Bank, and Mass Mutual Investors Services. 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.

Andrew Walker is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has been with Cambridge Investment Research Advisors since 2011. Outside of his advisory role, Walker serves as board president of Restoration Village in Richmond, VA. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, utilizing both proprietary and third-party strategies across various custody and platform arrangements.

Sheila Denzler is a Series 66-licensed financial advisor with Morgan Stanley in Richmond, VA, where she has worked since 2016. She has 23 years of industry experience. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools.

Sharon Talarico is a financial advisor at Cetera with 40 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with firms including VOYA Financial Advisors and Cetera Wealth Services. In addition to her advisory work, she operates as an independent insurance agent, specializing in the sales of fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm delivering services through a nationwide network of independent advisors. The firm serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management, financial planning, and retirement services across multiple customized program platforms.

Tracy Mazzoni is a financial advisor at LPL Financial with 22 years of industry experience. She holds a Series 66 designation and previously worked at Merrill for 21 years before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs, financial planning, and retirement consulting, supporting both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Brian Ford is a financial advisor with RBC Capital Markets in Richmond, VA, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He previously worked at City National Bank from 2020 to 2025. Outside of his advisory role, Ford serves on the boards of several organizations, including the Mt. Calvary Cemetery Association and the University of Richmond Estate Planning Advisory Council, and he is president of the board for the Trinity UMC Foundation. RBC Wealth Management serves individual and institutional clients with tailored portfolio management, financial planning, custody, and brokerage services. The firm offers a range of wrap fee advisory programs and integrates in-house and third-party investment managers, providing clients with customizable investment solutions.

Christopher Williams is a CFP® professional with 24 years of experience in financial advising. He is currently with Cetera and has prior roles at Virginia Asset Management LLC and Select Brokers, among others. He serves as a member of the alumni receivership committee for the Epsilon chapter of Pi Kappa Alpha, a nonprofit role related to fraternity oversight. Cetera Investment Advisers LLC operates as a multi-manager platform, providing services through a nationwide network of independent advisors. The firm serves individual, retirement plan, corporate, charitable, and institutional clients with portfolio management, financial planning, and access to various third-party managers and program structures.

James Fisher is a financial advisor at Ameriprise in Virginia Beach, VA, with 29 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked for Columbia Management Investment Distributors, Inc. and Columbia Management Investment Advisers, LLC for 13 years. Ameriprise offers a retirement-income planning service designed for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendations in partnership with the client’s advisor. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Justin King is Vice President and Private Wealth Management Advisor at Fidelity Investments, a position he has held since 2022. In this role, he partners with ultra high net worth families to collaboratively develop holistic financial plans that simplify complex financial questions, aiming to help these families build, protect, and transfer their wealth. King has extensive experience in the financial industry, with a career spanning multiple leadership roles. Prior to his current position, he served as Vice President and Branch Leader at Fidelity Investments from 2015 to 2022, and Assistant Branch Manager from 2014 to 2015. His background also includes managing partner responsibilities at Sophis Capital, and various managing director and vice president roles focused on equity sales, institutional sales trading, and sales trading leadership at firms including Bear Stearns & Co., Inc., ABN AMRO Incorporated, Salomon Smith Barney Inc., and Dain Bosworth Incorporated. His career began with a role as Special Projects Manager at Old Republic Companies from 1982 to 1985.

George Paul III is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and having 31 years of industry experience. His prior roles include positions at Securities America Advisors, Securities America Inc., and Next Financial Group Inc. In addition to his advisory work, he sells life insurance through Pinnacle First Financial Group. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing various investment tools and third-party solutions to construct portfolios across a broad range of asset classes.

George Gordon III is a financial advisor at Wells Fargo Advisors with 41 years of industry experience. He has worked at Wells Fargo Clearing and Wells Fargo Advisors LLC since 2009. Gordon serves as a board member of the Laurel Hill House Condominium Association and is involved in coaching with Richmond Volleyball and the Richmond Volleyball Club. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including specialized services such as business-owner transition and sports and entertainment planning. The firm integrates advisory services with various financial products and referral channels.

Mark Gottschalk is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 21 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Outside of his advisory role, he is a co-owner and partner in two residential rental properties. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing written financial planning recommendations across various topics without portfolio management as part of the service. The firm employs holistic, goal-based analyses and allows clients to combine planning with managed accounts under a consolidated billing option.

Amber Benkert is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and four years of industry experience. Prior to joining Wells Fargo Advisors in 2022, she worked at Kohl's from 2020 to 2022 and at Manchester High School from 2016 to 2020. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and fee-based financial planning services, including specialized areas such as business-owner transition planning and special-needs analysis.

Dennis Throckmorton is a financial advisor at OSAIC with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at OSAIC since 2024. His prior experience includes seven years with Securities America Advisors and Securities America Inc., as well as a long tenure with Next Financial Group Inc. outside of his advisory role, he is involved in the sales and servicing of insurance contracts. OSAIC Wealth, Inc. serves a diverse range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services along with various portfolio management tools and third-party platforms, supporting both discretionary and non-discretionary investment accounts.