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.

Cameron Murray is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank, Morgan Stanley, Centauri Health Solutions, CoStar Group Inc, and Jarchem Industries. Murray serves as a Club Director for the Rotary Club of Western Henrico in Richmond, VA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ryan Taylor is a financial advisor with LPL Financial in Henrico, VA, holding Series 63 and Series 65 licenses and 19 years of industry experience. He previously worked at Ohio National Equities Inc and Ohio National Financial Services from 2006 to 2018. Outside of his advisory role, he serves as an assistant golf coach at Saint Christopher's School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, retirement plan consulting, and access to model portfolios supported by research from LPL and third-party subadvisors.

Michael Sobilo is a CFP® professional with 20 years of experience in the financial services industry. He is currently affiliated with LPL Enterprise and has held prior roles at Prudential Insurance Company of America, Pruco Securities, Level Four Advisory Services, and LPL Financial. Additionally, he is involved with J M Ford & Associates, offering group and individual health insurance services. LPL Enterprise serves a diverse client base including individuals, high-net-worth clients, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm provides financial planning, consulting, access to model portfolios, third-party asset management, and various brokerage and insurance products within an integrated platform.

Dhanya Patel is a financial advisor with UBS Financial Services in Richmond, VA. She holds a Series 66 designation and has been in the industry since 2024, with prior experience at Nasdaq Dorsey Wright and several educational institutions. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings tailored to clients' goals and risk tolerances.

Patrick Jorgensen is a Series 66 credentialed financial advisor with nine years of industry experience. He has been with Ameriprise Financial Services since 2015, currently serving at their Richmond, VA office. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, notable for its Premier Retirement Income service which provides detailed retirement income planning through written recommendations and ongoing advice. The firm’s approach incorporates proprietary research, third-party data, and algorithmic tools, focusing on dependable income sources and tax-aware withdrawal strategies.

Crystal Farris is a Series 66 registered financial advisor with Wells Fargo Advisors, based in Richmond, VA, with two years of industry experience. Prior to joining Wells Fargo Advisors in 2024, she worked at Wells Fargo Clearing from 2011 to 2024. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services across a broad range of areas, including retirement, education, and specialized planning such as business-owner transition and special-needs analysis. Advisors utilize Wells Fargo’s research and planning tools to develop tailored recommendations delivered through meetings and written summaries.

James Baber IV is a financial advisor with Raymond James & Associates in Richmond, VA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. Before joining Raymond James in 2017, he worked at Janney Montgomery Scott from 2011 to 2017. He serves on the boards of several nonprofit organizations, including the Ask Childhood Cancer Foundation and The Titmus Foundation, where he is involved in finance and investment-related activities. Raymond James & Associates provides financial planning and investment consulting to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program, with a focus that includes municipal and institutional consulting.

Matthew Whitaker is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at Securities America Advisors and Next Financial Group Inc. Outside of advisory work, he occasionally assists clients with life insurance needs and works part-time as a delivery driver for DoorDash. OSAIC serves a wide range of retail and institutional clients through an extensive network of affiliated advisers, offering integrated brokerage, investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across various asset classes on discretionary or non-discretionary bases.

Jack Estep is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2013. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and emphasizes structured planning processes supported by firm-approved tools and models.

Christopher Alfano is a financial advisor at Morgan Stanley in Richmond, VA, with two years of industry experience. He holds a Series 66 designation and previously worked at OakHeart Financial Group. Outside of finance, he has experience working in golf course and recreational facility operations. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support its financial advisory services.

Scott Macmillan is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked within Wells Fargo entities since 2009. Outside of his advisory role, he owns and operates Macmillan Enterprises LLC, a personal finance-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning, using Wells Fargo research and planning tools to develop tailored recommendations for clients.

Peyton Bodziak is a CFP® and Series 63-registered financial advisor with Raymond James Financial, based in Gloucester, VA. Peyton has held roles at Northwestern Mutual Investment Management and Mainsail Wealth Advisors, where he currently serves as an Associate Advisor. His background includes experience outside finance, such as positions at the United States Naval Academy and Virginia Tech Polytechnic Institute and State University. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension and profit-sharing plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, with a distinctive focus on advisory services that support clients in making their own investment decisions.

Robert Fischer is a financial advisor with Morgan Stanley in Richmond, VA, holding Series 63 and Series 65 licenses and possessing 37 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and with Citigroup Global Markets since 2006. Outside of his advisory work, Fischer engages in teaching the Six Hats thinking methods and authors a book titled *The Naked Portfolio Manager*. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

Gail Waldman is a CFP® with 24 years of experience in the financial industry, currently with Cambridge Investment Research Advisors since 2024. She previously led Waldman Financial Advisers for 16 years and has provided advisory services through Cambridge Investment Research, Inc. since 2008. Outside of finance, she works as a mediator for various issues in Maryland and Virginia and volunteers with a custom laser engraving business. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, providing both proprietary and third-party model strategies across multiple platform arrangements.

Bassam Fahel is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he manages the operation of Tanyard Vines, a vineyard business, and serves as treasurer on the board of directors for Aylett Bible Fellowship. Ameriprise is an institutional firm that offers a retirement-income planning service focused on individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Isaiah Symeonides is a financial advisor with Wells Fargo Clearing and holds Series 63 and Series 65 licenses. He has two years of industry experience, including prior roles at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC. 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 a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Joseph Grappone is a financial advisor with Wells Fargo Clearing in Richmond, VA, holding a Series 66 designation and 16 years of industry experience. He has worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing in 2016. He serves on the James Madison University Finance & Business Law Executive Advisory Board, advising on finance and business curriculum. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Lisa Little is a financial advisor with Wells Fargo Advisors who holds the Series 66 designation and has nine years of industry experience. She has been affiliated with Wells Fargo Clearing since 2016 and joined Wells Fargo Advisors Financial Network in 2026. Outside of her advisory work, she serves as an executor for her father's estate. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and uses proprietary research and tools to develop tailored recommendations.

Brandon Pope is a Series 66 credentialed financial advisor with Thrivent Investment Management, based in Midlothian, VA. He has experience working at Wells Fargo and Thrivent Financial since 2024. Outside of financial services, his background includes roles at the Virginia Cancer Institute and involvement with several community and church organizations. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing goal-based financial analyses and planning without discretionary trading authority. The firm allows clients to integrate planning with managed-account services under a consolidated billing option while maintaining separate service structures.