Lisa Little is a financial advisor at Wells Fargo Advisors with 10 years of industry experience. She holds a Series 66 designation and has worked with Wells Fargo Clearing since 2016. Outside of her advisory role, 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 financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory solutions with other financial products and referral channels.

Brandon Pope is a financial advisor with Thrivent Investment Management in Midlothian, VA, holding a Series 66 designation and one year of industry experience. He previously worked at Wells Fargo and has experience with community organizations such as Hope Point Church and Chesterfield Christian Academy. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based analyses across a broad range of financial planning topics, with services available on a one-time or ongoing basis. The firm separates planning from managed-account services and typically conducts annual reviews of recommendations.

Malleri Temple is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and two years of industry experience. Prior to joining Wells Fargo Clearing in 2024, Temple has been with Wells Fargo Bank, N.A. since 2011. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers a broad range of brokerage and advisory solutions.

Christopher Vidler is a CFP® professional with 18 years of industry experience, currently serving as an advisor at Raymond James Financial Services Advisors, Inc. He previously worked at Northwestern Mutual in various capacities over 15 years. In addition to his advisory role, he is an insurance agent specializing in non-variable life, disability, and long-term care policies. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports institutional consulting and portfolio management across a large advisor network.

Brett Stafford is a CFP® with 14 years of industry experience, currently affiliated with Charles Schwab in Glen Allen, VA. He has been with Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. since 2018, and previously worked at Michelin North America from 2016 to 2018. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management, multi-asset model portfolios, and access to alternative investments through a centralized and integrated operational platform.

William Mccarthy is a financial advisor at Fisher Investments in Richmond, VA, holding Series 63 and Series 66 licenses with 25 years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services LLC, and Davenport & Company LLC. Fisher Investments serves institutional and private clients worldwide, managing discretionary portfolios across equities, fixed income, and blended mandates. The firm uses a centralized investment approach combining quantitative and qualitative methods to construct globally diversified portfolios and offers sub-advisory and retirement plan services.

Debra Bruce is a financial advisor at Cetera with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including AXA Advisors, LLC and EXL. Outside of her advisory work, she is a notary public. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a nationwide network of independent advisors and provides access to both affiliated and third-party model portfolios.

Alan Markfeld is a financial advisor with Wells Fargo Advisors in Richmond, VA, holding Series 63 and Series 66 registrations. He has 28 years of industry experience with prior roles at firms including OSAIC, Triad Advisors, Gallagher Fiduciary Advisors, and Delaware Distributors. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients meeting certain net-worth thresholds, using Wells Fargo research and planning tools to develop recommendations delivered through meetings and written summaries.

Samantha Adkins is a financial advisor at Fidelity with seven years of industry experience. She holds the Series 66 designation and has worked at Fidelity Brokerage Services LLC since 2020, with prior roles at Financial Dynamics & Associates, Morgan Stanley Private Bank, N.A., and Wells Fargo. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment funds. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, overseeing model portfolios built from mutual funds, ETFs, and ETPs.

Nicholas Stiefel is a financial advisor at OSAIC with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Sagepoint Financial, Mass Mutual, and the University of Virginia. OSAIC serves a diverse client base, including individual, high-net-worth, institutional, and charitable clients, offering integrated brokerage and advisory services, financial planning, and access to various investment platforms. The firm employs asset-allocation tools and automated rebalancing to manage portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Edward Booth is a financial advisor with Merrill in Richmond, VA, holding Series 65 and Series 66 licenses and bringing eight years of industry experience. Prior to joining Merrill, he worked at Bank of America Private Bank and Elder Law Management. He serves as a board member and secretary of the CFA Society Virginia and holds several roles with charitable organizations focused on environmental conservation, including The Nature Conservancy and the Capital Region Land Conservancy. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Herbert Modrak III is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and 18 years of industry experience. He previously worked at BB&T Securities before joining Cambridge Investment Research Advisors in 2019. Modrak serves as a board member for the Smoketree Community Association in Midlothian, VA. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements.

Robert Waters is a financial advisor with LPL Financial in Richmond, VA, holding a Series 66 designation and 16 years of industry experience. He previously worked at Lincoln Financial Advisors from 2010 to 2024. Outside of his advisory role, Waters is involved with Crump Academy Financial, a non-variable insurance business, and operates Waters Wealth Consultants LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and various technology tools.

Kamran Raika is a financial advisor with Wells Fargo Advisors in Richmond, VA, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at Wells Fargo Advisors since 2019 and previously at Wells Fargo Clearing from 2016 to 2019. Outside of advisory work, he is a co-owner and silent partner in a hospitality business that holds a Hampton Inn hotel. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services using proprietary research and tools, with a focus on discrete engagements tailored to client needs.

Casey Farmer is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2018, with prior roles at Bank of America and Wells Fargo Clearing. Outside the financial sector, he spent two years at Tradition Brewing Company. Merrill, together 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary strategies developed by internal and third-party managers.

Bruce Arnett is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including BB&T Securities, Scott & Stringfellow, Truist Securities, and Deutsche Bank Securities. He is based in Richmond, VA. 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 approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics from its investment institute and third-party sources.

Jason Pruden is a CFP® and ChFC® with 20 years of industry experience. He is currently with OSAIC and previously worked at Royal Alliance Associates, Inc. and John Hancock Financial Network. He also serves as an advanced planning consultant for Capitol Financial Solutions and acts as an agent under a power of attorney for a family member. OSAIC serves a diverse client base including individual and institutional investors, offering a range of brokerage, investment advisory, and financial planning services through a large network of affiliated advisers and multiple platforms. The firm utilizes asset-allocation tools and automated rebalancing to construct portfolios that may include various asset classes and supports both discretionary and non-discretionary account management.

Charles Bugg is a financial advisor with Morgan Stanley in Richmond, VA, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Morgan Stanley in 2025, he worked with Northwestern Mutual and related entities from 2022 to 2025. Outside of his advisory roles, he has served in educational and camp settings, including Collegiate School and Camp Rivers Bend. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutional clients, with around $2.74 trillion in client assets. The firm’s financial planning services use structured discovery and firm-approved tools to develop tailored plans, emphasizing an advisory role in planning without providing individual security recommendations as part of standalone plans.

Nicole Frost is a financial advisor with Thrivent Investment Management in Midlothian, VA, holding a Series 66 designation and three years of industry experience. Her prior work includes roles at CarMax, Inc. and Jamberry. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning addressing various financial topics without implementing recommendations, allowing clients to combine planning with managed-account services under a consolidated billing option called WealthPlan.

Christopher Campbell is a CFP® with nine years of industry experience, currently serving as a financial advisor at Morgan Stanley in Richmond, VA. He previously worked at Edward Jones for nine years and at Campbell, Bonner & Associates for two years. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services including estate planning strategies and various investment programs.