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.

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 two years of industry experience. His prior experience includes roles at LPL Financial and Wealth Enhancement Group, along with periods of full-time education. 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 tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

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.

Betty Schutte Box is a CFP® professional with 26 years of industry experience, currently serving at Raymond James & Associates since 2018. Her prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory work, she is the owner and president of Shake Rag LLC, a rental real estate business. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning and consulting through various advisory programs and emphasizing non-discretionary client relationships.

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.

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 in Richmond, VA, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Centauri Health Solutions and Morgan Stanley Private Bank. Murray is a director of the Rotary Club of Western Henrico, where he helps plan charity events and service projects. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets, supported by a nationwide network of financial advisors and branch offices.

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.

Jeremy Blubaugh is a financial advisor with Edward Jones, holding a Series 66 license and 18 years of industry experience. He previously worked at IGM Brokerage LLC, DWS Distributors, Inc., Hartford Funds Distributors, LLC, and Bluerock Capital Markets, LLC. Outside of advising, he owns businesses in marketing and gift-giving, including Coinflip Marketing LLC and Gift Hopper, where he participates in ownership meetings. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, investment strategies, and affiliated financial services. The firm manages over $1 trillion in assets through a nationwide network of advisors and branch offices.

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.

Christopher Andres Jr. is a Series 66 licensed financial advisor with Cetera, where he has worked since 2025. He has no prior industry experience before joining Cetera and has held several positions outside of finance, including roles at Exquisite Pools, Foundry Golf Club, Palermo Restaurant, and James Madison University. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, managing over $256 billion in assets through a large network of independent advisors.