Sharron Ross is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She has worked at Cetera and Cetera Investment Services LLC since 2019 and previously spent nine years at Fic. Outside of her advisory role, she volunteers at Crutchfield Farms, a family farm. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios and various investment programs.

Kyle Morgan is a Financial Consultant currently working at Fidelity Investments. He has experience in financial consulting and investment consulting roles within the company, having served as an Investment Consultant in 2023 and as a Financial Consultant from 2023 to the present. Prior to joining Fidelity Investments, Kyle worked as a Financial Advisor at Equitable Advisors from 2019 to 2023. Kyle is focused on assisting families and individuals in understanding how to leverage their financial assets to pursue their goals. His professional background encompasses various facets of financial advising and investment consulting. Outside of his professional work, Kyle enjoys baseball, golf, hiking, snowboarding, traveling, and participating in social events with friends.

Daniel Caffrey is a financial advisor at OSAIC with 30 years of industry experience. He holds the CFP® and ChFC® designations and previously worked at Lincoln Financial Securities Corporation for 12 years. Outside of his advisory role, he serves as president of the Foxfire Homeowners Association and as executive secretary of the Ancient Order of Hibernians, a charitable and fraternal organization. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, including financial planning, retirement plan consulting, and access to third-party money managers.

Alexander Brennan is a financial advisor with Ameriprise in Richmond, VA, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC, Truist Bank, and Morgan Stanley. Ameriprise Financial Services serves both individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides ongoing advice focused on income sources and tax-aware withdrawal strategies.

R. Brandon Moore is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in personalized wealth management strategies for business owners, individuals, and families. He helps clients create and preserve wealth through tailored financial planning and customized strategies aligned with their long-term goals. In his role as a Retirement Benefits Consultant, Moore collaborates with business leadership teams to administer company retirement plans and develop educational initiatives designed to assist employees in achieving their retirement objectives. With a career in financial services beginning in 2003, Moore brings extensive experience working with diverse client groups including business owners, doctors, and families. His expertise covers areas such as divorce transition planning, executive compensation, family wealth management, employee financial health, and investment consulting for defined benefit and contribution plans. Moore employs a consultative and service-focused approach, prioritizing a comprehensive understanding of each client's full financial picture to recommend appropriate, client-centered financial services and create goals-based wealth management plans. He holds multiple professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Moore earned a bachelor's degree from Hampden-Sydney College. He is actively involved in his community through roles such as Advisory Board Member of the Massey Cancer Center at VCU, Board Chair of Swift Creek YMCA, Rotarian with the Brandermill Rotary Club, and Vice President of Baseball for Chesterfield Little League. Outside of his professional and community commitments, he enjoys baseball, football, golfing, ice hockey, music, soccer, softball, spending time with his family, and watching movies.

Marian Crawford is a CFP® and Series 66 credentialed financial advisor with four years of industry experience. She is currently with LPL Financial and has previously worked at OSAIC, Securities America Advisors, Minnesota Life Insurance Co, Virginia Asset Management, and Securian Financial Services. Outside the financial sector, she operated Free Run Wine Merchants for six years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides advisory and brokerage services through a large network of investment adviser representatives, offering a range of financial planning and investment management solutions.

Stuart Blankenship is a financial advisor at Cambridge Investment Research Advisors with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Lincoln Financial Securities Corporation and OSAIC. In addition to his advisory role, he is also an insurance agent offering accident/health insurance, disability insurance, fixed annuities, and traditional life insurance products. Cambridge Investment Research Advisors serves a broad client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers various portfolio management options, proprietary and third-party model strategies, and maintains institutional features such as advisor transition loans and equity participation arrangements.

Gilda Burket is a financial advisor at Raymond James Financial with two years of industry experience. She previously worked at Wells Fargo from 2014 to 2021 and has been associated with Raymond James Financial Services, Inc. and Mainsail Wealth Advisors since 2022. Burket is a Series 66 licensed professional. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individual and high-net-worth clients, corporations, and institutional clients. The firm offers tailored non-discretionary planning using analytical tools and supports advisory programs and institutional portfolio management.

Crawford Higgins is a financial advisor at UBS Financial Services with a Series 66 credential and one year of industry experience. His prior work includes roles at ERM, Inc., Trinity Consultants, Inc., and Bank of Botetourt, as well as academic experience at the University of Virginia. UBS Financial Services serves individual, corporate, and institutional clients through a comprehensive range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor financial plans.

Jennifer Pickelhaupt is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and one year of industry experience. She has been with Wells Fargo Bank, N.A. since 2010. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Samuel Rivera is a financial advisor at Fisher Investments with 14 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Thrivent Financial for Lutherans and Thrivent Investment Management Inc. He has been with Fisher Investments since 2017. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across various asset classes. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and manages risk using strategies such as tax-loss harvesting and defensive tactics.

Andrew Mc Daniel is a Series 66-licensed financial advisor with Equitable Advisors in Richmond, VA, bringing two years of industry experience. Prior to joining Equitable Advisors, he worked at Guidehouse for four years and has a background that includes experience at Hess Financial and employment outside the financial sector at Chill's Grill and Bar. Equitable Advisors serves a broad client base including individual investors, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm uses a comprehensive advisory approach that incorporates client risk assessment and the use of third-party asset managers and model portfolios.

Artis Garrett is a financial advisor with Mass Mutual Investors Services in Glen Allen, VA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior work includes roles at OneAmerica Securities, American United Life, and MSI Financial Services. Outside of finance, he owns Nightskool Entertainment LLC, a music label focused on developing and promoting artists, and he is also an author. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative client engagements and event-driven planning services.

Paul Davis is a financial advisor at LPL Financial with seven years of industry experience. He holds a Series 66 designation and previously worked at Durham Public Schools and Lyft before joining LPL Financial. Davis also provides non-variable insurance sales and service focused on term-life and long-term care policies. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management services, employing both proprietary and third-party investment strategies across discretionary and non-discretionary accounts.

Christopher Carlin is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 16 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wachovia Bank, N.A. starting in 2005. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by in-house research and third-party analytics.

Marco Backus is a Financial Consultant at Fidelity Investments, a role he has held since 2025. Prior to this, he served as an Investment Solutions Representative at Fidelity Investments in 2024 and was a Customer Relationship Advocate at the company from 2022 to 2024. His professional experience at Fidelity Investments encompasses various client-facing roles focused on financial consulting and investment solutions. Raised in Germany, Marco relocated to the United States, bringing a broad range of experiences that enable him to connect with clients from diverse backgrounds. He provides straightforward financial guidance aimed at helping clients feel confident about their financial futures. Outside of his professional responsibilities, Marco enjoys cooking and baking, participating in family activities, engaging in fitness and outdoor adventures, as well as reading and traveling.

Bruce Griggs is a financial advisor at OSAIC with 24 years of industry experience. He holds the Series 66 designation and has previously worked at Securities America Advisors and Next Financial Group, Inc. In addition to his advisory role, he is involved with Pinnacle First Financial Group, LLC, where he sells life insurance. OSAIC serves a diverse range of clients including individual investors, pension plans, corporations, and charitable organizations through a broad network of advisers. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party managers to construct portfolios tailored to client needs.

William Jorgensen Jr. is a financial advisor with Ameriprise in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, offering written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers services through a centralized consulting team in partnership with financial advisors.

Thomas Hughes is a financial advisor at Raymond James Financial Services Advisors, Inc. with 34 years of industry experience. He holds the Series 63 and Series 65 designations and has been associated with Raymond James and TowneBank since 2015. Hughes also serves as an associate at TowneBank in Richmond, VA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, along with unique municipal advisory capabilities and specialized SIMPLE IRA consulting programs.

William Cully III is a CFP® with 11 years of industry experience, currently affiliated with OSAIC in Richmond, VA. He previously worked at Royal Alliance for eight years and Bank of America, N.A. for three years. OSAIC serves a diverse client base, including individual investors, high-net-worth clients, pension plans, corporations, and nonprofits, offering a broad range of integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs various asset-allocation and portfolio construction tools and supports multiple platforms and third-party managed account solutions.