Michael Palmore is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Advisors since 2021, with prior experience at Wells Fargo Clearing and Lehman Brothers Inc. He is a 40% owner of STOEVER & PALMORE LLC, an investment-related business in Henrico, VA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and 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 and entertainment planning, and integrates advisory services with other financial products and referral channels.

Gary Kelman is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. Prior to joining Cambridge in 2025, he worked at Ameriprise Financial Services from 2013 to 2025. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides both discretionary and non-discretionary investment solutions and maintains proprietary model strategies alongside access to third-party managers.

Elizabeth Kabbani is a Financial Advisor with Merrill Lynch Wealth Management and a member of the Patrick-Cieslewicz Wealth Management Group. She collaborates with her team to build strong client-advisor relationships focused on understanding clients' priorities and creating personalized financial plans designed around their unique circumstances and goals. Elizabeth's background includes a bachelor's degree from Indiana University Bloomington. Prior to joining Merrill Lynch, she worked in crisis management and spent five years as a local sales representative for a craft brewery, assisting small businesses in growth and success. She holds the Personal Investment Advisor (PIA) designation. Elizabeth is involved in several professional and community organizations, including Delta Zeta Sorority, Indiana University Dance Marathon, Stonewall Sports, The Madison of DC, Girl Scouts Nation's Capital, Junior League of Richmond, Lab Rescue of Greater Richmond, St. Mary's Episcopal Church Arlington, Sunrise Senior Living, and Winkler Botanical Preserve. Her personal interests include cooking, dancing, music, pickleball, reading, singing, spending time with family, swimming, traveling, and yoga.

Jason Naperala is currently an Investment Solutions Representative III at Fidelity Investments, where he collaborates with clients to develop personalized financial plans aimed at achieving their financial goals. He has been with Fidelity Investments since 2023, progressing through roles including Investment Solutions Representative and Fixed Income Specialist. Prior to joining Fidelity, Jason worked as an Internal Wholesaler at Syabrus Partners in 2022 and as a Financial Advisor at Prudential from 2020 to 2022. His experience spans various aspects of financial advising and investment solutions. No information about his education, credentials, personal interests, or community involvement has been provided.

Aaron Rowe is a financial advisor with Edelman Financial Engines in Henrico, VA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Financial Engines Advisors L.L.C. since 2018, following roles at EF Legacy Securities, LLC and Edelman Financial Services LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary services across a diversified range of portfolios.

David Smith is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 28 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he has ownership in Smithtown Properties 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 uses research and analytics to support its investment approach and offers both brokerage and advisory solutions.

David Winn is a Senior Financial Advisor with Merrill Lynch Wealth Management. He brings over twenty years of experience in asset and wealth management, specializing in strategic active portfolio management for small businesses, corporate executives, and physicians. His expertise encompasses a broad range of client focus areas, including corporate executive services, executive compensation, family wealth management strategies, services for endowments and non-profits, LGBT wealth planning, liquidity management, personal retirement planning, portfolio management services, small business strategies, and individual and corporate investment strategy. Throughout his career, David has developed a holistic and analytical approach to portfolio management. He manages custom investment strategies on a discretionary basis, utilizing Merrill model portfolios and third-party investment options. Known for his integrity, honesty, and accountability, David maintains a limited client roster to ensure quality service. He serves clients from various sectors, including the medical field, pharmaceutical industry, major real estate development, businesses, and non-profits. David holds a Bachelor of Science degree in Finance and Financial Management from Virginia Polytechnic Institute and State University. He is a Personal Investment Advisor (PIA) and is committed to working closely with clients to develop personalized financial strategies. Outside of his professional work, David spends time with his twin children and pursues interests such as reading, scuba diving, and traveling. He is also actively involved in volunteering within the communities he serves.

Allison Buchik is a financial advisor with Fidelity, holding a Series 66 designation and four years of industry experience. She has worked at Fidelity since 2021, following a brief tenure at Ameriprise Financial and prior roles outside the investment field. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its role in managing registered investment companies, use of AI in research, and delivery of model portfolios to intermediary platforms.

Michael Thaler is a financial advisor at Cambridge Investment Research Advisors with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Cambridge Investment Research Advisors since 2011. Outside of his advisory role, he is president of Effective Ministries Inc., which supports ministries in Africa, and owns My Purpose Plan LLC, a business focused on creating inspirational and educational materials. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing multiple investment platforms and both proprietary and third-party strategies.

Robert Jean is a financial advisor at Edward Jones in Richmond, VA, holding the ChFC® designation with 22 years of industry experience. His career includes roles at Wells Fargo Clearing Services and TIAA-CREF among others. Outside of advisory work, he has worked as a banquet server and bartender at hospitality venues in Indiana and Virginia. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and affiliated investment options. The firm manages approximately $1.01 trillion in assets and supports a large national network of financial advisors and branch offices.

Charles Blades is a Senior Financial Advisor affiliated with Merrill Lynch Wealth Management. He brings extensive experience in delivering customized wealth management strategies tailored to the unique needs of each client. Charles and his team employ a holistic approach that encompasses clients’ goals, risk tolerance, liquidity requirements, and personal interests in order to help them achieve their financial objectives and plan effectively for the future. Charles holds a Bachelor’s degree from Georgia Southern University and maintains the Personal Investment Advisor (PIA) designation. Outside of his professional responsibilities, he is involved in community organizations including the YMCA, VSGA, Read to Them, and FeedMore. His personal interests include biking, golfing, music, tennis, and traveling.

Brian Gwaltney is a Financial Consultant currently working with Fidelity Investments since 2023. He provides financial guidance tailored to individual circumstances, emphasizing ongoing partnership and clear communication to help clients make informed decisions. Prior to his current role, Brian served as a Financial Advisor at Wells Fargo Advisors from 2019 to 2023 and as a Financial Representative with Northwestern Mutual from 2018 to 2019. His professional experience spans various aspects of financial advising across these organizations. Outside of his professional work, Brian engages in personal interests including bowling, football, and golf.

John Taylor III is a financial advisor with Wells Fargo Clearing in Richmond, VA, holding Series 63, Series 65, and Series 66 licenses and bringing 30 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as executor for his mother's estate. 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 uses research and analytics to support investment decisions across brokerage and advisory platforms.

Ryan Robertson is a CFP® and holds a Series 66 designation with 14 years of experience in the financial industry. He has been with Edward Jones in Richmond, VA since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated mutual funds under a fiduciary standard.

Nicholas Shedd is a Series 66-licensed financial advisor with Raymond James Financial, where he has worked for 11 years. He has also been associated with Mainsail Wealth Advisors during this time. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored, non-discretionary planning supported by analytical tools and maintains unique offerings such as municipal advisory services and a SIMPLE IRA Employer Advisory & Consulting Services program.

Anne Bouley is a financial advisor at Morgan Stanley with 39 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs a structured planning process supported by proprietary tools and manages approximately $2.74 trillion in client assets.

Peter Blum is a financial advisor at Merrill with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Merrill Lynch, Pierce, Fenner and Smith Incorporated since 2012 and Bank of America, N.A. since 2013. 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 with model-based and discretionary investment strategies.

Patrick Coor is a financial advisor with LPL Financial in Richmond, VA, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at MML Investors Services and Mass Mutual Life Insurance Company. Coor is involved with multiple business entities related to his advisory work, including ALCO Wealth Management and Allen Coor Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Harry Matheney II is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior roles include positions at The Prudential Insurance Company of America, NYLIFE Securities LLC, and New York Life Insurance Co. Matheney is also involved in a Prudential-sponsored non-variable insurance business. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm’s approach relies on model-driven investment implementation and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Sean Danowski is a CFP® and Series 66-registered financial advisor with Edward Jones, based in Midlothian, VA. He has seven years of industry experience, including roles at Genworth Financial before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.