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.

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 licenses and bringing 29 years of industry experience. He previously worked at Janney Montgomery Scott for six years before joining Raymond James in 2017. Baber serves on the boards of several nonprofit organizations, including the Ask Childhood Cancer Foundation, The Titmus Foundation, and the Zeta Lodge Institute, where he contributes to finance and scholarship activities. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, charitable organizations, and municipal entities—offering financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by a broad range of portfolio management styles and affiliated research.

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®-credentialed financial advisor with one year of industry experience, currently affiliated with Raymond James Financial in Glen Allen, VA. He has previous experience with Mainsail Wealth Advisors and Northwestern Mutual Investment Management. Outside of his advisory roles, he has held various positions including work at Image Asphalt Maintenance and educational institutions. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm utilizes a tailored, non-discretionary approach incorporating risk profiling and analytical tools, and supports a broad advisor network with specialized municipal advisory capabilities and employer plan consulting services.

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 25 years of experience in the financial industry. She is currently affiliated with Cambridge Investment Research Advisors and has held previous roles at Waldman Financial Advisers and Cambridge Investment Research, Inc. Outside of her advisory work, she serves as a mediator for a variety of issues in Maryland and Virginia and volunteers with a custom laser engraving business. Cambridge Investment Research Advisors serves a broad client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers a range of investment implementation options, including proprietary model strategies and access to unaffiliated strategists, with both discretionary and non-discretionary approaches tailored to client objectives.

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.

Ryan Jenvey is a financial advisor at Cetera with seven years of industry experience. He holds the CFP® designation and Series 66 license. His prior experience includes roles at Securian Financial Services Inc and Virginia Asset Management. Outside of advisory work, he has served as an agent/broker for fixed insurance sales. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

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.

Paul Hagen is a Planning Consultant at Fidelity Investments, where he has been serving since 2026. In this role, he focuses on building lasting partnerships with clients by guiding them through personalized financial planning and designing tailored strategies to bring clarity and simplicity to their financial lives while protecting and growing their wealth. Prior to his current position, Paul held several roles at Fidelity Investments, including Relationship Manager from 2024 to 2026, Financial Representative in 2024, and Financial Services Representative from 2023 to 2024. Before joining Fidelity, he gained experience as a Tax Intern at Deleon & Stang from 2022 to 2023. Outside of his professional work, Paul has interests in cars, fishing, motorcycles, outdoor adventures, skiing, and soccer.