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.

Wendy Poole is a financial advisor at Ameriprise with seven years of industry experience. She holds the Series 66 designation and has worked at Ameriprise and its affiliated entities since 2017, with prior experience at TFA Associates, LLC. Outside of her advisory role, she is involved in managing a body repair and paint shop, County-Line Collision Center, LLC. Ameriprise is a large institutional firm offering retirement-income planning services primarily for clients with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations tailored to clients’ income needs and asset allocations.

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.

Robert Schinsky is a financial advisor with Ameriprise in Richmond, VA, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he is a co-owner of Red Gator LLC, which manages his Ameriprise business, and he operates Spotted Hound Inc., an S corporation established for tax-efficient management of his advisor compensation. Ameriprise offers specialized retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to produce customized recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

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.

Elizabeth Tyler is a financial advisor with Wells Fargo Clearing in Richmond, VA, holding Series 63 and Series 66 designations and 32 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously served at Wachovia Bank, N.A. since 2002. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, 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 supported by research from the Wells Fargo Investment Institute and third-party data.

Scott Paciocco is a financial advisor with Mass Mutual Investors Services in Mechanicsville, VA, holding Series 63, 65, and 66 credentials and with 26 years of industry experience. He has been with MML Investors Services, Inc. and MassMutual Life Insurance Company since 2001. Outside of his advisory role, he serves as a head coach for an 8U baseball team. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a collaborative annual planning process using firm-approved software and various educational programs.

Samantha Dunn is a Financial Advisor at Merrill Lynch Wealth Management. She joined Merrill in 2021 after completing the Bank of America and Merrill Lynch Wealth Management Internship Program, which provided her with experience across multiple divisions including Consumer and Small Business Banking and Consumer Investments. Samantha holds the Personal Investment Advisor (PIA) designation. She earned a B.S. in Business Administration with a concentration in Finance and a minor in Leadership Studies from Christopher Newport University. During her time at university, she served as Chief Financial Officer of the Captain's Educational Enrichment Fund, managing a large portfolio of the school's investments and leading a team of student analysts. Samantha focuses on areas such as education planning, family wealth management strategies, liquidity management, and socially responsible investing including ESG. She leverages investment planning technology and assists clients in utilizing financial planning apps to provide personalized portfolio strategies and tailored education. Outside of work, she is involved with Impact100 Richmond and resides in Richmond, VA with her husband and dog Fenway.

Judith Staufer is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and 18 years of industry experience. She has been with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and proprietary modeling techniques in its financial planning process.

Christopher Weller is a CFP® and ChFC® credentialed financial advisor with seven years of industry experience. He has been with Edward Jones since 2019 and previously worked at West Creek Financial, Sherwin-Williams, and The Country Club of Virginia. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and services through a large network of financial advisors and branch offices nationwide.

Eugene Rushton is a financial advisor with Raymond James & Associates in Richmond, VA, holding Series 63 and Series 66 licenses and nine years of industry experience. Before joining Raymond James in 2021, he worked at Sagepoint Financial, INC. and spent a year at the University of Virginia. Outside of advising, he is a co-owner of Les Yeux Du Monde, a business he inherited with his sister in 2021. Raymond James & Associates is a large firm serving individuals, institutions, and municipal entities with financial planning and advisory services. The firm offers a range of investment strategies and is noted for providing municipal advisory services alongside wealth management and consulting programs.

Kevin Wood is a financial advisor at Wells Fargo Clearing with 44 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Ameriprise and Ameriprise Financial Services, Inc. before joining Wells Fargo in 2024. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering tailored services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with options for discretionary management and a broad range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Luke Culpepper is a financial advisor at Edward Jones in Midlothian, VA, holding a Series 66 designation. He has experience working at Davenport & Company and Northwestern Mutual, and he has also been engaged in full-time education for several years prior to his advisory roles. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and maintains a large national network of financial advisors and branch offices.

Eileen Mozingo is a financial advisor with Wells Fargo Advisors, holding Series 63, 65, and 66 licenses and bringing 36 years of industry experience. She has worked within various Wells Fargo entities since 2008, including Wells Fargo Advisors and Wells Fargo Clearing. Wells Fargo Advisors Financial Network is a large 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, including specialized areas such as business-owner transition and special-needs analysis, using proprietary research and tools to develop tailored recommendations.

Evan Fabricant is a ChFC®-designated financial advisor with Mass Mutual Investors Services in Mechanicsville, VA, with 27 years of industry experience. He has been with Mass Mutual and its subsidiary MML Investors Services since 2003. Outside of his advisory role, he also works as an agent in a life and health insurance business. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements and various specialized programs, including divorce planning and estate-settlement services.

William Comer is a financial advisor with LPL Financial in Glen Allen, VA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include positions at Virginia Asset Group, Infinex Investments, EVB/SONA Bank, BB&T Investment Services, Wells Fargo Clearing, and Wachovia Securities. He is involved with Ashpark Financial Group, LLC, a related investment activity in Glen Allen. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of strategic and tactical investment options and operational tools.

David Kraft is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he has ownership interests in a holding company and a real estate business in Midlothian, VA. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm employs a large network of advisors and combines research from Wells Fargo Investment Institute with third-party data to support its investment approach.

Stephen Gow is a CFA® charterholder and holds the Series 66 designation with 23 years of industry experience. He is currently with Raymond James & Associates and has prior experience at Truist Advisory Services, Truist Investment Services, and Bb&T Securities. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves individuals, institutions, pension plans, charitable organizations, and governmental entities. The firm offers financial planning and investment consulting through a range of portfolio management styles, supported by extensive research and a nationwide adviser network.

Michael Andrews Jr. is a financial advisor with LPL Financial who holds Series 63 and Series 65 credentials and has 23 years of industry experience. He previously worked at Lincoln Financial Securities, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, Metlife Securities Inc., and New England Securities. Outside of advisory services, he is also active as an insurance agent specializing in non-variable insurance products, including whole life and disability insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving 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, supported by technology tools and a broad network of over 22,800 advisors.