Stephen Sigmon is a CFP®-certified financial advisor with LPL Financial, where he has worked since 2009. He has 30 years of industry experience, including nine years at MICG Investment Management, LLC. Sigmon is based in Williamsburg, VA. 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 financial planning and investment management services delivered by a large network of advisors using model portfolios, third-party subadvisors, and customized strategies.

Deann Rinehart is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 26 years of industry experience. Her prior work includes roles at Morgan Stanley Smith Barney, Securities America Inc., and Citigroup Global Markets Inc. She is associated with W B Jackson and Associates LLC, an entity related to her LPL business. 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 a range of financial planning and asset management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Corrie Goodwin is a financial advisor at Morgan Stanley with five years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2019. Her prior work includes a year at James City County Social Services and time as a stay-at-home mother. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery conversations and approved planning tools, providing advisory services without individual security recommendations as part of standalone plans.

Bradley Stewart is a CFP® with 16 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2012 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm follows an IPS-driven advisory process grounded in modern portfolio theory and offers both discretionary and non-discretionary services, with a notable range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Alice Jacobs is a Financial Advisor with Merrill Lynch Wealth Management. She specializes in working with growing families and retirees to plan for their financial futures and help achieve their financial goals. Alice collaborates closely with clients to understand their objectives and develops personalized investment strategies tailored to their specific needs. She emphasizes the importance of building strong relationships and providing consistent account oversight to adapt to clients' changing life circumstances. Originally from South Africa, Alice has experience as an Assistant Wealth Manager managing high net worth clients. She holds a Bachelor's Degree and a Master's Degree from the University of Johannesburg, as well as an advanced diploma in Estate Planning. Her expertise includes retirement, estate, and investment planning. Alice maintains the Personal Investment Advisor (PIA) designation. Outside of work, Alice is a wife and mother of two boys. She enjoys running, spending time with her family, traveling, and watching tennis and rugby with friends and family.

Joseph Montgomery is a CFP® with 49 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Montgomery holds the position of Treasurer at The Gladys & Franklin Clark Foundation, where he oversees grant requests and monitors investment performance. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s approach is IPS-driven and incorporates modern portfolio theory, including a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

James Christy is a financial advisor at RBC Capital Markets with 23 years of industry experience. He holds Series 63 and Series 65 designations. His prior work history includes roles at Northwest Financial Advisors LLC, NW Insurance Agency LLC, Northwest Financial Group LLC, and LPL Financial LLC. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment strategies. The firm offers diverse advisory programs and portfolio management services, utilizing both in-house and third-party investment managers.

Tracy Henderson is a financial advisor at Wells Fargo Clearing with 24 years of industry experience and holds a Series 66 designation. She has worked with Wells Fargo-based firms since 2010. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets and employing over 14,000 advisors.

Julie Holstrom is a financial advisor at Wells Fargo Clearing with seven years of industry experience. She holds the Series 66 designation and has worked at several firms, including PNC and Mass Mutual Investors Services. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory solutions. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Lyle Schiavone is a financial advisor with LPL Financial in Williamsburg, VA, holding Series 63 and Series 65 credentials and having 41 years of industry experience. He has been with LPL Financial since 2009 and previously worked at MICG Investment Management, LLC from 2007 to 2009. He is also the sole owner of Williamsburg Financial Group, an S Corporation. 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 portfolio programs, third-party asset management, and institutional platforms.

Dennis Wilt is a CFP® with 30 years of experience in financial advisory roles. He is currently with Morgan Stanley, having previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a variety of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and methodologies.

John Pattisall is a financial advisor at Morgan Stanley with 19 years of industry experience. He has worked at Morgan Stanley since 2009 and has been with Morgan Stanley Private Bank, National Association since 2015. His credentials include Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and proprietary investment models.

Charles Hartman is a financial advisor with Morgan Stanley in Williamsburg, VA, holding a Series 66 designation and 23 years of industry experience. His prior work includes roles at Citigroup Global Markets and Legg Mason Wood Walker, Incorporated. He serves as a Board Member at Large for the Williamsburg German Club, a local social organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and modeling tools but generally does not provide individual security recommendations within its standalone planning services.

Brady Rouse is a financial advisor at Wells Fargo Clearing with three years of industry experience. He holds a Series 66 designation and previously worked at Raymond James Financial and TowneBank. Outside of his advisory role, he serves as a sergeant and team leader in the North Carolina National Guard, focusing on disaster relief efforts. 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 advice grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, performance reporting, participant education, and plan benchmarking, with a notable range of financial products including insurance-related vehicles and bank deposit sweep options.

Erik Chaikin is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2002. He focuses on providing individualized financial and investment strategies tailored to each client's unique goals. Erik’s approach centers on building long-term relationships through personalized guidance and comprehensive wealth management services. With over 25 years of experience, Erik specializes in wealth accumulation, preservation, and transfer. He offers expertise in retirement planning, estate planning, tax minimization, corporate cash management, business transition planning, and portfolio management. Erik holds the Chartered Life Underwriter® (CLU®), Chartered Financial Consultant® (ChFC®), and Retirement Benefits Consultant designations, among others. He also provides fiduciary advisory services for defined contribution plans with assets of $10 million or more and manages personalized discretionary investment strategies. Erik earned a Bachelor’s degree from James Madison University. He is involved in his community through organizations such as Meals On Wheels and Habitat For Humanity and is affiliated with Bruton Parish Church. He resides in Williamsburg, VA, with his wife, Emily, their two sons, and their dogs.

Jennifer Daknis is a financial advisor with LPL Financial in Williamsburg, VA, holding Series 63 and Series 65 licenses with 27 years of industry experience. She has worked at LPL Financial since 2009 and was previously with MICG Investment Management, LLC for eight years. Outside of advisory work, she is involved in non-variable insurance including life, health, long-term care, and fixed annuities. 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 advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational tools and a broad platform including affiliated insurance and banking services.

John Martin Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 48 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2010 to 2016. 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 based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Albert Haskins is a financial advisor at LPL Financial with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with 1st Advantage Credit Union and CUSO Financial Services, Lp prior to joining LPL Financial. Outside of his advisory role, he is the head boys basketball coach at Bruton High School in Williamsburg, VA. 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 portfolios, third-party asset management, and institutional platforms, supporting a wide range of investment strategies.

Shannon Crank is a financial advisor with Raymond James Financial Services Advisors, Inc. in Williamsburg, VA, holding a Series 66 designation and 25 years of industry experience. Prior to joining Raymond James in 2009, Crank worked at Citigroup Global Markets, Legg Mason Wood Walker, and Merrill. Outside of his advisory role, he is an associate at Legacy Financial Group LLC, where he supports operational and cashiering duties. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm delivers tailored, non-discretionary planning and investment consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Connor Ware is a financial advisor with LPL Financial in Williamsburg, VA. He holds a Series 66 designation and has recently begun his career in the industry. Prior to joining LPL Financial, Ware has experience with the Williamsburg Financial Group and has been involved with the Boys and Girls Club of the Virginia Peninsula and Southwest Virginia. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions, offering a range of financial planning and investment management solutions with a focus on customized strategies and technology-supported research.