Craig Dods is a financial advisor with Wells Fargo Advisors in Richmond, VA, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. He has worked within various Wells Fargo entities since 2009. Outside of his role at Wells Fargo, Dods holds a 28% ownership in Granite Wealth Management, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients meeting certain net-worth thresholds. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Carmen Taylor is a financial advisor at Cetera with over 41 years of industry experience. She holds the ChFC® designation as well as Series 63 and Series 65 licenses. Her career includes long tenures at Securian Financial Services, Inc. and Southwestern Life Insurance Company. Outside of her advisory role, Taylor is involved in fixed insurance sales and manages a family-associated property and casualty insurance agency. Cetera Investment Advisers LLC operates as a multi-manager platform serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors, managing over $256 billion in assets.

Debra Marble is a financial advisor with Ameriprise in Midlothian, VA, holding a Series 66 designation and one year of industry experience. Her prior work includes roles at Megastar Financial, UnitedHealthcare, and the Seattle School District. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored recommendations delivered through a centralized consulting team.

Griffin Flinn is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. He has worked previously at Kestra Advisory, Kestra Investment Services, Cambridge Investment Research, and Alpha Wealth Advisors, where he continues to maintain an affiliation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both proprietary and third-party research to support diversified investment strategies.

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.

Chad Nystrom is a financial advisor with 21 years of experience, currently affiliated with Cetera. He holds a Series 66 credential and has worked with firms including Virginia Asset Management and Select Brokers, LLC. Outside of advisory work, he is also involved in fixed insurance sales and owns family rental properties marketed through VRBO. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving a diverse client base, including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options and access to third-party money managers.

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.

Vern Emlin White is a financial advisor at Charles Schwab with three years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab Bank, Townebank, and in non-financial roles including hospitality and education. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory models and access to discretionary separately managed accounts, supported by its integrated operational structure.

Marian Crawford is a CFP®-certified financial advisor with four years of industry experience, currently with LPL Financial in Richmond, VA. Her prior roles include positions at OSAIC, Securities America Advisors, and Minnesota Life Insurance Co. Outside of financial advising, she was involved with Free Run Wine Merchants for six years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm provides various advisory programs and financial planning services, utilizing both discretionary and non-discretionary management strategies supported by research and multiple portfolio options.

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.

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 65 and Series 63 licenses and 18 years of industry experience. He has worked with Mass Mutual Life Insurance Co. and MML Investors Services since 2021, and previously with OneAmerica Securities and American United Life from 2016 to 2021. Outside of finance, Garrett owns Nightskool Entertainment LLC, a music label focused on developing and promoting artists, and he is also the author of a book published in 2023. 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, utilizing firm-approved software and event-driven planning programs to deliver tailored recommendations.

Paul Davis is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and previously worked with Durham Public Schools and Lyft. He also provides non-variable insurance sales and service, primarily term-life and long-term care insurance. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing model portfolios and research from various sources.

Christopher Carlin is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following six years at Wells Fargo Advisors LLC and over two decades at Wachovia Bank, N.A. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s process is driven by investment policy statements and modern portfolio theory, incorporating a broader range of financial products than many peers, including insurance-related vehicles and bank deposit sweep options.