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.

Marco Backus is a Financial Consultant at Fidelity Investments, a role he has held since 2025. Prior to this, he served as an Investment Solutions Representative at Fidelity Investments in 2024 and was a Customer Relationship Advocate at the company from 2022 to 2024. His professional experience at Fidelity Investments encompasses various client-facing roles focused on financial consulting and investment solutions. Raised in Germany, Marco relocated to the United States, bringing a broad range of experiences that enable him to connect with clients from diverse backgrounds. He provides straightforward financial guidance aimed at helping clients feel confident about their financial futures. Outside of his professional responsibilities, Marco enjoys cooking and baking, participating in family activities, engaging in fitness and outdoor adventures, as well as reading and traveling.

Carter Raymond is a financial advisor with Ameriprise in Midlothian, VA, holding a Series 66 designation and three years of industry experience. Before joining Ameriprise, he worked in various roles including at Murry and Kuhn Dentistry and Lexus of Richmond, and spent 13 years with Chesterfield County Public Schools. Outside of his advisory work, Carter operates the scoreboard for men’s basketball home games at Richard Bland College in Petersburg, VA. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual planning focused on reliable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Bruce Griggs is a financial advisor at OSAIC with 24 years of industry experience. He holds the Series 66 designation and has previously worked at Securities America Advisors and Next Financial Group, Inc. In addition to his advisory role, he is involved with Pinnacle First Financial Group, LLC, where he sells life insurance. OSAIC serves a diverse range of clients including individual investors, pension plans, corporations, and charitable organizations through a broad network of advisers. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party managers to construct portfolios tailored to client needs.

William Jorgensen Jr. is a financial advisor with Ameriprise in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, offering written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers services through a centralized consulting team in partnership with financial advisors.

Samuel Knight is a Certified Financial Planner® (CFP®) with seven years of industry experience. He has worked at Edward Jones since 2018 and previously spent seven years with Chesterfield County Public Schools. 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 through a nationwide network of more than 23,700 financial advisors, offering a range of advisory programs and investment solutions under a fiduciary standard.

Thomas Hughes is a financial advisor at Raymond James Financial Services Advisors, Inc. with 34 years of industry experience. He holds the Series 63 and Series 65 designations and has been associated with Raymond James and TowneBank since 2015. Hughes also serves as an associate at TowneBank in Richmond, VA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, along with unique municipal advisory capabilities and specialized SIMPLE IRA consulting programs.

William Jiles is a financial advisor with LPL Financial, holding the Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior work includes over a decade at Capitol Securities Management, Inc., and he also operates Jiles Wealth Management, LLC. Additionally, he is involved in teaching activities in Chester, VA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides various advisory programs, retirement plan consulting, and brokerage services, supported by research and model portfolios from multiple sources.

William Cully III is a CFP® professional at OSAIC with 10 years of industry experience. He previously worked at Royal Alliance for eight years and Bank of America, N.A. for three years. OSAIC serves a diverse range of retail and institutional clients, providing integrated brokerage and investment advisory services through a large network of affiliated advisors. The firm employs various asset-allocation tools and offers access to multiple investment platforms, including third-party money managers and unified managed accounts.

Michael Palmore is a financial advisor with Wells Fargo Advisors in Richmond, VA, holding a Series 66 designation and bringing 23 years of industry experience. He has worked within various Wells Fargo entities since 2009. His outside activities include partial ownership of an investment-related business, Stoever & Palmore LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. Advisors use Wells Fargo research and planning tools to develop tailored recommendations, offering clients flexibility in implementation through brokerage or advisory programs.

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.

George Rowley Jr. is a financial advisor with Edward Jones in Midlothian, VA, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2018, he worked at Southern Glazer's Wine & Spirits for two years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory and investment solutions supported by a large nationwide network of financial advisors and branch offices.

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.