Barbour Farinholt Jr. is a Series 66-credentialed advisor with Raymond James & Associates in Richmond, VA, with two years of industry experience. Prior to joining Raymond James, he worked at Davenport & Company LLC and has a background including roles at Collegiate School and lacrosse organizations Harlem Lacrosse and 3rd Lacrosse. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets, serving individuals, institutions, charitable organizations, and public entities. The firm provides financial planning and non-discretionary investment consulting, drawing on multiple portfolio management styles and affiliated research, with notable municipal advisory services and a broad affiliate ecosystem.

Andrew Jeretina is a financial advisor at Edward Jones in Midlothian, VA, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Madison Wootton is a CFA® charterholder with 28 years of industry experience, currently serving as a financial advisor at Raymond James & Associates. Prior to joining Raymond James in 2023, Madison held advisory roles at Truist Advisory Services and Bb&T Securities, as well as at Scott & Stringfellow, Inc. She is an officer and board member of The John Lewis Mottley Cemetery Corporation, a nonprofit organization that manages a family cemetery and oversees its finances. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a diverse client base, including individuals, institutions, and municipalities. The firm provides financial planning and consulting services with a range of portfolio management approaches and is notable for its municipal advisory capabilities and extensive affiliate network.

Troy Yenser is a CFP® and Series 66 credentialed financial advisor with 17 years of industry experience. He has worked at Raymond James & Associates since 2018 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional entities, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

William Giesen is a financial advisor with Fidelity, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles across multiple Fidelity entities since 2004 and a prior position at MetLife Investment Fund Services LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm oversees sub-advisers and offers services including discretionary portfolio management, fund advisory, and model portfolio delivery.

Elizabeth Parsons is a financial advisor with Wells Fargo Clearing in Richmond, VA, holding Series 63 and Series 65 credentials. She has three years of industry experience, including roles at Wells Fargo Bank, nA since 2019. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, 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.

Matthew Horn is a financial advisor with RBC Capital Markets in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at City National Bank, Truist Advisory Services, BB&T Securities, and Scott & Stringfellow. He serves as treasurer for the Conservation Park of Virginia and is a trustee for the endowment fund of Second Presbyterian Church. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with customizable investment strategies implemented through in-house and third-party managers, supported by RBC’s extensive capital markets and asset management capabilities.

Caroline Salman is a Senior Financial Advisor with Merrill Lynch Wealth Management. She holds the professional designation of Personal Investment Advisor (PIA), reflecting her expertise in investment planning and portfolio management. Caroline earned a Bachelor's Degree from Smith College and completed her Master of Business Administration (MBA) at Northwestern University. Her educational background supports her role in providing comprehensive financial advice to clients.

John Corrigan IV is a CFP®-credentialed financial advisor with 20 years of industry experience, operating through Personal Financial Experiences, LLC in Midlothian, VA. He has also conducted customer behavior research and consulting through Customer Analytics Consulting, LLC since 2008. Personal Financial Experiences, LLC is an independent firm focused on providing personalized financial advice.

John Philips is a CFA® charterholder and founder of Clear Point LLC in Richmond, VA, with 21 years of experience in the financial industry. He has managed Clear Point LLC since its inception in 2004. Clear Point LLC is an independent firm serving clients through personalized investment management and financial planning.

Iyad Fattoum is a financial advisor at Canaan Investment Management with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley, Morgan Stanley Private Bank, N.A., and Merrill. He is based in Midlothian, VA. Canaan Investment Management is an independent firm focused on delivering personalized financial services.