Ingrid Kessener is a CFP® professional with 11 years of industry experience, currently serving at Edward Jones since 2014. She also has a long-standing role at Virginia Wayside Furniture, where she has been involved since 1995. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Patrick Thompson is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and nine years of industry experience. His prior work includes roles at Bank of America, Merrill, and service in the US Navy Reserves since 2014. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process 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.

Gwendolyn Belle is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Clearing and First Clearing, LLC. She is based in Richmond, VA. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and modeling techniques.

E Cockrell Jr. is a financial advisor with Morgan Stanley in Richmond, VA, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has worked at Morgan Stanley and its affiliates since 2007 and was previously with Dean Witter Reynolds Inc. since 1991. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-linked financial planning services.

Christopher Brennan is a financial advisor with Ameriprise in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he has involvement in real estate ownership unrelated to investment activities. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm offers a range of advisory, brokerage, and insurance solutions and uses a centralized consulting team to deliver tailored, research-driven retirement income recommendations.

Brude Stoever is a financial advisor with Wells Fargo Advisors in Richmond, VA, holding Series 63 and Series 65 credentials and having 34 years of industry experience. He previously worked with Wells Fargo Clearing from 2016 to 2021 before joining Wells Fargo Advisors. Outside of his advisory role, he is a 60% owner of Stoever & Palmore LLC, an investment-related business, and serves as a trustee of his father-in-law's trust. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, providing a broad range of planning options supported by proprietary research and tools. The firm integrates advisory services with other financial products and referral channels to serve clients with diverse financial needs.

Samuel Laneave is a financial advisor with LPL Financial and holds a Series 66 designation. He has 22 years of industry experience, having worked at several firms including Securities America Advisors, Investacorp Advisory Services, and J P Turner & Company Capital Management. Laneave is also involved with True Life and Legacy Planning LLC, an investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, providing a range of financial planning and investment management solutions.

Jerry Klich is a financial advisor with Ameriprise in Glen Allen, VA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he is a semi-professional magician and co-owner of a software development business called Medieval Interactive DBA Big Top Games. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized, written recommendation reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Sara Johnson is a financial advisor at Merrill with 18 years of industry experience. She holds a Series 66 designation and has previously worked at Private Capital Management, LLC, South State Advisory, South State Wealth, Bb&T Securities, LLC, and Truist Bank. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Marc Wein is a Financial Advisor at Merrill Lynch Wealth Management. He works with clients to develop personalized investment strategies aimed at pursuing their financial goals. Marc provides investing advice and access to Bank of America services, including banking and lending. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Brigham Young University. Marc's approach focuses on understanding what matters most to individuals and families to create tailored financial strategies.

Gregory Moore is a financial advisor with LPL Financial in Glen Allen, VA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at LPL Financial since 2009 and previously held roles at Wells Fargo Clearing from 2002 to 2009. Moore also operates businesses under the names Alexander Consulting Group and Synergy Wealth Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Mark Lange is a financial advisor with Morgan Stanley in Richmond, VA, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, Lange serves on the investment committee of a local nonprofit and owns several rental properties. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and methodologies.

William Saunders is a CFP® with 26 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2011. He also has a long-standing role with Equity Concepts dating back to 2003. Outside of his advisory work, Saunders serves as a commissioner for the RVA9 Golf League and is a board member of the Virginia State Golf Association. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals across wealth segments, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, employing both proprietary and third-party strategies with customizable discretionary and non-discretionary options.

Ernest Davidson Jr. is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Advisors Corporation for 32 years. He also serves as a wealth advisor with Capitol Financial Solutions. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and various advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party resources to manage portfolios across multiple asset classes.

Susan Craigie is a financial advisor with Raymond James & Associates in Richmond, VA, holding Series 63 and Series 65 credentials and 43 years of industry experience. She worked at Morgan Keegan & Company, LLC for 12 years before joining Raymond James in 2013. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning and consulting services supported by a broad range of portfolio management styles and affiliated research.

Robert Thompson is a financial advisor with Charles Schwab, holding a Series 66 designation and 18 years of industry experience. He has been with Charles Schwab Bank, SSB and Charles Schwab since 2011. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals primarily through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, delivering investment guidance through multi-asset model portfolios and due diligence on alternative investments.

Brantley Hathaway is a financial advisor with Raymond James & Associates in Richmond, VA, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Truist Advisory Services, Truist Investment Services, and BB&T Securities. He serves as a board member for St. Joseph's Villa, a nonprofit organization focused on connecting families with educational and community resources. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and nonprofit entities, offering personalized financial planning and consulting services that typically follow a non-discretionary model.

William Hassett is a financial advisor with Morgan Stanley in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank since 2015. Outside of his advisory role, he serves as a trustee for a trust in Ponte Vedra Beach, Florida. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools, offering a range of investment and planning solutions without individual security recommendations in standalone plans.

Destiny Holmes is a Planning Consultant at Fidelity Investments, a role she has held since 2024. She collaborates with clients to understand their financial goals and preferences, working alongside them to build tailored financial plans aimed at pursuing those goals. Destiny's professional experience at Fidelity Investments spans several roles, including Relationship Manager from 2022 to 2024 and Financial Representative from 2021 to 2022. This progression reflects her growing expertise in client relationship management and financial planning. Outside of her professional work, Destiny has interests in beach activities, cooking and baking, fitness, pets, softball, and traveling.

Susan Carman is a financial advisor at Merrill in Richmond, VA, holding Series 63 and Series 66 licenses with 34 years of industry experience. She has been with Merrill since 2009. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.