Sean Tyll II is a financial advisor with LPL Financial in Richmond, VA, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of advising, he is the owner of Liquid RVA LLC, an indoor fitness facility in Richmond. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

Heather Lambert is a financial advisor with Wells Fargo Advisors in Richmond, VA, holding Series 63 and Series 66 credentials and having 25 years of industry experience. She has been with Wells Fargo Advisors since 2009 in various capacities. Outside of her advisory role, she co-owns a home remodeling business with her spouse. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning solutions and integrates advisory services with other financial products and referral channels.

Gerardo Serrano is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior experience includes roles at Atlantic Union Bank and Wells Fargo. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Michael Tuteral is a financial advisor at Edelman Financial Engines with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Financial Engines Advisors L.L.C., Edelman Financial Services, LLC, and Vectors Research Management, LLC. Edelman Financial Engines provides technology-enabled investment advisory services primarily for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and serves a large client base through a combination of advisor-led and online offerings.

Stacey Baker is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 26 years of industry experience. She has been with Wells Fargo Clearing since 2017 and took a salary continuation leave with Wells Fargo Securities from 2016 to 2017. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party databases.

Charles Bradshaw is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors in Richmond, VA. He has been with Wells Fargo and its affiliated entities since 2009. Bradshaw is a member of the Elk Hill Foundation committee, where he participates in discussions on investment policy and asset allocation. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutions, providing tailored recommendations supported by Wells Fargo research and planning tools. The firm’s comprehensive planning covers a range of client needs, including specialized services such as business-owner transition and special-needs analysis.

James Snell is a financial advisor with MassMutual Investors Services in Glen Allen, VA, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. His prior experience includes roles at MassMutual Life Insurance Company, Geico, Truist Investment Services, and Wells Fargo Advisors. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, utilizing firm-approved tools to deliver written recommendations within collaborative annual planning relationships.

Peter Squire Jr. is a financial advisor with Raymond James & Associates in Richmond, VA, holding a Series 63 designation and 42 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and sponsors wrap fee advisory programs.

Walter Fisher is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following six years at Wells Fargo Advisors LLC. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Mark Macinnis is a financial advisor with Mass Mutual Investors Services in Glen Allen, VA, holding Series 63 and Series 65 credentials and 24 years of industry experience. He previously worked at MetLife Securities Inc. and MassMutual Life Insurance Company. Outside of his advisory role, he is the head wrestling coach at Midlothian High School. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning, asset management, and educational services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers structured, collaborative financial planning engagements using firm-approved analytical tools, with implementation of recommendations facilitated through separate brokerage or insurance arrangements.

Sean Ekiert is a financial advisor with Raymond James & Associates in Richmond, VA, holding Series 63 and Series 65 designations and 28 years of industry experience. He has been with Raymond James since 2013. Ekiert serves on the Citizen Budget Advisory Committee for Chesterfield County Public Schools, reviewing and making recommendations on the school budget. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers both non-discretionary advisory services and institutional consulting, with a notable focus on public finance and municipal work.

Patrick Dauer is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked with Prudential Insurance Company of America and Pruco Securities, LLC for over two decades. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and other institutions. The firm offers financial planning, advisory, and brokerage services supported by proprietary research, model portfolios, and third-party asset management programs.

Jesse Lamphere is a financial advisor with Wells Fargo Clearing in Richmond, VA, holding a Series 66 designation and four years of industry experience. He has been with Wells Fargo Bank, N.A. since 2016 and Wells Fargo Clearing since 2021. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Karen Redding is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing eight years of industry experience. Her background includes roles at Avantax Advisory Services and Avantax Investment Services, and she is also the owner of Karen Redding LLC, which operates Liberty Tax Service. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory through a network of independent professionals. The firm provides a variety of investment implementation options and maintains proprietary and unaffiliated model strategies tailored to client objectives.

Richard Garnett is a financial advisor at UBS Financial Services with a Series 66 designation and two years of industry experience. His prior roles include positions at Pennsylvania State University, Southern Brick, and Collegiate School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans and manages a range of services including portfolio management, financial planning, and capital markets activities.

Marcel Morin is a financial advisor with LPL Financial based in Glen Allen, VA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior experience includes roles at Kestra Financial Services and Questar Asset Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide, offering a range of advisory programs, financial planning, and retirement plan consulting with both discretionary and non-discretionary management supported by proprietary and third-party research.

Michael Rafferty is a financial advisor at UBS Financial Services with a Series 66 designation and three years of industry experience. He previously worked at Edelman Financial Engines for five years and Total Quality Logistics for one year. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides access to proprietary research and capital markets services.

Daniel Di Candilo is a financial advisor with Edward Jones in Ashland, VA, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices across the country.

Radoslaw Wolosiuk is a financial advisor at Edward Jones with 21 years of industry experience. He holds the Series 66 designation and previously worked at ICMA Retirement Corporation for 18 years. 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds.

Robert Bowman is a CFA® charterholder with 25 years of industry experience, currently serving at Robert W. Baird & Co. since 2024. His prior roles include positions at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services LLC. He is part of The DDK Group within Baird’s Private Wealth Management department, which provides financial planning, portfolio management, and consulting services to individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm combines manager-traded and model-traded strategies with ongoing research and oversight, managing approximately $394 billion in regulatory assets as of December 31, 2025.