James Moon is a financial advisor at Raymond James & Associates with 45 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James since 2013. 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, pension plans, corporations, and government entities, offering wealth advisory planning and institutional consulting through a range of programs and research-supported recommendations.

Alexander Damm is a CFP®-certified financial advisor with five years of industry experience. He is currently with Ameriprise in Richmond, VA, where he has been since 2022. His prior roles include positions at Verus Financial Partners and experience in various non-financial sectors. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing written recommendation reports and ongoing planning advice focused on retirement income, asset allocation, and tax-aware withdrawal strategies.

James Mc Pherson is a financial advisor with Edelman Financial Engines, holding a Series 66 designation and bringing 14 years of industry experience. He has worked at several firms, including LPL Financial from 2008 to 2017, and has been with Edelman Financial Engines and its affiliated entities since 2017. 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, offers sub-advisory services, and supports a large client base through advisor-led and online platforms.

Lesemann Marshall is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His prior experience includes roles at BMO Bank, Fleet Farm, Triad Hybrid Solutions, Spire Investment Partners, and Capital Group/American Funds. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory and investment solutions supported by a nationwide network of financial advisors.

Dean Sadak is a financial advisor with OSAIC who holds Series 63, 65, and 66 licenses and has 43 years of industry experience. He previously worked at Securities America Advisors, Securities America Inc., and NEXT Financial Group, Inc. Outside of his advisory role, he volunteers as an assistant coach for youth basketball leagues. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation tools and manages portfolios including stocks, bonds, mutual funds, ETFs, and alternative investments on both discretionary and non-discretionary bases.

Kathleen Fagan is a financial advisor with Wells Fargo Advisors in Richmond, VA, holding a Series 66 designation and 14 years of industry experience. She has been with Wells Fargo Advisors and its predecessor since 2010. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and uses proprietary research and tools to develop tailored recommendations delivered through meetings and written summaries.

Emily Armstrong is a financial professional with 15 years of industry experience, currently associated with Cetera. She holds the Series 66 designation and has worked at several firms, including Virginia Asset Management and Securian Financial Services. In addition to her advisory role, she serves as a notary public in an independent contractor capacity. Cetera Investment Advisers LLC is an SEC-registered firm that provides services to individual clients, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a variety of portfolio management and financial planning solutions through a multi-manager platform with access to affiliated and third-party managers.

Zachary Campbell is a financial advisor at Cetera with nine years of industry experience. He holds a Series 66 designation and previously worked with Virginia Asset Management and Securian Financial Services. In addition to his advisory role, he sells life, health, disability, fixed annuities, and long-term care insurance. Cetera is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management and financial planning services across various program structures.

Gregory Jastrzemski is a financial advisor with UBS Financial Services in Richmond, VA. He holds a Series 66 designation and has 13 years of industry experience, including 14 years with UBS. 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 employs proprietary capital market assumptions and research to tailor plans and portfolio management to clients’ goals and risk tolerances.

Philip Clark is a CFP® professional with 19 years of experience in financial services. He is currently affiliated with Cetera and is the owner of Clark Wealth Planning. Prior to his current roles, he has worked at firms including Avantax and Raymond James Financial Services. Clark serves as treasurer for a nonprofit organization, Florida 2026. Cetera Investment Advisers LLC is a nationwide SEC-registered firm that provides advisory services to individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management, financial planning, and consulting services.

Jacob Snow is a financial advisor with Edward Jones in Chesterfield, VA, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked in retail and food service roles and spent ten years in full-time education. Outside of advising, he operates a small business selling Pokémon cards on eBay. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Brian Shea is a Financial Consultant at Fidelity Investments, where he focuses on helping clients make informed financial decisions through clear guidance in investing, retirement income planning, and wealth management. He collaborates closely with clients to develop personalized strategies aligned with their financial goals, utilizing Fidelity's resources. Brian has accumulated experience in the financial services industry through various roles, including Vice President-Financial Consultant at Charles Schwab and Senior Financial Consultant at TD Ameritrade. His career began as a Business Development Specialist at TD Ameritrade, demonstrating a progressive trajectory in client advisory and financial consulting roles. Outside of his professional work, Brian enjoys activities such as board games, camping, social events with friends, movies, parenthood, and skiing.

Steven White is a financial advisor with LPL Financial, holding a Series 66 license and 19 years of industry experience. He has been with LPL Financial since 2010 and previously worked at Claris Financial, LLC. White is also involved with Great Oak Wealth Management, LLC, an investment-related business associated with his LPL practice. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

John Haddix is a financial advisor with Wells Fargo Clearing in Midlothian, VA, holding a Series 66 designation and 19 years of industry experience. His career includes roles at Wells Fargo Advisors LLC and Wachovia Bank, N.A. Outside of his advisory work, he owns and operates JAX SPEED, LLC, a motorsports company. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broad range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Christopher Hogge is a financial advisor with Equitable Advisors and holds the Series 66 designation. He has two years of industry experience, including roles at Cary Street Partners and Capital Financial Group. Outside of his advisory work, he volunteers as the middle school head basketball coach at Saint Patrick Catholic School in Norfolk, VA. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and a broker-dealer.

Karen Whitlock is a financial advisor with Wells Fargo Clearing in Richmond, VA. She holds Series 66 and Series 63 designations and has nine years of industry experience. Whitlock has been with Wells Fargo Clearing since 2016, following eight years at Wells Fargo Advisors, LLC. Wells Fargo Advisors is a national securities firm that provides 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 supports a large network of financial advisors, offering both brokerage and advisory solutions.

Ashley Foster is a financial advisor with Cetera, holding CFP® and Series 66 credentials and nine years of industry experience. She has worked at Virginia Asset Management since 2016 and currently owns Mindful Divorce Solutions, where she assists clients going through divorce. Foster also sells fixed insurance products including life, health, disability, fixed annuities, and long-term care coverage. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services across discretionary and non-discretionary program options.

Bradford Spangler is a financial advisor at LPL Financial with 11 years at the firm and a total of 7 years of industry experience. He holds the Series 63 and Series 65 licenses. Outside of his advisory role, he is a notary public for the Commonwealth of Virginia. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

James Woo is a financial advisor with Ameriprise in Glen Allen, VA, holding Series 63 and Series 65 licenses and possessing 30 years of industry experience. He has been with Ameriprise since 1996, including its predecessor firm, and has ownership interests in a technology business, Youncl Corp. He also serves as Treasurer on the Board of Directors for Waikiki, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that emphasizes dependable income sources and tax-aware withdrawal strategies. The firm's retirement program involves a centralized team that collaborates with advisors to produce written Recommendation Reports based on proprietary research and tools.

Derek McGinthy is a Financial Consultant at Fidelity Investments, where he has been working since 2022. He has held various roles within Fidelity since 2010, including Planning Consultant, Relationship Manager, Financial Representative, Retirement Brokerage Services, and Defined Contributions Specialist. Prior to his time at Fidelity, Derek was a General Supervision Specialist at SunTrust Investment Services and a Personal Banker at Wells Fargo. Throughout his career, Derek has focused on financial planning as a collaborative process, guiding clients toward their life goals by integrating their personal and financial circumstances. His professional experience spans multiple facets of financial services, emphasizing client education and personalized financial guidance. Outside of his professional life, Derek enjoys family activities, fishing, golf, skiing, soccer, and traveling.