John Foster IV is a financial advisor with Raymond James & Associates in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he serves as treasurer for St. Martin's In The Field, a summer chapel in Richmond, and is a director on the board of the Virginia Retirement System. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering tailored financial planning and consulting services with a range of portfolio management styles and affiliated research resources.

Emmett Corboy is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 16 years of industry experience. He has worked at Cetera and its affiliated entities since 2019 and previously held roles at Foresters Financial Services and VACE. Outside of his advisory work, he serves as a volunteer on the board of directors for Rise Richmond. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services utilizing both discretionary and non-discretionary strategies across multiple program platforms.

Jason Habel is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds the Series 66 designation and has worked at various Morgan Stanley entities since 2001, including Morgan Stanley Private Bank, N.A., and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured planning tools and investment research, managing approximately $2.74 trillion in client assets.

Christopher Moore is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He previously worked at Lincoln Financial Securities Corporation for 10 years and has operated Moore Financial Services since 1998. Outside of advisory work, he is a commissioned notary in Virginia. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from internal and third-party sources.

John Tekavec is a financial advisor with Raymond James Financial Services with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Atlantic Union Bank since 2019, while also maintaining a role at Raymond James since 2010. In addition to his advisory work, he is involved with Atlantic Union Financial Consultants, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with specialized municipal and public finance services and innovative advisory programs.

Susan Ann Bradshaw is a financial advisor with Wells Fargo Advisors in Richmond, VA, holding a Series 66 designation and seven years of industry experience. She has been with Wells Fargo Advisors since 2020, following twenty years at WELLS FARGO Advisors, LLC. Outside of her advisory role, she serves on the finance committee of River Road United Methodist Church. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including cash-flow, retirement, education, and niche planning such as business-owner transition and special-needs analysis.

Timothy Thompson is a financial advisor with Osaic Wealth, Inc. in Glen Allen, VA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Old Dominion Asset Management, Inc. since 1995 and held positions at LPL Financial and H. Beck, Inc. He also operates as an independent insurance agent specializing in life, disability, and long-term care insurance. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage, advisory, and financial planning services. The firm employs asset-allocation tools, efficient-frontier analysis, and third-party money managers to construct diversified portfolios for various client types.

Dragan Uzelac is a financial advisor at UBS Financial Services with nine years of industry experience. He holds the Series 66 designation and has worked at UBS since 2018, following roles at Merrill and Bank of America. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and mutual fund distribution. The firm combines institutional trading capabilities with wealth management, offering a broad range of services supported by proprietary research and capital markets expertise.

Sophia Crowe is a financial advisor with Wells Fargo Clearing in Richmond, VA. She holds a Series 66 designation and has been in the industry since 2023, with prior experience at Contractors USA Incorporated and involvement with the YMCA. She also attended James Madison University from 2021 to 2025. 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 approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Kelly Ross is a financial advisor at Morgan Stanley with 18 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved tools to model financial outcomes.

William Cabell II is a financial advisor at RBC Capital Markets in Richmond, VA, holding a Series 66 designation with eight years of industry experience. He previously worked at City National Bank and has been with RBC Capital Markets since 2017. Outside of his advisory role, he serves as an officer in the Rotary Club of Richmond, holding positions as club secretary, president-elect, and president for the 2025-2026 term. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple wrap fee advisory programs tailored to clients’ risk profiles, combining in-house and third-party investment resources along with integrated lending and cash management options.

Guy Miller is a Senior Financial Advisor at Merrill Lynch Wealth Management with 47 years of experience in the financial services industry. He works as part of a three-professional team, including his son and a sales assistant, collectively bringing 74 years of expertise. The team focuses on diversified, balanced equity portfolios tailored to individual client needs. Mr. Miller’s areas of expertise include college education planning, family wealth management strategies, LGBT wealth planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, sports and entertainment, and retirement income. He holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree in General Management from Georgia Tech, part of the University System of Georgia. Outside of his professional role, Mr. Miller has personal interests in boating, fishing, football, and hunting.

Bowlman Bowles III is a financial advisor at RBC Capital Markets with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at City National Bank, Truist Advisory Services, and Scott & Stringfellow, Inc. Outside of his advisory work, Bowles serves on the board of the US Global Leadership Coalition and acts as an Assistant Scoutmaster for the Boy Scouts of America. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored advisory programs with discretionary and non-discretionary management, utilizing both in-house and third-party investment managers.

Matthew Jannone is a Financial Consultant currently working at Fidelity Investments. In his role, he collaborates with clients to develop financial plans and investment strategies tailored to their specific goals, wants, and needs. Matthew has experience in various financial consulting roles, including positions as an Investment Consultant and Planning Consultant at Fidelity Investments, as well as a Financial Consultant and Client Service Specialist at TD Ameritrade. His professional background spans from 2017 to the present, demonstrating progressive experience in the financial services industry.

Daniel Chase is a financial advisor with Cambridge Investment Research Advisors in Richmond, VA, holding a Series 66 designation and one year of industry experience. He has worked at several firms including Cetera and Covenant Wealth Management, and has a background that includes roles outside finance such as landscaping through his business, Cutting to the Chase LLC. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and related services through independent Financial Professionals, utilizing proprietary models and third-party strategies tailored to client objectives.

Alan Hess is a financial advisor with Wells Fargo Clearing who holds Series 63 and Series 65 credentials and has 30 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, Hess serves as treasurer for the VA Home for Boys and Girls, where he oversees financial contributions and program income. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment process is driven by investment policy statements and modern portfolio theory, with a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Bryan Halstead is a financial advisor with Wells Fargo Clearing in Richmond, VA, holding Series 63 and Series 65 licenses and having 40 years of industry experience. He has worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where he has been since 2016. Wells Fargo Advisors is a national securities firm that serves individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm combines research and analytics with a large platform of brokerage and advisory solutions.

Vic Bennett Jr. is a financial advisor with Wells Fargo Clearing in Richmond, VA, holding Series 63 and Series 65 licenses. He has been with Wells Fargo and affiliated firms since 2021 and has additional work experience as a drumline instructor at Tucker High School and as an organist with Greater Refuge Church Ministries. 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 combines research from Wells Fargo Investment Institute with a broad range of financial products through its bank and insurance affiliates.

Samuel Sager is a Series 66-licensed financial advisor at Equitable Advisors with two years of industry experience. Prior to joining Equitable Advisors, he held positions at DoorDash and ABC Supply Co, and he has experience working in educational and community organizations. Equitable Advisors serves individual and institutional clients, providing financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party models and offers a range of investment options including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Naveed Yousufzai is a financial advisor at Morgan Stanley in Richmond, VA, with nine years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill from 2016 to 2022. Outside of his advisory role, he is employed with Securitas Security Services, USA, in a customer service capacity. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to both individual and institutional clients. The firm emphasizes structured financial planning supported by firm-approved tools and serves clients through personalized plans as well as corporate financial planning agreements.