George Wright Jr. is a financial advisor with Raymond James Financial who holds a Series 66 designation and has 18 years of industry experience. He has been affiliated with Raymond James Financial Services Advisors, Inc. since 2009 and is the owner of Legacy Financial Group in Williamsburg, VA, where he has worked since 2012. Wright also serves on the Endowment Investment Committee of St Martin Episcopal Church. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports a broad network of advisors and affiliated firms.

Douglas Hartz is a financial advisor with LPL Financial in Williamsburg, VA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at LPL Financial since 2011 and simultaneously has been with Citizens And Farmers Bank since 1998. 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.

Spaska Boyanova is a financial advisor with Morgan Stanley in Williamsburg, VA, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and methodologies.

Beth Brauner is a financial advisor at Morgan Stanley in Williamsburg, VA, holding Series 63 and Series 66 credentials with three years in the industry. Prior to joining Morgan Stanley in 2023, she spent five years with Abundance Organizing and engaged in volunteer work from 2015 to 2018. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Eugene O Leary is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with LPL Financial since 2017, following prior roles at National Asset Management and National Securities Corporation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diverse advisory programs, financial planning, and retirement consulting, supported by research and various model portfolio options.

Jason Cooprider is a financial advisor at LPL Financial with 22 years of industry experience. He holds a Series 66 designation and previously worked for Mass Mutual Investors Services and MassMutual Life Insurance Company for 19 years. Jason is also involved with Cooprider Financial Partners, an entity connected to his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, supporting both discretionary and non-discretionary management with access to model portfolios, research, and various investment strategies.

Warren Martin is a financial advisor at LPL Financial with 16 years of industry experience. He holds a Series 66 credential and previously worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Co. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers financial planning, advisory programs, and retirement consulting, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Peter Kokolis is a financial advisor with Morgan Stanley in Williamsburg, VA, holding Series 63 and Series 65 licenses and with 29 years of industry experience. He has worked with Morgan Stanley and its Private Bank since 2009. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning services without individual security recommendations, generally acting in an advisory capacity.

Victoria Lyttle is a financial advisor with LPL Financial in Williamsburg, VA, holding Series 63 and Series 65 licenses and having 28 years of industry experience. She has been with LPL Financial since 2009. Outside of her advisory work, she serves as a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of advisors. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and various portfolio management strategies.

Kailen Gildersleeve Denton is a Certified Financial Planner® with 19 years of industry experience. She is currently with Morgan Stanley, having previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Her credentials include the CFP®, Series 63, and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets, utilizing structured planning tools and varied advisory programs.

Julie Kandel Pogue is a financial advisor with Morgan Stanley in Williamsburg, VA, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. She has been with Morgan Stanley Private Bank, N.A. since 2017 and Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes a structured financial planning process supported by firm-approved tools and analysis from its Global Investment Committee.

Barbara Spady is a Series 66 licensed financial advisor with Raymond James Financial Services Advisors, Inc., bringing 21 years of industry experience. She has been associated with Raymond James since 2012 and has worked at TowneBank since 2015. Her ancillary involvement includes non-owner roles with Quill Private Wealth and Towne Wealth Management. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs customized planning and analytical tools to guide client decisions and supports a wide network of advisors with specialized programs including municipal advisory and SIMPLE IRA employer consulting services.

Walter Mowry is a CFP® with 28 years of industry experience, currently affiliated with Raymond James Financial in Williamsburg, VA. He has worked with Raymond James Financial and its related entities since 2009 and also has been associated with Legacy Financial Group, LLC since 2010. Outside of advisory work, he is involved in managing real estate holdings and serves as a trustee for a trust account. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

John Kokolis is a financial advisor with Morgan Stanley in Williamsburg, VA, holding a Series 66 designation and bringing 24 years of industry experience. He has been with Morgan Stanley since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analysis from its Global Investment Committee.

Scott Glaze is a financial advisor at Raymond James Financial with 18 years of industry experience. He has been with Raymond James Financial Services Advisors, Inc. since 2013. Outside of his advisory work, he is a partner in rental real estate ventures, where he manages property-related responsibilities. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm provides tailored, non-discretionary planning and consulting, utilizing risk profiling and analytical tools, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Gerald Dagostino is a Certified Financial Planner (CFP®) with 26 years of industry experience. He is affiliated with Cetera and Mosaic Wealth Advisors LLC, serving as president and CEO of the latter since 2014. In addition to his advisory work, he operates a CPA firm providing tax preparation, financial statements, and bookkeeping services. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a broad range of portfolio management and consulting services through a large nationwide network of independent advisors, utilizing both discretionary and non-discretionary program structures.

David De Blass is a financial advisor at Edward Jones with 25 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2018. Prior to that, he worked at Lumber Liquidators and Newtown Automotive. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Charles Carder is a financial advisor with Morgan Stanley, holding a Series 66 designation and having 21 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and at Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets dating back to 2006. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment research.

Timothy Roscher is a financial advisor at Cetera with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including VOYA Financial Advisors and Cetera Wealth Services. Outside of his advisory role, he serves as the head varsity golf coach at Christchurch School and is the post commander of the American Legion Post 83. He is also the owner and president of The Treble Maker, LLC, a disc jockey service. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services, including access to third-party money managers and multiple program platforms, managing over $256 billion in assets through more than 10,000 advisors.

Susan Orange is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. Her prior work includes roles at Wells Fargo Advisors LLC from 2009 to 2016 and subsequent positions within Raymond James firms since 2017. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools like risk profiling and probability modeling to support client decisions, with specialized municipal advisor affiliations and customized advisory programs.