John Pattisall is a financial advisor at Morgan Stanley with 19 years of industry experience. He has worked at Morgan Stanley since 2009 and has been with Morgan Stanley Private Bank, National Association since 2015. His credentials include Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and proprietary investment models.

Charles Hartman is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Hartman serves as a Board Member at Large for the Williamsburg German Club, a social organization in Williamsburg, Virginia. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and engages in diverse financial services including broad retail and institutional offerings.

Brady Rouse is a financial advisor at Wells Fargo Clearing with three years of industry experience. He holds a Series 66 designation and previously worked at Raymond James Financial and TowneBank. Outside of his advisory role, he serves as a sergeant and team leader in the North Carolina National Guard, focusing on disaster relief efforts. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, performance reporting, participant education, and plan benchmarking, with a notable range of financial products including insurance-related vehicles and bank deposit sweep options.

Erik Chaikin is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2002. He focuses on providing individualized financial and investment strategies tailored to each client's unique goals. Erik’s approach centers on building long-term relationships through personalized guidance and comprehensive wealth management services. With over 25 years of experience, Erik specializes in wealth accumulation, preservation, and transfer. He offers expertise in retirement planning, estate planning, tax minimization, corporate cash management, business transition planning, and portfolio management. Erik holds the Chartered Life Underwriter® (CLU®), Chartered Financial Consultant® (ChFC®), and Retirement Benefits Consultant designations, among others. He also provides fiduciary advisory services for defined contribution plans with assets of $10 million or more and manages personalized discretionary investment strategies. Erik earned a Bachelor’s degree from James Madison University. He is involved in his community through organizations such as Meals On Wheels and Habitat For Humanity and is affiliated with Bruton Parish Church. He resides in Williamsburg, VA, with his wife, Emily, their two sons, and their dogs.

Jennifer Daknis is a financial advisor with LPL Financial in Williamsburg, VA, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. She has been with LPL Financial since 2009. Outside of her advisory role, she is involved in non-variable insurance including life, health, long-term care, and fixed annuities. 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 various financial planning and advisory programs, including model portfolios and retirement plan consulting, with discretionary and non-discretionary management options.

John Martin Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 48 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2010 to 2016. 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 based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Albert Haskins is a financial advisor with LPL Financial in Williamsburg, VA, holding Series 63 and Series 65 credentials and with 16 years of industry experience. He has worked at LPL Financial since 2025 and previously spent over a decade at 1st Advantage Credit Union and CUSO Financial Services. Outside of his advisory role, Haskins serves as the head boys basketball coach at Bruton High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs and financial planning services, supported by research and various portfolio management options.

Shannon Crank is a financial advisor with Raymond James Financial, holding a Series 66 designation and 24 years of industry experience. She has worked with Raymond James Financial Services Advisors, Inc. since 2009. Outside of her advisory role, she is employed as an associate at Legacy Financial Group LLC, where she supports operational and cashiering duties as well as assisting the branch manager. 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, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports municipal and public-finance work through its affiliation with a municipal advisor.

Connor Ware is a financial advisor at LPL Financial with a Series 66 credential and less than one year of industry experience. He has worked with Williamsburg Financial Group and LPL Financial LLC and has been involved with community organizations including the Boys and Girls Club of the Virginia Peninsula and Southwest Virginia. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services supported by research and multiple portfolio management options.

Travis Collins is a financial advisor at Edward Jones in Williamsburg, VA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked for Deloitte for two years and served in the United States Army for ten 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 under management and offers a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services.

Thomas Mowry is a financial advisor with Raymond James Financial in Williamsburg, VA, holding a Series 66 designation. He has been with Raymond James Financial since 2026 and has prior experience at Legacy Financial Group and ATI. Outside of finance, he was involved with the Colonial Williamsburg Fife and Drum from 2014 to 2016. 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 employs tailored, non-discretionary planning and consulting using analytical tools such as risk profiling and probability modeling, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Vicki Smith is a financial advisor at Wells Fargo Clearing with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Outside of her advisory role, she serves as a trustee for her sister. 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 advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Dede Ganzer is a financial advisor at OSAIC with seven years of industry experience. She holds a Series 66 designation and previously worked at Lincoln Financial Securities Corporation and First Command Advisory Services, among other firms. Outside of advising, she owns and operates ONLY FINANCE, LLC, which sells accident, health, disability insurance, fixed annuities, and traditional life insurance. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations, offering integrated brokerage, advisory, and financial planning services. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.

Jim Gravgaard is a financial advisor with LPL Financial in Williamsburg, VA, holding Series 63 and Series 65 credentials and 17 years of industry experience. His prior experience includes roles at Infinex Investments, Essex Bank, and Virginia Asset Group. Gravgaard is also involved with Virginia Insurance Agency Solutions, Inc. 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. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Harold Lewis Jr. is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 43 years of industry experience. He has worked at Cetera since 2021 and has been the president and owner of Harwood & Garrett, Inc., a fixed insurance and property & casualty services firm, since 1994. Lewis serves as vice president on the board of Williamsburg Office Park, where he oversees vendor contracts and facility activities. Cetera Investment Advisers LLC is an SEC-registered firm providing a multi-manager platform that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers with over $256 billion in assets under management.

Kevin Mallory is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Company, Edward Jones, and M. Price Distributing Company. 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 broad range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Antonija Simpson is a CFP®, ChFC®, and Series 66-licensed financial advisor with 16 years of industry experience. She has been with Edward Jones since 2009. 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Ray Hanson is a financial advisor at Cambridge Investment Research Advisors with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Cambridge since 2011. Outside of his advisory work, he serves as a math coach for the Williamsburg-James City County Schools junior high Mathcounts team. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent advisors, utilizing proprietary and third-party strategies tailored to client objectives.

Brandon Call is a Series 66-licensed financial advisor with 10 years of industry experience. He currently works at LPL Financial and previously held roles at First Command Insurance Services, First Command Advisory Services, First Command Financial Planning, and Edward Jones. Outside of his advisory work, he is involved with Odin LLC and Call Solutions LLC in non-investment business activities. 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 various advisory programs and financial planning services supported by model portfolios, research, and technology-driven strategies.

Michelle Hilstrom is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and was previously with Citigroup Global Markets starting in 2006. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with 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 analysis.