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 at LPL Financial with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Infinex Investments, Essex Bank, and Truist Investment Services. He is also involved with Virginia Insurance Agency Solutions, a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions through a wide range of financial planning and investment management services. The firm supports its advisors with model portfolios, third-party asset management, and advisor-facing technology tools.

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 a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with technology and operational tools across a broad client base.

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 financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. Prior to joining LPL Financial in 2025, he worked at First Command Insurance Services, First Command Advisory Services, and First Command Financial Planning from 2017 to 2025, as well as Edward Jones from 2016 to 2017. He is also involved with several business entities including Colonial River Wealth Management and Call Solutions LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a broad network of investment adviser representatives. The firm offers a range of advisory and brokerage services with customizable investment strategies and operational support tools.

Michelle Hilstrom is a financial advisor with Morgan Stanley in Williamsburg, VA, holding Series 63 and Series 66 registrations and 28 years of industry experience. She has worked with Morgan Stanley Smith Barney since 2009 and was previously with Citigroup Global Markets from 2006 to 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market simulations as part of its financial planning process.

Susan Hassan is a Wealth Management Advisor at Merrill Lynch Wealth Management with over two decades of experience in the industry. She specializes in comprehensive wealth strategies, working closely with clients to establish Wealth Outlook Plans that address various life stages, including college and retirement planning, legacy, and estate services. Her approach involves identifying individual financial goals and analyzing assets to create personalized investment strategies that accommodate clients' specific needs. She emphasizes consistent account reviews to adjust for changing life circumstances and aims to protect investments from market fluctuations. Susan holds the Chartered Financial Consultant (ChFC) designation and is also a Personal Investment Advisor (PIA) and Retirement Income Certified Professional (RICP). She earned her bachelor's degree from Quinnipiac University with a concentration in Financial Planning. Residing in Toano, Virginia, Susan participates in community activities including serving as Board Chair for The Arc of Greater Williamsburg and as a Girl Scout Troop Leader. She also facilitates Momentum for Women, a women's networking group.

Daniel Carlile is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been associated with TowneBank and Raymond James since 2012. Carlile has no notable outside business activities beyond serving as a non-owner in support roles related to team brand names. 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, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance advisory work uncommon among large institutional advisors.

John Wall is a financial advisor at Raymond James Financial with 16 years of industry experience. He holds a Series 66 designation and has held roles at Atlantic Union Bank, Middleburg Investment Services, and Union Bank and Trust. He also serves as a trustee for Wall, Preston. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning supported by advanced analytical tools and distinctive municipal advisory services.

Charlene Harvey is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. She has been with Merrill since 2010. Outside of her advisory role, she assists with bookkeeping for a family-owned auto repair business. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of individual and institutional clients.

Tammy Jenner is a financial advisor at Merrill with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill since 2010. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies managed by internal teams and third-party style managers. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Douglas Cash Jr. is a financial advisor with LPL Financial in Williamsburg, VA, holding Series 63 and Series 66 designations and possessing 29 years of industry experience. He has worked with LPL Financial since 2011 and concurrently with Citizens and Farmers Bank since 1999. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with advice delivered through a large network of investment adviser representatives.

Samuel Drewry III is a Series 66-licensed financial advisor with Edward Jones in Williamsburg, VA, where he has worked since 2023. He has three years of industry experience and previously held positions at Colonial Farm Credit and Bank of Lancaster. Outside of his advisory work, Drewry serves as a First Sergeant in the Virginia Army National Guard and is the Director of the Praise Band at First United Methodist Church in Williamsport, PA. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard and supporting an extensive network of financial advisors and branch offices nationwide.

Richard Pietsch is a financial advisor with LPL Financial in Williamsburg, VA, holding the Series 66 designation and 19 years of industry experience. He has been with LPL Financial since 2008 after one year at Ameriprise. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a large network of advisors with both discretionary and non-discretionary investment strategies.

Patrick Faulkner is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and bringing 41 years of industry experience. He has been affiliated with Raymond James Financial Services Advisors, Inc. since 2012 and TowneBank since 2014. Outside of his advisory work, he owns and operates The James River Gardens, Inc., a landscaping and event space business in Charles City, VA. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, and institutions. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports a broad advisor network, with specialized offerings in municipal and public finance.