Mohammad Samkari is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 12 years of industry experience. His career includes multiple roles at Wells Fargo and its affiliates, as well as positions at LPL Financial, Truist Bank, and Old Point National Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Claire Bundy is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 15 years of industry experience. She has held roles at firms including Atlantic Union Financial Consultants and Middleburg Investment Services. Bundy also serves as a Senior Registered Client Assistant at Atlantic Union Bank. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm uses risk profiling and analytical tools for tailored, non-discretionary planning and investment consulting, and supports a range of advisory programs across a large advisor network.

Cheryl Silver is a financial advisor with Wells Fargo Clearing in Richmond, VA, holding a Series 66 designation and 12 years of industry experience. She previously worked at Merrill from 2003 to 2017 before joining Wells Fargo Clearing in 2017. Outside of her advisory role, she serves as a substitute teacher for Virginia Beach Public Schools and works part-time as a real estate agent. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment menus.

Timothy Mullins is a CFP® professional with 45 years of industry experience, currently with Wells Fargo Advisors since 2024. He previously worked at Wells Fargo Clearing and WELLS FARGO ADVISORS LLC. Mullins serves on the Finance Committee and is Investment Committee Chairman for Feed More, a Richmond-based nonprofit organization. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, risk, and business-owner transition planning. The firm combines advisory services with various financial products and referral channels to serve its clients.

Nathaniel Billups is a financial advisor at Edward Jones in Ashland, VA, holding the Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2009. Outside of advising, he owns a personal photography business and is a partner in a real estate partnership developing a commercial building that will house his Edward Jones branch. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm operates nationally with a large network of advisors and branch offices, managing approximately $1.01 trillion in assets.

Alison Garter is a financial advisor at Edelman Financial Engines with four years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Edelman Financial Engines and its predecessor firms since 2015. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios, serves a large client base through advisor-led and online platforms, and offers employer-facing retirement plan consulting and education.

Paul Jorgensen is a financial advisor at OSAIC with 35 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Securities America Advisors, Securities America Inc., and NEXT Financial Group Inc. since 2002. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to multiple investment platforms. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary account management across a broad investment spectrum.

Robert Muller is a financial advisor at Stifel with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2015. Outside of his advisory work, Muller officiates high school basketball games with the Central Virginia Basketball Officials Association. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to support client decision-making.

Ronald Shibley is a financial advisor with OSAIC who holds Series 63 and Series 65 licenses and has 34 years of industry experience. He has previously worked at Securities America Advisors, Inc. and Investacorp Advisory Services. Outside of his advisory work, he is an ordained Anglican clergyman and author of 13 religious-themed books published through KDP Publishing, with royalties donated to his church. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services along with various managed account solutions. The firm employs advanced portfolio construction tools and supports multiple third-party platforms, operating within a complex corporate structure marked by numerous mergers and private-equity ownership.

Taylor Warren is a CFP® credentialed advisor at Raymond James Financial with seven years of industry experience. He has worked at several firms, including Northwestern Mutual Investment Services and Valmark Securities. Outside of his advisory role, he serves as a committee member organizing alumni events for Hampden-Sydney College. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and corporations. The firm employs tailored, non-discretionary planning using analytical tools to support client goals and maintains notable municipal and public-finance advisory capabilities.

John Sicat is a financial advisor with LPL Financial in Glen Allen, VA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with LPL Financial since 2002. Outside of finance, he has worked as a movie extra. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Christopher Spearman is a financial advisor with Wells Fargo Clearing in Richmond, VA. He holds Series 63 and Series 65 licenses and has 25 years of industry experience, including a decade at Wells Fargo Clearing and two years at Wells Fargo Advisors, LLC. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Coty Heiser is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing Services since 2016, also working with Wells Fargo Bank NA since 2014. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Paul Kelly is a financial advisor at OSAIC with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at F3Logic, LLC, Independent Financial Group, LLC, and National Planning Corporation. Outside of his advisory role, Kelly serves as power of attorney for his parents, managing their financial affairs and insurance benefits. OSAIC serves a wide range of clients including individuals, high-net-worth investors, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, using asset-allocation tools and third-party platforms to manage diversified portfolios on both discretionary and non-discretionary bases.

John Williams is a financial advisor with RBC Capital Markets in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with RBC Capital Markets since 2010. Williams has also served as an independent contractor arbitrator in FINRA dispute resolution. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

Kathleen Thompson is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds the CFP® designation along with Series 65 and Series 63 licenses. Prior to joining Morgan Stanley in 2022, she worked at Davenport & Company LLC for nine years and World Capital Advisors, LLC for three years. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and proprietary market models in its financial planning process.

Mark Wolf is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. His prior roles include positions at Fannie Mae and Freddie Mac, as well as running Wolf Consulting LLC. Outside of his advisory work, he is a partial owner of an investment-related LLC. 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. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Christian Dundas is a CFP® professional with 21 years of industry experience, currently affiliated with LPL Enterprise. His prior roles include lengthy tenures at The Prudential Insurance Company of America and Pruco Securities, LLC. He maintains an incidental business entity, Dundas & Rikkola Financial Services, LLC, used for tax and investment-related purposes. LPL Enterprise serves a diverse client base ranging from individuals and retirement plans to corporations and institutional clients, providing advisory and brokerage services through a platform that integrates financial planning, model portfolios, and access to third-party asset management programs.

Kenneth Moorefield III is a CFP® professional with 13 years of experience in financial advising. He is currently with Raymond James Financial and previously worked at Edward Jones for 11 years. He also serves as President of Moorefield Wealth Management, an independent wealth management and financial planning firm. 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 employs tailored, non-discretionary planning and uses advanced analytical tools to support client goals.

Juan van Schalkwyk is a Financial Consultant at Fidelity Investments. He has worked in various roles within the company since 2023, including Investment Consultant, Investment Solutions Representative I, and Customer Relationship Advocate. Juan works with clients to develop personalized financial strategies to build, manage, and protect their wealth. Born in South Africa and moving to the United States as a teenager, Juan brings his personal experience with financial challenges to his professional work. He emphasizes clear communication, proactive outreach, and trusted guidance in supporting clients' financial goals. Outside of his professional role, Juan enjoys activities such as spending time at the beach, family activities, exploring food, social events with friends, and outdoor adventures.