Keith Johnson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2012 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is based on investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Gus Andrews III is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 14 years and has been involved with Ikemor Co., Inc. since 2002, where he serves as president. Andrews has roles in multiple investment-related businesses, including partnerships in commercial real estate and corporate operations. OSAIC serves a diverse client base including retail, high-net-worth, institutional, and charitable organizations through a large network of affiliated advisers and platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and third-party money manager access to deliver brokerage and advisory services, with portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Peter Cavazos is a Series 66-registered financial advisor with Equitable Advisors, based in Richmond, VA. He has two years of industry experience, including roles at Equitable Advisors since 2024 and prior positions in various service and hospitality industries. Outside of financial advising, he has experience working with Marine Corps Community Services and entrepreneurial ventures in mobile detailing and restaurant operations. Equitable Advisors serves a broad client base, including individuals of varying wealth levels, pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset-management programs delivered through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment models.

William Anderson is a financial advisor with Wells Fargo Clearing in Richmond, VA, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors, LLC from 2012 to 2016. Outside of his advisory role, he serves as a personal representative and executor for his son. 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Matthew Wilson is a financial advisor with OSAIC, holding a Series 66 credential and five years of industry experience. He has worked with Royal Alliance since 2020 and previously held roles at State Employees' Credit Union and several other organizations. Outside of his advisory work, he assists in financial planning at Capitol Financial Solutions and solicits fixed insurance products. OSAIC serves a broad mix of retail and institutional clients through a large network of financial advisers and offers integrated brokerage and advisory services, including financial planning, retirement consulting, and access to third-party money managers. The firm utilizes various portfolio construction tools and supports multiple advisory platforms and programs.

Ryan Modi is a financial advisor with Cetera, holding the CFP® designation and Series 66 license, and has 12 years of industry experience. He has worked at Virginia Asset Management since 2014 and joined Cetera in 2023. Modi is also an insurance agent, selling life, health, disability, fixed annuities, and long-term care products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Dorothy Allen is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She previously worked at Lincoln Financial Advisors Corp for 16 years and has been associated with Penn Mutual Life Insurance Company for over two decades. Outside of her advisory role, she is involved in owning a real estate entity unrelated to investment and operates an insurance business offering various health and life insurance products. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services with a portfolio construction approach that includes asset allocation tools, risk-tolerance assessments, and access to third-party money managers.

Brandon Miller is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on wealth management through individual stock and bond portfolios, specializing in areas such as family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Brandon holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Virginia Commonwealth University. Outside of his professional work, he enjoys biking, cooking, hiking, photography, and spending time with his family.

Amanda Peavy Kennedy is a Wealth Management Advisor at Merrill Lynch Wealth Management. She provides multigenerational families with a comprehensive approach to their family and business financial goals. Amanda focuses on areas such as employee benefits planning, family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, portfolio management services, socially responsible and values-based investing, women and wealth, tax minimization, and retirement income. With over 20 years of experience in various sectors of wealth management, she has developed expertise in lending, credit analysis, management, insurance, health care, retirement income, and asset management. Amanda is a CERTIFIED FINANCIAL PLANNER® professional and holds the Personal Investment Advisor designation. She earned a Bachelor's Degree in Finance from the University of Georgia Terry College of Business. Amanda is actively involved in her community, serving on the board of the Louisiana Society for the Prevention of Cruelty to Animals and previously contributing to the boards of the Leukemia & Lymphoma Society and the National Association of Women Business Owners. She also supports organizations such as Second Harvest Food Bank, Families Helping Families, Church of the King, Covenant House of New Orleans, and the Rotary Club. Outside of work, Amanda enjoys spending time with her daughter, husband, and their dog, as well as hiking, rafting, music, traveling, and participating in new adventures.

Richard La Rose Jr. is a financial advisor with Ameriprise, holding the Series 66 designation and 25 years of industry experience. He has worked with Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he serves on the finance team at New Life United Methodist Church, overseeing the church’s financial statements and investment programs. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendation reports and ongoing advice. The firm’s approach incorporates proprietary investment research and third-party data within a framework influenced by affiliated product relationships.

Zachary Martindale is a financial advisor at Cetera with two years of industry experience. He holds a Series 66 designation and previously worked at North Star Resource Group, where he provided life insurance, securities, and planning services. Outside of his advisory role, he is also involved in the sale of fixed insurance products. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts, offering portfolio management, financial planning, and access to third-party managers through a multi-manager platform.

Amber Cleck is a financial advisor at Morgan Stanley with a Series 66 designation and two years of industry experience. Her prior experience includes seven years at Truist (formerly BB&T). She is based in Richmond, VA. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and financial planning services supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers comprehensive investment and planning solutions.

David Perry is Vice President and Branch Leader at Fidelity Investments, a position he has held since 2026. He has been leading and coaching a team of financial professionals focused on financial planning and relationship building. Prior to his current role, he served as Branch Leader at Fidelity Investments from 2023 to 2026 and Team Leader for Workplace Planning and Advice from 2021 to 2023. David's professional experience includes roles as Vice President Financial Consultant and Associate Financial Consultant at Charles Schwab, and multiple positions at Fidelity Investments starting in 2015, including Workplace Planning and Guidance Consultant and Financial Associate. He began his career as a Financial Services Representative at State Employees Credit Union in 2014. No information on his education, credentials, personal interests, or community involvement has been provided.

Kenneth Sizemore is a financial advisor with Morgan Stanley in Richmond, VA, holding a Series 66 designation and over 10 years of industry experience. He has worked with Morgan Stanley since 2015 and with Morgan Stanley Private Bank, National Association since 2016. 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 financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market-based return estimates to support client financial plans.

Emily Woods is a financial advisor with Ameriprise in Powhatan, VA, holding a Series 66 designation and seven years of industry experience. She has been with Ameriprise since 2019 and previously worked at Clear Advantage Enterprises Inc for five years. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, using a centralized consulting team to deliver non-discretionary, research-based recommendations. The firm combines modeling, tax-efficiency analysis, and algorithmic tools to support retirement income strategies, emphasizing asset management within Ameriprise accounts.

Paula Bridgman is a financial advisor at Wells Fargo Advisors with 40 years of industry experience. She holds Series 63 and Series 65 licenses and has worked within various Wells Fargo entities since 2009. Outside of her advisory role, she serves as a trustee for her mother. 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 and integrates advisory with other financial products and referral channels.

Vivian Junco Leon is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and 17 years of industry experience. Her career includes roles at Wells Fargo Clearing, LPL Financial LLC, and Wells Fargo Bank. She is currently based in Richmond, VA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory services with other financial products and referral channels.

William Rector III is a financial advisor with UBS Financial Services in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with UBS and its predecessor Painewebber Incorporated since 1985. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and using proprietary research to tailor client plans based on goals and risk tolerances.

Pamela Brockwell is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Her prior work includes roles at Bank of America, N.A. and BB&T spanning over 16 years. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Alaa Hakki is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise and MML Investors Services LLC, including Massachusetts Mutual Life Insurance. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and fiduciary-based, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.