Wilbur Mc Mullen Jr. is a financial advisor with Cambridge Investment Research Advisors in Richmond, VA, holding a Series 65 designation and two years of industry experience. His prior work includes roles at Verdence Capital Advisors, First Heritage Mortgage, and Prime Lending. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals who tailor strategies using a range of custody and platform arrangements.

Stephen Pitts is a CFP® with 45 years of industry experience, currently advising at OSAIC since 2018. He previously worked at Signator Investors, Inc. and has been associated with State Mutual since 1983. Pitts also operates a sole proprietorship focused on life and health insurance sales and serves as a director of an S corporation. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a broad network of advisors and platforms. The firm provides integrated brokerage and advisory services using asset-allocation tools and third-party managers, offering discretionary and non-discretionary portfolio management and a range of investment options.

Scott Sterrett is a financial advisor with LPL Financial in Richmond, VA, holding Series 65 and Series 63 credentials and bringing 10 years of industry experience. Prior to joining LPL Financial in 2026, he worked with Truist Advisory Services and SunTrust Advisory Services, as well as SunTrust Bank. He serves on the Board of Directors for the Hanover Education Foundation, which focuses on supporting educational programs and partnerships in Hanover County schools. 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 services, including retirement plan consulting and model portfolio management supported by research from LPL Research and third-party subadvisors.

Jeffrey Creech is a financial advisor with Wells Fargo Clearing in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Wells Fargo Clearing since 2018 and previously spent seven years at U.S. Bancorp Investments, Inc. 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 modern portfolio theory, with a notable range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Robert Wood Jr. is a financial advisor with Raymond James & Associates in Richmond, VA, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Raymond James & Associates since 2014. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and delivers institutional consulting via its Institutional Fiduciary Solutions division.

Shawn Doran is a financial advisor with Edward Jones in Midlothian, VA, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017, following two years at Provia. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets, offering a range of advisory strategies and affiliated investment products through a nationwide network of more than 23,700 financial advisors.

Anne Bird is a financial advisor with Wells Fargo Clearing in Richmond, VA. She holds a Series 66 designation and has experience working at Bessemer Trust and the University of Virginia. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from its Investment Institute with third-party data and uses diversification principles and modern portfolio theory in its investment evaluations.

Jonathan Kennedy Jr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2021 and previously at NEXT Financial Group for eight years. Outside of his advisory role, he owns a coaching business, Strengthening Endeavors LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory through a network of independent professionals, offering a range of portfolio management and model-based solutions across multiple platforms.

Brian Groves is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation. Prior to his current role, he was involved with Green Spring Valley Hounds and Deep Run Hunt Club for a total of 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 and offers a range of advisory programs and affiliated investment products through a nationwide network of financial advisors and branch offices.

Benee Marshall is a financial advisor with Ameriprise in Richmond, VA, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. She has been with Ameriprise and its affiliates since 2005. Outside of her advisory work, she serves on the Trustee Committee at Union Run Baptist Church, where she reviews issues related to the church building and participates in trustee nominations. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement-income planning advice that addresses income sources, tax-aware withdrawal strategies, and Social Security options.

Sean Tyll II is a financial advisor with LPL Financial in Richmond, VA, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of advising, he is the owner of Liquid RVA LLC, an indoor fitness facility in Richmond. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

Heather Lambert is a financial advisor with Wells Fargo Advisors in Richmond, VA, holding Series 63 and Series 66 credentials and having 25 years of industry experience. She has been with Wells Fargo Advisors since 2009 in various capacities. Outside of her advisory role, she co-owns a home remodeling business with her spouse. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning solutions and integrates advisory services with other financial products and referral channels.

Gerardo Serrano is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior experience includes roles at Atlantic Union Bank and Wells Fargo. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Michael Tuteral is a financial advisor at Edelman Financial Engines with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Financial Engines Advisors L.L.C., Edelman Financial Services, LLC, and Vectors Research Management, LLC. Edelman Financial Engines provides technology-enabled investment advisory services primarily for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and serves a large client base through a combination of advisor-led and online offerings.

Stacey Baker is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 26 years of industry experience. She has been with Wells Fargo Clearing since 2017 and took a salary continuation leave with Wells Fargo Securities from 2016 to 2017. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party databases.

Charles Bradshaw is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors in Richmond, VA. He has been with Wells Fargo and its affiliated entities since 2009. Bradshaw is a member of the Elk Hill Foundation committee, where he participates in discussions on investment policy and asset allocation. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutions, providing tailored recommendations supported by Wells Fargo research and planning tools. The firm’s comprehensive planning covers a range of client needs, including specialized services such as business-owner transition and special-needs analysis.

Peter Squire Jr. is a financial advisor with Raymond James & Associates in Richmond, VA, holding a Series 63 designation and 42 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and sponsors wrap fee advisory programs.

Walter Fisher is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following six years at Wells Fargo Advisors LLC. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Sean Ekiert is a financial advisor with Raymond James & Associates in Richmond, VA, holding Series 63 and Series 65 designations and 28 years of industry experience. He has been with Raymond James since 2013. Ekiert serves on the Citizen Budget Advisory Committee for Chesterfield County Public Schools, reviewing and making recommendations on the school budget. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers both non-discretionary advisory services and institutional consulting, with a notable focus on public finance and municipal work.

Patrick Dauer is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked with Prudential Insurance Company of America and Pruco Securities, LLC for over two decades. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and other institutions. The firm offers financial planning, advisory, and brokerage services supported by proprietary research, model portfolios, and third-party asset management programs.