Kim Mccauley is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Ameriprise Financial Services, Inc. for nine years. 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 incorporates modern portfolio theory, with a fiduciary role when providing investment advice.

Leonard Levitch is a financial advisor with Ameriprise in Glen Allen, VA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is president of LDL, LLC, through which he operates a financial planning practice. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written recommendation reports and ongoing annual advice focused on dependable income and tax-aware withdrawal strategies.

Brantley Deberry is a financial advisor with Wells Fargo Clearing in Richmond, VA. He holds Series 63 and Series 65 designations and has experience working at several firms including New York Life, Allstate, and M&T Bank. 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 employs over 14,000 advisors and manages approximately $671 billion in assets, offering a range of brokerage and advisory solutions.

Dean Hardy is a financial advisor at Mass Mutual Investors Services with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with MML Investors Services, Inc. and Mass Mutual since 1999. Hardy is a partner in Hardy Disavino LLC, through which he manages business expenses. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved software and structured annual planning engagements.

Sarah Kyle is a financial advisor with Wells Fargo Advisors in Richmond, VA. She holds a Series 66 designation and has four years of industry experience, including prior roles at Cambridge Investment Research Advisors, Inc. and the United States Peace Corps. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, risk, and wealth-transfer planning, with specialized services for business-owner transitions, sports and entertainment, special-needs analysis, and divorce planning.

Paul Higgins is a financial advisor with UBS Financial Services in Richmond, VA, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with UBS since 2007. Outside of his advisory role, Higgins has served on the board of a historic movie theatre and held leadership roles in local charitable organizations including the Boy Scouts of America and several foundations focused on community development in the Roanoke region. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans. The firm operates across multiple capacities including brokerage, investment advisory, futures commission merchant activities, and capital markets services.

Thomas Fullman is a financial advisor at Merrill with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill since 2013, following a one-year tenure at Southport Station Financial Management, LLC. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jessica Hamby is a financial advisor with LPL Financial in Glen Allen, VA, holding Series 63, 65, and 66 designations and 14 years of industry experience. Her prior roles include positions at Capitol Securities Management, Hilltop Securities Independent Network Inc., and her own consulting firm, Oyster Consulting LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services through a large network of investment adviser representatives, utilizing various portfolio strategies and operational tools.

Laura Fraser is a financial advisor with Merrill in Richmond, VA, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She has been with Merrill and Bank of America since 2018, following prior roles at Ftn Financial Securities Corp, Ftn Financial Capital Markets, and a year as a homemaker. Merrill, along 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kyle Macdonald is a Series 66-licensed financial advisor at Fidelity with two years of industry experience. Prior to joining Fidelity, he worked at Merrimack Valley Credit Union and has experience outside finance including roles at Dunkin Donuts. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base and manages model portfolios through systematic methodologies and oversight of affiliated and unaffiliated sub-advisers.

Michael Griffin is a financial advisor at Cambridge Investment Research Advisors with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Pruco Securities LLC, Prudential Insurance Company of America, and Signator Investors, Inc. Outside of his advisory role, he is the owner of Griffin Capital Lantern Financial, LLC and is involved in insurance sales through Strategic Planning Solutions, LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent financial professionals using various portfolio management and investment strategies.

Carl Dickson Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior roles include positions at UBS Financial Services, Ameriprise, and Legg Mason Wood Walker. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and technology tools.

Jillian Prillaman is a Series 66-licensed financial advisor at UBS Financial Services with six years of industry experience. She has worked at UBS since 2020 and previously held positions at Northeast Construction Inc., Sam Miller's, and Jefferson Properties. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets, custody, and research resources.

Matthew Freeman is a financial advisor with LPL Financial in Glen Allen, VA, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at Cetera, Prudential Insurance Company of America, and Massachusetts Mutual Life Insurance Company. Outside of advisory services, he is involved in non-variable property and casualty insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a broad network of investment adviser representatives.

Joseph Brockman Jr. is a CFP® professional with 23 years of experience in financial advisory roles. He has been with Raymond James & Associates since 2013 and previously worked at Morgan Keegan & Company, Citigroup Global Markets, and Legg Mason Wood Walker. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and nonprofit entities. The firm provides financial planning and non-discretionary investment consulting supported by a nationwide adviser network and offers municipal advisory services and a range of portfolio management options.

Kurtis Burcume is a financial advisor at Edward Jones in Richmond, VA, holding Series 63 and Series 65 designations with 10 years of industry experience. Before joining Edward Jones in 2026, he worked at LPL Financial and Fidelity Investments among other firms. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Virginia Graves is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, she has held roles at several firms including IZEA and Group 22, and has a background that includes work during college and time at Roanoke College. Strategic Advisers LLC, a Fidelity Investments company where she is employed, provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and oversee fund advisory duties.

Joshua Haist is a financial advisor with Charles Schwab, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at Charles Schwab and Co., Inc. since 2016 and Charles Schwab Bank since 2017. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with discretionary separately managed accounts and uses multi-asset model portfolios alongside a formal alternative-investment onboarding process.

Joel Wise is a financial advisor at Fidelity with 16 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Fidelity Investments since 2010, including seven years with Fidelity Personal and Workplace Advisors. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm employs a mix of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of portfolios, often utilizing affiliated or unaffiliated sub-advisers.

Andrew Donnelly Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He worked at Wells Fargo Clearing for five years before joining LPL Financial in 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, third-party asset management, and institutional platforms.