David Esposito is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2022, with prior experience at Wells Fargo Clearing and Wells Fargo Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios constructed from mutual funds, ETFs, and ETPs using systematic methodologies and long-term asset allocation benchmarks.

Elizabeth Wade is a Financial Consultant at Fidelity Investments, where she has been serving clients since 2022. She collaborates with clients to develop financial plans aimed at achieving their personal and family financial goals. Prior to her current role, she worked as an Investment Consultant at Fidelity Investments from 2021 to 2022, and as a Financial Representative at the same firm in 2021. Her professional experience is centered on financial consulting and investment advisory services.

C. Wharton is a CFP®-certified financial advisor at Raymond James & Associates with 34 years of industry experience. His prior work includes 25 years at Merrill and 8 years at Bank of America. He is also the managing member of Trays Branch LLC, a separate business entity. Raymond James & Associates is a large institution serving a diverse client base, including high-net-worth individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services supported by a nationwide advisory team.

Joshua Pucci is a financial advisor at Edward Jones with five years of industry experience. He has held his current position since 2020 and previously worked at Owens & Minor for nine years. Pucci holds the Series 66 credential and is based in Richmond, VA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices, offering a range of advisory programs and services under a fiduciary standard.

Kristen Spurlock is a financial advisor with LPL Enterprise, holding Series 63, 65, and 66 licenses and bringing 19 years of industry experience. Her prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Mass Mutual Investors Services. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and other institutional clients. The firm offers a range of services such as financial planning, advisory and brokerage solutions, and access to model portfolios and third-party asset management programs.

Stephen Barton is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and having 8 years of industry experience. He has worked with Wells Fargo Clearing Services since 2015 and joined Wells Fargo Advisors Financial Network in 2026. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients who meet certain net-worth criteria and integrates advisory services with various financial products and referral channels.

Jennifer Childress is a financial advisor at Ameriprise with one year of industry experience. She holds the Series 66 designation and has been with Ameriprise since 2013 in various roles. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet certain asset thresholds. The firm provides a combination of advisory, brokerage, and insurance solutions, utilizing a centralized retirement-income consulting team and algorithmic tools to generate tailored, tax-efficient income strategies.

Glenn Greenwood is a financial advisor with Cambridge Investment Research Advisors in Richmond, VA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 39 years of industry experience and has been with Cambridge since 2011. Outside of his advisory role, Greenwood serves as vice president of a nonprofit golf organization and is president of a homeowners association. Cambridge Investment Research Advisors is a large SEC-registered adviser serving individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and other retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, providing both proprietary and third-party model strategies tailored to client objectives.

Alexander Paoletto is a CFP® professional with 47 years of industry experience, currently with Cambridge Investment Research Advisors where he has worked since 2011. He holds a Series 63 license and has a background that includes roles as an independent insurance agent and owner of an advisory firm under a trade name. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a large network of independent financial professionals. The firm provides both proprietary and third-party investment strategies, with flexibility in implementation across various custody and platform arrangements.

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.

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.