Sarah Wilson is a financial advisor at Wells Fargo Clearing with two years of industry experience. She holds Series 65 and Series 63 licenses. Prior to her current role, she worked at Wells Fargo Bank, N.A. for five years. 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, utilizing research and analytics from Wells Fargo Investment Institute and third-party sources.

Jeremy Johnson is a financial advisor with Equitable Advisors holding a Series 66 designation and has less than one year of industry experience. Prior to joining Equitable Advisors, he worked at Arrabon and spent 16 years at FedEx Express. He also has a background of involvement with Bon Air Baptist Church. Equitable Advisors serves a diverse range of clients including individuals, high-net-worth individuals, retirement plans, corporate, charitable, and institutional entities, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, working extensively with program sponsors and third-party managers to offer advisory and brokerage solutions.

Gregory Raines is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 registrations and has 32 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2011 and has a long history with Travelers Insurance Group and The Commonwealth Group dating back to 1987. Outside of his advisory work, he serves as CEO of GSRC Inc, which provides payroll and benefit services, and holds leadership roles in several insurance and benefits-related businesses. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing proprietary models and third-party strategists across multiple platform arrangements.

Evan Spencer is a Financial Consultant at Fidelity Investments, where he works with clients to develop financial plans aimed at helping them achieve their financial goals. He has been with Fidelity Investments since 2020, progressing through roles including Customer Relationship Advocate, Financial Representative, Stock Plan Associate, and Investment Consultant before assuming his current position in 2024. Throughout his tenure at Fidelity, Evan has gained experience in client relationship management and investment consulting, contributing to his expertise in financial planning. Outside of his professional work, he has interests in baseball, fitness, golf, and outdoor adventures.

Jason Madison is a CFP® professional with 16 years of experience in the financial services industry. He has worked at Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC and ongoing tenure with Wells Fargo Bank NA since 2007. Outside of his advisory role, Madison performs as a stand-up comedian in various cities across Virginia. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory solutions. The firm’s approach 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.

Kenneth Elkins is a financial advisor with Cambridge Investment Research Advisors in Richmond, VA, holding Series 63 and Series 65 designations and 25 years of industry experience. He has been with Cambridge since 2011. Elkins serves as a board member for the Cooperative Baptist Fellowship Church Benefits Board and volunteers with Christopher Newport University. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, utilizing a range of portfolio management approaches and proprietary model strategies.

Christopher Greear is a financial advisor at Equitable Advisors with 19 years of industry experience. He holds the Series 66 designation and has worked at firms including Ameriprise Financial Services, Inc., Valic Financial Advisors, and Axa Advisors, LLC. Outside of his advisory work, he occasionally supports a local restaurant owned by his family in Richmond, VA, assisting with purchasing and record keeping. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm utilizes a hybrid referral and implementation model, providing both advisory and brokerage/insurance channels to implement client recommendations.

Susan Hulcher is a financial advisor with RBC Capital Markets in Richmond, VA, holding a Series 66 designation and having nine years of industry experience. She has been with RBC Capital Markets since 2016. Hulcher serves as the 2nd Vice President and Blue to Gold Liaison on the board of Blue Star Families of Richmond, a nonprofit supporting mothers of active duty military members. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs and tailors investment strategies using a combination of in-house and third-party managers, along with services such as financial planning, custody, and brokerage.

Mark Davis is a financial advisor with LPL Financial in Richmond, VA, holding Series 63 and Series 65 credentials and possessing 33 years of industry experience. He has been with LPL Financial since 2004. Davis has authored a manuscript on the basics of investing, which he is seeking to publish. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers a variety of advisory programs and financial planning services, utilizing model portfolios and research from multiple sources while providing both discretionary and non-discretionary management.

John Harvie is a CFP® professional with 32 years of experience in the financial services industry. He has been with Wells Fargo Advisors since 2020 and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Harvie holds ownership interests in multiple investment-related entities and serves as power of attorney and executor for family investment matters. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with other financial product sales and referral channels.

Traci Anne Dracoulis is a CFP® professional with 13 years of experience in the financial services industry. She is affiliated with Cetera and has previously worked at Truist, BB&T Securities, and MassMutual. Outside of her advisory role, she is a partner in a custom woodworking business. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base, including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to various investment strategies and third-party managers.

Michael Mills is a financial advisor at Cambridge Investment Research Advisors with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cambridge Investment Research Advisors since 2016. Outside of his advisory role, he serves as a committee member for the Boy Scouts of America Troop 709, assisting with promotions, community service, and administration. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, delivering a range of portfolio management and model-based solutions tailored to client objectives.

Nathaniel Snider is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2025. He is a Certified Financial Planner dedicated to helping clients and their families grow their wealth, protect their income, and simplify their financial lives. Nathaniel has been with Fidelity Investments since 2014, progressing through various roles including Financial Representative, Investment Consultant, and Financial Consultant before becoming Vice President. Prior to joining Fidelity, he worked as a Financial Consultant at ICMA-RC in 2019. Outside of his professional career, Nathaniel is engaged in family activities and enjoys interests such as fitness, gardening, hiking, parenthood, and reading.

William Warren is a financial advisor at UBS Financial Services with 10 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill for six years. Warren serves as Chairman Elect of the Richmond Chapter of Ducks Unlimited, where he helps lead fundraising efforts for waterfowl conservation in the Richmond, VA area. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor investment plans according to clients’ goals and risk tolerances.

Juliette Sykes is a CFP® professional with six years of industry experience, currently affiliated with LPL Enterprise. She previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Company for six years, in addition to roles at OneAmerica Securities, American United Life Insurance, and Mutual of Omaha Investor Services. Outside of her advisory work, she has a long-standing involvement in tax preparation and accounting through Precise Taxes Inc. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products through its integrated platform.

Robert Nodar is a financial advisor with Wells Fargo Advisors who holds a Series 66 designation and has 23 years of industry experience. His prior experience includes roles at Morgan Stanley Smith Barney LLC, Principal Funds Distributor, LPL Financial, and Charles Schwab. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients who meet net-worth thresholds and integrates advisory services with other financial products and referral channels.

Lucas Jones is a financial advisor with Raymond James Financial Services Advisors Inc. in Midlothian, VA, holding a Series 66 designation and 17 years of industry experience. He is also president and a 50% owner of PJ Capital Partners LLC, a support company unrelated to investment activities. His prior roles include positions at Z3Capital Partners and Mahler Capital Management. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored plans developed through risk profiling and firm research, with a notable portion of its business managed on a non-discretionary basis.

Chase Giegling is a financial advisor at Edward Jones with one year of industry experience. He previously worked at Charles Schwab & Co., Inc. and the Hilb Group. Outside of finance, he has served as a soccer referee for the Central Virginia Soccer Referee Association. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.

Blair Rose is a financial advisor with Wells Fargo Clearing in Richmond, VA, holding Series 66 and Series 63 credentials and 22 years of industry experience. Prior to joining Wells Fargo, Blair worked at Nationwide Investment Services Corporation for nine years and was involved with Outsyde Inc. Blair is also engaged in commercial fishing through Bluewater Atlantic LLC, which sells hook and line caught tuna. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services, managing roughly $671 billion in assets through over 14,000 financial advisors.

John Gerard is a financial advisor at Ameriprise Financial Services with seven years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2018, with prior roles at Virginia Polytechnic Institute and State University and Virginia Asset Management. Gerard is also a co-owner of two investment-related businesses. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income, utilizing proprietary research, third-party data, and algorithmic tools.