Kristopher Olexy is a CFP® professional with 22 years of experience in financial services. He has worked at OSAIC since 2018 and previously spent 16 years with John Hancock Financial Services. Outside of his primary advisory role, he serves as an Advanced Planning Advisor for Capitol Financial Solutions and is CEO of an LLC established for tax purposes. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk management, and access to both traditional and alternative investments.

Matthew Johnson is a financial advisor with Raymond James & Associates in Richmond, VA, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Raymond James & Associates since 2015. Johnson serves as Treasurer and board member for the Foundation for Children with Intellectual and Developmental Disabilities and as Treasurer and board member for Meadowbrook Country Club, both nonprofit organizations. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension and profit-sharing plans, and municipal entities, offering tailored financial planning and consulting with various portfolio management strategies and affiliated resources.

Thomas Doyle III is a financial advisor with Wells Fargo Advisors in Richmond, VA, holding Series 63 and Series 65 designations and nine years of industry experience. His prior roles include positions at Wells Fargo Clearing Services and Dorsey Wright & Associates. He has ownership interests in Harvie Wealth Management Group, LLC, and PNF Holdings LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services and integrates advisory recommendations with various financial products and referral channels.

Leonard Mc Adams is a financial advisor with Edward Jones in Chester, VA, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. He has been with Edward Jones since 1992. Outside of his advisory role, he serves as a board member of the Chester Business Association. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a large network of financial advisors and branch offices, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Jennifer Smith is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing and Truist Investment Services. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services tailored to clients who meet a net-worth threshold. The firm’s approach includes specialized planning services and integrates advisory work with other financial product offerings.

Jeffrey Garner is a financial advisor at Morgan Stanley in Richmond, VA, with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing and First Clearing, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by a structured process and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial plans.

Lauren Clark is a financial advisor at RBC Capital Markets with six years of industry experience. She holds a Series 66 designation and has worked previously at Wells Fargo Clearing and Wells Fargo Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm provides a range of advisory programs with discretionary and non-discretionary portfolio management, combining in-house and third-party investment managers tailored to clients’ risk profiles.

Celeste Hickman is a financial advisor at Fidelity with 15 years of industry experience. She holds the Series 63 and Series 66 designations and has been with various Fidelity affiliates since 2010. 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 manage model portfolios composed of mutual funds, ETFs, and ETPs.

Douglas Kasselberg is a financial advisor at Ameriprise with six years of industry experience. He holds Series 63 and Series 66 licenses. His career includes roles in education prior to joining Ameriprise in 2025. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a Premier Retirement Income service that provides written recommendation reports and ongoing advice focused on retirement income planning and tax-aware withdrawal strategies.

Hill Mallory III is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm operates at large scale with over $671 billion in assets under management and more than 14,000 financial advisors, offering both brokerage and advisory solutions.

Ernesto Sampson Jr. is a financial advisor with Ameriprise in Glen Allen, VA, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, he serves on several nonprofit boards, including as Trustee of The Richmond Symphony Foundation, President of the VMI Foundation, and Past President of the Rotary Club of West Richmond. Ameriprise provides a range of advisory, brokerage, and insurance solutions, with a notable retirement-income planning service designed for individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to generate personalized recommendations.

Davis Boyd is a financial advisor with Ameriprise in Richmond, VA, holding a Series 66 designation and four years of industry experience. He has been with Ameriprise since 2021 and previously worked in network building and consulting from 2019 to 2021. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to generate personalized recommendation reports. The firm operates through a large institutional platform providing advisory, brokerage, and insurance solutions.

Anthony Norr is an Investment Consultant at Fidelity Investments, a position he has held since 2026. In this role, he focuses on building meaningful relationships and providing clients with guidance tailored to their individual financial goals and circumstances. His approach emphasizes clarity and confidence throughout the financial planning process. Anthony has held several roles at Fidelity Investments, including Planning Consultant in 2025, Relationship Manager from 2024 to 2025, Financial Representative from 2023 to 2024, and Financial Services Representative in 2023. Prior to joining Fidelity, he worked as a Universal Banker at Atlantic Union Bank from 2022 to 2023 and as a Lead Disputes Representative at Capital One from 2018 to 2019. Outside of his professional work, Anthony enjoys camping, fitness, hiking, outdoor adventures, and volunteering.

Samuel Mintz is a CFP® with 23 years of industry experience, currently advising at Raymond James & Associates since 2026. He previously worked at Truist Advisory Services and Truist Investment Services, as well as Bb&T Securities and Scott & Stringfellow. Mintz serves as a board member of Sports Backers, a nonprofit organization. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Karen Buckley is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 13 years of industry experience. Her prior roles include positions at RBC Capital Markets, Bank of America, and Merrill. She also supports advisors in a client associate role at Atlantic Union Bank. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client goals.

John Green is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill Lynch. He serves on the investment committee of Willow Oaks Country Club and is a member of the board of directors and finance and investment committee at Saint Mary’s Ryken High School. UBS Financial Services serves individual, corporate, and institutional clients with 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 financial plans aligned with clients’ goals and risk tolerances.

Michael Johnson Clyburn is a Senior Financial Advisor with the TWN Wealth Management Group at Merrill Lynch Wealth Management. Since joining Merrill in 2017, he has focused on advancing client goals by leveraging the products and services offered through Merrill and Bank of America. His role includes portfolio advisory services with a particular emphasis on alternative investments, as well as personal wealth planning and analysis. Michael holds a bachelor's degree with a double major in Mathematics and Psychology from Amherst College, where he was also a member of the varsity football team. He maintains the professional designation of Personal Investment Advisor (PIA). His client expertise encompasses areas such as retirement planning, family wealth management, tax minimization, and services tailored to endowments, foundations, non-profits, and small businesses. In addition to his professional responsibilities, Michael is involved with the Ridgewood High School Alumni Association. He lives in Red Bank, New Jersey, and spends his personal time with family and friends, enjoying activities such as boating, baseball, football, running, music, and travel.

Nicholas Chavis is a Series 66-registered financial advisor with MassMutual Investors Services, where he has worked since 2009. He has 21 years of industry experience and is based in Mechanicsville, VA. In addition to his advisory role, he is a partner in Clear Water Capital, a DBA under MassMutual focused on building a financial planning practice in the area. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations with financial planning, asset management, and educational programs.

Justin Schrinel is a CFP®-certified financial advisor with LPL Financial in Richmond, VA, where he has worked since 2012. He has 18 years of industry experience, including four years at Merrill prior to joining LPL. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of advisors. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management access, and institutional platforms.

Amarinder Saini is a Planning Consultant at Fidelity Investments, where he collaborates with clients to address their financial needs and develop comprehensive financial plans aligned with their goals and values. Since joining Fidelity Investments in 2021, he has held multiple roles, including Planning Consultant, Relationship Manager, and Investment Solutions Representative. Prior to his current position, Amarinder gained experience in client services across various financial institutions, including TD Ameritrade, RBC Wealth Management, and BB&T Scott & Stringfellow LLC. His professional background spans from 2012 to the present, focusing on supporting client financial objectives. Outside of his professional duties, Amarinder enjoys cooking and baking, spending time with pets, traveling, and practicing yoga.