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 Series 66-credentialed financial advisor with 14 years of industry experience, currently affiliated with Raymond James Financial in Richmond, VA. She has held roles at Atlantic Union Financial Consultants, Middleburg Investment Services, and Atlantic Union Bank, where she serves as a Senior Registered Client Assistant. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored strategies supported by extensive research and a broad affiliate 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.

Alison Garter is a financial advisor at Edelman Financial Engines with four years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Edelman Financial Engines and its predecessor firms since 2015. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios, serves a large client base through advisor-led and online platforms, and offers employer-facing retirement plan consulting and education.

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®-certified financial advisor with seven years of industry experience. He has worked at Raymond James Financial Services Advisors since 2018 and previously held roles at Northwestern Mutual Investment Services and Valmark Securities. Warren serves as a committee member for Hampden-Sydney College, his alma mater, where he assists with alumni event coordination. Raymond James Financial Services Advisors provides financial planning and investment consulting to a broad client base, including individuals, high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers tailored, typically non-discretionary advisory services and specialized programs such as the SIMPLE IRA Employer Advisory & Consulting Services for small businesses.

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.

Coty Heiser is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing Services since 2016, also working with Wells Fargo Bank NA since 2014. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. 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.

Paul Kelly is a financial advisor at OSAIC with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at F3Logic, LLC, Independent Financial Group, LLC, and National Planning Corporation. Outside of his advisory role, Kelly serves as power of attorney for his parents, managing their financial affairs and insurance benefits. OSAIC serves a wide range of clients including individuals, high-net-worth investors, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, using asset-allocation tools and third-party platforms to manage diversified portfolios on both discretionary and non-discretionary bases.