Matthew Hale is a financial advisor at Cetera with 18 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Cetera in 2023, he worked at Virginia Asset Management, Securian Financial Services, Minnesota Life, and Mass Mutual. He is also an agent/broker involved in fixed insurance sales and serves as a financial advisor at Virginia Asset Management. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to discretionary and non-discretionary portfolio management, financial planning, and third-party money managers.

Scott Dingman is a financial advisor at LPL Financial with 36 years of industry experience. He holds the CFP® and ChFC® designations and has been associated with LPL Financial and Linsco/Private Ledger Corp. since 1997. Outside of his advisory role, he is a managing partner and 50% owner of Dingman Financial Services, LLC, and is involved in selling fixed insurance products. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Chelsea Foster is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at Wells Fargo Bank, N.A. from 2016 to 2021. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending strategies.

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 at Ameriprise with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameriprise and its affiliated firms since 2005. Outside of his advisory role, he operates a financial planning practice through LDL, LLC. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Brantley Deberry is a financial advisor at Wells Fargo Clearing in Richmond, VA, holding Series 65 and Series 63 licenses. He has experience with several firms, including Wells Fargo Bank, TDB, M&T Bank, New York Life, and Allstate. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and supports both brokerage and advisory solutions.

Sarah Kyle is a financial advisor with Wells Fargo Advisors in Richmond, VA, holding a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo Advisors in 2026, she worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. Sarah served in the United States Peace Corps and has also held positions at Amazon and Banfield Pet Hospital. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients with comprehensive financial planning and investment services. The firm offers a broad planning menu and integrates advisory services with other financial products and referral channels.

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.

Jessica Hamby is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and 14 years of industry experience. Her prior roles include positions at Capitol Securities Management, Hilltop Securities Independent Network, and Oyster Consulting LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofits through a large national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management and incorporating research from various sources.

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 who holds Series 63 and Series 65 credentials and has 30 years of industry experience. He has worked at LPL Financial since 2013 and previously was associated with Claris Financial, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by proprietary and third-party research.

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. He maintains an ongoing role in non-variable property and casualty insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base, including individuals, retirement plans, and institutions. The firm offers a range of advisory programs and financial planning services supported by comprehensive research and technology solutions.

Gavin Kendall is a financial advisor with OSAIC based in Midlothian, VA. He holds a Series 66 designation and has one year of industry experience. Prior to joining OSAIC, he worked at Capitol Financial Solutions and Northwestern Mutual, and also has background in financial planning and management roles outside the investment industry. Kendall is also an insurance broker, soliciting fixed insurance products for clients. 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 advisers. The firm provides integrated brokerage and advisory services with a range of investment options and uses firm-supported tools and third-party platforms to construct and manage client portfolios.

Joseph Brockman Jr. is a CFP® certificant with 22 years of industry experience and has been with Raymond James & Associates for 13 years. He is based in Richmond, VA and holds the Series 66 designation. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals—including high-net-worth clients—as well as institutional, pension, charitable, and municipal clients, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

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 at Charles Schwab with nine years of industry experience. He holds a Series 66 designation and has been with Charles Schwab and its affiliated bank since 2016. Prior to his career in finance, he spent seven years working at J&J Winery. 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 offers a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational infrastructure.

Joel Wise is a financial advisor with Fidelity who holds Series 63 and Series 66 licenses and has 15 years of industry experience. He has been associated with Fidelity Investments since 2010 and currently works with Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to both retail and institutional clients, including management of IRS-qualified Charitable Gift Funds and registered investment companies. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs, and holds distinctive roles such as CFTC registration and advisory functions for multiple registered investment companies.