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. Outside of advisory services, he is involved in non-variable property and casualty insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a broad network of investment adviser representatives.

Joseph Brockman Jr. is a CFP® professional with 23 years of experience in financial advisory roles. He has been with Raymond James & Associates since 2013 and previously worked at Morgan Keegan & Company, Citigroup Global Markets, and Legg Mason Wood Walker. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and nonprofit entities. The firm provides financial planning and non-discretionary investment consulting supported by a nationwide adviser network and offers municipal advisory services and a range of portfolio management options.

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 at Fidelity with 16 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Fidelity Investments since 2010, including seven years with Fidelity Personal and Workplace Advisors. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm employs a mix of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of portfolios, often utilizing affiliated or unaffiliated sub-advisers.

Andrew Donnelly Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at LPL Financial since 2021 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Randall Tootle is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has served as a Financial Advisor since 1999. He specializes in areas including college education planning, family wealth management strategies, liquidity management, and portfolio management services. Randall holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc., as well as the designation of Retirement Benefits Consultant and Personal Investment Advisor (PIA). Prior to his career in financial advisory, Randall worked for Anheuser Busch in a business consulting role across various markets in the Southeast. He is a graduate of Florida International University, where he also played soccer. Randall resides in Chesterfield with his wife, Shannon, and their two sons.

James Amato is a financial advisor with Equitable Advisors in Midlothian, VA, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has been with Equitable Advisors since 2014 and was previously associated with Axa Advisors. In addition to his advisory role, Amato works as a tax preparer for a local CPA firm. Equitable Advisors serves individual clients—including non-high-net-worth and high-net-worth investors—as well as pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs delivered through a network of investment adviser representatives and third-party managers.

Allison Boyd is a financial advisor at Edelman Financial Engines with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has been with affiliated firms since 2009, including Financial Engines Advisors L.L.C. and Edelman Financial Services, LLC. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, providing diversified, long-term oriented portfolios and a range of management options.

Timothy Crytzer is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Capitol Securities Management, Anderson & Strudwick, Incorporated, and A&S Capital Advisors, Inc. He is also associated with Highland Partners Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives.

Chad Cieslewicz is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has been assisting clients since 2015. He focuses on simplifying the financial lives of high-net-worth individuals by providing customized strategies that address investments, education planning, retirement income, and wealth transfer. Chad works closely with clients on estate planning and tax minimization strategies, collaborating with their other professional advisors to optimize financial resources effectively. Chad's areas of expertise include college education planning, divorce transition planning, equity compensation services, family wealth management strategies, legacy planning, personal retirement planning, portfolio management, socially responsible and ESG investing, tax minimization, and retirement income. He holds professional designations as a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a bachelor's degree in finance from Christopher Newport University, where he was also a member of the football and rugby teams. Chad resides in Richmond, Virginia with his fiancée, Mallory. In his free time, he enjoys football, golfing, and spending time with his family.

Bradley Dalton is a financial advisor with Edward Jones in Richmond, VA, holding Series 63 and Series 66 credentials and having 22 years of industry experience. He has been with Edward Jones throughout his career since 2004. Outside of advising, he owns a branding and marketing business and is a partner in a real estate venture. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

John Foster IV is a financial advisor with Raymond James & Associates in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Prior to joining Raymond James in 2013, he worked at Morgan Keegan & Company, LLC and Davenport & Company LLC. Outside of his advisory work, he serves as treasurer for St. Martin's In The Field, a summer chapel, and is a director on the board of the Virginia Retirement System. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers a range of financial planning and consulting services emphasizing non-discretionary client relationships, supported by diverse portfolio management styles and affiliated research.

Emmett Corboy is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 16 years of industry experience. He has worked at Cetera and its affiliated entities since 2019 and previously held roles at Foresters Financial Services and VACE. Outside of his advisory work, he serves as a volunteer on the board of directors for Rise Richmond. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services utilizing both discretionary and non-discretionary strategies across multiple program platforms.

Erynn Menefee is a Financial Consultant currently working at Fidelity Investments, a role she has held since 2021. Prior to this, she served as an Investment Consultant at Fidelity Investments from 2020 to 2021. Her experience in the financial services industry includes positions at Morgan Stanley, RiverFront Investment Group, Wells Fargo Advisors, and Davenport & Company LLC. Erynn's professional background encompasses various roles such as Senior Registered Client Associate, Wealth Advisory Associate, Regional Sales Consultant, and Registered Client Associate. Her work focuses on supporting clients through complex financial situations and helping them understand how these relate to their overall financial picture.

Jason Habel is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds the Series 66 designation and has worked at various Morgan Stanley entities since 2001, including Morgan Stanley Private Bank, N.A., and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured planning tools and investment research, managing approximately $2.74 trillion in client assets.

Christopher Moore is a financial advisor with LPL Financial in Richmond, VA, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. His prior experience includes ten years with Lincoln Financial Securities Corporation and over two decades operating Moore Financial Services. He is also a commissioned notary in the state of Virginia. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive advisor resources and technology.

Adam Williamson is a financial advisor at Ameriprise with 15 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliate for over 15 years. His other business activities include fiduciary services as an attorney-in-fact (power of attorney). Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports, supported by a centralized consulting team and algorithmic tools.