Dorothy Allen is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She previously worked at Lincoln Financial Advisors Corp for 16 years and has been associated with Penn Mutual Life Insurance Company for over two decades. Outside of her advisory role, she is involved in owning a real estate entity unrelated to investment and operates an insurance business offering various health and life insurance products. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services with a portfolio construction approach that includes asset allocation tools, risk-tolerance assessments, and access to third-party money managers.

Grayson Kirby is a CFP® affiliated with Raymond James Financial, with one year of industry experience. Prior to joining Raymond James, he worked at Bogart Wealth LLC and Northwestern Mutual. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and utilizes analytical tools such as risk profiling and probability modeling to support client goals.

Elizabeth Thompson is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 credentials and with 26 years of industry experience. She has worked at several firms including LPL Financial and CUNA Mutual Group. Thompson is also a sole proprietor insurance agent specializing in life, disability, and long-term care insurance. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs various asset-allocation tools and manages portfolios across multiple investment types, supporting both discretionary and non-discretionary accounts.

Brandon Miller is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on wealth management through individual stock and bond portfolios, specializing in areas such as family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Brandon holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Virginia Commonwealth University. Outside of his professional work, he enjoys biking, cooking, hiking, photography, and spending time with his family.

Amanda Peavy Kennedy is a Wealth Management Advisor at Merrill Lynch Wealth Management. She provides multigenerational families with a comprehensive approach to their family and business financial goals. Amanda focuses on areas such as employee benefits planning, family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, portfolio management services, socially responsible and values-based investing, women and wealth, tax minimization, and retirement income. With over 20 years of experience in various sectors of wealth management, she has developed expertise in lending, credit analysis, management, insurance, health care, retirement income, and asset management. Amanda is a CERTIFIED FINANCIAL PLANNER® professional and holds the Personal Investment Advisor designation. She earned a Bachelor's Degree in Finance from the University of Georgia Terry College of Business. Amanda is actively involved in her community, serving on the board of the Louisiana Society for the Prevention of Cruelty to Animals and previously contributing to the boards of the Leukemia & Lymphoma Society and the National Association of Women Business Owners. She also supports organizations such as Second Harvest Food Bank, Families Helping Families, Church of the King, Covenant House of New Orleans, and the Rotary Club. Outside of work, Amanda enjoys spending time with her daughter, husband, and their dog, as well as hiking, rafting, music, traveling, and participating in new adventures.

Moatir Ahmed is a financial advisor at Fidelity with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has been with various Fidelity entities since 2006. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs. The firm also serves as an advisor to multiple registered investment companies and employs formal governance and proxy-voting procedures.

Zachary Martindale is a financial advisor at Cetera with two years of industry experience. He holds a Series 66 designation and previously worked at North Star Resource Group, where he provided life insurance, securities, and planning services. Outside of his advisory role, he is also involved in the sale of fixed insurance products. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts, offering portfolio management, financial planning, and access to third-party managers through a multi-manager platform.

Denise Togger is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. She has held roles at Atlantic Union Bank, Union Investment Services, and Union Bank & Trust, alongside a long tenure at Raymond James Financial. Outside of her advisory work, she owns and operates a farm in Virginia. 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, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools, and maintains a municipal advisor affiliation that supports its public finance work.

Amber Cleck is a financial advisor at Morgan Stanley with a Series 66 designation and two years of industry experience. Her prior experience includes seven years at Truist (formerly BB&T). She is based in Richmond, VA. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and financial planning services supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers comprehensive investment and planning solutions.

Kenneth Sizemore is a financial advisor with Morgan Stanley in Richmond, VA, holding a Series 66 designation and over 10 years of industry experience. He has worked with Morgan Stanley since 2015 and with Morgan Stanley Private Bank, National Association since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market-based return estimates to support client financial plans.

Ilce Tallarico is a financial advisor at Charles Schwab with 10 years of industry experience. She holds Series 63 and Series 66 registrations and has previously worked at Merrill Lynch, Pierce, Fenner & Smith, Inc., Bank of America, and PNC Investments. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance with multi-asset model portfolios and access to alternative investments.

Alison Lewis is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She previously worked at Davenport & Company LLC for seven years and has served as an arbitrator for FINRA since 2012. Outside of her advisory work, she owns an online luxury resale and consignment business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm provides financial planning and consulting services to a diverse client base, including individuals, institutions, and municipal entities, offering a range of portfolio management styles and municipal advisory services.

Paula Bridgman is a financial advisor at Wells Fargo Advisors with 40 years of industry experience. She holds Series 63 and Series 65 licenses and has worked within various Wells Fargo entities since 2009. Outside of her advisory role, she serves as a trustee for her mother. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory with other financial products and referral channels.

Vivian Junco Leon is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and 17 years of industry experience. Her career includes roles at Wells Fargo Clearing, LPL Financial LLC, and Wells Fargo Bank. She is currently based in Richmond, VA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory services with other financial products and referral channels.

William Rector III is a financial advisor with UBS Financial Services in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with UBS and its predecessor Painewebber Incorporated since 1985. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and using proprietary research to tailor client plans based on goals and risk tolerances.

Myleah Carter is a financial advisor at Ameriprise with Series 66 registration and two years of industry experience. Her prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and Norfolk State University. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, offering tailored recommendations that integrate research, modeling, and tax-efficiency analysis. The firm delivers these services through a centralized consulting team and supports a broad range of advisory, brokerage, and insurance solutions.

Pamela Brockwell is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Her prior work includes roles at Bank of America, N.A. and BB&T spanning over 16 years. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Robert Black is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2018 and previously at Nationwide Investment Services Corp from 2012 to 2017. Black is the owner of Mirror Lake Wealth Management, LLC, where he serves as a wealth advisor. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts by providing financial planning, investment management, retirement plan advisory, and financial-wellness services through a large network of independent Financial Professionals. The firm offers tailored investment strategies across multiple custody and platform arrangements and maintains both proprietary and unaffiliated model strategies.

Alaa Hakki is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise and MML Investors Services LLC, including Massachusetts Mutual Life Insurance. 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 fiduciary-based, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Barbour Farinholt Jr. is a financial advisor at Raymond James & Associates with one year of industry experience. He holds the Series 66 designation and previously worked at Davenport & Company LLC, Collegiate School, Harlem Lacrosse, and 3rd Lacrosse. 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, institutional and pension plans, and charitable organizations, providing financial planning and consulting services with a range of portfolio management styles and affiliated research.