Zachary Sprinkle is a financial advisor with LPL Financial in Williamsburg, VA. He holds a Series 66 designation and began his advisory career in 2024. Prior to joining the financial industry, he has work experience with companies including Amazon and The Vitamin Shoppe. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with research from LPL Research and third-party subadvisors.

Ethan Powell is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and having eight years of industry experience. He has been with Wells Fargo Clearing Services, LLC since 2017 and also works with Wells Fargo Bank NA. Outside of his advisory role, Powell owns an indoor golf facility through Powell Solutions, LLC, and works as a part-time Uber driver in Williamsburg, VA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Carolyn Menker is a financial advisor at LPL Financial with 21 years of industry experience. She holds the Series 66 designation and has been with LPL Financial since 2013. Outside of her advisory work, she is involved in long-term care insurance sales and pursues photography as a non-investment-related activity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Shannon Chittenden is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs. The firm emphasizes structured financial planning supported by firm-approved tools and offers various investment and planning services backed by extensive client assets.

Melanie Walton is a Series 66 licensed financial advisor with Morgan Stanley in Williamsburg, VA, bringing 18 years of industry experience. She has worked with Morgan Stanley Smith Barney since 2009 and previously with Citigroup Global Markets starting in 2007. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct-to-client and corporate financial planning arrangements.

Patricia Campbell is a financial advisor at Raymond James Financial Services Advisors, Inc. with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Raymond James and Townebank since 2020. Her prior experience includes roles at John Hancock from 2016 to 2020. 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, and institutional clients. The firm delivers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Noah Scruggs is a CFP® professional with seven years of experience in financial advising. He currently works at Ameriprise and previously held positions at Raymond James Financial and Davenport and Company. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Sean Driscoll is a financial advisor at Raymond James Financial with 27 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James since 2006. He is also associated with Towne Bank. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored planning and consulting using risk profiling and modeling tools, supports municipal advisory work, and provides specialized retirement plan services.

Larry Golub is a financial advisor with Morgan Stanley in Williamsburg, VA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior work includes positions at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he is involved as an ambassador with AG1 Nutritionals, a retail and online store based in Carson City, Nevada. Morgan Stanley Wealth Management offers advisory services to individuals and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and advanced modeling tools, with a wide range of investment and planning programs.

Christopher Parker is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. He previously worked at WB Jackson & Associates for ten years before joining LPL Financial. 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 provides financial planning, a variety of advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Mitchell Harry is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley since 2016. Outside of his advisory role, he serves on the Finance Committee of the Alexander Graham Bell Association for the Deaf and Hard of Hearing. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process using approved tools and models, serving clients in both advisory and brokerage capacities.