Antonija Simpson is a CFP®, ChFC®, and Series 66-licensed financial advisor with 16 years of industry experience. She has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Ray Hanson is a financial advisor at Cambridge Investment Research Advisors with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Cambridge since 2011. Outside of his advisory work, he serves as a math coach for the Williamsburg-James City County Schools junior high Mathcounts team. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent advisors, utilizing proprietary and third-party strategies tailored to client objectives.

Brandon Call is a financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. Prior to joining LPL Financial in 2025, he worked at First Command Insurance Services, First Command Advisory Services, and First Command Financial Planning from 2017 to 2025, as well as Edward Jones from 2016 to 2017. He is also involved with several business entities including Colonial River Wealth Management and Call Solutions LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a broad network of investment adviser representatives. The firm offers a range of advisory and brokerage services with customizable investment strategies and operational support tools.

Michelle Hilstrom is a financial advisor with Morgan Stanley in Williamsburg, VA, holding Series 63 and Series 66 registrations and 28 years of industry experience. She has worked with Morgan Stanley Smith Barney since 2009 and was previously with Citigroup Global Markets from 2006 to 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market simulations as part of its financial planning process.

Susan Hassan is a Wealth Management Advisor at Merrill Lynch Wealth Management with over two decades of experience in the industry. She specializes in comprehensive wealth strategies, working closely with clients to establish Wealth Outlook Plans that address various life stages, including college and retirement planning, legacy, and estate services. Her approach involves identifying individual financial goals and analyzing assets to create personalized investment strategies that accommodate clients' specific needs. She emphasizes consistent account reviews to adjust for changing life circumstances and aims to protect investments from market fluctuations. Susan holds the Chartered Financial Consultant (ChFC) designation and is also a Personal Investment Advisor (PIA) and Retirement Income Certified Professional (RICP). She earned her bachelor's degree from Quinnipiac University with a concentration in Financial Planning. Residing in Toano, Virginia, Susan participates in community activities including serving as Board Chair for The Arc of Greater Williamsburg and as a Girl Scout Troop Leader. She also facilitates Momentum for Women, a women's networking group.

Daniel Carlile is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been associated with TowneBank and Raymond James since 2012. Carlile has no notable outside business activities beyond serving as a non-owner in support roles related to team brand names. 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 institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance advisory work uncommon among large institutional advisors.

John Wall is a financial advisor at Raymond James Financial with 16 years of industry experience. He holds a Series 66 designation and has held roles at Atlantic Union Bank, Middleburg Investment Services, and Union Bank and Trust. He also serves as a trustee for Wall, Preston. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning supported by advanced analytical tools and distinctive municipal advisory services.

Charlene Harvey is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. She has been with Merrill since 2010. Outside of her advisory role, she assists with bookkeeping for a family-owned auto repair business. 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, offering model-based and discretionary investment strategies for a range of individual and institutional clients.

Tammy Jenner is a financial advisor at Merrill with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill since 2010. 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, offering model-based and discretionary strategies managed by internal teams and third-party style managers. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Douglas Cash Jr. is a financial advisor with LPL Financial in Williamsburg, VA, holding Series 63 and Series 66 designations and possessing 29 years of industry experience. He has worked with LPL Financial since 2011 and concurrently with Citizens and Farmers Bank since 1999. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with advice delivered through a large network of investment adviser representatives.

Samuel Drewry III is a Series 66-licensed financial advisor with Edward Jones in Williamsburg, VA, where he has worked since 2023. He has three years of industry experience and previously held positions at Colonial Farm Credit and Bank of Lancaster. Outside of his advisory work, Drewry serves as a First Sergeant in the Virginia Army National Guard and is the Director of the Praise Band at First United Methodist Church in Williamsport, PA. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard and supporting an extensive network of financial advisors and branch offices nationwide.

Richard Pietsch is a financial advisor with LPL Financial in Williamsburg, VA, holding the Series 66 designation and 19 years of industry experience. He has been with LPL Financial since 2008 after one year at Ameriprise. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a large network of advisors with both discretionary and non-discretionary investment strategies.

Patrick Faulkner is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and bringing 41 years of industry experience. He has been affiliated with Raymond James Financial Services Advisors, Inc. since 2012 and TowneBank since 2014. Outside of his advisory work, he owns and operates The James River Gardens, Inc., a landscaping and event space business in Charles City, VA. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, and institutions. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports a broad advisor network, with specialized offerings in municipal and public finance.

John Holshouser is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016, previously working at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a board member of the Young Men's Club of Danville, where he participates in meeting attendance and event planning. 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 IPS-driven approach incorporates modern portfolio theory and includes a range of investment options, notably integrating insurance-related vehicles and bank deposit sweep programs.

Iris Porush is a financial advisor with Raymond James Financial in Williamsburg, VA, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. She has been affiliated with Raymond James and Legacy Financial Group, LLC since 2009. Porush serves as a board and committee member of the Williamsburg Community Foundation. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individual and high-net-worth clients, corporations, charitable organizations, and institutional investors. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through unique affiliations.

Jordan Salary is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to Merrill, he worked at Bank of America and has experience in various roles including education and small business ownership. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Nathan Hansen is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. Prior to joining Edward Jones, he worked at Ferguson Enterprises Inc. for one year. 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 under management and offers a range of discretionary and non-discretionary investment strategies, supported by a network of over 23,700 financial advisors and more than 15,000 branch offices nationwide.

Constance Starkovs is a financial advisor at Fidelity with six years of industry experience. She holds the Series 66 designation and has previously worked at Equitable Advisors and AXA Advisors. Starkovs also has experience outside of advisory roles, having served with the Central Park Homeowners Association and at the USF Muma College of Business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and it offers services such as discretionary portfolio management, fund advisory, and model portfolio delivery.

Cindy Hanke is a financial advisor at OSAIC with 18 years of industry experience. She holds a Series 66 designation and previously worked at Lincoln Financial Advisors and Nationwide Investment Services Corporation. OSAIC serves a broad range of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs various asset-allocation tools and third-party platforms to construct diversified portfolios, managing accounts on both discretionary and non-discretionary bases.

Charles Mott is a financial advisor with Morgan Stanley, holding a Series 66 designation and 22 years of industry experience. He has worked at Morgan Stanley since 2009, including time at Morgan Stanley Private Bank, and previously at Citigroup Global Markets and Legg Mason Wood Walker. Mott served as a U.S. Navy Captain prior to his financial career. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, delivering tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.