Celeste Hickman is a financial advisor at Fidelity with 15 years of industry experience. She holds the Series 63 and Series 66 designations and has been with various Fidelity affiliates since 2010. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Anthony Norr is an Investment Consultant at Fidelity Investments, a position he has held since 2026. In this role, he focuses on building meaningful relationships and providing clients with guidance tailored to their individual financial goals and circumstances. His approach emphasizes clarity and confidence throughout the financial planning process. Anthony has held several roles at Fidelity Investments, including Planning Consultant in 2025, Relationship Manager from 2024 to 2025, Financial Representative from 2023 to 2024, and Financial Services Representative in 2023. Prior to joining Fidelity, he worked as a Universal Banker at Atlantic Union Bank from 2022 to 2023 and as a Lead Disputes Representative at Capital One from 2018 to 2019. Outside of his professional work, Anthony enjoys camping, fitness, hiking, outdoor adventures, and volunteering.

Timothy Johnson Jr. is a CFP®-designated financial advisor with 13 years of industry experience. He is currently affiliated with Cetera and has prior experience at Minnesota Life and Securian Financial Services Inc. In addition to his advisory role, he sells life, health, disability, and fixed annuity insurance products. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, with over $256 billion in assets under management.

Laura Yox is a CFP® and Series 66-registered financial advisor with Edward Jones in Richmond, VA, bringing nine years of industry experience. She has held advisory roles at Edward Jones since 2004 with a break during which she worked in education and retail. Yox serves as a board member for the Goochland Chamber of Commerce. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates through a large network of advisors and branch offices nationwide.

Andrew Johnson is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity in 2026, he worked at Performance Foodservice and Bj's Wholesale Club, and he attended Gettysburg College. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios built from mutual funds, ETFs, and ETPs using systematic methodologies and long-term asset allocation benchmarks.

Thomas Block is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 22 years of industry experience. His career includes roles at Cambridge Investment Research, CUSO Financial Services, Northwestern Mutual, Wells Fargo Advisor, and independent insurance agencies. He also works as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, utilizing various platform arrangements and proprietary and third-party investment strategies.

Homi Modi is a financial advisor with Cetera, holding Series 63 and Series 65 designations and offering 40 years of industry experience. His career includes long tenures at Virginia Asset Management and Select Brokers, LLC, where he also works as an insurance agent selling life, health, disability, and long-term care products. He is based in Midlothian, VA. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

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.

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, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior roles include positions at UBS Financial Services, Ameriprise, and Legg Mason Wood Walker. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and technology tools.

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.

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.

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.

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.

Jason Montgomery is a financial advisor with Wells Fargo Clearing in Midlothian, VA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Wells Fargo Clearing since 2016, following four years at Wells Fargo Advisors, LLC. Outside of his advisory role, he is a co-owner of a beach house rental property in Kill Devil Hills, NC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Coley Eckenrode is a financial advisor with Cetera, holding a Series 66 designation and 21 years of industry experience. His career includes roles at Virginia Asset Management and Select Brokers LLC. He is also involved in fixed insurance sales as an agent and broker. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to third-party managers through various program structures and custodial relationships.

Alexander Larou is a financial advisor at Cetera with a Series 66 credential and one year of industry experience. He has previously been affiliated with Virginia Asset Management and has a background that includes time at the Virginia Military Institute. Outside of his advisory role, he also works as an insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is a national firm serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a variety of portfolio management and financial planning services through a large network of independent advisors and supports multiple program structures and investment approaches.

Lane Wilson is a financial advisor with Ameriprise in Midlothian, VA, holding a Series 66 designation and 15 years of industry experience. He has been with Ameriprise and its affiliate since 2011. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Jordan Berryhill is a financial advisor with LPL Financial in Midlothian, VA, holding CFP® and Series 66 designations and bringing 20 years of industry experience. Prior to joining LPL Financial in 2018, he worked at Summit Financial Group, Summit Brokerage Services, Signator Investors, Inc., and Securian Financial Services, Inc. He is also involved in a tax preparation and accounting business alongside his advisory activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by technology tools for operational and research purposes.