Andrew Jeretina is a financial advisor at Edward Jones in Midlothian, VA, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Madison Wootton is a CFA® charterholder with 28 years of industry experience, currently serving as a financial advisor at Raymond James & Associates. Prior to joining Raymond James in 2023, Madison held advisory roles at Truist Advisory Services and Bb&T Securities, as well as at Scott & Stringfellow, Inc. She is an officer and board member of The John Lewis Mottley Cemetery Corporation, a nonprofit organization that manages a family cemetery and oversees its finances. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a diverse client base, including individuals, institutions, and municipalities. The firm provides financial planning and consulting services with a range of portfolio management approaches and is notable for its municipal advisory capabilities and extensive affiliate network.

Troy Yenser is a CFP® and Series 66 credentialed financial advisor with 17 years of industry experience. He has worked at Raymond James & Associates since 2018 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional entities, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Robert Allen is a financial advisor at LPL Financial with 25 years of industry experience. He holds the ChFC® and Series 66 designations and previously worked at Kestra Financial Services, Inc. for five years before joining LPL Financial in 2021. Outside of his advisory role, he is also an agent selling fixed-term life insurance through Capstone Financial Partners. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary portfolio management, supported by research from LPL Research, third-party subadvisors, and TAMP sponsors.

Charles Altizer is a financial advisor with Equitable Advisors in Richmond, VA, holding Series 63 and Series 66 credentials and possessing 21 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 2004. Outside of his advisory role, he is principal and owner of AM Financial Group, which focuses on group and individual benefits including medical, health, and dental coverage, and he also serves as a financial consultant for Ashar Group Life Settlement. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a range of third-party advisory programs and asset managers, delivering customized investment solutions through a network of representatives.

Elizabeth Parsons is a financial advisor with Wells Fargo Clearing in Richmond, VA, holding Series 63 and Series 65 credentials. She has three years of industry experience, including roles at Wells Fargo Bank, nA since 2019. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Matthew Horn is a financial advisor with RBC Capital Markets in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at City National Bank, Truist Advisory Services, BB&T Securities, and Scott & Stringfellow. He serves as treasurer for the Conservation Park of Virginia and is a trustee for the endowment fund of Second Presbyterian Church. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with customizable investment strategies implemented through in-house and third-party managers, supported by RBC’s extensive capital markets and asset management capabilities.

Matthew Preddy is a financial advisor at Robert W. Baird & Co. with 22 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services, LLC. Outside of his advisory role, he is a limited partner investor in Court Street Restoration, LLC. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and separately managed account programs, utilizing a combination of manager-traded and model-traded strategies supplemented by in-house research and technology.

Caroline Salman is a Senior Financial Advisor with Merrill Lynch Wealth Management. She holds the professional designation of Personal Investment Advisor (PIA), reflecting her expertise in investment planning and portfolio management. Caroline earned a Bachelor's Degree from Smith College and completed her Master of Business Administration (MBA) at Northwestern University. Her educational background supports her role in providing comprehensive financial advice to clients.

Robin Gnatowsky is a financial advisor with Accounting Advisory Services, L.L.C., holding a Series 65 designation and 23 years of industry experience. She has been a licensed and practicing attorney since 1989, operating the Law Offices of Robin S. Gnatowsky. In addition to her advisory role, she maintains a full-time legal practice specializing in estate planning. Accounting Advisory Services, L.L.C. is an independent firm serving clients with personalized financial advisory services.

John Philips is a CFA® charterholder and founder of Clear Point LLC in Richmond, VA, with 21 years of experience in the financial industry. He has managed Clear Point LLC since its inception in 2004. Clear Point LLC is an independent firm serving clients through personalized investment management and financial planning.

John Condon is a CFP® with seven years of experience in financial advisory. He has worked at Financial Freedom Planners since 2016 and has a concurrent role at Capital One beginning in 2009. Financial Freedom Planners is a small firm based in Glen Allen, VA, serving clients with personalized financial planning and investment services.

Charles Roberts is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Financial Freedom Planners in Glen Allen, VA. He holds the Series 63 and Series 66 licenses. Financial Freedom Planners is a small firm with two advisors focused on providing tailored financial planning and investment services.

David Budinger is a financial advisor at Financial Freedom Planners with one year of industry experience. He holds a Series 65 designation. Prior to his current role, he worked at Kinloch Capital, LLC and has experience in both the healthcare and home improvement sectors. Financial Freedom Planners is a small firm with two advisors, providing tailored financial planning services.