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.

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.