Andrew Nixon is a financial advisor at Merrill with nine years of industry experience. He holds the Series 66 designation and has worked at Merrill and Bank of America since 2018, with prior experience at BB&T. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Julie Adkins is a financial advisor with Raymond James Financial Services Advisors, Inc. in Glen Allen, VA, holding Series 63 and Series 65 designations and has 31 years of industry experience. She previously worked at Merrill for 29 years before joining Raymond James and its affiliates in 2022. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non‑HNW clients, pension and profit‑sharing plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non‑discretionary investment consulting, emphasizing tailored plans developed through detailed client interviews and risk profiling, with a notable focus on advisory services rather than discretionary management.

Brock Van Selow is a financial advisor at UBS Financial Services in Richmond, VA, with 12 years of industry experience. He holds the Series 66 designation and has been with UBS since 2016. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, using proprietary research and model-based asset allocations to tailor client strategies.

Norman Gee Jr. is a financial advisor at Morgan Stanley in Richmond, VA, holding a Series 66 designation with nine years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, and previously held roles at Bank of America and Merrill from 2017 to 2020. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and analysis from its Financial Advisors and Estate Planning Strategies Group.

Lori Maass is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Advisors, LLC and Prodigious, LLC during her career. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm uses research and analytics alongside diversification principles and modern portfolio theory to evaluate investment options.

Jennifer Farley is a financial advisor at Cetera with 12 years of industry experience. She holds the Series 66 designation and has previously worked at VAM Partners - Irongate Capital Advisors and Securian Financial Services Inc. In addition to her advisory roles, she provides operational support at Virginia Asset Management. Cetera Investment Advisers LLC serves a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and retirement services through a multi-manager platform with access to affiliated and third-party managers.

Jonathan Heck is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing in Richmond, VA. His prior experience includes roles at Mutual of Omaha Insurance Company and Mutual of Omaha Investor Services, as well as multiple positions within Wells Fargo entities dating back to 2013. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s investment approach 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.

Declan O'Connell is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. His prior experience includes roles at Merrill from 2001 to 2017 and SunTrust Advisory Services from 2017 to 2019. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, delivering detailed recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to provide personalized, non-discretionary advice through a centralized consulting team.

Elise Borghi is a financial advisor at Raymond James & Associates with two years of industry experience. She previously worked at RBC Wealth Management and Wealthspire Advisors. Outside of her advisory role, Borghi volunteers as an election official for the King William Election Office. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and government entities. The firm provides non-discretionary wealth advisory planning and investment consulting through its Wealth Advisory Services Program, along with firm-sponsored wrap fee programs and institutional consulting services.

Joel Martin is a Series 66-licensed financial advisor with eight years of industry experience. He has been with Merrill and Bank of America, N.A. since 2018, following a 17-year tenure at Bank of America. Martin serves as a board member for the Lewis Ginter Botanical Garden, a charitable organization in Richmond, Virginia. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Anne Mcquail is a Series 66 credentialed financial advisor with 10 years of industry experience. She has been with Wells Fargo Advisors since 2024 and previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC from 2014 to 2024. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu that includes cash-flow, retirement, education, risk, wealth-transfer, and niche planning services, using Wells Fargo research and tools to develop tailored recommendations.

Blake Mason is a financial advisor at Equitable Advisors with four years of industry experience. He holds the Series 66 designation. Prior to joining Equitable Advisors in 2022, he worked at the University of Mary Washington and Patrick Henry High School. Equitable Advisors serves a broad range of clients including individuals, high-net-worth families, retirement plans, corporate, charitable, and institutional entities. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, delivering solutions through program sponsors and endorsed managers.

Matthew Sirpis is a financial advisor at OSAIC with 23 years of industry experience. He holds the Series 66 designation and previously worked at Lincoln Financial Advisors for 24 years. Outside of his advisory role, he is involved in life settlements and insurance, including disability, long-term care, and various types of annuities. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios across multiple asset classes.

Maryanne Diggs is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 22 years of industry experience. She previously worked at Ameriprise Financial Services from 2015 to 2024. 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 grounded in modern portfolio theory. The firm’s offerings include investment policy statement preparation, performance reporting, participant education, and a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Pamela Senfield is a Series 66-registered financial advisor with Ameriprise in Ashland, VA, and has three years of industry experience. Before joining Ameriprise in 2022, she worked at The Carmel School and the Perian Spring Foundation Inc. Senfield is also the owner of Quest to Be Your Best, providing life, career, and wellness coaching, and works as an independent contractor with Mindstrong Fitness, focusing on health and fitness coaching. Ameriprise is an institutional firm that offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement income recommendations, supplemented by a broad range of advisory, brokerage, and insurance solutions.

Glenn Rikkola is a CFP®-certified financial advisor with 19 years of industry experience, currently practicing at LPL Enterprise. He has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a comprehensive platform combining advisory and brokerage services, leveraging model portfolios, third-party asset management, and a range of financial products.

Joshua Hutchinson is a financial advisor at OSAIC with six years of industry experience. He holds a Series 66 designation and has worked at Royal Alliance Associates, Capitol Financial Solutions, and MassMutual Financial Group. Outside of his advisory role, he is also an independent insurance agent. OSAIC serves a diverse client base, including individual and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs a range of portfolio construction tools and provides access to third-party money managers and unified managed accounts.

Montel White is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 credential and has previously worked at Fidelity Investments, LPL, and TD Ameritrade. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Matthew Mckenna is a financial advisor with Equitable Advisors in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Equitable Advisors since 2007, previously affiliated with AXA Advisors, LLC. Outside of his advisory role, he serves as a director of the Warren Mckenna Foundation, organizing an annual charity golf tournament, and participates on the Saint Bridget Athletic Board to support student access to sports. Equitable Advisors provides financial planning, retirement plan support, and asset management services to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm employs a hybrid advisory model utilizing third-party asset managers and LPL programs, offering both advisory and brokerage/insurance channels to implement client recommendations.

Michael Walthall is a financial advisor at Merrill in Richmond, VA, with seven years of industry experience. He holds Series 65 and Series 63 credentials and previously worked at Wells Fargo Clearing and Wells Fargo Bank NA. Outside of his advisory role, he is co-owner of Emerald Outdoor Solutions LLC, a pressure washing business. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, and institutional investors.