Jonathan Heck is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. His prior work includes multiple roles at Wells Fargo Clearing and Wells Fargo Bank NA, as well as positions with Mutual of Omaha Insurance Company and Mutual of Omaha Investor Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

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 holds a Series 66 designation and 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 large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide client base, including individuals, institutional clients, and municipal entities, offering financial planning and consulting services with a range of portfolio management styles supported by affiliated research and advisers.

Joel Martin is a financial advisor with Merrill in Richmond, VA, holding a Series 66 designation and eight years of industry experience. He has worked at Bank of America, N.A. since 2001, including his current role at Merrill since 2018. Martin serves as a board member for the Lewis Ginter Botanical Garden, a charitable organization offering educational programs to the community. 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 individuals, high-net-worth clients, and institutional accounts.

Anne Mcquail is a financial advisor with Wells Fargo Advisors based in Richmond, VA, holding a Series 66 designation and with 10 years of industry experience. She previously worked at Wells Fargo Clearing from 2016 to 2024 before joining her current firm. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including retirement, education, and niche services such as business-owner transition and special-needs analysis, delivering tailored recommendations through comprehensive research and planning tools.

Blake Mason is a financial advisor at Equitable Advisors in Richmond, VA, holding a Series 66 designation with four years of industry experience. Prior to joining Equitable Advisors in 2022, he spent time at the University of Mary Washington and Patrick Henry High School. Equitable Advisors serves individual clients across various wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, offering financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a range of advisory models implemented through third-party managers and LPL-sponsored programs, focusing on personalized risk assessment and tailored investment solutions.

Skye Stevens is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 designations and having one year of industry experience. Prior to joining Thrivent, Stevens worked at JPMorgan Chase and served in the United States Army and Vermont Army National Guard. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial planning without discretionary trading authority and allowing clients to combine planning with managed-account programs under separate agreements.

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 financial advisor at LPL Enterprise with 19 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining LPL Enterprise in 2024, he was with Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm typically uses model-driven investment implementation and offers access to third-party asset managers and trust custody services.

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.

Gavin Ware is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior experience includes roles at Morgan Stanley and Juno Financial Group, as well as positions outside the financial sector such as work at a golf course and a university disability services office. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves retail and institutional investors and is noted for its use of systematic methodologies, AI-driven research, and its advisory role to multiple registered investment companies.

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, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked with Equitable Advisors since 2007, including its predecessor AXA Advisors. Outside of his advisory role, he serves as Director of the Warren Mckenna Foundation, a nonprofit organization that organizes 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 consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm employs a network of Investment Adviser Representatives and uses a variety of third-party asset managers and advisory programs to implement client investment strategies.

Michael Walthall is a financial advisor at Merrill with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 2020, following roles at Wells Fargo Clearing and Wells Fargo Bank NA. Outside of his advisory work, he co-owns a pressure washing business called Emerald Outdoor Solutions LLC. 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 plans, corporations, and charitable organizations.

Paul Sakellariou is a financial advisor at Ameriprise with 22 years of industry experience. He has held roles at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of his advisory work, he serves on the Board of Directors and as Treasurer for the Rutland Foundation and is involved in sports card investing. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Susan Murphey is a CFP® professional with 11 years of industry experience. She is currently affiliated with Cetera and has previously worked at Virginia Asset Management, Securian Financial Services Inc, and Kanawha Capital Management. Murphey serves as Vice President of Membership on the board of the Central Virginia Employee Benefits Council. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a wide range of advisory services through a multi-manager platform with discretionary and non-discretionary portfolio management options.

Stephen Page is a financial advisor with Wells Fargo Clearing in Richmond, VA, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked with Wells Fargo Bank NA and Wells Fargo Clearing Services since 2012. Outside of advisory work, he has appeared in a local commercial related to a hospital patroned by his spouse and participates as a part-time driver for DoorDash. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines research-driven investment evaluation with a broad platform offering brokerage and advisory solutions.

Mark Puccinelli Sr. is a financial advisor with Osaic Wealth, Inc. He holds the ChFC® designation and the Series 63 license, and has 30 years of industry experience. Prior to joining Osaic in 2025, he spent 12 years at Lincoln Financial Securities Corporation. He is also involved with Chartered Financial Planning Associates, Ltd., where he offers accident, health, disability insurance, fixed/indexed annuities, and traditional life insurance products. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors, offering brokerage, investment advisory services, financial planning, and retirement plan consulting through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios across various asset classes and supports both discretionary and non-discretionary accounts.