Chad Dean is a Series 66-licensed financial advisor with Ameriprise Financial Services, LLC, where he has worked since 2016. He has nine years of industry experience and is based in Glen Allen, VA. Outside of his advisory role, he is a co-owner of RSTK, LLC, a business unrelated to investment activities. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on dependable income and tax-aware withdrawal strategies.

Colen La Plante is a financial advisor with Mass Mutual Investors Services and holds Series 63, 65, and 66 designations, bringing 34 years of industry experience. His prior roles include positions at Foreside Fund Services and Principal Funds Distributor. He serves as a board member for the Second Baptist Church Endowment, where he reviews and advises on the investment portfolio. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, and charitable organizations, among others. The firm emphasizes collaborative, goal-oriented planning supported by proprietary software and offers specialized programs such as divorce planning and estate-settlement services.

Douglas Alexander is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at Cetera and its affiliated entities since 2010, and previously served at First Allied Advisory Services. Outside of his advisory role, Alexander serves on the board of St. Benedict's Catholic School, including its finance committee, and is involved in education and insurance-related business activities. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through a network of more than 10,000 advisors.

Alex Navarro Marquez is a financial advisor at OSAIC with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously with Lincoln Financial Securities, Robert Half, and Foresters Financial. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services across multiple platforms, using asset-allocation tools and risk-tolerance assessments to manage portfolios that include a wide range of investment types.

Keith Johnson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2012 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is based on investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Angelica Snyder is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She previously worked at First Investors Corporation and has been with Cetera and its affiliated entities since 2019. Outside of her advisory role, she is co-owner of FirEver Pines LLC, a Christmas tree farm. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services across multiple program platforms and custodial relationships.

Gus Andrews III is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 14 years and has been involved with Ikemor Co., Inc. since 2002, where he serves as president. Andrews has roles in multiple investment-related businesses, including partnerships in commercial real estate and corporate operations. OSAIC serves a diverse client base including retail, high-net-worth, institutional, and charitable organizations through a large network of affiliated advisers and platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and third-party money manager access to deliver brokerage and advisory services, with portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Audrey Keune is a Series 66–designated advisor with LPL Financial, based in Henrico, VA, and has three years of industry experience. She has been associated with LPL Financial and Abacus Financial since 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches and providing access to model portfolios and research from multiple sources.

Peter Cavazos is a financial advisor with Equitable Advisors in Richmond, VA, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Marine Corps Community Services and Jayco Hawaii Inc, as well as work during his time at the University of Richmond. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through program sponsors and endorsed third-party managers, with a mix of discretionary and non-discretionary asset management.

William Anderson is a financial advisor with Wells Fargo Clearing in Richmond, VA, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors, LLC from 2012 to 2016. Outside of his advisory role, he serves as a personal representative and executor for his son. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Brian Morgan is a Financial Consultant at Fidelity Investments, where he collaborates with individuals and families through a structured planning process to clarify priorities, establish goals, and create actionable financial plans. He focuses on providing guidance and disciplined execution to help clients make informed financial decisions and maintain focus on their priorities. Brian has been with Fidelity Investments since 2015, initially serving as an Investment Consultant before becoming a Financial Consultant in 2018. Prior to that, he worked as a Financial Advisor at LPL from 2014 to 2015 and at Edward Jones from 2010 to 2014. Outside of his professional work, Brian enjoys camping, fishing, golfing, and engaging in family activities, including parenthood.

Jacqueline Harrell is a financial advisor at Edward Jones in Richmond, VA, holding a Series 66 designation with one year of industry experience. Prior to her current role, she worked at Henrico County Public Schools and the YMCA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is known for its extensive retail advisor and branch network, as well as its affiliated capabilities beyond advisory services.

Zachary Andrew is a financial advisor with Morgan Stanley in Glen Allen, VA, holding a Series 66 designation and bringing 10 years of industry experience. Prior to joining Morgan Stanley, he worked at E*TRADE Capital Management LLC and E*TRADE Securities LLC from 2017 to 2023. He is also affiliated with Georgia State University since 2017. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and specialized planning groups.

Grayson Kirby is a CFP® professional with one year of experience at Raymond James Financial Services Advisors, Inc. He previously worked at Bogart Wealth LLC and Northwestern Mutual. Kirby’s background also includes four years at Virginia Polytechnic Institute and State University and four years at Matoaca High School. Raymond James Financial Services Advisors provides financial planning and investment consulting services to individual and high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers tailored advisory solutions, including a SIMPLE IRA Employer Advisory & Consulting Services program for small businesses and maintains a notable linkage to municipal and public finance activities.

Jerome Newbill Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. He has been with LPL Financial since 2011. In addition to his advisory role, he is also a licensed real estate agent affiliated with Keller Williams Realty and Dalton Realty, and he sells fixed life insurance and fixed annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Elizabeth Thompson is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 credentials and with 26 years of industry experience. She has worked at several firms including LPL Financial and CUNA Mutual Group. Thompson is also a sole proprietor insurance agent specializing in life, disability, and long-term care insurance. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs various asset-allocation tools and manages portfolios across multiple investment types, supporting both discretionary and non-discretionary accounts.

Brandon Miller is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on wealth management through individual stock and bond portfolios, specializing in areas such as family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Brandon holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Virginia Commonwealth University. Outside of his professional work, he enjoys biking, cooking, hiking, photography, and spending time with his family.

Amanda Peavy Kennedy is a Wealth Management Advisor at Merrill Lynch Wealth Management. She provides multigenerational families with a comprehensive approach to their family and business financial goals. Amanda focuses on areas such as employee benefits planning, family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, portfolio management services, socially responsible and values-based investing, women and wealth, tax minimization, and retirement income. With over 20 years of experience in various sectors of wealth management, she has developed expertise in lending, credit analysis, management, insurance, health care, retirement income, and asset management. Amanda is a CERTIFIED FINANCIAL PLANNER® professional and holds the Personal Investment Advisor designation. She earned a Bachelor's Degree in Finance from the University of Georgia Terry College of Business. Amanda is actively involved in her community, serving on the board of the Louisiana Society for the Prevention of Cruelty to Animals and previously contributing to the boards of the Leukemia & Lymphoma Society and the National Association of Women Business Owners. She also supports organizations such as Second Harvest Food Bank, Families Helping Families, Church of the King, Covenant House of New Orleans, and the Rotary Club. Outside of work, Amanda enjoys spending time with her daughter, husband, and their dog, as well as hiking, rafting, music, traveling, and participating in new adventures.

Moatir Ahmed is a financial advisor at Fidelity with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has been with various Fidelity entities since 2006. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs. The firm also serves as an advisor to multiple registered investment companies and employs formal governance and proxy-voting procedures.

Zachary Martindale is a financial advisor at Cetera with two years of industry experience. He holds a Series 66 designation and previously worked at North Star Resource Group, where he provided life insurance, securities, and planning services. Outside of his advisory role, he is also involved in the sale of fixed insurance products. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts, offering portfolio management, financial planning, and access to third-party managers through a multi-manager platform.