Paul Jorgensen is a financial advisor at OSAIC with 35 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Securities America Advisors, Securities America Inc., and NEXT Financial Group Inc. since 2002. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to multiple investment platforms. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary account management across a broad investment spectrum.

Robert Muller is a financial advisor at Stifel with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2015. Outside of his advisory work, Muller officiates high school basketball games with the Central Virginia Basketball Officials Association. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to support client decision-making.

Ronald Shibley is a financial advisor with OSAIC who holds Series 63 and Series 65 licenses and has 34 years of industry experience. He has previously worked at Securities America Advisors, Inc. and Investacorp Advisory Services. Outside of his advisory work, he is an ordained Anglican clergyman and author of 13 religious-themed books published through KDP Publishing, with royalties donated to his church. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services along with various managed account solutions. The firm employs advanced portfolio construction tools and supports multiple third-party platforms, operating within a complex corporate structure marked by numerous mergers and private-equity ownership.

Anju Dhaliwal is a financial advisor at Cetera with six years of industry experience. She holds the ChFC® designation and Series 66 license. Prior to her current role, she worked with Virginia Asset Management and Securian Financial Services. Dhaliwal is also involved in fixed insurance sales through Virginia Asset Management. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and advisory services through a nationwide network of independent advisors and operates a multi-manager platform with a range of program options and custodial relationships.

Taylor Warren is a CFP® professional with seven years of industry experience, currently advising at Raymond James Financial. His prior roles include positions at Northwestern Mutual Investment Services LLC and Valmark Securities, Inc. He serves as a committee member for Hampden-Sydney College, where he assists with alumni engagement activities. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning services supported by analytical tools and has specialized capabilities in municipal finance and SIMPLE IRA employer advisory programs.

John Sicat is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with LPL Financial since 2002. Outside of advising, he has worked as a movie extra since 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and access to third-party asset managers, supported by a large network of advisors and operational tools.

Christopher Spearman is a financial advisor with Wells Fargo Clearing in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes multiple roles at Wells Fargo and a prior tenure at Morgan Stanley. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting, managing approximately $671 billion in assets through more than 14,000 financial advisors.

Coty Heiser is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing Services since 2016, also working with Wells Fargo Bank NA since 2014. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process 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.

Paul Kelly is a financial advisor at OSAIC with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at F3Logic, LLC, Independent Financial Group, LLC, and National Planning Corporation. Outside of his advisory role, Kelly serves as power of attorney for his parents, managing their financial affairs and insurance benefits. OSAIC serves a wide range of clients including individuals, high-net-worth investors, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, using asset-allocation tools and third-party platforms to manage diversified portfolios on both discretionary and non-discretionary bases.

Samuel Price Jr. is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 credentials and 39 years of industry experience. His prior roles include positions at Securities America Advisors, Inc., VOYA Financial Advisors, and SSN Advisory Inc. He is also the owner of Price Financial Services, an insurance-related business. Osaic Wealth, Inc. serves retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to various managed-account solutions. The firm employs asset-allocation tools and risk assessments to construct portfolios including stocks, bonds, options, mutual funds, ETFs, and alternative investments.

John Williams is a financial advisor with RBC Capital Markets in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with RBC Capital Markets since 2010. Williams has also served as an independent contractor arbitrator in FINRA dispute resolution. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

Kathleen Thompson is a Certified Financial Planner (CFP®) with 19 years of industry experience. She has worked at Morgan Stanley since 2019, including a current role at Morgan Stanley Private Bank, N.A., and previously held positions at Davenport & Company LLC and World Capital Advisors, LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and methodologies.

Mark Wolf is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. His prior roles include positions at Fannie Mae and Freddie Mac, as well as running Wolf Consulting LLC. Outside of his advisory work, he is a partial owner of an investment-related LLC. 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 advice. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Christian Dundas is a CFP®-designated financial advisor with 22 years of industry experience. He is currently with LPL Enterprise and has previously worked at The Prudential Insurance Company of America and Pruco Securities, LLC. Dundas is involved in Dundas & Rikkola Financial Services, LLC, a limited business entity used for tax and investment purposes. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm’s model-driven investment approach incorporates portfolios developed by LPL’s Research Department and third-party strategists, and it offers services such as financial planning, access to third-party asset managers, and participation in wrap programs.

Anne Marie Carlson is a financial advisor at Edward Jones in Midlothian, VA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she worked at CoStar Group and United Therapeutics, and has a history of involvement with Wyonegonic Camps. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory strategies supported by a large network of financial advisors and a diverse set of affiliated services.

Kenneth Moorefield III is a CFP® professional with 13 years of experience in financial advising. He is currently with Raymond James Financial and previously worked at Edward Jones for 11 years. He also serves as President of Moorefield Wealth Management, an independent wealth management and financial planning firm. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs tailored, non-discretionary planning and uses advanced analytical tools to support client goals.

Juan van Schalkwyk is a Financial Consultant at Fidelity Investments. He has worked in various roles within the company since 2023, including Investment Consultant, Investment Solutions Representative I, and Customer Relationship Advocate. Juan works with clients to develop personalized financial strategies to build, manage, and protect their wealth. Born in South Africa and moving to the United States as a teenager, Juan brings his personal experience with financial challenges to his professional work. He emphasizes clear communication, proactive outreach, and trusted guidance in supporting clients' financial goals. Outside of his professional role, Juan enjoys activities such as spending time at the beach, family activities, exploring food, social events with friends, and outdoor adventures.

John Delandro III is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in working with physicians, business owners, and high-income professionals, focusing on building enduring legacies rather than simply managing portfolios. His expertise includes corporate benefits, executive compensation, family wealth management strategies, legacy planning, and retirement income. John's approach emphasizes transforming financial capital into lasting permanence through disciplined stewardship and generational development. He aims to ensure that each generation inherits not only resources but also the wisdom and leadership necessary to build upon them. He holds a Bachelor's and a Master's Degree from Saint Leo College and has earned the Personal Investment Advisor (PIA) designation. Beyond his professional role, John is actively involved in the Richmond community, serving as a member of the Rotary Club of Richmond, All Saints Episcopal Church, and the Virginia Passenger Rail Authority board. He previously chaired the Henrico Education Foundation and was active with the West Richmond Businessman's Association. John's personal interests include spending time with family, enjoying occasional cigars, cooking, and traveling.

Jane Jenkins is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she serves as Vice President of Finance-Treasurer for The Woman's Club of Richmond. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, delivering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and offers a wider range of financial products, including insurance-related vehicles and bank deposit sweep options.

Kathryn Smith is a financial advisor with Wells Fargo Clearing in Richmond, VA, holding a Series 66 designation and 13 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked 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 investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menu.