Anne Southworth is a Series 66-licensed financial advisor with Morgan Stanley in Richmond, VA, bringing 25 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and comprehensive financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services that include tailored planning and various investment products.

Daniel Castaneda Dulyx is a financial advisor at Fidelity with 23 years of industry experience. He holds the Series 66 designation and has been affiliated with several Fidelity entities since 2013. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and deliver model solutions.

Robert Casasnovas is a financial advisor with Cetera, holding Series 63 and Series 66 designations and 36 years of industry experience. He has worked with Cetera since 2019 and was previously with Foresters Advisory Services and Foresters Financial Services. Casasnovas is also the owner of Artisan Insignia LLC, a sport apparel sales business. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of investment management and financial planning services through a multi-manager platform with access to affiliated and third-party money managers.

Brenton Luper is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 credentials. He has nine years of industry experience, including roles at Prudential Insurance Company of America, Wells Fargo Clearing, and Wells Fargo Bank NA. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform combining advisory and brokerage services.

Gina Edwards is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 25 years of industry experience. She has been with Cambridge Investment Research Advisors since 2017 and with Cambridge Investment Research, Inc. since 2015. Edwards is also an independent insurance agent and serves as a board member of the Abounding Grace Family Worship Center. Cambridge Investment Research Advisors is a large SEC-registered adviser serving individuals, retirement plans, charitable organizations, trusts, and other sponsors through a network of independent financial professionals. The firm offers a range of financial planning, investment management, and retirement advisory services with multiple custody and platform options, including proprietary and third-party model strategies.

Joshua Powell is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Wells Fargo Clearing, he spent ten years at Columbia University. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and combines brokerage and advisory offerings supported by research and analytics from Wells Fargo Investment Institute and other sources.

Nicolaus Robinson is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 credentials and three years of industry experience. He has been with Wells Fargo Clearing since 2022 and has worked at Wells Fargo Bank, N.A. since 2010. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. 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.

Jeffrey Jones is a financial advisor with Ameriprise in Richmond, VA, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he has worked as a delivery driver and package handler in non-investment-related positions. Ameriprise serves individuals approaching or in retirement, offering a retirement-income planning service that provides written Recommendation Reports addressing income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a program that emphasizes managed accounts and uses algorithmic automation overseen by a dedicated committee.

Michael Ackerman is a Series 66-licensed financial advisor with MassMutual Investors Services. He has prior experience at Royal Bank of Canada Wealth Management and has held various roles at the University of South Carolina. Outside of financial services, he has been involved with Sunshine Ridge Winery and the Robert Trent Jones Golf Club. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using collaborative, software-assisted analyses to develop written recommendations tailored to client goals.

Tyler Finney is a CFP® professional with 13 years of industry experience currently affiliated with LPL Financial. He has held roles at Wells Fargo Advisors and RiverFront Investment Group, LLC. Finney also manages business activities related to entities operating under LPL Financial. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a broad network of investment adviser representatives. The firm offers a wide range of advisory programs, including discretionary and non-discretionary management, supported by proprietary and third-party research and technology.

Sean Dugan is a financial advisor at Edward Jones in Richmond, VA, holding the ChFC® designation and Series 66 license with 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he owns and manages a rental property in Tallahassee, FL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of more than 23,700 advisors and 15,100 offices nationwide.

Perry Guthrie is a financial advisor with Merrill in Richmond, VA, holding Series 63 and Series 66 licenses and 17 years of industry experience. His work history includes positions at Bank of America, JPMorgan securities, FedEx, and Mutual of Omaha. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through model-based and discretionary investment strategies. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Karl Tweardy is a financial advisor at Fidelity with 31 years of industry experience and holds Series 63 and Series 66 credentials. His career includes roles at several firms, including Ameriprise Financial Services, United Brokerage Services, and CUNA Mutual Group. He is based in Richmond, VA. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its advisory role to multiple registered investment companies and its use of systematic methodologies and AI in portfolio management.

Kelli Senopole is a financial advisor at Morgan Stanley in Richmond, VA, holding a Series 66 designation with 2 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning and manages approximately $2.74 trillion in client assets.

Michael Housden is a financial advisor with Morgan Stanley in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with Morgan Stanley since 2012 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment modeling techniques.

David Esposito is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2022, with prior experience at Wells Fargo Clearing and Wells Fargo Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios constructed from mutual funds, ETFs, and ETPs using systematic methodologies and long-term asset allocation benchmarks.

Elizabeth Wade is a Financial Consultant at Fidelity Investments, where she has been serving clients since 2022. She collaborates with clients to develop financial plans aimed at achieving their personal and family financial goals. Prior to her current role, she worked as an Investment Consultant at Fidelity Investments from 2021 to 2022, and as a Financial Representative at the same firm in 2021. Her professional experience is centered on financial consulting and investment advisory services.

Sahid Parsard is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked at various firms, including Cetera and Langley Federal Credit Union, before joining J.P. Morgan Securities in 2023. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support client investment decisions.

C. Wharton is a CFP®-certified financial advisor at Raymond James & Associates with 34 years of industry experience. His prior work includes 25 years at Merrill and 8 years at Bank of America. He is also the managing member of Trays Branch LLC, a separate business entity. Raymond James & Associates is a large institution serving a diverse client base, including high-net-worth individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services supported by a nationwide advisory team.

Joshua Pucci is a financial advisor at Edward Jones with five years of industry experience. He has held his current position since 2020 and previously worked at Owens & Minor for nine years. Pucci holds the Series 66 credential and is based in Richmond, VA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices, offering a range of advisory programs and services under a fiduciary standard.