Matthew Preddy is a financial advisor at Robert W. Baird & Co. with 22 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services, LLC. Outside of his advisory role, he is a limited partner investor in Court Street Restoration, LLC. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and separately managed account programs, utilizing a combination of manager-traded and model-traded strategies supplemented by in-house research and technology.

Caroline Salman is a Senior Financial Advisor with Merrill Lynch Wealth Management. She holds the professional designation of Personal Investment Advisor (PIA), reflecting her expertise in investment planning and portfolio management. Caroline earned a Bachelor's Degree from Smith College and completed her Master of Business Administration (MBA) at Northwestern University. Her educational background supports her role in providing comprehensive financial advice to clients.

Robin Gnatowsky is a financial advisor with Accounting Advisory Services, L.L.C., holding a Series 65 designation and 23 years of industry experience. She has been a licensed and practicing attorney since 1989, operating the Law Offices of Robin S. Gnatowsky. In addition to her advisory role, she maintains a full-time legal practice specializing in estate planning. Accounting Advisory Services, L.L.C. is an independent firm serving clients with personalized financial advisory services.

John Philips is a CFA® charterholder and founder of Clear Point LLC in Richmond, VA, with 21 years of experience in the financial industry. He has managed Clear Point LLC since its inception in 2004. Clear Point LLC is an independent firm serving clients through personalized investment management and financial planning.

John Condon is a CFP® with seven years of experience in financial advisory. He has worked at Financial Freedom Planners since 2016 and has a concurrent role at Capital One beginning in 2009. Financial Freedom Planners is a small firm based in Glen Allen, VA, serving clients with personalized financial planning and investment services.

Charles Roberts is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Financial Freedom Planners in Glen Allen, VA. He holds the Series 63 and Series 66 licenses. Financial Freedom Planners is a small firm with two advisors focused on providing tailored financial planning and investment services.

David Budinger is a financial advisor at Financial Freedom Planners with one year of industry experience. He holds a Series 65 designation. Prior to his current role, he worked at Kinloch Capital, LLC and has experience in both the healthcare and home improvement sectors. Financial Freedom Planners is a small firm with two advisors, providing tailored financial planning services.