Allyson Putnam is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 14 years of industry experience at the firm. She is based in Richmond, VA. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets with over 14,000 financial advisors and provides both brokerage and advisory solutions.

Chiles Mason Jr. is a financial advisor at Equitable Advisors with five years of industry experience and holds a Series 66 designation. Prior to joining Equitable Advisors in 2020, he held various roles including positions at Hampden-Sydney College, Cooper-Hurley Law Firm, Mass Mutual, and Jamestowne Investments. Outside of his advisory work, he occasionally assists with the bottling process for Cirrus Vodka in Richmond, VA. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm utilizes a range of advisory models, often implemented through third-party managers and platforms, and offers ERISA fiduciary services to qualified plans.

Jesse Wolfe is a financial advisor at Cetera with seven years of industry experience. He holds the Series 66 designation and has previously worked with Securian Financial Services Inc. and Virginia Asset Management, where he is also involved in operational support. Outside of advising, Wolfe participates in a real estate business venture in Richmond, VA. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and planning services, with a multi-manager platform that includes affiliated and third-party managers, supporting various program structures and investment strategies.

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.

Moses Maxfield is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously spent 18 years with the Virginia Retirement System. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a wide range of advisory services and investment strategies supported by a large network of financial advisors and branch offices nationwide.

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.

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 Series 66-registered financial advisor with Equitable Advisors, based in Richmond, VA. He has two years of industry experience, including roles at Equitable Advisors since 2024 and prior positions in various service and hospitality industries. Outside of financial advising, he has experience working with Marine Corps Community Services and entrepreneurial ventures in mobile detailing and restaurant operations. Equitable Advisors serves a broad client base, including individuals of varying wealth levels, pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset-management programs delivered through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment models.

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.

Matthew Wilson is a financial advisor with OSAIC, holding a Series 66 credential and five years of industry experience. He has worked with Royal Alliance since 2020 and previously held roles at State Employees' Credit Union and several other organizations. Outside of his advisory work, he assists in financial planning at Capitol Financial Solutions and solicits fixed insurance products. OSAIC serves a broad mix of retail and institutional clients through a large network of financial advisers and offers integrated brokerage and advisory services, including financial planning, retirement consulting, and access to third-party money managers. The firm utilizes various portfolio construction tools and supports multiple advisory platforms and programs.

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.

Ryan Modi is a financial advisor with Cetera, holding the CFP® designation and Series 66 license, and has 12 years of industry experience. He has worked at Virginia Asset Management since 2014 and joined Cetera in 2023. Modi is also an insurance agent, selling life, health, disability, fixed annuities, and long-term care products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Dorothy Allen is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She previously worked at Lincoln Financial Advisors Corp for 16 years and has been associated with Penn Mutual Life Insurance Company for over two decades. Outside of her advisory role, she is involved in owning a real estate entity unrelated to investment and operates an insurance business offering various health and life insurance products. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services with a portfolio construction approach that includes asset allocation tools, risk-tolerance assessments, and access to third-party money managers.

Grayson Kirby is a CFP® affiliated with Raymond James Financial, with one year of industry experience. Prior to joining Raymond James, he worked at Bogart Wealth LLC and Northwestern Mutual. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and utilizes analytical tools such as risk profiling and probability modeling to support client goals.

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.

Richard La Rose Jr. is a financial advisor with Ameriprise, holding the Series 66 designation and 25 years of industry experience. He has worked with Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he serves on the finance team at New Life United Methodist Church, overseeing the church’s financial statements and investment programs. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendation reports and ongoing advice. The firm’s approach incorporates proprietary investment research and third-party data within a framework influenced by affiliated product relationships.