Troy Yenser is a CFP® and Series 66 credentialed financial advisor with 17 years of industry experience. He has worked at Raymond James & Associates since 2018 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional entities, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Charles Altizer is a financial advisor with Equitable Advisors in Richmond, VA, holding Series 63 and Series 66 credentials and possessing 21 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 2004. Outside of his advisory role, he is principal and owner of AM Financial Group, which focuses on group and individual benefits including medical, health, and dental coverage, and he also serves as a financial consultant for Ashar Group Life Settlement. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a range of third-party advisory programs and asset managers, delivering customized investment solutions through a network of representatives.

William Giesen is a financial advisor at Fidelity with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked across multiple Fidelity entities since 2004. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research with quantitative and algorithmic portfolio construction, including the use of AI and long-term asset allocation benchmarks.

Elizabeth Parsons is a financial advisor with Wells Fargo Clearing in Richmond, VA, holding Series 63 and Series 65 credentials. She has three years of industry experience, including roles at Wells Fargo Bank, nA since 2019. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Matthew Horn is a financial advisor with RBC Capital Markets in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at City National Bank, Truist Advisory Services, BB&T Securities, and Scott & Stringfellow. He serves as treasurer for the Conservation Park of Virginia and is a trustee for the endowment fund of Second Presbyterian Church. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with customizable investment strategies implemented through in-house and third-party managers, supported by RBC’s extensive capital markets and asset management capabilities.

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.

Anne Meadows is a financial advisor at Edward Jones with 14 years of experience at the firm. She holds the Series 66 designation and is based in Chester, VA. Meadows previously participated in a direct sales distributorship with Arbonne but is no longer actively selling. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and fiduciary services.

John Corrigan IV is a CFP®-credentialed financial advisor with 20 years of industry experience, operating through Personal Financial Experiences, LLC in Midlothian, VA. He has also conducted customer behavior research and consulting through Customer Analytics Consulting, LLC since 2008. Personal Financial Experiences, LLC is an independent firm focused on providing personalized financial advice.

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.

Iyad Fattoum is a financial advisor at Canaan Investment Management with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley, Morgan Stanley Private Bank, N.A., and Merrill. Since 2019, he has been with Canaan Investment Management. Canaan Investment Management is an independent firm based in Midlothian, VA.