Matthew Puccinelli is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Lincoln Financial Securities Corporation for 12 years. Outside of his advisory role, he is president of Chartered Financial Planning Associates, Ltd., where he oversees the offering of disability, health, and life insurance products. 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, employing asset-allocation tools and multiple advisory platforms to construct portfolios that may include a variety of asset types, managed on discretionary or non-discretionary bases.

Jay Moore is a Senior Financial Advisor at Merrill Lynch Wealth Management. He leads a team of internal specialists providing in-depth analysis and tactical guidance in areas such as investment management, trust and estate planning, credit and banking, wealth structuring, and philanthropy. Jay's client base includes owners of closely-held businesses, entrepreneurs, senior executives, and professionals in the entertainment industry. Jay holds a Bachelor of Science in Business Administration with a concentration in Marketing from The Ohio State University. He is a Personal Investment Advisor (PIA) and an alumnus of Pi Sigma Epsilon - Gamma Nu Chapter at The Ohio State University. He has received the Founders Award and the Top Sales Award during his career. In his approach, Jay emphasizes clear communication by simplifying complex financial concepts and focusing on long-term planning, including the use of debt, generational wealth transfer, and insurance analysis. Outside of his professional life, Jay has personal interests in boating, music, and writing.

Jacob Charlwood is a financial advisor with OSAIC in Richmond, VA, holding a Series 66 designation and 10 years of industry experience. He previously worked at Signator Investors/JHFN and has been affiliated with Wegmans since 2009. Outside of his advisory role, he provides financial advice focused on life insurance, disability income coverage, and long-term care through his work with Capitol Financial Solutions. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients, offering integrated brokerage and investment advisory services. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing across a range of investment options, supporting both discretionary and non-discretionary account management.

Amanda Crawley is a CFP®-certified financial advisor with nine years of industry experience. She is currently with Raymond James Financial Services Advisors, Inc., where she has worked since 2023, having previously held roles at Steward Partners and Merrill. Outside of advising, she serves as a notary. 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 emphasizes tailored, non-discretionary planning using analytical tools to support client goals and maintains unique municipal advisory affiliations.

Michael Velasquez is a financial advisor at Edward Jones in Powhatan, VA. He holds the Series 66 designation and began his advisory career with Edward Jones in 2025. Prior to entering the financial industry, he worked in various roles in the food service and retail sectors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies under a fiduciary standard, supported by a large network of financial advisors and branch offices across the United States.

David Stables IV is a financial advisor with Equitable Advisors in Richmond, VA, holding a Series 66 designation and 17 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 2009. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm employs a range of advisory models, including third-party sponsored programs and discretionary management, covering mutual funds, ETFs, separately managed accounts, and select alternatives.

Robert Barnes IV is a financial advisor at Raymond James & Associates with a Series 66 designation. He began his advisory career in 2025 and has prior experience working in various roles outside the financial industry, including positions at Yeti Coolers and Junk Goats Junk Removal. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional investors, and municipal entities, providing financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Alexander Brand is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Wells Fargo Clearing Services, Wells Fargo Bank, and Raymond James Financial Services. Brand serves as a non-profit board member for the Rivergate Homeowner's Association in Richmond, VA. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a broad range of advisory programs, financial planning, and brokerage services utilizing model portfolios, third-party research, and a variety of investment strategies.

Apryl Halstead is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 13 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors, LLC from 2012 to 2016. Outside of her advisory role, she is an author of a cookbook titled *Nothing Leftover* and participates as a committee member in The W Source BNI Group, focusing on women’s issues in the financial industry. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and based on modern portfolio theory, with a notable range of financial products including insurance-related vehicles and bank deposit sweep options.

Scott Reisenweaver is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and possessing 32 years of industry experience. His career includes roles at First Allied Advisory Services and Cetera dating back to 2011. Reisenweaver is also involved in insurance-related independent contracting and owns Reisenweaver Wealth Management. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services, utilizing both affiliated and third-party managers within various program structures.

Lisa Mc Kittrick is a Financial Advisor at Merrill Lynch Wealth Management. She works closely with clients to develop personalized financial strategies aimed at helping them pursue their long-term goals. Lisa's approach emphasizes a deep understanding of each client's full financial picture, enabling her to create strategies responsive to changing market conditions. Before joining Merrill Lynch, Lisa taught in public schools for 12 years, which she believes enhances her ability to connect with clients and tailor financial solutions to their unique needs. She transitioned to finance as a Wealth Management Client Associate, gaining experience in client interactions and daily transactions. Lisa's expertise includes college education planning, family wealth management, LGBT wealth planning, personal retirement planning, women and wealth, and retirement income. Lisa holds a Bachelor's Degree from Virginia Polytechnic Institute & State University and a Master's Degree from Old Dominion University. She is a Chartered Retirement Planning Counselor (CRPC). Since moving to the Richmond area in 2016, Lisa has volunteered with the Ronald McDonald House Charity, RACC Shelter, and The Doorways Young Professionals Council. Outside of work, she enjoys baseball, golfing, music, reading, swimming, watching movies, yoga, and spending time with her family and pets.

Stephen Fisher is a CFP® and ChFC® with 37 years of industry experience. He is currently affiliated with Cetera and has held roles at firms including Securian Financial Services and Virginia Asset Management. Fisher serves on the boards of Hitting Cancer Below the Belt and Hermitage Country Club, where he contributes to budget review and club oversight, respectively. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, and institutional accounts through a multi-manager platform offering discretionary and non-discretionary portfolio management along with various advisory services.

Douglas Scammell is a financial advisor with Ameriprise in Henrico, VA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Outside of his role at Ameriprise, he owns Benjamin S Page, Inc., where he provides financial advisory services, asset management, and insurance sales. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, delivering tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to provide personalized guidance and emphasizes managed accounts within its product offerings.

Brittany Hale is a CFP® and Series 66-credentialed financial advisor with Edward Jones, where she has worked since 2010, accumulating 15 years of industry experience. She serves clients from Midlothian, VA. Outside of her advisory role, she is the president of Bryler LLC, a real estate business based in Glen Allen, VA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of over 23,000 advisors.

David Whiteside is a CFP® with 13 years of industry experience, currently affiliated with Cetera. He has previously worked at Minnesota Life and Virginia Asset Management. Outside of advisory work, he serves as a football and basketball official for both high school and NCAA games. Cetera Investment Advisers LLC operates a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers diversified portfolio management, financial planning, and access to multiple program platforms and third-party managers.

Griffin Cottrell is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he worked at Ernst & Young in Richmond for two years. His background also includes roles outside the financial sector and education at the University of Virginia. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Robert Leonard III is a CFP®-certified financial advisor with over 31 years of industry experience. He is currently with Cetera and has held positions at Select Brokers LLC and Securian Financial Services, Inc. Leonard is also the owner of Irongate Capital Advisors, LLC, which provides securities, advisory, and insurance services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Karen Jones is a financial advisor with Ameriprise in Mechanicsville, VA, holding Series 63 and Series 66 licenses and having 28 years of industry experience. She has been with Ameriprise and its affiliates since 2009. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Matthew Lang is a financial advisor with Ameriprise Financial Services in Glen Allen, VA, holding a Series 66 designation and five years of industry experience. Prior to joining Ameriprise in 2021, he worked in various roles including positions at UberEats and MassMutual, as well as academic work at Virginia Tech. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendations and ongoing planning advice focused on retirement income, tax-aware withdrawal strategies, and Social Security options.

Karen Cooper is a financial advisor with Edward Jones in Richmond, VA, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she worked at Honeywell and Schneider Electric for a combined total of 27 years. Outside of her advisory role, she has longstanding farmland interests in Stanberry, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering advisory programs with approximately $1.01 trillion in assets under management and a large network of advisors and branch offices nationwide. The firm provides various managed and separately managed account strategies, as well as affiliated mutual funds and tax-efficient services, operating under a fiduciary standard.