William Fisher is a Series 66-licensed financial advisor with Cetera, based in Midlothian, VA. He has been with Cetera and its affiliated entities since 2026 and has prior experience in education and community organizations, including roles at Virginia Tech and local schools. 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 a range of portfolio management and financial planning services, supported by a large national network of over 10,000 advisors and more than $256 billion in assets under management.

Melody Bourne Jackson is a financial advisor with Wells Fargo Clearing in Richmond, VA, holding Series 63 and Series 66 credentials and 19 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wachovia Bank, N.A. since 2007. Outside of her advisory role, she is a notary public and owns two small businesses: a carpentry company and an online resale store. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Beverly Guthrie is a financial advisor with Wells Fargo Clearing in Richmond, VA, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting, supported by research from Wells Fargo Investment Institute and emphasizing diversification and modern portfolio theory.

James Werner is a financial advisor at UBS Financial Services in Richmond, VA, holding a Series 66 designation. He has experience across several roles, including positions at Booz Allen Hamilton and Hampden Sydney College, prior to his current advisory role. UBS Financial Services serves individual, corporate, and institutional clients by providing brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, offering a broad range of financial solutions.

Diana Briegel is a financial advisor with Cetera, holding a Series 66 designation and 20 years of industry experience. She has worked at Virginia Asset Management since 2010, providing operational support, and has been with Cetera and Cetera Wealth Services, LLC since 2023. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts through a nationwide network of over 10,000 independent advisors. The firm offers a multi-manager platform with various portfolio management options ranging from automated allocations to bespoke strategies.

Christopher Cox is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 16 years of industry experience. He has worked with Ameriprise since 2012, following two years at Merrill. Outside of his advisory role, he is involved in fiduciary activities and serves as an executor. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides clients with written recommendations and annual retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Matthew Puccinelli is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at Lincoln Financial Securities Corporation for 12 years and has been involved with multiple financial and insurance-related businesses since 1993, including serving as president of Chartered Financial Planning Associates. Outside of advisory services, he manages insurance offerings and accounting services through his affiliated firms. OSAIC serves a broad range of clients including individuals, high-net-worth investors, corporations, pension plans, and charitable organizations. The firm provides integrated brokerage and advisory services, employing various asset-allocation tools and third-party platforms to manage portfolios with diverse investment options.

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 Midlothian, VA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked in various roles including at Wawa Food Market and Chipotle Mexican Grill. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports its advisory services with a nationwide network of more than 23,000 financial advisors.

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 the Series 63, Series 65, and Series 66 credentials and has worked previously at Wells Fargo, Raymond James Financial Services, Stephens, and Scott & Stringfellow. Brand serves as a board member of the Rivergate Homeowner's Association, a nonprofit organization in Richmond, VA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Apryl Halstead is a financial advisor with Wells Fargo Clearing in Richmond, VA, holding Series 63 and Series 66 credentials and 14 years of industry experience. She has been with Wells Fargo Clearing for 10 years. 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, which discusses women’s issues in the financial industry. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs a large team of financial advisors, offering both brokerage and advisory solutions supported by research and diversification-based investment evaluation.

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.