Christopher Farver is the principal advisor at MacroEdge Capital, LLC, an independent registered investment adviser. He holds the Series 66 designation and has 19 years of industry experience, including roles at Triad Advisors, Inc., Claris Financial, and LPL Financial. He is also a licensed insurance agent and offers insurance products in addition to his advisory services. MacroEdge Capital, LLC provides discretionary portfolio management to individuals, high net worth clients, and business entities. The firm uses a macroeconomic approach to asset allocation across ETFs, stocks, and fixed income, combining fundamental and technical analysis to manage portfolios tailored to clients’ risk tolerance and investment horizons.

James Donlin is a financial advisor with East West Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His career includes roles at Marriott Securities, Capitol Securities Management, and Oyster Consulting, where he provides audit, compliance, and management consulting to financial services firms. Donlin also serves as a director for Love Like That, Inc., a non-profit marriage ministry offering counseling services. East West Investment Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, small businesses, and charitable organizations. The firm offers a firm-sponsored wrap fee program and employs a discretionary portfolio management approach that incorporates fundamental and technical analysis along with economic, political, and geopolitical considerations.

Patrick Finch is a financial advisor with PNC Wealth Management in Mechanicsville, VA, holding a Series 66 designation and eight years of industry experience. His prior experience includes roles at Truist Advisory Services, BB&T Securities, and public sector positions with Richmond City and Henrico County. PNC Wealth Management offers retail brokerage and advisory services through model-based investment programs, including a proprietary digital discretionary model account available by invitation to PNC Bank employees. The firm utilizes algorithm-driven portfolio strategies implemented with mutual funds and ETFs, with third-party delegation for portfolio execution and proxy voting.

Melinda Lassiter is a financial advisor with Principal Financial Services, holding Series 65 and Series 63 licenses and bringing 24 years of industry experience. She has been with Principal Life Insurance Company and Princor Financial Services Corporation since 2001. Lassiter also serves as a bank officer for Principal Bank and Principal Trust Company, supporting retirement plan account relationships across insurance, broker-dealer, and trust offerings. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individual investors, retirement plans, trusts, and corporations. The firm offers direct advisory programs, financial planning, and access to third-party money managers through various advisory and promoter arrangements.

David Evans is a financial advisor at Integrity Alliance, LLC, holding a Series 65 designation. He has been with Integrity Alliance since 2026 and has 18 years of experience in the insurance industry through Evans Insurance. He also owns Evans Advisory Group, which operates as the securities arm of his practice, keeping his investment and insurance services separate. Integrity Alliance, LLC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisors. The firm offers a range of investment management and consulting services, utilizing both advisor-managed and model-based portfolios with various asset allocation strategies.

Lisa Braden is a financial advisor at &PARTNERS with 28 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Wells Fargo Clearing, WELLS FARGO Advisors, LLC, and First Clearing. Outside of her advisory role, she co-owns and manages a rental property with her spouse. &PARTNERS serves a broad mix of individual and institutional clients, offering both investment advisory and brokerage services along with financial planning, ERISA consulting, retirement plan management, and investment banking. The firm employs a mix of proprietary and third-party investment strategies and operates as both a registered investment adviser and a broker-dealer.

Michael Martin is a financial advisor at Principal Financial Services with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Northwestern Mutual and Principal in various capacities. In addition to his advisory role, he is involved in writing multiple lines of insurance, including group and individual life, health, disability, long-term care, annuities, medical, and dental products. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm’s services include financial planning, retirement plan consulting, and access to third-party money manager programs through various advisory arrangements.

Virginia Mohn is a CFP® certificant and Series 66 registered advisor with Edward Jones in Mechanicsville, VA. She has eight years of industry experience, including two years at KPMG LLP before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors, offering a range of discretionary and non-discretionary investment solutions alongside affiliated mutual funds and a proprietary money market fund.

Bassam Fahel is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he manages the operation of Tanyard Vines, a vineyard business, and serves as treasurer on the board of directors for Aylett Bible Fellowship. Ameriprise is an institutional firm that offers a retirement-income planning service focused on individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Samantha Adkins is a financial advisor at Fidelity with seven years of industry experience. She holds the Series 66 designation and has worked at Fidelity Brokerage Services LLC since 2020, with prior roles at Financial Dynamics & Associates, Morgan Stanley Private Bank, N.A., and Wells Fargo. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment funds. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, overseeing model portfolios built from mutual funds, ETFs, and ETPs.

Theodore Desautels is a financial advisor at Raymond James Financial with 16 years of industry experience. He previously worked at Wells Fargo Advisors for 12 years and Stifel Independent Advisors for 3 years. He holds a Series 66 designation. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension and profit-sharing plans, charitable organizations, corporations, and state and municipal entities. The firm provides financial planning and non-discretionary investment consulting, frequently operating in an advisory and implementation-support role rather than as a delegated manager.

Catherine Snyder is a financial advisor at Edward Jones with two years of industry experience. She holds the Series 66 designation and has previously worked at Bates Group, LLC and Monex, Inc. 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, supported by a large network of financial advisors and branch offices.

Jack Snyder III is a financial advisor at Edward Jones with six years of industry experience. Prior to joining Edward Jones in 2020, he served five years in the United States Army. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of financial needs. The firm manages approximately $1.01 trillion in assets with a network of over 23,700 advisors, offering various advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Brian Groves is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation. Prior to his current role, he was involved with Green Spring Valley Hounds and Deep Run Hunt Club for a total of ten years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and affiliated investment products through a nationwide network of financial advisors and branch offices.

William King Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with LPL Financial since 2003. Additionally, he is a Notary Public, providing notary services for client documents. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management and supporting diversified strategies through internal and third-party research.

Laura Goodman is a financial advisor at Fidelity with 20 years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Cambridge Investment Research Advisors and Joyner, Kirkham, Keel & Robertson, P.C. Outside of financial services, she is a songwriter affiliated with ASCAP and may receive royalties from her written music. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs.

Ronald Shibley is a financial advisor with OSAIC who holds Series 63 and Series 65 licenses and has 34 years of industry experience. He has previously worked at Securities America Advisors, Inc. and Investacorp Advisory Services. Outside of his advisory work, he is an ordained Anglican clergyman and author of 13 religious-themed books published through KDP Publishing, with royalties donated to his church. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services along with various managed account solutions. The firm employs advanced portfolio construction tools and supports multiple third-party platforms, operating within a complex corporate structure marked by numerous mergers and private-equity ownership.

Lindsey Johnson is a financial advisor at Ameriprise with six years of industry experience. She holds the Series 66 designation and has previously worked for the Virginia State Corporation Commission and Virginia Polytechnic Institute and State University. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Steven Mohn is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and has previously worked at Philips and Encompass Health. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Jerome Newbill Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. He has been with LPL Financial since 2011. In addition to his advisory role, he is also a licensed real estate agent affiliated with Keller Williams Realty and Dalton Realty, and he sells fixed life insurance and fixed annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Alison Lewis is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She previously worked at Davenport & Company LLC for seven years and has served as a FINRA arbitrator since 2012. Outside of her advisory role, she owns an online consignment business called ALL-In Luxury Resale & Consignment. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and delivers institutional consulting via its Institutional Fiduciary Solutions division.