Christopher Farver is a Series 66-licensed financial advisor with 19 years of industry experience. He is the principal of MacroEdge Capital, LLC, an independent firm he has led since 2026. His prior experience includes roles at Triad Advisors, Inc., Claris Financial, LPL Financial, and Ameriprise. In addition to his advisory work, Farver is a licensed insurance agent. MacroEdge Capital, LLC provides discretionary portfolio management to individuals, high net worth clients, and business entities. The firm uses a macroeconomic approach combined with fundamental and technical analysis to manage ETF, stock, and fixed income allocations aligned with clients’ risk tolerance and time horizon.

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.

Holly Sharp is a financial advisor at Prospera Financial Services, Inc. with 22 years of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial, Wealthcare Capital Management, Capitol Securities Management, and Merrill. Sharp provides administrative support to Wealthcare Advisory Partners, an independent investment advisor firm. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities through a range of financial planning and portfolio management services, utilizing multiple advisory programs and third-party platforms.

Patrick Finch is a Series 66 licensed financial advisor with nine years of industry experience. He currently works at PNC Wealth Management and has previously held roles at Truist Advisory Services, Truist Investment Services, BB&T Securities, and local government positions in Richmond City and Henrico County. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees. The firm uses algorithm-driven risk assessments and implements portfolios via approved strategies with mutual funds and ETFs, delegating execution and proxy voting to third parties.

Melinda Lassiter is a financial advisor at Principal Financial Services with 24 years of industry experience. She holds Series 63 and Series 65 designations and has been affiliated with Principal Life Insurance Company and Princor Financial Services Corporation since 2001. Lassiter is also a designated bank officer supporting Principal retirement plan account relationships across insurance, broker-dealer, and bank/trust offerings. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

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 licenses and has previously worked at Wells Fargo Clearing and First Clearing. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations, providing investment management, financial and tax planning, and retirement-plan consulting through both advisory and brokerage services.

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 with Raymond James Financial Services Advisors, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Stifel Independent Advisors. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, pension plans, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

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 two years of industry experience. He holds a Series 66 designation and previously spent five years with Green Spring Valley Hounds and five years with Deep Run Hunt Club. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

William King Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with LPL Financial since 2003. His additional activities include serving as a notary public and managing a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Laura Goodman is a financial advisor at Fidelity with 21 years of industry experience. She holds a Series 66 designation and has previously worked at Cambridge Investment Research Advisors and Joyner, Kirkham, Keel & Robertson, P.C. Outside of her advisory role, she is also a songwriter and may receive royalties from her work. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across various fund structures.

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 at LPL Financial with 14 years of industry experience. He holds the Series 66 designation and has been with LPL Financial since 2011. Outside of his advisory role, he is a licensed real estate agent affiliated with Keller Williams Realty and Dalton Realty and also sells fixed life insurance and fixed annuities. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

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 an arbitrator for FINRA since 2012. Outside of her advisory work, she owns an online luxury resale and consignment business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm provides financial planning and consulting services to a diverse client base, including individuals, institutions, and municipal entities, offering a range of portfolio management styles and municipal advisory services.