Kylisa Harris

Brian Booker is a financial advisor at Prosperity Wealth Management in Port Haywood, VA, with 21 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Northwestern Mutual in various capacities from 2003 to 2019. Booker is also an independent licensed insurance agent. Prosperity Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, and business entities. The firm offers diversified portfolio management, financial plans, and manages held-away accounts through the Pontera Solutions platform, operating a wrap fee program and conducting client educational seminars.

Caitlin Allard is a CFP® with five years of industry experience, currently serving as an advisor at The Wealth Consulting Group. Her prior roles include positions at Sentinel Wealth Management, The Legacy Foundation, Abaco Systems, and S&P Global Market Intelligence. She is a member of the advisory board for the YMCA in Suffolk, VA, where she participates in community outreach efforts. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, corporate and plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process that integrates multiple analytical approaches and offers both direct management and access to third-party programs, with additional services that include fiduciary support and legal-service integration.

Shelton Glaze is a financial advisor at Raymond James Financial with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Tractor Supply Company and Chick-fil-A, as well as academic experience at James Madison University. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored financial plans developed through detailed client interviews and risk profiling.