Dan Joss is a seasoned Financial Life Planning professional. Dan Joss is among a small force of Life Planners, less than 200 in the U.S. and only a few dozen in the mid-Atlantic area. Dan founded Joss Financial in 2015, and now, in 2020, has joined with Katherine Brown to create Joss Brown Wealth Advisors. Their shared vision and faith along with combined talents and experiences will further enhance their clients' Life Plans. Dan excels at asking poignant questions to determine what inspires and motivates his clients. These initial planning sessions will be introspective and challenging. Long-time clients give testimony that one must think deeply in terms of their own personal values and ask questions like: “If you had more time or money, what would you do?” “What do you want to accomplish or attain so you will feel that you’ve had a life well-lived?” “What moves, touches, or inspires you?” Dan’s approach to financial planning: "living what matters" was born of his own life experiences. Originally from S

Robert Turner is a Senior Financial Advisor with Merrill Lynch Wealth Management based in Williamsburg, Virginia. He brings over 25 years of experience in the financial industry, having held positions with firms such as Wachovia Securities, SunTrust Investments, and Truist Advisory Services prior to joining Merrill Lynch. His expertise encompasses a range of client focus areas including college education planning, divorce transition planning, family wealth management, legacy planning, retirement income, portfolio management, and small business strategies. Robert earned a Bachelor of Arts degree in Economics with Academic Distinction from the Virginia Military Institute in 1984. He also holds the designation of Personal Investment Advisor (PIA). Residing in Poquoson, Virginia, Robert has been married for more than 35 years and has three adult children and grandchildren. In his personal time, he enjoys fishing, boating, traveling, and spending time with his family and friends.

Jason Rowe is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been employed since 1996. He holds a Bachelor of Science degree in Business Management from Christopher Newport University and serves as a Senior Portfolio Manager. In this role, Jason manages customized discretionary investment portfolios, utilizing his own Personalized or Defined Strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Jason specializes in creating investment strategies focused on tax minimization, long-term growth, asset preservation, and wealth transfer. His client focus areas include family wealth management strategies, legacy planning, and personal retirement planning. He works to align portfolios with clients' financial objectives through tailored design and implementation. Additionally, Jason holds the Professional Investment Advisor (PIA) designation. Outside of his professional responsibilities, Jason has served on the boards of the Middlesex Family YMCA and the Cedar Point Property Owners Association. His personal interests include baseball, basketball, boating, cooking, genealogy, horseback riding, photography, softball, and traveling.

Elizabeth Jordan is a Senior Financial Advisor with Merrill Lynch Wealth Management. In her role, she provides investment advice and strategies tailored to clients' life goals, risk tolerance, time horizon, and liquidity needs. She assists clients in managing their individual wealth to meet their specific objectives, working collaboratively to create personalized financial strategies. Jordan has been in the financial services industry for over 24 years. She began her career after graduating from Sweet Briar College in 1996, gaining experience in various roles including equity syndicate analysis and capital markets. She has worked with firms such as Andrew Lanyi, Credit Suisse, Lehman Brothers, UBS, and Morgan Stanley before joining Merrill Lynch in 2019. She holds a Bachelor's Degree from Sweet Briar College and the Personal Investment Advisor (PIA) designation. Outside of her professional career, Jordan is active in her community as a sustainer with the Junior League of Hampton Roads and enjoys golfing, reading, and spending time with her family.

Caleb Dorman is a Financial Consultant at Fidelity Investments, where he has been serving since 2025. In this role, he collaborates with clients to create personalized financial plans, meets with them regularly to review these plans, and provides trusted guidance through various financial life-cycles. Prior to his current position, Caleb gained experience as an Investment Consultant at Fidelity Investments from 2022 to 2025, and as a Financial Representative at the same firm from 2021 to 2022. This progression reflects his ongoing commitment to financial consulting within Fidelity Investments.

Bryan Beers is the Senior Resident Director and a Wealth Management Advisor at Merrill Lynch Wealth Management, based in the Williamsburg, VA office. He joined Merrill Lynch in 2009 and previously worked for American Funds. Bryan holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). As a qualified Portfolio Manager, Bryan manages personalized and defined investment strategies on a discretionary basis, utilizing individual stocks and bonds, Merrill model portfolios, and third-party investment options to help clients pursue their financial objectives. His areas of client focus include legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, tax minimization, and retirement income. Bryan earned a bachelor's degree in Mathematics from the University of Mary Washington in Fredericksburg, VA. Bryan lives in Williamsburg, VA, with his wife Beth and their three children: Skyler, Summer, and Wesley. His personal interests include golfing, running, soccer, and swimming.