Richard Lagasse

Michael Cox is a financial advisor with Equity Services, Inc. He holds a Series 66 designation and has three years of industry experience. His prior work includes roles at National Life Group and Apogee Financial Partners, along with service in the Federal Aviation Administration and the U.S. Army Reserve. Outside of advising, he is involved in project development for engineering data centers and electrical systems. Equity Services, Inc. serves individuals, corporations, trusts, estates, charitable organizations, and retirement plans with financial planning, consulting, and asset management services. The firm uses a combination of proprietary and third-party platforms to deliver investment management, offering both discretionary and non-discretionary trading strategies tailored to client profiles.

Joel Marks is a financial advisor with Ameriprise in Madison, VA, holding the ChFC® designation and Series 63 and 66 licenses. He has 48 years of industry experience, including previous roles at Cuna Mutual Group, CUNA Brokerage Services, and Capital One Financial Advisors. Outside of his advisory work, he hosts a radio program focused on financial education and serves occasionally as a pulpit supply minister. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with substantial investable assets, providing detailed written recommendations on income, Social Security, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support its clients through a centralized consulting team, with an emphasis on assets held in Ameriprise Managed Accounts.

Jennifer Mathie is a CFP®-certified financial advisor with Edward Jones, where she has worked since 2013. She holds Series 63 and Series 66 licenses and has 14 years of industry experience. Based in Spotsylvania, VA, she has spent her career with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and offers a range of investment strategies, overlay and tax-efficient services, and affiliated investment products under a fiduciary standard.

George Mitchell III is a CFP®-credentialed financial advisor with Raymond James & Associates, bringing 45 years of industry experience. He has been with Raymond James since 2013. Outside of his advisory role, he serves as a trustee for Mitchell, George H, Jr. Raymond James & Associates provides financial planning and investment consulting services to a broad client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, along with institutional consulting and municipal finance services.

Rhonda Carr is a financial advisor at LPL Financial with 32 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Advisors for seven years. Outside of her advisory role, she owns Laurel Cliff Kennels, a business overseeing dogs, and sells antiques and collectibles as a vendor. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and accommodates both advisory and brokerage needs through its large network of investment adviser representatives.

Kelly Sherman is a CFP®-certified financial advisor with six years of industry experience. She has worked at Edward Jones since 2019, following prior roles in mortgage and real estate. Kelly receives trust dividend income from Bank of Hawaii. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,700 financial advisors. The firm offers a range of managed strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.