Sara Gochenour is a Series 65 credentialed financial advisor with 13 years of industry experience. She is currently with Salomon and Ludwin, where she has worked since 2026. Her prior experience includes roles at Heritage Wealth Advisors and Nasdaq, Inc., spanning a total of seven years. Salomon and Ludwin serves individuals, high-net-worth households, families, trusts, estates, foundations, small businesses, and qualified retirement plans, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a flexible, actively managed approach using low-cost, tax-efficient ETFs, mutual funds, and individual securities combined with fundamental and technical analysis and a proprietary timing strategy.

Jacob Salomon is a CFP® professional with nine years of industry experience currently serving as a financial advisor at Salomon and Ludwin in Richmond, VA. He has held roles at OSAIC, Triad Advisors, and Wells Fargo Clearing Services, LLC. Outside of his advisory work, Salomon is a co-trustee of an irrevocable life insurance trust and owns an LLC that holds raw land; he also works with an insurance distribution firm to develop new insurance products. Salomon and Ludwin advises individuals, high-net-worth households, families, trusts, estates, foundations, small businesses, and retirement plans, providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs an active management approach utilizing low-cost, tax-efficient ETFs, mutual funds, and individual securities combined with fundamental and technical analysis and a proprietary timing strategy.

David Staples is a CFP® and holds a Series 66 license with 17 years of industry experience. He has worked at Salomon and Ludwin since 2018 and previously spent eight years at Wells Fargo Advisors Financial Network. Salomon and Ludwin advises individuals, families, trusts, estates, foundations, small businesses, and retirement plans, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses a flexible, actively managed approach that incorporates low-cost, tax-efficient ETFs, mutual funds, individual securities, fundamental and technical analysis, and a proprietary TriggerPoint™ timing strategy.

Dalal Salomon is a financial advisor with Salomon and Ludwin in Richmond, VA, holding Series 63 and Series 65 licenses and possessing 44 years of industry experience. Prior to joining Salomon and Ludwin in 2018, she worked at Wells Fargo Advisors Financial Network and Wells Fargo Clearing for a combined 19 years. She serves on the Michigan State University College of Business Wealth Management Committee in a volunteer capacity. Salomon and Ludwin advises individuals, high-net-worth households, families, trusts, estates, foundations, small businesses, and qualified retirement plans, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a flexible, actively managed investment approach that emphasizes low-cost, tax-efficient ETFs, mutual funds, and individual securities combined with fundamental and technical analysis and a proprietary timing strategy.

Daniel Ludwin is a financial advisor at Salomon and Ludwin with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Salomon and Ludwin since 2018, following a nine-year tenure at Wells Fargo Advisors Financial Network. Outside of his advisory role, he serves as a co-trustee for several family and firm-related trusts. Salomon and Ludwin advises individuals, families, trusts, estates, foundations, small businesses, and qualified retirement plans, providing discretionary portfolio management, financial planning, and retirement consulting. The firm employs a flexible, actively managed approach focused on low-cost, tax-efficient ETFs, mutual funds, and individual securities, incorporating fundamental and technical analysis alongside a proprietary timing strategy.

Allison Gregory is a financial advisor at Salomon and Ludwin with 15 years of industry experience. She holds a Series 66 designation and has previously worked at Truist Bank and Wells Fargo Bank. Salomon and Ludwin serves individuals, high-net-worth households, families, trusts, estates, foundations, small businesses, and employer-sponsored retirement plans, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a flexible, actively managed investment approach that incorporates low-cost, tax-efficient ETFs, mutual funds, individual securities, and a proprietary timing strategy called TriggerPoint™.