David De La Ree Valencia is a financial advisor with Ameriprise in Richmond, VA, holding a Series 66 designation and six years of industry experience. He has been with Ameriprise since 2018 and has previous experience outside finance, including roles in the hospitality and construction sectors. Outside of his advisory work, he occasionally performs as a DJ at local venues. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets. The firm provides a range of advisory, brokerage, and insurance solutions and employs a centralized retirement-income consulting team that delivers tailored, non-discretionary recommendations supported by research and modeling.

Kenneth Kapinskis is a financial advisor with Osaic Wealth Inc., holding Series 63 and Series 65 designations and bringing 21 years of industry experience. He worked at Signator Investors Inc. from 2004 to 2018 before joining Osaic in 2018. Kapinskis serves as a council member for St. Edwards Catholic Church, advising on the church’s investment performance and distribution strategies. OSAIC Wealth Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a broad network of affiliated advisors and platforms. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk tolerance, and a wide range of investment options including managed accounts and third-party solutions.

Robert Glownia is a financial advisor with LPL Financial in Richmond, VA, holding the CFP® and CFA® designations and possessing 16 years of industry experience. His prior roles include over a decade at ALPS Distributors, Inc. and multiple positions at RiverFront Investment Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofits through a national network of advisers. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, with access to model portfolios and research from multiple sources.

Edrees Sidiqi is a financial advisor with Wells Fargo Clearing in Richmond, VA, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at Wells Fargo Bank and various technology and delivery companies. Outside of advising, he works as a delivery driver for Uber and Grubhub. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Darrell Little is a financial advisor with Wells Fargo Clearing in Richmond, VA, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. His prior roles include positions at SunTrust Advisory Services and Suntrust Investment Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm combines research from Wells Fargo Investment Institute and third-party databases to evaluate investment options, and it offers both brokerage and advisory solutions.

Justin Martin is a financial advisor with Ameriprise in Powhatan, VA, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliate since 2002. Outside of his advisory role, Martin serves on the board of directors for the nonprofit organization Together for Tanzania and owns a financial planning business called Prestige Planning. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet certain asset thresholds, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to generate tailored retirement-income recommendations.

Melody Bourne Jackson is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC and ongoing affiliation with Wachovia Bank, N.A. Outside of her advisory role, she is a notary and co-owns a carpentry business, Jackson and Son, LLC, as well as an online resale store, Borne Too Love, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Beverly Guthrie is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 34 years of industry experience. She has worked at Wells Fargo Clearing since 2016, following seven years with Wells Fargo Advisors LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources to support its investment approach.

James Werner is a financial advisor at UBS Financial Services in Richmond, VA, holding a Series 66 designation. He has experience across several roles, including positions at Booz Allen Hamilton and Hampden Sydney College, prior to his current advisory role. UBS Financial Services serves individual, corporate, and institutional clients by providing brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, offering a broad range of financial solutions.

Diana Briegel is a financial advisor with Cetera, holding a Series 66 designation and 20 years of industry experience. She has worked at Virginia Asset Management since 2010, providing operational support, and has been with Cetera and Cetera Wealth Services, LLC since 2023. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts through a nationwide network of over 10,000 independent advisors. The firm offers a multi-manager platform with various portfolio management options ranging from automated allocations to bespoke strategies.

Matthew Puccinelli is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Lincoln Financial Securities Corporation for 12 years. Outside of his advisory role, he is president of Chartered Financial Planning Associates, Ltd., where he oversees the offering of disability, health, and life insurance products. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, employing asset-allocation tools and multiple advisory platforms to construct portfolios that may include a variety of asset types, managed on discretionary or non-discretionary bases.

Jay Moore is a Senior Financial Advisor at Merrill Lynch Wealth Management. He leads a team of internal specialists providing in-depth analysis and tactical guidance in areas such as investment management, trust and estate planning, credit and banking, wealth structuring, and philanthropy. Jay's client base includes owners of closely-held businesses, entrepreneurs, senior executives, and professionals in the entertainment industry. Jay holds a Bachelor of Science in Business Administration with a concentration in Marketing from The Ohio State University. He is a Personal Investment Advisor (PIA) and an alumnus of Pi Sigma Epsilon - Gamma Nu Chapter at The Ohio State University. He has received the Founders Award and the Top Sales Award during his career. In his approach, Jay emphasizes clear communication by simplifying complex financial concepts and focusing on long-term planning, including the use of debt, generational wealth transfer, and insurance analysis. Outside of his professional life, Jay has personal interests in boating, music, and writing.

Jacob Charlwood is a financial advisor with OSAIC in Richmond, VA, holding a Series 66 designation and 10 years of industry experience. He previously worked at Signator Investors/JHFN and has been affiliated with Wegmans since 2009. Outside of his advisory role, he provides financial advice focused on life insurance, disability income coverage, and long-term care through his work with Capitol Financial Solutions. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients, offering integrated brokerage and investment advisory services. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing across a range of investment options, supporting both discretionary and non-discretionary account management.

Amanda Crawley is a CFP®-certified financial advisor with nine years of industry experience. She is currently with Raymond James Financial Services Advisors, Inc., where she has worked since 2023, having previously held roles at Steward Partners and Merrill. Outside of advising, she serves as a notary. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning using analytical tools to support client goals and maintains unique municipal advisory affiliations.

Michael Velasquez is a financial advisor at Edward Jones in Powhatan, VA. He holds the Series 66 designation and began his advisory career with Edward Jones in 2025. Prior to entering the financial industry, he worked in various roles in the food service and retail sectors. 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 under a fiduciary standard, supported by a large network of financial advisors and branch offices across the United States.

David Stables IV is a financial advisor with Equitable Advisors in Richmond, VA, holding a Series 66 designation and 17 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 2009. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm employs a range of advisory models, including third-party sponsored programs and discretionary management, covering mutual funds, ETFs, separately managed accounts, and select alternatives.

Robert Barnes IV is a financial advisor at Raymond James & Associates with a Series 66 designation. He began his advisory career in 2025 and has prior experience working in various roles outside the financial industry, including positions at Yeti Coolers and Junk Goats Junk Removal. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional investors, and municipal entities, providing financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Alexander Brand is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Wells Fargo Clearing Services, Wells Fargo Bank, and Raymond James Financial Services. Brand serves as a non-profit board member for the Rivergate Homeowner's Association in Richmond, VA. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a broad range of advisory programs, financial planning, and brokerage services utilizing model portfolios, third-party research, and a variety of investment strategies.

Apryl Halstead is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 13 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors, LLC from 2012 to 2016. Outside of her advisory role, she is an author of a cookbook titled *Nothing Leftover* and participates as a committee member in The W Source BNI Group, focusing on women’s issues in the financial industry. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and based on modern portfolio theory, with a notable range of financial products including insurance-related vehicles and bank deposit sweep options.

Scott Reisenweaver is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and possessing 32 years of industry experience. His career includes roles at First Allied Advisory Services and Cetera dating back to 2011. Reisenweaver is also involved in insurance-related independent contracting and owns Reisenweaver Wealth Management. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services, utilizing both affiliated and third-party managers within various program structures.