Nicholas Stiefel is a financial advisor at OSAIC with eight years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining OSAIC in 2023, he worked at Sagepoint Financial, Inc. and Mass Mutual, as well as at the University of Virginia. OSAIC serves a broad client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services, utilizing a range of asset-allocation tools, third-party money managers, and portfolio management platforms.

Noah Destefano is a financial advisor with LPL Financial who holds a Series 66 credential and has 19 years of industry experience. He has been with LPL Financial since 2013 and also has a role at Averett University since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Joseph Craft is a financial advisor with Edward Jones in Midlothian, VA, holding CFP® and Series 66 credentials and six years of industry experience. He has worked at Edward Jones since 2019 and previously held positions at BB&T, Foresters Financial, Aqua Tots, and Moneyspot. Outside of advisory work, he is involved as a landlord for a residential property in Richmond, VA. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of investment strategies and services, operates under a fiduciary standard, and maintains a large network of advisors and branch offices nationwide.

Wendy Poole is a financial advisor at Ameriprise with seven years of industry experience. She holds the Series 66 designation and has worked at Ameriprise and its affiliated entities since 2017, with prior experience at TFA Associates, LLC. Outside of her advisory role, she is involved in managing a body repair and paint shop, County-Line Collision Center, LLC. Ameriprise is a large institutional firm offering retirement-income planning services primarily for clients with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations tailored to clients’ income needs and asset allocations.

Nicole Frost is a financial advisor with Thrivent Investment Management in Midlothian, VA, holding a Series 66 designation and three years of industry experience. Her prior work includes roles at CarMax, Inc. and Jamberry. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning addressing various financial topics without implementing recommendations, allowing clients to combine planning with managed-account services under a consolidated billing option called WealthPlan.

Robert Schinsky is a financial advisor with Ameriprise in Richmond, VA, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he is a co-owner of Red Gator LLC, which manages his Ameriprise business, and he operates Spotted Hound Inc., an S corporation established for tax-efficient management of his advisor compensation. Ameriprise offers specialized retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to produce customized recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Christopher Weller is a CFP® and ChFC® credentialed financial advisor with seven years of industry experience. He has been with Edward Jones since 2019 and previously worked at West Creek Financial, Sherwin-Williams, and The Country Club of Virginia. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and services through a large network of financial advisors and branch offices nationwide.

Luke Culpepper is a financial advisor at Edward Jones in Midlothian, VA, holding a Series 66 designation. He has experience working at Davenport & Company and Northwestern Mutual, and he has also been engaged in full-time education for several years prior to his advisory roles. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and maintains a large national network of financial advisors and branch offices.

Michael Andrews Jr. is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 23 years of industry experience. His prior roles include positions at Lincoln Financial Securities, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. In addition to his advisory work, he is active as an insurance agent specializing in non-variable insurance products such as whole life, universal life, disability, and long-term care insurance. LPL Financial is a national investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services supported by research and model portfolios.

Richard Adams is a financial advisor with LPL Financial in Richmond, VA, holding the ChFC® and Series 63 designations and bringing 39 years of industry experience. He has worked with Colonial River Investments and Securities America, Inc., and has maintained his own practice since 1976. Adams serves as Vice President and board member of The Bachelor Club of Richmond, a nonprofit organization. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting with access to model portfolios, research, and advanced portfolio management strategies.

Tiffany Khumalo is a Financial Consultant at Fidelity Investments. She has progressed through various roles within the company since 2022, gaining experience as an Investment Consultant, Planning Consultant, Relationship Manager, Investment Solutions Representative, and Customer Relationship Advocate. Her professional focus involves partnering with individuals and families to understand their unique goals, values, and concerns, working collaboratively to develop plans that help them move toward what matters most. Outside of her professional work, Tiffany has interests that include board games, comedy, concerts, music, theater, and traveling.

Brant Lingle is a Series 66-licensed financial advisor with Cetera, based in Midlothian, VA. He has been with Cetera and its affiliated entities since 2026 and has prior experience at SHV Partners and various consulting roles. Outside of his advisory work, he has been involved with nonprofit organizations including the Twilight Wish Foundation and local churches. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base from individuals to institutional accounts. The firm offers a multi-manager platform with diverse investment options and portfolio management strategies across discretionary and non-discretionary programs.

Aaron Syracuse is a financial advisor at Osaic Wealth, Inc. in Midlothian, VA, holding a Series 66 designation. He began his advisory career at Osaic Wealth in 2025 after spending 23 years at Eurofins Professional Scientific Services. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across various asset classes.

Micheal Thomas is a financial advisor at Edward Jones with a Series 66 designation and no prior industry experience. Before joining Edward Jones in 2026, he served 15 years in the United States Marine Corps. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, tax-efficient services, and affiliated investment products through a nationwide network of financial advisors and branch offices.

Carmen Taylor is a financial advisor at Cetera with over 41 years of industry experience. She holds the ChFC® designation as well as Series 63 and Series 65 licenses. Her career includes long tenures at Securian Financial Services, Inc. and Southwestern Life Insurance Company. Outside of her advisory role, Taylor is involved in fixed insurance sales and manages a family-associated property and casualty insurance agency. Cetera Investment Advisers LLC operates as a multi-manager platform serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors, managing over $256 billion in assets.

Debra Marble is a financial advisor with Ameriprise in Midlothian, VA, holding a Series 66 designation and one year of industry experience. Her prior work includes roles at Megastar Financial, UnitedHealthcare, and the Seattle School District. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored recommendations delivered through a centralized consulting team.

Chad Nystrom is a financial advisor with 21 years of experience, currently affiliated with Cetera. He holds a Series 66 credential and has worked with firms including Virginia Asset Management and Select Brokers, LLC. Outside of advisory work, he is also involved in fixed insurance sales and owns family rental properties marketed through VRBO. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving a diverse client base, including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options and access to third-party money managers.

Carter Raymond is a financial advisor with Ameriprise in Midlothian, VA, holding a Series 66 designation and three years of industry experience. Before joining Ameriprise, he worked in various roles including at Murry and Kuhn Dentistry and Lexus of Richmond, and spent 13 years with Chesterfield County Public Schools. Outside of his advisory work, Carter operates the scoreboard for men’s basketball home games at Richard Bland College in Petersburg, VA. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual planning focused on reliable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Samuel Knight is a Certified Financial Planner® (CFP®) with seven years of industry experience. He has worked at Edward Jones since 2018 and previously spent seven years with Chesterfield County Public Schools. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors, offering a range of advisory programs and investment solutions under a fiduciary standard.

William Jiles is a financial advisor with LPL Financial, holding the Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior work includes over a decade at Capitol Securities Management, Inc., and he also operates Jiles Wealth Management, LLC. Additionally, he is involved in teaching activities in Chester, VA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides various advisory programs, retirement plan consulting, and brokerage services, supported by research and model portfolios from multiple sources.