John Gaines III is a financial advisor at LPL Enterprise with three years of industry experience. He holds a Series 66 designation and has prior experience with The Prudential Insurance Company of America and Pruco Securities LLC. Gaines also serves in the United States Navy, a role he has held since 2013. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and various affiliated services.

Miranda Bradshaw is Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2026. She has been with Fidelity Investments since 2019, progressing through roles including Financial Consultant, Planning Consultant, Relationship Manager, and Financial Representative. Miranda focuses on building trusted relationships with individuals and families to better understand their financial goals and concerns. She employs a thoughtful and collaborative approach to financial planning that adapts to life's uncertainties. No information about Miranda's education, credentials, personal interests, or community involvement is provided.

Alexander Damm is a financial advisor with Ameriprise in Richmond, VA, holding a CFP® designation and Series 63 and 65 licenses. He has five years of industry experience, including prior roles at Verus Financial Partners and AMJ Financial. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning and tax-aware withdrawal strategies. The firm’s approach combines proprietary research, third-party data, and algorithmic tools to deliver customized recommendations within a defined investment universe that includes affiliated product options.

James Mc Pherson is a financial advisor at Edelman Financial Engines with 15 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial and several Edelman-affiliated entities since 2008. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools to offer diversified portfolios, discretionary management, and a range of retirement and wealth management solutions.

Dean Sadak is a financial advisor at OSAIC with 43 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials and has previously worked at Securities America Advisors, Securities America Inc., and NEXT Financial Group, Inc. Outside of his advisory work, he volunteers as an assistant coach for youth basketball leagues in Bon Air, VA. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. Its investment approach combines model-based asset allocation, portfolio optimization, and a variety of managed account options, supported by extensive tools and third-party managers.

Gabriel Tufaro is a financial advisor at Mass Mutual Investors Services with Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions with MassMutual Life Insurance Company, the Virginia Department of Veteran Services, and the Virginia Military Institute. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning and asset management services using firm-approved software and offers event-driven planning programs such as divorce and estate settlement planning.

Steven White is a financial advisor with LPL Financial in Glen Allen, VA, holding a Series 66 designation and 19 years of industry experience. He previously worked at Edward Jones and Claris Financial, LLC before joining LPL Financial in 2010. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a variety of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supporting its large network of investment adviser representatives.

James Woo is a financial advisor with Ameriprise in Glen Allen, VA, holding Series 63 and Series 65 licenses and possessing 30 years of industry experience. He has been with Ameriprise since 1996, including its predecessor firm, and has ownership interests in a technology business, Youncl Corp. He also serves as Treasurer on the Board of Directors for Waikiki, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that emphasizes dependable income sources and tax-aware withdrawal strategies. The firm's retirement program involves a centralized team that collaborates with advisors to produce written Recommendation Reports based on proprietary research and tools.

Derek McGinthy is a Financial Consultant at Fidelity Investments, where he has been working since 2022. He has held various roles within Fidelity since 2010, including Planning Consultant, Relationship Manager, Financial Representative, Retirement Brokerage Services, and Defined Contributions Specialist. Prior to his time at Fidelity, Derek was a General Supervision Specialist at SunTrust Investment Services and a Personal Banker at Wells Fargo. Throughout his career, Derek has focused on financial planning as a collaborative process, guiding clients toward their life goals by integrating their personal and financial circumstances. His professional experience spans multiple facets of financial services, emphasizing client education and personalized financial guidance. Outside of his professional life, Derek enjoys family activities, fishing, golf, skiing, soccer, and traveling.

David Houck is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise, he spent 22 years at Capital One. Outside of his advisory role, he serves as an elder and clerk on the Board of Directors for Providence Presbytery Church. Ameriprise Financial Services is a large institutional firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides specialized retirement-income planning and written Recommendation Reports. The firm’s approach integrates investment research, third-party data, and algorithmic tools, with an emphasis on dependable income sources and tax-aware withdrawal strategies.

Allen Sleeman is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors. He has held roles within Wells Fargo Clearing and Wells Fargo Advisors Financial Network since 2016. Outside of finance, he is a drummer and mobile audio engineer with activities including recording and mixing music and voiceover performances. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, utilizing Wells Fargo research and tools to develop tailored recommendations delivered through meetings and written summaries.

John Miller III is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes long-term tenures at Prudential Insurance Company of America and Pruco Securities, LLC, along with prior work at Morgan Keegan & Company, LLC. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base that includes individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, third-party asset manager access, and participation in the Model Wealth Portfolios wrap program.

Fernando Velasco is a financial advisor at Ameriprise with Series 66 credentials and four years of industry experience. He has worked at Ameriprise since 2021 and previously spent 15 years at Capital One Financial. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria. The firm provides advisory, brokerage, and insurance solutions through affiliated companies and uses a combination of research, modeling, and tax-efficiency analysis to generate personalized retirement income recommendations.

Anna Grasso is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. She has been with Ameriprise since 2021 and previously focused on homemaking from 2013 to 2021. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendations. The firm operates as a large institutional provider offering a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Andrew Brancaccio is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 designations and has 16 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, third-party asset manager access, and an affiliated insurance agency.

Sheila Freeman is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Her prior roles include positions at Virginia Asset Group, Sonabank, Infinex Investments, and BB&T Investment Services. Freeman is also involved with Ashpark Financial Group, LLC, an entity related to her LPL business activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by a large network of investment adviser representatives.

Corey Nesmith is a financial advisor with Ameriprise in Glen Allen, VA, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise since 2005, including its predecessor Ameriprise Financial Services, Inc. He serves on the boards of the Bon Secours Richmond Health Care Foundation and the Virginia High School League Foundation. Nesmith is also a partner in The Westerre Group, LLC, an entity established to support business operations for his team practice. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research-driven modeling and tax-efficient strategies to deliver personalized recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Thomas Kirby is a financial advisor at LPL Financial with 26 years of industry experience. He holds the Series 66 designation and has worked previously at Hilltop Independent Network, Stifel, B.C. Ziegler and Company, and Morgan Stanley. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jason Stone is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and having 21 years of industry experience. He previously worked at Tower Square Securities, Inc. for five years before joining Cambridge in 2011. Outside of his advisory role, Stone is involved in several business activities, including serving as president of TAG Advisors and GSRC, Inc., as well as leading TAG Charity. Cambridge Investment Research Advisors, Inc. serves a diverse client base that includes individual and institutional investors such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs, operating through a large network of financial professionals and providing access to multiple platforms, third-party advisers, and proprietary model strategies.

Caty Susnock is a financial advisor at LPL Financial with a Series 66 designation and two years of industry experience. Prior to her current role, she worked in various positions including management roles at multiple apartment communities and service industry roles. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive research and technology tools.