Ryan Heltemes is Vice President and Branch Leader at Fidelity Investments, where he currently leads a team dedicated to wealth planning and helping clients achieve their financial goals. He emphasizes fostering a team environment focused on ethical service and continuous personal development. Ryan's career in financial services began in 2015 at Charles Schwab, where he worked as a Financial Services Professional and later as a High Net Worth Specialist. He joined Fidelity Investments in 2016, holding roles including Investment Consultant, Financial Consultant, Vice President and Financial Consultant, Assistant Branch Leader, and ultimately Vice President and Branch Leader. Throughout his tenure, Ryan has accumulated extensive experience in wealth planning and financial consulting. Additional details on his education, credentials, personal interests, or community involvement have not been provided.

Mary Ashby is a financial advisor with Primerica Advisors in Ashland, VA, holding Series 63 and Series 65 credentials and 29 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 1997. Outside of her advisory role, she owns Your Money GPS, LLC, a business formed to support her Primerica activities. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates on a large scale with thousands of advisors and offices, delivering model-driven investment strategies supported by third-party managers and custodians.

Robin Colton is a financial advisor at LPL Financial with 26 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 18 years and spent two years at Private Client Services before joining LPL Financial in 2025. He holds the Series 66 designation. 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 financial planning and investment management services, including access to model portfolios, third-party asset managers, and institutional platforms.

Joshua Haddad is a financial advisor at Thrivent Investment Management with seven years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2019 and previously worked at Liberty University from 2016 to 2019. Outside of his advisory role, Haddad is involved in a housing project that provides below-market rental properties to church staff and students. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary portfolio management.

Kyle Geblein is a financial advisor with Ameriprise in Richmond, VA, holding a Series 66 credential and seven years of industry experience. He has worked at Ameriprise since 2019 and previously held roles at Capitol Securities Management, Keiter CPA, Middletown Valley Bank, and Randolph-Macon College. Geblein serves as Treasurer on the Board of Directors for Phi Alpha Housing Corporation and is Membership Chair for the Financial Planning Association’s Central Virginia Chapter. Ameriprise provides retirement-income planning services aimed at individuals near or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Nelson Fisher is a Financial Consultant at Fidelity Investments, where he partners with clients to develop and implement personalized financial plans and clear investment strategies tailored to their unique goals. He has been with Fidelity Investments since 2022, progressing through roles including Investment Consultant, Relationship Manager, and High Net Worth Associate before assuming his current position in 2025. Prior to joining Fidelity, Nelson worked as a Client Service Associate at Davenport and Company LLC from 2017 to 2022. His professional experience spans client service and investment consulting within the financial services industry. Outside of his professional work, Nelson enjoys spending time at the beach, engaging in family activities, playing golf, and traveling.

Ian Coleman is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Truist Advisory Services, SunTrust Investment Services, LPL Financial, and Morgan Stanley. Cambridge Investment Research Advisors serves a diverse client base, including individual investors, pension funds, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a network of thousands of financial professionals. The firm utilizes multiple platforms and custodians and manages proprietary model strategies under the Founders Gate Capital brand.

Peter Marotta is a financial advisor with Ameriprise in Richmond, VA, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement who meet specific asset criteria. The firm combines research and modeling with tax-efficient strategies to deliver written, non-discretionary recommendation reports through a centralized consulting team, supporting advisors like Marotta in serving clients with substantial investable assets.

Austin Offnick is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Before joining LPL Financial in 2025, he held various roles in healthcare and academic institutions, including positions at Atrium Health Wake Forest Baptist and Wake Forest University School of Medicine. He is currently pursuing additional licenses to become a registered representative. 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 access to institutional platforms, supported by technology and a broad spectrum of financial activities.

Jamie Mattioli is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 15 years of industry experience. Prior to joining Cambridge in 2021, Jamie worked at Northwestern Mutual and Wells Fargo. Jamie serves as a board member and volunteer for Heart Havens, a nonprofit organization. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management through various platforms and offers proprietary model strategies under the Founders Gate Capital brand.

Joy Banner Chatburn is a financial advisor at Raymond James Financial with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo Advisors and Atlantic Union Bank. Outside of her advisory role, she is involved as a client assistant at Atlantic Union Bank and Atlantic Union Financial Consultants, LLC. 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 offers tailored, non-discretionary planning supported by advanced analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Taylor Campbell is a Branch Leader at Fidelity Investments, where they lead a team dedicated to wealth planning and helping clients work towards their financial goals. In this role, Taylor focuses on empowering their team to reach their full potential to better serve clients. Taylor has held several positions within Fidelity Investments since 2021, including Financial Consultant, Investment Consultant, and Planning Consultant. Prior to joining Fidelity, Taylor gained experience as an Operations Specialist at Virginia Asset Management and as a Financial Services Representative at MassMutual. Outside of their professional work, Taylor has interests in beach activities, fitness, food, outdoor adventures, parenthood, and traveling.

Ivan Mattox Sr. is a financial advisor with MassMutual Investors Services and holds the Series 66 designation. He has 23 years of industry experience, with prior roles at Wells Fargo Clearing Services, OneAmerica Securities, and other firms. In addition to his advisory work, he serves as president and owner of Mattox Contracting Inc., a general contracting business. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational programs using firm-approved analytical tools and collaborative client relationships.

Gerardo Serrano is a Series 66-registered financial advisor with Fidelity in Glen Allen, VA, possessing two years of industry experience. His prior work includes roles at Atlantic Union Bank and Wells Fargo. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that may include mutual funds, ETFs, and ETPs.

Michael Tuteral is a financial advisor at Edelman Financial Engines with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Financial Engines Advisors L.L.C., Edelman Financial Services, LLC, and Vectors Research Management, LLC. He is based in Henrico, Virginia. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner-led delivery and online tools, offering diversified portfolios, periodic rebalancing, and a long-term investment approach.

James Snell is a financial advisor with Mass Mutual Investors Services in Glen Allen, VA, holding Series 63 and Series 66 credentials and 27 years of industry experience. His prior work includes roles at Wells Fargo Advisors, Truist Investment Services, and Geico. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s planning engagements are annual, collaborative processes that use firm-approved software to analyze goals and provide written recommendations, with optional implementation through separate brokerage or insurance arrangements.

Mark Macinnis is a financial advisor with Mass Mutual Investors Services in Glen Allen, VA, holding Series 63 and Series 65 credentials and 24 years of industry experience. He previously worked at MetLife Securities Inc. and MassMutual Life Insurance Company. Outside of his advisory role, he is the head wrestling coach at Midlothian High School. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning, asset management, and educational services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers structured, collaborative financial planning engagements using firm-approved analytical tools, with implementation of recommendations facilitated through separate brokerage or insurance arrangements.

Patrick Dauer is a financial advisor at LPL Enterprise with 22 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Prudential Insurance Company of America since 2004. Dauer was also affiliated with Pruco Securities, LLC from 2004 to 2024. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities. The firm offers financial planning, access to third-party asset managers, and model-driven investment implementation through a network of investment adviser representatives.

Karen Redding is an investment advisor representative with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. She has eight years of industry experience, including prior roles at Avantax Advisory Services and Avantax Investment Services. Outside of her advisory work, she owns and operates Karen Redding LLC, which provides tax services through Liberty Tax Service. Cambridge Investment Research Advisors serves a diverse client base that includes individual, institutional, pension, and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and various investment platforms.

Marcel Morin is a financial advisor with LPL Financial in Glen Allen, VA, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked at multiple firms, including Kestra Financial Services and Questar Asset Management. 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 portfolios, third-party asset management, and institutional platforms.