Roger Kasch is a financial advisor at Ameriprise with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameriprise and its affiliated entities since 2005. Kasch is a co-owner of Kasch, Levitch, McAleer & Associates and serves on the board of The Rita Patricia Ball Foundation. Ameriprise provides retirement-income planning services primarily for clients with significant 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.

Leonard Levitch is a financial advisor at Ameriprise with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameriprise and its affiliated firms since 2005. Outside of his advisory role, he operates a financial planning practice through LDL, LLC. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Dean Hardy is a financial advisor at Mass Mutual Investors Services with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with MML Investors Services, Inc. and Mass Mutual since 1999. Hardy is a partner in Hardy Disavino LLC, through which he manages business expenses. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved software and structured annual planning engagements.

Jessica Hamby is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and 14 years of industry experience. Her prior roles include positions at Capitol Securities Management, Hilltop Securities Independent Network, and Oyster Consulting LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofits through a large national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management and incorporating research from various sources.

Kyle Macdonald is a Series 66-licensed financial advisor at Fidelity with two years of industry experience. Prior to joining Fidelity, he worked at Merrimack Valley Credit Union and has experience outside finance including roles at Dunkin Donuts. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base and manages model portfolios through systematic methodologies and oversight of affiliated and unaffiliated sub-advisers.

Carl Dickson Jr. is a financial advisor with LPL Financial who holds Series 63 and Series 65 credentials and has 30 years of industry experience. He has worked at LPL Financial since 2013 and previously was associated with Claris Financial, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by proprietary and third-party research.

Matthew Freeman is a financial advisor with LPL Financial in Glen Allen, VA, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at Cetera, Prudential Insurance Company of America, and Massachusetts Mutual Life Insurance Company. He maintains an ongoing role in non-variable property and casualty insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base, including individuals, retirement plans, and institutions. The firm offers a range of advisory programs and financial planning services supported by comprehensive research and technology solutions.

Virginia Graves is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, she has held roles at several firms including IZEA and Group 22, and has a background that includes work during college and time at Roanoke College. Strategic Advisers LLC, a Fidelity Investments company where she is employed, provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and oversee fund advisory duties.

Joshua Haist is a financial advisor at Charles Schwab with nine years of industry experience. He holds a Series 66 designation and has been with Charles Schwab and its affiliated bank since 2016. Prior to his career in finance, he spent seven years working at J&J Winery. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational infrastructure.

Allison Boyd is a financial advisor at Edelman Financial Engines with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has been with affiliated firms since 2009, including Financial Engines Advisors L.L.C. and Edelman Financial Services, LLC. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, providing diversified, long-term oriented portfolios and a range of management options.

Timothy Crytzer is a financial advisor at LPL Financial with 26 years of industry experience. He previously worked for 13 years at Capitol Securities Management before joining LPL Financial in 2024. He holds the Series 63 and Series 66 designations. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing discretionary and non-discretionary management, model portfolios, and research from multiple sources.

Emmett Corboy is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 16 years of industry experience. He has worked at Cetera and its affiliated entities since 2019 and previously held roles at Foresters Financial Services and VACE. Outside of his advisory work, he serves as a volunteer on the board of directors for Rise Richmond. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services utilizing both discretionary and non-discretionary strategies across multiple program platforms.

John Tekavec is a financial advisor with Raymond James Financial Services with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Atlantic Union Bank since 2019, while also maintaining a role at Raymond James since 2010. In addition to his advisory work, he is involved with Atlantic Union Financial Consultants, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with specialized municipal and public finance services and innovative advisory programs.

Timothy Thompson is a financial advisor with Osaic Wealth, Inc. in Glen Allen, VA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Old Dominion Asset Management, Inc. since 1995 and held positions at LPL Financial and H. Beck, Inc. He also operates as an independent insurance agent specializing in life, disability, and long-term care insurance. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage, advisory, and financial planning services. The firm employs asset-allocation tools, efficient-frontier analysis, and third-party money managers to construct diversified portfolios for various client types.

Matthew Jannone is a Financial Consultant currently working at Fidelity Investments. In his role, he collaborates with clients to develop financial plans and investment strategies tailored to their specific goals, wants, and needs. Matthew has experience in various financial consulting roles, including positions as an Investment Consultant and Planning Consultant at Fidelity Investments, as well as a Financial Consultant and Client Service Specialist at TD Ameritrade. His professional background spans from 2017 to the present, demonstrating progressive experience in the financial services industry.

Jason Brooks is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63, 65, and 66 licenses and has 17 years of industry experience. His prior work includes roles at Wells Fargo Advisors LLC and First Clearing, LLC. Brooks also serves as a Practice Support Manager for Atlantic Union Financial Consultants, LLC, a role outside of his advisory duties. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains notable capabilities in municipal advisory and specialized retirement plan consulting.

Benjamin Page is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Page serves on the board of directors for the Springfield Commons Business Owners Association. Ameriprise is an institutional firm that offers a retirement-income planning service tailored to individuals approaching or in retirement, with a focus on clients meeting specific asset thresholds. The firm provides a range of advisory, brokerage, and insurance solutions, utilizing algorithmic tools and research to generate personalized retirement income recommendations.

Jean Darcy is a financial advisor with Mass Mutual Investors Services in Glen Allen, VA, holding Series 63 and Series 65 licenses and possessing 43 years of industry experience. He has been with MML Investors Services and its affiliated entities since 1996. In addition to his advisory role, he is involved in outside insurance sales as an insurance broker specializing in life, health, and fixed annuities. 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 offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Cheryl Pearson is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Ameriprise and its affiliated entities since 2011. Outside of her advisory role, she is involved with The Grove Foundation, a nonprofit organization supporting a soccer club where she manages various operational and game-day activities. Ameriprise is an institutional firm offering a retirement-income planning service geared toward clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Adam Donohoe is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at MML Investors Services, LLC since 2018 and Mass Mutual Life Insurance Company since 2016. Outside his primary role, he provides financial planning services through Legacy Partners LLC, focusing on retirement, insurance, and investment planning. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, emphasizing collaborative annual engagements and the use of analytical tools to develop client recommendations.