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 with Ameriprise in Glen Allen, VA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is president of LDL, LLC, through which he operates a financial planning practice. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written recommendation reports and ongoing annual advice focused on dependable income and tax-aware withdrawal strategies.

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 at LPL Financial with 14 years of industry experience. She holds the Series 63, Series 66, and Series 65 licenses. Her prior roles include positions at Capitol Securities Management, Hilltop Securities Independent Network Inc., and Oyster Consulting LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to various portfolio management strategies, supported by technology tools for operational and research purposes.

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, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior roles include positions at UBS Financial Services, Ameriprise, and Legg Mason Wood Walker. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and technology tools.

Matthew Freeman is a financial advisor with LPL Financial in Glen Allen, VA, holding Series 65 and Series 63 licenses and has 14 years of industry experience. His prior work includes roles at Cetera, Prudential Insurance Company of America, and Massachusetts Mutual Life Insurance Company. He is also licensed as a property and casualty insurance producer. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered primarily through a large network of investment adviser representatives.

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 with Charles Schwab, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at Charles Schwab and Co., Inc. since 2016 and Charles Schwab Bank since 2017. 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 combines non-discretionary advisory relationships with discretionary separately managed accounts and uses multi-asset model portfolios alongside a formal alternative-investment onboarding process.

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 27 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Capitol Securities Management, Anderson & Strudwick, Incorporated, and A&S Capital Advisors, Inc. He is also associated with Highland Partners Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives.

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, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior roles include positions at LPL Financial, H. Beck, Inc., and Old Dominion Asset Management, Inc., where he served as president. Alongside his advisory work, he operates as an independent insurance agent specializing in life, disability, and long-term care insurance. OSAIC Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporations through a multi-advisor platform offering brokerage and advisory services. The firm’s investment process features model-based asset allocation and portfolio optimization, supporting discretionary strategies and third-party manager selections.

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.

Ron Hudgins is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he spent 29 years with Kyanite Mining Corporation. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides personalized recommendation reports and ongoing tax-aware withdrawal strategies.

Jason Brooks is a financial advisor with Raymond James Financial, holding Series 63, Series 65, and Series 66 credentials and 18 years of industry experience. His prior roles include positions at Wells Fargo Advisors, First Clearing, and Atlantic Union Bank. Brooks also serves as Practice Support Manager at Atlantic Union Financial Consultants, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored non-discretionary planning and consulting using risk profiling and modeling tools, and it supports a broad advisor network with specialized services including municipal and employer advisory programs.

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.