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.

Shawn Thomas Franklin is a financial advisor with Ameriprise, holding a Series 66 designation and six years of industry experience. Prior to joining Ameriprise in 2021, he worked at Edward Jones and PNC Bank. Outside of his advisory role, he co-owns VapeCycle US, an environmental nonprofit focused on recycling lithium-ion batteries from disposable vapes. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm’s approach combines proprietary research and algorithmic tools to deliver tailored, tax-aware retirement strategies within a defined investment framework.

Ronald Poindexter is a financial advisor with LPL Financial based in Ashland, VA. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has 42 years of industry experience. Prior to joining LPL Financial in 2018, he worked at Cetera Advisors LLC and has been affiliated with Infinity Financial Partners since 2000, where he is also involved in insurance sales. 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, third-party asset management, and institutional platforms.

Michael Thompson is a financial advisor with Mass Mutual Investors Services in Glen Allen, VA, holding Series 63 and Series 65 designations and 24 years of industry experience. He has been with MML Investors Services, Inc. and Mass Mutual Life Insurance Company since 2002. Thompson is also the owner and managing partner of The Collective Wealth Management, LLC, which offers financial advisory and insurance services. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides comprehensive financial planning, asset management, and educational seminars, using firm-approved tools to deliver tailored recommendations through annual collaborative engagements.

Jonathan Baulsir is a financial advisor with Edward Jones in Ashland, VA, holding a Series 66 designation and 23 years of industry experience. He worked at Franklin Templeton Distributors, Inc. for nine years before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of advisors and branch offices. The firm is noted for its comprehensive service offerings, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and a fiduciary standard in its advisory services.

Timothy Scanlon is a financial advisor with Cambridge Investment Research Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior work includes tenures at Lincoln Financial Securities Corporation, LPL Financial, and Raymond James Financial Services. Outside of advisory work, he serves as Vice President of Deep Run Financial, an independent insurance agency. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension funds, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management, provides access to third-party advisers, and utilizes proprietary model strategies under the Founders Gate Capital brand.

Kimberly Hicks is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. Her prior roles include positions at Commonwealth Retirement Investments, Purshe Kaplan Sterling Investments, and Lincoln Financial Advisors Corporation. Hicks serves as Finance Chair on the executive board of the Randolph Macon Woman's College & Randolph College Alumna Association and is Treasurer for Reveille United Methodist United Women of Faith. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm emphasizes tailored, non-discretionary planning and consulting using analytical tools to model potential outcomes and supports both individual and institutional advisory needs.

Robert Casasnovas is a financial advisor with Cetera, holding Series 63 and Series 66 designations and 36 years of industry experience. He has worked with Cetera since 2019 and was previously with Foresters Advisory Services and Foresters Financial Services. Casasnovas is also the owner of Artisan Insignia LLC, a sport apparel sales business. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of investment management and financial planning services through a multi-manager platform with access to affiliated and third-party money managers.

Michael Ackerman is a Series 66-licensed financial advisor with MassMutual Investors Services. He has prior experience at Royal Bank of Canada Wealth Management and has held various roles at the University of South Carolina. Outside of financial services, he has been involved with Sunshine Ridge Winery and the Robert Trent Jones Golf Club. MassMutual 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, and educational seminars, using collaborative, software-assisted analyses to develop written recommendations tailored to client goals.

Andrea Brown is a CFP®-certified financial advisor with Edward Jones in Ashland, VA, with 13 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Elizabeth Wade is a Financial Consultant at Fidelity Investments, where she has been serving clients since 2022. She collaborates with clients to develop financial plans aimed at achieving their personal and family financial goals. Prior to her current role, she worked as an Investment Consultant at Fidelity Investments from 2021 to 2022, and as a Financial Representative at the same firm in 2021. Her professional experience is centered on financial consulting and investment advisory services.

Kristen Spurlock is a financial advisor with LPL Enterprise, holding Series 63, 65, and 66 licenses and bringing 19 years of industry experience. Her prior work includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, Mass Mutual Investors Services, Oasis Employment Services, and MSI Financial Services. LPL Enterprise provides investment advisory and brokerage services to a range of clients, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Jennifer Childress is a financial advisor at Ameriprise with one year of industry experience. She holds the Series 66 designation and has been with Ameriprise since 2013 in various roles. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet certain asset thresholds. The firm provides a combination of advisory, brokerage, and insurance solutions, utilizing a centralized retirement-income consulting team and algorithmic tools to generate tailored, tax-efficient income strategies.

Glenn Greenwood is a ChFC® with 39 years of experience in the financial industry. He is currently with Cambridge Investment Research Advisors and has worked there since 2011, following prior roles at Tower Square Securities and Cetera. Outside of his advisory work, Greenwood serves as president of the Shoreline Villas HOA in North Myrtle Beach, SC, and is involved in nonprofit activities through Greenwood Financial Group Golf. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations by offering financial planning, investment management, and retirement-plan advisory services. The firm operates a multi-billion dollar asset base through thousands of financial professionals and provides access to multiple platforms, proprietary model strategies, and third-party advisers.

Claire Bundy is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 15 years of industry experience. She has held roles at firms including Atlantic Union Financial Consultants and Middleburg Investment Services. Bundy also serves as a Senior Registered Client Assistant at Atlantic Union Bank. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm uses risk profiling and analytical tools for tailored, non-discretionary planning and investment consulting, and supports a range of advisory programs across a large advisor network.

Nathaniel Billups is a financial advisor at Edward Jones in Ashland, VA, holding the Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2009. Outside of advising, he owns a personal photography business and is a partner in a real estate partnership developing a commercial building that will house his Edward Jones branch. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm operates nationally with a large network of advisors and branch offices, managing approximately $1.01 trillion in assets.

Alison Garter is a financial advisor at Edelman Financial Engines with four years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Edelman Financial Engines and its predecessor firms since 2015. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios, serves a large client base through advisor-led and online platforms, and offers employer-facing retirement plan consulting and education.

Paul Jorgensen is a financial advisor at Osaic with 35 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Securities America Advisors, Securities America Inc., and NEXT Financial Group Inc. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through various programs emphasizing model-based asset allocation, portfolio optimization, and multiple investment strategies delivered via a complex affiliate network.

Taylor Warren is a financial advisor with Raymond James Financial in Glen Allen, VA, holding CFP® certification and Series 63 and 65 licenses. He has seven years of industry experience, including prior roles at Northwestern Mutual Investment Services LLC and Valmark Securities, Inc. Warren serves as a committee member for Hampden-Sydney College, assisting with alumni event coordination. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning and uses analytical modeling tools to support client goals while maintaining specialized municipal and public finance advisory capabilities.

John Sicat is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with LPL Financial since 2002. Outside of advising, he has worked as a movie extra since 2019. 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, and access to third-party asset managers, supported by a large network of advisors and operational tools.