Samuel Laneave is a financial advisor with LPL Financial based in Richmond, VA. He holds the Series 66 designation and has 22 years of industry experience, with prior roles at firms including Securities America Advisors and Investacorp Advisory Services. Laneave is also involved with True Life and Legacy Planning LLC, a business related to tax and investment planning. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a wide range of advisory programs and financial planning services supported by multiple investment strategies and research resources.

Jerry Klich is a financial advisor with Ameriprise in Glen Allen, VA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he is a semi-professional magician and co-owner of a software development business called Medieval Interactive DBA Big Top Games. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized, written recommendation reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Ryan Goss is a financial advisor at Mass Mutual Investors Services with 10 years of industry experience. He holds a Series 66 designation and previously worked at TIAA and TD Ameritrade. Mass Mutual Investors Services is a subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers through collaborative, annual planning engagements.

Gregory Moore is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with LPL Financial since 2009. Moore operates two consulting DBAs, Alexander Consulting Group and Synergy Wealth Group, both based in Midlothian, VA. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services supported by model portfolios, third-party subadvisors, and advanced technology applications.

William Saunders is a CFP® with 26 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2011. He also has a long-standing role with Equity Concepts dating back to 2003. Outside of his advisory work, Saunders serves as a commissioner for the RVA9 Golf League and is a board member of the Virginia State Golf Association. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals across wealth segments, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, employing both proprietary and third-party strategies with customizable discretionary and non-discretionary options.

Susan Craigie is a financial advisor with Raymond James & Associates in Richmond, VA, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. She has been with Raymond James & Associates since 2013. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting supported by a range of portfolio management styles, affiliated research, and municipal advisory services.

Robert Thompson is a financial advisor with Charles Schwab, holding a Series 66 designation and 18 years of industry experience. He has been with Charles Schwab Bank, SSB and Charles Schwab since 2011. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals primarily through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, delivering investment guidance through multi-asset model portfolios and due diligence on alternative investments.

Brantley Hathaway is a financial advisor with Raymond James & Associates in Richmond, VA, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Truist Advisory Services, Truist Investment Services, and BB&T Securities. He serves as a board member for St. Joseph's Villa, a nonprofit organization focused on connecting families with educational and community resources. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and nonprofit entities, offering personalized financial planning and consulting services that typically follow a non-discretionary model.

Destiny Holmes is a Planning Consultant at Fidelity Investments, a role she has held since 2024. She collaborates with clients to understand their financial goals and preferences, working alongside them to build tailored financial plans aimed at pursuing those goals. Destiny's professional experience at Fidelity Investments spans several roles, including Relationship Manager from 2022 to 2024 and Financial Representative from 2021 to 2022. This progression reflects her growing expertise in client relationship management and financial planning. Outside of her professional work, Destiny has interests in beach activities, cooking and baking, fitness, pets, softball, and traveling.

Roger Turner is a financial advisor with Wells Fargo Advisors, holding Series 63, 65, and 66 licenses and bringing 23 years of industry experience. He has been with Wells Fargo Clearing since 2016 and joined Wells Fargo Advisors Financial Network in 2026. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and fee-based financial planning services. The firm uses proprietary research and planning tools to deliver tailored recommendations across various financial planning areas, including niche services such as business-owner transition and special-needs planning.

Louis Belinkie is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with Mass Mutual Investors Services since 1984 and has worked with MassMutual Life Insurance Company since 1981. Outside of his advisory role, he is also an agent involved in individual and group life and health insurance. MassMutual 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 offers financial planning, asset management, money-manager programs, and educational seminars with an emphasis on collaborative, goal-based planning.

Chad Lehr is a financial advisor at Cetera with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked with MML Investor Services, LLC and Massachusetts Mutual Life Insurance Co. Outside of his advisory role, he manages the website ChadLehr.com for his Cetera business and maintains renewals on existing life, health, disability, and long-term care insurance policies. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with access to both affiliated and third-party investment options.

George Hamby is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior roles include positions at Momentum Independent Network Inc. and Capital Securities Management, Inc. He is involved with Highland Partners Financial Services, an entity associated with his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations through a national network of advisors, offering a range of financial planning, advisory programs, and brokerage services.

Robert Morris is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and 28 years of industry experience. Prior to joining Raymond James in 2021, he worked at Truist Advisory Services and Bb&T Securities. He is a member of the West Richmond Businessmens Association, a local social and networking group for business professionals. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and charitable organizations. The firm offers customized financial planning and non-discretionary investment consulting, drawing on a range of portfolio management styles and affiliated research.

Byron Shea is a financial advisor with Ameriprise based in Richmond, VA, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2023, he worked at Verizon Wireless for six years and Sherwin Williams for one year. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides ongoing retirement-income planning advice through a centralized team, employing a non-discretionary implementation approach and utilizing proprietary research and third-party data.

Michael Morelock is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with LPL Financial since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers diverse advisory programs, retirement plan consulting, and brokerage services supported by a range of model portfolios and research resources.

Christine Lovell is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various Wells Fargo entities since 2014. Outside of her advisory role, she has ownership interests in two retail businesses, including a food cart and a mini mart in Virginia. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and uses proprietary research and tools to develop tailored recommendations for clients.

Kendall Benner is a CFP® professional with two years of industry experience currently affiliated with Raymond James Financial. Benner has held roles at various entities including Concentric Wealth Partners and Raymond James Financial Services Advisors, Inc. Outside of advisory work, Benner is involved with Concentric Wealth Partners, a support company based in Glen Allen, VA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm employs analytical tools such as risk profiling and probability modeling to tailor non-discretionary planning and consulting to client goals.

Austin Pierce is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. His prior experience includes roles at Anchor Insurance Group, Virginia Tech Rec Sports, and CRH Catering. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a wide range of advisory programs, investment strategies, and affiliated financial services through a large network of advisors and branch offices nationwide.

Jason Blount is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 34 years of industry experience. Jason is the owner of Cold Harbor Financial, a support company based in Mechanicsville, VA. 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 using analytical tools and supports clients through advisory programs and institutional consulting.