Regis Keddie III is a financial advisor at Davenport & Company LLC with 19 years of industry experience. He holds the Series 66 designation and has been with Davenport since 2007. Keddie serves on the board and Finance Committee of Friends of the Rappahannock and is also the chairman of the Finance Committee at Precious Blood Catholic Church. Davenport & Company LLC serves individual and institutional clients, including banks, pension plans, trusts, nonprofits, and corporations, offering a range of services such as asset management, retail brokerage, fixed income, and investment banking. The firm utilizes dedicated portfolio manager teams and an Investment Policy Committee to manage separate accounts, mutual funds, ETFs, and unified managed accounts.

Benjamin Hazekamp is a financial advisor at PNC Wealth Management with eight years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise Financial Services, LPL Financial, Burke and Herbert Bank, Lyft, and the Tax Foundation. Outside of his advisory role, he serves as Chairman of the 7th District Republican Committee for the Republican Party of Virginia. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot for employees. This offering uses algorithmic risk assessment and approved model strategies implemented via mutual funds and ETFs, with portfolio management delegated to third parties.

Thomas Colson is a financial advisor at Hornor, Townsend & Kent, LLC with five years of industry experience. He holds a Series 66 designation and previously worked at MassMutual Life Insurance Company, MML Investors Services LLC, and Thrivent Financial. Outside of his advisory role, Colson is also involved in insurance brokerage as an agent with Elevate Financial Group. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm combines SEC-registered advisory services with broker-dealer capabilities, managing over $8 billion in discretionary assets.

Michael Grady is a financial advisor at Brookstone Capital Management LLC with 10 years of industry experience. He holds a Series 65 designation and has been associated with RMCI Financial Services, LLC since 2016. Outside of advisory roles, he works as an independent insurance agent and is a registered tax preparer during tax season. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions.

Stewart Emenheiser is a CFP®-designated financial advisor with 20 years of industry experience. He has worked at Davenport & Company LLC since 2019 and previously spent 13 years with Edward Jones. Davenport & Company LLC serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations, offering asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s investment approach includes dedicated portfolio manager teams and a Manager Research team that oversee separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Benjamin Madtes is a CFP® professional with three years of experience, currently with Creative Planning. He previously worked at Bernhardt Wealth Management and Marriott International. Outside of advising, he is involved in hospitality as an Airbnb host. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, emphasizing a financial-planning-led investment approach that incorporates low-cost indexing, direct indexing, and selective private market exposure. The firm supports institutional and individual clients through a range of portfolio management and retirement services and operates several affiliated service entities beyond traditional advisory offerings.

Jessica Wolford is a financial advisor with First Command Advisory Services in Fredericksburg, VA, holding a Series 66 designation and four years of industry experience. She has worked exclusively with various entities of First Command since 2021. Wolford serves as treasurer for the Spotswood Elementary School PTO, where she oversees budgeting and financial reporting. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporations, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs utilizing model portfolios and third-party managers selected by a centralized Investment Management Team.

Regis Keddie II is a financial advisor at Davenport & Company LLC in Fredericksburg, VA, with 53 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Davenport & Company since 1994. Outside of his advisory work, Keddie serves on the finance committees of the Mary Washington Healthcare Corp. and the Fredericksburg Area Chamber of Commerce, and he holds leadership roles in several local nonprofit organizations focused on healthcare and community services. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, nonprofits, and corporations, providing asset management, brokerage, fixed income, public finance, and investment banking services. The firm offers separately managed accounts, model portfolios, and advisory programs, with asset management organized around portfolio manager teams, an Investment Policy Committee, and a Manager Research team.

Eden Coltrane is a financial advisor at Davenport & Company LLC with 25 years of industry experience. He holds the Series 66 designation and has been with Davenport since 2000. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, and nonprofits, offering a range of services such as asset management, brokerage, and investment advisory. The firm manages multiple mutual funds and employs a team-based approach to portfolio management across various account types.

Paul Scott is a ChFC® credentialed financial advisor with 31 years of industry experience. He is currently with Cetera and has held previous roles at VOYA Financial Advisors and Scott Insurance Services, Inc. Scott is involved in several community and nonprofit organizations, including serving as a board member for Partners In Aging and chairing a committee for the Chancellor Ruritan Club. He also owns Tall Tales, a business focused on teaching storytelling to a range of audiences. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a variety of portfolio management and financial planning services, utilizing a multi-manager platform with options ranging from automated allocations to bespoke strategies.

Stephanie Lopez is a financial advisor at Raymond James Financial with three years of industry experience. She holds the Series 66 designation and has prior experience working with AUW Management, Atlantic Union Financial Consultants, LLC, and Atlantic Union Bank since 2010. Outside of finance, she occasionally works as a second shooter for a local photography business on weekends. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains a range of advisory programs and specialized services.

Thomas Baker is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and 35 years of industry experience. His prior roles include positions at Stifel Independent Advisors, Stifel Nicolaus & Co Inc, UBS Financial Services, and Citigroup Global Markets. He is involved in managing condominium homeowners association operations in Fredericksburg, VA. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients with financial planning, retirement consulting, and asset management programs. The firm relies on a network of Investment Adviser Representatives and third-party asset managers to deliver customized advisory solutions without sponsoring its own wrap fee program.

Craig Mohr is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has previously worked at Securities America Advisors, Inc. and SSN Advisory, Inc. Mohr is also the owner of Financial Architects of Virginia, Inc., where he engages in life, disability, and long-term care insurance sales. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services along with access to third-party managers and unified managed accounts. The firm employs asset-allocation tools and automated rebalancing to construct portfolios and supports various managed-account solutions across discretionary and non-discretionary platforms.

Kathleen Moses is a financial advisor at Wells Fargo Advisors with 43 years of industry experience. She holds the Series 63 and Series 66 designations and has worked in various capacities within Wells Fargo, including Wells Fargo Clearing and Wells Fargo Advisors Financial Network. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, with clients choosing whether and how to implement recommendations.

Mason Garner is a financial advisor with Raymond James Financial in Fredericksburg, VA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Raymond James Financial since 2008 and has held roles at multiple financial institutions, including Atlantic Union Bank. Outside of his advisory work, Garner serves as Vice President of Atlantic Union Financial Consultants, LLC/AUB Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base spanning individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs risk profiling and analytical tools to support tailored, non-discretionary strategies and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Jacob Burke is a CFP® and holds a Series 66 license with nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at Public Partnerships from 2015 to 2017. He is based in Fredericksburg, VA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient solutions, operating under a fiduciary standard.

Anna Johnson is a financial advisor at Fidelity with Series 63 and Series 65 credentials and five years of industry experience. Her prior work includes roles at Alight Financial Solutions and Wells Fargo Clearing. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund management and consulting, and develops model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Jennifer Mathie is a CFP®-certified financial advisor with Edward Jones, where she has worked since 2013. She holds Series 63 and Series 66 licenses and has 14 years of industry experience. Based in Spotsylvania, VA, she has spent her career with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and offers a range of investment strategies, overlay and tax-efficient services, and affiliated investment products under a fiduciary standard.

George Mitchell III is a CFP®-certified financial advisor with Raymond James & Associates, bringing 46 years of industry experience. He has been with Raymond James since 2013. In addition to his advisory role, Mitchell serves as a trustee for a family-related investment entity. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and municipal entities—offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Michael Cupp is a financial advisor at Equitable Advisors with nine years of industry experience. He holds a Series 66 credential and has worked at Equitable Advisors since 2017, following a period at AXA Advisors and a role at James Madison University. Outside of his advisory work, Cupp is involved in managing short-term rental properties through Cupps Properties LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, plans, corporations, and charitable organizations. The firm’s offerings include third-party advisory models and ERISA fiduciary services, with a focus on matching clients to appropriate investment programs and portfolio managers.