Gerardo Serrano is a Series 66-registered financial advisor with Fidelity in Glen Allen, VA, possessing two years of industry experience. His prior work includes roles at Atlantic Union Bank and Wells Fargo. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that may include mutual funds, ETFs, and ETPs.

Michael Tuteral is a financial advisor at Edelman Financial Engines with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Financial Engines Advisors L.L.C., Edelman Financial Services, LLC, and Vectors Research Management, LLC. Edelman Financial Engines provides technology-enabled investment advisory services primarily for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and serves a large client base through a combination of advisor-led and online offerings.

Stacey Baker is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 26 years of industry experience. She has been with Wells Fargo Clearing since 2017 and took a salary continuation leave with Wells Fargo Securities from 2016 to 2017. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party databases.

James Snell is a financial advisor with MassMutual Investors Services in Glen Allen, VA, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. His prior experience includes roles at MassMutual Life Insurance Company, Geico, Truist Investment Services, and Wells Fargo Advisors. MassMutual 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, utilizing firm-approved tools to deliver written recommendations within collaborative annual planning relationships.

Peter Squire Jr. is a financial advisor with Raymond James & Associates, holding a Series 63 designation and bringing 43 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates is a large, 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, pension plans, and charitable organizations, offering financial planning and consulting services through various tailored, non-discretionary programs.

Mark Macinnis is a financial advisor with Mass Mutual Investors Services in Glen Allen, VA, holding Series 63 and Series 65 credentials and 24 years of industry experience. He previously worked at MetLife Securities Inc. and MassMutual Life Insurance Company. Outside of his advisory role, he is the head wrestling coach at Midlothian High School. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning, asset management, and educational services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers structured, collaborative financial planning engagements using firm-approved analytical tools, with implementation of recommendations facilitated through separate brokerage or insurance arrangements.

Sean Ekiert is a financial advisor with Raymond James & Associates in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Raymond James & Associates since 2013. Ekiert serves on the advisory board of Chesterfield County Public Schools, participating in budget review and recommendation activities. 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, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Patrick Dauer is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked with Prudential Insurance Company of America and Pruco Securities, LLC for over two decades. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and other institutions. The firm offers financial planning, advisory, and brokerage services supported by proprietary research, model portfolios, and third-party asset management programs.

Karen Redding is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing eight years of industry experience. Her background includes roles at Avantax Advisory Services and Avantax Investment Services, and she is also the owner of Karen Redding LLC, which operates Liberty Tax Service. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory through a network of independent professionals. The firm provides a variety of investment implementation options and maintains proprietary and unaffiliated model strategies tailored to client objectives.

Marcel Morin is a financial advisor with LPL Financial based in Glen Allen, VA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior experience includes roles at Kestra Financial Services and Questar Asset Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide, offering a range of advisory programs, financial planning, and retirement plan consulting with both discretionary and non-discretionary management supported by proprietary and third-party research.

Daniel Di Candilo is a financial advisor with Edward Jones in Ashland, VA, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices across the country.

Radoslaw Wolosiuk is a financial advisor at Edward Jones with 21 years of industry experience. He holds the Series 66 designation and previously worked at ICMA Retirement Corporation for 18 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds.

Robert Bowman is a CFA® charterholder with 25 years of industry experience, currently serving at Robert W. Baird & Co. since 2024. His prior roles include positions at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services LLC. He is part of The DDK Group within Baird’s Private Wealth Management department, which provides financial planning, portfolio management, and consulting services to individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm combines manager-traded and model-traded strategies with ongoing research and oversight, managing approximately $394 billion in regulatory assets as of December 31, 2025.

James Kmetz is a CFP®-designated financial advisor with 15 years of industry experience. He is currently with Cetera and has been with the firm since 2019. His prior experience includes roles at First Investors Advisory Services LLC and First Investors Corporation. Outside of his advisory work, he serves as a board member and treasurer for Nest Academy RVA. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program structures, combining discretionary and non-discretionary authorities and access to third-party money managers.

Kristin Anliker is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. She has been involved with Cetera and related entities since 2006 and operates Anliker Financial Management LLC. Outside of her advisory role, she assists in tax preparation for a CPA firm and provides notarial services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers diversified investment management and consulting services through a multi-manager platform, supporting a mix of discretionary and non-discretionary account structures.

Divam Mehta is a financial advisor with Cambridge Investment Research Advisors in Richmond, VA, holding CFP®, ChFC®, and Series 66 credentials and 16 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2017 and previously with Invest Financial Corp. Mehta also operates Mehta Financial Group, LLC, and serves as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals using a variety of portfolio management and model-based solutions.

Jared Troutman is a CFP® professional with nine years of industry experience, currently affiliated with LPL Enterprise. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, Old Dominion Capital Management, Commonwealth Financial Network, and L.M. Kohn & Company. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management programs, combining advisory services with brokerage and insurance product sales through an integrated platform.

Suraj Gideon is a financial advisor at Charles Schwab with 18 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab Bank SSB and Charles Schwab & Co., Inc. since 2023, following 15 years at Wells Fargo Clearing. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, using multi-asset model portfolios and due diligence on alternative investments.

Edward Boze IV is a financial advisor with LPL Financial and holds the Series 65 and Series 63 licenses. He has five years of industry experience, including prior roles at StoneX Advisors Inc. and StoneX Securities Inc. Outside of advising, he is involved in real estate investment through two LLCs based in Virginia. LPL Financial serves a broad client base, including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives.

Joanne Baker is a financial advisor with Wells Fargo Clearing in Richmond, VA, holding a Series 66 designation and 21 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services primarily to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.