Hank Strickler is a financial advisor with Truist Advisory Services in Richmond, VA, holding a Series 66 designation and 10 years of industry experience. His career includes roles at Truist Investment Services, Suntrust Investment Services, Bank of America, and Merrill. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager relationships and supported by integrated inter-affiliate platforms and research tools.

Karli Woodcock Tench is a financial advisor at Davenport & Company LLC with two years of industry experience. She holds a Series 66 designation and began her career at Davenport in 2024. Prior to joining the firm, she worked in education and community organizations, including Chesterfield County Public Schools and Brandermill Church. Davenport & Company serves individual and institutional clients such as banks, pension plans, trusts, estates, nonprofits, and corporations. The firm offers asset management, brokerage, fixed income, investment banking, and advisory services, managing portfolios through dedicated teams and providing access to mutual funds, ETFs, and municipal bond strategies.

John Jones II is a financial advisor at Merrill with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Merrill and Bank of America, N.A. since 2015. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Ashley Morris is a CFP® professional with 11 years of industry experience. She currently advises at Edelman Financial Engines and previously worked at Facet Wealth, The Vanguard Group, Inc., and Keatley Wealth Management, LLC. Morris serves as an honorary board member of the JC Morris Family Foundation, a charitable organization providing educational assistance for underserved minors. Edelman Financial Engines offers technology-driven investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, providing diversified portfolios, rebalancing, and both discretionary and non-discretionary management options.

Lynne Jennings serves as a Wealth Management Senior Relationship Manager at Fidelity Investments. In her current role, she focuses on providing customized services to sophisticated clients, aiming to support their long-term financial well-being through tailored, high-touch relationships. Her professional experience spans over three decades in the financial industry, including positions such as Vice President and Branch Leader at Fidelity Investments from 2016 to 2022, Senior Relationship Manager at Fidelity Investments from 2010 to 2016, and various trading and account management roles at firms including Wachovia Securities First Clearing Corp, GE Financial Capital Brokerage, Wheat First Union Capital Markets, and Branch Cabell and Co. No information regarding her education, credentials, personal interests, or community involvement has been provided.

Maria Komianos is a financial advisor with Merrill in Richmond, VA, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. She has been with Merrill since 2010. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Steven Bartholomew is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Edward Jones since 2006. He holds Series 63 and Series 66 licenses. Outside of his advisory work, he is the owner of Knob Hill Properties LLC in South Hill, VA. Edward Jones is a full-service wealth management firm that serves both individual and institutional clients, offering a variety of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and maintains a large nationwide network of financial advisors and branch offices.

Orianna Cool is a financial advisor at Fidelity with 11 years of industry experience. She holds the Series 63 and Series 66 designations and has worked in various roles at Fidelity and other firms since 2014. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative and algorithmic methods and serves several registered investment companies while maintaining formal oversight and governance procedures.

Ann Marie Cerullo is a financial advisor at Cetera with a Series 66 designation and three years of industry experience. She previously worked at Johnston Willis Hospital for 19 years before entering the financial services sector. Cerullo also provides operational support at Virginia Asset Management. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, and access to various third-party managers through a multi-manager platform.

Linda Gillikin is a financial advisor with Primerica Advisors in Colonial Heights, VA, holding Series 63 and Series 65 licenses and 24 years of industry experience. She has been with Primerica Advisors since 2001 and with Primerica Financial Services since 2000. In addition to her advisory role, she receives compensation for referrals related to home security, automation products, and loan services through affiliated Primerica companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and separately managed account options primarily for individual and high-net-worth clients. The firm utilizes third-party asset managers and maintains an operational model focused on tiered wrap fees and curated investment models.

Heather Snead is a financial professional with 13 years of industry experience, currently affiliated with Cetera. She holds a Series 66 designation and has held roles at VAM Partners, Virginia Asset Management, Securian Financial Services Inc., and BB&T Securities. Outside of her advisory duties, she serves as Vice President of Compliance and Business Operations at Virginia Asset Management. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser supporting individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with options including discretionary and non-discretionary portfolio management, financial planning, and access to a variety of third-party managers.

Grayson Harris is a financial advisor at Cetera with Series 66 credentials and less than one year of industry experience. He has held roles at Cetera Wealth Services, Virginia Asset Management, and other affiliated entities since 2025. Outside of his advisory work, he serves as an assistant baseball coach for a local travel sports organization. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, and institutional clients with portfolio management, financial planning, and retirement services. The firm offers a multi-manager platform that includes model portfolios, third-party manager selections, and customized strategies across various program structures.

Jason Williams is a financial advisor with Ameriprise in Mechanicsville, VA, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has worked at Ameriprise since 2018 and previously held roles at Wells Fargo Advisors and Wells Fargo Clearing. Ameriprise offers retirement-income planning services targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Ralph Poling is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo in various capacities since 2009. Outside of his advisory role, he is a silent partner and investor in a local baseball instruction academy in Richmond, VA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates a broad range of investment products, including insurance-related vehicles and bank deposit sweep options.

Laura Ward is a financial advisor at Merrill with Series 66 credentials and one year of industry experience. Prior to joining Merrill, she spent eleven years at Aveanna Healthcare. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Gil Elmaleh is a financial advisor with Mass Mutual Investors Services in Richmond, VA, holding Series 63, 65, and 66 designations and bringing 33 years of industry experience. He has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2012. Outside of his advisory role, he is active as a sales agent in individual, group life, and group health insurance. 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 ongoing financial planning, asset management, and educational seminars using firm-approved analytical tools, while emphasizing collaborative, annual planning engagements.

Christopher Kitchen is a CFP® professional with 14 years of industry experience, currently affiliated with Cetera. He has held advisory roles at Virginia Asset Management since 2016 and has experience with Minnesota Life Insurance Co and Securian Financial Services Inc. In addition to his advisory work, he is an insurance agent selling life, health, disability, annuities, and long-term care products, and is a partner in a private equity investment LLC. Cetera Investment Advisers LLC operates a nationwide 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, utilizing a multi-manager platform with access to affiliated and third-party managers across various program structures.

Joseph Torrice is a Senior Financial Advisor with Merrill Lynch Wealth Management. He holds multiple professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Joseph earned his Bachelor's Degree from the University of Virginia. His credentials reflect his focus on retirement planning and fiduciary advising within the wealth management sector.

Jennifer Bruno is a financial advisor at Fidelity with seven years of industry experience. She holds a Series 66 designation and has worked at firms including Virginia Asset Management and Securian Financial Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services along with model portfolios delivered to intermediary platforms.

Casey Warcewicz is a Wealth Management Advisor with Merrill Lynch Wealth Management. He takes a consultative and objective approach to wealth management, focusing on understanding each client's complete financial position to deliver appropriate investment planning recommendations. His work emphasizes aligning client goals and objectives with asset allocation, risk tolerance, and tax and estate-planning considerations through carefully prepared and thoroughly analyzed wealth management plans. Casey’s areas of expertise include executive compensation, legacy planning, personal retirement planning, philanthropic planning, portfolio management services, sports and entertainment, tax minimization, and retirement income. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor’s Degree from the University of New Hampshire and a Master’s Degree from Northeastern University. Outside of his professional work, Casey’s personal interests include cooking, football, golfing, reading, and traveling.