Corey Nesmith is a financial advisor with Ameriprise in Glen Allen, VA, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise since 2005, including its predecessor Ameriprise Financial Services, Inc. He serves on the boards of the Bon Secours Richmond Health Care Foundation and the Virginia High School League Foundation. Nesmith is also a partner in The Westerre Group, LLC, an entity established to support business operations for his team practice. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research-driven modeling and tax-efficient strategies to deliver personalized recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Hynson Marvel III is a financial advisor with Raymond James & Associates in Richmond, VA, holding a Series 66 credential and 19 years of industry experience. His career includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is also the owner of WESTCAP, LLC, an entity used solely for paying business insurance for his branch office. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and charitable organizations. The firm provides financial planning and non-discretionary investment consulting, utilizing a variety of portfolio management styles and affiliated research resources.

Thomas Kirby is a financial advisor at LPL Financial with 26 years of industry experience. He holds the Series 66 designation and has worked previously at Hilltop Independent Network, Stifel, B.C. Ziegler and Company, and Morgan Stanley. 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, third-party asset management, and institutional platforms.

Jason Stone is a financial advisor with Cambridge Investment Research Advisors in Glen Allen, VA, holding Series 63 and Series 66 licenses and 21 years of industry experience. He has been with Cambridge Investment Research Advisors and its related entity since 2011. Outside of his advisory role, he serves as president of TAG Advisors and GSRC, Inc., and is involved in charitable activities through TAG Charity; he also works as an independent insurance agent and assists in the management of a family-owned furniture business. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services. The firm offers a variety of investment solutions through independent financial professionals, utilizing both proprietary and third-party strategies across multiple platform arrangements.

Caty Susnock is a financial advisor at LPL Financial with a Series 66 designation and two years of industry experience. Prior to her current role, she worked in various positions including management roles at multiple apartment communities and service industry roles. 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, and institutional platforms, supported by extensive research and technology tools.

Todd Larkin is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 20 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he is the owner of Stuart Ave LLC, a rental property business in Richmond, VA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary solutions. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Ryan Heltemes is Vice President and Branch Leader at Fidelity Investments, where he currently leads a team dedicated to wealth planning and helping clients achieve their financial goals. He emphasizes fostering a team environment focused on ethical service and continuous personal development. Ryan's career in financial services began in 2015 at Charles Schwab, where he worked as a Financial Services Professional and later as a High Net Worth Specialist. He joined Fidelity Investments in 2016, holding roles including Investment Consultant, Financial Consultant, Vice President and Financial Consultant, Assistant Branch Leader, and ultimately Vice President and Branch Leader. Throughout his tenure, Ryan has accumulated extensive experience in wealth planning and financial consulting. Additional details on his education, credentials, personal interests, or community involvement have not been provided.

Nicholas Osborne is a financial advisor with Equitable Advisors based in Richmond, VA, holding a Series 66 designation and three years of industry experience. He previously worked at Prudential Financial Advisers and spent nine years at Parham's Service Center, Inc. Outside of advisory work, he is involved as a sales associate with Realty Benefit Services, focusing on tax account program sales. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, institutional clients, and organizations. The firm uses a network of Investment Adviser Representatives and a range of third-party investment programs to tailor advice and portfolio management to client needs.

Robin Colton is a financial advisor at LPL Financial with 26 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 18 years and spent two years at Private Client Services before joining LPL Financial in 2025. He holds the Series 66 designation. 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 financial planning and investment management services, including access to model portfolios, third-party asset managers, and institutional platforms.

Tammy Edwards is a financial advisor with Edward Jones in Midlothian, VA, holding a Series 66 designation and bringing five years of industry experience. She has been with Edward Jones since 2015. Outside of her advisory role, she serves as Vice President of a local BNI chapter in Richmond, assisting with membership and supporting the President. 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 wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christopher Ledford is a financial advisor at Fidelity with 12 years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2021, with prior roles at TIAA and TD Ameritrade. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a broad investable universe.

Kyle Geblein is a financial advisor with Ameriprise in Richmond, VA, holding a Series 66 credential and seven years of industry experience. He has worked at Ameriprise since 2019 and previously held roles at Capitol Securities Management, Keiter CPA, Middletown Valley Bank, and Randolph-Macon College. Geblein serves as Treasurer on the Board of Directors for Phi Alpha Housing Corporation and is Membership Chair for the Financial Planning Association’s Central Virginia Chapter. Ameriprise provides retirement-income planning services aimed at individuals near or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Nelson Fisher is a Financial Consultant at Fidelity Investments, where he partners with clients to develop and implement personalized financial plans and clear investment strategies tailored to their unique goals. He has been with Fidelity Investments since 2022, progressing through roles including Investment Consultant, Relationship Manager, and High Net Worth Associate before assuming his current position in 2025. Prior to joining Fidelity, Nelson worked as a Client Service Associate at Davenport and Company LLC from 2017 to 2022. His professional experience spans client service and investment consulting within the financial services industry. Outside of his professional work, Nelson enjoys spending time at the beach, engaging in family activities, playing golf, and traveling.

Michael Casey is a CFP® and ChFC® with 40 years of industry experience. He is currently with Cetera, where he has worked since 2021, following prior roles at VOYA Financial Advisors and Fidelity Union. In addition to his advisory work, he sells health, disability, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management, financial planning, and retirement services, operating as a multi-manager platform with diverse program options and over $256 billion in assets under management.

William Barber Jr. is a financial advisor with LPL Financial in Richmond, VA. He holds the PFS™ designation along with Series 63 and Series 66 licenses and has two years of industry experience. Prior to joining LPL Financial, he worked at Barber Accounting & Advisory Services LLC and Rescom Real Estate Services LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers, supported by various operational tools and a large network of over 22,800 advisors.

Ian Coleman is a Series 66-licensed financial advisor with 24 years of industry experience. He is currently with Cambridge Investment Research Advisors and has previously worked at Truist Advisory Services and LPL Financial. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm offers multiple investment solutions through independent financial professionals, combining proprietary models with access to third-party managers and customized strategy implementation.

Peter Marotta is a financial advisor with Ameriprise in Richmond, VA, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement who meet specific asset criteria. The firm combines research and modeling with tax-efficient strategies to deliver written, non-discretionary recommendation reports through a centralized consulting team, supporting advisors like Marotta in serving clients with substantial investable assets.

Austin Offnick is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Before joining LPL Financial in 2025, he held various roles in healthcare and academic institutions, including positions at Atrium Health Wake Forest Baptist and Wake Forest University School of Medicine. He is currently pursuing additional licenses to become a registered representative. 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, and access to institutional platforms, supported by technology and a broad spectrum of financial activities.

Carlton Brown is a CFP® professional with 28 years of industry experience, currently serving as an advisor at Raymond James & Associates since 2014. He is involved with the finance and investment committee of Discovery United Methodist Church and holds an officer and director position at a family-owned retail pharmacy in Gretna, Virginia. 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, and charitable organizations, offering financial planning and investment consulting through various advisory programs.

Jamie Mattioli is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 15 years of industry experience. Prior to joining Cambridge in 2021, he worked at Northwestern Mutual and Wells Fargo. Outside of his advisory role, Mattioli is a board member and volunteer at Heart Havens, a nonprofit organization. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charities, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides multiple investment platforms and strategies, including proprietary models and access to unaffiliated managers, and incorporates institutional features such as advisor transition support and compliance processes.