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.

Amanda Quicke is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. She has worked at various Wells Fargo entities since 2009. Amanda is a Series 66 license holder and has partial ownership in an investment-related business, Granite Wealth Management, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options using proprietary research and tools, with services tailored to clients who meet specific net-worth criteria.

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.

Elizabeth Gillis is a financial advisor with Raymond James & Associates, holding a Series 66 designation and four years of industry experience. She has worked at Raymond James since 2020 and previously spent five years with Lakeland Tours DBA WorldStrides. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and charitable organizations, offering financial planning, investment consulting, and municipal advisory services through a nationwide network of advisers.

Devin Andersen is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Wells Fargo Clearing and Wells Fargo Advisors prior to joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts as well as fund advisory services.

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.

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.

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.

Thomas Troie is a financial advisor with Edward Jones in Ashland, VA. He holds the Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked in the insurance and contracting sectors, including Selective Insurance and The Whiting-Turner Contracting Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.

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, holding Series 63, Series 66, and Series 65 licenses and bringing 33 years of industry experience. He has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2012. In addition to his advisory role, he is involved in individual and group life and health insurance sales. 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 financial planning, asset management, and educational seminars, structuring planning engagements as annual collaborative relationships based on detailed client information and firm-approved analytical tools.

Erin Sutton is a financial advisor at Raymond James & Associates with 20 years of industry experience. She holds the Series 66 designation and has worked at firms including Scott & Stringfellow, Inc., Bb&T Securities, LLC, and Truist Advisory Services. Sutton serves as vice president and board member of the Junior League of Richmond, a nonprofit women's charitable organization. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser offering services to individuals, institutions, and charitable entities. The firm provides financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a broad adviser network and a range of portfolio management styles.

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.

Megan Sheffield is a Certified Financial Planner® (CFP®) with 13 years of industry experience. She has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a network of over 23,700 financial advisors and more than 15,000 branch offices nationwide.

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.

Erich Pickelhaupt is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC and Wells Fargo Bank NA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Shannon Roth is a financial advisor with Wells Fargo Clearing in Richmond, VA, holding a Series 63 designation and 17 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2013 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Charles Kerr IV is a financial advisor with Cambridge Investment Research Advisors in Richmond, VA, holding Series 63 and Series 65 designations and 28 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research Inc. since 2013. Kerr is also an owning partner and agent at Financial Planning Alternatives, where he sells life, long-term care, fixed annuity, and disability products through various independent insurance companies. Cambridge Investment Research Advisors is an SEC-registered firm serving individuals, retirement plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals using various portfolio management strategies and platform arrangements.

Blake Gordon is a financial advisor with Raymond James & Associates in Richmond, VA, holding a Series 66 designation and 25 years of industry experience. He previously worked at Capitol Securities from 2009 to 2017 before joining Raymond James in 2017. 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 non-discretionary consulting supported by various portfolio management strategies and affiliated research.