Brude Stoever is a financial advisor with Wells Fargo Advisors in Richmond, VA, holding Series 63 and Series 65 credentials and having 34 years of industry experience. He previously worked with Wells Fargo Clearing from 2016 to 2021 before joining Wells Fargo Advisors. Outside of his advisory role, he is a 60% owner of Stoever & Palmore LLC, an investment-related business, and serves as a trustee of his father-in-law's trust. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, providing a broad range of planning options supported by proprietary research and tools. The firm integrates advisory services with other financial products and referral channels to serve clients with diverse financial needs.

Samuel Laneave is a financial advisor with LPL Financial and holds a Series 66 designation. He has 22 years of industry experience, having worked at several firms including Securities America Advisors, Investacorp Advisory Services, and J P Turner & Company Capital Management. Laneave is also involved with True Life and Legacy Planning LLC, an investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, providing a range of financial planning and investment management solutions.

Jerry Klich is a financial advisor with Ameriprise in Glen Allen, VA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he is a semi-professional magician and co-owner of a software development business called Medieval Interactive DBA Big Top Games. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized, written recommendation reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Ryan Goss is a financial advisor at Mass Mutual Investors Services with 10 years of industry experience. He holds a Series 66 designation and previously worked at TIAA and TD Ameritrade. Mass Mutual Investors Services is a subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers through collaborative, annual planning engagements.

Gregory Moore is a financial advisor with LPL Financial in Glen Allen, VA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at LPL Financial since 2009 and previously held roles at Wells Fargo Clearing from 2002 to 2009. Moore also operates businesses under the names Alexander Consulting Group and Synergy Wealth Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

William Saunders is a CFP® with 26 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2011. He also has a long-standing role with Equity Concepts dating back to 2003. Outside of his advisory work, Saunders serves as a commissioner for the RVA9 Golf League and is a board member of the Virginia State Golf Association. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals across wealth segments, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, employing both proprietary and third-party strategies with customizable discretionary and non-discretionary options.

Ernest Davidson Jr. is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Advisors Corporation for 32 years. He also serves as a wealth advisor with Capitol Financial Solutions. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and various advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party resources to manage portfolios across multiple asset classes.

Susan Craigie is a financial advisor with Raymond James & Associates in Richmond, VA, holding Series 63 and Series 65 credentials and 43 years of industry experience. She worked at Morgan Keegan & Company, LLC for 12 years before joining Raymond James in 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, institutional clients, and municipal entities, offering financial planning and consulting services supported by a broad range of portfolio management styles and affiliated research.

Robert Thompson is a financial advisor with Charles Schwab, holding a Series 66 designation and 18 years of industry experience. He has been with Charles Schwab Bank, SSB and Charles Schwab since 2011. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals primarily through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, delivering investment guidance through multi-asset model portfolios and due diligence on alternative investments.

Brantley Hathaway is a financial advisor with Raymond James & Associates in Richmond, VA, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Truist Advisory Services, Truist Investment Services, and BB&T Securities. He serves as a board member for St. Joseph's Villa, a nonprofit organization focused on connecting families with educational and community resources. Raymond James & Associates is a 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 nonprofit entities, offering personalized financial planning and consulting services that typically follow a non-discretionary model.

Destiny Holmes is a Planning Consultant at Fidelity Investments, a role she has held since 2024. She collaborates with clients to understand their financial goals and preferences, working alongside them to build tailored financial plans aimed at pursuing those goals. Destiny's professional experience at Fidelity Investments spans several roles, including Relationship Manager from 2022 to 2024 and Financial Representative from 2021 to 2022. This progression reflects her growing expertise in client relationship management and financial planning. Outside of her professional work, Destiny has interests in beach activities, cooking and baking, fitness, pets, softball, and traveling.

Roger Turner is a financial advisor with Wells Fargo Advisors, holding Series 63, 65, and 66 licenses and carrying 23 years of industry experience. His prior work includes roles at Wamu Investments and multiple positions within Wells Fargo Clearing. 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 and uses proprietary research and tools to develop tailored recommendations, with clients retaining control over whether to implement them through brokerage or advisory programs.

Louis Belinkie is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with Mass Mutual Investors Services since 1984 and has worked with MassMutual Life Insurance Company since 1981. Outside of his advisory role, he is also an agent involved in individual and group life and health insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, money-manager programs, and educational seminars with an emphasis on collaborative, goal-based planning.

Chad Lehr is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He previously worked at MML Investor Services, LLC and Massachusetts Mutual Life Insurance Co for 11 years before joining Cetera. Outside of his advisory role, he owns chadlehr.com and continues to renew existing life, health, disability, and long-term care insurance business on a limited basis. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of investment programs and access to both affiliated and unaffiliated managers, managing over $256 billion in assets through more than 10,000 advisors.

George Hamby is a financial advisor with LPL Financial in Glen Allen, VA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Momentum Independent Network Inc., Capital Securities Management, Inc., Anderson & Strudwick, Incorporated, and A&S Capital Advisors, Inc. 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, third-party asset management, and institutional platforms, supported by research tools and a broad network of investment adviser representatives.

Robert Morris is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and 28 years of industry experience. Prior to joining Raymond James in 2021, he worked at Truist Advisory Services and Bb&T Securities. He is a member of the West Richmond Businessmens Association, a local social and networking group for business professionals. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and charitable organizations. The firm offers customized financial planning and non-discretionary investment consulting, drawing on a range of portfolio management styles and affiliated research.

Byron Shea is a financial advisor at Ameriprise with three years of industry experience. He holds the Series 66 designation and previously worked at Verizon Wireless and Sherwin Williams. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

John Emison is a financial advisor with Mass Mutual Investors Services who holds a Series 66 designation and has one year of industry experience. His work history includes roles at Park Avenue Securities, Guardian Life Insurance Company, and Northwestern Mutual Life Insurance Company. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software to analyze client goals and provides collaborative, annual planning engagements.

Michael Morelock is a financial advisor at LPL Financial with 31 years of industry experience. His career includes previous roles at OSAIC Institutions, Inc., Wells Fargo Clearing, and Wachovia Securities, Inc. He holds Series 63 and Series 65 licenses. 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 through a large network of advisors, utilizing various portfolio strategies and technology tools.

Christine Lovell is a financial advisor with Wells Fargo Advisors in Richmond, VA, holding Series 63 and Series 66 licenses and having 29 years of industry experience. She has been with Wells Fargo Clearing since 2016 and joined Wells Fargo Advisors Financial Network in 2026. Outside of her advisory work, she owns and operates two food-related businesses: POPPA'Z LUNCHBOX, a food cart in Midlothian, VA, and POPPA'S MINI MART, a retail store in Keysville, VA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment strategies, using proprietary research and tools, with planning engagements typically conducted on a discrete basis.