David Houck is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise, he spent 22 years at Capital One. Outside of his advisory role, he serves as an elder and clerk on the Board of Directors for Providence Presbytery Church. Ameriprise Financial Services is a large institutional firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides specialized retirement-income planning and written Recommendation Reports. The firm’s approach integrates investment research, third-party data, and algorithmic tools, with an emphasis on dependable income sources and tax-aware withdrawal strategies.

Alberta Marx is a Series 66-licensed financial advisor with two years of industry experience, currently with Equitable Advisors. She previously held roles at Morgan Stanley and Wells Fargo Clearing Service. Outside of her advisory work, she is involved with Power Global Ministries as Director of Economic Development, assisting individuals in developing business ideas for income generation. Equitable Advisors serves a broad client base, including individuals, retirement plans, and institutions, offering financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives. The firm employs a model-driven approach utilizing third-party asset managers and discretionary programs, focusing on a range of investment vehicles and ERISA fiduciary services.

John Miller III is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC from 2003 to 2024. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, consulting, and access to various advisory and brokerage products through an integrated platform.

Nikita Glushchenko is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, Glushchenko worked at Bank of America and Supreme Lending, and spent eight years at Parad LLC. 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, and institutional accounts.

David Aldridge is a financial advisor with Raymond James & Associates in Richmond, VA, holding Series 63 and Series 66 licenses and having eight years of industry experience. He has been with Raymond James & Associates since 2019 and was previously self-employed for 14 years. He is also involved as a trustee and co-trustee for Beech IRA. 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 municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

Mark Best is a financial advisor at Edward Jones in Richmond, VA, holding the CFP®, ChFC®, and Series 66 designations with six years of industry experience. Prior to joining Edward Jones in 2019, he served five years in the United States Marine Corps. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Patrick Meyer is a CFP®-designated financial advisor with Wells Fargo Advisors in Richmond, VA, and has 22 years of industry experience. He has been with Wells Fargo Advisors and related entities since 2010. Outside of Wells Fargo, he is involved in wealth management firms in Virginia, including Meyer Wealth Management LLC and River Hills Wealth Management, LLC. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions that address various client needs. Advisors use firm research and planning tools to develop tailored recommendations, with clients choosing how to implement them through brokerage or advisory programs.

Fernando Velasco is a financial advisor at Ameriprise with Series 66 credentials and four years of industry experience. He has worked at Ameriprise since 2021 and previously spent 15 years at Capital One Financial. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria. The firm provides advisory, brokerage, and insurance solutions through affiliated companies and uses a combination of research, modeling, and tax-efficiency analysis to generate personalized retirement income recommendations.

John Schaeufele is a financial professional with Cetera, holding Series 63 and Series 65 credentials and nearly 10 years of industry experience. He has worked at OneAmerica Securities and American United Life and has served with Cetera and Cetera Advisors LLC since 2023. Outside of his advisory role, he is involved in referral services through businesses such as Gig Worker Solutions and MYGIG, assisting self-employed individuals and businesses with benefit packages and payroll tax credit referrals. Cetera is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers, managing over $256 billion in assets through more than 10,000 advisors.

Shawn White is a financial advisor with LPL Financial in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He worked previously at Sagepoint Financial, Inc. for nine years before joining LPL Financial in 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting with both discretionary and non-discretionary management supported by internal and third-party research.

Anna Grasso is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. She has been with Ameriprise since 2021 and previously focused on homemaking from 2013 to 2021. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendations. The firm operates as a large institutional provider offering a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Andrew Brancaccio is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model wealth portfolio programs, third-party asset management, and access to a broad range of brokerage and insurance products via its integrated platform.

James Schmidt is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has worked with Raymond James in various capacities since 2011 and operates Schmidt Wealth Management & Associates, LLC as its CEO. Since March 2025, he has also served as a FINRA-approved arbiter. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse range of clients, including individuals, institutions, and charitable organizations, using tailored, non-discretionary planning and analytical tools to support client goals.

Michael Barck is a financial advisor with Wells Fargo Clearing in Richmond, VA, holding Series 63 and Series 65 licenses and having 30 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of his advisory role, he serves as a trustee for his mother. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Sheila Freeman is a financial advisor with LPL Financial in Glen Allen, VA, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. Her prior experience includes roles at Virginia Asset Group, Sonabank, Infinex Investments, BB&T Investment Services, and BB&T Asset Management. She also operates Ashpark Financial Group, LLC, a DBA for her LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research, model portfolios, and various technology applications.

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 at Raymond James & Associates with 19 years of industry experience. He holds a Series 66 designation and has worked at firms including Wells Fargo Advisors and Wells Fargo Clearing. Marvel is also the owner of WESTCAP, LLC, an entity that manages business insurance for his branch office. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a broad client base including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Thomas Kirby is a financial advisor at LPL Financial with 26 years of industry experience. He holds the Series 66 designation and has previously worked at Hilltop Independent Network Inc., Stifel, and B.C. Ziegler and Company. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and brokerage services, featuring both discretionary and non-discretionary management supported by research and model portfolios.

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 with LPL Financial holding a Series 66 designation and two years of industry experience. Her prior work includes roles in hospitality and property management, as well as a study abroad program in Florence, Italy. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives, offering a wide range of advisory and brokerage services.