Roger Shawn III is a Certified Financial Planner (CFP®) with 24 years of experience in the financial services industry. He has worked with Raymond James & Associates since 2017 and previously spent eight years at Capitol Securities. Outside of his advisory role, he manages a small portfolio of rental real estate holdings through property management companies. Raymond James & Associates, Inc. is a large firm serving a wide range of clients, including high-net-worth individuals, institutions, and municipal entities. The firm provides financial planning and non-discretionary investment consulting supported by extensive research, multiple portfolio management styles, and municipal advisory services.

Laura Yox is a CFP® and Series 66-registered financial advisor with Edward Jones in Richmond, VA, bringing nine years of industry experience. She has held advisory roles at Edward Jones since 2004 with a break during which she worked in education and retail. Yox serves as a board member for the Goochland Chamber of Commerce. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates through a large network of advisors and branch offices nationwide.

Charles Hammond Jr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Cambridge since 2012. Outside of his advisory role, Hammond is a co-founder of The 401k Study Group, a nationwide organization focused on collaboration and education within the qualified retirement plan industry. Cambridge Investment Research Advisors serves a diverse client base including individuals across wealth levels, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, providing a mix of discretionary and non-discretionary investment solutions across multiple custody platforms.

Tyler Sorensen is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, he held roles at SunTrust Advisory Services, SunTrust Bank, and SunTrust Investment Services. Outside of his advisory work, Sorensen is involved in managing a rental property business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Garrett Maged is a financial advisor with Charles Schwab, holding Series 63 and Series 65 credentials and five years of industry experience. His prior roles include positions at Fidelity Investments, Rocket Mortgage, and Cambridge Investment Research. He is based in Glen Allen, VA. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios supported by centralized supervisory and custody arrangements.

Alexander Thompson is a financial advisor at Cambridge Investment Research Advisors with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Endeavor Capital, LLC and Commonwealth Commercial. Thompson is involved in independent insurance agency work and operates a tax services business. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services. The firm offers a variety of investment solutions through a network of independent professionals, utilizing both proprietary and third-party strategies across multiple platform arrangements.

Robert Braden is a financial advisor with Wells Fargo Clearing in Mechanicsville, VA, holding a Series 66 designation and 21 years of industry experience. He previously worked at LPL Financial from 2010 to 2018 before joining Wells Fargo Clearing. Outside of his advisory role, he owns and operates DryMedic, a fire, water, mold cleanup, and restoration business. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Joshua Schaff is a financial advisor at Charles Schwab with Series 66 credentials and one year of industry experience. He previously worked at UBS Financial Services, Inc. and The Hobbs Group P.A. before joining Schwab. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals 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 and offers a multi-asset investment approach supported by centralized custody and operational structure.

Holly Stallworth is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a CFP® designation and Series 63 and 65 licenses. She has 25 years of industry experience and has worked at firms including Atlantic Union Bank and Union Investment Services. She serves as Treasurer and Executive Board Member for the Ronald McDonald House Charities in Richmond. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advice supported by analytical tools and has specialized programs for municipal finance and SIMPLE IRA employer advisory services.

Gerardo Guzman Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and five years of industry experience. His prior work includes roles at US Tech Solutions and Target Co., among others. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm offers a broad range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Joel Stiff is a financial advisor with Wells Fargo Advisors in Richmond, VA, holding a Series 66 credential and bringing 16 years of industry experience. He has been with Wells Fargo Advisors and affiliated entities since 2012. Outside of his advisory role, he owns ACME Gamer Ventures LLC, a business in Richmond. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services for clients meeting a net-worth threshold, using Wells Fargo research and tools to develop tailored recommendations delivered through meetings and written summaries.

Peter Switzer is a financial advisor with Equitable Advisors in Richmond, VA, holding Series 63 and Series 66 licenses and nine years of industry experience. He has been with Equitable Advisors since 2017 and previously worked at AXA Advisors LLC and Fastsigns. He also operates a business called Community Financial Group. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management services. The firm utilizes both proprietary and third-party programs and offers advice across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Jason Koptish is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. since 2013. He is also the CEO and owner of Mainsail Wealth Advisors, LLC, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning and consulting, using analytical tools to align recommendations with client goals.

Howard Disavino Jr. is a financial advisor with Mass Mutual Investors Services in Glen Allen, VA, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has been with MassMutual and its affiliated firms since 1994. Outside of financial advising, he is involved in several ventures including ownership of a brewery and an arena racing team. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements utilizing software tools and provides educational seminars alongside various investment programs.

Roger Kasch is a financial advisor at Ameriprise with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameriprise and its affiliated entities since 2005. Kasch is a co-owner of Kasch, Levitch, McAleer & Associates and serves on the board of The Rita Patricia Ball Foundation. Ameriprise provides retirement-income planning services primarily for clients with significant 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.

Leonard Levitch is a financial advisor at Ameriprise with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameriprise and its affiliated firms since 2005. Outside of his advisory role, he operates a financial planning practice through LDL, LLC. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Dean Hardy is a financial advisor at Mass Mutual Investors Services with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with MML Investors Services, Inc. and Mass Mutual since 1999. Hardy is a partner in Hardy Disavino LLC, through which he manages business expenses. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved software and structured annual planning engagements.

Sarah Kyle is a financial advisor with Wells Fargo Advisors in Richmond, VA, holding a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo Advisors in 2026, she worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. Sarah served in the United States Peace Corps and has also held positions at Amazon and Banfield Pet Hospital. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients with comprehensive financial planning and investment services. The firm offers a broad planning menu and integrates advisory services with other financial products and referral channels.

Jessica Hamby is a financial advisor with LPL Financial in Glen Allen, VA, holding Series 63, 65, and 66 designations and 14 years of industry experience. Her prior roles include positions at Capitol Securities Management, Hilltop Securities Independent Network Inc., and her own consulting firm, Oyster Consulting LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services through a large network of investment adviser representatives, utilizing various portfolio strategies and operational tools.

Kyle Macdonald is a Series 66-licensed financial advisor at Fidelity with two years of industry experience. Prior to joining Fidelity, he worked at Merrimack Valley Credit Union and has experience outside finance including roles at Dunkin Donuts. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base and manages model portfolios through systematic methodologies and oversight of affiliated and unaffiliated sub-advisers.