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 licenses and bringing 34 years of industry experience. His career includes long-term tenures at Prudential Insurance Company of America and Pruco Securities, LLC, along with prior work at Morgan Keegan & Company, LLC. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base that includes individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, third-party asset manager access, and participation in the Model Wealth Portfolios wrap program.

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 Certified Financial Planner (CFP®) with 23 years of experience in the financial services industry. He has been with Wells Fargo Advisors since 2018 and previously worked at Wells Fargo Clearing and Edward Jones. Meyer is involved in wealth management through multiple related business activities in the Richmond, VA area. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations, with flexible implementation options 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.

Shawn White is a financial advisor with LPL Financial in Richmond, VA, holding Series 63 and Series 65 designations and bringing 17 years of industry experience. Prior to joining LPL Financial in 2018, he worked for Sagepoint Financial, Inc. for nine years. 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.

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 who holds Series 63 and Series 65 designations and has 16 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, third-party asset manager access, and an affiliated insurance agency.

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 bringing 31 years of industry experience. His prior work includes seven years at Advest, Inc. Outside of his advisory role, he serves as a trustee for his mother. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a broad range of investment advisory and financial planning services, drawing on research and analytics to support diversified portfolio management.

Sheila Freeman is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Her prior roles include positions at Virginia Asset Group, Sonabank, Infinex Investments, and BB&T Investment Services. Freeman is also involved with Ashpark Financial Group, LLC, an entity related to her LPL business activities. 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 and access to model portfolios and third-party asset management, supported by a large network of investment adviser representatives.

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 the Series 66 designation and has worked previously at Wells Fargo Clearing and Data Organization. Marvel is also the owner of WESTCAP, LLC, an entity that manages business insurance for his branch office. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutions, and nonprofits, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

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 previously worked at Ameriprise Advisor Services from 2006 to 2008 and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm combines brokerage and advisory solutions, leveraging research and analytics to support diversified investment management.

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.