Jason Brooks is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63, 65, and 66 licenses and has 17 years of industry experience. His prior work includes roles at Wells Fargo Advisors LLC and First Clearing, LLC. Brooks also serves as a Practice Support Manager for Atlantic Union Financial Consultants, LLC, a role outside of his advisory duties. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains notable capabilities in municipal advisory and specialized retirement plan consulting.

Marc Elim is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Elim has served as past chair of the William and Mary Athletics Foundation Board and is a finance committee member for the Children's Museum of Richmond. 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 advisory process is IPS-driven, grounded in modern portfolio theory, and includes a broader set of financial product offerings than typical institutional advisers.

Benjamin Page is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Page serves on the board of directors for the Springfield Commons Business Owners Association. Ameriprise is an institutional firm that offers a retirement-income planning service tailored to individuals approaching or in retirement, with a focus on clients meeting specific asset thresholds. The firm provides a range of advisory, brokerage, and insurance solutions, utilizing algorithmic tools and research to generate personalized retirement income recommendations.

Jean Darcy is a financial advisor with Mass Mutual Investors Services in Glen Allen, VA, holding Series 63 and Series 65 licenses and possessing 43 years of industry experience. He has been with MML Investors Services and its affiliated entities since 1996. In addition to his advisory role, he is involved in outside insurance sales as an insurance broker specializing in life, health, and fixed annuities. 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, wrap and money-manager programs, and educational seminars.

Gail Warren is a financial advisor with Wells Fargo Clearing in Richmond, VA, holding Series 63 and Series 65 licenses and 45 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven, incorporating modern portfolio theory and offering both discretionary and non-discretionary services, including investment policy statement preparation, investment recommendations, performance reporting, and participant education.

Cheryl Pearson is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Ameriprise and its affiliated entities since 2011. Outside of her advisory role, she is involved with The Grove Foundation, a nonprofit organization supporting a soccer club where she manages various operational and game-day activities. Ameriprise is an institutional firm offering a retirement-income planning service geared toward clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Adam Donohoe is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at MML Investors Services, LLC since 2018 and Mass Mutual Life Insurance Company since 2016. Outside his primary role, he provides financial planning services through Legacy Partners LLC, focusing on retirement, insurance, and investment planning. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, emphasizing collaborative annual engagements and the use of analytical tools to develop client recommendations.

Shawn Thomas Franklin is a financial advisor at Ameriprise with five years of industry experience. He previously worked at Edward Jones and PNC Bank. Outside of his advisory role, he is co-owner of VapeCycle US, an environmental non-profit focused on recycling lithium-ion batteries from disposable vapes. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing advice centered on income sources and tax-aware withdrawal strategies.

Ronald Poindexter is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 and 65 licenses, with 42 years of industry experience. He has worked at LPL Financial since 2018 and previously spent five years at Cetera Advisors LLC. In addition to his advisory role, he is involved with Infinity Financial Partners, an entity connected to his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by proprietary and third-party research and technology.

Marshall Waller is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds the Series 66 designation and previously worked at Bellwether Enterprise Inc for six years. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Michael Thompson is a financial advisor with Mass Mutual Investors Services in Glen Allen, VA, holding Series 63 and Series 65 designations and 24 years of industry experience. He has been with MML Investors Services, Inc. and Mass Mutual Life Insurance Company since 2002. Thompson is also the owner and managing partner of The Collective Wealth Management, LLC, which offers financial advisory and insurance services. Mass Mutual 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 provides comprehensive financial planning, asset management, and educational seminars, using firm-approved tools to deliver tailored recommendations through annual collaborative engagements.

Jonathan Baulsir is a financial advisor with Edward Jones in Ashland, VA, holding a Series 66 designation and 23 years of industry experience. He worked at Franklin Templeton Distributors, Inc. for nine years before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of advisors and branch offices. The firm is noted for its comprehensive service offerings, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and a fiduciary standard in its advisory services.

Michael Marziaz is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds the Series 66 designation and has previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, and First Command Insurance Services, Inc. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory, and brokerage services through a platform that integrates investment adviser representatives with access to model portfolios, third-party asset management programs, and a broad range of financial products.

Timothy Scanlon is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 34 years of industry experience. He previously worked at Lincoln Financial Securities Corporation for seven years before joining Cambridge in 2019. In addition to his advisory role, he serves as vice president of Deep Run Financial, an independent insurance agency. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using multiple portfolio management platforms and both proprietary and third-party investment strategies.

Kimberly Hicks is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. Her prior roles include positions at Commonwealth Retirement Investments, Purshe Kaplan Sterling Investments, and Lincoln Financial Advisors Corporation. Hicks serves as Finance Chair on the executive board of the Randolph Macon Woman's College & Randolph College Alumna Association and is Treasurer for Reveille United Methodist United Women of Faith. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm emphasizes tailored, non-discretionary planning and consulting using analytical tools to model potential outcomes and supports both individual and institutional advisory needs.

Robert Casasnovas is a financial advisor with Cetera, holding Series 63 and Series 66 designations and 36 years of industry experience. He has worked with Cetera since 2019 and was previously with Foresters Advisory Services and Foresters Financial Services. Casasnovas is also the owner of Artisan Insignia LLC, a sport apparel sales business. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of investment management and financial planning services through a multi-manager platform with access to affiliated and third-party money managers.

Brenton Luper is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 credentials. He has nine years of industry experience, including roles at Prudential Insurance Company of America, Wells Fargo Clearing, and Wells Fargo Bank NA. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform combining advisory and brokerage services.

Andrea Brown is a CFP®-certified financial advisor with Edward Jones in Ashland, VA, with 13 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Tyler Finney is a CFP® professional with 13 years of industry experience currently affiliated with LPL Financial. He has held roles at Wells Fargo Advisors and RiverFront Investment Group, LLC. Finney also manages business activities related to entities operating under LPL Financial. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a broad network of investment adviser representatives. The firm offers a wide range of advisory programs, including discretionary and non-discretionary management, supported by proprietary and third-party research and technology.

Sean Dugan is a financial advisor at Edward Jones in Richmond, VA, holding the ChFC® designation and Series 66 license with 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he owns and manages a rental property in Tallahassee, FL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of more than 23,700 advisors and 15,100 offices nationwide.