Samuel Sager is a Series 66-licensed financial advisor at Equitable Advisors with two years of industry experience. Prior to joining Equitable Advisors, he held positions at DoorDash and ABC Supply Co, and he has experience working in educational and community organizations. Equitable Advisors serves individual and institutional clients, providing financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party models and offers a range of investment options including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Ron Hudgins is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he spent 29 years with Kyanite Mining Corporation. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides personalized recommendation reports and ongoing tax-aware withdrawal strategies.

Jason Brooks is a financial advisor with Raymond James Financial, holding Series 63, Series 65, and Series 66 credentials and 18 years of industry experience. His prior roles include positions at Wells Fargo Advisors, First Clearing, and Atlantic Union Bank. Brooks also serves as Practice Support Manager at Atlantic Union Financial Consultants, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored non-discretionary planning and consulting using risk profiling and modeling tools, and it supports a broad advisor network with specialized services including municipal and employer advisory programs.

Marc Elim is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Dw Inc. and A. G. Edwards & Sons, Inc. Elim serves on the William and Mary Athletics Foundation Board and is involved with the Children's Museum of Richmond's finance committee. 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 manages approximately $671 billion in assets with over 14,000 advisors, offering both brokerage and advisory solutions supported by research and analytics.

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 at Wells Fargo Clearing with 45 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, previously with A. G. Edwards & Sons, Inc. from 2005 to 2008. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, retirement plan consulting, and brokerage solutions to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and supports a large network of financial advisors.

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 based in Ashland, VA. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has 42 years of industry experience. Prior to joining LPL Financial in 2018, he worked at Cetera Advisors LLC and has been affiliated with Infinity Financial Partners since 2000, where he is also involved in insurance sales. 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.

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.

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 holding Series 63 and Series 65 credentials and nine years of industry experience. His prior work includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, and Wells Fargo Clearing. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and other entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

Michael Ackerman is a Series 66-licensed financial advisor with MassMutual Investors Services. He has prior experience at Royal Bank of Canada Wealth Management and has held various roles at the University of South Carolina. Outside of financial services, he has been involved with Sunshine Ridge Winery and the Robert Trent Jones Golf Club. MassMutual 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, and educational seminars, using collaborative, software-assisted analyses to develop written recommendations tailored to client goals.

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.