Hank Strickler is a financial advisor with Truist Advisory Services in Richmond, VA, holding a Series 66 designation and 10 years of industry experience. His career includes roles at Truist Investment Services, Suntrust Investment Services, Bank of America, and Merrill. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager relationships and supported by integrated inter-affiliate platforms and research tools.

Karli Woodcock Tench is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation with two years of industry experience. Prior to joining Davenport, she worked in education and community organizations, including Chesterfield County Public Schools and Brandermill Church. She also has experience at Virginia Commonwealth University. Davenport & Company serves individual and institutional clients, providing asset management, retail brokerage, fixed income, public finance, and investment advisory services. The firm’s advisory division offers separately managed accounts, financial planning, and other advisory programs, supported by dedicated portfolio manager teams and an Investment Policy Committee.

Amanda Quicke is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. She has worked at various Wells Fargo entities since 2009. Amanda is a Series 66 license holder and has partial ownership in an investment-related business, Granite Wealth Management, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options using proprietary research and tools, with services tailored to clients who meet specific net-worth criteria.

John Jones II is a financial advisor with Merrill in Richmond, VA, holding Series 63 and Series 65 designations and 18 years of industry experience. He has worked at Bank of America, N.A. and Merrill for the past 11 years. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Ashley Morris is a CFP® professional with 11 years of industry experience. She currently advises at Edelman Financial Engines and previously worked at Facet Wealth, The Vanguard Group, Inc., and Keatley Wealth Management, LLC. Morris serves as an honorary board member of the JC Morris Family Foundation, a charitable organization providing educational assistance for underserved minors. Edelman Financial Engines offers technology-driven investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, providing diversified portfolios, rebalancing, and both discretionary and non-discretionary management options.

Elizabeth Gillis is a financial advisor at Raymond James & Associates in Richmond, VA, holding a Series 66 designation with three years of industry experience. Prior to joining Raymond James in 2020, she worked for Lakeland Tours DBA WorldStrides for five years. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, serving both retail and institutional clients with a range of advisory and fiduciary solutions.

Lynne Jennings serves as a Wealth Management Senior Relationship Manager at Fidelity Investments. In her current role, she focuses on providing customized services to sophisticated clients, aiming to support their long-term financial well-being through tailored, high-touch relationships. Her professional experience spans over three decades in the financial industry, including positions such as Vice President and Branch Leader at Fidelity Investments from 2016 to 2022, Senior Relationship Manager at Fidelity Investments from 2010 to 2016, and various trading and account management roles at firms including Wachovia Securities First Clearing Corp, GE Financial Capital Brokerage, Wheat First Union Capital Markets, and Branch Cabell and Co. No information regarding her education, credentials, personal interests, or community involvement has been provided.

Maria Komianos is a financial advisor with Merrill in Richmond, VA, holding Series 63 and Series 66 designations and with 13 years of industry experience. She has been with Merrill since 2010. Merrill offers managed account services through the Select Portfolio Solutions program, serving a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates model-based and discretionary investment strategies and operates within the broader Bank of America platform.

Orianna Cool is a financial advisor at Fidelity with 11 years of industry experience. She holds the Series 63 and Series 66 designations and has worked in various roles at Fidelity and other firms since 2014. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative and algorithmic methods and serves several registered investment companies while maintaining formal oversight and governance procedures.

Ann Marie Cerullo is a financial advisor at Cetera with a Series 66 designation and three years of industry experience. She previously worked at Johnston Willis Hospital for 19 years before entering the financial services sector. Cerullo also provides operational support at Virginia Asset Management. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, and access to various third-party managers through a multi-manager platform.

Heather Snead is a financial professional with 13 years of industry experience, currently affiliated with Cetera. She holds a Series 66 designation and has held roles at VAM Partners, Virginia Asset Management, Securian Financial Services Inc., and BB&T Securities. Outside of her advisory duties, she serves as Vice President of Compliance and Business Operations at Virginia Asset Management. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser supporting individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with options including discretionary and non-discretionary portfolio management, financial planning, and access to a variety of third-party managers.

Grayson Harris is a financial advisor at Cetera with Series 66 credentials and less than one year of industry experience. He has held roles at Cetera Wealth Services, Virginia Asset Management, and other affiliated entities since 2025. Outside of his advisory work, he serves as an assistant baseball coach for a local travel sports organization. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, and institutional clients with portfolio management, financial planning, and retirement services. The firm offers a multi-manager platform that includes model portfolios, third-party manager selections, and customized strategies across various program structures.

Jason Williams is a financial advisor with Ameriprise in Mechanicsville, VA, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has worked at Ameriprise since 2018 and previously held roles at Wells Fargo Advisors and Wells Fargo Clearing. Ameriprise offers retirement-income planning services targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Ralph Poling is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo in various capacities since 2009. Outside of his advisory role, he is a silent partner and investor in a local baseball instruction academy in Richmond, VA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates a broad range of investment products, including insurance-related vehicles and bank deposit sweep options.

Laura Ward is a financial advisor at Merrill with a Series 66 designation. She joined Merrill in 2024 and has 11 years of prior experience at Aveanna Healthcare. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, and institutional fiduciaries.

Gil Elmaleh is a financial advisor with Mass Mutual Investors Services, holding Series 63, Series 66, and Series 65 licenses and bringing 33 years of industry experience. He has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2012. In addition to his advisory role, he is involved in individual and group life and health insurance sales. 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, and educational seminars, structuring planning engagements as annual collaborative relationships based on detailed client information and firm-approved analytical tools.

Erin Sutton is a financial advisor at Raymond James & Associates with 20 years of industry experience. She holds a Series 66 designation and has worked previously at Truist Advisory Services, Truist Investment Services, Bb&T Securities, and Scott & Stringfellow. Sutton serves as vice president and board member of the Junior League of Richmond, a nonprofit women's charitable organization. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a broad client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers wrap fee advisory programs and institutional consulting through its Institutional Fiduciary Solutions division.

Christopher Kitchen is a CFP® professional with 14 years of industry experience, currently affiliated with Cetera. He has held advisory roles at Virginia Asset Management since 2016 and has experience with Minnesota Life Insurance Co and Securian Financial Services Inc. In addition to his advisory work, he is an insurance agent selling life, health, disability, annuities, and long-term care products, and is a partner in a private equity investment LLC. Cetera Investment Advisers LLC operates a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to affiliated and third-party managers across various program structures.

Joseph Torrice is a Senior Financial Advisor with Merrill Lynch Wealth Management. He holds multiple professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Joseph earned his Bachelor's Degree from the University of Virginia. His credentials reflect his focus on retirement planning and fiduciary advising within the wealth management sector.

Jennifer Bruno is a financial advisor at Fidelity with a Series 66 designation and six years of industry experience. Her prior roles include positions at Virginia Asset Management and Securian Financial Services Inc. She has been with Fidelity since 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of model portfolios, advisory roles to multiple registered investment companies, and application of algorithmic methods and AI in its research.