Jared Troutman is a CFP® professional with nine years of industry experience, currently affiliated with LPL Enterprise. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, Old Dominion Capital Management, Commonwealth Financial Network, and L.M. Kohn & Company. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management programs, combining advisory services with brokerage and insurance product sales through an integrated platform.

Suraj Gideon is a financial advisor at Charles Schwab with 18 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab Bank SSB and Charles Schwab & Co., Inc. since 2023, following 15 years at Wells Fargo Clearing. Charles Schwab & Co., Inc. serves a large client base primarily consisting 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 offers a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, using multi-asset model portfolios and due diligence on alternative investments.

Catherine Danford is a financial advisor at OSAIC with 29 years of industry experience. She holds the CFP® designation along with Series 63 and Series 65 licenses. Her prior experience includes roles at Royal Alliance Associates, Signator Investors, and John Hancock Mutual Life Insurance Co. She also operates an LLC under the name Capitol Financial Solutions and is involved in researching fixed insurance products such as long-term care and life insurance for clients. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers a range of integrated financial services and uses various analytical tools and third-party platforms to construct and manage customized investment portfolios.

Edward Boze IV is a financial advisor with LPL Financial in Henrico, VA, holding Series 65 and Series 63 credentials and having five years of industry experience. Prior to joining LPL Financial in 2025, he worked at StoneX Advisors Inc. and StoneX Securities Inc. from 2021 to 2025. Outside of advising, he is involved in real estate rental activities through entities such as Roundtuit LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Joanne Baker is a financial advisor with Wells Fargo Clearing in Richmond, VA, holding a Series 66 designation and 21 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 primarily to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Carey Parker is a financial advisor at Ameriprise with 27 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Parker is co-owner and director of a business established to manage office space and related expenses for his financial planning practice. Ameriprise provides retirement-income planning services primarily for clients with at least $1 million in investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Mina Saleh is a financial advisor with J.P. Morgan Securities in Henrico, VA, holding Series 63 and Series 65 licenses and four years of industry experience. Her prior roles include positions at Wells Fargo and Qatar National Bank Alahi. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment process.

C Greenwood is a financial advisor at Cambridge Investment Research Advisors with 19 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked with Cambridge since 2011 and its affiliated entities since 2005. Greenwood also serves as a board member for the Fellowship of Christian Athletes Golf Ministry and is a leadership advisory board member for The First Tee of Greater Richmond. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing both proprietary models and third-party strategists across multiple platform arrangements.

James Sheehan is a CFP® professional with 27 years of industry experience, currently serving as an advisor at Charles Schwab in Glen Allen, VA. He previously worked at TD Ameritrade before joining Charles Schwab and Co., Inc. and Charles Schwab Bank in 2022. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment options, comprehensive financial planning, and integrated custody and brokerage services.

Amy Hubbard is a financial advisor with Raymond James & Associates in Richmond, VA, holding a Series 66 credential and four years of industry experience. Prior to joining Raymond James in 2022, she worked at Edward Jones for eight years and was involved with ROW House Books. Outside of her advisory role, she is a partner in a small business, Edwood, LLC. Raymond James & Associates is a large broker-dealer and registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, charitable organizations, and municipal entities, offering financial planning and non-discretionary investment consulting supported by extensive research and multiple portfolio management strategies.

Josiah Worley is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and has previously worked at Rent The Help and in educational roles at Hampden-Sydney College and Benedictine College Preparatory. LPL Financial serves a broad client base including individuals, retirement plans, and institutions, offering financial planning, advisory programs, and brokerage services through a nationwide network of investment adviser representatives. The firm provides both discretionary and non-discretionary management and utilizes research, model portfolios, and advanced technologies across its offerings.

Melvin Mitchell is a financial advisor at Cetera with 11 years of industry experience. He holds the Series 63 and Series 65 credentials. His prior work includes roles at Lyft and Foresters Financial Services. 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 portfolio management, financial planning, and retirement services through a multi-manager platform with over 10,000 advisors managing more than $256 billion in assets.

Alexander Howell is a financial advisor with Equitable Advisors in Richmond, VA, holding a Series 66 designation and one year of industry experience. His prior roles include positions at BlackBox Research and Jones, Swanson, Huddel & Daschbach, as well as academic experience at Villanova University and Islesboro Central School. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through various third-party asset managers. The firm employs a hybrid referral and implementation model, utilizing programs from LPL and other sponsors to tailor services based on client goals, risk tolerance, and time horizon.

Peggy Lawhorne is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has been with LPL Financial since 2006 and previously worked at Claris Financial, LLC. Lawhorne is also a licensed notary public. LPL Financial serves a wide range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations, offering financial planning, advisory programs, and retirement plan consulting through a national network of investment adviser representatives. The firm provides both discretionary and non-discretionary management supported by research and model portfolios from various sources.

Jeremy Johnson is a financial advisor with Equitable Advisors holding a Series 66 designation and has less than one year of industry experience. Prior to joining Equitable Advisors, he worked at Arrabon and spent 16 years at FedEx Express. He also has a background of involvement with Bon Air Baptist Church. Equitable Advisors serves a diverse range of clients including individuals, high-net-worth individuals, retirement plans, corporate, charitable, and institutional entities, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, working extensively with program sponsors and third-party managers to offer advisory and brokerage solutions.

Gregory Raines is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 registrations and has 32 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2011 and has a long history with Travelers Insurance Group and The Commonwealth Group dating back to 1987. Outside of his advisory work, he serves as CEO of GSRC Inc, which provides payroll and benefit services, and holds leadership roles in several insurance and benefits-related businesses. 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, utilizing proprietary models and third-party strategists across multiple platform arrangements.

Kenneth Elkins is a financial advisor with Cambridge Investment Research Advisors in Richmond, VA, holding Series 63 and Series 65 designations and 25 years of industry experience. He has been with Cambridge since 2011. Elkins serves as a board member for the Cooperative Baptist Fellowship Church Benefits Board and volunteers with Christopher Newport University. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, utilizing a range of portfolio management approaches and proprietary model strategies.

Christopher Greear is a financial advisor at Equitable Advisors with 19 years of industry experience. He holds the Series 66 designation and has worked at firms including Ameriprise Financial Services, Inc., Valic Financial Advisors, and Axa Advisors, LLC. Outside of his advisory work, he occasionally supports a local restaurant owned by his family in Richmond, VA, assisting with purchasing and record keeping. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm utilizes a hybrid referral and implementation model, providing both advisory and brokerage/insurance channels to implement client recommendations.

Mark Davis is a financial advisor with LPL Financial in Richmond, VA, holding Series 63 and Series 65 credentials and possessing 33 years of industry experience. He has been with LPL Financial since 2004. Davis has authored a manuscript on the basics of investing, which he is seeking to publish. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers a variety of advisory programs and financial planning services, utilizing model portfolios and research from multiple sources while providing both discretionary and non-discretionary management.

John Harvie is a CFP® professional with 32 years of experience in the financial services industry. He has been with Wells Fargo Advisors since 2020 and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Harvie holds ownership interests in multiple investment-related entities and serves as power of attorney and executor for family investment matters. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with other financial product sales and referral channels.