Patricia Rodgers is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for six years before joining Wells Fargo Clearing in 2022. 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 and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

David Stables IV is a financial advisor with Equitable Advisors in Midlothian, VA, holding a Series 66 designation and 16 years of industry experience. He has been with Equitable Advisors since 2009 and previously worked at Axa Advisors, LLC. 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 LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Robert Barnes IV is a financial advisor at Raymond James & Associates with a Series 66 designation. He began his advisory career in 2025 and has prior experience working in various roles outside the financial industry, including positions at Yeti Coolers and Junk Goats Junk Removal. Raymond James & Associates, Inc. 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, institutional investors, and municipal entities, providing financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Alexander Brand is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Wells Fargo Clearing Services, Wells Fargo Bank, and Raymond James Financial Services. Brand serves as a non-profit board member for the Rivergate Homeowner's Association in Richmond, VA. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a broad range of advisory programs, financial planning, and brokerage services utilizing model portfolios, third-party research, and a variety of investment strategies.

John Dragonas is a financial advisor at Mass Mutual Investors Services with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Mass Mutual and its affiliated firms since 2016, previously spending 27 years at MetLife Securities Inc. 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 programs using firm-approved analytical tools within annual collaborative planning relationships.

Douglas Scammell is a financial advisor with Ameriprise in Henrico, VA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Outside of his role at Ameriprise, he owns Benjamin S Page, Inc., where he provides financial advisory services, asset management, and insurance sales. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, delivering tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to provide personalized guidance and emphasizes managed accounts within its product offerings.

Griffin Cottrell is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he worked at Ernst & Young in Richmond for two years. His background also includes roles outside the financial sector and education at the University of Virginia. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Matthew Lang is a financial advisor with Ameriprise Financial Services in Glen Allen, VA, holding a Series 66 designation and five years of industry experience. Prior to joining Ameriprise in 2021, he worked in various roles including positions at UberEats and MassMutual, as well as academic work at Virginia Tech. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendations and ongoing planning advice focused on retirement income, tax-aware withdrawal strategies, and Social Security options.

Karen Cooper is a financial advisor with Edward Jones in Richmond, VA, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she worked at Honeywell and Schneider Electric for a combined total of 27 years. Outside of her advisory role, she has longstanding farmland interests in Stanberry, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering advisory programs with approximately $1.01 trillion in assets under management and a large network of advisors and branch offices nationwide. The firm provides various managed and separately managed account strategies, as well as affiliated mutual funds and tax-efficient services, operating under a fiduciary standard.

Mark Hipes is a financial advisor with Ameriprise in Glen Allen, VA, holding a Series 66 designation and five years of industry experience. He has been with Ameriprise since 2020 and previously worked at Randolph-Macon College from 2015 to 2020. Outside of his advisory role, he serves on the Board of Directors and the President’s Advisory Council for Bluefield College. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, written recommendations through a centralized consulting team, supporting a broad range of advisory, brokerage, and insurance solutions.

Deborah Goodermuth is a financial advisor with Ameriprise in Richmond, VA, holding Series 63 and Series 65 licenses and 27 years of industry experience. She has been with Ameriprise and its related entities since 2015. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, providing detailed written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary advice, primarily for clients with assets held in Ameriprise Managed Accounts.

Amie Garner is a financial advisor at Wells Fargo Advisors with nine years of industry experience. She holds a Series 66 designation and has worked across multiple Wells Fargo entities since 2013. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including retirement, education, risk, and wealth-transfer planning, utilizing proprietary research and tools to develop tailored client recommendations.

Mathieu Godin is a financial advisor with Charles Schwab in Glen Allen, VA, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior experience includes roles at UBS Financial Services, PNC Investments LLC, and Axa Advisors, Llc. He has been with Charles Schwab and Charles Schwab Bank since 2019. Charles Schwab & Co., Inc. serves primarily 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 combines non-discretionary advisory relationships with access to affiliated discretionary SMA portfolios, supported by a centralized operational structure and a range of alternative investment options.

Michael Maggi is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked with Raymond James Financial Services Advisors, Atlantic Union Bank, and Union Bank and Trust since 2015. Maggi serves as a Vice President and Senior Financial Consultant at Atlantic Union Bank and Atlantic Union Financial Consultants, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm emphasizes tailored, non-discretionary consulting using risk profiling and modeling tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Logan Saufley is a financial advisor with Raymond James & Associates in Richmond, VA, holding Series 63 and 66 licenses and bringing 11 years of industry experience. His prior roles include positions at Capitol Securities Management, Wells Fargo Clearing, Wells Fargo Advisors, and Wells Fargo Bank NA. 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, institutional clients, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Steven Mohn is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and has previously worked at Philips and Encompass Health. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Andrew Nixon is a financial advisor with Merrill in Richmond, VA, holding a Series 66 designation and 10 years of industry experience. He has worked at Merrill and Bank of America since 2018 and was previously with BB&T from 2015 to 2017. Merrill, together 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 strategies for individual, high-net-worth, and institutional clients.

Julie Adkins is a financial advisor at Raymond James Financial with 31 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Merrill for 29 years before joining Raymond James in 2022. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Declan O'Connell is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. His prior experience includes roles at Merrill from 2001 to 2017 and SunTrust Advisory Services from 2017 to 2019. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, delivering detailed recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to provide personalized, non-discretionary advice through a centralized consulting team.

Blake Mason is a financial advisor at Equitable Advisors with four years of industry experience. He holds the Series 66 designation. Prior to joining Equitable Advisors in 2022, he worked at the University of Mary Washington and Patrick Henry High School. Equitable Advisors serves a broad range of clients including individuals, high-net-worth families, retirement plans, corporate, charitable, and institutional entities. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, delivering solutions through program sponsors and endorsed managers.