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 in Richmond, VA, holding a Series 66 designation with four years of industry experience. Prior to joining Equitable Advisors in 2022, he spent time at the University of Mary Washington and Patrick Henry High School. Equitable Advisors serves individual clients across various wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, offering financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a range of advisory models implemented through third-party managers and LPL-sponsored programs, focusing on personalized risk assessment and tailored investment solutions.

Pamela Senfield is a Series 66-registered financial advisor with Ameriprise in Ashland, VA, and has three years of industry experience. Before joining Ameriprise in 2022, she worked at The Carmel School and the Perian Spring Foundation Inc. Senfield is also the owner of Quest to Be Your Best, providing life, career, and wellness coaching, and works as an independent contractor with Mindstrong Fitness, focusing on health and fitness coaching. Ameriprise is an institutional firm that offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement income recommendations, supplemented by a broad range of advisory, brokerage, and insurance solutions.

Glenn Rikkola is a CFP®-certified financial advisor with 19 years of industry experience, currently practicing at LPL Enterprise. He has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a comprehensive platform combining advisory and brokerage services, leveraging model portfolios, third-party asset management, and a range of financial products.

Ashley Williams is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, Williams worked for Henrico County Public Schools for 14 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Montel White is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 credential and has previously worked at Fidelity Investments, LPL, and TD Ameritrade. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Matthew Mckenna is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked with Equitable Advisors since 2007, including its predecessor AXA Advisors. Outside of his advisory role, he serves as Director of the Warren Mckenna Foundation, a nonprofit organization that organizes an annual charity golf tournament, and participates on the Saint Bridget Athletic Board to support student access to sports. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm employs a network of Investment Adviser Representatives and uses a variety of third-party asset managers and advisory programs to implement client investment strategies.

Paul Sakellariou is a financial advisor at Ameriprise with 22 years of industry experience. He has held roles at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of his advisory work, he serves on the Board of Directors and as Treasurer for the Rutland Foundation and is involved in sports card investing. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Stephen Page is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds the Series 63 and Series 65 designations and has been with Wells Fargo in various roles since 2012. Outside of his advisory work, he has participated in local commercial media activities related to a hospital patroned by his spouse and has worked as a part-time driver for a local economic empowerment initiative. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a range of financial products including insurance-related vehicles and bank deposit sweep options.

Mark Puccinelli Sr. is a financial advisor with Osaic Wealth, Inc. He holds the ChFC® designation and the Series 63 license, and has 30 years of industry experience. Prior to joining Osaic in 2025, he spent 12 years at Lincoln Financial Securities Corporation. He is also involved with Chartered Financial Planning Associates, Ltd., where he offers accident, health, disability insurance, fixed/indexed annuities, and traditional life insurance products. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors, offering brokerage, investment advisory services, financial planning, and retirement plan consulting through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios across various asset classes and supports both discretionary and non-discretionary accounts.

Taylor Beard is a financial advisor with LPL Financial in Glen Allen, VA, holding a Series 66 designation and 18 years of industry experience. Prior to joining LPL Financial in 2019, he worked at Merrill and Bank of America, N.A. from 2015 to 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management strategies supported by proprietary and third-party research.

Stephen Spraker is a financial advisor with Raymond James & Associates in Richmond, VA, holding a Series 66 designation and 25 years of industry experience. His prior work includes roles at Scott & Stringfellow and Truist Investment Services. He also has a concurrent affiliation with Collegiate School. 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 a range of financial planning and advisory services supported by extensive research and multiple portfolio management styles.

Ryan Klimek is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Securities America Advisors and Next Financial Group Inc. Klimek is also involved in insurance sales and services for fixed insurance products, including life, health, disability, long-term care, and annuities. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party managers to construct portfolios across various asset classes.

Brian Pulsifer is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and two years of industry experience. His prior work includes roles at CarMax, HG Design Studio, and Timmons Group. 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 financial planning, asset management, and educational seminars, focusing on collaborative, goal-based planning using firm-approved software tools.