Ro Derrick Branch is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 credentials and two years of industry experience. Prior to joining Wells Fargo Clearing in 2023, he worked at Wells Fargo Bank, N.A. since 2018. He also has experience in the hospitality industry with roles at Paradise Springs Winery and English House. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets, provides both brokerage and advisory solutions, and supports retirement plans with a range of consulting, investment selection, and participant education services.

Casey Warcewicz is a Wealth Management Advisor with Merrill Lynch Wealth Management. He takes a consultative and objective approach to wealth management, focusing on understanding each client's complete financial position to deliver appropriate investment planning recommendations. His work emphasizes aligning client goals and objectives with asset allocation, risk tolerance, and tax and estate-planning considerations through carefully prepared and thoroughly analyzed wealth management plans. Casey’s areas of expertise include executive compensation, legacy planning, personal retirement planning, philanthropic planning, portfolio management services, sports and entertainment, tax minimization, and retirement income. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor’s Degree from the University of New Hampshire and a Master’s Degree from Northeastern University. Outside of his professional work, Casey’s personal interests include cooking, football, golfing, reading, and traveling.

Erich Pickelhaupt is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC and Wells Fargo Bank NA. 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 solutions. The firm’s approach 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.

Michael White Jr. is a financial advisor at Cetera with eight years of industry experience. He holds a Series 66 designation and has worked at Virginia Asset Management, Securian Financial Services, and Minnesota Life Insurance Co. Outside of his advisory work, he serves as a volunteer officer at the Virginia Military Institute and works as a consultant for Timmons Group. Cetera Investment Advisers LLC serves individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers. The firm supports a range of program structures with over $256 billion in assets under management and a network of more than 10,000 advisors.

Shannon Roth is a financial advisor with Wells Fargo Clearing in Richmond, VA, holding a Series 63 designation and 17 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2013 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Charles Kerr IV is a financial advisor with Cambridge Investment Research Advisors in Richmond, VA, holding Series 63 and Series 65 designations and 28 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research Inc. since 2013. Kerr is also an owning partner and agent at Financial Planning Alternatives, where he sells life, long-term care, fixed annuity, and disability products through various independent insurance companies. Cambridge Investment Research Advisors is an SEC-registered firm serving individuals, retirement plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals using various portfolio management strategies and platform arrangements.

Matthew Spradlin is a CFP® professional with 22 years of industry experience. He is currently affiliated with Raymond James Financial Services Advisors, having joined the firm in 2026. Prior to this, he worked at Steward Partners Investment Solutions and Bank of America. Outside of his advisory role, he is also licensed to install non-variable insurance products. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers tailored, typically non-discretionary advisory services supported by extensive institutional resources and a focus on municipal and public finance activities.

Rebecca Hollis is a financial advisor with LPL Financial in Richmond, VA, holding a Series 66 designation and having four years of industry experience. She previously worked at Colonial River Investments, LLC, and Fidelity National Title Insurance Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a broad range of advisory programs and services, including financial planning, retirement plan consulting, and model portfolio management.

Blake Gordon is a financial advisor with Raymond James & Associates in Richmond, VA, holding a Series 66 designation and 25 years of industry experience. He previously worked at Capitol Securities for eight years before joining Raymond James in 2017. Outside of advisory work, he owns two rental properties in Virginia. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses through its Wealth Advisory Services Program and maintains specialized capabilities in public finance and institutional consulting.

Conner Forster is a financial advisor at Merrill in Richmond, VA, holding a Series 66 credential with less than one year of industry experience. Prior to joining Merrill, he held roles at Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company. He is also involved as a general partner and managing member of Forster Enterprises LLC, a holding company. 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 wide range of clients including individuals, high-net-worth investors, pension plans, and charitable organizations.

Christopher Davis is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their financial goals and develop strategies to pursue those objectives. His services encompass general investing, retirement planning, and risk management for unforeseen events, among other financial needs. He also provides access to specialists for banking, credit, home financing, and small business solutions. Davis focuses on managing new wealth, personal retirement planning, and retirement income. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Longwood University. He is also a member of the Rugby Referee Society of Virginia. Beyond his professional activities, Davis serves on the boards of Longwood University's College of Business and Economics and the Todd Davis Miller Memorial Scholarship. His personal interests include biking, camping, football, hiking, refereeing, soccer, spending time with family, and watching movies.

Diane Yhlen is a financial advisor at Merrill with 24 years of industry experience. She has held her current position since 2009 and holds Series 63 and Series 65 designations. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Mathew Remington is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2019, following five years at PMA USA. Outside of his advisory role, he serves as assistant treasurer and backup check signer for James River Community Church in Midlothian, VA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages over $1 trillion in assets and supports its services through a nationwide network of more than 23,000 financial advisors.

Robyn Moorhead is a financial advisor at Osaic with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Osaic since 2024. Previously, she spent over a decade with Securities America Advisors and Securities America, as well as a long tenure with Commercial Union. She is involved in mentoring her son in life and fixed annuity licensing. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary account management across multiple investment platforms.

John Lambert is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His career includes roles at Wells Fargo Advisors LLC and Wachovia Bank, N.A., with over two decades at the latter. He also has a long tenure with Alltel. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader range of financial products—including insurance-related vehicles and bank deposit sweep options—than is typical for large institutional advisers.

Patricia Brock is a financial advisor with Edward Jones in Midlothian, VA. She holds Series 63 and Series 65 registrations and has 27 years of industry experience, including 20 years at Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets under management through a network of approximately 23,701 financial advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Julia Friske is a financial advisor at Cetera with two years of industry experience. She holds a Series 66 designation and has worked at Cetera and Cetera Wealth Services since 2024. Outside of her advisory role, she is involved in fixed insurance sales and operates a commission-based brokerage business through North Star Resource Group. Cetera Investment Advisers LLC serves a broad client base, including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party and affiliated money managers.

Tiffany Lucas is a financial advisor at Fidelity with 17 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Lucas has worked at Fidelity and its affiliated entities since 2010, including roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and offers model portfolios through intermediary platforms.

David Hawkins is a financial advisor with Morgan Stanley in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Morgan Stanley since 2010, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, employing investment estimates and simulations to model outcomes.

Christopher Abbott is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in managing new wealth, personal retirement planning, portfolio management services, special needs planning strategies, and retirement income. Christopher began his career at Bank of America in 1995 as a Management Associate, where he managed large banking centers and loan processing teams. In 2003, he transitioned to the wealth management division of the firm and earned his Portfolio Manager designation in 2015. As a Portfolio Manager, he manages personalized or defined investment strategies on a discretionary basis, utilizing a range of assets including individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. He holds a Bachelor of Science degree in Business Administration from Old Dominion University, where he was a member of the International Honor Society in Finance. Christopher has served on the boards of the American Heart Association (Norfolk), the Alzheimer’s Association (Tidewater), and Read to Them (Richmond). He resides in Richmond, Virginia with his wife and two daughters.