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Nathaniel B

Series 66

Ashland, VA

Edward Jones

Nathaniel Billups is a financial advisor at Edward Jones in Ashland, VA, holding the Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2009. Outside of advising, he owns a personal photography business and is a partner in a real estate partnership developing a commercial building that will house his Edward Jones branch. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm operates nationally with a large network of advisors and branch offices, managing approximately $1.01 trillion in assets.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Noah F

Series 66

Glen Allen, VA

Mass Mutual Investors Services

Noah Fletcher is a financial advisor with Mass Mutual Investors Services in Glen Allen, VA, holding a Series 66 designation and five years of industry experience. His prior roles include positions at J.W. Cole Advisors, Valic Financial Advisors, and MassMutual Life Insurance Company. Outside of his advisory work, he coaches varsity football at Goochland High School and serves as a director for the Goochland Football Foundation, a nonprofit organization focused on community engagement and fundraising. MML Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser affiliated with MassMutual, providing financial planning and asset management services to individuals, business owners, and charitable organizations. The firm emphasizes collaborative, goal-driven planning using firm-approved analytical tools, offering a range of educational and event-driven planning programs.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Andrew J

Series 63, Series 65

Glen Allen, VA

OSAIC

Andrew Joyner is a financial advisor with OSAIC in Glen Allen, VA, holding Series 63 and Series 65 licenses and 14 years of industry experience. His work history includes positions at Old Dominion Asset Management Inc., LPL Financial LLC, and H. Beck Inc. before joining OSAIC. OSAIC Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services, financial planning, and access to multiple investment platforms, utilizing tools such as asset-allocation models and automated rebalancing to manage portfolios across various asset classes.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Whitney H

Series 66

Ruther Glen, VA

Charles Schwab

Whitney Hull is a financial advisor at Charles Schwab with 10 years of industry experience. She holds a Series 66 designation and has worked at several firms including Raymond James and Mutual of Omaha Investor Services. Charles Schwab serves a large client base primarily composed 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and maintains an integrated operational structure that supports a broad range of investment offerings.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
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John D

Series 63, Series 65

Glen Allen, VA

Mass Mutual Investors Services

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.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Hubert R

Series 63, Series 65

Bumpass, VA

Cambridge Investment Research Advisors

Hubert Ramey III is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 28 years of industry experience. Prior to joining Cambridge in 2021, he worked for Lincoln Financial Securities Corporation for seven years. He is also involved with the Rotary Club of Lake Anna, serving as its president. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals. The firm delivers a range of investment solutions across multiple platforms with both proprietary and third-party strategies, incorporating features such as discretionary and non-discretionary management tailored to client objectives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Ashley W

Series 66

Montpelier, VA

Edward Jones

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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Brian P

Series 66

Glen Allen, VA

Mass Mutual Investors Services

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.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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John D

ChFC®, Series 63

Beaverdam, VA

LPL Financial

John Duke is a financial advisor at LPL Financial with 50 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at firms including Hilltop Securities Independent Network and Capitol Securities Management. He also runs the Duke Agency, an insurance agency he has operated since 1993. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a variety of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Colen L

Series 63, Series 65, Series 66

Glen Allen, VA

Mass Mutual Investors Services

Colen La Plante is a financial advisor with Mass Mutual Investors Services and holds Series 63, 65, and 66 designations, bringing 34 years of industry experience. His prior roles include positions at Foreside Fund Services and Principal Funds Distributor. He serves as a board member for the Second Baptist Church Endowment, where he reviews and advises on the investment portfolio. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, and charitable organizations, among others. The firm emphasizes collaborative, goal-oriented planning supported by proprietary software and offers specialized programs such as divorce planning and estate-settlement services.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Angelica S

Series 63, Series 66

Glen Allen, VA

Cetera

Angelica Snyder is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She previously worked at First Investors Corporation and has been with Cetera and its affiliated entities since 2019. Outside of her advisory role, she is co-owner of FirEver Pines LLC, a Christmas tree farm. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services across multiple program platforms and custodial relationships.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Elizabeth T

Series 63, Series 65

Glen Allen, VA

OSAIC

Elizabeth Thompson is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 credentials and with 26 years of industry experience. She has worked at several firms including LPL Financial and CUNA Mutual Group. Thompson is also a sole proprietor insurance agent specializing in life, disability, and long-term care insurance. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs various asset-allocation tools and manages portfolios across multiple investment types, supporting both discretionary and non-discretionary accounts.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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