Tony Gomer is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and beginning his advisory career in 2025. Prior to entering the financial industry, he served in the United States Navy and held various roles including positions at Acuity International and the City of Havelock. Outside of his advisory work, he is an owner and partner of Sentinel Capital LLC, a real estate and property management firm. MassMutual 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, wrap and money-manager programs, and educational seminars.

Bernice Murff is a financial advisor at Raymond James & Associates with 29 years of experience in the industry. Her prior roles include positions at Truist Advisory Services, Truist Investment Services, INC., and BB&T Securities. She serves as a finance advisor for the Alpha Gamma Delta Theta Zeta Chapter, a social fraternity at Randolph-Macon College, of which she is an alumna. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, providing financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and in-house research.

Amarinder Saini is a Planning Consultant at Fidelity Investments, where he collaborates with clients to address their financial needs and develop comprehensive financial plans aligned with their goals and values. Since joining Fidelity Investments in 2021, he has held multiple roles, including Planning Consultant, Relationship Manager, and Investment Solutions Representative. Prior to his current position, Amarinder gained experience in client services across various financial institutions, including TD Ameritrade, RBC Wealth Management, and BB&T Scott & Stringfellow LLC. His professional background spans from 2012 to the present, focusing on supporting client financial objectives. Outside of his professional duties, Amarinder enjoys cooking and baking, spending time with pets, traveling, and practicing yoga.

Eric Van Der Hyde is a financial advisor with Raymond James Financial, holding CFP® and ChFC® designations and 17 years of industry experience. He has worked at Northwestern Mutual and currently owns and manages Concentric Wealth Partners, where he is involved in operations and client relations. Van Der Hyde serves as a family member director at Perdue Farms, Inc., and volunteers as treasurer on the Endowment Committee of St. Stephen's Episcopal Church in Richmond, VA. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses detailed risk profiling and modeling tools to tailor recommendations and supports municipal advisory services and specialized retirement plan consulting.

Christopher Brown is a financial advisor at Raymond James & Associates in Richmond, VA, holding a Series 66 license with two years of industry experience. Prior to joining Raymond James, he served in the U.S. Navy for ten years. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and public entities, offering financial planning and investment consulting services through a range of portfolio management styles and affiliated research.

Benjamin Sillmon III is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2013. He holds partial ownership in River Hills Wealth Management LLC and full ownership of Sillmon Wealth Management, LLC. Sillmon is also active in nonprofit governance, serving on the endowment committee of the Winfree Foundation for the Future and on the board of trustees for the Everbless Foundation. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser delivering investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad menu of planning services and integrates advisory offerings with multiple financial products and referral channels.

Roger Shawn III is a Certified Financial Planner (CFP®) with 24 years of experience in the financial services industry. He has worked with Raymond James & Associates since 2017 and previously spent eight years at Capitol Securities. Outside of his advisory role, he manages a small portfolio of rental real estate holdings through property management companies. Raymond James & Associates, Inc. is a large firm serving a wide range of clients, including high-net-worth individuals, institutions, and municipal entities. The firm provides financial planning and non-discretionary investment consulting supported by extensive research, multiple portfolio management styles, and municipal advisory services.

Laura Yox is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones in Richmond, VA. She has been with Edward Jones since 2017 and previously worked at Chesterfield County Public Schools. Yox serves as a board member of the Goochland Chamber of Commerce. Edward Jones is a full-service wealth management firm that serves both individual and institutional clients, offering a range of investment advisory programs and managing approximately $1.01 trillion in assets through a nationwide network of financial advisors.

Charles Hammond Jr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Cambridge since 2012. Outside of his advisory role, Hammond is a co-founder of The 401k Study Group, a nationwide organization focused on collaboration and education within the qualified retirement plan industry. Cambridge Investment Research Advisors serves a diverse client base including individuals across wealth levels, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, providing a mix of discretionary and non-discretionary investment solutions across multiple custody platforms.

Tyler Sorensen is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, he held roles at SunTrust Advisory Services, SunTrust Bank, and SunTrust Investment Services. Outside of his advisory work, Sorensen is involved in managing a rental property business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Garrett Maged is a financial advisor with Charles Schwab, holding Series 63 and Series 65 credentials and five years of industry experience. His prior roles include positions at Fidelity Investments, Rocket Mortgage, and Cambridge Investment Research. He is based in Glen Allen, VA. 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 offers a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios supported by centralized supervisory and custody arrangements.

Alexander Thompson is a financial advisor at Cambridge Investment Research Advisors with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Endeavor Capital, LLC and Commonwealth Commercial. Thompson is involved in independent insurance agency work and operates a tax services business. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services. The firm offers a variety of investment solutions through a network of independent professionals, utilizing both proprietary and third-party strategies across multiple platform arrangements.

Robert Braden is a financial advisor with Wells Fargo Clearing in Mechanicsville, VA, holding a Series 66 designation and 21 years of industry experience. He previously worked at LPL Financial from 2010 to 2018 before joining Wells Fargo Clearing. Outside of his advisory role, he owns and operates DryMedic, a fire, water, mold cleanup, and restoration business. 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 advice. The firm’s advisory process is IPS-driven and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Joshua Schaff is a financial advisor at Charles Schwab with Series 66 credentials and one year of industry experience. He previously worked at UBS Financial Services, Inc. and The Hobbs Group P.A. before joining Schwab. Charles Schwab & Co., Inc. 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 affiliated discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and operational structure.

Holly Stallworth is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a CFP® designation and Series 63 and 65 licenses. She has 25 years of industry experience and has worked at firms including Atlantic Union Bank and Union Investment Services. She serves as Treasurer and Executive Board Member for the Ronald McDonald House Charities in Richmond. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advice supported by analytical tools and has specialized programs for municipal finance and SIMPLE IRA employer advisory services.

Gerardo Guzman Jr. is a financial professional with five years of industry experience, currently associated with Wells Fargo Clearing. He holds the Series 66 and Series 63 designations. His work history includes roles at US Tech Solutions, Target Co., Geek Squad Inc., Best Buy Co., El Vaquero Western Wear, and the University of North Carolina at Charlotte. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party databases.

Tania Lounsbury is a financial advisor at Charles Schwab with 11 years of industry experience. She holds the Series 66 designation and previously worked at TDAmeritrade, Inc. for 10 years before joining Charles Schwab. Charles Schwab serves a large client base that primarily includes 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 both non-discretionary and discretionary investment solutions, utilizing multi-asset model portfolios and a centralized operational structure.

Ricky Robertson is a financial advisor with Cambridge Investment Research Advisors in Richmond, VA, holding a Series 66 designation and over 26 years of industry experience. His prior roles include positions at 1st Global Insurance Services, 1st Global Advisors, and 1st Global Capital Corp. He is also an owner and CPA at Joyner Kirkham Keel & Robertson Pc. 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 broad network of independent professionals employing a range of portfolio management and model-based strategies.

Joel Stiff is a financial advisor with Wells Fargo Advisors in Richmond, VA, holding a Series 66 credential and bringing 16 years of industry experience. He has been with Wells Fargo Advisors and affiliated entities since 2012. Outside of his advisory role, he owns ACME Gamer Ventures LLC, a business in Richmond. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services for clients meeting a net-worth threshold, using Wells Fargo research and tools to develop tailored recommendations delivered through meetings and written summaries.

Ryan Powell is a financial advisor with Equitable Advisors in Richmond, VA. He holds a Series 66 designation and has recently begun his career in the financial services industry. Outside of finance, he has experience as a USA Hockey official. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives, utilizing a combination of proprietary programs and third-party asset managers.