Gregory Moore is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with LPL Financial since 2009. Moore operates two consulting DBAs, Alexander Consulting Group and Synergy Wealth Group, both based in Midlothian, VA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services supported by model portfolios, third-party subadvisors, and advanced technology applications.

William Saunders is a CFP® with 26 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2011. He also has a long-standing role with Equity Concepts dating back to 2003. Outside of his advisory work, Saunders serves as a commissioner for the RVA9 Golf League and is a board member of the Virginia State Golf Association. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals across wealth segments, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, employing both proprietary and third-party strategies with customizable discretionary and non-discretionary options.

Ernest Davidson Jr. is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Advisors Corporation for 32 years. He also serves as a wealth advisor with Capitol Financial Solutions. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and various advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party resources to manage portfolios across multiple asset classes.

Susan Craigie is a financial advisor with Raymond James & Associates in Richmond, VA, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. She has been with Raymond James & Associates since 2013. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting supported by a range of portfolio management styles, affiliated research, and municipal advisory services.

Robert Thompson is a financial advisor with Charles Schwab, holding a Series 66 designation and 18 years of industry experience. He has been with Charles Schwab Bank, SSB and Charles Schwab since 2011. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals primarily 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, delivering investment guidance through multi-asset model portfolios and due diligence on alternative investments.

Brantley Hathaway is a financial advisor with Raymond James & Associates in Richmond, VA, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Truist Advisory Services, Truist Investment Services, and BB&T Securities. He serves as a board member for St. Joseph's Villa, a nonprofit organization focused on connecting families with educational and community resources. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and nonprofit entities, offering personalized financial planning and consulting services that typically follow a non-discretionary model.

Destiny Holmes is a Planning Consultant at Fidelity Investments, a role she has held since 2024. She collaborates with clients to understand their financial goals and preferences, working alongside them to build tailored financial plans aimed at pursuing those goals. Destiny's professional experience at Fidelity Investments spans several roles, including Relationship Manager from 2022 to 2024 and Financial Representative from 2021 to 2022. This progression reflects her growing expertise in client relationship management and financial planning. Outside of her professional work, Destiny has interests in beach activities, cooking and baking, fitness, pets, softball, and traveling.

Roger Turner is a financial advisor with Wells Fargo Advisors, holding Series 63, 65, and 66 licenses and bringing 23 years of industry experience. He has been with Wells Fargo Clearing since 2016 and joined Wells Fargo Advisors Financial Network in 2026. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and fee-based financial planning services. The firm uses proprietary research and planning tools to deliver tailored recommendations across various financial planning areas, including niche services such as business-owner transition and special-needs planning.

Louis Belinkie is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with Mass Mutual Investors Services since 1984 and has worked with MassMutual Life Insurance Company since 1981. Outside of his advisory role, he is also an agent involved in individual and group life and health insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, money-manager programs, and educational seminars with an emphasis on collaborative, goal-based planning.

Chad Lehr is a financial advisor at Cetera with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked with MML Investor Services, LLC and Massachusetts Mutual Life Insurance Co. Outside of his advisory role, he manages the website ChadLehr.com for his Cetera business and maintains renewals on existing life, health, disability, and long-term care insurance policies. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with access to both affiliated and third-party investment options.

George Hamby is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior roles include positions at Momentum Independent Network Inc. and Capital Securities Management, Inc. He is involved with Highland Partners Financial Services, an entity associated with his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations through a national network of advisors, offering a range of financial planning, advisory programs, and brokerage services.

Robert Morris is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and 28 years of industry experience. Prior to joining Raymond James in 2021, he worked at Truist Advisory Services and Bb&T Securities. He is a member of the West Richmond Businessmens Association, a local social and networking group for business professionals. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and charitable organizations. The firm offers customized financial planning and non-discretionary investment consulting, drawing on a range of portfolio management styles and affiliated research.

Byron Shea is a financial advisor at Ameriprise with three years of industry experience. He holds the Series 66 designation and previously worked at Verizon Wireless and Sherwin Williams. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Michael Morelock is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with LPL Financial since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party research, and various technology-driven investment strategies.

Christine Lovell is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 registrations and bringing 29 years of industry experience. She has been with Wells Fargo Clearing and related entities since 2014. Outside of her advisory role, she has ownership interests in two food-related businesses in Virginia: a food cart called Poppa'Z Lunchbox and a retail store named Poppa's Mini Mart. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services supported by proprietary research and tools, catering primarily to clients meeting a net-worth threshold.

Kendall Benner is a CFP® professional with two years of industry experience currently affiliated with Raymond James Financial. Benner has held roles at various entities including Concentric Wealth Partners and Raymond James Financial Services Advisors, Inc. Outside of advisory work, Benner is involved with Concentric Wealth Partners, a support company based in Glen Allen, VA. 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, and institutional entities. The firm employs analytical tools such as risk profiling and probability modeling to tailor non-discretionary planning and consulting to client goals.

Austin Pierce is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. His prior experience includes roles at Anchor Insurance Group, Virginia Tech Rec Sports, and CRH Catering. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a wide range of advisory programs, investment strategies, and affiliated financial services through a large network of advisors and branch offices nationwide.

Mary Lorenzi is a financial advisor at Raymond James & Associates with 11 years of industry experience. She holds a Series 66 designation and has previously worked at Carter Terry & Co Inc and was involved with Hot Yoga MV. Outside of advisory work, she is the owner of a rental real estate property managed by a third party. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a wide range of clients, including high-net-worth individuals, institutions, and municipal entities. The firm offers tailored financial planning and consulting services, supported by extensive research and a variety of portfolio management options.

Geoffrey Barnhouse is a financial advisor with Ameriprise in Richmond, VA, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise, he worked at Ricoh US for eleven years and has experience in other roles including at Peter Blair Accessories and Virginia Commonwealth University. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that provides detailed recommendation reports and ongoing advice focused on income stability and tax-efficient withdrawal strategies.

Weslie Green Mineart is a financial advisor with Ameriprise in Richmond, VA, holding Series 63 and Series 65 licenses and 16 years of industry experience. She has been with Ameriprise and its affiliated entities since 2012. Outside of her advisory role, she owns a business called The Lady Gang and serves on the Board of Directors for the Central Virginia Financial Planning Association as Forum Committee Chair. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.