Gregory Gulling is a financial advisor with LPL Financial, holding Series 65 and Series 63 credentials and eight years of industry experience. His prior roles include positions at Lincoln Financial Advisors Corporation, OneAmerica Securities, and several smaller firms. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, and institutions. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options supported by in-house and third-party research.

Thomas Valentine is a financial advisor at Wells Fargo Advisors in Richmond, VA, holding Series 63 and Series 66 licenses with 42 years of industry experience. He has been with Wells Fargo Advisors and its affiliates since 2009. Outside of his advisory role, he serves on the finance committee of The Valentine Museum. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu supported by Wells Fargo research and tools, with clients able to implement recommendations through various firm programs.

Robert Hinkel is a CFP®-certified financial advisor with 19 years of industry experience. He is currently with Charles Schwab, where he has worked since 2016 in various roles including at Charles Schwab Bank and Charles Schwab & Co., Inc. Prior to that, he spent one year at The Mather Group, LLC. 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 offers a combination of non-discretionary and discretionary investment management using multi-asset model portfolios supported by research and due diligence on alternative investments.

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.

David Saunders is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2011. Outside of his advisory role, Saunders is involved as a committee member with Scouts BSA Troop 521 and serves on the board of the Hanover Education Foundation. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm provides both discretionary and non-discretionary investment strategies through independent Financial Professionals, utilizing proprietary and third-party model strategies across multiple custody and platform arrangements.

David Lyness is a Financial Consultant at Fidelity Investments, a position he has held since 2021. Prior to this role, he worked as a Financial Advisor at Acorn Advisory Services from 2019 to 2020. In his current capacity, David focuses on providing a personalized experience by delivering customized education and leveraging Fidelity's resources to develop and implement holistic financial strategies. David's approach centers on working collaboratively with clients to align financial plans with their aspirations. His professional experience spans financial consulting and advisory services, enabling him to support clients in various aspects of financial planning. Outside of his professional responsibilities, David is engaged in family activities, golf, outdoor adventures, and volunteering.

Olivia Mallett is a CFP® with three years of industry experience, currently serving at Charles Schwab in Glen Allen, VA. Her prior experience includes roles at Oppenheimer and positions in education and corporate settings. She is involved with the Virginia Tech Alumni Association as Young Alumni President, where she helps coordinate events and outreach in the Tidewater Area. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm provides both non-discretionary advisory services and access to discretionary separately managed accounts, combining centralized operations with a multi-asset model portfolio approach.

Dale Fickett is a Series 65-licensed financial advisor with Cambridge Investment Research Advisors, based in Glen Allen, VA. He has four years of industry experience and has been affiliated with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. for one year. His background includes roles with Barrett Capital Management, LLC and ongoing involvement with the University of Richmond and RVA Works. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, providing a range of investment solutions tailored to client objectives.

Robert Glownia is a financial advisor with LPL Financial in Richmond, VA, holding the CFP® and CFA® designations and possessing 16 years of industry experience. His prior roles include over a decade at ALPS Distributors, Inc. and multiple positions at RiverFront Investment Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofits through a national network of advisers. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, with access to model portfolios and research from multiple sources.

Jacob Charlwood is a financial advisor with OSAIC in Richmond, VA, holding a Series 66 designation and 10 years of industry experience. He previously worked at Signator Investors/JHFN and has been affiliated with Wegmans since 2009. Outside of his advisory role, he provides financial advice focused on life insurance, disability income coverage, and long-term care through his work with Capitol Financial Solutions. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients, offering integrated brokerage and investment advisory services. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing across a range of investment options, supporting both discretionary and non-discretionary account management.

Patricia Rodgers is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for six years before joining Wells Fargo Clearing in 2022. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process 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.

David Stables IV is a financial advisor with Equitable Advisors in Midlothian, VA, holding a Series 66 designation and 16 years of industry experience. He has been with Equitable Advisors since 2009 and previously worked at Axa Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Robert Barnes IV is a financial advisor at Raymond James & Associates with a Series 66 designation. He began his advisory career in 2025 and has prior experience working in various roles outside the financial industry, including positions at Yeti Coolers and Junk Goats Junk Removal. Raymond James & Associates, Inc. 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 investors, and municipal entities, providing financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Alexander Brand is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Wells Fargo Clearing Services, Wells Fargo Bank, and Raymond James Financial Services. Brand serves as a non-profit board member for the Rivergate Homeowner's Association in Richmond, VA. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a broad range of advisory programs, financial planning, and brokerage services utilizing model portfolios, third-party research, and a variety of investment strategies.

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.

Douglas Scammell is a financial advisor with Ameriprise in Henrico, VA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Outside of his role at Ameriprise, he owns Benjamin S Page, Inc., where he provides financial advisory services, asset management, and insurance sales. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, delivering tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to provide personalized guidance and emphasizes managed accounts within its product offerings.

Griffin Cottrell is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he worked at Ernst & Young in Richmond for two years. His background also includes roles outside the financial sector and education at the University of Virginia. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Matthew Lang is a financial advisor with Ameriprise Financial Services in Glen Allen, VA, holding a Series 66 designation and five years of industry experience. Prior to joining Ameriprise in 2021, he worked in various roles including positions at UberEats and MassMutual, as well as academic work at Virginia Tech. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendations and ongoing planning advice focused on retirement income, tax-aware withdrawal strategies, and Social Security options.

Karen Cooper is a financial advisor with Edward Jones in Richmond, VA, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she worked at Honeywell and Schneider Electric for a combined total of 27 years. Outside of her advisory role, she has longstanding farmland interests in Stanberry, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering advisory programs with approximately $1.01 trillion in assets under management and a large network of advisors and branch offices nationwide. The firm provides various managed and separately managed account strategies, as well as affiliated mutual funds and tax-efficient services, operating under a fiduciary standard.

Matthew Tatum is a CFP® certificant with 20 years of industry experience. He joined Wells Fargo Advisors in 2024 and previously worked within other Wells Fargo entities since 2012. He has ownership interests in MAT VA LLC and a minority stake in Sage Wealth Advisors LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of financial planning and investment services tailored to clients meeting specific net-worth criteria. The firm integrates advisory services with various financial products and referral channels.