Robin Colton is a financial advisor with LPL Financial, holding a Series 66 designation and 26 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 18 years and Private Client Services for two years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services with access to model portfolios, third-party research, and advanced technologies.

Joshua Haddad is a financial advisor at Thrivent Investment Management with seven years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2019 and previously worked at Liberty University from 2016 to 2019. Outside of his advisory role, Haddad is involved in a housing project that provides below-market rental properties to church staff and students. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary portfolio management.

John Duni is a financial advisor with Cetera, holding the ChFC® designation and Series 63 license, with 49 years of industry experience. He has worked at several firms including Virginia Asset Management and Securian Financial Services. He serves as an officer and board member of the NAIFA Virginia and the Richmond Estate Planning Council, organizations focused on professional education and networking in the financial and estate planning fields. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, ERISA retirement services, and access to multiple third-party money managers through a multi-manager platform.

Tammy Edwards is a financial advisor with Edward Jones in Midlothian, VA, holding a Series 66 designation and bringing five years of industry experience. She has been with Edward Jones since 2015. Outside of her advisory role, she serves as Vice President of a local BNI chapter in Richmond, assisting with membership and supporting the President. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Amberlyn Ponce is a financial advisor with Fidelity, holding a Series 66 designation and six years of industry experience. Her professional background includes roles at Henderson Financial Group, LPL Financial, and First Command Insurance Services. Outside of her advisory work, she serves as a partner managing rental property activities alongside her husband. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research and quantitative analysis to construct model portfolios across various investment vehicles.

Christopher Ledford is a financial advisor at Fidelity with 12 years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2021, with prior roles at TIAA and TD Ameritrade. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a broad investable universe.

Kyle Geblein is a financial advisor with Ameriprise in Richmond, VA, holding a Series 66 credential and seven years of industry experience. He has worked at Ameriprise since 2019 and previously held roles at Capitol Securities Management, Keiter CPA, Middletown Valley Bank, and Randolph-Macon College. Geblein serves as Treasurer on the Board of Directors for Phi Alpha Housing Corporation and is Membership Chair for the Financial Planning Association’s Central Virginia Chapter. Ameriprise provides retirement-income planning services aimed at individuals near or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Elizabeth Miller is a financial advisor with Cetera, holding a Series 66 designation and four years of industry experience. Her career includes roles at Cambridge Investment Research Advisors, Rossby Financial, and Bulls Financial Group. She is president of Visionary Financial, a business valuation firm, and is involved with the Two Twelve Referral Network, which supports local small businesses. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Nelson Fisher is a Financial Consultant at Fidelity Investments, where he partners with clients to develop and implement personalized financial plans and clear investment strategies tailored to their unique goals. He has been with Fidelity Investments since 2022, progressing through roles including Investment Consultant, Relationship Manager, and High Net Worth Associate before assuming his current position in 2025. Prior to joining Fidelity, Nelson worked as a Client Service Associate at Davenport and Company LLC from 2017 to 2022. His professional experience spans client service and investment consulting within the financial services industry. Outside of his professional work, Nelson enjoys spending time at the beach, engaging in family activities, playing golf, and traveling.

Michael Casey is a CFP® and ChFC® with 40 years of industry experience. He is currently with Cetera, where he has worked since 2021, following prior roles at VOYA Financial Advisors and Fidelity Union. In addition to his advisory work, he sells health, disability, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management, financial planning, and retirement services, operating as a multi-manager platform with diverse program options and over $256 billion in assets under management.

William Barber Jr. is a financial advisor with LPL Financial in Richmond, VA, holding the PFS™ designation along with Series 63 and 66 licenses. He has two years of industry experience and has previously worked at Barber Accounting & Advisory Services LLC, Rescom Real Estate Services LLC, and PBMares, LLP. Barber is also involved in tax preparation and accounting through his firm Barber Accounting & Advisory Services LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, and charitable organizations nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management with access to model portfolios and research from various sources.

Ian Coleman is a Series 66-licensed financial advisor with 24 years of industry experience. He is currently with Cambridge Investment Research Advisors and has previously worked at Truist Advisory Services and LPL Financial. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm offers multiple investment solutions through independent financial professionals, combining proprietary models with access to third-party managers and customized strategy implementation.

Peter Marotta is a financial advisor with Ameriprise in Richmond, VA, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement who meet specific asset criteria. The firm combines research and modeling with tax-efficient strategies to deliver written, non-discretionary recommendation reports through a centralized consulting team, supporting advisors like Marotta in serving clients with substantial investable assets.

Ryan Blackman is a Financial Consultant at Fidelity Investments, where he focuses on building and maintaining client relationships and developing customized financial plans tailored to individual needs. He has been with Fidelity Investments since 2021, progressing through roles including Investment Solutions Representative and Planning Consultant before his current position. Prior to joining Fidelity, Ryan worked at Wells Fargo Bank from 2011 to 2021, serving as a Branch Manager and later as a Premier Banker. His professional experience spans financial consulting, planning, investment solutions, and banking management. Outside of his professional work, Ryan engages in personal interests such as baseball, family activities, reading, theater, traveling, and volunteering.

Stephen Molinelli is a financial advisor at Cambridge Investment Research Advisors with 38 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Main Street Private Advisors, APW Capital, Purshe Kaplan Sterling Investments, and Insight Private Advisors. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, utilizing various portfolio management strategies and platform arrangements.

Austin Offnick is a financial advisor at LPL Financial with one year of industry experience. Prior to joining LPL Financial, he held various roles in the healthcare and academic sectors, including positions at Atrium Health Wake Forest Baptist and Wake Forest University School of Medicine. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and corporations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services supported by strategic and tactical model portfolios and research.

Carlton Brown is a CFP® professional with 28 years of industry experience, currently serving as an advisor at Raymond James & Associates since 2014. He is involved with the finance and investment committee of Discovery United Methodist Church and holds an officer and director position at a family-owned retail pharmacy in Gretna, Virginia. Raymond James & Associates 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, institutions, and charitable organizations, offering financial planning and investment consulting through various advisory programs.

Maura Norford is a financial advisor with Ameriprise, holding a Series 66 designation and 12 years of industry experience. She has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2013. Outside of her advisory role, she serves on the Board of Directors for Richmond Community Rowing and works as an indoor rowing instructor. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income advice, with an emphasis on assets held in Ameriprise Managed Accounts.

Jamie Mattioli is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 15 years of industry experience. Prior to joining Cambridge in 2021, he worked at Northwestern Mutual and Wells Fargo. Outside of his advisory role, Mattioli is a board member and volunteer at Heart Havens, a nonprofit organization. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charities, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides multiple investment platforms and strategies, including proprietary models and access to unaffiliated managers, and incorporates institutional features such as advisor transition support and compliance processes.

Joy Banner Chatburn is a financial advisor with Raymond James Financial, holding Series 66 and Series 63 designations and bringing 28 years of industry experience. Her career includes long-term service at Wells Fargo Advisors and roles at Atlantic Union Bank, where she is involved as a client assistant. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm utilizes tailored planning and risk profiling tools, supports a wide advisor network, and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.