Matthew Tatum is a Certified Financial Planner (CFP®) with 20 years of experience in the financial services industry. He has worked at Wells Fargo Advisors since 2024 and previously spent eight years at Wells Fargo Clearing and six years at Truist Investment Services. He holds partial ownership in Sage Wealth Advisors LLC and full ownership of MAT VA LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including cash-flow, retirement, and specialized planning services, using proprietary research and tools to develop tailored recommendations.

Mark Hipes is a financial advisor with Ameriprise in Glen Allen, VA, holding a Series 66 designation and five years of industry experience. He has been with Ameriprise since 2020 and previously worked at Randolph-Macon College from 2015 to 2020. Outside of his advisory role, he serves on the Board of Directors and the President’s Advisory Council for Bluefield College. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, written recommendations through a centralized consulting team, supporting a broad range of advisory, brokerage, and insurance solutions.

Thomas Perry is a financial advisor at Wells Fargo Advisors in Richmond, VA, holding the Series 66 designation with 11 years of industry experience. He has been with Wells Fargo Advisors since 2019 and previously worked at Wells Fargo Clearing from 2016 to 2019. Outside of his advisory role, he serves as the treasurer for the Fan District Association, managing the association’s finances and attending monthly meetings. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, risk, and wealth-transfer planning. Advisors use firm research and tools to develop tailored recommendations, with clients choosing their level of implementation through brokerage or advisory programs.

Deborah Goodermuth is a financial advisor with Ameriprise in Richmond, VA, holding Series 63 and Series 65 licenses and 27 years of industry experience. She has been with Ameriprise and its related entities since 2015. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, providing detailed written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary advice, primarily for clients with assets held in Ameriprise Managed Accounts.

Amie Garner is a financial advisor at Wells Fargo Advisors with nine years of industry experience. She holds a Series 66 designation and has worked across multiple Wells Fargo entities since 2013. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including retirement, education, risk, and wealth-transfer planning, utilizing proprietary research and tools to develop tailored client recommendations.

Thomas Krahe is a financial advisor with Wells Fargo Advisors in Richmond, VA, holding a Series 66 license and over 24 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Truist Investment Services. He serves as vice president of the Seagrove Community Homeowners Association in Isle of Palms, SC. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad planning menu that includes retirement, education, risk, and wealth-transfer planning among other specialized areas. Advisors use proprietary research and planning tools to develop tailored recommendations, with clients having flexibility in implementation through brokerage or advisory programs.

Mathieu Godin is a financial advisor with Charles Schwab in Glen Allen, VA, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior experience includes roles at UBS Financial Services, PNC Investments LLC, and Axa Advisors, Llc. He has been with Charles Schwab and Charles Schwab Bank since 2019. 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 combines non-discretionary advisory relationships with access to affiliated discretionary SMA portfolios, supported by a centralized operational structure and a range of alternative investment options.

Michael Maggi is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked with Raymond James Financial Services Advisors, Atlantic Union Bank, and Union Bank and Trust since 2015. Maggi serves as a Vice President and Senior Financial Consultant at Atlantic Union Bank and Atlantic Union Financial Consultants, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm emphasizes tailored, non-discretionary consulting using risk profiling and modeling tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Logan Saufley is a financial advisor with Raymond James & Associates in Richmond, VA, holding Series 63 and Series 66 licenses and having 11 years of industry experience. His prior roles include positions at Capitol Securities Management, Inc. and Wells Fargo Clearing. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a broad client base including individuals, institutions, and municipal entities. The firm offers tailored financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, supported by research and a variety of portfolio management styles.

Andrew Nixon is a financial advisor with Merrill in Richmond, VA, holding a Series 66 designation and 10 years of industry experience. He has worked at Merrill and Bank of America since 2018 and was previously with BB&T from 2015 to 2017. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individual, high-net-worth, and institutional clients.

Julie Adkins is a financial advisor at Raymond James Financial with 31 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Merrill for 29 years before joining Raymond James in 2022. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Elise Borghi is a financial advisor at Raymond James & Associates with two years of industry experience. She holds a Series 66 designation and previously worked at RBC Wealth Management and Wealthspire Advisors. Outside of her advisory role, Borghi volunteers as an election official for the King William Election Office. 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 wide client base, including individuals, institutional clients, and municipal entities, offering financial planning and consulting services with a range of portfolio management styles supported by affiliated research and advisers.

Anne Mcquail is a financial advisor with Wells Fargo Advisors based in Richmond, VA, holding a Series 66 designation and with 10 years of industry experience. She previously worked at Wells Fargo Clearing from 2016 to 2024 before joining her current firm. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including retirement, education, and niche services such as business-owner transition and special-needs analysis, delivering tailored recommendations through comprehensive research and planning tools.

Blake Mason is a financial advisor at Equitable Advisors in Richmond, VA, holding a Series 66 designation with four years of industry experience. Prior to joining Equitable Advisors in 2022, he spent time at the University of Mary Washington and Patrick Henry High School. Equitable Advisors serves individual clients across various wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, offering financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a range of advisory models implemented through third-party managers and LPL-sponsored programs, focusing on personalized risk assessment and tailored investment solutions.

Pamela Senfield is a Series 66-registered financial advisor with Ameriprise in Ashland, VA, and has three years of industry experience. Before joining Ameriprise in 2022, she worked at The Carmel School and the Perian Spring Foundation Inc. Senfield is also the owner of Quest to Be Your Best, providing life, career, and wellness coaching, and works as an independent contractor with Mindstrong Fitness, focusing on health and fitness coaching. Ameriprise is an institutional firm that offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement income recommendations, supplemented by a broad range of advisory, brokerage, and insurance solutions.

Glenn Rikkola is a financial advisor at LPL Enterprise with 19 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining LPL Enterprise in 2024, he was with Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm typically uses model-driven investment implementation and offers access to third-party asset managers and trust custody services.

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.

Joshua Hutchinson is a financial advisor at OSAIC with six years of industry experience. He holds a Series 66 designation and has worked at Royal Alliance Associates, Capitol Financial Solutions, and MassMutual Financial Group. Outside of his advisory role, he is also an independent insurance agent. OSAIC serves a diverse client base, including individual and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs a range of portfolio construction tools and provides access to third-party money managers and unified managed accounts.

Gavin Ware is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior experience includes roles at Morgan Stanley and Juno Financial Group, as well as positions outside the financial sector such as work at a golf course and a university disability services office. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves retail and institutional investors and is noted for its use of systematic methodologies, AI-driven research, and its advisory role to multiple registered investment companies.

Montel White is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 credential and has previously worked at Fidelity Investments, LPL, and TD Ameritrade. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.