Bowlman Bowles III is a financial advisor at RBC Capital Markets with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at City National Bank, Truist Advisory Services, and Scott & Stringfellow, Inc. Outside of his advisory work, Bowles serves on the board of the US Global Leadership Coalition and acts as an Assistant Scoutmaster for the Boy Scouts of America. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored advisory programs with discretionary and non-discretionary management, utilizing both in-house and third-party investment managers.

Daniel Chase is a financial advisor with Cambridge Investment Research Advisors in Richmond, VA, holding a Series 66 designation and one year of industry experience. He has worked at several firms including Cetera and Covenant Wealth Management, and has a background that includes roles outside finance such as landscaping through his business, Cutting to the Chase LLC. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and related services through independent Financial Professionals, utilizing proprietary models and third-party strategies tailored to client objectives.

Alan Hess is a financial advisor with Wells Fargo Clearing who holds Series 63 and Series 65 credentials and has 30 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, Hess serves as treasurer for the VA Home for Boys and Girls, where he oversees financial contributions and program income. 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 investment process is driven by investment policy statements and modern portfolio theory, with a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Bryan Halstead is a financial advisor with Wells Fargo Clearing in Richmond, VA, holding Series 63 and Series 65 licenses and having 40 years of industry experience. He has worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where he has been since 2016. Wells Fargo Advisors is a national securities firm that serves individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm combines research and analytics with a large platform of brokerage and advisory solutions.

Vic Bennett Jr. is a financial advisor with Wells Fargo Clearing in Richmond, VA, holding Series 63 and Series 65 licenses. He has been with Wells Fargo and affiliated firms since 2021 and has additional work experience as a drumline instructor at Tucker High School and as an organist with Greater Refuge Church Ministries. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines research from Wells Fargo Investment Institute with a broad range of financial products through its bank and insurance affiliates.

Naveed Yousufzai is a financial advisor at Morgan Stanley in Richmond, VA, with nine years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill from 2016 to 2022. Outside of his advisory role, he is employed with Securitas Security Services, USA, in a customer service capacity. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to both individual and institutional clients. The firm emphasizes structured financial planning supported by firm-approved tools and serves clients through personalized plans as well as corporate financial planning agreements.

Gregory Rolen is a financial advisor with Ameriprise in Richmond, VA, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise provides a retirement-income planning service designed for individuals approaching or in retirement with significant 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 typical for a large institutional firm.

Brian Kucskar is a financial advisor at Merrill with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill since 2019. Prior to joining Merrill, he held roles at SunTrust Investment Services and Suntrust Advisory Services. Outside of his advisory work, he is an administrator for a separate entity based in Mechanicsville, Virginia. Merrill provides managed account services primarily to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Mark Knezevich is a financial advisor at Edward Jones with 27 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Edward Jones, he worked at Truist Advisory Services Inc and BB&T Securities. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a large nationwide network of financial advisors and branch offices.

Wiley Keel Jr. is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors in Richmond, VA, bringing 26 years of industry experience. He has held roles at Cambridge Investment Research Advisors since 2017 and previously worked for 1st Global Insurance Services, Inc., 1st Global Advisors, Inc., and 1st Global Capital Corp. for nearly two decades. He is also president of Joyner, Kirkham, Keel & Robertson PC, a CPA firm. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a broad network of independent financial professionals. The firm offers a range of investment solutions, including proprietary model strategies and access to third-party managers, with tailored approaches to meet client objectives.

Adam Donohoe is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at MML Investors Services, LLC since 2018 and Mass Mutual Life Insurance Company since 2016. Outside his primary role, he provides financial planning services through Legacy Partners LLC, focusing on retirement, insurance, and investment planning. Mass Mutual 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 ongoing financial planning, asset management, and educational seminars, emphasizing collaborative annual engagements and the use of analytical tools to develop client recommendations.

Benjamin Bowman Jr. is a Series 66-credentialed financial advisor with four years of industry experience, currently affiliated with Cetera in Richmond, VA. His career includes roles at VAM Partners–Irongate Capital Advisors, Securian Financial Services, and Worth Higgins & Associates, Inc. He serves as a board member for Corporate Growth Richmond, a nonprofit networking organization, and works as a consultant for the Printing and Graphics Association MidAtlantic. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with diversified portfolio management options, including discretionary and non-discretionary services, and manages over $256 billion in assets through more than 10,000 advisors.

Christopher Schmidt is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 designations and one year of industry experience. His prior roles include positions at Morgan Stanley, Main Street Home Loans, and Pentagon Federal Credit Union. 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 advisory services. The firm’s approach 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.

Thomas Catlett is a financial advisor at Morgan Stanley with 37 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Smith Barney since 2010 and Morgan Stanley Private Bank, National Association since 2015. He serves as a trustee or co-trustee for a trust based in Richmond, Virginia. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services that include both direct client plans and Corporate Financial Planning agreements.

Jeremy Reed is a financial advisor at Wells Fargo Advisors with 13 years of industry experience. He has worked in various roles within Wells Fargo entities since 2009. Reed is the owner of Cardinal Asset Management LLC and serves as treasurer for Special Olympics of Virginia. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad menu of planning services tailored to clients meeting specific net-worth thresholds. The firm combines advisory services with other financial products and referral channels.

Jonathan Baulsir is a financial advisor with Edward Jones in Ashland, VA, holding a Series 66 designation and 23 years of industry experience. He worked at Franklin Templeton Distributors, Inc. for nine years before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of advisors and branch offices. The firm is noted for its comprehensive service offerings, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and a fiduciary standard in its advisory services.

Anne Southworth is a Series 66-licensed financial advisor with Morgan Stanley in Richmond, VA, bringing 25 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and comprehensive financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services that include tailored planning and various investment products.

Gina Edwards is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 25 years of industry experience. She has been with Cambridge Investment Research Advisors since 2017 and with Cambridge Investment Research, Inc. since 2015. Edwards is also an independent insurance agent and serves as a board member of the Abounding Grace Family Worship Center. Cambridge Investment Research Advisors is a large SEC-registered adviser serving individuals, retirement plans, charitable organizations, trusts, and other sponsors through a network of independent financial professionals. The firm offers a range of financial planning, investment management, and retirement advisory services with multiple custody and platform options, including proprietary and third-party model strategies.

Laura Goodman is a financial advisor at Fidelity with 21 years of industry experience. She holds a Series 66 designation and has previously worked at Cambridge Investment Research Advisors and Joyner, Kirkham, Keel & Robertson, P.C. Outside of her advisory role, she is also a songwriter and may receive royalties from her work. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across various fund structures.

Joshua Powell is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Wells Fargo Clearing, he spent ten years at Columbia University. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and combines brokerage and advisory offerings supported by research and analytics from Wells Fargo Investment Institute and other sources.