Trevor Roberts is a Series 66-licensed financial advisor with Equitable Advisors, where he has worked since 2006. He has 20 years of industry experience, including 14 years at Axa Advisors, LLC. Outside of his advisory role, Roberts is a business owner and tax preparer, and he serves as a ruling elder at Sycamore Presbyterian Church, participating in spiritual leadership and community engagement. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and various asset management programs, utilizing both firm-sponsored and third-party advisory models.

Kenneth Jamerson Jr. is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney LLC since 2013 and Morgan Stanley Private Bank, N.A. since 2021. He serves as a board member and community liaison for the Westhampton Citizens Association in Richmond, Virginia. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and models outcomes using methodologies such as Monte Carlo simulations while offering a broad range of retail and institutional investment products.

Allen Sleeman is a CFP® professional with 16 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC and Wachovia Bank, N.A. Outside of finance, he is a drummer and a mobile audio engineer involved in recording and mixing music and voiceover performances. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering IPS-driven investment advice and discretionary options tailored to plan objectives and risk tolerances. The firm’s offerings include a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Robert Acree is a financial advisor at Cetera holding a Series 66 designation. He has one year of industry experience, with prior work including roles at Virginia Asset Management, Cetera Wealth Services, and Capital Ale House. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers.

Brice Gehman is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2024. His prior work includes roles at Bank of America and Chesterfield County Public Schools. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Mark Waldman is a CFP® with 42 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2024. He previously led Waldman Financial Advisers for 16 years and has maintained a long-standing role with Cambridge Investment Research, Inc. He also conducts retirement planning seminars for federal agencies and has been involved with the Federal Times Newspaper for over 30 years. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers a wide range of financial planning and investment management services through a network of independent professionals, utilizing proprietary model strategies and multiple platform arrangements tailored to client objectives.

Timothy Strahan is a financial advisor with Morgan Stanley Smith Barney LLC, holding Series 63, 65, and 66 licenses and bringing 19 years of industry experience. He has worked at Morgan Stanley since 2014. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment committee models to support its advisory services.

Jean Jumet is a financial advisor with Raymond James & Associates in Richmond, VA, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Raymond James & Associates since 2017 and also worked at Raymond James Financial Services starting in 2025. 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, institutional investors, and municipal entities, offering financial planning and non-discretionary investment consulting through various programs and a broad range of portfolio management styles.

Patrick Meyer is a CFP®-designated financial advisor with Wells Fargo Advisors in Richmond, VA, and has 22 years of industry experience. He has been with Wells Fargo Advisors and related entities since 2010. Outside of Wells Fargo, he is involved in wealth management firms in Virginia, including Meyer Wealth Management LLC and River Hills Wealth Management, LLC. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions that address various client needs. Advisors use firm research and planning tools to develop tailored recommendations, with clients choosing how to implement them through brokerage or advisory programs.

Michael White Sr. is a financial advisor with Cetera, holding the ChFC® designation and over 43 years of industry experience. His career includes long tenures at Securian Financial Services and Minnesota Life Insurance Company, as well as ownership roles at Virginia Asset Management LLC and MCWhite Farms LLC, a hunting land business. White’s practice encompasses advisory services and insurance, supplemented by his involvement in fixed insurance sales. Cetera Investment Advisers LLC distributes services through a large network of independent advisors and serves individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services with scalable multi-manager platforms and access to third-party money managers.

Hill Mallory IV is a financial advisor with Wells Fargo Clearing in Richmond, VA, holding Series 65 and Series 63 credentials and two years of industry experience. He has been with Wells Fargo Clearing since 2024 and also has experience at Wells Fargo Bank, NA. Mallory has worked in various roles including positions related to golf clubs and athletics organizations. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and utilizes research from Wells Fargo Investment Institute along with third-party data, applying diversification and modern portfolio theory in its investment approach.

William Killorn is a financial advisor with Wells Fargo Clearing in Richmond, VA, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as president of Eagles Court HOA in Nellysford, VA, where he participates in long-range planning and capital improvements. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

John Hamilton is a financial advisor at RBC Capital Markets with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Truist Investment Services and BB&T Securities. Outside of his advisory role, he serves as treasurer for the Scott & Stringfellow Educational Foundation, managing scholarship payments and related financial documentation. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers customized advisory programs that incorporate discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing a mix of in-house and third-party investment managers.

Margaret Rushing is a financial advisor at RBC Capital Markets with a Series 66 designation and approximately two years of industry experience. Her prior work includes roles at New York Life Insurance Company and Lloyd Agencies. She has held positions outside finance as well, including work at Back Door Tavern and Temple Hills Country Club. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, featuring discretionary and non-discretionary portfolio management along with financial planning and custody services.

Amy Huff is a financial advisor at Ameriprise with four years of industry experience. She has been with Ameriprise since 2018 and previously worked at RetailData, LLC. Amy holds the Series 66 designation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored recommendations and ongoing planning advice focused on reliable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Daniel Walton is a financial advisor with Wells Fargo Clearing in Richmond, VA, holding a Series 66 designation and four years of industry experience. Prior to joining Wells Fargo in 2022, he worked at James Madison University and Blue Ridge Community College. He also has experience managing operations at Shenandoah Acers Family Campground. 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 manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering a range of brokerage and advisory solutions supported by extensive research and analytics.

Scott Garnett is a financial advisor with UBS Financial Services in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at UBS and its predecessor, PaineWebber Incorporated, since 1998. Outside of his advisory role, Garnett is a manager of an operating farm through Beardog LLC and serves on the board of directors for Reservoir Distillery, a private company. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor client plans. The firm integrates institutional trading capabilities with wealth management and offers a broad range of advisory and capital markets services.

Rf Steele III is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at LPL Financial since 2017 and previously spent seven years at Investment Centers of America, Inc. Additionally, he has been president of Appomattox Insurance Agency since 1995. Outside of advising, he co-owns a hunting property through an LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from both internal and third-party sources.

Philip Moore III is a CFP® professional affiliated with LPL Financial, bringing 20 years of industry experience. He has worked at LPL Financial since 2022 and has a concurrent history with Cuna Brokerage Services, Inc. and Cuna Mutual Group dating back to 2012. 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 a range of advisory programs and financial services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Elisabeth Poore is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and possessing 17 years of industry experience. She has held positions at multiple firms including Mahler Capital Management, The Pinnacle Group, and PJ Capital Partners LLC. Outside of her advisory work, she owns and operates EDesigns, a business focused on design and styling, and is a partial owner of PJ Capital Partners LLC as well as serving as bookkeeper for PJ's Tree Service & Landscaping LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm emphasizes non-discretionary planning tailored to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.