David Shannon is a financial advisor at UBS Financial Services in Richmond, VA, holding a Series 66 designation with 17 years of industry experience. He worked at Merrill from 2009 to 2017 before joining UBS in 2017. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Alexander Dempsey is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with Ameriprise, where he has worked since 2022, following prior roles at Janney Montgomery Scott, Wells Fargo Clearing, and First Command Financial Planning. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports through a centralized consulting team.

Michael Kelly is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Sawgrass Country Club and DeerCreek Country Club. 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. The firm offers discretionary and non-discretionary portfolio management, fund advisory services, and model portfolio delivery, distinguishing itself with its registration as a commodity pool operator and its use of AI-driven research methodologies.

Donald Kemp is a financial advisor with Merrill in Richmond, VA, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has worked at Merrill since 2009 and has been associated with Bank of America N.A. since 2008. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies tailored for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tenley Dixon is a financial advisor at Edward Jones with 10 years of industry experience. She holds the ChFC®, Series 63, and Series 65 credentials. Prior to joining Edward Jones in 2022, Tenley worked for six years at Truist Investment Services Inc. She is involved in her local business community as a member of the Richmond chapter of BNI and serves as an ambassador for Sierra Madre Golf, a women's golf apparel company. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Randolph Tate is a financial advisor with Ameriprise in Richmond, VA, holding Series 63 and Series 66 credentials and 24 years of industry experience. He previously worked at Cuna Mutual Group and Cuna Brokerage Services, Inc. for 18 years before joining Ameriprise in 2022. Ameriprise provides a retirement-income planning service targeted at individuals with substantial investable assets, delivering written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax efficiency analysis to support retirement planning and offers a broad range of advisory, brokerage, and insurance solutions.

Melissa Townes is a financial advisor with Ameriprise in Chester, VA, holding a Series 66 designation and 19 years of industry experience. She has worked at Ameriprise since 2018 and previously held a position at Morgan Stanley from 2016 to 2018. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations through a centralized consulting team.

Alexander Maffett is a financial advisor with RBC Capital Markets in Richmond, VA, holding a Series 66 designation and 12 years of industry experience. His prior work includes roles at City National Bank, Truist Advisory Services, Truist Investment Services, and BB&T Securities. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs and customizable portfolio management strategies using both in-house and third-party investment managers.

Darren Mazzoni serves as a Wealth Management Advisor and Senior Resident Director at Merrill Lynch. In this capacity, he supports clients across all aspects of their financial lives, aligning investment portfolios to their personal goals. He also leads the Richmond office as Senior Resident Director, helping advisors adhere to Merrill Lynch’s client-first principle. Previously, Darren held Resident Director roles in the Newport News and Williamsburg offices. Since beginning his career with Merrill Lynch Wealth Management in 2003, Darren has developed extensive expertise in client financial strategies, including wealth management, retirement income planning, legacy planning, and risk management. He employs a disciplined investment philosophy focused on consistent, long-term performance measured by clients’ progress toward their objectives. He is a qualified Portfolio Manager who constructs and manages personalized strategies using individual securities, Merrill Lynch model portfolios, and third-party investment options. Darren also holds the designations of Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). Darren earned a bachelor’s degree in economics from The College of William and Mary and completed the Certified Private Wealth Advisor program at Yale School of Management. Outside of his professional responsibilities, he participates in community volunteer activities. His personal interests include baseball, basketball, football, hiking, reading, table tennis, tennis, traveling, watching movies, and spending time with his family.

Bailee Belanger is a Financial Advisor with Merrill Lynch Wealth Management, specializing in comprehensive wealth management. She focuses on helping clients grow and preserve their assets through personalized financial strategies and retirement planning. Bailee assists individuals and families in navigating complex financial landscapes to achieve their long-term goals. Her areas of expertise include family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. Bailee holds the Personal Investment Advisor (PIA) designation and has completed coursework at the University of Massachusetts System and Nichols College. She earned her High School Diploma from Somerset High School. Outside of her professional work, Bailee enjoys gardening, golfing, running, spending time with her family, and writing. Her approach centers on uncovering what matters most to clients and their families to create tailored strategies that pursue their financial objectives.

David De La Ree Valencia is a financial advisor with Ameriprise in Richmond, VA, holding a Series 66 designation and seven years of industry experience. He has worked at Ameriprise since 2018 and has prior experience outside finance, including roles in hospitality and construction. Outside of advising, he occasionally works as a DJ at local music venues in Richmond. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. This service provides written recommendations and annual advice based on proprietary research and third-party data, focusing on dependable income sources and tax-aware withdrawal strategies.

Kenneth Kapinskis is a financial advisor with Osaic Wealth Inc., holding Series 63 and Series 65 designations and bringing 21 years of industry experience. He worked at Signator Investors Inc. from 2004 to 2018 before joining Osaic in 2018. Kapinskis serves as a council member for St. Edwards Catholic Church, advising on the church’s investment performance and distribution strategies. OSAIC Wealth Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a broad network of affiliated advisors and platforms. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk tolerance, and a wide range of investment options including managed accounts and third-party solutions.

Edrees Sidiqi is a financial advisor with Wells Fargo Clearing in Richmond, VA, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at Wells Fargo Bank and various technology and delivery companies. Outside of advising, he works as a delivery driver for Uber and Grubhub. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Robert Steele is a financial advisor with LPL Financial in Chester, VA, holding a Series 66 designation and having 10 years of industry experience. He worked previously at Investment Centers of America, Inc. from 2015 to 2017. In addition to his advisory role, he manages a branch of Appomattox Insurance Services, selling property and casualty insurance and overseeing other agents. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Darrell Little is a financial advisor with Wells Fargo Clearing in Richmond, VA, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. His prior roles include positions at SunTrust Advisory Services and Suntrust Investment Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm combines research from Wells Fargo Investment Institute and third-party databases to evaluate investment options, and it offers both brokerage and advisory solutions.

Justin Martin is a financial advisor with Ameriprise in Powhatan, VA, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliate since 2002. Outside of his advisory role, Martin serves on the board of directors for the nonprofit organization Together for Tanzania and owns a financial planning business called Prestige Planning. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet certain asset thresholds, 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 generate tailored retirement-income recommendations.

Melody Bourne Jackson is a financial advisor with Wells Fargo Clearing in Richmond, VA, holding Series 63 and Series 66 credentials and possessing 19 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wachovia Bank, N.A. Outside of her advisory role, she is a notary and co-owner of a carpentry business and an online resale store. 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 offers a broad range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Beverly Guthrie is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 34 years of industry experience. She has worked at Wells Fargo Clearing since 2016, following seven years with Wells Fargo Advisors LLC. 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 offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources to support its investment approach.

James Werner is a financial advisor at UBS Financial Services in Richmond, VA, holding a Series 66 designation. He has experience across several roles, including positions at Booz Allen Hamilton and Hampden Sydney College, prior to his current advisory role. UBS Financial Services serves individual, corporate, and institutional clients by providing brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, offering a broad range of financial solutions.

Diana Briegel is a financial advisor with Cetera, holding a Series 66 designation and 20 years of industry experience. She has worked at Virginia Asset Management since 2010, providing operational support, and has been with Cetera and Cetera Wealth Services, LLC since 2023. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts through a nationwide network of over 10,000 independent advisors. The firm offers a multi-manager platform with various portfolio management options ranging from automated allocations to bespoke strategies.