Alexander Larou is a financial advisor at Cetera with a Series 66 credential and one year of industry experience. He has previously been affiliated with Virginia Asset Management and has a background that includes time at the Virginia Military Institute. Outside of his advisory role, he also works as an insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is a national firm serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a variety of portfolio management and financial planning services through a large network of independent advisors and supports multiple program structures and investment approaches.

Lane Wilson is a financial advisor with Ameriprise in Midlothian, VA, holding a Series 66 designation and 15 years of industry experience. He has been with Ameriprise and its affiliate since 2011. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

William Cabell II is a financial advisor at RBC Capital Markets in Richmond, VA, holding a Series 66 designation with eight years of industry experience. He previously worked at City National Bank and has been with RBC Capital Markets since 2017. Outside of his advisory role, he serves as an officer in the Rotary Club of Richmond, holding positions as club secretary, president-elect, and president for the 2025-2026 term. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple wrap fee advisory programs tailored to clients’ risk profiles, combining in-house and third-party investment resources along with integrated lending and cash management options.

Guy Miller is a Senior Financial Advisor at Merrill Lynch Wealth Management with 47 years of experience in the financial services industry. He works as part of a three-professional team, including his son and a sales assistant, collectively bringing 74 years of expertise. The team focuses on diversified, balanced equity portfolios tailored to individual client needs. Mr. Miller’s areas of expertise include college education planning, family wealth management strategies, LGBT wealth planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, sports and entertainment, and retirement income. He holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree in General Management from Georgia Tech, part of the University System of Georgia. Outside of his professional role, Mr. Miller has personal interests in boating, fishing, football, and hunting.

Joann Stith Maloney is a financial advisor with Ameriprise in Midlothian, VA, holding Series 63 and Series 65 credentials and 25 years of industry experience. She has been with Ameriprise and its related entities since 2012. Outside of her advisory role, she owns Revive Your Vibe, a business focused on selling essential oils and performing energy work. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Jordan Berryhill is a CFP®-designated financial advisor with 20 years of industry experience. He has worked at LPL Financial since 2018 and previously was with Summit Financial Group and Summit Brokerage Services from 2014 to 2018. Outside of his advisory role, Berryhill is involved with Berryhill CPA & Tax Advisory Service, where he provides tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, brokerage services, and access to model portfolios and research from multiple sources.

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.

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.

Eva Rennalls is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. Her prior work includes positions at Janney Montgomery Scott, Northwestern Mutual, Space IQ, McKesson, and MAPEI Corporation. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendation reports and ongoing annual advice focused on income sources and tax-aware withdrawal strategies.

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.

Theresa Kelly is a financial advisor with Primerica Advisors in Midlothian, VA, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. She has worked with Primerica Financial Services and affiliated firms since 2011. Outside of investment advisory work, she is involved as a Medicare broker, selling Medicare supplements, advantage plans, and prescription drug plans on a part-time basis. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers, using a tiered wrap fee structure and delegating trading responsibilities to BNY Mellon Advisors.

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.

Charles Bennett Jr. is a financial advisor with Primerica Advisors in Powhatan, VA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Primerica Advisors since 1996 and Primerica Financial Services since 1995. Outside of his advisory role, he owns Smart Route Financial Solutions LLC, a legal entity formed to support his Primerica business activities. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which provides model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

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.

Deona Hancock is a Series 66 credentialed financial advisor with Fidelity Investments, based in Midlothian, VA, and has accumulated several years of experience with Fidelity and prior roles in academia and retail. Her background includes positions at George Mason University, Virginia Commonwealth University, and Wegmans Food Markets. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that integrates proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad range of funds and model portfolios.

Elizabeth Darby is a financial advisor with LPL Financial, holding a Series 66 designation and having two years of industry experience. Prior to joining LPL Financial, she worked for six years at Chesterfield County Public Schools. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing diverse investment strategies supported by internal and external research.

Stephen Harrison is a financial advisor with LPL Financial in Richmond, VA, holding Series 63 and Series 66 credentials and having 28 years of industry experience. He has been with LPL Financial since 2006. Outside of his advisory role, he is involved in life and health insurance activities. LPL Financial is an SEC-registered investment adviser and broker‑dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management approaches and providing access to model portfolios and research from multiple sources.