David Stables IV is a financial advisor with Equitable Advisors in Richmond, VA, holding a Series 66 designation and 17 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 2009. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm employs a range of advisory models, including third-party sponsored programs and discretionary management, covering mutual funds, ETFs, separately managed accounts, and select alternatives.

Robert Barnes IV is a financial advisor at Raymond James & Associates with a Series 66 designation. He began his advisory career in 2025 and has prior experience working in various roles outside the financial industry, including positions at Yeti Coolers and Junk Goats Junk Removal. Raymond James & Associates, Inc. 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, providing financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Alexander Brand is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Wells Fargo Clearing Services, Wells Fargo Bank, and Raymond James Financial Services. Brand serves as a non-profit board member for the Rivergate Homeowner's Association in Richmond, VA. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a broad range of advisory programs, financial planning, and brokerage services utilizing model portfolios, third-party research, and a variety of investment strategies.

Scott Reisenweaver is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and possessing 32 years of industry experience. His career includes roles at First Allied Advisory Services and Cetera dating back to 2011. Reisenweaver is also involved in insurance-related independent contracting and owns Reisenweaver Wealth Management. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services, utilizing both affiliated and third-party managers within various program structures.

Stephen Fisher is a CFP® and ChFC® with 37 years of industry experience. He is currently affiliated with Cetera and has held roles at firms including Securian Financial Services and Virginia Asset Management. Fisher serves on the boards of Hitting Cancer Below the Belt and Hermitage Country Club, where he contributes to budget review and club oversight, respectively. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, and institutional accounts through a multi-manager platform offering discretionary and non-discretionary portfolio management along with various advisory services.

John Dragonas is a financial advisor at Mass Mutual Investors Services with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Mass Mutual and its affiliated firms since 2016, previously spending 27 years at MetLife Securities Inc. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs using firm-approved analytical tools within annual collaborative planning relationships.

Douglas Scammell is a financial advisor with Ameriprise in Henrico, VA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Outside of his role at Ameriprise, he owns Benjamin S Page, Inc., where he provides financial advisory services, asset management, and insurance sales. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, delivering tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to provide personalized guidance and emphasizes managed accounts within its product offerings.

Brittany Hale is a CFP® and Series 66-credentialed financial advisor with Edward Jones, where she has worked since 2010, accumulating 15 years of industry experience. She serves clients from Midlothian, VA. Outside of her advisory role, she is the president of Bryler LLC, a real estate business based in Glen Allen, VA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of over 23,000 advisors.

David Whiteside is a CFP® with 13 years of industry experience, currently affiliated with Cetera. He has previously worked at Minnesota Life and Virginia Asset Management. Outside of advisory work, he serves as a football and basketball official for both high school and NCAA games. Cetera Investment Advisers LLC operates a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers diversified portfolio management, financial planning, and access to multiple program platforms and third-party managers.

Griffin Cottrell is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he worked at Ernst & Young in Richmond for two years. His background also includes roles outside the financial sector and education at the University of Virginia. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Robert Leonard III is a CFP®-certified financial advisor with over 31 years of industry experience. He is currently with Cetera and has held positions at Select Brokers LLC and Securian Financial Services, Inc. Leonard is also the owner of Irongate Capital Advisors, LLC, which provides securities, advisory, and insurance services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Matthew Lang is a financial advisor with Ameriprise Financial Services in Glen Allen, VA, holding a Series 66 designation and five years of industry experience. Prior to joining Ameriprise in 2021, he worked in various roles including positions at UberEats and MassMutual, as well as academic work at Virginia Tech. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendations and ongoing planning advice focused on retirement income, tax-aware withdrawal strategies, and Social Security options.

Karen Cooper is a financial advisor with Edward Jones in Richmond, VA, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she worked at Honeywell and Schneider Electric for a combined total of 27 years. Outside of her advisory role, she has longstanding farmland interests in Stanberry, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering advisory programs with approximately $1.01 trillion in assets under management and a large network of advisors and branch offices nationwide. The firm provides various managed and separately managed account strategies, as well as affiliated mutual funds and tax-efficient services, operating under a fiduciary standard.

Matthew Tatum is a CFP® certificant with 20 years of industry experience. He joined Wells Fargo Advisors in 2024 and previously worked within other Wells Fargo entities since 2012. He has ownership interests in MAT VA LLC and a minority stake in Sage Wealth Advisors LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of financial planning and investment services tailored to clients meeting specific net-worth criteria. The firm integrates advisory services with various financial products and referral channels.

Jesse Heikkinen is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and two years of industry experience. He has been with Thrivent and its affiliates since 2022, with prior experience including roles at the University of Richmond and Hawk Hollow Championship Golf Course. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based financial planning without discretionary trading authority. The firm combines planning with managed-account programs under a consolidated billing option called “WealthPlan,” while maintaining separation between its planning and portfolio management services.

Nathaniel Urso is a Financial Advisor at Merrill Lynch Wealth Management. He works closely with individuals, families, and businesses to develop customized financial strategies that focus on long-term financial security and growth. Nate emphasizes building lasting relationships based on trust and transparency, aiming to guide clients through their unique financial situations. His expertise includes corporate executive services, divorce transition planning, executive compensation, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, and retirement income. Nate also provides access to Bank of America specialists for additional financial services such as banking, credit, home financing, and small business solutions. Nathaniel holds a Bachelor's Degree from Virginia Polytechnic Institute & State University. He has earned professional designations including Certified Plan Fiduciary Advisor (CPFA) and Personal Investment Advisor (PIA). Outside of work, he enjoys camping, golfing, hiking, reading, skiing, spending time with his family, surfing, and traveling.

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 a Series 66 designation with 11 years of industry experience. He has been with Wells Fargo Advisors and its affiliated entities since 2015. Perry serves as treasurer for the Fan District Association, managing the organization’s financial records and budget. Wells Fargo Advisors Financial Network delivers investment and fee-based financial planning services to individuals, trusts, and institutions, utilizing proprietary research and planning tools. The firm offers a wide range of planning services tailored to clients who meet a net-worth threshold, with flexible implementation options 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.