Brian Ford is a financial advisor with RBC Capital Markets in Richmond, VA, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He previously worked at City National Bank from 2020 to 2025. Outside of his advisory role, Ford serves on the boards of several organizations, including the Mt. Calvary Cemetery Association and the University of Richmond Estate Planning Advisory Council, and he is president of the board for the Trinity UMC Foundation. RBC Wealth Management serves individual and institutional clients with tailored portfolio management, financial planning, custody, and brokerage services. The firm offers a range of wrap fee advisory programs and integrates in-house and third-party investment managers, providing clients with customizable investment solutions.

Christopher Williams is a CFP® professional with 24 years of experience in financial advising. He is currently with Cetera and has prior roles at Virginia Asset Management LLC and Select Brokers, among others. He serves as a member of the alumni receivership committee for the Epsilon chapter of Pi Kappa Alpha, a nonprofit role related to fraternity oversight. Cetera Investment Advisers LLC operates as a multi-manager platform, providing services through a nationwide network of independent advisors. The firm serves individual, retirement plan, corporate, charitable, and institutional clients with portfolio management, financial planning, and access to various third-party managers and program structures.

James Fisher is a financial advisor at Ameriprise in Virginia Beach, VA, with 29 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked for Columbia Management Investment Distributors, Inc. and Columbia Management Investment Advisers, LLC for 13 years. Ameriprise offers a retirement-income planning service designed for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendations in partnership with the client’s advisor. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Justin King is Vice President and Private Wealth Management Advisor at Fidelity Investments, a position he has held since 2022. In this role, he partners with ultra high net worth families to collaboratively develop holistic financial plans that simplify complex financial questions, aiming to help these families build, protect, and transfer their wealth. King has extensive experience in the financial industry, with a career spanning multiple leadership roles. Prior to his current position, he served as Vice President and Branch Leader at Fidelity Investments from 2015 to 2022, and Assistant Branch Manager from 2014 to 2015. His background also includes managing partner responsibilities at Sophis Capital, and various managing director and vice president roles focused on equity sales, institutional sales trading, and sales trading leadership at firms including Bear Stearns & Co., Inc., ABN AMRO Incorporated, Salomon Smith Barney Inc., and Dain Bosworth Incorporated. His career began with a role as Special Projects Manager at Old Republic Companies from 1982 to 1985.

George Paul III is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and having 31 years of industry experience. His prior roles include positions at Securities America Advisors, Securities America Inc., and Next Financial Group Inc. In addition to his advisory work, he sells life insurance through Pinnacle First Financial Group. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing various investment tools and third-party solutions to construct portfolios across a broad range of asset classes.

George Gordon III is a financial advisor at Wells Fargo Advisors with 41 years of industry experience. He has worked at Wells Fargo Clearing and Wells Fargo Advisors LLC since 2009. Gordon serves as a board member of the Laurel Hill House Condominium Association and is involved in coaching with Richmond Volleyball and the Richmond Volleyball Club. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including specialized services such as business-owner transition and sports and entertainment planning. The firm integrates advisory services with various financial products and referral channels.

Mark Gottschalk is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 21 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Outside of his advisory role, he is a co-owner and partner in two residential rental properties. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing written financial planning recommendations across various topics without portfolio management as part of the service. The firm employs holistic, goal-based analyses and allows clients to combine planning with managed accounts under a consolidated billing option.

Amber Benkert is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and four years of industry experience. Prior to joining Wells Fargo Advisors in 2022, she worked at Kohl's from 2020 to 2022 and at Manchester High School from 2016 to 2020. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and fee-based financial planning services, including specialized areas such as business-owner transition planning and special-needs analysis.

Dennis Throckmorton is a financial advisor at OSAIC with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at OSAIC since 2024. His prior experience includes seven years with Securities America Advisors and Securities America Inc., as well as a long tenure with Next Financial Group Inc. outside of his advisory role, he is involved in the sales and servicing of insurance contracts. OSAIC Wealth, Inc. serves a diverse range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services along with various portfolio management tools and third-party platforms, supporting both discretionary and non-discretionary investment accounts.

John Taitague is a financial advisor with Wells Fargo Advisors in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His career includes extensive tenure at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he coaches U9 girls soccer in Midlothian, VA. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a wide range of planning solutions tailored to clients meeting certain net-worth criteria, utilizing proprietary research and tools to develop customized recommendations.

Michael Muldowney is a financial advisor with Cambridge Investment Research Advisors in Glen Allen, VA. He holds the CFP® designation and has 39 years of industry experience, including seven years with Lincoln Financial Securities Corporation prior to joining Cambridge in 2019. Muldowney also serves as Vice President at River City Financial and is involved in insurance sales. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse clientele that includes individual investors, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent advisors, utilizing proprietary and third-party model strategies with both discretionary and non-discretionary implementation options.

Lindsay Burnette is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and worked previously at Insurance Consultants of Virginia and Michael's Arts & Crafts. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Hugh Carter is a financial advisor with OSAIC in Richmond, VA, holding Series 63 and Series 66 licenses. He has 23 years of industry experience, including ten years at Securities America Advisors, Inc. Carter also engages in life insurance sales and consulting, working with individuals and businesses on executive benefit plans. Osaic Wealth, Inc. serves a diverse range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering brokerage and advisory services with a variety of investment options and third-party solutions.

Jacob Wells is a financial advisor with Osaic who holds a Series 66 designation and has one year of industry experience. His background includes roles at Bankers Life and Northwestern Mutual. He is also involved in consulting clients on Medicare needs through a partnership role as an insurance agent. OSAIC Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage, advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk tolerance assessments, and automated rebalancing in portfolio construction and supports a range of investment strategies across multiple platforms.

William Atkinson Jr. is a financial advisor at Cetera with three years of industry experience. He holds the Series 66 designation and has worked with firms including Securian Financial Services and Virginia Asset Management. Atkinson has also been involved in fixed insurance sales as an insurance agent. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and a network of over 10,000 advisors managing more than $256 billion in assets.

Kevin Kelly is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at Cetera Investment Services LLC since 2019 and is also affiliated with WEALTH CYCLE ADVISORS, LLC. Outside of his financial career, he has experience working at The Country Club of Virginia and in the restaurant industry. Cetera Investment Advisers LLC serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors, offering a range of portfolio management and retirement services. The firm operates a multi-manager platform allowing advisors to implement various investment strategies across multiple program structures and custodial relationships.

Michael Oney is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and possessing 29 years of industry experience. He has worked at Merrill for 21 years, Bank of America, N.A. for 8 years, and has been with Raymond James & Associates since 2017. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutional clients, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

William Rice is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo, he held roles at Lowe’s, Salt Box Oyster, O'Reilly Auto Parts, and Pickel Barrel. 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 IPS-driven advisory approach incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Richard Godfrey is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at Bank of America, Merrill, and Steward Partners Investment Solutions, where he served as a financial advisor and wealth manager. He is also involved as a director with Godfrey & Spradlin Private Wealth Advisory and has worked with Steward Partners Global Advisory. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored non-discretionary planning and employs analytical tools such as risk profiling and modeling to support client goals, alongside specialized municipal advisory and SIMPLE IRA Employer Advisory services.

Francis Sloan III is a financial advisor at Cetera with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Mass Mutual, MetLife Securities, and Virginia Asset Management. Sloan serves on several advisory boards in Chesterfield County, Virginia, and is involved with nonprofit organizations such as the Virginia Association of Community Services Boards and Friends of Jim Ingle. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management options, including access to affiliated and third-party managers, discretionary and non-discretionary services, and diverse program structures.