Gary Kelman is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. Prior to joining Cambridge in 2025, he worked at Ameriprise Financial Services from 2013 to 2025. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides both discretionary and non-discretionary investment solutions and maintains proprietary model strategies alongside access to third-party managers.

Aaron Rowe is a financial advisor with Edelman Financial Engines in Henrico, VA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Financial Engines Advisors L.L.C. since 2018, following roles at EF Legacy Securities, LLC and Edelman Financial Services LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary services across a diversified range of portfolios.

David Smith is a financial advisor with Wells Fargo Clearing in Richmond, VA, holding a Series 66 designation and 28 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory work, he has a 25% ownership interest in Smithtown Properties LLC, an investment-related business. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of investment products, such as insurance-related vehicles and bank deposit sweep options.

David Winn is a Senior Financial Advisor with Merrill Lynch Wealth Management. He brings over twenty years of experience in asset and wealth management, specializing in strategic active portfolio management for small businesses, corporate executives, and physicians. His expertise encompasses a broad range of client focus areas, including corporate executive services, executive compensation, family wealth management strategies, services for endowments and non-profits, LGBT wealth planning, liquidity management, personal retirement planning, portfolio management services, small business strategies, and individual and corporate investment strategy. Throughout his career, David has developed a holistic and analytical approach to portfolio management. He manages custom investment strategies on a discretionary basis, utilizing Merrill model portfolios and third-party investment options. Known for his integrity, honesty, and accountability, David maintains a limited client roster to ensure quality service. He serves clients from various sectors, including the medical field, pharmaceutical industry, major real estate development, businesses, and non-profits. David holds a Bachelor of Science degree in Finance and Financial Management from Virginia Polytechnic Institute and State University. He is a Personal Investment Advisor (PIA) and is committed to working closely with clients to develop personalized financial strategies. Outside of his professional work, David spends time with his twin children and pursues interests such as reading, scuba diving, and traveling. He is also actively involved in volunteering within the communities he serves.

Michael Thaler is a financial advisor at Cambridge Investment Research Advisors with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Cambridge Investment Research Advisors since 2011. Outside of his advisory role, he is president of Effective Ministries Inc., which supports ministries in Africa, and owns My Purpose Plan LLC, a business focused on creating inspirational and educational materials. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing multiple investment platforms and both proprietary and third-party strategies.

Robert Jean is a financial advisor at Edward Jones in Richmond, VA, holding the ChFC® designation along with Series 65 and Series 63 licenses. He has 22 years of industry experience with prior roles at Wells Fargo Clearing Services and White Lodging. Outside of advising, he has worked in hospitality as a banquet server and bartender at various venues. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Charles Blades is a Senior Financial Advisor affiliated with Merrill Lynch Wealth Management. He brings extensive experience in delivering customized wealth management strategies tailored to the unique needs of each client. Charles and his team employ a holistic approach that encompasses clients’ goals, risk tolerance, liquidity requirements, and personal interests in order to help them achieve their financial objectives and plan effectively for the future. Charles holds a Bachelor’s degree from Georgia Southern University and maintains the Personal Investment Advisor (PIA) designation. Outside of his professional responsibilities, he is involved in community organizations including the YMCA, VSGA, Read to Them, and FeedMore. His personal interests include biking, golfing, music, tennis, and traveling.

Brian Gwaltney is a Financial Consultant currently working with Fidelity Investments since 2023. He provides financial guidance tailored to individual circumstances, emphasizing ongoing partnership and clear communication to help clients make informed decisions. Prior to his current role, Brian served as a Financial Advisor at Wells Fargo Advisors from 2019 to 2023 and as a Financial Representative with Northwestern Mutual from 2018 to 2019. His professional experience spans various aspects of financial advising across these organizations. Outside of his professional work, Brian engages in personal interests including bowling, football, and golf.

John Taylor III is a financial advisor with Wells Fargo Clearing, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2011. Outside of his advisory role, he serves as an executor for his mother's estate. 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 approach incorporates modern portfolio theory and includes a broader set of financial products, such as insurance-related vehicles and bank deposit sweep options.

Ryan Robertson is a CFP® and holds a Series 66 designation with 14 years of experience in the financial industry. He has been with Edward Jones in Richmond, VA since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated mutual funds under a fiduciary standard.

Nicholas Shedd is a Series 66-licensed financial advisor with Raymond James Financial, where he has worked for 11 years. He has also been associated with Mainsail Wealth Advisors during this time. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored, non-discretionary planning supported by analytical tools and maintains unique offerings such as municipal advisory services and a SIMPLE IRA Employer Advisory & Consulting Services program.

Anne Bouley is a financial advisor at Morgan Stanley with 39 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs a structured planning process supported by proprietary tools and manages approximately $2.74 trillion in client assets.

Patrick Coor is a financial advisor with LPL Financial in Richmond, VA, holding a Series 66 designation and nine years of industry experience. He previously worked at MML Investors Services and Mass Mutual Life Insurance Company. Outside of his advisory role, he is involved with ALCO Wealth Management, a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by model portfolios and research.

Harry Matheney II is a financial advisor with LPL Enterprise, holding the ChFC® designation and Series 63 and Series 65 licenses. He has 12 years of industry experience, with prior roles at The Prudential Insurance Company of America, Pruco Securities, LLC, The Path Financial Strategies, LLC, and NYLIFE Securities LLC. Matheney also has involvement with a Prudential-sponsored non-variable insurance agency. LPL Enterprise serves a broad client base including individuals, retirement plans, charitable organizations, corporations, and institutions through advisory and brokerage channels. The firm offers financial planning, consulting, access to model portfolio programs, third-party asset management arrangements, and insurance products delivered via an integrated platform that combines adviser programs with active sales of financial products.

Sean Danowski is a CFP® and Series 66-registered financial advisor with Edward Jones, based in Midlothian, VA. He has seven years of industry experience, including roles at Genworth Financial before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Theodore Desautels is a financial advisor at Raymond James Financial with 16 years of industry experience. He previously worked at Wells Fargo Advisors for 12 years and Stifel Independent Advisors for 3 years. He holds a Series 66 designation. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm delivers non-discretionary planning and consulting tailored to client goals, using analytical tools and risk profiling to illustrate potential outcomes.

Kenneth Cadden is a financial advisor with Morgan Stanley in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

Christina Goodman is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individual and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.

Dallas Wilson is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. He has three years of industry experience, including roles at JPMorgan Chase Bank and Wells Fargo. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services alongside affiliated brokerage and investment management capabilities.

Cameron Mitchell is a CERTIFIED FINANCIAL PLANNER™ professional at Edward Jones with six years of industry experience. He previously worked at Lord, Abbett & Co. LLC and HearingLife before joining Edward Jones in 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory services supported by a large nationwide network of financial advisors and branch offices.