Lesemann Marshall is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His prior experience includes roles at BMO Bank, Fleet Farm, Triad Hybrid Solutions, Spire Investment Partners, and Capital Group/American Funds. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory and investment solutions supported by a nationwide network of financial advisors.

Dean Sadak is a financial advisor with OSAIC who holds Series 63, 65, and 66 licenses and has 43 years of industry experience. He previously worked at Securities America Advisors, Securities America Inc., and NEXT Financial Group, Inc. Outside of his advisory role, he volunteers as an assistant coach for youth basketball leagues. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation tools and manages portfolios including stocks, bonds, mutual funds, ETFs, and alternative investments on both discretionary and non-discretionary bases.

Kathleen Fagan is a financial advisor with Wells Fargo Advisors in Richmond, VA, holding a Series 66 designation and 14 years of industry experience. She has been with Wells Fargo Advisors and its predecessor since 2010. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and uses proprietary research and tools to develop tailored recommendations delivered through meetings and written summaries.

Emily Armstrong is a financial professional with 15 years of industry experience, currently associated with Cetera. She holds the Series 66 designation and has worked at several firms, including Virginia Asset Management and Securian Financial Services. In addition to her advisory role, she serves as a notary public in an independent contractor capacity. Cetera Investment Advisers LLC is an SEC-registered firm that provides services to individual clients, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a variety of portfolio management and financial planning solutions through a multi-manager platform with access to affiliated and third-party managers.

Gregory Jastrzemski is a financial advisor with UBS Financial Services in Richmond, VA. He holds a Series 66 designation and has 13 years of industry experience, including 14 years with UBS. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary capital market assumptions and research to tailor plans and portfolio management to clients’ goals and risk tolerances.

Philip Clark is a CFP® professional with 19 years of experience in financial services. He is currently affiliated with Cetera and is the owner of Clark Wealth Planning. Prior to his current roles, he has worked at firms including Avantax and Raymond James Financial Services. Clark serves as treasurer for a nonprofit organization, Florida 2026. Cetera Investment Advisers LLC is a nationwide SEC-registered firm that provides advisory services to individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management, financial planning, and consulting services.

Gabriel Tufaro is a financial advisor at Mass Mutual Investors Services with Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions with MassMutual Life Insurance Company, the Virginia Department of Veteran Services, and the Virginia Military Institute. 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 provides financial planning and asset management services using firm-approved software and offers event-driven planning programs such as divorce and estate settlement planning.

Steven White is a financial advisor with LPL Financial in Glen Allen, VA, holding a Series 66 designation and 19 years of industry experience. He previously worked at Edward Jones and Claris Financial, LLC before joining LPL Financial in 2010. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a variety of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supporting its large network of investment adviser representatives.

John Haddix is a financial advisor with Wells Fargo Clearing in Richmond, VA, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Wachovia Bank and Ameriprise. Outside of his advisory work, he owns and manages JAX SPEED, LLC, a motorsports company. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement plan consulting services.

Christopher Hogge is a Series 66-licensed financial advisor with Equitable Advisors, based in Richmond, VA, and has two years of industry experience. Prior to joining Equitable Advisors in 2024, he worked at Cary Street Partners and Capital Financial Group. Outside of his advisory role, he volunteers as the middle school head basketball coach at Saint Patrick Catholic School. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management services delivered through various advisory programs and third-party managers.

Karen Whitlock is a financial advisor with Wells Fargo Clearing in Richmond, VA. She holds Series 63 and Series 66 licenses and has nine years of industry experience, including ten years with Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, supported by research from Wells Fargo Investment Institute and third-party sources.

James Woo is a financial advisor with Ameriprise in Glen Allen, VA, holding Series 63 and Series 65 licenses and possessing 30 years of industry experience. He has been with Ameriprise since 1996, including its predecessor firm, and has ownership interests in a technology business, Youncl Corp. He also serves as Treasurer on the Board of Directors for Waikiki, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that emphasizes dependable income sources and tax-aware withdrawal strategies. The firm's retirement program involves a centralized team that collaborates with advisors to produce written Recommendation Reports based on proprietary research and tools.

Derek McGinthy is a Financial Consultant at Fidelity Investments, where he has been working since 2022. He has held various roles within Fidelity since 2010, including Planning Consultant, Relationship Manager, Financial Representative, Retirement Brokerage Services, and Defined Contributions Specialist. Prior to his time at Fidelity, Derek was a General Supervision Specialist at SunTrust Investment Services and a Personal Banker at Wells Fargo. Throughout his career, Derek has focused on financial planning as a collaborative process, guiding clients toward their life goals by integrating their personal and financial circumstances. His professional experience spans multiple facets of financial services, emphasizing client education and personalized financial guidance. Outside of his professional life, Derek enjoys family activities, fishing, golf, skiing, soccer, and traveling.

Ross Plunkett is a financial advisor with Wells Fargo Clearing in Richmond, VA, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and has been with Wells Fargo Bank NA since 2010. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Clinton Rhodes is a financial advisor at OSAIC with 23 years of industry experience. He held a previous role at Sagepoint Financial, INC for 14 years before joining OSAIC in 2023. Rhodes holds Series 63 and Series 65 licenses. He is also involved with IKEMOR Company Inc as a statutory agent and works with HSA Bank assisting clients in establishing Health Savings Accounts. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a broad range of integrated financial services and employs asset-allocation tools and multiple advisory platforms to construct portfolios across various asset classes.

David Houck is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise, he spent 22 years at Capital One. Outside of his advisory role, he serves as an elder and clerk on the Board of Directors for Providence Presbytery Church. Ameriprise Financial Services is a large institutional firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides specialized retirement-income planning and written Recommendation Reports. The firm’s approach integrates investment research, third-party data, and algorithmic tools, with an emphasis on dependable income sources and tax-aware withdrawal strategies.

Kenneth Jamerson Jr. is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney LLC since 2013 and Morgan Stanley Private Bank, N.A. since 2021. He serves as a board member and community liaison for the Westhampton Citizens Association in Richmond, Virginia. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and models outcomes using methodologies such as Monte Carlo simulations while offering a broad range of retail and institutional investment products.

Allen Sleeman is a CFP®-certified financial advisor with 17 years of industry experience. He is currently affiliated with Wells Fargo Clearing, where he has worked for 10 years, and has prior experience at Wachovia Bank, N.A. Outside of finance, Sleeman is a musician and mobile audio engineer, involved in drumming and audio recording activities in Henrico, VA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides a range of investment advisory services, financial planning, retirement plan consulting, and offers both brokerage and advisory solutions.

Alberta Marx is a Series 66-licensed financial advisor with two years of industry experience, currently with Equitable Advisors. She previously held roles at Morgan Stanley and Wells Fargo Clearing Service. Outside of her advisory work, she is involved with Power Global Ministries as Director of Economic Development, assisting individuals in developing business ideas for income generation. Equitable Advisors serves a broad client base, including individuals, retirement plans, and institutions, offering financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives. The firm employs a model-driven approach utilizing third-party asset managers and discretionary programs, focusing on a range of investment vehicles and ERISA fiduciary services.

John Miller III is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes long-term tenures at Prudential Insurance Company of America and Pruco Securities, LLC, along with prior work at Morgan Keegan & Company, LLC. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base that includes individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, third-party asset manager access, and participation in the Model Wealth Portfolios wrap program.