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.

Christopher Brennan is a financial advisor with Ameriprise in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he has involvement in real estate ownership unrelated to investment activities. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm offers a range of advisory, brokerage, and insurance solutions and uses a centralized consulting team to deliver tailored, research-driven retirement income recommendations.

Austin Pierce is a financial advisor at Edward Jones in Richmond, VA, holding CFP® and Series 66 credentials with seven years of industry experience. His prior work includes roles at Anchor Insurance Group, Virginia Tech Recreation Sports, and CRH Catering. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including managed solutions, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Weslie Green Mineart is a financial advisor with Ameriprise in Richmond, VA, holding Series 63 and Series 65 licenses and 16 years of industry experience. She has been with Ameriprise and its affiliated entities since 2012. Outside of her advisory role, she owns a business called The Lady Gang and serves on the Board of Directors for the Central Virginia Financial Planning Association as Forum Committee Chair. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Michael Sanson is a CFP® with 37 years of experience in financial services, currently affiliated with Cetera. His career includes roles at Virginia Asset Management and Securian Financial Services, among others. He is a partner in a private equity investment LLC and an officer in a sales company outside of the investment industry. 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 with access to various portfolio management options, including model portfolios, third-party managers, and bespoke strategies.

Benjamin Hackel is a CFP® professional with one year of industry experience, currently serving as a financial advisor at Edward Jones in Midlothian, VA. His previous roles include positions at Pathfinder Wealth/Northwestern Mutual and Liberty University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies with approximately $1.01 trillion in assets under management. The firm is distinguished by its extensive advisor network, comprehensive service offerings, and affiliated capabilities including a trust company and proprietary mutual funds.

James Mc Pherson is a financial advisor at Edelman Financial Engines with 15 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial and several Edelman-affiliated entities since 2008. 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 to offer diversified portfolios, discretionary management, and a range of retirement and wealth management solutions.

Zachary Campbell is a financial advisor at Cetera with nine years of industry experience. He holds a Series 66 designation and previously worked with Virginia Asset Management and Securian Financial Services. In addition to his advisory role, he sells life, health, disability, fixed annuities, and long-term care insurance. Cetera is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management and financial planning services across various program structures.

Brian Shea is a Financial Consultant at Fidelity Investments, where he focuses on helping clients make informed financial decisions through clear guidance in investing, retirement income planning, and wealth management. He collaborates closely with clients to develop personalized strategies aligned with their financial goals, utilizing Fidelity's resources. Brian has accumulated experience in the financial services industry through various roles, including Vice President-Financial Consultant at Charles Schwab and Senior Financial Consultant at TD Ameritrade. His career began as a Business Development Specialist at TD Ameritrade, demonstrating a progressive trajectory in client advisory and financial consulting roles. Outside of his professional work, Brian enjoys activities such as board games, camping, social events with friends, movies, parenthood, and skiing.

Ashley Foster is a financial advisor with Cetera, holding CFP® and Series 66 credentials and bringing 10 years of industry experience. She has worked with Virginia Asset Management and Securian Financial Services, among others. Foster is also the owner of Mindful Divorce Solutions, a business focused on divorce analytics and client assistance during divorce. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary accounts.

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.

Trevor Roberts is a Series 66-licensed financial advisor with Equitable Advisors, where he has worked since 2006. He has 20 years of industry experience, including 14 years at Axa Advisors, LLC. Outside of his advisory role, Roberts is a business owner and tax preparer, and he serves as a ruling elder at Sycamore Presbyterian Church, participating in spiritual leadership and community engagement. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and various asset management programs, utilizing both firm-sponsored and third-party advisory models.

Jennifer Dipietro is a financial advisor at LPL Financial with 24 years of industry experience. She holds a Series 66 designation and has worked at LPL Financial since 2014. Her prior experience includes roles at Webster Bank NA and Advest, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of financial planning and investment services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Robert Acree is a financial advisor at Cetera holding a Series 66 designation. He has one year of industry experience, with prior work including roles at Virginia Asset Management, Cetera Wealth Services, and Capital Ale House. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers.

Brice Gehman is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2024. His prior work includes roles at Bank of America and Chesterfield County Public Schools. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Michael White Sr. is a financial advisor with Cetera, holding the ChFC® designation and over 43 years of industry experience. His career includes long tenures at Securian Financial Services and Minnesota Life Insurance Company, as well as ownership roles at Virginia Asset Management LLC and MCWhite Farms LLC, a hunting land business. White’s practice encompasses advisory services and insurance, supplemented by his involvement in fixed insurance sales. Cetera Investment Advisers LLC distributes services through a large network of independent advisors and serves individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services with scalable multi-manager platforms and access to third-party money managers.

Sawyer Jensen is a financial advisor at Fidelity with three years of industry experience. He previously worked at RBC Wealth Management and has held roles outside finance, including a position at Brooks Pest Control. Sawyer holds the Series 63 and Series 66 licenses. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines fundamental research with quantitative and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs.

Angela Garris is a Financial Consultant currently working at Fidelity Investments since 2016. In her role, she collaborates with clients to develop personalized financial plans aimed at growing and protecting wealth, preparing for unforeseen events, and supporting individual financial goals. Her professional background includes positions as Regional Vice President at Suntrust Investments from 2011 to 2014 and at Riversource from 2008 to 2009. Prior to that, she served as a Business Development Coach and Wholesaler at Genworth Financial from 1998 to 2008, and held New Business Specialist roles at Central Fidelity in 1997 and James Mitchell from 1994 to 1996. Outside of her professional work, Angela is interested in family activities, motorcycles, and traveling.

Eli Caveness is a Financial Consultant at Fidelity Investments, a role he has held since 2025. Prior to this, he served in various positions at Fidelity Investments, including Investment Consultant from 2024 to 2025, Relationship Manager from 2023 to 2024, Workplace Planning & Advice Help Desk in 2023, and Workplace Planning Consultant from 2022 to 2023. His professional approach centers on compassion, education, and trust, aiming to simplify complex financial matters for clients and enable them to make informed decisions. Eli emphasizes client education to foster a trusted partnership focused on achieving financial success. Outside of his professional responsibilities, Eli has interests in cooking and baking, fitness, football, pets, and traveling.

Phillip Yesbeck is a CFP® professional with 10 years of industry experience. He is currently with Cetera and has previously worked at Virginia Asset Management and Securian Financial Services. Yesbeck also serves as a financial advisor at Virginia Asset Management, offering securities, insurance, and advisory services. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through multiple program structures and manager options.