David Aldridge is a financial advisor with Raymond James & Associates in Richmond, VA, holding Series 63 and Series 66 licenses and seven years of industry experience. He has been with Raymond James since 2019 and was self-employed for 14 years prior. Aldridge serves as a trustee and co-trustee for Beech IRA. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, supporting both retail and institutional clients, with a notable presence in public finance and municipal work.

Mark Best is a financial advisor at Edward Jones in Richmond, VA, holding the CFP®, ChFC®, and Series 66 designations with six years of industry experience. Prior to joining Edward Jones in 2019, he served five years in the United States Marine Corps. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Jean Jumet is a financial advisor with Raymond James & Associates in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Raymond James & Associates since 2017 and has served at Raymond James Financial Services since 2025. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500 billion in assets. The firm offers wealth advisory planning and investment consulting to a diverse client base, including individuals, pension plans, corporations, and government entities, providing non-discretionary advice supported by an extensive affiliate network and specialized municipal finance capabilities.

Patrick Meyer is a CFP®-designated financial advisor with Wells Fargo Advisors in Richmond, VA, and has 22 years of industry experience. He has been with Wells Fargo Advisors and related entities since 2010. Outside of Wells Fargo, he is involved in wealth management firms in Virginia, including Meyer Wealth Management LLC and River Hills Wealth Management, LLC. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions that address various client needs. Advisors use firm research and planning tools to develop tailored recommendations, with clients choosing how to implement them through brokerage or advisory programs.

Fernando Velasco is a financial advisor at Ameriprise with Series 66 credentials and four years of industry experience. He has worked at Ameriprise since 2021 and previously spent 15 years at Capital One Financial. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria. The firm provides advisory, brokerage, and insurance solutions through affiliated companies and uses a combination of research, modeling, and tax-efficiency analysis to generate personalized retirement income recommendations.

John Schaeufele is a financial professional with Cetera, holding Series 63 and Series 65 credentials and nearly 10 years of industry experience. He has worked at OneAmerica Securities and American United Life and has served with Cetera and Cetera Advisors LLC since 2023. Outside of his advisory role, he is involved in referral services through businesses such as Gig Worker Solutions and MYGIG, assisting self-employed individuals and businesses with benefit packages and payroll tax credit referrals. Cetera is an SEC-registered adviser serving 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 access to third-party money managers, managing over $256 billion in assets through more than 10,000 advisors.

Shawn White is a financial advisor with LPL Financial in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He worked previously at Sagepoint Financial, Inc. for nine years before joining LPL Financial in 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting with both discretionary and non-discretionary management supported by internal and third-party research.

Anna Grasso is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. She has been with Ameriprise since 2021 and previously focused on homemaking from 2013 to 2021. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendations. The firm operates as a large institutional provider offering a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Hill Mallory IV is a financial advisor with Wells Fargo Clearing in Richmond, VA, holding Series 65 and Series 63 credentials and two years of industry experience. He has been with Wells Fargo Clearing since 2024 and also has experience at Wells Fargo Bank, NA. Mallory has worked in various roles including positions related to golf clubs and athletics organizations. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and utilizes research from Wells Fargo Investment Institute along with third-party data, applying diversification and modern portfolio theory in its investment approach.

William Killorn is a financial advisor with Wells Fargo Clearing in Richmond, VA, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as president of Eagles Court HOA in Nellysford, VA, where he participates in long-range planning and capital improvements. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

John Hamilton is a financial advisor at RBC Capital Markets with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Truist Investment Services and BB&T Securities. Outside of his advisory role, he serves as treasurer for the Scott & Stringfellow Educational Foundation, managing scholarship payments and related financial documentation. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers customized advisory programs that incorporate discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing a mix of in-house and third-party investment managers.

Margaret Rushing is a financial advisor at RBC Capital Markets with a Series 66 designation and approximately two years of industry experience. Her prior work includes roles at New York Life Insurance Company and Lloyd Agencies. She has held positions outside finance as well, including work at Back Door Tavern and Temple Hills Country Club. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, featuring discretionary and non-discretionary portfolio management along with financial planning and custody services.

Andrew Brancaccio is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model wealth portfolio programs, third-party asset management, and access to a broad range of brokerage and insurance products via its integrated platform.

James Schmidt is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked with Raymond James in various capacities since 2011 and currently owns and operates Schmidt Wealth Management & Associates, LLC. Schmidt also serves as a FINRA-approved arbiter in a part-time consulting role. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, providing tailored advice supported by asset allocation analysis, firm research, and a broad affiliate network.

Michael Barck is a financial advisor with Wells Fargo Clearing in Richmond, VA, holding Series 63 and Series 65 licenses and having 30 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of his advisory role, he serves as a trustee for his mother. 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 investment approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Daniel Walton is a financial advisor with Wells Fargo Clearing in Richmond, VA, holding a Series 66 designation and four years of industry experience. Prior to joining Wells Fargo in 2022, he worked at James Madison University and Blue Ridge Community College. He also has experience managing operations at Shenandoah Acers Family Campground. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering a range of brokerage and advisory solutions supported by extensive research and analytics.

Scott Garnett is a financial advisor with UBS Financial Services in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at UBS and its predecessor, PaineWebber Incorporated, since 1998. Outside of his advisory role, Garnett is a manager of an operating farm through Beardog LLC and serves on the board of directors for Reservoir Distillery, a private company. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor client plans. The firm integrates institutional trading capabilities with wealth management and offers a broad range of advisory and capital markets services.

Sheila Freeman is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. Her prior work includes roles at Virginia Asset Group, Sonabank, and Infinex Investments, Inc. She operates Ashpark Financial Group, LLC, which is affiliated with her LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of advisors. The firm offers a range of financial planning and advisory programs along with brokerage services, utilizing research and model portfolios to support both discretionary and non-discretionary management.

Tyler White is a financial advisor with Mass Mutual Investors Services in Mechanicsville, VA, holding Series 63 and Series 65 licenses and nine years of industry experience. He has been with Mass Mutual and its affiliated companies since 2015. He is a partner in Clear Water Capital, a business focused on building and growing a financial planning practice under Mass Mutual’s umbrella. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative financial planning engagements using firm-approved software and also provides educational seminars and event-driven planning services.

Philip Moore III is a CFP® professional affiliated with LPL Financial, bringing 20 years of industry experience. He has worked at LPL Financial since 2022 and has a concurrent history with Cuna Brokerage Services, Inc. and Cuna Mutual Group dating back to 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.