Jonathan Kennedy Jr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes positions at NEXT Financial Group, Woodbury Financial Services, Principal Financial Services, and New England Securities. Outside of advisory work, he owns a coaching business, Strengthening Endeavors LLC. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, retirement 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 diverse investment solutions, including discretionary and non-discretionary portfolio management, proprietary and third-party strategies, and supports various platform arrangements tailored to client objectives.

Brian Groves is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously spent five years with Green Spring Valley Hounds and five years with Deep Run Hunt Club. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Benee Marshall is a financial advisor with Ameriprise in Richmond, VA, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. She has been with Ameriprise and its affiliates since 2005. Outside of her advisory work, she serves on the Trustee Committee at Union Run Baptist Church, where she reviews issues related to the church building and participates in trustee nominations. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement-income planning advice that addresses income sources, tax-aware withdrawal strategies, and Social Security options.

Sean Tyll II is a financial advisor at LPL Financial with 14 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and Edward Jones. Outside of advising, he owns an indoor fitness facility in Richmond, Virginia. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services through a large network of investment adviser representatives and offers diverse investment strategies and operational tools.

Heather Lambert is a financial advisor with Wells Fargo Advisors in Richmond, VA, holding Series 63 and Series 66 licenses and having 25 years of industry experience. She has been with Wells Fargo Advisors since 2024 and previously worked at Wells Fargo Clearing for eight years. Outside of her advisory role, she co-owns a small home remodeling business with her spouse. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning options that include retirement, education, risk management, and specialized services such as business-owner transition and special-needs planning. The firm combines advisory services with other financial products and referral opportunities, delivering customized recommendations backed by proprietary research and planning tools.

Tammy Jenner is a financial advisor with Merrill in Richmond, VA, holding Series 63 and Series 66 licenses and 17 years of industry experience. She has been with Merrill since 2010. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutional accounts.

Gerardo Serrano is a Series 66-registered financial advisor with Fidelity in Glen Allen, VA, possessing two years of industry experience. His prior work includes roles at Atlantic Union Bank and Wells Fargo. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that may include mutual funds, ETFs, and ETPs.

Michael Tuteral is a financial advisor at Edelman Financial Engines with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Financial Engines Advisors L.L.C., Edelman Financial Services, LLC, and Vectors Research Management, LLC. He is based in Henrico, Virginia. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner-led delivery and online tools, offering diversified portfolios, periodic rebalancing, and a long-term investment approach.

Stacey Baker is a financial advisor with Wells Fargo Clearing in Richmond, VA, holding Series 63 and Series 66 designations and with 27 years of industry experience. She has been with Wells Fargo Clearing since 2017, following a year of salary continuation leave with Wells Fargo Securities. 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, utilizing research from Wells Fargo Investment Institute and applying diversification principles and modern portfolio theory.

Charles Bradshaw is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2024. He previously worked at Wells Fargo Clearing for eight years. Bradshaw participates in charitable activities as a foundation committee member and investment committee member for the Elk Hill Foundation in Goochland, VA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and develops tailored recommendations supported by Wells Fargo research and planning tools.

James Snell is a financial advisor with MassMutual Investors Services in Glen Allen, VA, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. His prior experience includes roles at MassMutual Life Insurance Company, Geico, Truist Investment Services, and Wells Fargo Advisors. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, utilizing firm-approved tools to deliver written recommendations within collaborative annual planning relationships.

Peter Squire Jr. is a financial advisor with Raymond James & Associates, holding a Series 63 designation and bringing 43 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and charitable organizations, offering financial planning and consulting services through various tailored, non-discretionary programs.

Walter Fisher is a financial advisor with Wells Fargo Clearing in Richmond, VA, holding a Series 66 designation and 18 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at BB&T Investment Services, Inc. and Ameriprise. 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 offers both brokerage and advisory solutions, utilizing research and analytics from Wells Fargo Investment Institute and third-party sources.

Mark Macinnis is a financial advisor with Mass Mutual Investors Services in Glen Allen, VA, holding Series 63 and Series 65 credentials and 24 years of industry experience. He previously worked at MetLife Securities Inc. and MassMutual Life Insurance Company. Outside of his advisory role, he is the head wrestling coach at Midlothian High School. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning, asset management, and educational services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers structured, collaborative financial planning engagements using firm-approved analytical tools, with implementation of recommendations facilitated through separate brokerage or insurance arrangements.

Sean Ekiert is a financial advisor at Raymond James & Associates with 29 years of industry experience. He has held positions at Davenport & Company LLC, Scott & Stringfellow, LLC, and Bb&T Securities, LLC prior to joining Raymond James in 2013. He serves on the advisory board for Chesterfield County Public Schools, participating in budget review and recommendations. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and nonprofit organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Patrick Dauer is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and 21 years of industry experience. He has worked at Prudential Insurance Company of America since 2004 and was affiliated with Pruco Securities, LLC for 20 years prior to joining LPL Enterprise. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and other entities through a network of investment adviser representatives. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Jesse Lamphere is a financial advisor with Wells Fargo Clearing in Richmond, VA, holding a Series 66 designation and four years of industry experience. He has been with Wells Fargo Bank, N.A. since 2016 and Wells Fargo Clearing since 2021. 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 offers both brokerage and advisory solutions.

Karen Redding is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing eight years of industry experience. Her background includes roles at Avantax Advisory Services and Avantax Investment Services, and she is also the owner of Karen Redding LLC, which operates Liberty Tax Service. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory through a network of independent professionals. The firm provides a variety of investment implementation options and maintains proprietary and unaffiliated model strategies tailored to client objectives.

Richard Garnett is a financial advisor at UBS Financial Services with a Series 66 designation and two years of industry experience. His prior roles include positions at Pennsylvania State University, Southern Brick, and Collegiate School. 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 uses proprietary research and model-based asset allocations to tailor financial plans and manages a range of services including portfolio management, financial planning, and capital markets activities.

Marcel Morin is a financial advisor with LPL Financial in Glen Allen, VA, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked at multiple firms, including Kestra Financial Services and Questar Asset Management. 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 range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.