Timothy Strahan is a financial advisor with Morgan Stanley Smith Barney LLC, holding Series 63, 65, and 66 licenses and bringing 19 years of industry experience. He has worked at Morgan Stanley since 2014. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment committee models to support its advisory services.

David Aldridge is a financial advisor with Raymond James & Associates in Richmond, VA, holding Series 63 and Series 66 licenses and having eight years of industry experience. He has been with Raymond James & Associates since 2019 and was previously self-employed for 14 years. He is also involved as a trustee and co-trustee for Beech IRA. 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 municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

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 credentials and bringing 40 years of industry experience. He has been with Raymond James & Associates since 2017 and also worked at Raymond James Financial Services starting in 2025. 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, institutional investors, and municipal entities, offering financial planning and non-discretionary investment consulting through various programs and a broad range of portfolio management styles.

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.

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.

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 Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has worked with Raymond James in various capacities since 2011 and operates Schmidt Wealth Management & Associates, LLC as its CEO. Since March 2025, he has also served as a FINRA-approved arbiter. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse range of clients, including individuals, institutions, and charitable organizations, using tailored, non-discretionary planning and analytical tools to support client goals.

Amy Huff is a financial advisor at Ameriprise with four years of industry experience. She has been with Ameriprise since 2018 and previously worked at RetailData, LLC. Amy holds the Series 66 designation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored recommendations and ongoing planning advice focused on reliable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

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.