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.

Sheila Freeman is a financial advisor with LPL Financial in Glen Allen, VA, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. Her prior experience includes roles at Virginia Asset Group, Sonabank, Infinex Investments, BB&T Investment Services, and BB&T Asset Management. She also operates Ashpark Financial Group, LLC, a DBA for her LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research, model portfolios, and various technology applications.

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.

Corey Nesmith is a financial advisor with Ameriprise in Glen Allen, VA, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise since 2005, including its predecessor Ameriprise Financial Services, Inc. He serves on the boards of the Bon Secours Richmond Health Care Foundation and the Virginia High School League Foundation. Nesmith is also a partner in The Westerre Group, LLC, an entity established to support business operations for his team practice. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research-driven modeling and tax-efficient strategies to deliver personalized recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Hynson Marvel III is a financial advisor at Raymond James & Associates with 19 years of industry experience. He holds a Series 66 designation and has worked at firms including Wells Fargo Advisors and Wells Fargo Clearing. Marvel is also the owner of WESTCAP, LLC, an entity that manages business insurance for his branch office. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a broad client base including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Elisabeth Poore is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and possessing 17 years of industry experience. She has held positions at multiple firms including Mahler Capital Management, The Pinnacle Group, and PJ Capital Partners LLC. Outside of her advisory work, she owns and operates EDesigns, a business focused on design and styling, and is a partial owner of PJ Capital Partners LLC as well as serving as bookkeeper for PJ's Tree Service & Landscaping LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm emphasizes non-discretionary planning tailored to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Garrett Walsh is a financial advisor with Wells Fargo Clearing in Roanoke, VA, holding a Series 66 designation and 20 years of industry experience. His career includes roles at Wells Fargo Advisors and LPL Financial. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

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.

Blair Stuart is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds a Series 66 designation and has worked at firms including Fidelity Investments, JP Morgan Securities, and United Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm’s approach includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Thomas Kirby is a financial advisor at LPL Financial with 26 years of industry experience. He holds the Series 66 designation and has previously worked at Hilltop Independent Network Inc., Stifel, and B.C. Ziegler and Company. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and brokerage services, featuring both discretionary and non-discretionary management supported by research and model portfolios.

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.

Stephanie Caudill is a financial advisor with Morgan Stanley in Richmond, VA, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

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.

Jason Stone is a financial advisor with Cambridge Investment Research Advisors in Glen Allen, VA, holding Series 63 and Series 66 licenses and 21 years of industry experience. He has been with Cambridge Investment Research Advisors and its related entity since 2011. Outside of his advisory role, he serves as president of TAG Advisors and GSRC, Inc., and is involved in charitable activities through TAG Charity; he also works as an independent insurance agent and assists in the management of a family-owned furniture business. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services. The firm offers a variety of investment solutions through independent financial professionals, utilizing both proprietary and third-party strategies across multiple platform arrangements.

Rachelle Advani is a financial advisor with Edelman Financial Engines, holding Series 63 and Series 66 credentials and bringing 15 years of industry experience. She has been with Edelman Financial Engines and its predecessor entities since 2015, including Financial Engines Advisors L.L.C. since 2018. Edelman Financial Engines offers 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 provide both discretionary and non-discretionary investment options.