Robert Steele is a financial advisor with LPL Financial in Chester, VA, holding a Series 66 designation and possessing 10 years of industry experience. He previously worked at Investment Centers of America, Inc. before joining LPL Financial in 2017. Outside of his advisory role, Steele manages a non-variable insurance branch and sells property and casualty insurance. LPL Financial serves a broad client base including individuals, retirement plans, banks, and corporations, offering financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives. The firm provides both discretionary and non-discretionary management with access to model portfolios, third-party research, and various institutional programs.

Justin Martin is a financial advisor with Ameriprise in Powhatan, VA, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliate since 2002. Outside of his advisory role, Martin serves on the board of directors for the nonprofit organization Together for Tanzania and owns a financial planning business called Prestige Planning. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet certain asset thresholds, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to generate tailored retirement-income recommendations.

Christopher Cox is a financial advisor at Ameriprise with 15 years of industry experience. He holds the Series 66 designation and has worked at Ameriprise and its related entities since 2012. Outside of his advisory role, he is involved in fiduciary activities and serves as an executor. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by a centralized consulting team and algorithmic automation.

Amanda Crawley is a CFP®-certified financial advisor with nine years of industry experience. She is currently with Raymond James Financial Services Advisors, Inc., where she has worked since 2023, having previously held roles at Steward Partners and Merrill. Outside of advising, she serves as a notary. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning using analytical tools to support client goals and maintains unique municipal advisory affiliations.

Michael Velasquez is a financial advisor at Edward Jones in Powhatan, VA. He holds the Series 66 designation and began his advisory career with Edward Jones in 2025. Prior to entering the financial industry, he worked in various roles in the food service and retail sectors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies under a fiduciary standard, supported by a large network of financial advisors and branch offices across the United States.

Nathaniel Urso is a Financial Advisor at Merrill Lynch Wealth Management. He works closely with individuals, families, and businesses to develop customized financial strategies that focus on long-term financial security and growth. Nate emphasizes building lasting relationships based on trust and transparency, aiming to guide clients through their unique financial situations. His expertise includes corporate executive services, divorce transition planning, executive compensation, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, and retirement income. Nate also provides access to Bank of America specialists for additional financial services such as banking, credit, home financing, and small business solutions. Nathaniel holds a Bachelor's Degree from Virginia Polytechnic Institute & State University. He has earned professional designations including Certified Plan Fiduciary Advisor (CPFA) and Personal Investment Advisor (PIA). Outside of work, he enjoys camping, golfing, hiking, reading, skiing, spending time with his family, surfing, and traveling.

Richard Keller is a financial advisor at Thrivent Investment Management with 13 years of industry experience. He holds Series 63 and Series 65 designations and has been with Thrivent Financial and Thrivent Investment Management since 2016. Outside of his advisory role, Keller manages operations for Grizzard Homes and Buildings, serves on the finance committee of Mount Pleasant Baptist Church, and owns Abba's Apiary, where he practices honey bee husbandry and markets raw honey locally. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based financial planning across a broad range of topics, typically without discretionary trading authority, and allows clients to combine planning with managed-account programs under a consolidated billing option called WealthPlan.

James Gallagher Jr. is a ChFC® and Series 66 designated financial advisor with 12 years of experience, currently practicing at Edward Jones in Prince George, VA since 2013. He serves as the finance officer for the American Legion in Hopewell, VA, overseeing the organization’s financial reporting and banking activities. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals and institutions. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Eric Owen is a financial advisor at OSAIC Wealth, Inc. with 24 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Virginia Asset Management and Securian Financial Services. Outside of his advisory work, he operates a sole proprietorship selling sports cards online and also sells fixed insurance products as a licensed insurance broker. OSAIC Wealth, Inc. serves a diverse range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a combination of brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and multiple third-party platforms to construct customized investment portfolios.

Seth Cushman is a financial advisor at Charles Schwab with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Charles Schwab since 1995, including a 15-year tenure at Charles Schwab Bank, SSB. Charles Schwab & Co., Inc. serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance, supported by multi-asset model portfolios, alternative investment due diligence, and integrated custody and brokerage services.

Moses Maxfield is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously spent 18 years with the Virginia Retirement System. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a wide range of advisory services and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Matthew Wilson is a financial advisor with OSAIC, holding a Series 66 credential and five years of industry experience. He has worked with Royal Alliance since 2020 and previously held roles at State Employees' Credit Union and several other organizations. Outside of his advisory work, he assists in financial planning at Capitol Financial Solutions and solicits fixed insurance products. OSAIC serves a broad mix of retail and institutional clients through a large network of financial advisers and offers integrated brokerage and advisory services, including financial planning, retirement consulting, and access to third-party money managers. The firm utilizes various portfolio construction tools and supports multiple advisory platforms and programs.

Richard La Rose Jr. is a financial advisor with Ameriprise, holding the Series 66 designation and 25 years of industry experience. He has worked with Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he serves on the finance team at New Life United Methodist Church, overseeing the church’s financial statements and investment programs. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendation reports and ongoing advice. The firm’s approach incorporates proprietary investment research and third-party data within a framework influenced by affiliated product relationships.

Anne Meadows is a financial advisor at Edward Jones with 14 years of experience at the firm. She holds the Series 66 designation and is based in Chester, VA. Meadows previously participated in a direct sales distributorship with Arbonne but is no longer actively selling. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and fiduciary services.