Gregory Rolen is a financial advisor with Ameriprise in Richmond, VA, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise provides a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical for a large institutional firm.

Jason Brooks is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63, 65, and 66 licenses and has 17 years of industry experience. His prior work includes roles at Wells Fargo Advisors LLC and First Clearing, LLC. Brooks also serves as a Practice Support Manager for Atlantic Union Financial Consultants, LLC, a role outside of his advisory duties. 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 investors. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains notable capabilities in municipal advisory and specialized retirement plan consulting.

Brian Kucskar is a financial advisor at Merrill with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill since 2019. Prior to joining Merrill, he held roles at SunTrust Investment Services and Suntrust Advisory Services. Outside of his advisory work, he is an administrator for a separate entity based in Mechanicsville, Virginia. Merrill provides managed account services primarily to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Marc Elim is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Elim has served as past chair of the William and Mary Athletics Foundation Board and is a finance committee member for the Children's Museum of Richmond. 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 advisory process is IPS-driven, grounded in modern portfolio theory, and includes a broader set of financial product offerings than typical institutional advisers.

Mark Knezevich is a financial advisor at Edward Jones with 27 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Edward Jones, he worked at Truist Advisory Services Inc and BB&T Securities. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a large nationwide network of financial advisors and branch offices.

Benjamin Page is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Page serves on the board of directors for the Springfield Commons Business Owners Association. Ameriprise is an institutional firm that offers a retirement-income planning service tailored to individuals approaching or in retirement, with a focus on clients meeting specific asset thresholds. The firm provides a range of advisory, brokerage, and insurance solutions, utilizing algorithmic tools and research to generate personalized retirement income recommendations.

Wiley Keel Jr. is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors in Richmond, VA, bringing 26 years of industry experience. He has held roles at Cambridge Investment Research Advisors since 2017 and previously worked for 1st Global Insurance Services, Inc., 1st Global Advisors, Inc., and 1st Global Capital Corp. for nearly two decades. He is also president of Joyner, Kirkham, Keel & Robertson PC, a CPA firm. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a broad network of independent financial professionals. The firm offers a range of investment solutions, including proprietary model strategies and access to third-party managers, with tailored approaches to meet client objectives.

Jean Darcy is a financial advisor with Mass Mutual Investors Services in Glen Allen, VA, holding Series 63 and Series 65 licenses and possessing 43 years of industry experience. He has been with MML Investors Services and its affiliated entities since 1996. In addition to his advisory role, he is involved in outside insurance sales as an insurance broker specializing in life, health, and fixed annuities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Stephen Harrison is a financial advisor with LPL Financial in Richmond, VA, holding Series 63 and Series 66 credentials and having 28 years of industry experience. He has been with LPL Financial since 2006. Outside of his advisory role, he is involved in life and health insurance activities. LPL Financial is an SEC-registered investment adviser and broker‑dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management approaches and providing access to model portfolios and research from multiple sources.

Gail Warren is a financial advisor with Wells Fargo Clearing in Richmond, VA, holding Series 63 and Series 65 licenses and 45 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven, incorporating modern portfolio theory and offering both discretionary and non-discretionary services, including investment policy statement preparation, investment recommendations, performance reporting, and participant education.

Cheryl Pearson is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Ameriprise and its affiliated entities since 2011. Outside of her advisory role, she is involved with The Grove Foundation, a nonprofit organization supporting a soccer club where she manages various operational and game-day activities. Ameriprise is an institutional firm offering a retirement-income planning service geared toward clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Daniel Smith is a financial advisor at Raymond James Financial with a Series 66 credential and two years of industry experience. He is also associated with Towne Wealth Management, where he supports other advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs tailored planning and analytical tools to support client goals and offers specialized municipal and public finance advisory services.

Adam Donohoe is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at MML Investors Services, LLC since 2018 and Mass Mutual Life Insurance Company since 2016. Outside his primary role, he provides financial planning services through Legacy Partners LLC, focusing on retirement, insurance, and investment planning. Mass Mutual 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, emphasizing collaborative annual engagements and the use of analytical tools to develop client recommendations.

Benjamin Bowman Jr. is a Series 66-credentialed financial advisor with four years of industry experience, currently affiliated with Cetera in Richmond, VA. His career includes roles at VAM Partners–Irongate Capital Advisors, Securian Financial Services, and Worth Higgins & Associates, Inc. He serves as a board member for Corporate Growth Richmond, a nonprofit networking organization, and works as a consultant for the Printing and Graphics Association MidAtlantic. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with diversified portfolio management options, including discretionary and non-discretionary services, and manages over $256 billion in assets through more than 10,000 advisors.

Christopher Schmidt is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 designations and one year of industry experience. His prior roles include positions at Morgan Stanley, Main Street Home Loans, and Pentagon Federal Credit Union. 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 advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Ronald Poindexter is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 and 65 licenses, with 42 years of industry experience. He has worked at LPL Financial since 2018 and previously spent five years at Cetera Advisors LLC. In addition to his advisory role, he is involved with Infinity Financial Partners, an entity connected to his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by proprietary and third-party research and technology.

Marshall Waller is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds the Series 66 designation and previously worked at Bellwether Enterprise Inc for six years. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Michael Thompson is a financial advisor with Mass Mutual Investors Services in Glen Allen, VA, holding Series 63 and Series 65 designations and 24 years of industry experience. He has been with MML Investors Services, Inc. and Mass Mutual Life Insurance Company since 2002. Thompson is also the owner and managing partner of The Collective Wealth Management, LLC, which offers financial advisory and insurance services. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides comprehensive financial planning, asset management, and educational seminars, using firm-approved tools to deliver tailored recommendations through annual collaborative engagements.

Thomas Catlett is a financial advisor at Morgan Stanley with 37 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Smith Barney since 2010 and Morgan Stanley Private Bank, National Association since 2015. He serves as a trustee or co-trustee for a trust based in Richmond, Virginia. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services that include both direct client plans and Corporate Financial Planning agreements.

Jeremy Reed is a financial advisor at Wells Fargo Advisors with 13 years of industry experience. He has worked in various roles within Wells Fargo entities since 2009. Reed is the owner of Cardinal Asset Management LLC and serves as treasurer for Special Olympics of Virginia. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad menu of planning services tailored to clients meeting specific net-worth thresholds. The firm combines advisory services with other financial products and referral channels.