Peter Switzer is a financial advisor with Equitable Advisors in Richmond, VA, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has been with Equitable Advisors since 2017, following a brief period at AXA Advisors LLC and prior experience at Fastsigns. He also operates a separate business under the name Community Financial Group. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and other endorsed third-party managers to deliver a range of advisory and brokerage solutions.

James Ingoe is a financial advisor with UBS Financial Services in Richmond, VA, holding a Series 66 designation and 18 years of industry experience. He has been with UBS since 2015 and also serves as a financial education instructor at multiple institutions, including Penn State Mont Alto and Montgomery College. Ingoe is a partner at Boundary Rock Financial Group. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering a range of financial planning, portfolio management, and capital markets solutions. The firm integrates institutional trading capabilities with wealth management through a network of Financial Advisors using proprietary research to tailor investment strategies.

Thomas Gee Jr. is a financial advisor with Morgan Stanley in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Davenport & Company LLC, and Wells Fargo Advisors. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client relationships and corporate agreements.

Jason Koptish is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Raymond James Financial in Glen Allen, VA since 2013. He is the owner and CEO of Mainsail Wealth Advisors, LLC, a support company. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individual investors, institutions, and public entities. The firm offers tailored advisory services and specialized programs such as the SIMPLE IRA Employer Advisory & Consulting Services for small businesses.

Jonathan Wood is a financial advisor with Ameriprise in Monterey, VA, holding Series 65 and Series 66 licenses and bringing 20 years of industry experience. He has been with Ameriprise and its affiliate firms since 2006. Outside of his advisory role, he is involved in managing multiple multi-family real estate properties. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations through a centralized consulting team.

Eric Watson is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on developing strategies to help clients pursue their short-, mid-, and long-term financial goals. He serves as a resource for a range of financial needs including general investing, retirement planning, and saving for unexpected events. Eric also facilitates access to Bank of America specialists for banking, credit, home financing, and small business solutions. Eric holds a Master of Business Administration (MBA) from Seton Hall University and a Bachelor's Degree from Saint Peter's College. He carries the professional designation of Personal Investment Advisor (PIA).

David Simpson is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory role, he coaches soccer at Short Pump Middle School in Glen Allen, VA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Howard Disavino Jr. is a financial advisor with Mass Mutual Investors Services in Glen Allen, VA, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has been with MassMutual and its affiliated firms since 1994. Outside of financial advising, he is involved in several ventures including ownership of a brewery and an arena racing team. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements utilizing software tools and provides educational seminars alongside various investment programs.

Roger Kasch is a financial advisor at Ameriprise with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameriprise and its affiliated entities since 2005. Kasch is a co-owner of Kasch, Levitch, McAleer & Associates and serves on the board of The Rita Patricia Ball Foundation. Ameriprise provides retirement-income planning services primarily for clients 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 through its affiliated companies.

Chelsea Foster is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at Wells Fargo Bank, N.A. from 2016 to 2021. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending strategies.

Kim Mccauley is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Ameriprise Financial Services, Inc. for nine years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a fiduciary role when providing investment advice.

Leonard Levitch is a financial advisor at Ameriprise with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameriprise and its affiliated firms since 2005. Outside of his advisory role, he operates a financial planning practice through LDL, LLC. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Brantley Deberry is a financial advisor at Wells Fargo Clearing in Richmond, VA, holding Series 65 and Series 63 licenses. He has experience with several firms, including Wells Fargo Bank, TDB, M&T Bank, New York Life, and Allstate. 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 supports both brokerage and advisory solutions.

Dean Hardy is a financial advisor at Mass Mutual Investors Services with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with MML Investors Services, Inc. and Mass Mutual since 1999. Hardy is a partner in Hardy Disavino LLC, through which he manages business expenses. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved software and structured annual planning engagements.

Sarah Kyle is a financial advisor with Wells Fargo Advisors in Richmond, VA, holding a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo Advisors in 2026, she worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. Sarah served in the United States Peace Corps and has also held positions at Amazon and Banfield Pet Hospital. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients with comprehensive financial planning and investment services. The firm offers a broad planning menu and integrates advisory services with other financial products and referral channels.

Paul Higgins is a financial advisor with UBS Financial Services in Richmond, VA, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with UBS since 2007. Outside of his advisory role, Higgins has served on the board of a historic movie theatre and held leadership roles in local charitable organizations including the Boy Scouts of America and several foundations focused on community development in the Roanoke region. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans. The firm operates across multiple capacities including brokerage, investment advisory, futures commission merchant activities, and capital markets services.

Jessica Hamby is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and 14 years of industry experience. Her prior roles include positions at Capitol Securities Management, Hilltop Securities Independent Network, and Oyster Consulting LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofits through a large national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management and incorporating research from various sources.

Kyle Macdonald is a Series 66-licensed financial advisor at Fidelity with two years of industry experience. Prior to joining Fidelity, he worked at Merrimack Valley Credit Union and has experience outside finance including roles at Dunkin Donuts. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base and manages model portfolios through systematic methodologies and oversight of affiliated and unaffiliated sub-advisers.

Michael Griffin is a financial advisor at Cambridge Investment Research Advisors with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Pruco Securities LLC, Prudential Insurance Company of America, and Signator Investors, Inc. Outside of his advisory role, he is the owner of Griffin Capital Lantern Financial, LLC and is involved in insurance sales through Strategic Planning Solutions, LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent financial professionals using various portfolio management and investment strategies.

Carl Dickson Jr. is a financial advisor with LPL Financial who holds Series 63 and Series 65 credentials and has 30 years of industry experience. He has worked at LPL Financial since 2013 and previously was associated with Claris Financial, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by proprietary and third-party research.