Timothy Thompson is a financial advisor with Osaic Wealth, Inc. in Glen Allen, VA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Old Dominion Asset Management, Inc. since 1995 and held positions at LPL Financial and H. Beck, Inc. He also operates as an independent insurance agent specializing in life, disability, and long-term care insurance. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage, advisory, and financial planning services. The firm employs asset-allocation tools, efficient-frontier analysis, and third-party money managers to construct diversified portfolios for various client types.

Dragan Uzelac is a financial advisor at UBS Financial Services with nine years of industry experience. He holds the Series 66 designation and has worked at UBS since 2018, following roles at Merrill and Bank of America. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and mutual fund distribution. The firm combines institutional trading capabilities with wealth management, offering a broad range of services supported by proprietary research and capital markets expertise.

Sophia Crowe is a financial advisor with Wells Fargo Clearing in Richmond, VA. She holds a Series 66 designation and has been in the industry since 2023, with prior experience at Contractors USA Incorporated and involvement with the YMCA. She also attended James Madison University from 2021 to 2025. 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 approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Kelly Ross is a financial advisor at Morgan Stanley with 18 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 66 licenses. 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 that utilizes structured discovery conversations and firm-approved tools to model financial outcomes.

William Cabell II is a financial advisor at RBC Capital Markets in Richmond, VA, holding a Series 66 designation with eight years of industry experience. He previously worked at City National Bank and has been with RBC Capital Markets since 2017. Outside of his advisory role, he serves as an officer in the Rotary Club of Richmond, holding positions as club secretary, president-elect, and president for the 2025-2026 term. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple wrap fee advisory programs tailored to clients’ risk profiles, combining in-house and third-party investment resources along with integrated lending and cash management options.

Guy Miller is a Senior Financial Advisor at Merrill Lynch Wealth Management with 47 years of experience in the financial services industry. He works as part of a three-professional team, including his son and a sales assistant, collectively bringing 74 years of expertise. The team focuses on diversified, balanced equity portfolios tailored to individual client needs. Mr. Miller’s areas of expertise include college education planning, family wealth management strategies, LGBT wealth planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, sports and entertainment, and retirement income. He holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree in General Management from Georgia Tech, part of the University System of Georgia. Outside of his professional role, Mr. Miller has personal interests in boating, fishing, football, and hunting.

Bowlman Bowles III is a financial advisor at RBC Capital Markets with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at City National Bank, Truist Advisory Services, and Scott & Stringfellow, Inc. Outside of his advisory work, Bowles serves on the board of the US Global Leadership Coalition and acts as an Assistant Scoutmaster for the Boy Scouts of America. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored advisory programs with discretionary and non-discretionary management, utilizing both in-house and third-party investment managers.

Matthew Jannone is a Financial Consultant currently working at Fidelity Investments. In his role, he collaborates with clients to develop financial plans and investment strategies tailored to their specific goals, wants, and needs. Matthew has experience in various financial consulting roles, including positions as an Investment Consultant and Planning Consultant at Fidelity Investments, as well as a Financial Consultant and Client Service Specialist at TD Ameritrade. His professional background spans from 2017 to the present, demonstrating progressive experience in the financial services industry.

Daniel Chase is a financial advisor with Cambridge Investment Research Advisors in Richmond, VA, holding a Series 66 designation and one year of industry experience. He has worked at several firms including Cetera and Covenant Wealth Management, and has a background that includes roles outside finance such as landscaping through his business, Cutting to the Chase LLC. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and related services through independent Financial Professionals, utilizing proprietary models and third-party strategies tailored to client objectives.

Alan Hess is a financial advisor with Wells Fargo Clearing who holds Series 63 and Series 65 credentials and has 30 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, Hess serves as treasurer for the VA Home for Boys and Girls, where he oversees financial contributions and program income. 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 process is driven by investment policy statements and modern portfolio theory, with a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Bryan Halstead is a financial advisor at Wells Fargo Clearing with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Vic Bennett Jr. is a financial advisor with Wells Fargo Clearing in Richmond, VA, holding Series 63 and Series 65 licenses. He has been with Wells Fargo and affiliated firms since 2021 and has additional work experience as a drumline instructor at Tucker High School and as an organist with Greater Refuge Church Ministries. 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 combines research from Wells Fargo Investment Institute with a broad range of financial products through its bank and insurance affiliates.

Samuel Sager is a financial advisor with Equitable Advisors in Richmond, VA, holding a Series 66 designation and two years of industry experience. His prior roles include positions at DoorDash and ABC Supply Co, as well as work with Brandermill Community Association and Longwood University. Equitable Advisors serves a diverse client base, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through a combination of advisory and brokerage solutions, relying on LPL-sponsored programs and endorsed TAMPs to deliver services.

Naveed Yousufzai is a financial advisor at Morgan Stanley in Richmond, VA, with nine years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill from 2016 to 2022. Outside of his advisory role, he is employed with Securitas Security Services, USA, in a customer service capacity. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to both individual and institutional clients. The firm emphasizes structured financial planning supported by firm-approved tools and serves clients through personalized plans as well as corporate financial planning agreements.

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, holding Series 63, 65, and 66 licenses and 17 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and First Clearing, LLC. He also serves as Practice Support Manager for Atlantic Union Financial Consultants, LLC. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing client collaboration and tailored recommendations supported by extensive research and an affiliate network.

Brian Kucskar is a financial advisor at Merrill with 26 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Merrill in 2019, he worked at various SunTrust entities from 2008 to 2019. Outside of his advisory role, he serves as an administrator for a non-investment-related entity based in Mechanicsville, Virginia. Merrill provides managed account services to Bank of America fiduciary clients, offering model-based and discretionary investment strategies through its Select Portfolio Solutions program. The firm serves a wide range of clients, including individuals, high-net-worth investors, and institutional entities, integrating investment management with Bank of America’s broader financial platform.

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.