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 in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He worked previously at Prudential Equity Group, LLC, from 1996 to 2003 before joining Wells Fargo in 2016. He serves as treasurer for the VA Home for Boys and Girls, providing financial oversight for the nonprofit. 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 employs research-based investment strategies and offers a broad range of brokerage and advisory solutions.

Bryan Halstead is a financial advisor with Wells Fargo Clearing based in Richmond, VA, holding Series 63 and Series 65 credentials and 40 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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 offers both brokerage and advisory solutions supported by research and analytics.

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 Series 66-licensed financial advisor at Equitable Advisors with two years of industry experience. Prior to joining Equitable Advisors, he held positions at DoorDash and ABC Supply Co, and he has experience working in educational and community organizations. Equitable Advisors serves individual and institutional clients, providing financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party models and offers a range of investment options including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Ron Hudgins is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he spent 29 years with Kyanite Mining Corporation. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides personalized recommendation reports and ongoing tax-aware withdrawal strategies.

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, Series 65, and Series 66 credentials and 18 years of industry experience. His prior roles include positions at Wells Fargo Advisors, First Clearing, and Atlantic Union Bank. Brooks also serves as Practice Support Manager at Atlantic Union Financial Consultants, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored non-discretionary planning and consulting using risk profiling and modeling tools, and it supports a broad advisor network with specialized services including municipal and employer advisory programs.

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 at Wells Fargo Clearing with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Dw Inc. and A. G. Edwards & Sons, Inc. Elim serves on the William and Mary Athletics Foundation Board and is involved with the Children's Museum of Richmond's finance committee. 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 with over 14,000 advisors, offering both brokerage and advisory solutions supported by research and analytics.

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 licenses and 28 years of industry experience. He has been with LPL Financial since 2006. Harrison is also involved in non-variable life and health insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, including access to third-party asset managers and institutional platforms, with a focus on both discretionary and non-discretionary strategies.

Gail Warren is a financial advisor at Wells Fargo Clearing with 45 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, previously with A. G. Edwards & Sons, Inc. from 2005 to 2008. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, retirement plan consulting, and brokerage solutions to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and supports a large network of financial advisors.

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.