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 with Raymond James Financial in Richmond, VA, holding a Series 66 designation and two years of industry experience. His career includes roles at Towne Wealth Management and Towne Bank, where he assists advisors. Before entering the financial industry, Daniel gained experience in education and community organizations. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers tailored, mostly non-discretionary advisory services and maintains a notable presence in municipal and public finance through its affiliate network and specialized programs.

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.

Benjamin Blue is a financial advisor with Wells Fargo Clearing in Richmond, VA, holding Series 63 and Series 65 designations and totaling eight years of industry experience. He has been with Wells Fargo Clearing Services since 2018 and previously worked at Wells Fargo Bank NA starting in 2016. Outside of his advisory work, Blue is involved with RVA Party Rentals, where he delivers bounce houses, and he holds partial ownership in Blue Vending Services LLC, which manages vending machine resupply operations. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, combining internal research and third-party analytics to support investment decisions.

Jonathan Baulsir is a financial advisor with Edward Jones in Ashland, VA, holding a Series 66 designation and 23 years of industry experience. He worked at Franklin Templeton Distributors, Inc. for nine years before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of advisors and branch offices. The firm is noted for its comprehensive service offerings, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and a fiduciary standard in its advisory services.

Michael Marziaz is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds the Series 66 designation and has previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, and First Command Insurance Services, Inc. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory, and brokerage services through a platform that integrates investment adviser representatives with access to model portfolios, third-party asset management programs, and a broad range of financial products.

Timothy Scanlon is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 34 years of industry experience. He previously worked at Lincoln Financial Securities Corporation for seven years before joining Cambridge in 2019. In addition to his advisory role, he serves as vice president of Deep Run Financial, an independent insurance agency. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using multiple portfolio management platforms and both proprietary and third-party investment strategies.

Kimberly Hicks is a financial advisor with Raymond James Financial Services Advisors, Inc. in Richmond, VA, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. Her prior roles include positions at Commonwealth Retirement Investments, Purshe Kaplan Sterling Investments, and Lincoln Financial Advisors Corporation. She serves as Finance Chair on the executive board of the Randolph Macon Woman’s College & Randolph College Alumna Association and is Treasurer for the Reveille United Methodist United Women of Faith. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipalities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored plans developed through risk profiling and firm research, with a significant portion of assets managed on a non-discretionary basis.

Jacqueline Taylor is a financial advisor at LPL Financial with 40 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. In addition to her advisory role, she is involved with the Department of Elections in Richmond, VA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing various management approaches and research resources.