Bivas Ghosh is a financial advisor at Ameriprise with 23 years of industry experience and holds a Series 66 designation. He has been with Ameriprise and its affiliated entities since 2002. Outside of his advisory role, he is involved in managing businesses that purchase tax lien certificates and deeds across multiple states. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Susan Ann Bradshaw is a financial advisor with Wells Fargo Advisors in Richmond, VA, holding a Series 66 designation and seven years of industry experience. She has been with Wells Fargo Advisors since 2020, following twenty years at WELLS FARGO Advisors, LLC. Outside of her advisory role, she serves on the finance committee of River Road United Methodist Church. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including cash-flow, retirement, education, and niche planning such as business-owner transition and special-needs analysis.

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.

Jason Montgomery is a financial advisor with Wells Fargo Clearing in Midlothian, VA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Wells Fargo Clearing since 2016, following four years at Wells Fargo Advisors, LLC. Outside of his advisory role, he is a co-owner of a beach house rental property in Kill Devil Hills, NC. 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 process 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.

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.

Coley Eckenrode is a financial advisor with Cetera, holding a Series 66 designation and 21 years of industry experience. His career includes roles at Virginia Asset Management and Select Brokers LLC. He is also involved in fixed insurance sales as an agent and broker. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to third-party managers through various program structures and custodial relationships.

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.

Alexander Larou is a financial advisor at Cetera with a Series 66 credential and one year of industry experience. He has previously been affiliated with Virginia Asset Management and has a background that includes time at the Virginia Military Institute. Outside of his advisory role, he also works as an insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is a national firm serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a variety of portfolio management and financial planning services through a large network of independent advisors and supports multiple program structures and investment approaches.

Lane Wilson is a financial advisor with Ameriprise in Midlothian, VA, holding a Series 66 designation and 15 years of industry experience. He has been with Ameriprise and its affiliate since 2011. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

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.

Joann Stith Maloney is a financial advisor with Ameriprise in Midlothian, VA, holding Series 63 and Series 65 credentials and 25 years of industry experience. She has been with Ameriprise and its related entities since 2012. Outside of her advisory role, she owns Revive Your Vibe, a business focused on selling essential oils and performing energy work. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Jordan Berryhill is a CFP®-designated financial advisor with 20 years of industry experience. He has worked at LPL Financial since 2018 and previously was with Summit Financial Group and Summit Brokerage Services from 2014 to 2018. Outside of his advisory role, Berryhill is involved with Berryhill CPA & Tax Advisory Service, where he provides tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, brokerage services, and access to model portfolios and research from multiple sources.

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 with Wells Fargo Clearing in Richmond, VA, holding Series 63 and Series 65 licenses and having 40 years of industry experience. He has worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where he has been since 2016. Wells Fargo Advisors is a national securities firm that serves individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm combines research and analytics with a large platform of brokerage and advisory solutions.

Eva Rennalls is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. Her prior work includes positions at Janney Montgomery Scott, Northwestern Mutual, Space IQ, McKesson, and MAPEI Corporation. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendation reports and ongoing annual advice focused on income sources and tax-aware withdrawal strategies.

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.