Kenneth Elkins is a financial advisor with Cambridge Investment Research Advisors in Richmond, VA, holding Series 63 and Series 65 designations and 25 years of industry experience. He has been with Cambridge since 2011. Elkins serves as a board member for the Cooperative Baptist Fellowship Church Benefits Board and volunteers with Christopher Newport University. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, utilizing a range of portfolio management approaches and proprietary model strategies.

Christopher Greear is a financial advisor with Equitable Advisors in Richmond, VA, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Valic Financial Advisors, and Axa Advisors. Outside of his advisory work, he occasionally supports a local business called Killa Dillas in Richmond by assisting with purchasing and record keeping. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm uses a range of advisory programs and third-party asset managers to deliver tailored investment solutions.

Susan Hulcher is a Series 66-licensed advisor with RBC Capital Markets in Richmond, VA, bringing 10 years of industry experience, all of which have been with RBC since 2016. She serves on the board of Blue Star Families of Richmond, a nonprofit supporting mothers of active-duty military members, where she is the 2nd Vice President and Blue to Gold Liaison. 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 combining discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

Mark Davis is a financial advisor with LPL Financial in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with LPL Financial since 2004. Outside of his advisory role, he has authored a manuscript on investing basics that he is seeking to publish. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, providing advice through a large network of investment adviser representatives.

John Harvie is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2020. He previously worked at Wells Fargo Clearing and Banc of America Investment Services, Inc. Harvie is also involved in managing several investment-related business entities and holds roles as power of attorney and executor in family investment matters. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and utilizes proprietary research and tools to develop tailored recommendations for its clients.

Traci Anne Dracoulis is a CFP® professional with 13 years of industry experience, currently affiliated with Cetera. Her career includes roles at Truist, BB&T Securities, Mass Mutual, and Morgan Stanley. In addition to her financial advisory work, she is a partner in SGT Drac Woodworking LLC, a custom woodworking business. Cetera Investment Advisers LLC serves a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Michael Mills is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2016 and previously held positions at Amundi Pioneer Institutional Asset Management, American Century Advisory Services, Delaware Capital Management Advisers, and Lincoln Financial Distributors. Outside of his advising role, Mills serves as a committee member for Boy Scouts of America Troop 709, assisting with promotions, community service, and administration. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers comprehensive financial planning and investment management services through a network of independent professionals utilizing various portfolio management and model-based solutions tailored to client objectives.

Nathaniel Snider is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2025. He is a Certified Financial Planner dedicated to helping clients and their families grow their wealth, protect their income, and simplify their financial lives. Nathaniel has been with Fidelity Investments since 2014, progressing through various roles including Financial Representative, Investment Consultant, and Financial Consultant before becoming Vice President. Prior to joining Fidelity, he worked as a Financial Consultant at ICMA-RC in 2019. Outside of his professional career, Nathaniel is engaged in family activities and enjoys interests such as fitness, gardening, hiking, parenthood, and reading.

William Warren is a financial advisor at UBS Financial Services with 10 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill for six years. Warren serves as Chairman Elect of the Richmond Chapter of Ducks Unlimited, where he helps lead fundraising efforts for waterfowl conservation in the Richmond, VA area. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor investment plans according to clients’ goals and risk tolerances.

Juliette Sykes is a CFP® with six years of industry experience currently with LPL Enterprise. She previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Company for six years and has additional experience with several other financial services firms. Outside of her advisory role, she operates a tax preparation and accounting business in Midlothian, VA. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by internal and third-party strategists, and offers financial planning, third-party asset management access, and insurance products through affiliated entities.

Robert Nodar is a financial advisor with Wells Fargo Advisors who holds a Series 66 designation and has 23 years of industry experience. His prior experience includes roles at Morgan Stanley Smith Barney LLC, Principal Funds Distributor, LPL Financial, and Charles Schwab. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients who meet net-worth thresholds and integrates advisory services with other financial products and referral channels.

Lucas Jones is a financial advisor at Raymond James Financial with 18 years of industry experience. He holds a Series 66 designation and has held roles at PJ Capital Partners LLC, where he is an owner and officer, as well as at Z3Capital Partners and Mahler Capital Management. His other business activity includes serving as president and 50% owner of PJ Capital Partners LLC, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm delivers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance through a unique affiliation with a municipal advisor.

Chase Giegling is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked at Charles Schwab & Co., Inc. for two years and has a background that includes time at Hilb Group and Walmart. He holds Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, investment options, and fiduciary services through a large network of financial advisors and branch offices nationwide.

Blair Rose is a financial advisor with Wells Fargo Clearing in Richmond, VA, holding Series 63 and Series 66 credentials and having 22 years of industry experience. Prior to joining Wells Fargo Clearing in 2023, Blair worked at Nationwide Investment Services Corporation for nine years and was involved with Outsyde Inc. Outside of the financial industry, Blair is engaged in commercial fishing through Bluewater Atlantic LLC, selling hook-and-line caught tuna. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and other sources.

John Gerard is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and eight years of industry experience. He has worked at Ameriprise since 2018 and previously held positions at Virginia Polytechnic Institute and State University and Virginia Asset Management. Gerard is also co-owner of LDL LLC and Kasch Levitch McAleer and Associates LLC, both investment-related businesses. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm’s retirement offering includes written Recommendation Reports and ongoing annual advice focused on dependable income and tax-aware withdrawal strategies.

Henry Miller IV is a financial advisor with RBC Capital Markets in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has been with RBC Capital Markets since 2008 and also works with City National Bank since 2018. Outside of his advisory role, he serves on the advisory board of the Massey Cancer Center and holds leadership positions in the Society of the Cincinnati in Virginia. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, and charitable organizations with tailored investment strategies that combine in-house and third-party managers, offering both discretionary and non-discretionary portfolio management along with financial planning and brokerage services.

Madeline Graves is a financial advisor at Fidelity with one year of industry experience. She holds a Series 66 designation and has previously worked at Charles Schwab, TCV Trust and Wealth Management, and in legal and academic roles. Outside of finance, she was involved with Uncle Jon's Coffee for eight years. Fidelity, through its Strategic Advisers LLC subsidiary, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and systematic portfolio construction to deliver model portfolios and advisory solutions.

Debbie Binney is a Wealth Management Senior Relationship Manager at Fidelity Investments. In her role, she serves as a primary point of contact for clients, focusing on delivering personalized service tailored to individual needs and preferences. She facilitates conversations about wealth and investment planning to assist multiple generations of families. Debbie has been with Fidelity Investments since 2016, initially working as a Private Wealth Management Relationship Manager before her current position beginning in 2017. Prior to joining Fidelity, she worked as a Relationship Manager at LPL Financial from 2011 to 2016. Outside of her professional responsibilities, Debbie's personal interests include spending time with friends and attending social events, parenthood, reading, and practicing yoga.

Aaron Hamilton is a Series 66 credentialed advisor with Thrivent Investment Management, based in North Chesterfield, VA. He has one year of industry experience and has been with Thrivent Financial and Thrivent Investment Management since 2026. Prior to his current role, Hamilton was involved with Hopewell Methodist Church and Hope Point Church, as well as Liberty University (Online). Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based analyses across a broad set of planning topics, offering either one-time or ongoing planning relationships without discretionary trading authority.

John Cain is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors in Richmond, VA. He has worked at Wells Fargo Advisors since 2021 and previously at Wells Fargo Clearing from 2016 to 2021. Outside of his role at Wells Fargo, he holds a 28% ownership stake in Granite Wealth Management, LLC. 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 and integrates advisory solutions with other financial products and referral channels.