Ricky Robertson is a financial advisor with Cambridge Investment Research Advisors in Richmond, VA, holding a Series 66 designation and over 26 years of industry experience. His prior roles include positions at 1st Global Insurance Services, 1st Global Advisors, and 1st Global Capital Corp. He is also an owner and CPA at Joyner Kirkham Keel & Robertson Pc. 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 broad network of independent professionals employing a range of portfolio management and model-based strategies.

Joel Stiff is a financial advisor with Wells Fargo Advisors in Richmond, VA, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Valic Financial Advisors. Outside of advising, he owns ACME GAMER VENTURES LLC, a venture based in Richmond, VA. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to meet various client needs. The firm offers a broad range of planning options supported by Wells Fargo research and tools, delivering discrete planning engagements across multiple specialized areas.

Lafayette Johnson is a financial advisor with Thrivent Investment Management in Midlothian, VA, holding Series 63 and 66 licenses and bringing 24 years of industry experience. His career includes roles at Equitable Advisors, NYLIFE Securities LLC, New York Life Insurance Company, and Mass Mutual Life Insurance Company. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering holistic, goal-based financial analyses without discretionary trading authority or institutional portfolio management.

Ryan Powell is a financial advisor at Wells Fargo Clearing with a Series 66 designation and less than one year of industry experience. His background includes various roles outside finance, such as working with Bob's Bait and Tackle and The Summit Lodge Bar, as well as serving as a USA Hockey official. 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 combines research from Wells Fargo Investment Institute and third-party sources to support its investment approach and provides a range of brokerage and advisory solutions.

Peter Switzer is a financial advisor with Equitable Advisors in Richmond, VA, holding Series 63 and Series 66 licenses and nine years of industry experience. He has been with Equitable Advisors since 2017 and previously worked at AXA Advisors LLC and Fastsigns. He also operates a business called Community Financial Group. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management services. The firm utilizes both proprietary and third-party programs and offers advice across mutual funds, ETFs, separately managed accounts, and select alternative investments.

James Ingoe is a financial advisor with UBS Financial Services in Richmond, VA, holding a Series 66 designation and 18 years of industry experience. He has been with UBS since 2015 and also serves as a financial education instructor at multiple institutions, including Penn State Mont Alto and Montgomery College. Ingoe is a partner at Boundary Rock Financial Group. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering a range of financial planning, portfolio management, and capital markets solutions. The firm integrates institutional trading capabilities with wealth management through a network of Financial Advisors using proprietary research to tailor investment strategies.

Thomas Gee Jr. is a financial advisor at Morgan Stanley with over 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various capacities at Morgan Stanley and other firms, including Davenport & Company LLC and Wells Fargo Clearing. Since 2020, he has been associated with Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management offers a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and a research-driven investment approach through its Financial Advisors and Estate Planning Strategies Group.

Jason Koptish is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. since 2013. He is also the CEO and owner of Mainsail Wealth Advisors, LLC, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning and consulting, using analytical tools to align recommendations with client goals.

Jonathan Wood is a financial advisor with Ameriprise in Monterey, VA, holding Series 65 and Series 66 licenses and bringing 20 years of industry experience. He has been with Ameriprise and its affiliate firms since 2006. Outside of his advisory role, he is involved in managing multiple multi-family real estate properties. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations through a centralized consulting team.

Eric Watson is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on developing strategies to help clients pursue their short-, mid-, and long-term financial goals. He serves as a resource for a range of financial needs including general investing, retirement planning, and saving for unexpected events. Eric also facilitates access to Bank of America specialists for banking, credit, home financing, and small business solutions. Eric holds a Master of Business Administration (MBA) from Seton Hall University and a Bachelor's Degree from Saint Peter's College. He carries the professional designation of Personal Investment Advisor (PIA).

Brendan Berents is a financial advisor at Cambridge Investment Research Advisors with 18 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Transamerica Capital LLC for 10 years. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides a variety of investment solutions, including proprietary and third-party strategies, and supports both discretionary and non-discretionary portfolio management tailored to client objectives.

David Simpson is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory role, he coaches soccer at Short Pump Middle School in Glen Allen, VA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Roger Kasch is a financial advisor at Ameriprise with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameriprise and its affiliated entities since 2005. Kasch is a co-owner of Kasch, Levitch, McAleer & Associates and serves on the board of The Rita Patricia Ball Foundation. Ameriprise provides retirement-income planning services primarily for clients 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 through its affiliated companies.

Matthew Hale is a financial advisor at Cetera with 18 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Cetera in 2023, he worked at Virginia Asset Management, Securian Financial Services, Minnesota Life, and Mass Mutual. He is also an agent/broker involved in fixed insurance sales and serves as a financial advisor at Virginia Asset Management. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to discretionary and non-discretionary portfolio management, financial planning, and third-party money managers.

Scott Dingman is a CFP® and ChFC® with 36 years of experience in financial advising. He has been associated with LPL Financial and Linsco/Private Ledger Corp. since 1997. Outside of advising, he is a managing partner and 50% owner of Dingman Financial Services, LLC and sells outside fixed insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad array of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Chelsea Foster is a financial advisor with J.P. Morgan Securities in Richmond, VA, holding Series 63 and Series 66 licenses and five years of industry experience. She has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2021 and previously at Wells Fargo Bank from 2016 to 2021. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Kim Mccauley is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Ameriprise Financial Services, Inc. for nine years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a fiduciary role when providing investment advice.

Leonard Levitch is a financial advisor with Ameriprise in Glen Allen, VA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is president of LDL, LLC, through which he operates a financial planning practice. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written recommendation reports and ongoing annual advice focused on dependable income and tax-aware withdrawal strategies.

Brantley Deberry is a financial advisor with Wells Fargo Clearing in Richmond, VA. He holds Series 63 and Series 65 designations and has experience working at several firms including New York Life, Allstate, and M&T Bank. 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 over 14,000 advisors and manages approximately $671 billion in assets, offering a range of brokerage and advisory solutions.

Sarah Kyle is a financial advisor with Wells Fargo Advisors in Richmond, VA. She holds a Series 66 designation and has four years of industry experience, including prior roles at Cambridge Investment Research Advisors, Inc. and the United States Peace Corps. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, risk, and wealth-transfer planning, with specialized services for business-owner transitions, sports and entertainment, special-needs analysis, and divorce planning.