Alexander Maffett is a financial advisor with RBC Capital Markets in Richmond, VA, holding a Series 66 designation and 12 years of industry experience. His prior work includes roles at City National Bank, Truist Advisory Services, Truist Investment Services, and BB&T Securities. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs and customizable portfolio management strategies using both in-house and third-party investment managers.

Darren Mazzoni serves as a Wealth Management Advisor and Senior Resident Director at Merrill Lynch. In this capacity, he supports clients across all aspects of their financial lives, aligning investment portfolios to their personal goals. He also leads the Richmond office as Senior Resident Director, helping advisors adhere to Merrill Lynch’s client-first principle. Previously, Darren held Resident Director roles in the Newport News and Williamsburg offices. Since beginning his career with Merrill Lynch Wealth Management in 2003, Darren has developed extensive expertise in client financial strategies, including wealth management, retirement income planning, legacy planning, and risk management. He employs a disciplined investment philosophy focused on consistent, long-term performance measured by clients’ progress toward their objectives. He is a qualified Portfolio Manager who constructs and manages personalized strategies using individual securities, Merrill Lynch model portfolios, and third-party investment options. Darren also holds the designations of Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). Darren earned a bachelor’s degree in economics from The College of William and Mary and completed the Certified Private Wealth Advisor program at Yale School of Management. Outside of his professional responsibilities, he participates in community volunteer activities. His personal interests include baseball, basketball, football, hiking, reading, table tennis, tennis, traveling, watching movies, and spending time with his family.

Robert Glownia is a financial advisor with LPL Financial in Richmond, VA, holding the CFP® and CFA® designations and possessing 16 years of industry experience. His prior roles include over a decade at ALPS Distributors, Inc. and multiple positions at RiverFront Investment Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofits through a national network of advisers. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, with access to model portfolios and research from multiple sources.

Edrees Sidiqi is a financial advisor with Wells Fargo Clearing in Richmond, VA, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at Wells Fargo Bank and various technology and delivery companies. Outside of advising, he works as a delivery driver for Uber and Grubhub. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s 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.

Darrell Little is a financial advisor with Wells Fargo Clearing in Richmond, VA, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. His prior roles include positions at SunTrust Advisory Services and Suntrust Investment Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm combines research from Wells Fargo Investment Institute and third-party databases to evaluate investment options, and it offers both brokerage and advisory solutions.

Melody Bourne Jackson is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC and ongoing affiliation with Wachovia Bank, N.A. Outside of her advisory role, she is a notary and co-owns a carpentry business, Jackson and Son, LLC, as well as an online resale store, Borne Too Love, LLC. 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 options. The firm’s 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.

Beverly Guthrie is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 34 years of industry experience. She has worked at Wells Fargo Clearing since 2016, following seven years with Wells Fargo Advisors LLC. 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, utilizing research from Wells Fargo Investment Institute and third-party sources to support its investment approach.

Matthew Puccinelli is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Lincoln Financial Securities Corporation for 12 years. Outside of his advisory role, he is president of Chartered Financial Planning Associates, Ltd., where he oversees the offering of disability, health, and life insurance products. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, employing asset-allocation tools and multiple advisory platforms to construct portfolios that may include a variety of asset types, managed on discretionary or non-discretionary bases.

Jay Moore is a Senior Financial Advisor at Merrill Lynch Wealth Management. He leads a team of internal specialists providing in-depth analysis and tactical guidance in areas such as investment management, trust and estate planning, credit and banking, wealth structuring, and philanthropy. Jay's client base includes owners of closely-held businesses, entrepreneurs, senior executives, and professionals in the entertainment industry. Jay holds a Bachelor of Science in Business Administration with a concentration in Marketing from The Ohio State University. He is a Personal Investment Advisor (PIA) and an alumnus of Pi Sigma Epsilon - Gamma Nu Chapter at The Ohio State University. He has received the Founders Award and the Top Sales Award during his career. In his approach, Jay emphasizes clear communication by simplifying complex financial concepts and focusing on long-term planning, including the use of debt, generational wealth transfer, and insurance analysis. Outside of his professional life, Jay has personal interests in boating, music, and writing.

Jacob Charlwood is a financial advisor with OSAIC in Richmond, VA, holding a Series 66 designation and 10 years of industry experience. He previously worked at Signator Investors/JHFN and has been affiliated with Wegmans since 2009. Outside of his advisory role, he provides financial advice focused on life insurance, disability income coverage, and long-term care through his work with Capitol Financial Solutions. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients, offering integrated brokerage and investment advisory services. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing across a range of investment options, supporting both discretionary and non-discretionary account management.

Patricia Rodgers is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for six years before joining Wells Fargo Clearing in 2022. 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 advisory 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.

David Stables IV is a financial advisor with Equitable Advisors in Midlothian, VA, holding a Series 66 designation and 16 years of industry experience. He has been with Equitable Advisors since 2009 and previously worked at Axa Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Robert Barnes IV is a financial advisor at Raymond James & Associates with a Series 66 credential. He began his advisory career in 2025. Prior to joining Raymond James, his work experience includes roles at Yeti Coolers, Circana, Junk Goats Junk Removal, and The Home Depot. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets with over 5,400 financial advisors. The firm provides wealth advisory planning and investment consulting to a diverse client base, including individuals, institutions, and government entities, with a distinctive combination of municipal advisory and affiliated municipal capabilities.

Alexander Brand is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Wells Fargo Clearing Services, Wells Fargo Bank, and Raymond James Financial Services. Brand serves as a non-profit board member for the Rivergate Homeowner's Association in Richmond, VA. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a broad range of advisory programs, financial planning, and brokerage services utilizing model portfolios, third-party research, and a variety of investment strategies.

Apryl Halstead is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 13 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors, LLC from 2012 to 2016. Outside of her advisory role, she is an author of a cookbook titled *Nothing Leftover* and participates as a committee member in The W Source BNI Group, focusing on women’s issues in the financial industry. 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 approach is IPS-driven and based on modern portfolio theory, with a notable range of financial products including insurance-related vehicles and bank deposit sweep options.

Scott Reisenweaver is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and possessing 32 years of industry experience. His career includes roles at First Allied Advisory Services and Cetera dating back to 2011. Reisenweaver is also involved in insurance-related independent contracting and owns Reisenweaver Wealth Management. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services, utilizing both affiliated and third-party managers within various program structures.

Lisa Mc Kittrick is a Financial Advisor at Merrill Lynch Wealth Management. She works closely with clients to develop personalized financial strategies aimed at helping them pursue their long-term goals. Lisa's approach emphasizes a deep understanding of each client's full financial picture, enabling her to create strategies responsive to changing market conditions. Before joining Merrill Lynch, Lisa taught in public schools for 12 years, which she believes enhances her ability to connect with clients and tailor financial solutions to their unique needs. She transitioned to finance as a Wealth Management Client Associate, gaining experience in client interactions and daily transactions. Lisa's expertise includes college education planning, family wealth management, LGBT wealth planning, personal retirement planning, women and wealth, and retirement income. Lisa holds a Bachelor's Degree from Virginia Polytechnic Institute & State University and a Master's Degree from Old Dominion University. She is a Chartered Retirement Planning Counselor (CRPC). Since moving to the Richmond area in 2016, Lisa has volunteered with the Ronald McDonald House Charity, RACC Shelter, and The Doorways Young Professionals Council. Outside of work, she enjoys baseball, golfing, music, reading, swimming, watching movies, yoga, and spending time with her family and pets.

John Dragonas is a financial advisor at Mass Mutual Investors Services with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Mass Mutual and its affiliated firms since 2016, previously spending 27 years at MetLife Securities Inc. 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, and educational programs using firm-approved analytical tools within annual collaborative planning relationships.

Douglas Scammell is a financial advisor with Ameriprise in Henrico, VA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Outside of his role at Ameriprise, he owns Benjamin S Page, Inc., where he provides financial advisory services, asset management, and insurance sales. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, delivering tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to provide personalized guidance and emphasizes managed accounts within its product offerings.

Brittany Hale is a CFP® and Series 66-credentialed financial advisor with Edward Jones, where she has worked since 2010, accumulating 15 years of industry experience. She serves clients from Midlothian, VA. Outside of her advisory role, she is the president of Bryler LLC, a real estate business based in Glen Allen, VA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of over 23,000 advisors.