Griffin Cottrell is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he worked at Ernst & Young in Richmond for two years. His background also includes roles outside the financial sector and education at the University of Virginia. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Karen Jones is a financial advisor with Ameriprise in Mechanicsville, VA, holding Series 63 and Series 66 licenses and having 28 years of industry experience. She has been with Ameriprise and its affiliates since 2009. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Matthew Lang is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and has previously worked at MassMutual and UberEats, as well as in educational roles at Virginia Tech and Fluvanna County Public Schools. 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 recommendations and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Karen Cooper is a financial advisor with Edward Jones in Richmond, VA, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she worked at Honeywell and Schneider Electric for a combined total of 27 years. Outside of her advisory role, she has longstanding farmland interests in Stanberry, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering advisory programs with approximately $1.01 trillion in assets under management and a large network of advisors and branch offices nationwide. The firm provides various managed and separately managed account strategies, as well as affiliated mutual funds and tax-efficient services, operating under a fiduciary standard.

Matthew Tatum is a CFP® certificant with 20 years of industry experience. He joined Wells Fargo Advisors in 2024 and previously worked within other Wells Fargo entities since 2012. He has ownership interests in MAT VA LLC and a minority stake in Sage Wealth Advisors LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of financial planning and investment services tailored to clients meeting specific net-worth criteria. The firm integrates advisory services with various financial products and referral channels.

Jesse Heikkinen is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and two years of industry experience. He has been with Thrivent and its affiliates since 2022, with prior experience including roles at the University of Richmond and Hawk Hollow Championship Golf Course. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based financial planning without discretionary trading authority. The firm combines planning with managed-account programs under a consolidated billing option called “WealthPlan,” while maintaining separation between its planning and portfolio management services.

Carla Muldoon is a financial advisor at Cetera with 37 years of industry experience. She holds Series 63 and Series 65 designations and has been with Cetera and its affiliated entities since 2001. Her career also includes long-term involvement with Compulife Investor Services, Inc. and Compulife Inc. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, employer-sponsored 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, supporting both discretionary and non-discretionary strategies.

Wayne Hemans is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 14 years of industry experience. His career includes roles at Wells Fargo Bank and Bank of America. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Jeffrey Chapman is a financial advisor at RBC Capital Markets with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with RBC Capital Markets since 2008. Outside of his advisory role, he serves as president on the board of directors for the Poe Museum Foundation in Richmond, VA. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing a combination of in-house and third-party investment managers and tailored portfolio strategies.

Mark Hipes is a financial advisor with Ameriprise in Glen Allen, VA, holding a Series 66 designation and five years of industry experience. He has been with Ameriprise since 2020 and previously worked at Randolph-Macon College from 2015 to 2020. Outside of his advisory role, he serves on the Board of Directors and the President’s Advisory Council for Bluefield College. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, written recommendations through a centralized consulting team, supporting a broad range of advisory, brokerage, and insurance solutions.

Alec Lombardozzi is a financial advisor with Wells Fargo Clearing in Richmond, VA, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Capital Center LLC, Bank of America, Merrill, and Ameriprise. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Thomas Perry is a financial advisor at Wells Fargo Advisors in Richmond, VA, holding a Series 66 designation with 11 years of industry experience. He has been with Wells Fargo Advisors and its affiliated entities since 2015. Perry serves as treasurer for the Fan District Association, managing the organization’s financial records and budget. Wells Fargo Advisors Financial Network delivers investment and fee-based financial planning services to individuals, trusts, and institutions, utilizing proprietary research and planning tools. The firm offers a wide range of planning services tailored to clients who meet a net-worth threshold, with flexible implementation options through brokerage or advisory programs.

Deborah Goodermuth is a financial advisor with Ameriprise in Richmond, VA, holding Series 63 and Series 65 licenses and 27 years of industry experience. She has been with Ameriprise and its related entities since 2015. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, providing detailed written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary advice, primarily for clients with assets held in Ameriprise Managed Accounts.

Amie Garner is a financial advisor at Wells Fargo Advisors with nine years of industry experience. She holds a Series 66 designation and has worked across multiple Wells Fargo entities since 2013. Wells Fargo Advisors Financial Network is a large 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, including retirement, education, risk, and wealth-transfer planning, utilizing proprietary research and tools to develop tailored client recommendations.

Thomas Krahe is a financial advisor at Wells Fargo Advisors with 23 years of industry experience. He has held roles within Wells Fargo entities since 2012. Outside of his advisory work, he serves as vice president of the Seagrove Community HOA in Isle of Palms, SC. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that offers a broad range of investment and financial planning services to individuals, trusts, and institutional clients. The firm utilizes proprietary research and planning tools to develop tailored recommendations, with planning engagements typically offered on a discrete basis.

Nathan Arland is a financial advisor at Ameriprise with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill, Raymond James Financial Services, and Atlantic Union Bank. Outside of his advisory work, he has interests in real estate ownership. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research and modeling with tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Mathieu Godin is a financial advisor with Charles Schwab in Glen Allen, VA, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior experience includes roles at UBS Financial Services, PNC Investments LLC, and Axa Advisors, Llc. He has been with Charles Schwab and Charles Schwab Bank since 2019. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMA portfolios, supported by a centralized operational structure and a range of alternative investment options.

Michael Maggi is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked at Middleburg Investment Services, LLC and holds a Vice President officer position at Atlantic Union Bank, where he serves as a Senior Financial Consultant. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers tailored financial planning and non-discretionary investment consulting, utilizing asset allocation analysis and firm research, with a significant portion of its advisory business conducted on a non-discretionary basis.

Logan Saufley is a financial advisor with Raymond James & Associates in Richmond, VA, holding Series 63 and Series 66 licenses and having 10 years of industry experience. His prior roles include positions at Capitol Securities Management, Wells Fargo Clearing, Wells Fargo Advisors, LLC, and Wells Fargo Bank NA. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and municipal finance services.

Steven Mohn is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and has previously worked at Philips and Encompass Health. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.