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.

Megan Baker is a Financial Advisor with Merrill Lynch Wealth Management. She is a CERTIFIED FINANCIAL PLANNER® professional and a Sports and Entertainment Accredited Wealth Management Advisor™. Her professional background includes service in the U.S. Navy and work as a 911 dispatcher before pursuing a career in financial advising. She holds a Bachelor's degree in Finance from the University of Maryland Global Campus. Megan focuses on managing new wealth, personal retirement planning, women and wealth, and sports and entertainment client segments. She provides tailored financial solutions based on clients' goals, risk tolerance, investment time frame, and liquidity requirements. Megan is involved with the community through Billy The Kidden Rescue. In her personal time, she enjoys camping, gardening, knitting and crocheting, painting, skydiving, softball, and spending time with her family.

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 the Series 66 designation with 11 years of industry experience. He has been with Wells Fargo Advisors since 2019 and previously worked at Wells Fargo Clearing from 2016 to 2019. Outside of his advisory role, he serves as the treasurer for the Fan District Association, managing the association’s finances and attending monthly meetings. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, risk, and wealth-transfer planning. Advisors use firm research and tools to develop tailored recommendations, with clients choosing their level of implementation 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 with Wells Fargo Advisors in Richmond, VA, holding a Series 66 license and over 24 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Truist Investment Services. He serves as vice president of the Seagrove Community Homeowners Association in Isle of Palms, SC. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad planning menu that includes retirement, education, risk, and wealth-transfer planning among other specialized areas. Advisors use proprietary research and planning tools to develop tailored recommendations, with clients having flexibility in implementation through brokerage or advisory programs.

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, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked with Raymond James Financial Services Advisors, Atlantic Union Bank, and Union Bank and Trust since 2015. Maggi serves as a Vice President and Senior Financial Consultant at Atlantic Union Bank and Atlantic Union Financial Consultants, LLC. 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, and institutions. The firm emphasizes tailored, non-discretionary consulting using risk profiling and modeling tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Logan Saufley is a financial advisor with Raymond James & Associates in Richmond, VA, holding Series 63 and Series 66 licenses and having 11 years of industry experience. His prior roles include positions at Capitol Securities Management, Inc. and Wells Fargo Clearing. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a broad client base including individuals, institutions, and municipal entities. The firm offers tailored financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, supported by research and a variety of portfolio management styles.

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.

Andrew Nixon is a financial advisor with Merrill in Richmond, VA, holding a Series 66 designation and 10 years of industry experience. He has worked at Merrill and Bank of America since 2018 and was previously with BB&T from 2015 to 2017. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individual, high-net-worth, and institutional clients.

Julie Adkins is a financial advisor at Raymond James Financial with 31 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Merrill for 29 years before joining Raymond James in 2022. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Brock Van Selow is a financial advisor at UBS Financial Services in Richmond, VA, with 12 years of industry experience. He holds the Series 66 designation and has been with UBS since 2016. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, using proprietary research and model-based asset allocations to tailor client strategies.

Norman Gee Jr. is a financial advisor at Morgan Stanley in Richmond, VA, holding a Series 66 designation with nine years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, and previously held roles at Bank of America and Merrill from 2017 to 2020. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and analysis from its Financial Advisors and Estate Planning Strategies Group.

Lori Maass is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016. In addition, she is involved with Prodigious, LLC, a venture she has been connected with since 2009. 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, supports over 14,000 financial advisors, and offers both brokerage and advisory solutions.

Jennifer Farley is a financial advisor with Cetera, holding a Series 66 designation and 12 years of industry experience. Her career includes roles at Northwestern Mutual, Bloom, LLC, Securian Financial Services, and VAM Partners. She is also involved with Virginia Asset Management, where she provides operational support. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers diverse portfolio management and financial planning services across multiple program structures and custodial relationships.