Paul Sakellariou is a financial advisor at Ameriprise with 22 years of industry experience. He has held roles at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of his advisory work, he serves on the Board of Directors and as Treasurer for the Rutland Foundation and is involved in sports card investing. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Susan Murphey is a CFP® professional with 11 years of industry experience. She is currently affiliated with Cetera and has previously worked at Virginia Asset Management, Securian Financial Services Inc, and Kanawha Capital Management. Murphey serves as Vice President of Membership on the board of the Central Virginia Employee Benefits Council. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a wide range of advisory services through a multi-manager platform with discretionary and non-discretionary portfolio management options.

Stephen Page is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds the Series 63 and Series 65 designations and has been with Wells Fargo in various roles since 2012. Outside of his advisory work, he has participated in local commercial media activities related to a hospital patroned by his spouse and has worked as a part-time driver for a local economic empowerment initiative. 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 options. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a range of financial products including insurance-related vehicles and bank deposit sweep options.

Mark Puccinelli Sr. is a financial advisor with Osaic Wealth, Inc. He holds the ChFC® designation and the Series 63 license, and has 30 years of industry experience. Prior to joining Osaic in 2025, he spent 12 years at Lincoln Financial Securities Corporation. He is also involved with Chartered Financial Planning Associates, Ltd., where he offers accident, health, disability insurance, fixed/indexed annuities, and traditional life insurance products. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors, offering brokerage, investment advisory services, financial planning, and retirement plan consulting through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios across various asset classes and supports both discretionary and non-discretionary accounts.

Robert Wheatley is a financial advisor with LPL Financial in Richmond, VA, holding a Series 66 designation and 17 years of industry experience. Prior to joining LPL Financial in 2018, he worked at Cetera Advisors LLC for five years. He is involved with a technology start-up focused on a wellness app. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers a variety of advisory programs, financial planning, and retirement consulting services, utilizing model portfolios, third-party research, and technologies such as machine learning.

Taylor Beard is a financial advisor with LPL Financial in Glen Allen, VA, holding a Series 66 designation and 18 years of industry experience. Prior to joining LPL Financial in 2019, he worked at Merrill and Bank of America, N.A. from 2015 to 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management strategies supported by proprietary and third-party research.

Denise Walters is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. She previously worked at Wells Fargo Advisors for 20 years before joining her current firm. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Kevin Clark is a CFP® and holds a Series 66 license, with six years of industry experience. He has been an advisor at Edward Jones since 2019 and previously worked at Canon Solutions America for eleven years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets under management through a large network of advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts.

Jeffrey Law is a financial advisor at Morgan Stanley in Richmond, VA, holding Series 63 and Series 66 licenses with 17 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Truist Investment Services, Fidelity Brokerage Services, TD Ameritrade, and Charles Schwab. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and structured discovery processes.

Thomas Hensby is a financial advisor at RBC Capital Markets with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at City National Bank, RBC Capital Markets, and South State Bank. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s advisory risk profile.

Stephen Spraker is a financial advisor with Raymond James & Associates in Richmond, VA, holding a Series 66 designation and 24 years of industry experience. His prior work includes roles at Scott & Stringfellow and Truist Investment Services. He is also affiliated with Collegiate School. 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 offers tailored financial plans and asset-allocation analyses, serving both retail and institutional clients with a range of advisory programs.

Scott Pomeroy is a financial advisor with Wells Fargo Clearing in Richmond, VA, holding Series 63 and Series 66 designations and 30 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans 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 broader range of financial products than typical institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Ryan Klimek is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Securities America Advisors and Next Financial Group Inc. Klimek is also involved in insurance sales and services for fixed insurance products, including life, health, disability, long-term care, and annuities. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party managers to construct portfolios across various asset classes.

Brian Pulsifer is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and two years of industry experience. His prior work includes roles at CarMax, HG Design Studio, and Timmons Group. Mass Mutual Investors Services, LLC 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 seminars, focusing on collaborative, goal-based planning using firm-approved software tools.

Haider Sharifi is a CFP® professional with 20 years of experience, currently affiliated with Cambridge Investment Research Advisors. He has been with Cambridge since 2013. Outside of financial advising, Sharifi is a musician and owner involved in the music and entertainment industry, and he serves as treasurer for a local men’s golf association. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of portfolio management and model-based solutions tailored to client objectives.

Matthew Buckley is a CFP® with 25 years of experience, currently serving as a financial advisor at Raymond James Financial Services Advisors. He has been with Raymond James and TowneBank since 2016. Buckley is also employed as an associate at TowneBank. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers tailored advisory services that include risk-based reviews and institutional consulting solutions, supported by a broad affiliate network.

William Carl is a financial advisor with Ameriprise in Quinton, VA, holding Series 63 and Series 65 designations and 12 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support clients’ retirement planning and offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Tristan Amatruda is a financial advisor at Ameriprise in Richmond, VA, holding a Series 66 designation with four years of industry experience. He has been with Ameriprise since 2020 and previously studied at the University of Virginia. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Allyson Putnam is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 14 years of industry experience at the firm. She is based in Richmond, VA. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets with over 14,000 financial advisors and provides both brokerage and advisory solutions.

Chiles Mason Jr. is a financial advisor at Equitable Advisors with five years of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors since 2020. Outside of his advisory role, he occasionally assists in the bottling process for Cirrus Vodka in Richmond, VA. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, working extensively through program sponsors and third-party managers to deliver advisory and brokerage solutions.