Robert Wheatley is a Series 66 licensed financial advisor with 18 years of industry experience. He has worked at LPL Financial since 2018 and previously held roles at Cetera Advisors LLC, Mass Mutual Investors Services, Hornor, Townsend & Kent, LLC, and Ameriprise. Outside of his advisory work, Wheatley is involved with a tech start-up focused on a wellness app. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of financial planning and investment management services through a large network of advisors utilizing various portfolio strategies and technology tools.

Taylor Beard is a financial advisor with LPL Financial, holding a Series 66 designation and 19 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, Mass Mutual Investors Services from 2009 to 2015, and Ameriprise from 2007 to 2009. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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.

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 25 years of industry experience. His prior work includes roles at Scott & Stringfellow and Truist Investment Services. He also has a concurrent affiliation with Collegiate School. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering a range of financial planning and advisory services supported by extensive research and multiple portfolio management styles.

Scott Pomeroy is a financial advisor with Wells Fargo Clearing in Richmond, VA, holding Series 63 and Series 66 credentials and 30 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent a year at First Market Advisors, Inc. 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 databases.

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 at Mass Mutual Investors Services with three years of industry experience. He holds a Series 66 designation and has previously worked at CarMax 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 with financial planning, asset management, and educational programs. The firm structures financial planning as annual, collaborative engagements using firm-approved software and generally recommends investment categories and strategies without investment discretion.

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 industry experience, currently serving as a financial advisor at Raymond James Financial in Richmond, VA. He has been with Raymond James and affiliated with TowneBank since 2016. Outside of his advisory role, he is also employed as an associate at TowneBank. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning supported by analytical tools and offers specialized services such as municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

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 and holds a Series 66 designation. Prior to joining Equitable Advisors in 2020, he held various roles including positions at Hampden-Sydney College, Cooper-Hurley Law Firm, Mass Mutual, and Jamestowne Investments. Outside of his advisory work, he occasionally assists with the bottling process for Cirrus Vodka in Richmond, VA. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm utilizes a range of advisory models, often implemented through third-party managers and platforms, and offers ERISA fiduciary services to qualified plans.

Chad Dean is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and nine years of industry experience. He has been with Ameriprise since 2016, working across both Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC. He is also a co-owner of RSTK, LLC and Kasch, Levitch, McAleer & Associates, LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written retirement income planning recommendations and ongoing advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Colen La Plante is a financial advisor with Mass Mutual Investors Services and holds Series 63, 65, and 66 designations, bringing 34 years of industry experience. His prior roles include positions at Foreside Fund Services and Principal Funds Distributor. He serves as a board member for the Second Baptist Church Endowment, where he reviews and advises on the investment portfolio. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, and charitable organizations, among others. The firm emphasizes collaborative, goal-oriented planning supported by proprietary software and offers specialized programs such as divorce planning and estate-settlement services.

Douglas Alexander is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at Cetera and its affiliated entities since 2010, and previously served at First Allied Advisory Services. Outside of his advisory role, Alexander serves on the board of St. Benedict's Catholic School, including its finance committee, and is involved in education and insurance-related business activities. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through a network of more than 10,000 advisors.

Alex Navarro Marquez is a financial advisor at OSAIC with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously with Lincoln Financial Securities, Robert Half, and Foresters Financial. 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 across multiple platforms, using asset-allocation tools and risk-tolerance assessments to manage portfolios that include a wide range of investment types.

Keith Johnson is a financial advisor with Wells Fargo Clearing in Richmond, VA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at BB&T Investment Services and Morgan Stanley & Co. LLC. Wells Fargo Advisors is a large national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and other sources to support its investment strategies.