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William H

Series 65

Charles City, VA

Ballardsville Investment Advisors

William Hopke is a financial advisor at Ballardsville Investment Advisors with 10 years of industry experience. He holds a Series 65 designation and previously worked at Harvest Financial Group, LLC. Outside of advising, he co-owns Ballardsville Farm with his wife, where they engage in light farming activities. Ballardsville Investment Advisors offers investment management and financial planning services primarily to high-net-worth individuals, trusts, and estates. The firm employs an individualized asset-allocation approach incorporating fundamental, charting, and technical analysis, and is notable for sponsoring a wrap-fee program and using derivatives within separately managed accounts.

Active portfolio management Options & derivatives strategies Private / alternative investments Concentrated stock management General retirement planning
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Edward D

Series 63, Series 65

New Kent, VA

SEM Wealth Management

Edward Dudley is a financial advisor at SEM Wealth Management with three years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining SEM Wealth Management in 2021, he worked at Charter Communications, L2P Financial Partners, and SB Financial Group. SEM Wealth Management is a registered investment adviser serving individuals, retirement plans, trusts, and other entities, primarily through referrals from other financial professionals. The firm manages about $920 million in client assets and uses tactical, dynamic, and strategic model programs based on technical and quantitative techniques to guide discretionary investment decisions.

Active portfolio management Passive / index investing
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John D

Series 63, Series 65

Lanexa, VA

CL Wealth Management LLC

John Doiron is a financial advisor at CL Wealth Management LLC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has been with CL Wealth Management since 2013. He is also the owner of Doiron Wealth Management LLC, a separate investment-related business based in Lanexa, VA. CL Wealth Management LLC is an SEC-registered multi-advisor firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers portfolio advisory services, financial planning, and access to third-party money managers, tailoring investment strategies through fundamental and technical analysis combined with custom model portfolios and periodic monitoring.

Options & derivatives strategies Tax-loss harvesting Wealth management
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Warren P

Series 63, Series 66

Prince George, VA

Eagle Strategies (NY Life)

Warren Poirier is a financial advisor with Eagle Strategies (New York Life) based in Prince George, VA, holding Series 63 and Series 66 credentials and over 20 years of industry experience. He has been affiliated with New York Life Insurance Company and related entities since 2011 and operates Poirier Financial Strategies LLC since 2022. Outside of his advisory work, Poirier competes in tournament bass fishing and serves as a board member of the Hopewell-Prince George Crimesolvers, a community organization offering rewards for anonymous crime tips. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a network of affiliated advisers. The firm offers a variety of advisory programs tailored to client needs, with a significant portion of its assets managed on a non-discretionary basis.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Ryan K

Series 66

Prince George, VA

Eagle Strategies (NY Life)

Ryan Kolenda is a financial advisor with Eagle Strategies (New York Life) holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Eagle Strategies, he worked in various roles including positions at EcoGuard Pest Management and Chick-fil-A. Eagle Strategies serves a broad mix of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers tailored recommendations and emphasizes a primarily non-discretionary asset management approach across multiple program types, including fee-based advice and co-advisory relationships.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Micheal T

Series 66

Prince George, VA

Edward Jones

Micheal Thomas is a financial advisor at Edward Jones with a Series 66 designation and no prior industry experience. Before joining Edward Jones in 2026, he served 15 years in the United States Marine Corps. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, tax-efficient services, and affiliated investment products through a nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Matthew M

Series 63, Series 65

Hopewell, VA

LPL Financial

Matthew McDaniel is a financial advisor at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining LPL Financial in 2021, he worked at MML Investors Services, Inc. and MassMutual from 2003 to 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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James G

ChFC®, Series 66

Prince George, VA

Edward Jones

James Gallagher Jr. is a ChFC® and Series 66 designated financial advisor with 12 years of experience, currently practicing at Edward Jones in Prince George, VA since 2013. He serves as the finance officer for the American Legion in Hopewell, VA, overseeing the organization’s financial reporting and banking activities. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals and institutions. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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