Heritage Wealth Advisors

Zuzanna Kaczmarek is a financial advisor at Heritage Wealth Advisors in Richmond, VA, with a Series 65 credential and three years of industry experience. Prior to joining Heritage Wealth Advisors in 2023, she worked for nine years at EY. Heritage Wealth Advisors serves high-net-worth individuals, families, trusts, business entities, non-profits, and retirement plans, offering portfolio management, financial planning, tax preparation, and retirement-plan advisory. The firm constructs personalized asset-allocation models and manages pooled investment vehicles, including multiple private investment funds.

Delores Remo is a Certified Financial Planner (CFP®) with 19 years of industry experience, currently serving at Heritage Wealth Advisors since 2005. She is based in Richmond, VA, and holds a Series 65 license. Outside of her advisory role, Remo serves as a board member of Chesapeake Financial Shares, Inc., a consumer and commercial banking institution. Heritage Wealth Advisors provides investment advisory and consulting services to individuals, families, trusts, business entities, non-profits, and retirement plans. The firm’s investment approach involves customized asset allocations and utilizes a range of investment vehicles, including private funds, with regular portfolio reviews conducted by an Investment Policy Committee.

Mikai Thomas is a financial advisor at Heritage Wealth Advisors with a Series 65 designation and one year of industry experience. Prior to joining Heritage, he held roles at Osaic, Raymond James, and Elevate Financial Planning and Wealth Management. Heritage Wealth Advisors serves high-net-worth individuals, families, trusts, business entities, non-profit organizations, and retirement plans with portfolio management, financial planning, tax preparation, and retirement-plan advisory services. The firm offers personalized asset allocation, employs a range of investment vehicles, coordinates with outside professionals, and manages multiple private investment funds and pooled vehicles.

Caroline Baronian is a CFA® charterholder with eight years of industry experience, currently serving as a financial advisor at Heritage Wealth Advisors since 2016. She works out of Richmond, VA, and is part of a 16-advisor team at her firm. Heritage Wealth Advisors serves high-net-worth individuals, families, trusts, business entities, nonprofits, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, tax preparation, and retirement-plan advisory. The firm combines personalized asset allocation with a variety of investment strategies and serves as investment manager and general partner to multiple private investment funds.

Daniel Rowe is a financial advisor at Heritage Wealth Advisors in Richmond, VA, holding Series 63 and Series 65 licenses with eight years of industry experience. Prior to joining Heritage Wealth Advisors in 2020, he worked at Cetera Investment Advisers LLC and Foresters Financial Services. Before entering the advisory field, he was employed at the University of Lynchburg for five years. Heritage Wealth Advisors provides investment advisory and consulting services to individuals, families, trusts and estates, business entities, non-profits, and retirement plans. The firm’s investment approach focuses on customized asset allocations tailored to clients’ time horizons, risk tolerance, and cash-flow needs, utilizing a range of investment vehicles and quarterly portfolio reviews conducted by an Investment Policy Committee.

John Jordan is a CFA® charterholder with 24 years of industry experience. He has been with Heritage Wealth Advisors since 2012. Heritage Wealth Advisors provides investment advisory and consulting services to individuals, families, trusts, business entities, non-profits, and retirement plans. The firm’s investment approach emphasizes customized asset allocations and uses a range of investment vehicles, with portfolios reviewed quarterly by an Investment Policy Committee. Heritage also serves as an affiliated private fund adviser and operator, managing multiple private funds and offering unique operational services such as bill-paying and tax payment assistance.

Jason Barbera is a CFA® charterholder with four years of industry experience. He has worked at Heritage Wealth Advisors since 2024 and previously held roles at Towards Equilibrium, LLC and SOJE Capital LLC. Heritage Wealth Advisors serves high-net-worth individuals, families, trusts, business entities, non-profits, and retirement plans with portfolio management, financial planning, tax preparation, and retirement-plan advisory. The firm constructs personalized asset-allocation models and manages both discretionary and non-discretionary portfolios using a variety of investment vehicles while also acting as investment manager and general partner to multiple private investment funds.

Steven Henderson is a CFA® charterholder with four years of experience in the financial industry. He currently works at Heritage Wealth Advisors, where he has been since 2022. Prior to that, he spent nine years at Spider Management Co. Heritage Wealth Advisors serves high-net-worth individuals, families, trusts, estates, business entities, non-profits, and retirement plans with portfolio management, financial planning, tax preparation, and retirement-plan advisory services. The firm offers personalized asset allocation models and manages a range of investments, including mutual funds, ETFs, individual equities, fixed income, separately managed accounts, and private investments, while also acting as investment manager and affiliated general partner to multiple private investment funds.

Wesley Cullinane is a financial advisor at Heritage Wealth Advisors in Richmond, VA, holding a Series 65 credential. He has experience working at Heritage Wealth Advisors since 2023 and previously worked at Mangham Associates and BTR Capital Management, Inc. from 2012 to 2018. Heritage Wealth Advisors serves high-net-worth individuals, families, trusts and estates, business entities, non-profits, and retirement plans, offering personalized portfolio management, financial planning, tax preparation, and retirement-plan advisory. The firm constructs customized asset-allocation models and manages both discretionary and non-discretionary portfolios, including private investment funds and pooled vehicles with audited financials and separate offering documents.

Sarah Simmer is a CFP® and Series 65-registered advisor at Heritage Wealth Advisors in Richmond, VA, with six years of industry experience. She has worked at Heritage Wealth Advisors since 2019 and previously spent seven years at PricewaterhouseCoopers. Heritage Wealth Advisors provides investment advisory and consulting services to individuals, families, trusts, business entities, non-profits, and retirement plans. The firm’s investment approach emphasizes customized asset allocations tailored to clients’ time horizons, risk tolerance, and cash-flow needs, utilizing a range of investment vehicles and quarterly portfolio reviews by an Investment Policy Committee. Heritage also serves as an affiliated private fund adviser and operator, managing multiple private funds and offering bill-paying and estimated tax payment services.

Meagan Roberts is a financial advisor at Heritage Wealth Advisors with four years of industry experience. She previously worked for seven years at PricewaterhouseCoopers. Roberts is based in Wexford, PA. Heritage Wealth Advisors offers investment advisory and consulting services to individuals, families, trusts, business entities, nonprofit organizations, and retirement plans. The firm focuses on customized asset allocation strategies and manages portfolios using a variety of investment vehicles, while also serving as an affiliated private fund adviser and operator.

Marshall Chambers is a CFP®, CFA®, and Series 65-registered financial advisor at Heritage Wealth Advisors in Richmond, VA, with 12 years of industry experience. He has been with Heritage Wealth Advisors since 2007. Heritage Wealth Advisors provides investment advisory and consulting services to individuals, families, trusts, business entities, non-profits, and retirement plans. The firm’s investment approach focuses on customized target asset allocations and includes management of private funds, with portfolios reviewed regularly by an Investment Policy Committee.

Kaitlyn Kocuba is a financial advisor at Heritage Wealth Advisors in Wexford, PA, holding a Series 66 designation with eight years of industry experience. She previously worked at Hefren Tillotson and Ameriprise Financial Services, Inc. / Premier Wealth Partners. Kaitlyn has been with Heritage Wealth Advisors since 2021. Heritage Wealth Advisors serves high-net-worth individuals, families, trusts, estates, business entities, non-profits, and retirement plans through portfolio management, financial planning, tax preparation, and retirement-plan advisory. The firm constructs personalized asset-allocation models incorporating multiple investment strategies and offers discretionary and non-discretionary management, coordinating with outside professionals as needed.

Aaron Zitalone is a financial advisor at Heritage Wealth Advisors with five years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates and Cetera Investors. Heritage Wealth Advisors serves high-net-worth individuals, families, trusts, business entities, non-profits, and retirement plans, offering portfolio management, financial planning, tax preparation, and retirement-plan advisory. The firm utilizes personalized asset allocation models and manages private investment funds, providing integrated consulting and coordinating with outside professionals as needed.

Charles Hill Jr. is a CFP® professional with 13 years of industry experience, currently serving at Heritage Wealth Advisors in Richmond, VA. He has been with Heritage Wealth Advisors since 2005. Heritage Wealth Advisors provides investment advisory and consulting services to individuals, families, trusts, business entities, non-profits, and retirement plans. The firm’s investment approach involves customized asset allocations tailored to client needs and includes management of private funds through affiliated entities.