Chase Dominion Advisors is your trusted retirement plan partner. Our mission is to help more people pursue retirement on their terms by helping them save and invest wisely through proper plan design and carefully crafted employee communications. Clarke Chase founded Chase Dominion Advisors in 1985 with the belief that every American worker should have the opportunity to retire on their terms. For more than 25 years, Clarke and his team of professionals have been helping plan sponsors implement retirement plans designed to help increase employees’ “retirement readiness.” When seeking the most appropriate retirement plan for your company and your employees, it’s critical to incorporate the guidance of those who are dedicated to providing impartial advice and innovative strategies. At Chase Dominion Advisors, we help you and your workforce pursue your respective financial goals, and we welcome the opportunity to serve your needs. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor. Member SIPC www.sipc.org Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit www.chasedominion.com

Mason & Associates is an independent, fee-only financial planning firm located in Newport News, Virginia. We provide ongoing comprehensive financial planning and tax planning advice to clients locally and throughout the United States. Our financial advisors specialize in providing financial planning advice to federal employees who are covered by the Federal Employee Retirement System (FERS) and Civil Service Retirement System (CSRS). The financial planning team helps federal employees maximize federal benefits and provides guidance in all areas of financial planning such as retirement planning, tax planning, and estate planning. Not a federal employee? No problem! We serve a variety of clients who have no ties to the federal government other than the taxes they pay. Our financial planning process and client experience allows us to serve families who are already retired or actively working. John Mason, CFP®, Michael Mason, CFP®, and Tommy Blackburn, CFP®, CPA host the Federal Employee Financial Planning Podcast. The episodes discuss a wide range of federal benefits, tax and financial planning strategies, and at times features guests from other areas of the financial industry. Investment advisory services offered through Mason & Associates.

Juno Financial Group is an independent financial services firm that provides retirement plan management for employers and comprehensive wealth planning for individuals and families. With a combined 65+ years of experience, the Juno team partners with clients to deliver objective advice with a solutions-based approach. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA (www.finra.com) / SIPC (www.sipc.com). Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Juno Financial Group is not affiliated with Kestra IS or Kestra AS. This page is published for residents of the United States only. Registered Representatives and Investment Adviser Representatives of Kestra Financial may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the Kestra Compliance Department at 737-443-2582. Check the background of this firm and their investment professionals on FINRA's BrokerCheck at http://brokercheck.finra.org.

Redmond Asset Management, LLC is a registered investment adviser located in Richmond, VA. Investments are tailored to individual requirements and tax situations by using quantitative and qualitative analysis and fundamental research to build sound, long-term investment portfolios. We take pride in our ownership investment philosophy and our razor-like focus on each and every client. RAM identifies and invests in companies that it believes will outperform the market over full market cycles: - All Cap Growth investors - Emphasize bottom-up stock selection - Growth and value are “joined at the hip” - RAM portfolios typically include 30 stocks

MAE is a privately-owned investment banking and corporate advisory firm. Based in Richmond, Virginia, our firm assists public and private companies in maximizing shareholder and corporate wealth. We bring value to our clients by assisting them to initiate, structure and execute a diverse range of innovative corporate financial and shareholder-related transactions. Our clients deal directly with the founding partners, who bring to the table over 120 years of aggregate investment banking experience. Our track record is undeniably strong – the result of having faced hundreds of deals, spent endless hours developing industry expertise and brought management teams advice they could trust at crucial moments in their firms’ histories. While we are internally organized as a boutique investment bank, offering corporate finance execution supported by industry research capabilities, Mann, Armistead & Epperson, Ltd. is not a registered broker dealer and we do not engage in the business of selling or distributing any type of securities to the public.

Handled client relations and built individualized wealth strategies to be presented to senior partners contributing to a campaign to raise AUM to a targeted level. Oversaw the onboarding of 4 full time and various part time tax consultants to better serve clientele.

Blue Heron Capital is a growth equity firm based in Richmond, Virginia. Nothing excites us like growth and disruption, and that’s why we fund big ideas in healthcare and enterprise technology. We use the powerful combination of financial capital and the human capital of our OA Collaborative to invest in companies where we have deep, relevant experience. This business-building strategy gives portfolio management teams access to diverse experiences and insights to accelerate their company growth.

We intentionally created EVOadvisers to be a different kind of financial advisor. We are independent, Fee-Only financial planners. In fact, we are actually flat Fee-Only. We work for and with you, and only you. We do not sell any products and, therefore, do not receive commissions on any products – even though that’s the dominant model in the industry. Our advice and recommendations are objective, transparent, honest, and in your best interests.

Paragon Financial Services was founded with the goal of assisting our clients in every aspect of their financial lives. We provide the most personal service available, thus earning a reputation for excellence in our industry. We strive to help create financial stability and security for each of our clients. Our staff consists of experienced professionals with a "hands on"​ approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams. For a list of states in which we are registered to do business, please visit www.paragonfinancial.com. Securities offered through LPL Financial, Member SIPC www.sipc.org . Investment advice offered through Paragon Financial Services, a Registered Investment Advisor and separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

COLONIAL RIVER WEALTH MANAGEMENT LLC is an Wealth Management company with offices in Midlothian, Newport News, Staunton, and Williamsburg Virginia.

Alpha Wealth is an independent and privately held wealth management firm specializing in the management of small business retirement plans, investment planning strategies and asset allocation programs for individuals, family-owned and closely held businesses. We are dedicated to developing lasting relationships with all of our clients. We strive to know and understand your financial situation and provide you with high quality information, services, and products to help you reach your goals. Founded in July 2012, our advisors manage more than $305 million in assets under management as of December 31, 2022. The principals at Alpha Wealth have more than 65 years of combined experience in the wealth management and finance industries. Securities offered through Kestra Investment Services, LLC (Kestra IS) Member FINRA/SIPC www.finra.org www.sipc.org. Investment Advisory Services offered through Kestra Advisory Services LLC (Kestra AS), an affiliate of Kestra IS. Alpha Wealth Advisors, LLC is not affiliated with Kestra IS or Kestra AS. This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-5-KESTRA (844-553-7872). The web site links referenced are being provided strictly as a courtesy. Neither us, nor Kestra IS or Kestra AS are liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of the links provided. https://www.finra.org/ https://www.sipc.org/

I deliver value and expertise to clients and my firm by using my diverse skillset for both short and long term financial and business planning.