ADVISOR BIO

Colton Allen Jones is an Investment Advisor Representative at Sima Wealth Partners, LLC and Sima Retirement Solutions, LLC. Colton is registered with the state of Virginia. Colton has a Series 65 license and has been in the industry since 2023. Colton's firm provides financial planning services, portfolio management for individuals and businesses, and selection of other advisers.

SPECIALIZATIONS

ADVISOR BIO

Columbus Pollard is a financial advisor with over 35 years of experience in the industry. Columbus currently works at PFS Investments Inc. in Richmond, VA. Columbus is licensed to provide investment advice in 25 states. Columbus holds multiple industry licenses, including Series 6, 26, and 63, and the SIE exam.

SPECIALIZATIONS

ADVISOR BIO

Conal Saturno-sanjana is an investment advisor representative at Edelman Financial Engines. Conal has over 20 years of experience in the financial services industry. Conal is a Registered Representative, Investment Advisor Representative, and holds several industry licenses including Series 3, 4, 7, 8, 10, 52, 53, 55, 63, 65, and 66. Previously, Conal worked at GROVE POINT INVESTMENTS, LLC and Foresters Financial Services. Conal specializes in providing financial planning, portfolio management for businesses and individuals, pension consulting and educational seminars.

SPECIALIZATIONS

ADVISOR BIO

Connell Andrew Lee is a registered representative with Ameriprise Financial Services, LLC, who has been in the financial services industry for over 17 years. Connell has a Series 7, Series 66, and a SIE registration, and specializes in financial planning, portfolio management for businesses and individuals, and asset allocation services. Connell has worked with Ameriprise Financial Services, Inc. for more than 10 years and is currently registered in Virginia and Texas. Connell is dedicated to helping clients reach their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Conner Edmundson Pugh is a financial advisor based in Richmond, Virginia, and is currently registered with Janney Montgomery Scott LLC. Conner Edmundson Pugh has been in the industry since January 2024 and holds the Series 7TO, Series 66, and SIE licenses. Connor Edmundson Pugh's firm, Janney Montgomery Scott LLC, has offices in Richmond, Virginia and specializes in providing financial planning, pension consulting, educational seminars, and selection of other advisors to individuals, corporations, and pension and profit-sharing plans.

SPECIALIZATIONS

ADVISOR BIO

Connie Guelich is a financial advisor with Guelich Capital Management, LLC, in Roanoke, Virginia. Connie has been in the financial services industry since 1983, having previously worked for NRP Financial, Inc., Continental Capital Investment Services, Inc., New England Securities and New York Life Securities Corp. Connie is a Certified Financial Planner™ and a Chartered Financial Consultant™. Connie is a registered investment advisor in North Carolina, Texas and Virginia.

SPECIALIZATIONS

ADVISOR BIO

Connie Lancaster is a registered investment advisor representative, with over 40 years of experience in the financial services industry. Connie currently works for Oppenheimer & Co. Inc. Connie has previously worked with firms such as Ameriprise Financial Services, Inc., Stanford Group Company and UBS Financial Services Inc. Connie has a broad range of experience, including a focus on retirement, and other entity types, insurance companies, charitable organizations, high-net-worth individuals, and other investment advisors, pooled investment vehicles, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, and state or municipal government entities. Connie holds Series 7, Series 8, Series 9, Series 10, Series 63, and Series 65 licenses.

SPECIALIZATIONS

ADVISOR BIO

Connor Davis is a financial advisor registered with MML Investors Services, LLC. Connor has been working in the financial industry since 2022. Connor is licensed to sell securities in 15 states including California, Florida, Georgia, Maryland, Michigan, Nevada, New Jersey, New York, North Carolina, Pennsylvania, Texas, Virginia, and the Virgin Islands. Connor holds Series 7, 66, and SIE licenses. Connor has also been an insurance broker for Guardian Life Insurance Company and Park Avenue Securities. Connor specializes in providing financial planning services, portfolio management, and asset allocation programs. Connor is committed to helping clients reach their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Connor Upham is an investment advisor representative with Brighton Jones LLC. Connor is registered with the state of Virginia and holds the Series 65 license. Connor has been in the financial industry since 2016, and previously worked at Cribstone Capital Wealth Management in Brunswick, ME. Connor specializes in providing financial planning and investment advice to individuals, businesses, and institutions. Connor has extensive experience in managing investments and developing customized financial plans. Connor's goal is to help clients reach their financial goals and achieve their financial dreams.

SPECIALIZATIONS

ADVISOR BIO

Connor Ryan Gray is a registered representative at Merrill Lynch, Pierce, Fenner & Smith Inc. with a registration begin date of 6/1/2024. Connor Gray has passed the General Securities Representative Examination (Series 7TO) and the Securities Industry Essentials Examination (SIE). Connor Gray's branch office is located in Vienna, VA.

SPECIALIZATIONS