Heritage Wealth Advisors

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.

Sara Gochenour is a financial advisor at Heritage Wealth Advisors in Richmond, VA, with 12 years of industry experience. She holds a Series 65 designation and previously worked at Nasdaq, Inc. and Nasdaq Dorsey Wright from 2015 to 2024. 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 client time horizons, risk tolerance, and cash flow needs, using a variety of investment vehicles and regular portfolio reviews by an Investment Policy Committee.

Kristen Puryear is a CFP® professional with eight years of industry experience. She has worked at Heritage Wealth Advisors since 2022 and previously spent five years with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Prior to her financial services career, she worked in education with Chesterfield County Public Schools. Heritage Wealth Advisors serves individuals, families, trusts, business entities, non-profits, and retirement plans with customized investment advisory and consulting services. The firm emphasizes tailored asset allocations and manages portfolios using a range of investment vehicles while also operating as an affiliated private fund adviser.

Caroline Baronian is a CFA® charterholder with seven years of industry experience. She has been with Heritage Wealth Advisors since 2016. 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 using a variety of investment vehicles and includes oversight by an Investment Policy Committee, independent managers, and consolidated reporting platforms. Heritage also serves as a private fund adviser and operator, managing several affiliated private funds and offering services such as bill-paying and tax payment processing.

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 three years of industry experience. He is currently with Heritage Wealth Advisors and has previously worked at Towards Equilibrium, LLC, SOJE Capital LLC, and RCP Advisors. Heritage Wealth Advisors provides investment advisory and consulting services to individuals, families, trusts, business entities, non-profits, and retirement plans. The firm focuses on customized target asset allocations tailored to clients’ time horizons, risk tolerances, and cash-flow needs, utilizing a range of investment vehicles and independent managers, and serves as an affiliated private fund adviser and operator for multiple private funds.

Steven Henderson is a CFA® charterholder with three years of industry experience. He has been with Heritage Wealth Advisors since 2022 and previously worked at Spider Management Co for nine years. Heritage Wealth Advisors offers investment advisory and consulting services to individuals, families, trusts, 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. Heritage is also notable for its role as an affiliated private fund adviser and operator, managing multiple private funds and providing additional services such as bill-paying and estimated tax payments.

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.

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 with eight years of industry experience. She holds a Series 66 designation and has previously worked at Hefren Tillotson and Ameriprise Financial Services, Inc. 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 asset allocations and includes management of private funds through affiliated entities.

Aaron Zitalone is a financial advisor at Heritage Wealth Advisors with five years of industry experience. He holds the Series 66 designation and has worked previously at Raymond James & Associates, Cetera Investors, and Davey Tree Company. 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.

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.

Matthew Osten is a financial advisor at Heritage Wealth Advisors in Wexford, PA, holding a Series 65 designation with two years of industry experience. His prior work includes roles at Impact Guard LLC and positions in education at North Carolina State University and North Allegheny schools. 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 asset allocations tailored to clients’ time horizons, risk tolerances, and cash-flow needs, utilizing a range of investment vehicles and quarterly portfolio reviews by an Investment Policy Committee. Heritage also acts as an affiliated private fund adviser and operator, managing multiple private funds and offering unique operational services such as bill-paying and estimated tax payment services.