Josin Lin

Randy Kolenda is a financial advisor at NorthStar Wealth Management LLC with 14 years of industry experience. He holds the Series 66 designation and has worked at firms including Resurgent Financial Advisors LLC, Kingswood Capital Partners, Hayden Royal, and Wells Fargo Clearing Services. NorthStar Wealth Management provides discretionary asset management, financial planning, and consulting services to individual and high-net-worth clients. The firm uses a combination of fundamental and technical analysis alongside modern portfolio theory to manage portfolios with a long-term focus, and offers an invitation-only Comprehensive Financial Leadership service that coordinates specialists across multiple financial disciplines.

Lisa Robinson is a CFP® professional at Robinson Nelson with no prior industry experience as a financial advisor. She has held roles at World Financial Group, United Health Group/Optum as a senior product manager, and United Real Estate, where she is a licensed real estate salesperson. Robinson Nelson provides discretionary asset management, standalone financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, and plan sponsors. The firm emphasizes pension consulting and ERISA plan management, using a combination of fundamental and technical analysis to guide investment decisions.

Danny Thompson is the principal of Thompson Financial Advisors in North Chesterfield, VA, holding Series 63 and Series 65 licenses with three years of experience at his current firm. He has additional industry experience dating back to 2004 with Stuart Financial Corp. and Great American Advisors, Inc. Outside of advisory services, he owns and manages an insurance business. Thompson Financial Advisors provides portfolio management, financial planning, and consulting services to institutional and private clients, including pension plans, foundations, trusts, and individuals. The firm combines fundamental and technical analysis in its investment process and maintains an affiliated insurance business alongside its advisory services.

Kristin Menz Yianni is a financial advisor at CPR Investments Inc. with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at CPR Financial Group and CPR Investments Inc. since 2016, as well as serving as a consultant for CT Executive Benefits Group since 2003. CPR Investments Inc. primarily serves individual investors and also works with businesses, qualified retirement plans, and other financial professionals. The firm employs a multi-manager approach combining third-party registered investment advisors and in-house tactical strategies to manage discretionary portfolios focused on downside risk reduction.

Todd Mccandless is a Series 65-licensed financial advisor with nine years of industry experience, currently with HBW Advisory Services LLC. He has worked at Southern Graphic Systems since 2014 and is involved with McCandless Enterprises LLC, a graphic design business he founded in 2001. Outside of advising, he also works as a graphic specialist at Altria Client Services. HBW Advisory Services manages approximately $1.75 billion in assets and provides asset management, financial planning, and consulting to individuals, families, charitable organizations, businesses, and retirement plans. The firm uses a blended investment approach with third-party money managers and offers a high client load per advisor alongside institutional and intermediary services.

Ralph Taylor is a financial advisor at Crews & Associates, Inc. with 19 years of industry experience. He holds a Series 66 designation and previously worked for Davenport & Company LLC for 11 years before joining Crews & Associates in 2025. Outside of his advisory role, he serves as an at-large representative on the Chesterfield County Health Center Commission, participating on the finance sub-committee. Crews & Associates provides wrap-fee advisory programs, separately managed accounts, and model-portfolio services to a diverse client base, including individuals, trusts, nonprofits, and institutions. The firm combines fundamental, technical, quantitative, and qualitative analysis in its investment process and uses Riskalyze’s Nitrogen tool to align portfolios with client risk tolerance.