Warren Poirier

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.

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.

Daniela Vasquez Izquierdo is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 designations and two years of industry experience. She has been with Citigroup since 2013. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, and maintains in-house research, security pricing, and unique market roles such as swap dealer and futures commission merchant.

Teng Lin is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 credentials and two years of industry experience. Prior to joining Citigroup, Teng worked at Queens College and Queens Borough Community College. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and operates with a combination of large institutional scale and specialized market functions.