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.

Joseph Karcic is a financial advisor at Citigroup Global Markets with 18 years of industry experience. He has held his current position at Citigroup Global Markets since 2012. He holds Series 63 and Series 65 credentials. 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 underpinned by internal standards and oversight committees, and it leverages its significant institutional scale and distinctive market roles in its service offerings.

Christopher Jolley is a financial advisor at Truist Advisory Services with four years of industry experience. He holds a Series 66 designation and has worked with Truist since 2021. Prior to his current role, he was involved in the fitness and physical therapy sectors, including positions at Maramarc Fitness LLC and Ashland Physical Therapy. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm provides discretionary and non-discretionary investment solutions that incorporate model portfolios, third-party managers, and advisor-led asset allocation, supported by extensive research and multiple investment platforms.

Zachary Hess is a financial advisor at First Command Advisory Services with Series 63 and Series 65 credentials. He has one year of industry experience following prior service in the United States Navy. First Command serves a diverse client base including individuals, high-net-worth clients, corporations, and charities, offering financial planning, discretionary asset management, brokerage recommendations, and insurance and banking products. The firm emphasizes advisor-led planning and delivers structured Tailored Professional Services engagements alongside discretionary asset management through in-house portfolio models.

Chandler Dodge is a financial advisor at First Command Advisory Services with one year of industry experience. He holds Series 63 and Series 65 licenses and serves as a Second Lieutenant in the Virginia Army National Guard, where he oversees fire direction for a field artillery battery and performs administrative and supervisory duties. Prior to joining First Command, his background includes roles in both military and civilian sectors. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through a platform offering financial planning, discretionary asset management, brokerage recommendations, and insurance and banking products. The firm emphasizes face-to-face financial coaching and structured 12-month planning engagements, with specialized services for active-duty military clients.

Anne Day Mccabe is a CFP® professional with 19 years of industry experience. She currently serves as a financial advisor at Kestra Advisory Services and Kestra Investment Services, LLC, where she has worked since 2021. Prior to that, she worked at LPL Financial and held a position at American University. Mccabe is also a member of the George Mason University FPWM Advisory Board and delivers paid speaking engagements. Kestra Advisory Services provides investment advisory and retirement-plan consulting to both institutional and individual clients. The firm offers a range of services including fiduciary consulting, plan-level investment advice, and employee education, and serves clients such as plan sponsors, large institutional investors, and sovereign wealth funds.

Isaac Critchlow is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at Penn Mutual Life Insurance Company, MML Investors Services, MassMutual, and Jackson National Life Distributors. He is the proprietor of Elevate Financial Group, a life insurance brokerage providing financial services and advice. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory services that emphasize client-directed implementation and oversight. The firm offers financial planning, consulting, and retirement plan services, utilizing third-party asset manager platforms and a range of investment strategies.

Qiaoling Chen is a financial advisor at Citigroup Global Markets with a Series 66 designation and five years of experience at CitiBank. Prior to joining Citigroup, Chen held roles at Futiji and taught at Queens College and Queensborough Community College. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies with extensive internal oversight and combines large institutional scale with unique market roles, including derivatives and futures services.

Nicole Wheelock is a financial advisor with First Command Advisory Services in Midlothian, VA, holding a Series 66 designation and five years of industry experience. Her career includes roles across multiple First Command entities since 2017. She is also the owner of Valiant Financial, LLC, established to run the CHV district. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage recommendations, and insurance and banking products. The firm offers a structured, advisor-led financial coaching program with a 12-month engagement cycle and manages portfolios using an in-house Investment Management Team.

Janssen Breeden is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at Penn Mutual Life Insurance Company, MML Investors Services LLC, and MassMutual. Outside of advising, he coaches rugby at Benedictine College Preparatory. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services primarily through third-party asset manager platforms with a focus on client-directed implementation and oversight. The firm manages a majority of client assets on a non-discretionary basis and offers a range of standard investment approaches alongside retirement plan consulting.

Maria Quinteros is a financial advisor at Citigroup Global Markets with 11 years of industry experience. She holds Series 63 and Series 65 designations and has been with Citigroup since 2010. Citigroup Global Markets serves individual and institutional clients across multiple 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 and maintains unique market roles including in-house research, swap dealing, and futures commission merchant activities.

Samantha Pardee is a financial advisor with Truist Advisory Services in Chester, VA, holding a Series 66 designation and 11 years of industry experience. Her career includes roles at Truist Investment Services, SunTrust Bank, and BB&T. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers both discretionary and non-discretionary investment solutions through a combination of model portfolios, third-party managers, and advisor-led asset allocation.

Benjamin Bishop is a financial advisor at D.A. Davidson & Co. with 13 years of industry experience. He holds a Series 65 designation and previously worked at Caprin Asset Management, LLC and Davidson Investment Advisors, Inc. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Melissa Abas is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Her prior experience includes roles at HSBC Bank USA and its affiliated entities from 2015 to 2022. Citigroup Global Markets Inc. serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including swap dealer and futures commission merchant activities, and provides tailored solutions for high-net-worth clients.

Michael Harripersaud is a financial advisor at Citigroup Global Markets with 15 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Citigroup Global Markets in 2022, he worked at Citibank NA from 2001 to 2022. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, providing a wide range of advisory, execution, custody, and derivatives services.