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Alfredo C

ChFC®, Series 63

Richmond, VA

VOYA Financial Advisors, Inc.

Alfredo Calvo is a ChFC® credentialed financial advisor with 27 years of industry experience. He has worked at Voya Financial Advisors, Inc. since 2019 and previously spent 20 years at Great West Life & Ann Ins Co/Gwfs Equities Inc. In addition to his advisory work, he participates voluntarily in consumer opinion surveys. Voya Financial Advisors, Inc. serves a diverse range of individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides various investment and planning services through multiple program structures, often delivering non-discretionary recommendations requiring client approval.

Retirement income strategy General retirement planning Business ownership considerations Founder/Business Owner Executive
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Steven M

Series 63, Series 65

Richmond, VA

VOYA Financial Advisors, Inc.

Steven Mcgregor is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He worked at ICMA Retirement Corporation for 10 years before joining Voya in 2024. Voya Financial Advisors serves a diverse client base, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, and plan-sponsor consulting through multiple program structures, primarily offering non-discretionary advice and maintaining both SEC-registered investment adviser and broker-dealer registrations.

Retirement income strategy General retirement planning Business ownership considerations Founder/Business Owner Executive
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Homer S

Series 63, Series 65

Richmond, VA

VOYA Financial Advisors, Inc.

Homer Stinson Jr. is a financial advisor at VOYA Financial Advisors, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at ICMA-RC Services, LLC and First Command Advisory Services, Inc. VOYA Financial Advisors, Inc. serves a diverse client base including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers a range of financial services through various program structures, focusing primarily on non-discretionary, recommendation-based client relationships.

Retirement income strategy General retirement planning Business ownership considerations Founder/Business Owner Executive
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