Todd Via is a Certified Financial Planner® (CFP®) with 27 years of industry experience. He is currently with Truist Advisory Services and has held roles at SunTrust Advisory Services and SunTrust Securities, Inc. for over two decades. Outside of advising, he manages a rental property in Richmond, VA. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a mix of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Yvonne Pridemore is a Series 66 licensed advisor with 25 years of industry experience. She has worked at Truist Advisory Services since 2021 and previously held positions at Suntrust Advisory Services, Suntrust Bank, Bb&T Securities, and Scott & Stringfellow. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by advanced research and inter-affiliate integration.

Isaac Critchlow is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at Jackson National Life Distributors LLC, MML Investors Services, and MassMutual. He is also the proprietor of Elevate Financial Group, a life insurance brokerage operating under the firm's umbrella. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, providing custody, execution, and brokerage alongside investment advice.

Jayne Di Vincenzo is a financial advisor with Kestra Advisory Services, LLC, holding CFP® and ChFC® designations and bringing 27 years of industry experience. She has worked at Kestra since 2021 and previously held roles at Cambridge Investment Research Advisors, Colonial River Wealth Management, and LPL Financial. Di Vincenzo serves on the board of Step Up Savannah and is secretary of International Friends of Animals in Developing Countries. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets, serves large institutional investors including sovereign wealth funds, and supports complex investment solutions within a comprehensive supervisory framework.

Thomas Valenza is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation with three years of industry experience. Prior to his current role, he worked at Ropewalk and was involved with Iron Horse Restaurant, Randolph-Macon College, and Glenelg High School. Davenport & Company serves individual and institutional clients, providing asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s advisory platform includes separately managed accounts, model delivery, and financial planning, supported by dedicated portfolio teams and a robust Manager Research group.

Kenneth Barnes is a CFP®-credentialed financial advisor with 16 years of industry experience, currently with Creative Planning. He previously worked at Cetera Wealth Services for 11 years and holds a Series 66 designation. Outside his advisory role, he serves as an account executive in a non-sales capacity at SageView Advisory Group, LLC. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach featuring low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Qiaoling Chen is a financial advisor at Citigroup Global Markets with one year of industry experience. She holds a Series 66 license and has held various roles at CitiBank since 2020. Prior to joining CitiBank, she worked at Futiji and has academic experience at Queens College and Queensborough Community College. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies with internal oversight and integrates institutional-scale resources and market roles uncommon among peers.

Andrew Beauvais is a financial advisor with Empower Advisory Group in Richmond, VA, holding Series 63 and Series 66 licenses and five years of industry experience. His prior work includes roles at GWFS Equities, Alligator Soul, Home Depot, T. Rowe Price, and Roanoke College. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated model combines proprietary and third-party planning methodologies focused on long-term portfolio returns and client savings rates.

Joseph Wiggins is a CFP®-designated financial advisor with Wealthspire Advisors LLC, bringing 33 years of industry experience. He has held leadership roles at Actuarial Consulting Group, Inc. and ACG Advisory Services, Inc. since 1998 and is the owner of Clover Holdings, LLC, a real estate investment firm. Wealthspire Advisors is an SEC-registered adviser managing approximately $34.3 billion in assets for nearly 9,700 clients, serving individuals, corporations, nonprofits, and pension plans. The firm employs an institutional-style asset allocation framework utilizing a diverse mix of investments, and offers wealth management, retirement-plan consulting, and additional trustee-related services.

Winfred Eddins Jr. is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation with 20 years of industry experience. He has been with Davenport & Company since 2005. Outside of his advisory role, he serves as Treasurer for both the Carrington Court Neighborhood Association and the Richmond Bogies Golf Social Group, and he is a member of the Board of Directors at Willow Oaks Country Club. Davenport & Company serves individual and institutional clients, providing asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s investment advisory division offers separately managed accounts, model delivery to third-party platforms, and financial planning, supported by dedicated portfolio manager teams and a Manager Research group.

Harrison Geho is a financial advisor at Davenport & Company LLC with a Series 66 designation and one year of industry experience. Prior to joining Davenport, he worked at Oracle Denver for seven years and at Elon University for four years. Davenport serves individual and institutional clients, including banks, pension plans, trusts, estates, nonprofits, and corporations, offering a range of services such as asset management, retail brokerage, fixed income, public finance, and investment banking. The firm organizes its asset management through dedicated portfolio manager teams and oversees multiple investment strategies, including separately managed accounts and mutual funds.

Lindsay Nolde is a Series 66 credentialed financial advisor at Davenport & Company LLC with 21 years of industry experience. She worked at SunTrust Investment Services, Inc. for 22 years before joining Davenport. Davenport & Company serves individual and institutional clients including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations. The firm offers asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services, with a dedicated team approach and multiple investment strategies including separately managed accounts and mutual funds.

Andrew Jones is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has seven years of industry experience. Jones has worked at Bankers Life Securities since 2018 and Bankers Life & Casualty since 2011. In addition to his advisory role, he manages a team of agents as a Branch Sales Manager, overseeing hiring and training. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, periodic rebalancing, and a combination of fundamental, technical, and cyclical analysis in its investment approach.

Cynthia Call is a Series 66-licensed financial advisor with Davenport & Company LLC in Richmond, VA, where she has worked since 2015. She has seven years of industry experience. Outside of her advisory role, Cynthia serves as treasurer and secretary for The Derby Homeowners Association, handling financial responsibilities and meeting documentation. Davenport & Company LLC serves individual and institutional clients with asset management, brokerage, fixed income, public finance, and investment banking services. The firm offers separately managed accounts, model portfolios, and advisory programs, supported by dedicated portfolio teams and an Investment Policy Committee.

Richard Dolan III is a financial advisor at Davenport & Company LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Davenport since 1993. Outside of his advisory role, he is a minority owner of Beaver LLC, a facility in Richmond, VA. Davenport & Company LLC serves individual and institutional clients, providing asset management, brokerage, public finance, and investment banking services. The firm’s investment approach includes dedicated portfolio manager teams and a Manager Research group that oversees multiple strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Stephanie Trentham is a financial advisor at Creative Planning with 14 years of industry experience. She holds the CFP® and Series 66 designations. Her prior experience includes roles at Advisors Capital Management, LLC and Dominion Investor Services, Inc. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and emphasizes a financial planning–led investment process with a range of strategies supported by a large advisory team and centralized infrastructure.

Colin May is a CFP® professional at Davenport & Company LLC with eight years of industry experience. He has been with Davenport since 2018 and previously worked at T. Rowe Price. Prior to his financial career, he was involved with Reel Inn Restaurant and Dock Bar and worked at Lynchburg College. Davenport & Company LLC serves individual and institutional clients, providing asset management, retail brokerage, fixed income, public finance, and investment banking services. The firm’s investment advisory division offers separately managed accounts, model delivery, financial planning, and other advisory programs.

Susanna Rountree is a Series 66-licensed financial advisor with 18 years of industry experience, currently with Truist Advisory Services. She has been with SunTrust Advisory Services and SUNTRUST INVESTMENT SERVICES, Inc. since 2012. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations, offering asset allocation, investment policy analysis, and manager-selection programs supported by integrated inter-affiliate platforms and AI-enhanced research.

Patrick Slack is a financial advisor at Davenport & Company LLC in Richmond, VA, holding Series 63 and Series 65 designations with 25 years of industry experience. He has been with Davenport since 2014. Davenport & Company serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations, offering a range of services such as asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s asset management utilizes dedicated portfolio manager teams and a Manager Research team to oversee strategies across separately managed accounts, mutual funds, ETF portfolios, and unified managed accounts.

Mark Dinora is a financial advisor with Truist Advisory Services in Richmond, VA, holding Series 65 and Series 66 licenses and bringing 21 years of industry experience. His career includes roles at Truist Investment Services, BB&T Securities, Capital One Financial, and Wells Fargo Clearing. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing both discretionary manager relationships and non-discretionary consulting supported by third-party platform arrangements.