Ryan Berry is a financial advisor with Truist Advisory Services in Richmond, VA. He holds the Series 66 designation and has three years of industry experience. His prior roles include positions at SouthState Bank, LPL Financial, and a long tenure at BB&T. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, and fiduciary support, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools and inter-affiliate integration.

Kendall Avery is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Oppenheimer & Co since 2011, following positions at RBC Capital Markets and Ferris, Baker Watts, LLC. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a broad range of investment programs and advisory services, including discretionary and non-discretionary management, strategic asset allocation, and retirement consulting.

Ethan Lindbloom is a CFP® and Series 66 credentialed advisor with 21 years of industry experience. He has been with Janney Montgomery Scott since 2012. Outside of his advisory role, he serves on the boards of several nonprofit organizations, including OAR of Richmond, which assists formerly incarcerated individuals, and The Virginia Home, a nursing and residential care provider. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base with a range of investment advice, portfolio management, brokerage services, and trustee capabilities.

Steven Scheuermann is a financial advisor with Valic Financial Advisors in Richmond, VA, holding Series 63 and Series 66 licenses and having eight years of industry experience. Prior to joining Valic Financial Advisors in 2025, he worked at Agia, Icma Rc, Atlantic Specialty Lines, and Performance Bicycle. Outside of his advisory work, Scheuermann owns Second Gear Design, a craft business creating artwork from recycled bicycle parts. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and retirement plan participants, offering portfolio management, financial planning, and consulting services. The firm employs discretionary unified managed accounts using a technology-driven approach with centralized model solutions across a large network of advisors.

Jennie Romero is a Series 66-licensed financial advisor with Valic Financial Advisors in Richmond, VA, bringing three years of industry experience. She has held positions at Valic Financial Advisors since 2019 and has experience with the Virginia Council on Economic Education and John Tyler Community College. In addition to her advisory role, she is appointed as an agent for AGIA, selling non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors. The firm is notable for its scale, managing approximately $29.2 billion and serving close to 300,000 clients.

Sonji Tucker is a financial advisor at Centaurus Financial, Inc. with 28 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at several firms including J.W. Cole Financial, Inc. and GF Investment Services, LLC. Outside of advisory work, she is involved in financial education through workshops and courses and participates as a speaker on budgeting credit at Richmond Heritage Federal Credit Union. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning and portfolio management through the CLASSIC Plus platform, employing both discretionary and non-discretionary investment arrangements and various analytical approaches.

Catherine Taylor is a financial advisor at &Partners with 13 years of industry experience. She holds the Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management, financial and tax planning, and consulting services using a combination of proprietary and third-party strategies, with ongoing monitoring and periodic account reviews.

Don Damron is a financial advisor with Eagle Strategies (NY Life) in Glen Allen, VA, holding Series 63 and Series 66 designations and 19 years of industry experience. He has worked with Eagle Strategies since 2020 and has been affiliated with New York Life and NyLife Securities since 2006 and 2007, respectively. Outside of advising, Damron serves as the head coach of the Kanawha Football Organization. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types tailored to client objectives, including work with defined contribution and defined benefit plans, and emphasizes non-discretionary asset management within an integrated New York Life affiliate structure.

Robert Hardesty Jr. is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 credentials and 22 years of industry experience. Prior to joining Wealth Enhancement Group and Wealth Enhancement Advisory Services in 2023, he spent 18 years at The Burney Company. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a wide range of clients, including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement plan consulting, employing a strategic investment process that combines passive and active managers guided by an internal Investment Committee.

Daniel Heller is a financial advisor with Oppenheimer in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Oppenheimer since 2010 and previously spent three years with Wells Fargo Clearing. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a variety of investment and retirement services with both discretionary and non-discretionary management, and maintains custody of client assets while operating its broker-dealer and advisory businesses.

John Spooner is a financial advisor with TIAA-CREF in Richmond, VA, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His prior experience includes roles at Massachusetts Mutual Life Insurance Company, Ameritas Life Insurance Corp., Wells Fargo, and its clearing division. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with employer retirement plan relationships. The firm combines point-in-time financial planning with ongoing portfolio management, offering both model-based and customized investment strategies.

Geoffrey Gardner is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His tenure includes multiple roles at Guardian Life Insurance Company and Park Avenue Securities dating back to 2013. Outside of his advisory work, he occasionally sells insurance products through Consolidated Planning, Inc. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a wholly owned subsidiary of The Guardian Life Insurance Company of America. The firm provides brokerage, financial planning, retirement consulting, and investment advisory services to individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporate clients.

Trevor Vick is a financial advisor at Janney Montgomery Scott with three years of industry experience. He holds a Series 66 designation and has worked in various roles including positions in the food service and landscaping industries prior to joining Janney. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Linda Poole is a financial advisor with Eagle Strategies (NY Life) in Glen Allen, VA, holding Series 63 and Series 66 licenses and with nine years of industry experience. She has worked with New York Life Insurance Company, NYLIFE Securities LLC, and currently operates Victory Formation Insurance and Financial Services, LLC. Outside of her advisory role, Poole volunteers as a board member of Safe Harbor, an organization serving individuals affected by domestic violence, and is active in the Delta Sigma Theta Sorority, a service sorority focused on community service. Eagle Strategies serves a diverse client base that includes individual investors, institutional clients, and retirement plans, providing financial planning, investment management, and retirement advisory services. The firm offers tailored solutions through various program types, emphasizing fiduciary responsibilities and largely managing assets on a non-discretionary basis.

Walter Dance is a financial advisor with Eagle Strategies (NY Life) based in Glen Allen, VA. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to his career in financial services, he spent 11 years operating Dance's Sporting Goods. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of advisory programs tailored to client objectives and emphasizes non-discretionary asset management within an integrated New York Life affiliate structure.

Aaron Smith is a financial advisor with Centaurus Financial, Inc. in Glen Allen, VA, holding Series 63 and Series 65 designations and over 30 years of industry experience. He has been with Centaurus Financial since 1996 and has held concurrent roles at Interstate Specialty Marketing, Primerica Financial Services, and Richmond Federal Credit Union. Outside of his advisory work, Smith hosts a non-interactive radio show discussing money and lifestyle topics and is an author of several financial books. He also facilitates church education meetings, teaches wealth-building modules focused on African American generational legacy, and educates federal employees on government benefits. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm delivers financial planning and portfolio management through the CLASSIC Plus platform, offering discretionary and non-discretionary arrangements and utilizing a mix of fundamental, technical, bottom-up, and top-down analysis in its investment approach.

Sarah Hollingsworth is a financial advisor at Truist Advisory Services with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has been with SunTrust Advisory Services and related entities since 2013. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, combining discretionary and non-discretionary solutions supported by third-party platforms and AI-enabled research tools.

Gary Wilson is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with Kestra Advisory, having joined in 2026, and previously worked at InVirtus Wealth Partners, Commonwealth Financial Network, and Edward Jones. Outside of his advisory duties, he is the owner of Wilson Wealth Management, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, and investment advice, supporting large institutional investors and utilizing multiple management platforms.

Susan Seitter is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and 26 years of industry experience. She has worked with SunTrust Advisory Services and SunTrust Investment Services since 2013. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and a supervisory Investment Advisory Group.

Joseph Yano is a financial advisor with Truist Advisory Services and holds Series 63 and Series 65 licenses. He has 19 years of industry experience, including prior roles at SunTrust Advisory Services and SunTrust Investment Services. Yano is based in Richmond, VA. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration, including affiliated broker-dealer and bank services.