William Kavanagh is a Series 66-licensed financial advisor with Oppenheimer, where he has worked since 2012. He has 26 years of industry experience. Outside of his advisory role, he serves as a trustee managing the Carol K. Thompson Irrevocable Trust. Oppenheimer serves a broad client base including individuals, corporations, pension plans, and charitable organizations. The firm offers advisory and brokerage services with an investment approach that includes strategic and tactical asset allocation, manager selection, and a variety of mutual fund, ETF, fixed-income, and equity strategies.

Alfredo Calvo is a financial advisor at Voya Financial Advisors, Inc. with 27 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining Voya in 2019, he worked at Advised Assets Group, LLC and Great West Life & Ann Ins Co/Gwfs Equities Inc. Outside of his advisory role, he participates voluntarily in consumer opinion surveys. Voya Financial Advisors, Inc. serves individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, wrap programs, and third-party money manager access, delivering advice primarily through non-discretionary recommendation-based relationships.

Patrick Finch is a financial advisor with PNC Wealth Management, holding a Series 66 designation and nine years of industry experience. His career includes roles at Truist Advisory Services and BB&T Securities. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic risk assessment and third-party portfolio management.

Blake Lewis is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 19 years of industry experience. He has worked at Truist Advisory Services and Truist Investment Services since 2021, and previously held roles at Bb&T Securities and Bbtis from 2012 to 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary manager relationships supported by AI-enabled research tools and emphasizes inter-affiliate integration in its advisory approach.

Roy Hamilton Jr. is a financial advisor with Creative Planning in Richmond, VA, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Cetera Wealth Services, SageView Advisory Group, and Charles Schwab. He also served nine years in the military. Creative Planning provides wealth management and financial planning services to individuals, retirement plans, trusts, foundations, and corporations. The firm emphasizes a financial-planning-led investment approach focused on low-cost indexing and buy-and-hold strategies, managing over $295 billion in client assets through a large team of advisors and a broad service platform.

Russell Cumbea III is a financial advisor with Commonwealth Financial Network in Glen Allen, VA, holding Series 63 and Series 65 licenses and having 35 years of industry experience. His prior work includes over three decades at MML Investors Services, Inc. and Massachusetts Mutual Life Insurance Company. He is also co-owner of RC Financial, LLC, a private entity supporting his advisory business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and services along with operational, technology, compliance, and practice-management support. The firm offers discretionary portfolio management, multiple program structures, and a clearing relationship with National Financial Services LLC.

Melinda Lassiter is a financial advisor with Principal Financial Services, holding Series 65 and Series 63 licenses and bringing 24 years of industry experience. She has been with Principal Life Insurance Company and Princor Financial Services Corporation since 2001. Lassiter also serves as a bank officer for Principal Bank and Principal Trust Company, supporting retirement plan account relationships across insurance, broker-dealer, and trust offerings. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individual investors, retirement plans, trusts, and corporations. The firm offers direct advisory programs, financial planning, and access to third-party money managers through various advisory and promoter arrangements.

Franklin Butler Jr. is a financial advisor with Commonwealth Financial Network based in Richmond, VA. He holds the CFP® designation and has 23 years of industry experience, including 20 years with Mass Mutual Investors Services and Massmutual Life Insurance Co. He is also a co-owner of True North Advisors, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and services, combining operational and technological support with investment management and compliance oversight for affiliated advisors.

John Emison is a financial advisor with Primerica Advisors, holding a Series 66 designation. He has prior experience at Northwestern Mutual Investment Services LLC and Guardian Life Insurance Company, among other firms. Emison’s background includes roles at John Van Der Hyde and Acacia Midtown. Primerica Advisors serves a broad retail client base with a range of brokerage and advisory services, including financial planning and retirement-plan consulting. The firm utilizes proprietary and third-party investment strategies and offers various account-level services such as lending solutions and donor-advised fund options.

Thomas Vlahakis is a financial advisor with Centaurus Financial, Inc., holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Centaurus Financial since 2002. Outside of his advisory role, he serves as president of Vlahakis Financial Inc. and is involved in health insurance and employee benefits through The Capital Group. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers a range of financial planning and portfolio management services with both discretionary and non-discretionary arrangements, utilizing multiple analytical approaches and model overlay programs.

David Evans is a financial advisor at Integrity Alliance, LLC, holding a Series 65 designation. He has been with Integrity Alliance since 2026 and has 18 years of experience in the insurance industry through Evans Insurance. He also owns Evans Advisory Group, which operates as the securities arm of his practice, keeping his investment and insurance services separate. Integrity Alliance, LLC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisors. The firm offers a range of investment management and consulting services, utilizing both advisor-managed and model-based portfolios with various asset allocation strategies.

Matthew Rubin is a financial advisor with Eagle Strategies (NY Life) based in Glen Allen, VA. He holds Series 63 and Series 66 designations and has 12 years of industry experience. Rubin has been affiliated with Eagle Strategies since 2021 and with New York Life and Nylife Securities LLC since 2013. He serves as a board member for the FORE Foundation, focusing on fundraising and coordinating community charity events. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm emphasizes tailored advice through various program types and manages a significant portion of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Nicholas Giordano is a financial advisor at &Partners with 15 years of industry experience and holds a Series 66 designation. He previously worked at Wells Fargo Advisors LLC for 19 years before joining Ampersand Partners and subsequently &Partners. Outside of advising, he is an author of a book titled "Around Starting Your Career" and co-owner of a screenplay writing project. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers both investment advisory and brokerage services, employing a mix of proprietary and third-party strategies delivered through platforms such as Envestnet.

Philip Baxley is a financial advisor at TIAA-CREF with 15 years of industry experience. He holds a Series 66 designation and has been with TIAA-CREF since 2014. The firm serves individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often through clients’ existing employer-sponsored retirement plans. TIAA-CREF offers financial planning and managed account programs that include discretionary portfolio management and maintains a fiduciary standard tailored to the services provided.

James Stames is a financial advisor at Oppenheimer with 50 years of industry experience. He has been with Oppenheimer since 2009 and holds Series 63 and Series 65 licenses. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as discretionary and non-discretionary investment management, financial planning, and private-fund management. The firm emphasizes strategic and tactical asset allocation, manager selection, and a range of investment strategies tailored to client objectives.

Camden Breneman is a financial advisor at Truist Advisory Services with two years of industry experience. He holds a Series 66 designation and has worked at firms including Commonwealth Financial Network and Stern & Heatwole Financial Group. Breneman's background also includes roles outside of finance, such as positions at James Madison University and DoorDash. 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, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Daniel Kleinschuster is a financial advisor at &Partners with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services from 2007 to 2024 before joining &Partners. &Partners serves a diverse client base, including individual and institutional clients such as non-wealth and high-net-worth individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers investment advisory and brokerage services, financial planning, retirement plan consulting, and investment banking, utilizing a mix of proprietary models and third-party managers through the Envestnet platform.

Linwood Orenduff is a financial advisor with PlanMember Securities Corporation in Richmond, VA, holding the ChFC® designation and Series 63 and 66 licenses. He has 42 years of industry experience, including prior roles at VOYA Financial Advisors and operating his own firm, Orenduff & Associates, since 2004. Outside of advisory work, he is involved in a noninvestment related real estate rental business. PlanMember Securities Corporation provides retirement-plan advisory services primarily to employers and plan participants, offering fiduciary oversight, participant investment options, and educational support. Their investment approach utilizes a top-down strategic asset allocation framework with risk-based mutual fund portfolios and defined rebalancing events.

Victor Kane Jr. is a financial advisor at Truist Advisory Services with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Truist and its predecessor firms since 2010. 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 third-party platforms and AI-enabled research tools.

Charlotte Fox is a CFP® professional with 13 years of experience in the financial services industry. She has worked at firms including Merrill and Heritage Wealth Advisors, and is currently affiliated with Commonwealth Financial Network and True North Advisors. Fox serves as the Women in Finance Chair for the Financial Planning Association. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a variety of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, enabling advisors to offer customized portfolio solutions and discretionary model portfolios.