Patricia Branch is a CFP® and ChFC® with 15 years of industry experience, currently serving at Eagle Strategies (NY Life) since 2018. She has held roles with Nylife Securities LLC and New York Life Insurance Company since 2012. Branch is a board member of the Children's Hospital Foundation in Richmond, supporting its programs and participating in gift shop activities. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of advisors. The firm offers multiple advisory programs tailored to client objectives and maintains a predominantly non-discretionary asset base.

Eric Shoenfeld is a financial advisor with Prime Capital Financial in Richmond, VA, holding a Series 65 designation and bringing 20 years of industry experience. He has worked at Prime Capital Investment Advisors, Financial Engines Advisors, and Tmfs Advisors. Shoenfeld serves as Treasurer and Trustee for the Richmond Jewish Foundation’s 403(b) plan and has held leadership roles with the Jewish Family Services, including serving as president of the board. Prime Capital Financial is an enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, and third-party manager selection. The firm employs a range of investment strategies and offers specialized family office services along with affiliated accounting and tax advisory capabilities.

Jennifer Rose is a financial advisor with Commonwealth Financial Network in Richmond, VA, holding a ChFC® designation and Series 63 and 66 licenses. She has 20 years of industry experience, including nearly two decades at Mass Mutual Investors Services and MassMutual Insurance Company. She is also co-owner of True North Advisors, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and back-office support. The firm offers discretionary model portfolios and multiple program structures, combining investment management, technology, and compliance services for affiliated advisors.

Richard Ware is a CFA® charterholder and holds a Series 66 license with over four years of industry experience. He currently works at TIAA-CREF and previously was with Chesapeake Wealth Management and Chesapeake Financial Group. Ware serves as a board member of The Health Brigade, a free health clinic in Richmond, where he provides advisory support. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and managed account programs to individuals and a variety of institutional clients. The firm distinguishes between point-in-time planning and ongoing discretionary management, serving clients often connected through employer retirement plans and providing access to affiliated services such as TIAA Trust and donor-advised funds.

Grace Borden is a financial advisor with \u0026Partners, holding a Series 66 designation and seven years of industry experience. Prior to joining \u0026Partners in 2024, she worked at UBS Financial Services Inc. for six years and held positions at The Hardshell and Roan. \u0026Partners serves a diverse client base including high-net-worth individuals, institutions, and private businesses, offering investment management, financial and tax planning, and retirement-related services through both advisory and brokerage platforms. The firm employs a variety of analytical approaches and model portfolios, and it maintains activities in municipal advisory and underwriting.

William Kavanagh is a financial advisor with Oppenheimer, holding a Series 66 designation and bringing 26 years of industry experience. He worked at Merrill from 2000 to 2012 before joining Oppenheimer, where he has been since 2012. Kavanagh serves as a trustee for two family trusts, managing fiduciary responsibilities and estate transfers. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a variety of advisory programs involving equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management options.

Alfredo Calvo is a financial advisor with Voya Financial Advisors, Inc., holding the ChFC® designation and Series 63 license, and has 27 years of industry experience. His prior roles include 20 years at Great West Life & Ann Ins Co/Gwfs Equities Inc and two years at Advised Assets Group, LLC. He participates occasionally in consumer opinion surveys outside of his advisory work. Voya Financial Advisors, Inc. is an enterprise-scale firm serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and a range of advisory services through a large network of representatives, employing model portfolios and technology-enabled tools to support both discretionary and non-discretionary account management.

Robert Cornwell is a financial advisor at OSAIC Institutions, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Infinex Investments, Chesapeake Wealth Management, Wells Fargo Clearing, Merrill, and Banc of America Investment Services. Cornwell is also involved with Chesapeake Wealth Management Company, referring advisory business to a trust department affiliated with FIS Global. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a large network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating with a hybrid adviser/broker-dealer model that emphasizes firm supervision and varied client authority levels.

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.

Conner Pugh is a financial advisor at Janney Montgomery Scott with a Series 66 designation and two years of industry experience. His prior work includes roles at Capital One and Virginia Commonwealth University. Janney Montgomery Scott LLC is a large 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, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, and advisory programs supported by both in-house and third-party portfolio management.

Russell Cumbea III is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He previously worked 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 established to facilitate advisory business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of individual and institutional clients. The firm offers a comprehensive adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

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 at Guardian Life with a Series 66 credential and one year of industry experience. His career includes roles at Park Avenue Securities and Guardian Life since 2025, following six years at John Van Der Hyde and Northwestern Mutual Investment Services LLC. Guardian Life’s affiliate, Park Avenue Securities LLC, operates as a dually registered broker-dealer and SEC-registered investment adviser, serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of brokerage services, financial planning, and advisory programs with both discretionary and non-discretionary 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.

Matthew Rubin is a financial advisor with Eagle Strategies (NY Life) in Glen Allen, VA, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has been with Eagle Strategies since 2021 and has worked with Nylife Securities LLC and New York Life Insurance Company since 2013. Rubin serves as a board member of the FORE Foundation, assisting with fundraising and coordinating local community charity events. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of its assets managed on a non-discretionary basis.

Nicholas Giordano is a financial advisor with &Partners who holds the Series 66 designation and has 15 years of industry experience. He previously worked at Wells Fargo Advisors LLC for 19 years and at Ampersand Partners. Outside of advising, he is an author of a book titled "Around Starting Your Career" and co-owner of a fictional screenplay writing project based in Philadelphia. &Partners serves a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and ERISA consulting, utilizing a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts.

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 with Oppenheimer in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. He has worked at Oppenheimer since 2009 and previously was with UBS Financial Services from 1995 to 2009. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement services.

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.

Walker Smithson is a Series 66-registered financial advisor with Kestra Advisory, based in Midlothian, VA, and has four years of industry experience. His prior roles include positions at Fidelity Investments, Commonwealth Financial Network, and Davenport & Company LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm serves a diverse client base including large institutional investors and sovereign wealth funds, with approximately $79.8 billion in assets under management.