Matthew Efland is a financial advisor at Focus Partners Wealth, LLC, holding a Series 65 designation. He has one year of experience in the advisory industry and previously worked at Wade Trim, Columbia Gas of Virginia, HENKLES AND McCOY, and Buffalo Wild Wings. Focus Partners Wealth serves a diverse range of clients including individuals, high-net-worth families, family offices, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and offers a broad suite of wealth management services alongside affiliated investment vehicles and products.

Jeremy Kuhlen is a CFP® and holds a Series 65 license with 22 years of industry experience. He has been with The Colony Group LLC since 2015. He is based in Richmond, VA. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies along with various distinct investment offerings.

Cynthia Marsteller is a financial advisor at &PARTNERS with Series 63 and Series 65 credentials and 40 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Marsteller serves as a trustee and chair of development at the George C. Marshall Foundation and participates on the investment committee for St. Mary’s Episcopal Church. &PARTNERS serves a diverse range of clients including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers investment advisory and brokerage services using a combination of proprietary models and third-party solutions, employing fundamental, technical, and quantitative analysis in portfolio construction.

Frank Oley Sr. is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Hornor, Townsend & Kent since 2007 and also serves as an agent for Penn Mutual Life Insurance Company. Outside of his advisory role, he operates several life insurance brokerage businesses, including Oley Financial and 1847 Financial, providing insurance sales and related services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory services that emphasize client-directed implementation and oversight, primarily on a non-discretionary basis. The firm combines financial planning, consulting, and third-party asset manager platforms to deliver its investment approach.

Virginia Bowie is a financial advisor at &PARTNERS with 47 years of industry experience. She previously worked at Wells Fargo Advisors and Wells Fargo Clearing for a combined total of 16 years. Outside of her advisory work, she owns MAE I COOK PRODUCTIONS LLC, a venture focused on promoting family meal nights through cooking videos. &PARTNERS serves a diverse clientele, including individuals, retirement plans, charitable organizations, foundations, and sovereign wealth funds. The firm provides both investment advisory and brokerage services, utilizing a combination of proprietary models and third-party managers across discretionary and non-discretionary portfolio management.

Frank Carpin is a financial advisor at Oppenheimer with 59 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2009. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides advisory and brokerage services with an emphasis on strategic asset allocation, manager selection, and a mix of discretionary and non-discretionary investment management programs.

James Martin is a financial advisor with Eagle Strategies (NY Life) holding the ChFC® and Series 63 credentials and has five years of industry experience. He has worked with several related firms including NYLIFE Securities LLC and New York Life Insurance Co., and he owns Country & Lake Life Financial Strategies, LLC. Martin serves as president of the SML Rotary Club, which supports nonprofit activities in Bedford and Franklin County, VA, and he is a board member of the BNI Smith Mountain Lake networking group. Eagle Strategies provides financial planning, investment management, and retirement plan advisory services to individual, institutional, charitable, and corporate clients. The firm offers a range of advisory programs, emphasizing tailored solutions and fiduciary responsibilities, with the majority of its assets managed on a non-discretionary basis.

Zebediah Becker is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at LPL Financial, LLC and Grant Thornton LLP. Becker provides investment advisory services through multiple DBAs under Private Advisor Group. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs.

Yusi Lin is a financial advisor with Truist Advisory Services in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. Lin has been with Truist Advisory Services since 2016 and has worked at affiliated Truist entities since 2013. Outside of advising, Lin serves as a board member of the Central Virginia Chinese School, a nonprofit focused on promoting Chinese and Asian culture through language education and community events. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary and non-discretionary manager relationships supported by third-party platforms, with an emphasis on integrated inter-affiliate service arrangements.

Angelia Shay is a financial advisor with Eagle Strategies (NY Life) in Mechanicsville, VA, holding the ChFC® and Series 63 designations and totaling 32 years of industry experience. She has worked with Eagle Strategies since 2005 and New York Life Insurance Company since 1994, and she operates The Path Financial Strategies, LLC. Outside of her advisory work, she serves on the boards of College Ministries of Virginia and Fearless Ministries, organizations focused on campus ministries and women’s discipleship, respectively. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and advisory services primarily delivered through a non-discretionary asset management model integrated with insurance and annuity products.

Lisa Braden is a financial advisor at &PARTNERS with 28 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Wells Fargo Clearing, WELLS FARGO Advisors, LLC, and First Clearing. Outside of her advisory role, she co-owns and manages a rental property with her spouse. &PARTNERS serves a broad mix of individual and institutional clients, offering both investment advisory and brokerage services along with financial planning, ERISA consulting, retirement plan management, and investment banking. The firm employs a mix of proprietary and third-party investment strategies and operates as both a registered investment adviser and a broker-dealer.

Lisa Longest is a financial advisor at Focus Partners Wealth, LLC with 24 years of industry experience. She holds a Series 65 designation and has been with The Colony Group LLC since 2015. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies alongside a variety of specialized offerings.

Jean Schwarz is a CFP® with 23 years of industry experience. She is currently with Cerity Partners LLC and previously spent 11 years at Lumina Financial Consultants, LLC. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including high-net-worth individuals, families, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolios.

John Middleton is a CFP®, CFA®, and Series 63 licensed financial advisor with 16 years of industry experience. He currently works at Mercer Global Advisors Inc. and previously spent 13 years at Brighton Financial Planning. Outside of his advisory role, he is a member of Deacon Magnolia Properties, a real estate holding company where he participates in financial management. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, and estate planning services. The firm employs a Modern Portfolio Theory-based investment approach using diversified portfolios implemented through ETFs, index funds, separate account managers, direct indexing, and private funds.

Christopher Stewart is a CFP® professional with 31 years of industry experience, currently serving at Integrity Alliance, LLC. He previously worked at Brokers International Financial Services, LLC and Lincoln Financial Securities Corporation. Stewart is also a notary public and offers life insurance products through Fidelity Insurance Agency of VA. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides asset management, financial planning, and retirement consulting using various portfolio strategies and access to multiple custodial platforms and third-party programs.

Lawrence Jackson is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and 38 years of industry experience. His prior work includes positions at Raymond James Financial Services and Wells Fargo Advisors Financial Network. He is also managing partner and owner of Dickerson Jackson and Associates, LLC, an independent investment practice. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment approach combining passive and active managers with quantitative, momentum, and fundamental analysis.

Joe Rajendran is a financial advisor with Primerica Advisors in Midlothian, VA, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Guardian Life Insurance, Park Avenue Securities, Financial Growth Partners, and Northwestern Mutual. Outside of finance, he has experience working at Brandermill Country Club and Diageo. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers brokerage and advisory services, financial planning, retirement-plan consulting, and utilizes a range of proprietary and third-party investment strategies across multiple account types.

Tyler Parham is a financial advisor at Oppenheimer with nine years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Cetera and Foresters Financial. Parham serves as chairman of the board of directors for Commonwealth Cares in a volunteer capacity. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a variety of advisory programs including portfolio management, consulting, and financial planning. The firm’s investment approach varies by program and includes strategic and tactical asset allocation, manager selection, and periodic rebalancing.

Mark Hodges is a CFP® affiliated with Focus Partners Wealth, LLC and has been employed full-time by Keiter, Stephens, Hurst, Gary & Shreeves, a Virginia-based public accounting firm, since 2015. His connection to Focus Partners is solely for registration purposes to make client referrals under a solicitation agreement between the firms. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Jonathan Thibodeaux is a financial advisor with Oppenheimer in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Bank of America and Merrill. He has been with Oppenheimer since 2019. Oppenheimer serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services such as investment management, consulting, and retirement planning. The firm uses strategic and tactical asset allocation, manager selection, and various investment strategies, with an emphasis on both discretionary and non-discretionary management.