Jeremy Kuhlen is a CFP® and holds a Series 65 license, with 22 years of experience in the financial advisory industry. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group LLC, CapGroup Advisors, Mentor Wealth Management, and Wealthcare Capital Management LLC. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a comprehensive range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Cynthia Marsteller is a financial advisor at &Partners with 40 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing for eight years. Outside of her advisory role, she serves as a trustee and chair of development for the George C. Marshall Foundation and is a member of the investment committee at St. Mary’s Episcopal Church. &Partners serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan consulting. The firm employs a variety of analytical approaches and investment strategies, managing accounts both directly and through third-party managers.

Frank Oley Sr. is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 credentials and possessing 29 years of industry experience. He has been with Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2007. Outside of his advisory role, Oley operates several life insurance brokerage businesses, including his own firm, 1847 Financial, providing financial services. 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, employing a variety of asset management arrangements and custodial capabilities.

Scott Sterrett is a financial advisor with First Citizens Investor Services, Inc. in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at LPL Financial LLC, Truist Advisory Services Inc., and SunTrust Advisory Services. He serves on the board of the Hanover Education Foundation, which focuses on supporting educational programs and community partnerships in Hanover County. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm’s investment approach includes client assessments led by registered representatives and utilizes fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

Virginia Bowie is a financial advisor with \u0026PARTNERS in Glen Allen, VA, holding a Series 63 credential and 47 years of industry experience. She previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of her advisory work, she owns MAE I COOK PRODUCTIONS LLC, a venture focused on encouraging family meal nights through cooking videos. \u0026PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and financial planning services using a combination of fundamental, technical, and quantitative analysis, with accounts managed directly by advisors or through third-party managers.

Frank Carpin is a financial advisor at Oppenheimer with 59 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Oppenheimer since 2009. His prior experience includes roles at Stanford Group Company and UBS Financial Services. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of programs and advisory services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary strategies.

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. Prior to his current role, he worked at LPL Financial, LLC and Grant Thornton LLP. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and access to various managed account solutions through a fiduciary-based advisory model.

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 licenses and has previously worked at Wells Fargo Clearing and First Clearing. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations, providing investment management, financial and tax planning, and retirement-plan consulting through both advisory and brokerage services.

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 worked previously at The Colony Group LLC, CapGroup Advisors, and Capital Advisory Group. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and retirement plan consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, private funds, and third-party managers under an enhanced open architecture framework.

Jean Schwarz is a CFP® with 24 years of experience in the financial advisory industry. She has worked at Cerity Partners LLC since 2023, following eleven years at Lumina Financial Consultants, LLC, and ten years at SBSB Financial Advisors. She holds Series 63 and Series 65 licenses and is based in Richmond, VA. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services with an investment framework that integrates proprietary quantitative screening, manager selection, and access to alternative and private market solutions.

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® with 32 years of experience in the financial services industry. He is currently with Integrity Alliance, LLC and has previously worked at Brokers International Financial Services, Lincoln Financial Securities Corporation, Osaic FS, Inc., and B. Riley Wealth Advisors, Inc. He is also a commissioned notary public. Integrity Alliance is an enterprise advisory firm serving individual investors, corporations, and qualified retirement plans. The firm offers a broad range of portfolio management and financial planning services, operating as a large advisor network with over 300 representatives managing approximately $5.4 billion in client assets.

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 at Guardian Life with a Series 66 credential and two years of industry experience. His prior roles include positions at Financial Growth Partners and Northwestern Mutual Investment Services LLC. Outside of financial services, he has experience working in healthcare as a medical scribe and has been involved with organizations such as Diageo and Brandermill Country Club. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides a range of financial planning and advisory solutions, combining advisor-led discretionary management with model-based strategies delivered through proprietary and third-party platforms.

Tyler Parham is a financial advisor at Oppenheimer with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cetera and Foresters Financial. Parham serves as chairman of the board of directors for Commonwealth CARES in a volunteer capacity. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a variety of programs and advisory services across equity, balanced, and fixed-income portfolios, with a notable portion of its assets managed on a non-discretionary basis.

Mark Hodges is a CFP® affiliated with Focus Partners Wealth, LLC and has 11 years of experience with Keiter, Stephens, Hurst, Gary & Shreeves, a Virginia-based public accounting firm where he is employed full-time. His registration with Focus Partners is solely for client referral purposes under a solicitation agreement between the two firms. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies and offers access to private funds, financial planning, and employee benefit consulting.

Jonathan Thibodeaux is a financial advisor at Oppenheimer with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Bank of America, Merrill, Capitol Securities Management, and Wells Fargo Clearing. Thibodeaux has been with Oppenheimer since 2019. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a variety of investment programs and advisory services that include strategic asset allocation, manager selection, and tailored consulting and retirement planning.