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.

Jeffrey Winneberger is a financial advisor with First Citizens Investor Services, Inc. in Richmond, VA, holding Series 63, 65, and 66 licenses and bringing 20 years of industry experience. His career includes roles at First Citizens Bank and SunTrust Investment Services. First Citizens Investor Services serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities, offering a range of advisory and brokerage services including portfolio management, wrap programs, model portfolios, and financial planning. The firm emphasizes IAR-led client assessments and uses fundamental, quantitative, and technical analysis in its investment approach.

Kelsey Daugherty is a financial advisor with Kestra Advisory Services, holding Series 63 and Series 65 licenses and bringing four years of industry experience. Her prior roles include positions at Goldman Sachs and Canal Capital Management LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual clients. The firm offers services such as plan design, fiduciary consulting, and employee education, supporting recommendations with due diligence and managing approximately $79.8 billion in assets.

Mark Hovanic is a financial advisor with Oppenheimer in Richmond, VA, holding Series 63 and Series 65 credentials and 25 years of industry experience. His prior roles include positions at JP Morgan Chase Bank, J.P. Morgan Securities, Waddell & Reed, Wells Fargo Advisors, Morgan Stanley, Citigroup Global Markets, and UBS Financial Services. Oppenheimer is a registered investment adviser and broker-dealer serving a broad range of clients including individuals, corporations, pension plans, and charitable organizations. The firm offers diversified investment programs and advisory services employing both discretionary and non-discretionary management, with a distinctive approach that includes maintaining custody of client assets and managing a significant portion of assets on a non-discretionary basis.

Harvey Hutchinson IV is a financial advisor at Farther with 34 years of industry experience. He previously worked at World Equity Group for 16 years and led Hutchinson Financial Advisors, Inc. for 28 years. Outside of advising, he is a minority owner of a company producing Bloody Mary mix. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform, offering discretionary investment management, retirement plan consulting, and non-discretionary recommendations for private investment funds. The firm's investment approach is based on Modern Portfolio Theory and uses algorithmic model portfolios with automatic rebalancing.

Nicholas Orenduff is a CFP® professional with over 21 years of experience in financial advising. He has been with PlanMember Securities Corporation since 2019 and also operates Orenduff & Associates. His work history includes roles at Voya Financial Advisors and several independent firms. PlanMember Securities Corporation provides retirement-plan advisory services primarily to employers and plan participants, offering asset allocation portfolios and educational support. The firm employs a top-down strategic asset allocation approach across risk-based mutual fund portfolios and delivers comprehensive services including retirement planning and separation counseling.

Christina Horsley is a financial advisor with Eagle Strategies (NY Life) located in Mechanicsville, VA. She holds a Series 66 credential and has 11 years of industry experience. She currently operates under the DBA The Path Financial Strategies LLC, providing investment-related services. Eagle Strategies serves individual and institutional clients through a large network of affiliated investment adviser representatives, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations across multiple program types and manages the majority of its assets on a non-discretionary basis.

Andrew Sanborn is a financial advisor with Eagle Strategies (New York Life) in Glen Allen, VA, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. He has been with Eagle Strategies since 2021 and with New York Life Insurance Company since 2000. Outside of his advisory role, he volunteers as a Cub Scout Pack Leader and serves on the board of Comfort Zone Camp, a bereavement organization. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, defined contribution and defined benefit plans, and charitable and corporate entities. The firm delivers tailored advice through multiple program types and manages the majority of its assets on a non-discretionary basis.

Lisa Miranda is a Series 66-licensed financial advisor with TIAA-CREF in Richmond, VA, where she has worked since 2014. She has 19 years of industry experience. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with pre-existing retirement plan relationships. The firm offers a separation between one-time planning services and ongoing portfolio management through model or customized portfolios under a fiduciary standard.

Carroll Cooper is a CFP® professional with seven years of industry experience. He currently works at Mercer Global Advisors Inc. and previously held roles at Morgan Stanley Private Bank and Morgan Stanley. Carroll serves on the boards of the Patrick Henry School of Science and Arts, the Firehouse Theater, and Junior Achievement of Central Virginia. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and offers a range of investment solutions alongside financial and retirement planning.

Robert Grizzard is a financial advisor at Davenport & Company LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Lincoln Financial Advisors, OSAIC, and Tucker Franklin Insurance. Grizzard also offers various insurance products including health, disability, and annuities through related business activities. Davenport & Company serves individual and institutional clients such as banks, pension plans, trusts, and nonprofits, providing asset management, brokerage, fixed income, public finance, and investment banking services. The firm employs a team-based investment approach and manages multiple mutual funds alongside separately managed accounts and model portfolios.

Jason Braun is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and 27 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC for 13 years and Raymond James Financial Services for 4 years. Braun is also associated with Dickerson Jackson & Associates, LLC as an independent contractor. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and access to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets, using a diversified investment process that blends passive and active managers, supported by an internal Investment Committee.

Elina Dennis is a financial advisor at Oppenheimer with Series 65 and Series 63 credentials and one year of industry experience. Her prior roles include positions at State Farm VP Management Corp and Hunter Wyant Insurance Agency. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a broad range of programs, including asset management, consulting, and retirement services, with both discretionary and non-discretionary approaches across equity, balanced, and fixed-income portfolios.

Joseph Farmer is a financial advisor at D.A. Davidson & Co. with 15 years of industry experience. He holds a Series 66 designation and has worked previously with Truist Advisory Services, Truist Investment Services, BB&T Securities, and Scott & Stringfellow. Outside of his advisory work, Farmer is involved as a class agent for Woodberry Forest and serves as Stamp Chairman for Ducks Unlimited in Virginia, overseeing a conservation-related stamp program. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of services under a fiduciary standard, including retirement plan advisory, comprehensive financial planning, and private wealth management for clients with substantial assets.

Deborah Nuttycombe is a financial advisor with Truist Advisory Services who holds Series 63 and Series 66 licenses and has 33 years of industry experience. She has been with SunTrust Advisory Services and SunTrust Investment Services for the past 10 years. Nuttycombe is a part owner of a rental property managed by her husband, though she has no management responsibilities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Russell Cumbea IV is a financial advisor at Commonwealth Financial Network with Series 63 and Series 65 credentials and four years of industry experience. His prior work includes roles at MassMutual Life Insurance Company and MML Investors Services LLC. He also has experience as co-owner of private advisory entities. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and services including custom portfolio solutions, third-party asset manager access, and retirement plan consulting. The firm provides operational, trading, technology, compliance, and practice-management support while allowing advisors discretion in portfolio construction.

Steven Mcgregor is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He worked at ICMA Retirement Corporation for 10 years before joining Voya in 2024. Voya Financial Advisors serves a diverse client base, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, and plan-sponsor consulting through multiple program structures, primarily offering non-discretionary advice and maintaining both SEC-registered investment adviser and broker-dealer registrations.

Robert Weaver Jr. is a ChFC® credentialed financial advisor with 34 years of industry experience. He is currently with Kestra Investment Services LLC and Kestra Advisory Services LLC since 2026, following five years at Commonwealth Financial Network and ten years at Cambridge Investment Research. Outside of financial advising, he is the owner and author of Not Bland, LLC, a publishing company focused on novels. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of nearly 2,900 advisors and hundreds of thousands of clients. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody services, providing various investment options such as mutual funds, ETFs, and personalized indexing.

Russell Good is a CFA® charterholder with over 43 years of experience in the financial services industry. He has worked at Oppenheimer since 2009, following prior roles at the Stanford Group Company and UBS Financial Services. He is based in Richmond, VA. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a wide range of investment programs and advisory services, including strategic and tactical asset allocation and manager selection, with a notable portion of its assets managed on a non-discretionary basis.