Robert Long Jr. is a financial advisor with Oppenheimer who holds Series 63 and Series 65 licenses and has 42 years of industry experience. He has worked at Oppenheimer since 2009, following roles at Stanford Group Company and UBS Financial Services. He also serves as trustee of his own revocable trust. 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 range of discretionary and non-discretionary investment programs and maintains custody of client assets while providing both advisory and broker-dealer services.

Michael Martin is a financial advisor at Principal Financial Services with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Northwestern Mutual and Principal in various capacities. In addition to his advisory role, he is involved in writing multiple lines of insurance, including group and individual life, health, disability, long-term care, annuities, medical, and dental products. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm’s services include financial planning, retirement plan consulting, and access to third-party money manager programs through various advisory arrangements.

Homer Stinson Jr. is a financial advisor at VOYA Financial Advisors, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at ICMA-RC Services, LLC and First Command Advisory Services, Inc. VOYA Financial Advisors, Inc. serves a diverse client base including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers a range of financial services through various program structures, focusing primarily on non-discretionary, recommendation-based client relationships.

Thomas Teagle is a financial advisor at &Partners with Series 63 and Series 65 licenses and 29 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing, where he worked for a combined 10 years. &Partners serves a diverse client base, including high-net-worth individuals and institutional clients, offering investment management, financial and tax planning, and retirement plan consulting. The firm employs a range of analytical approaches and combines proprietary and third-party strategies, with services delivered through both discretionary and non-discretionary management.

Barbara Oley is a financial advisor at Oppenheimer with a Series 66 designation and five years of industry experience. She has worked at Oppenheimer since 2020 and previously spent eight years with Henrico County Public Schools. 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 range of discretionary and non-discretionary programs and services that include asset management, consulting, and retirement planning.

Finley Woodward is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Woodward’s career includes multiple roles at both Guardian Life Insurance Company and Park Avenue Securities since 2016. Outside of these roles, Woodward is also involved in selling insurance products outside of Guardian for clients who do not qualify for Guardian coverage. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser affiliated with The Guardian Life Insurance Company of America. The firm serves individual, institutional, and nonprofit clients with brokerage, financial planning, and investment advisory services, offering both discretionary and non-discretionary portfolio management with proprietary and third-party solutions.

Rodney Perkins is a CFP® with 16 years of industry experience, currently with Eagle Strategies (NY Life). He has been associated with Eagle Strategies since 2012 and has operated Rsp Wealth Strategies LLC since 2016. Perkins is also involved in cryptocurrency investing as a passive investor. Eagle Strategies serves a diverse client base, including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory programs tailored to client objectives and primarily manages assets on a non-discretionary basis.

Brandan Williams is a financial advisor at D.A. Davidson & Co. with 29 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Truist Advisory Services, Truist Investment Services, BB&T Securities, and Scott & Stringfellow. Outside of his advisory work, he serves as a deacon at Pryor Memorial Presbyterian Church, assisting with the church’s 5 cents a meal program. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth.

William Weimer is a financial advisor with Eagle Strategies (New York Life) based in Mechanicsville, VA. He holds the CFP® and ChFC® designations and has over 30 years of industry experience. He has been associated with New York Life companies since 1995 and operates Best Choice Insurance, which brokers New York Life products as well as non-registered insurance products. Additionally, Weimer serves as a board member of the Jamestown 4-H Educational Center and participates as a volunteer with the Gideons. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base that includes individual investors, institutions, and corporate and charitable entities. The firm delivers tailored advice through multiple program types and manages a significant portion of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Welford Farmer Jr. is a financial advisor at D.A. Davidson & Co. with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Truist Advisory Services, Bb&T Securities, and Scott & Stringfellow, Inc. Additionally, he serves as a trustee for a family marital trust. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers a range of services such as retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients.

Percy Blackburn is a ChFC®-credentialed financial advisor with 10 years of industry experience, currently affiliated with Guardian Life and its subsidiary Park Avenue Securities. His prior experience includes roles with Northwestern Mutual Wealth Management Company and related entities from 2015 to 2023. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through a range of brokerage services, financial planning, and investment advisory programs.

William Harris is a financial advisor with Eagle Strategies (NY Life) based in Glen Allen, VA. He holds the ChFC® and Series 63 designations and has 16 years of industry experience. His career includes roles at Eagle Strategies, NYLIFE Securities LLC, and New York Life Insurance Company. Eagle Strategies serves a diverse client base, including individual investors and institutional plan sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Jeff Donham is a CFP® professional with 20 years of industry experience, currently advising at Focus Partners Wealth, LLC. He previously worked at The Colony Group, LLC for 10 years and Northwestern Mutual Investment Management for 2 years. Focus Partners Wealth, LLC serves a diverse client base including individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework, combining active and passive strategies along with access to private and registered pooled vehicles.

Elizabeth Gillis is a financial advisor with Raymond James & Associates, holding a Series 66 designation and four years of industry experience. She has worked at Raymond James since 2020 and previously spent five years with Lakeland Tours DBA WorldStrides. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and charitable organizations, offering financial planning, investment consulting, and municipal advisory services through a nationwide network of advisers.

Randall Vaughan Jr. is a financial advisor with Raymond James Financial in Henrico, VA, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has worked with Atlantic Union Bank, Union Bank & Trust, and Union Investment Services in addition to his long tenure at Raymond James. Vaughan also serves as a trustee of his living trust. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, supports a broad advisor network, and has notable capabilities in municipal and public finance advisory services.

Brian Wallis is a CFP® and holds a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2009 in Richmond, VA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory and investment solutions through a nationwide network of more than 23,000 financial advisors.

Devin Andersen is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Wells Fargo Clearing and Wells Fargo Advisors prior to joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts as well as fund advisory services.

Katherine Dixon is a Series 66-licensed financial advisor with Raymond James Financial, based in Glen Allen, VA, and has 21 years of industry experience. She has worked with Atlantic Union Bank since 2019 and has been with Raymond James Financial Services Advisors, Inc. since 2015. Outside of her advisory role, she serves as Operations Manager for Atlantic Union Financial Consultants, LLC/AUB Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs in municipal advisory and SIMPLE IRA employer consulting.

Bryan Davis is a financial advisor with LPL Enterprise who holds Series 63 and Series 66 credentials and has 31 years of industry experience. Prior to joining LPL Enterprise, he worked at Prudential Insurance Company of America and Pruco Securities, LLC. He serves as secretary on the Georgetown Condominium Owners Association board, a nonprofit organization in Hampton, VA. LPL Enterprise serves a broad range of clients, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory, and brokerage services through an integrated platform that combines adviser programs with the sale of financial products and access to model portfolios and third-party asset management.

Parker Jeffrey is a financial advisor at Wells Fargo Advisors with eight years of industry experience. He holds the Series 66 designation and has worked within various Wells Fargo entities since 2016. Outside of his advisory role, he is involved in videography and video production as an owner of a related business. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutions, providing a broad range of planning options supported by Wells Fargo research and tools.