Thomas Teagle is a financial advisor with &Partners, holding Series 63 and Series 65 credentials and 29 years of industry experience. His career includes roles at Scott & Stringfellow, BB&T Securities, and Wells Fargo Clearing before joining &Partners in 2024. &Partners serves a diverse client base including high-net-worth individuals, institutions, and retirement plans, offering investment management, financial and tax planning, and consulting services. The firm employs a range of analytical approaches and both proprietary and third-party strategies, managing accounts on discretionary and non-discretionary bases.

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 holds Series 63 and Series 65 licenses. He has 12 years of industry experience, including prior roles at Ohio National. Woodward also engages in insurance sales outside of Guardian for clients who do not qualify for Guardian products. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies through proprietary and third-party platforms, with tailored client relationships including financial planning and consulting.

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 financial advisor at Guardian Life with 10 years of industry experience. He holds the ChFC®, Series 63, and Series 66 designations. His previous work includes roles at Northwestern Mutual Wealth Management Company and its affiliated entities before joining Park Avenue Securities and Guardian Life in 2023. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, high-net-worth clients, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and various proprietary and third-party platforms.

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 12 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Fidelity Investments since 2021, following roles at Wells Fargo Clearing and Wells Fargo Bank NA. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines proprietary fundamental research with quantitative and algorithmic methods in constructing portfolios, and serves as an advisor to multiple registered investment companies and fund-of-funds.

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, holding Series 63 and Series 66 credentials and over 31 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and MSI Financial Services, Inc. He also serves as Secretary on the board of a nonprofit condominium owners association in Hampton, VA. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by internal research and third-party strategists, with services that include financial planning, access to asset managers, and participation in wrap programs.

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.

Jameson Bunger is a financial advisor with Mass Mutual Investors Services in Glen Allen, VA, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2012. In addition to his advisory role, he is licensed as an agent offering individual and group life, health, long-term care, and disability insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, focusing on collaborative, goal-based planning supported by firm-approved analytic tools.

Thomas Troie is a financial advisor with Edward Jones in Ashland, VA. He holds the Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked in the insurance and contracting sectors, including Selective Insurance and The Whiting-Turner Contracting Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.

Christopher Rudzinski is a financial advisor at Raymond James Financial with 21 years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments and Middleburg Financial prior to his current roles. He is also involved with Atlantic Union Financial Consultants, LLC/AUB Wealth Management as a financial consultant. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm offers non-discretionary planning and uses analytical tools to tailor recommendations, supporting implementation through various advisory programs.

Christian Vanhoose is a Financial Consultant at Fidelity Investments, a role he has held since 2026. Prior to this, he served as an Investment Consultant at Fidelity Investments from 2024 to 2026. His career in financial services began at TIAA, where he worked as a Financial Services Consultant from 2021 to 2023 and then as an Individual Financial Consultant from 2023 to 2024. Christian is licensed in insurance in California. He focuses on meeting clients where they are to educate and guide them toward achieving their financial goals, aiming to provide ongoing support throughout their financial journey. Raised in a small town in Eastern Kentucky, he brings a perspective shaped by his background. Outside of his professional work, Christian enjoys spending time at the beach, exploring food, watching movies, listening to music, and caring for pets.