Eric Shoenfeld is a financial advisor with Prime Capital Financial in Richmond, VA, holding a Series 65 designation and bringing 20 years of industry experience. He has worked at Prime Capital Investment Advisors, Financial Engines Advisors, and Tmfs Advisors. Shoenfeld serves as Treasurer and Trustee for the Richmond Jewish Foundation’s 403(b) plan and has held leadership roles with the Jewish Family Services, including serving as president of the board. Prime Capital Financial is an enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, and third-party manager selection. The firm employs a range of investment strategies and offers specialized family office services along with affiliated accounting and tax advisory capabilities.

Jennifer Rose is a financial advisor with Commonwealth Financial Network in Richmond, VA, holding a ChFC® designation and Series 63 and 66 licenses. She has 20 years of industry experience, including nearly two decades at Mass Mutual Investors Services and MassMutual Insurance Company. She is also co-owner of True North Advisors, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and back-office support. The firm offers discretionary model portfolios and multiple program structures, combining investment management, technology, and compliance services for affiliated advisors.

Richard Ware is a CFA® charterholder and holds a Series 66 license with over four years of industry experience. He currently works at TIAA-CREF and previously was with Chesapeake Wealth Management and Chesapeake Financial Group. Ware serves as a board member of The Health Brigade, a free health clinic in Richmond, where he provides advisory support. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and managed account programs to individuals and a variety of institutional clients. The firm distinguishes between point-in-time planning and ongoing discretionary management, serving clients often connected through employer retirement plans and providing access to affiliated services such as TIAA Trust and donor-advised funds.

Grace Borden is a financial advisor with \u0026PARTNERS, holding a Series 66 designation and seven years of industry experience. Her career includes roles at UBS Financial Services Inc., The Hardshell, and Roan prior to joining \u0026PARTNERS. \u0026PARTNERS serves a diverse range of clients, including individual investors, retirement plans, charitable organizations, and sovereign wealth funds. The firm provides investment advisory and brokerage services, utilizing both proprietary and third-party portfolio management strategies across fundamental, technical, and quantitative analyses, and engages in a combination of advisory, brokerage, and municipal advisory activities.

William Kavanagh is a Series 66-licensed financial advisor with Oppenheimer, where he has worked since 2012. He has 26 years of industry experience. Outside of his advisory role, he serves as a trustee managing the Carol K. Thompson Irrevocable Trust. Oppenheimer serves a broad client base including individuals, corporations, pension plans, and charitable organizations. The firm offers advisory and brokerage services with an investment approach that includes strategic and tactical asset allocation, manager selection, and a variety of mutual fund, ETF, fixed-income, and equity strategies.

Alfredo Calvo is a financial advisor at Voya Financial Advisors, Inc. with 27 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining Voya in 2019, he worked at Advised Assets Group, LLC and Great West Life & Ann Ins Co/Gwfs Equities Inc. Outside of his advisory role, he participates voluntarily in consumer opinion surveys. Voya Financial Advisors, Inc. serves individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, wrap programs, and third-party money manager access, delivering advice primarily through non-discretionary recommendation-based relationships.

Alec Gilliam is a CFP® professional with seven years of industry experience, currently serving as an advisor at Hornor, Townsend & Kent, LLC. His prior experience includes roles at Northwestern Mutual Wealth Management and other financial services firms. He has also been involved with the Colonial Williamsburg Foundation for over a decade. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, offering custody, execution, and brokerage alongside investment advice.

Megan Childress is a financial advisor with Truist Advisory Services in Richmond, VA, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. She has worked at SunTrust Investment Services and SunTrust Bank since 2016. Outside of her advisory role, she owns and manages a rental property. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers solutions including asset allocation, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches supported by third-party platform relationships.

Blake Lewis is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 19 years of industry experience. He has worked at Truist Advisory Services and Truist Investment Services since 2021, and previously held roles at Bb&T Securities and Bbtis from 2012 to 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary manager relationships supported by AI-enabled research tools and emphasizes inter-affiliate integration in its advisory approach.

Robert Cornwell is a financial advisor with OSAIC Institutions, INC. based in Richmond, VA. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. Cornwell has worked at Infinex Investments, Inc. and Chesapeake Wealth Management since 2015. He is involved with Chesapeake Wealth Management Company, where he dedicates significant time monthly and refers advisory business to their trust department. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a range of advisory and brokerage services through customized engagements and access to alternative investments. The firm primarily operates with a non-discretionary asset base and provides services via a network of investment adviser representatives who utilize various analysis techniques and third-party due diligence in their recommendations.

Roy Hamilton Jr. is a financial advisor with Creative Planning in Richmond, VA, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Cetera Wealth Services, SageView Advisory Group, and Charles Schwab. He also served nine years in the military. Creative Planning provides wealth management and financial planning services to individuals, retirement plans, trusts, foundations, and corporations. The firm emphasizes a financial-planning-led investment approach focused on low-cost indexing and buy-and-hold strategies, managing over $295 billion in client assets through a large team of advisors and a broad service platform.

Conner Pugh is a financial advisor at Janney Montgomery Scott with a Series 66 designation and two years of industry experience. His prior work includes roles at Capital One and Virginia Commonwealth University. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, and advisory programs supported by both in-house and third-party portfolio management.

Charles Finfgeld is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He is also the owner of InVirtus Wealth Partners, LLC, a private entity facilitating securities, investment advisory, and insurance business. Commonwealth Financial Network serves a national network of nearly 3,000 advisors and their clients, offering a range of advisory programs, wealth management, and retirement plan consulting. The firm provides operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Zachary Webb is a financial advisor at Commonwealth Financial Network with 12 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Cambridge Investment Research Advisors and Integris Wealth Partners. Webb is also the owner of Old Dominion Investment Strategies, LLC, which facilitates securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a range of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors who deliver customized investment advice under Commonwealth’s supervision.

Ray Olson Jr. is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 licenses and has 27 years of industry experience. He has worked with Kestra Investment Services, Kestra Advisory, and Signator Investors since 2016, and has been affiliated with Transamerica Financial Advisors since 1998. Olson is also the president of Ray Olson, LLC and serves as a board member for Eagle Court HOA. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm serves very large institutional investors, including sovereign wealth funds, and offers multiple management platforms and third-party managed solutions within its supervisory framework.

Russell Cumbea III is a financial advisor with Commonwealth Financial Network in Glen Allen, VA, holding Series 63 and Series 65 licenses and having 35 years of industry experience. His prior work includes over three decades at MML Investors Services, Inc. and Massachusetts Mutual Life Insurance Company. He is also co-owner of RC Financial, LLC, a private entity supporting his advisory business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and services along with operational, technology, compliance, and practice-management support. The firm offers discretionary portfolio management, multiple program structures, and a clearing relationship with National Financial Services LLC.

Franklin Butler Jr. is a financial advisor with Commonwealth Financial Network based in Richmond, VA. He holds the CFP® designation and has 23 years of industry experience, including 20 years with Mass Mutual Investors Services and Massmutual Life Insurance Co. He is also a co-owner of True North Advisors, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and services, combining operational and technological support with investment management and compliance oversight for affiliated advisors.

John Emison is a financial advisor with Primerica Advisors, holding a Series 66 designation. He has prior experience at Northwestern Mutual Investment Services LLC and Guardian Life Insurance Company, among other firms. Emison’s background includes roles at John Van Der Hyde and Acacia Midtown. Primerica Advisors serves a broad retail client base with a range of brokerage and advisory services, including financial planning and retirement-plan consulting. The firm utilizes proprietary and third-party investment strategies and offers various account-level services such as lending solutions and donor-advised fund options.

Thomas Vlahakis is a financial advisor with Centaurus Financial, Inc., holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Centaurus Financial since 2002. Outside of his advisory role, he serves as president of Vlahakis Financial Inc. and is involved in health insurance and employee benefits through The Capital Group. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers a range of financial planning and portfolio management services with both discretionary and non-discretionary arrangements, utilizing multiple analytical approaches and model overlay programs.

Matthew Rubin is a financial advisor with Eagle Strategies (NY Life) based in Glen Allen, VA. He holds Series 63 and Series 66 designations and has 12 years of industry experience. Rubin has been affiliated with Eagle Strategies since 2021 and with New York Life and Nylife Securities LLC since 2013. He serves as a board member for the FORE Foundation, focusing on fundraising and coordinating community charity events. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm emphasizes tailored advice through various program types and manages a significant portion of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.