Yvonne Pridemore is a Series 66 licensed financial advisor with 24 years of industry experience. She is currently with Truist Advisory Services, having held various roles within the Truist enterprise since 2013, including positions at SunTrust and BB&T subsidiaries. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Jayne Di Vincenzo is a financial advisor with Kestra Advisory Services, LLC, holding CFP® and ChFC® designations and bringing 27 years of industry experience. She has worked at Kestra since 2021 and previously held roles at Cambridge Investment Research Advisors, Colonial River Wealth Management, and LPL Financial. Di Vincenzo serves on the board of Step Up Savannah and is secretary of International Friends of Animals in Developing Countries. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets, serves large institutional investors including sovereign wealth funds, and supports complex investment solutions within a comprehensive supervisory framework.

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.

Thomas Valenza is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Ropewalk and Iron Horse Restaurant, as well as positions in education at Randolph-Macon College and Glenelg High School. Davenport & Company LLC is a privately held, employee-owned firm that provides investment management and brokerage services to individual and institutional clients. The firm offers a range of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, with investment decisions managed by dedicated portfolio teams and supported by regular committee reviews.

Kenneth Barnes is a CFP®-credentialed financial advisor with 16 years of industry experience, currently with Creative Planning. He previously worked at Cetera Wealth Services for 11 years and holds a Series 66 designation. Outside his advisory role, he serves as an account executive in a non-sales capacity at SageView Advisory Group, LLC. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach featuring low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Keith Muth is a CFP® and CFA® with 29 years of experience in financial services. He is currently with Private Advisor Group, LLC and has held positions at Watch Hill Financial, Inc., Mariner Independent Advisor Network, LLC, and Select Brokers, LLC, among others. He is also the owner of Muth Financial LLC, an accounting firm, and serves as an independent notary public. Private Advisor Group serves individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through various advisory programs and third-party asset managers. The firm employs a range of analytical approaches and provides access to multiple investment platforms and services.

Andrew Beauvais is a financial advisor with Empower Advisory Group in Richmond, VA. He holds Series 63 and Series 66 licenses and has five years of industry experience, including roles at GWFS Equities, Inc., Alligator Soul, T. Rowe Price, and other employers. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and certain retail brokerage account holders, delivering services through an integrated model linked to Empower’s recordkeeping and administrative platforms.

Joseph Wiggins is a CFP® with over 32 years of experience in financial advisory roles. He is currently with Wealthspire Advisors and has held leadership positions, including President, at Actuarial Consulting Group, Inc. and ACG Advisory Services, Inc. since 1998. Outside of his advisory work, he owns Clover Holdings, LLC, a real estate investment firm, where he provides financial management. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, offering customized wealth management and financial planning services. The firm employs a relationship-driven approach and institutional-style asset allocation, utilizing a mix of mutual funds, ETFs, private funds, and Separate Account Managers.

Winfred Eddins Jr. is a financial advisor at Davenport & Company LLC with 20 years of industry experience. He holds a Series 66 designation and has been with Davenport since 2005. Outside of his advisory role, he serves as treasurer for two local organizations and is a member of the board of directors at Willow Oaks Country Club. Davenport & Company LLC is a privately held, employee-owned firm that provides investment management and brokerage services to individual and institutional clients. The firm offers a range of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, with investment strategies managed by dedicated portfolio teams and overseen by multiple committees.

Harrison Geho is a financial advisor at Davenport & Company LLC in Richmond, VA. He holds a Series 66 designation and joined Davenport in 2025 after seven years at Oracle Denver and four years at Elon University. Davenport & Company LLC is a privately held, employee-owned firm that provides investment management and brokerage services to individual and institutional clients, including banks, pension plans, trusts, and non-profit organizations. The firm offers a broad range of services, including asset management, retail brokerage, fixed income, investment banking, and financial planning, with investment decisions made by dedicated portfolio teams and overseen by multiple committees.

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.

Lindsay Nolde is a financial advisor at Truist Advisory Services with 21 years of industry experience. She holds a Series 66 designation and has been with SunTrust Investment Services since 2004. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager‑selection program, implementing advice through a combination of discretionary and non‑discretionary approaches supported by third‑party platforms and AI-enabled research.

Andrew Jones is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has seven years of industry experience. Jones has worked at Bankers Life Securities since 2018 and Bankers Life & Casualty since 2011. In addition to his advisory role, he manages a team of agents as a Branch Sales Manager, overseeing hiring and training. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, periodic rebalancing, and a combination of fundamental, technical, and cyclical analysis in its investment approach.

Cynthia Call is a financial advisor with Davenport & Company LLC in Richmond, VA, holding a Series 66 designation and seven years of industry experience. She has been with Davenport & Company since 2015. Outside of her advisory role, she serves as treasurer and secretary for The Derby Homeowners Association, managing financial and administrative responsibilities. Davenport & Company LLC is an employee-owned firm providing investment management and brokerage services to individual and institutional clients. The firm offers a variety of investment strategies and financial planning services, supported by dedicated portfolio management teams and structured oversight committees.

Craig Dean is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Kestra Advisory since 2016 and has also held roles with Kestra Investment Services and Sterling Asset Management since 2003. Kestra Advisory Services provides investment advisory and retirement plan consulting to a range of institutional and individual clients, offering services including fiduciary consulting, plan design, and advisor-managed accounts. The firm manages approximately $79.8 billion in assets and serves large institutional investors such as sovereign wealth funds.

Richard Dolan III is a financial advisor with Davenport & Company LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Davenport & Company since 1993. Outside of his advisory role, he is a minority owner of Beaver LLC, a non-investment related facility in Richmond, VA. Davenport & Company LLC is a privately held, employee-owned firm providing investment management and brokerage services to individual and institutional clients. The firm offers a variety of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, with investment decisions made by dedicated portfolio manager teams supported by an Investment Policy Committee.

Stephanie Trentham is a financial advisor at Creative Planning with 14 years of industry experience. She holds the CFP® and Series 66 designations. Her prior experience includes roles at Advisors Capital Management, LLC and Dominion Investor Services, Inc. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and emphasizes a financial planning–led investment process with a range of strategies supported by a large advisory team and centralized infrastructure.

Colin May is a CFP® professional at Davenport & Company LLC with eight years of industry experience. He previously worked at T. Rowe Price and has experience outside finance in the restaurant industry as well as in higher education. Davenport & Company serves individual and institutional clients, offering asset management, brokerage, public finance, and investment advisory services. The firm manages a range of portfolio strategies through dedicated teams and acts as adviser to multiple mutual funds while providing both fee-based and commission-based account options.

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.

Susanna Rountree is a Series 66-licensed financial advisor with 18 years of industry experience, currently with Truist Advisory Services. She has been with SunTrust Advisory Services and SUNTRUST INVESTMENT SERVICES, Inc. since 2012. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations, offering asset allocation, investment policy analysis, and manager-selection programs supported by integrated inter-affiliate platforms and AI-enhanced research.