Nicholas Giordano is a financial advisor at &Partners with 15 years of industry experience and holds a Series 66 designation. He previously worked at Wells Fargo Advisors LLC for 19 years before joining Ampersand Partners and subsequently &Partners. Outside of advising, he is an author of a book titled "Around Starting Your Career" and co-owner of a screenplay writing project. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers both investment advisory and brokerage services, employing a mix of proprietary and third-party strategies delivered through platforms such as Envestnet.

Philip Baxley is a financial advisor at TIAA-CREF with 15 years of industry experience. He holds a Series 66 designation and has been with TIAA-CREF since 2014. The firm serves individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often through clients’ existing employer-sponsored retirement plans. TIAA-CREF offers financial planning and managed account programs that include discretionary portfolio management and maintains a fiduciary standard tailored to the services provided.

James Stames is a financial advisor at Oppenheimer with 50 years of industry experience. He has been with Oppenheimer since 2009 and holds Series 63 and Series 65 licenses. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as discretionary and non-discretionary investment management, financial planning, and private-fund management. The firm emphasizes strategic and tactical asset allocation, manager selection, and a range of investment strategies tailored to client objectives.

Brian Jasinkiewicz is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Hornor, Townsend & Kent, LLC since 2025. Prior to joining HTK, he worked at Northwestern Mutual in various roles from 2014 to 2025. Outside of his advisory work, Jasinkiewicz provides consulting services in business, philanthropy, intellectual property, and public speaking through Hammer Forte Consulting, LLC. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with advisory services utilizing third-party asset manager platforms, financial planning, and retirement plan consulting. The firm emphasizes client-directed implementation and oversight, managing a majority of client assets on a non-discretionary basis.

Camden Breneman is a financial advisor at Truist Advisory Services with two years of industry experience. He holds a Series 66 designation and has worked at firms including Commonwealth Financial Network and Stern & Heatwole Financial Group. Breneman's background also includes roles outside of finance, such as positions at James Madison University and DoorDash. 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.

Walker Smithson is a financial advisor with Commonwealth Financial Network in Richmond, VA, holding a Series 66 license and three years of industry experience. His prior work includes positions at Fidelity Investments and Davenport & Company LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm supports its advisors with operations, technology, investment management, and compliance services, while offering diverse discretionary model portfolios and program options.

Daniel Kleinschuster is a financial advisor at &Partners with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services from 2007 to 2024 before joining &Partners. &Partners serves a diverse client base, including individual and institutional clients such as non-wealth and high-net-worth individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers investment advisory and brokerage services, financial planning, retirement plan consulting, and investment banking, utilizing a mix of proprietary models and third-party managers through the Envestnet platform.

Linwood Orenduff is a financial advisor with PlanMember Securities Corporation in Richmond, VA, holding the ChFC® designation and Series 63 and 66 licenses. He has 42 years of industry experience, including prior roles at VOYA Financial Advisors and operating his own firm, Orenduff & Associates, since 2004. Outside of advisory work, he is involved in a noninvestment related real estate rental business. PlanMember Securities Corporation provides retirement-plan advisory services primarily to employers and plan participants, offering fiduciary oversight, participant investment options, and educational support. Their investment approach utilizes a top-down strategic asset allocation framework with risk-based mutual fund portfolios and defined rebalancing events.

Victor Kane Jr. is a financial advisor at Truist Advisory Services with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Truist and its predecessor firms since 2010. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Charlotte Fox is a CFP® professional with 13 years of experience in the financial services industry. She has worked at firms including Merrill and Heritage Wealth Advisors, and is currently affiliated with Commonwealth Financial Network and True North Advisors. Fox serves as the Women in Finance Chair for the Financial Planning Association. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a variety of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, enabling advisors to offer customized portfolio solutions and discretionary model portfolios.

Jeffrey Hammer is a CFP® and ChFC® with 14 years of industry experience, currently serving as a financial advisor at Hornor, Townsend & Kent, LLC since 2025. Prior to joining HTK, he worked at Northwestern Mutual in various capacities from 2011 to 2025. Outside of his advisory role, he is CEO of Hammer Forte Consulting, LLC, providing consulting services related to business, philanthropy, intellectual property, and public speaking. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory services primarily on a non-discretionary basis through third-party asset manager platforms and financial planning. The firm combines client-directed implementation with standard investment approaches and maintains dual registration as an SEC-registered investment adviser and broker-dealer.

Matthew Efland is a financial advisor at Focus Partners Wealth, LLC, holding a Series 65 designation. He has one year of experience in the advisory industry and previously worked at Wade Trim, Columbia Gas of Virginia, HENKLES AND McCOY, and Buffalo Wild Wings. Focus Partners Wealth serves a diverse range of clients including individuals, high-net-worth families, family offices, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and offers a broad suite of wealth management services alongside affiliated investment vehicles and products.

Jeremy Kuhlen is a CFP® and holds a Series 65 license with 22 years of industry experience. He has been with The Colony Group LLC since 2015. He is based in Richmond, VA. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies along with various distinct investment offerings.

Katherine Schiefelbein is a financial advisor at Janney Montgomery Scott with eight years of industry experience. She holds a Series 66 designation and has previously worked at Truist Advisory Services, Truist Investment Services, and BB&T Securities. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, offering brokerage, financial planning, consulting, and multiple advisory programs that combine in-house and third-party portfolio management.

Cynthia Marsteller is a financial advisor at &PARTNERS with Series 63 and Series 65 credentials and 40 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Marsteller serves as a trustee and chair of development at the George C. Marshall Foundation and participates on the investment committee for St. Mary’s Episcopal Church. &PARTNERS serves a diverse range of clients including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers investment advisory and brokerage services using a combination of proprietary models and third-party solutions, employing fundamental, technical, and quantitative analysis in portfolio construction.

Frank Oley Sr. is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Hornor, Townsend & Kent since 2007 and also serves as an agent for Penn Mutual Life Insurance Company. Outside of his advisory role, he operates several life insurance brokerage businesses, including Oley Financial and 1847 Financial, providing insurance sales and related services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory services that emphasize client-directed implementation and oversight, primarily on a non-discretionary basis. The firm combines financial planning, consulting, and third-party asset manager platforms to deliver its investment approach.

Virginia Bowie is a financial advisor at &PARTNERS with 47 years of industry experience. She previously worked at Wells Fargo Advisors and Wells Fargo Clearing for a combined total of 16 years. Outside of her advisory work, she owns MAE I COOK PRODUCTIONS LLC, a venture focused on promoting family meal nights through cooking videos. &PARTNERS serves a diverse clientele, including individuals, retirement plans, charitable organizations, foundations, and sovereign wealth funds. The firm provides both investment advisory and brokerage services, utilizing a combination of proprietary models and third-party managers across discretionary and non-discretionary portfolio management.

Frank Carpin is a financial advisor at Oppenheimer with 59 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2009. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides advisory and brokerage services with an emphasis on strategic asset allocation, manager selection, and a mix of discretionary and non-discretionary investment management programs.

Tyler Walters is a financial advisor at Janney Montgomery Scott with 15 years of industry experience. He holds a Series 66 designation and has been with Janney Montgomery Scott since 2010. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients including individuals, families, trusts, corporate sponsors, and municipalities, offering brokerage services, financial planning, and advisory programs through a combination of in-house and third-party portfolio management.

Melissa Garrett is a financial advisor with Janney Montgomery Scott in Richmond, VA. She holds Series 63 and Series 65 licenses and has 14 years of industry experience, including over a decade with Janney Montgomery Scott. Janney Montgomery Scott LLC is a large, dually registered 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, estates, and institutional clients—and offers brokerage, financial planning, and advisory services supported by a mix of in-house and third-party portfolio management.