Erin Antill is a financial advisor at Janney Montgomery Scott with 10 years of industry experience. She holds a Series 63 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of her advisory role, Erin volunteers as a transport driver for rescue animals in Southern and Central Virginia. 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, including individuals, families, trusts, and institutional clients, offering a range of brokerage, financial planning, and advisory services supported by in-house and third-party portfolio management.

Gordon Eide is a financial advisor at Janney Montgomery Scott with 44 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Janney and its affiliated entities since 2009. Outside of his advisory work, he co-owns a rental property with his wife. 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 sponsors, offering brokerage, financial planning, consulting, and advisory services through multiple wrap programs and centralized asset management.

Samuel Sweeney is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Davenport & Company LLC in Richmond, VA. He has three years of industry experience and has previously worked at 1st Source Corporation Investment Advisors, Inc. and Fulton Financial Corp. Outside of his advisory role, he manages Saturday Gameday, a social media page focused on college football, which includes limited merchandise sales. Davenport & Company LLC serves individual and institutional clients with asset management, retail brokerage, fixed income, public finance, and investment banking services. The firm’s Investment Advisory division offers separately managed accounts, model delivery to third-party platforms, financial planning, and various advisory programs.

Jerrell Smith is a financial advisor at Davenport & Company LLC with five years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing Services. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, nonprofits, and corporations, offering a range of services such as asset management, financial planning, and investment banking. The firm uses a team-based approach to portfolio management and oversees multiple mutual funds and fixed-income strategies.

Sarah Burke is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 65 licenses and three years of industry experience. Her prior roles include work at Charles Schwab & Co., Inc., Burke Estate & Tax Law, LLC, The Haley Law Group, LLC, and TIAA-CREF. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations supported by Schwab’s research tools and standard asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees, distinguishing its model from many enterprise wealth managers.

Jonathan Stratton is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation with 20 years of industry experience. He has been with Davenport & Company since 2004. Davenport serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations, offering a range of services such as asset management, retail brokerage, and investment banking. The firm’s investment approach involves dedicated portfolio manager teams and an Investment Policy Committee that oversee multiple types of managed accounts and mutual funds.

Gregory Kish is a Certified Financial Planner (CFP®) with 27 years of industry experience. He has been with Valic Financial Advisors since 1999 and also holds a position as an agent with Agia, where he works with non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and multiple wrap programs through a large network of advisors, utilizing centralized technology and model solutions to manage assets at scale.

Dorothy Elder is a CFA® charterholder and financial advisor at Truist Advisory Services with 15 years of industry experience. She previously worked at SunTrust Advisory Services and SunTrust Bank. Elder serves as a trustee and investment committee chair for the MCV Foundation, a nonprofit supporting medical research at the Medical College of Virginia. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plans, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and research tools.

Lorenzo Huff is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has worked with SunTrust Advisory Services and SunTrust Bank since 2007. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and manager relationships.

Erin Fuselier is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 22 years of industry experience. Prior to joining Truist in 2023, she worked at Virginia Asset Management and Securian Financial Services from 2019 to 2023, and BB&T Securities from 2015 to 2019. Outside of her advisory role, Erin teaches group fitness classes at Gold's Gym and the Burkwood Recreation Association in Richmond, VA. 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 with non-discretionary consulting and uses third-party platform arrangements to support its AMC Advantage manager-selection program.

Jin Wen Lin is a financial advisor at Citigroup Global Markets with 21 years of industry experience. He has been with Citigroup Global Markets since 2013. He holds Series 63, Series 65, and Series 66 licenses. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies and operates with a combination of large institutional scale and distinctive market roles, including research, security pricing, and derivatives services.

Harrison Geho is a financial advisor at Davenport & Company LLC in Richmond, VA, with 32 years of industry experience. He has been with Davenport since 2000 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved as president of the Wrights Island Game Association, a recreational property for hunting, camping, and fishing. Davenport serves individual and institutional clients, including banks, pension plans, trusts, and nonprofits, providing asset management, brokerage, financial planning, and advisory services. The firm operates through dedicated portfolio manager teams and offers a range of investment strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Harry Byrd IV is a financial advisor at Truist Advisory Services with 24 years of industry experience. He holds a Series 66 designation and has worked at Truist Advisory Services since 2021, after previously serving at Bb&T Securities and Scott & Stringfellow. Outside of his advisory work, Byrd serves as a board member for Winchester Cold Storage and as treasurer for the Virginia Capitol Foundation. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager relationships supported by third-party platforms and AI-enabled research tools.

Carl Modecki Jr. is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and 18 years of industry experience. His prior roles include positions at CitiGroup Global Markets, Wells Fargo Bank, and First Citizens Investor Services. Outside of his advisory work, he serves as Chair of the Henrico County Republican Committee. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a blend of discretionary and non-discretionary approaches and integrates third-party manager platforms, supported by AI-enabled equity research and supervisory oversight.

Richard Crittenden Jr. is a financial advisor with Janney Montgomery Scott in Richmond, VA, holding Series 63 and Series 65 licenses and 42 years of industry experience. He has been with Janney Montgomery Scott since 2009. 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, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, consulting, and advisory services through a combination of in-house and third-party portfolio management.

Shane Cason is a CFP® and holds a Series 66 license with 24 years of experience in the financial industry. He has worked at Davenport & Company LLC since 2017, following prior roles at Bank of America and Merrill. Davenport & Company serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations. The firm offers a range of services such as asset management, retail brokerage, public finance, and investment banking, with a portfolio management approach supported by dedicated teams and an Investment Policy Committee.

Harry Jaeger is a financial advisor at First Command Advisory Services with eight years of industry experience. He holds a Series 66 designation and previously served 25 years in the U.S. Navy. His career at First Command includes roles across several affiliated entities since 2018. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team to select and monitor model portfolios from approved mutual funds, ETFs, and third-party managers.

Bobby Carder is a CFA® charterholder with three years of industry experience, currently serving as a financial advisor at Truist Advisory Services. He previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA, where he spent over two decades. Carder serves as a trustee and finance committee member for the VCU Foundation and is a board member of Caritas, a nonprofit focused on homelessness and addiction in central Virginia. 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 with non-discretionary consulting and uses third-party platforms and research tools to support manager selection and oversight.

Anne Cole is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation with three years of industry experience. She has been with Davenport & Company since 2019 and previously worked for Meijer from 2011 to 2019. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, and nonprofits, providing asset management, brokerage, public finance, and investment advisory services. The firm’s investment approach involves dedicated portfolio manager teams and multiple managed account solutions, as well as serving as adviser to six mutual funds.

Virginia Pitt is a financial advisor with Davenport & Company LLC in Richmond, VA, holding a Series 66 designation and 22 years of industry experience. She has been with Davenport & Company since 2000. Davenport serves both individual and institutional clients—including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations—offering a range of services such as asset management, retail brokerage, fixed income, public finance, and investment banking. The firm employs dedicated portfolio manager teams and combines an affiliated broker-dealer with a full advisory platform to provide various account options and manage several mutual funds and fixed-income strategies.