Mark Hovanic is a financial advisor at Oppenheimer with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at JP Morgan Chase Bank, J.P. Morgan Securities, Waddell & Reed, and Wells Fargo Advisors. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

Harvey Hutchinson IV is a financial advisor at Farther with 34 years of industry experience. He previously worked at World Equity Group for 16 years and led Hutchinson Financial Advisors, Inc. for 28 years. Outside of advising, he is a minority owner of a company producing Bloody Mary mix. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform, offering discretionary investment management, retirement plan consulting, and non-discretionary recommendations for private investment funds. The firm's investment approach is based on Modern Portfolio Theory and uses algorithmic model portfolios with automatic rebalancing.

Nicholas Orenduff is a CFP® professional with over 21 years of experience in financial advising. He has been with PlanMember Securities Corporation since 2019 and also operates Orenduff & Associates. His work history includes roles at Voya Financial Advisors and several independent firms. PlanMember Securities Corporation provides retirement-plan advisory services primarily to employers and plan participants, offering asset allocation portfolios and educational support. The firm employs a top-down strategic asset allocation approach across risk-based mutual fund portfolios and delivers comprehensive services including retirement planning and separation counseling.

Andrew Sanborn is a financial advisor with Eagle Strategies (New York Life) in Glen Allen, VA, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. He has been with Eagle Strategies since 2021 and with New York Life Insurance Company since 2000. Outside of his advisory role, he volunteers as a Cub Scout Pack Leader and serves on the board of Comfort Zone Camp, a bereavement organization. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, defined contribution and defined benefit plans, and charitable and corporate entities. The firm delivers tailored advice through multiple program types and manages the majority of its assets on a non-discretionary basis.

Lisa Miranda is a Series 66-licensed financial advisor with TIAA-CREF in Richmond, VA, where she has worked since 2014. She has 19 years of industry experience. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with pre-existing retirement plan relationships. The firm offers a separation between one-time planning services and ongoing portfolio management through model or customized portfolios under a fiduciary standard.

Joel Meeks is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and 21 years of industry experience. He has been with Janney since 2015. Outside of his advisory work, he has managed the Colonial Shooting Academy for over a decade. 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 wide range of clients—including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients—and offers brokerage services, financial planning, consulting, and multiple advisory programs.

Carroll Cooper is a CFP® professional with seven years of industry experience. He currently works at Mercer Global Advisors Inc. and previously held roles at Morgan Stanley Private Bank and Morgan Stanley. Carroll serves on the boards of the Patrick Henry School of Science and Arts, the Firehouse Theater, and Junior Achievement of Central Virginia. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and offers a range of investment solutions alongside financial and retirement planning.

Robert Grizzard is a financial advisor at Davenport & Company LLC in Richmond, VA, holding Series 63 and Series 65 designations with 29 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation and OSAIC, among other firms. In addition to his advisory role, Grizzard is involved in offering various insurance products, including health, disability, and annuities. Davenport & Company serves individual and institutional clients with a range of services including asset management, retail brokerage, fixed income, public finance, and investment banking. The firm’s investment advisory division provides separately managed accounts, model portfolios, and financial planning, supported by dedicated portfolio manager teams and a manager research group.

Jason Braun is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and 27 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC for 13 years and Raymond James Financial Services for 4 years. Braun is also associated with Dickerson Jackson & Associates, LLC as an independent contractor. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and access to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets, using a diversified investment process that blends passive and active managers, supported by an internal Investment Committee.

Elina Dennis is a financial advisor at Oppenheimer with Series 65 and Series 63 credentials and one year of industry experience. She previously worked at State Farm VP Management Corp and Hunter Wyant Insurance Agency. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering advisory programs including discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm’s investment approach varies by program and advisor, encompassing strategic and tactical asset allocation and manager selection across equity, balanced, and fixed income strategies.

Joseph Farmer is a financial advisor at D.A. Davidson & Co. with 14 years of industry experience and holds the Series 66 designation. His prior roles include positions at Truist Advisory Services, Truist Investment Services, Bb&T Securities, and Scott & Stringfellow. Outside of his advisory work, he serves as a class agent for his alma mater, Woodberry Forest, and is the stamp chairman for Ducks Unlimited in Virginia, overseeing a program that funds waterfowl habitat conservation. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers a range of services such as ERISA plan advisory, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth.

Deborah Nuttycombe is a financial advisor with Truist Advisory Services who holds Series 63 and Series 66 licenses and has 33 years of industry experience. She has been with SunTrust Advisory Services and SunTrust Investment Services for the past 10 years. Nuttycombe is a part owner of a rental property managed by her husband, though she has no management responsibilities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Russell Cumbea IV is a financial advisor at Commonwealth Financial Network with Series 63 and Series 65 credentials and four years of industry experience. His prior work includes roles at MassMutual Life Insurance Company and MML Investors Services LLC. He also has experience as co-owner of private advisory entities. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and services including custom portfolio solutions, third-party asset manager access, and retirement plan consulting. The firm provides operational, trading, technology, compliance, and practice-management support while allowing advisors discretion in portfolio construction.

Steven Mcgregor is a financial advisor at Voya Financial Advisors, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for ICMA Retirement Corporation for 10 years before joining Voya in 2024. Voya Financial Advisors serves a diverse client base including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting, often delivering advice through non-discretionary, recommendation-based relationships.

Ashby Price is a CFA® charterholder with 16 years of experience in financial advising, currently with Kestra Advisory since 2016. He serves on the board of the CFA Society Virginia and The Community Tax Law Project, contributing to organizational growth and investment policy guidance. Price is also involved in local networking groups and operates Ashby W. Price & Associates. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers fiduciary services, plan design, employee education, and access to multiple management platforms and complex investment solutions.

Robert Weaver Jr. is a financial advisor with Commonwealth Financial Network, holding a ChFC® designation and a Series 63 license. He has 33 years of industry experience, including ten years at Cambridge Investment Research and over 25 years as owner of Old Dominion Insurance Solutions, a private insurance business. Weaver is also the owner and author of Not Bland, LLC, a publishing entity focused on novels. Commonwealth Financial Network serves a national network of advisors and their clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management services.

Russell Good is a CFA® charterholder with 43 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2009. He holds Series 63 and Series 65 licenses and is based in Richmond, VA. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, utilizing strategic and tactical asset allocation alongside various investment vehicles to build client portfolios aligned with documented investment policies.

Robert Long Jr. is a financial advisor at Oppenheimer with 42 years of industry experience. He holds Series 63 and Series 65 designations and has been with Oppenheimer since 2009. He serves as trustee of his own revocable trust. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, charitable organizations, and retirement plan fiduciaries. The firm offers a range of advisory and brokerage services, using strategic and tactical asset allocation, manager selection, and various investment vehicles to construct client solutions.

Homer Stinson Jr. is a financial advisor at Voya Financial Advisors, Inc. in Richmond, VA, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at ICMA-RC Services, LLC and First Command Insurance Services, Inc. among other firms. Voya Financial Advisors, Inc. serves a diverse client base including individual investors, institutional clients, and retirement plan sponsors. The firm offers financial planning, portfolio management, and consulting services through multiple program structures with an emphasis on non-discretionary, recommendation-based advice.

Thomas Teagle is a financial advisor at &Partners with 29 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. &Partners serves a broad client base including individual and institutional investors, offering both investment advisory and brokerage services. The firm employs a range of portfolio management strategies using proprietary models and third-party managers, and operates uniquely as both a broker-dealer and registered investment advisor.