Christopher Stewart is a CFP® professional with 31 years of industry experience, currently serving at Integrity Alliance, LLC. He previously worked at Brokers International Financial Services, LLC and Lincoln Financial Securities Corporation. Stewart is also a notary public and offers life insurance products through Fidelity Insurance Agency of VA. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides asset management, financial planning, and retirement consulting using various portfolio strategies and access to multiple custodial platforms and third-party programs.

Mark Barrett is a financial advisor at Janney Montgomery Scott with nine years of industry experience. He holds the Series 66 designation and has previously worked at Truist Advisory Services, TRUIST Investment Services, BB&T Securities LLC, and the Virginia Chamber of Commerce. Barrett is based in Richmond, VA. Janney Montgomery Scott LLC is a 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 multiple advisory programs.

Lawrence Jackson is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and 38 years of industry experience. His prior work includes positions at Raymond James Financial Services and Wells Fargo Advisors Financial Network. He is also managing partner and owner of Dickerson Jackson and Associates, LLC, an independent investment practice. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment approach combining passive and active managers with quantitative, momentum, and fundamental analysis.

Edward Butler is a financial advisor with &PARTNERS, holding a Series 66 designation and 22 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, totaling 15 years at those firms. &PARTNERS serves a diverse client base, including individuals, institutions, and corporations, providing investment management and financial planning services. The firm employs a range of analytical approaches and offers both discretionary and non-discretionary management through proprietary and third-party strategies.

Alex Robinson is a financial advisor with Commonwealth Financial Network in Richmond, VA, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked at various firms including Kestra Advisory Services LLC, Kestra Investment Services LLC, LPL Financial LLC, PCG Public Partnerships, and Cetera Advisors LLC. Outside of advisory activities, he is involved in fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $212.7 billion in client assets. The firm offers a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Joe Rajendran is a financial advisor with Primerica Advisors in Midlothian, VA, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Guardian Life Insurance, Park Avenue Securities, Financial Growth Partners, and Northwestern Mutual. Outside of finance, he has experience working at Brandermill Country Club and Diageo. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers brokerage and advisory services, financial planning, retirement-plan consulting, and utilizes a range of proprietary and third-party investment strategies across multiple account types.

Tyler Parham is a financial advisor at Oppenheimer with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cetera and Foresters Financial. Parham serves as chairman of the board of directors for Commonwealth CARES in a volunteer capacity. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a variety of programs and advisory services across equity, balanced, and fixed-income portfolios, with a notable portion of its assets managed on a non-discretionary basis.

Daniel Sandiford is a financial advisor with Truist Advisory Services in Richmond, VA, holding Series 63 and Series 65 credentials and possessing 22 years of industry experience. He has been with Truist Advisory Services and Truist Investment Services since 2021, following prior roles at Bb&T Securities and Bb&T Investment Services. Outside of his advisory work, Sandiford is a member of GREATSTONE CAMPS LLC, which operates summer vacation cottages, and serves as a board member for the finance council of St. Patrick’s Catholic Church in Richmond. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations, employing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Ronald Webster is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 27 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Raymond James Financial Services. He is also the owner of Webster Grosso Wealth Management. Steward Partners Investment Advisory, LLC is an enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

Stephen Shewmake is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has worked with Truist Investment Services and BB&T Securities, and is also the owner of Onward Fitness, LLC, a personal training and exercise business. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and an integrated Equity Research and Investment Advisory team.

Mark Hodges is a CFP® affiliated with Focus Partners Wealth, LLC and has 11 years of experience with Keiter, Stephens, Hurst, Gary & Shreeves, a Virginia-based public accounting firm where he is employed full-time. His registration with Focus Partners is solely for client referral purposes under a solicitation agreement between the two firms. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies and offers access to private funds, financial planning, and employee benefit consulting.

Danaire Leftwich is a financial advisor with Bankers Life Advisory Services, Inc. in Richmond, VA, holding a Series 66 designation and five years of industry experience. She has been with Bankers Life Advisory Services since 2021 and has prior experience at affiliated Bankers Life entities dating back to 2008. Outside of advising, she is an insurance agent specializing in health, life, annuity, and long-term care products. 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, tax efficiency, and a combination of fundamental and technical analysis in its investment approach.

Jonathan Thibodeaux is a financial advisor at Oppenheimer with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Bank of America, Merrill, Capitol Securities Management, and Wells Fargo Clearing. Thibodeaux has been with Oppenheimer since 2019. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a variety of investment programs and advisory services that include strategic asset allocation, manager selection, and tailored consulting and retirement planning.

Jeffrey Winneberger is a financial advisor with First Citizens Investor Services, Inc. in Richmond, VA, holding Series 63, 65, and 66 licenses and bringing 20 years of industry experience. His career includes roles at First Citizens Bank and SunTrust Investment Services. First Citizens Investor Services serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities, offering a range of advisory and brokerage services including portfolio management, wrap programs, model portfolios, and financial planning. The firm emphasizes IAR-led client assessments and uses fundamental, quantitative, and technical analysis in its investment approach.

Kelsey Daugherty is a financial advisor with Kestra Advisory Services, holding Series 63 and Series 65 licenses and bringing four years of industry experience. Her prior roles include positions at Goldman Sachs and Canal Capital Management LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual clients. The firm offers services such as plan design, fiduciary consulting, and employee education, supporting recommendations with due diligence and managing approximately $79.8 billion in assets.

John Baron is a financial advisor at Janney Montgomery Scott with 24 years of industry experience. He holds the Series 66 designation and has been with Janney Montgomery Scott and its affiliated entities 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, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

James Davidson Jr. is a CFP® with 23 years of industry experience and has been with Davenport & Company LLC since 2007. He previously worked at Citigroup Global Markets. Outside of his advisory role, he serves as an instructor and board member for the Lifelong Learning Institute, a nonprofit focused on promoting education in Midlothian, VA, where he leads classes on investments and financial planning. He is also active as a lead guitarist in several local bands. Davenport & Company provides asset management, retail brokerage, and investment advisory services to individual and institutional clients, including banks, pension plans, trusts, nonprofits, and corporations. The firm’s investment approach includes dedicated portfolio teams and a comprehensive research structure that supports separately managed accounts, mutual funds, ETF portfolios, and unified managed accounts.

Mark Hovanic is a financial advisor with Oppenheimer in Richmond, VA, holding Series 63 and Series 65 credentials and 25 years of industry experience. His prior roles include positions at JP Morgan Chase Bank, J.P. Morgan Securities, Waddell & Reed, Wells Fargo Advisors, Morgan Stanley, Citigroup Global Markets, and UBS Financial Services. Oppenheimer is a registered investment adviser and broker-dealer serving a broad range of clients including individuals, corporations, pension plans, and charitable organizations. The firm offers diversified investment programs and advisory services employing both discretionary and non-discretionary management, with a distinctive approach that includes maintaining custody of client assets and managing a significant portion of assets on a non-discretionary basis.

Robert Moyer is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Wealthspire Advisors. He has been with Wealthspire Advisors since 2024 and concurrently works with ACG Advisory Services since 2007. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, offering wealth management, financial planning, and trustee services. The firm employs a relationship-driven, customized investment approach that emphasizes diversified, institutional-style asset allocation and ongoing portfolio due diligence.

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.