Norman Darden III is a CFA® charterholder with 26 years of industry experience. He has worked at Cantor Fitzgerald Investment Advisors since 2021 and previously spent 22 years at Flippin, Bruce & Porter. Cantor Fitzgerald Investment Advisors, L.P. provides discretionary investment management and advisory services to a diverse client base, including individuals, high‑net‑worth investors, institutions, and financial intermediaries. The firm utilizes proprietary ETF model portfolios and employs strategic, tactical, and opportunistic asset allocation informed by macroeconomic research.

Joseph Morrell is a CFA® charterholder with 30 years of experience in the financial industry. He has worked at Cantor Fitzgerald Investment Advisors since 2021 and previously spent 26 years at Flippin, Bruce & Porter. Cantor Fitzgerald Investment Advisors, L.P. provides discretionary investment management and advisory services to a diverse client base, including individual and high-net-worth investors, institutions, and financial intermediaries. The firm utilizes proprietary ETF model portfolios based on asset allocation, portfolio construction, and periodic rebalancing, implementing strategic, tactical, and opportunistic asset allocation approaches informed by macroeconomic research.

Janice Parker is a financial advisor with Voya Financial Advisors, Inc. She holds Series 63 and Series 65 credentials and has 20 years of industry experience. Prior to joining Voya in 2025, she worked for ICMA Retirement Corporation for 11 years. Voya Financial Advisors serves a diverse client base, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, and consulting services through a variety of program structures, emphasizing recommendation-based relationships over discretionary management.

William Barksdale IV is a financial advisor with Davenport & Company LLC based in Lynchburg, VA. He holds Series 63 and Series 65 licenses and has 45 years of industry experience. He has been with Davenport & Company LLC since 1997. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, and nonprofits, providing asset management, brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s investment approach involves dedicated portfolio manager teams and a Manager Research team that oversees a range of strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Christopher Mccown is a financial advisor with Eagle Strategies (New York Life) based in Lynchburg, VA, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has worked with Eagle Strategies since 2019 and has an extensive background with New York Life and Nylife Securities. Outside of his advisory role, he operates McCown Financial Group, focusing on selling New York Life products and brokering non-registered insurance products. Eagle Strategies serves a diverse group of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored solutions through multiple program types and manages the majority of its assets on a non-discretionary basis.

Stewart Sigler is a financial advisor with Davenport & Company LLC in Lynchburg, VA, holding Series 63 and Series 66 licenses and bringing 44 years of industry experience. He has worked at Davenport since 2016 and previously held roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Davenport serves individual and institutional clients, providing asset management, brokerage, public finance, and investment banking services. The firm’s asset management includes dedicated portfolio manager teams and offers a variety of strategies through separately managed accounts, mutual funds, and ETF portfolios.

Allen Brooks Jr. is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has worked at several firms, including SunTrust Advisory Service, Inc. and Cetera Advisor Networks. Allen is based in Lynchburg, VA. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations, utilizing both discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Calvin Egan is a CFP® professional with two years of industry experience, currently affiliated with Commonwealth Financial Network. His prior roles include positions at Ronald Blue Trust and Edward Jones Investments. Outside of financial advising, he has worked as a video operator at Liberty University. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing advisory programs, wealth management, and retirement plan consulting. The firm supports advisors with operations, technology, investment management, and compliance, offering a range of discretionary model portfolios and program structures.

Melanie Chenault is a financial advisor with Truist Advisory Services in Lynchburg, VA, holding Series 63 and Series 66 credentials and over 30 years of industry experience. Her prior roles include positions at BB&T Securities, HSC Wealth Advisors, Northwestern Mutual Investment Management, Citigroup Global Markets, and Legg Mason Wood Walker. Outside of her advisory work, she serves as the President of the Laxton Square Homeowner's Association. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation analysis, fiduciary support, and manager-selection programs implemented through a combination of discretionary and non-discretionary strategies.

Jeffrey Boyer is a financial advisor at Commonwealth Financial Network with 19 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 15 years. Outside of his advisory role, he owns Restoration Ranching, LLC, a cattle farming business in Virginia. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and operational support, allowing advisors discretion in portfolio construction alongside model portfolios managed by Commonwealth’s Investment Management and Research team.

George Caylor is a ChFC® credentialed financial advisor with 48 years of industry experience. He is currently with United Planners' Financial Services of America a Limited Partner and has held roles at firms including Vintage and Massachusetts Mutual Life Insurance Company. Outside of advisory work, he is the author of Surviving Georgie, LLC and owns Tea With George, LLC, a radio broadcasting business. United Planners Financial Services is a national wealth-management enterprise serving individual investors, retirement plans, corporations, trusts, estates, and institutional clients. The firm delivers advisory and brokerage services through independent representatives and employs a mix of custodians and third-party money managers, with a significant portion of assets managed on a non-discretionary basis.

Samuel Waddell Jr. is a financial advisor at Davenport & Company LLC with 37 years of industry experience. He has been with Davenport & Company since 1998. Outside of his advisory role, he is a co-owner of Hill City Coffee LLC, where he is involved in roasting, packaging, marketing, and sourcing coffee beans. Davenport & Company serves individual and institutional clients, providing asset management, brokerage, fixed income, public finance, and investment banking services. The firm’s investment approach includes dedicated portfolio manager teams and an Investment Policy Committee that oversee strategies across separate accounts, mutual funds, and ETFs.

William Capshaw II is a financial advisor at Davenport & Company LLC in Lynchburg, VA, with 16 years of industry experience. He holds Series 63 and Series 66 designations and has been with Davenport since 2009. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, estates, nonprofits, and corporations, providing asset management, brokerage, fixed income, public finance, and investment advisory services. The firm’s asset management strategies are built around dedicated portfolio teams and research, offering a variety of managed accounts and mutual funds.

Thomas Dukes is a financial advisor with Truist Advisory Services who holds a Series 66 designation and has 26 years of industry experience. He has worked at Truist Advisory Services and its affiliated entities since 2015, including BB&T Securities and BB&T Investment Services. Outside of his advisory role, Dukes serves as an assistant coach for Randolph College men's lacrosse and is a board member of the Home Builders Association of Central Virginia. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Kenneth Harvey is a financial advisor with OSAIC Institutions, Inc. holding Series 63 and Series 65 licenses and 27 years of industry experience. His prior roles include positions at Infinex Investments, Bank of the James, Madison Avenue Securities, Wells Fargo Clearing, and Wachovia Securities. He has volunteered on the board of a neighborhood swimming pool in Lynchburg, VA. OSAIC Institutions, Inc. is a hybrid SEC-registered investment adviser and FINRA member serving individuals, ERISA plans, trusts, estates, and corporate clients through a network of adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating a model that emphasizes IAR-driven account management with firm supervision.

Cody Syrek is a financial advisor at OSAIC Institutions, Inc. in Lynchburg, VA, holding a Series 66 designation. He has one year of industry experience and previously worked at Bank of the James and Brown Edwards. Syrek attended James Madison University and has been pursuing additional certifications. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory and financial planning services, operating a hybrid adviser/broker-dealer model that includes discretionary and non-discretionary management, access to alternative investments, and a lending marketplace.

Andrew Blanks is a CFP®-certified financial advisor with 11 years of industry experience. He is affiliated with Eagle Strategies (NY Life) and has worked in related roles at New York Life Insurance Co. and Nylife Securities LLC. Blanks also operates Blanks & Company, a business for selling New York Life products and brokering non-registered insurance products. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a wide range of individual and institutional clients. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, offering multiple program types including retirement plan consulting and co-advisory relationships.

Michael Madden is a Series 63 credentialed advisor with 48 years of industry experience, currently serving at Truist Advisory Services since 2021. Prior to this, he worked at Bb&T Securities, LLC from 2013 to 2021. Outside of his advisory role, Madden serves as a trustee for Red Hill Patrick Henry National Memorial and is a board member of Lynchburg Beacon of Hope, a nonprofit supporting local high school students in their career and educational pathways. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary strategies supported by third-party platforms and manager oversight.

Beth Tanner is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining Truist in 2024. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a range of discretionary and non-discretionary manager relationships supported by AI-enabled research tools and a structured oversight process.

Anne Mcveigh is a financial advisor at Davenport & Company LLC with 26 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. She serves as a member of the Board of Trustees at Westminster Canterbury Retirement Home. Davenport & Company LLC serves individual and institutional clients with asset management, brokerage, fixed income, public finance, and investment banking services. The firm offers a range of advisory programs and manages multiple mutual funds, employing dedicated portfolio teams and research to construct and monitor investment strategies.