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.

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.

Charles Blanton is a financial advisor at Empower Advisory Group with five years of industry experience. He holds the Series 66 designation and has previously worked at U.S. Capital Wealth Advisors, Better Homes and Gardens Real Estate Gary Greene, and Red & Co Realty. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage and IRA clients, using an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates in its planning services and offers optional managed account solutions.

Matthew Krycinski is a financial advisor at D.A. Davidson & Co. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Truist Investment Services and Bb&T Securities. Outside of his advisory role, he is a partner in a real estate business focusing on rental property acquisition and management. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, financial planning, equity research, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards and employing both qualitative and quantitative investment analyses.

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.

Holly Salmon is a financial advisor at Davenport & Company LLC with 22 years of industry experience. She holds a Series 66 designation and has worked at Davenport since 2016. Her previous roles include positions at Morgan Stanley Smith Barney, Citigroup Global Markets, and Legg Mason Wood Walker, Incorporated. Davenport & Company serves individual and institutional clients, offering asset management, brokerage, fixed income, public finance, and advisory services. The firm’s investment approach includes dedicated portfolio management teams and a Manager Research team that oversees a variety of strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Philip Paulette is a financial advisor at Davenport & Company LLC with 24 years of industry experience. He holds a Series 66 designation and has worked at Davenport since 2016. Prior to that, he held positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Davenport & Company serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations. The firm offers asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services, with specialized portfolio management teams and a range of advisory programs.

Robert Penn is a financial advisor at Guardian Life with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various firms including Principal Financial Services, Equitable Advisors, and Penn Mutual Life Insurance Company. He is also president and sole owner of Harvest Wealth Advisors, where he provides fee-based financial planning and educational workshops without charge. Gardner Life’s subsidiary, Park Avenue Securities LLC, serves individuals, pension plans, charitable organizations, and corporate clients with brokerage, financial planning, retirement consulting, and investment advisory services. The firm offers both discretionary and non-discretionary advisory relationships using in-house and third-party model portfolios, alongside tailored solutions including digital advisory options.

Dennis Bradshaw is a financial advisor at Davenport & Company LLC in Lynchburg, VA, with 28 years of industry experience. He has been with Davenport & Company since 2002. He holds Series 63 and Series 66 credentials. Davenport & Company serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations, providing asset management, brokerage, fixed income, public finance, and investment banking services. The firm manages a range of investment strategies through dedicated teams and offers separately managed accounts, mutual funds, and advisory programs.

Jason Alford is a Series 66-licensed financial advisor with 16 years of industry experience, currently with Davenport & Company LLC since 2016. Before joining Davenport, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2011 to 2016. Outside of his advisory work, Alford owns Count Your Blessings Farm, a beef cattle farm, and serves as a board member for Harmony Day Support. Davenport & Company serves individual and institutional clients, offering asset management, retail brokerage, public finance, and investment advisory services. The firm manages a range of strategies through dedicated portfolio teams and offers both fee-based and commission-based accounts alongside its oversight of multiple mutual funds.

David Heppner is a financial advisor with Davenport & Company LLC in Lynchburg, VA, holding Series 63 and Series 65 designations and 41 years of industry experience. He has been with Davenport & Company LLC since 1995. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, and nonprofits, offering asset management, brokerage, fixed income, public finance, and advisory services. The firm provides separately managed accounts, financial planning, and manages multiple mutual funds and fixed-income strategies through a team-based investment approach.

Holly Tuck is a financial advisor at D.A. Davidson & Co. with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at D.A. Davidson since 2018, following prior roles at Truist Investment Services and Bb&T Securities. Outside of her advisory work, she is a partner in a family farm and provides notary public services to clients. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under the Advisers Act fiduciary standard and ERISA fiduciary duties for retirement accounts, providing both qualitative and quantitative investment analysis along with comprehensive financial planning and private wealth management services.

Keith Wayne is a CFP® and Series 65-licensed financial advisor with Mercer Global Advisors Inc. in Evington, VA, bringing six years of industry experience including prior work in education at Campbell County Public Schools. He has been with Mercer Global Advisors since 2022. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing a range of investment advisory, financial, tax, retirement, and estate planning services. The firm employs a globally diversified, risk-appropriate investment approach based on Modern Portfolio Theory and offers client education, specialized advisory services, and integrated affiliated platforms.

William Herbert is a CFP® with 26 years of industry experience, currently affiliated with OSAIC Institutions, Inc. He has served at First Bank & Trust Company and Infinex Investments, Inc. for 18 years each and previously worked with Uvest Financial Services Group, Inc. for five years. Herbert also holds a vice president role at First Bank & Trust Company, where he performs residential and commercial lending duties. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a large network of adviser representatives. The firm offers customized advisory services and financial planning while operating a hybrid adviser/broker-dealer structure with a focus on both discretionary and non-discretionary management.

Robert Cox is a financial advisor with PlanMember Securities Corporation and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 40 years of industry experience, including roles at Gwn Securities Inc and as part owner and Vice President of Communications at Virginia Retirement Specialists, Inc. since 1988. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation process and manages risk-based mutual fund portfolios tailored from conservative to aggressive investment styles.

Abram Halterman is a financial advisor at Davenport & Company LLC with 17 years of industry experience. He holds the Series 66 designation and has worked at Davenport since 2021, following a 12-year tenure at Edward Jones. Outside of his advisory role, he is an owner and member of Meridian Farms LLC, a cattle farm in Grottoes, Virginia. Davenport & Company serves individual and institutional clients, offering a range of services including asset management, retail brokerage, public finance, and investment banking. The firm’s investment advisory division provides separately managed accounts, model delivery, and financial planning, supported by dedicated portfolio teams and a Manager Research group.

Steven Miller is a financial advisor with Private Advisor Group, LLC and holds the Series 63 and Series 65 designations. He has 29 years of industry experience, including prior roles at Claraphi Advisory Network, James River Advisors, Triad Advisors, Inc., and his own firm, Miller & Associates, P.C. In addition to investment advisory services, Mr. Miller provides tax advice and tax preparation services separately from his work at Private Advisor Group. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based advisory model and utilizes technology platforms and third-party managers to implement a range of investment strategies.