Michael Cook is a financial advisor with OSAIC Institutions, INC., holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked with infinex Investments, Inc. since 2008 and Bi Investments, LLC since 2003. Outside of his advisory work, Cook serves as a volunteer firefighter and treasurer for the Powhatan County Fire and Rescue. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by providing a range of advisory and brokerage services through customized engagements. The firm employs a network of investment adviser representatives who utilize various analytical approaches and offer access to alternative investments and lending solutions.

James Trivette Jr. is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and 32 years of industry experience. His career includes roles at Truist Investment Services, Bb&T Securities, and Scott & Stringfellow. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and uses third-party platforms and AI-enabled tools to support its manager selection and investment oversight processes.

Christine Feldpausch is a financial advisor with Truist Advisory Services and holds a Series 66 designation. She has 21 years of industry experience and has been with Truist Advisory Services since 2016, having also worked at Truist Investment Services since 2013. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a range of services including asset allocation analysis, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Ashley Davis is a financial advisor at Truist Advisory Services with 14 years of industry experience. She holds a Series 66 designation and has worked at Truist and its predecessor firms since 2015. Outside of her advisory role, she creates family vlogs on her YouTube channel, The AO Life. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm combines discretionary and non-discretionary investment management and emphasizes inter-affiliate integration within its broader enterprise.

Kevin Boll Jr. is a financial advisor at Davenport & Company LLC with 27 years of industry experience. He holds the Series 66 designation and has been with Davenport & Company since 1997. Davenport & Company LLC is a privately held, employee-owned firm providing investment management and brokerage services to individual and institutional clients. The firm offers a range of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning through various investment vehicles and tailored strategies.

Brandon Smith is a financial advisor with TLG Advisors, Inc. based in Chesterfield, VA. He holds the ChFC® designation and Series 66 license and has 10 years of industry experience. His prior work includes roles at Milestone Financial Solutions, AXA Advisors, LLC, and Waypoint Wealth Services LLC. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on manager selection and monitoring, using fundamental analysis and Modern Portfolio Theory to build diversified portfolios, and offers both sub-advised and direct-to-consumer investment programs.

Alan Sanfratella is a financial advisor with Valic Financial Advisors in Richmond, VA, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Indivior and Genworth Financial. In addition to his advisory work, he is an agent for AGIA, providing non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and consulting services through a large network of advisors. The firm operates at scale with a focus on unified managed accounts, utilizing centralized technology and model solutions.

Spencer Rife is an advisor at Truist Advisory Services with Series 65 and Series 63 credentials and one year of industry experience. Prior to joining Truist, he held various roles in education and fitness from 2015 to 2025. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary manager relationships and consulting supported by AI-enabled research and inter-affiliate integration within the Truist enterprise.

Justin Charnock is a financial advisor at Davenport & Company LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Davenport in 2022, he worked at Wells Fargo Clearing and Wells Fargo Bank NA. Davenport & Company LLC is a privately held, employee-owned firm that provides investment management and brokerage services to individual and institutional clients. The firm offers a broad range of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, utilizing various strategies managed by specialized teams and committees.

Tyler Coffey is an investment advisor representative at TLG Advisors, Inc. He holds the Series 66 designation and has recently entered the industry, with prior roles including a business operations coordinator position at Milestone. TLG Advisors, Inc. serves a diverse client base ranging from individuals and high-net-worth clients to institutional investors. The firm focuses on manager selection and ongoing monitoring using fundamental analysis and Modern Portfolio Theory, offering both traditional portfolio management and a direct-to-consumer digital program called Starlight Portfolios.

Lindsay Walker is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott. Her prior experience includes roles at Fidelity Brokerage Services LLC and Wells Fargo Clearing. 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 brokerage services, financial planning, consulting, and a range of wrap/advisory programs.

Tara Archer is a financial advisor at Truist Advisory Services with 14 years of industry experience. She holds a Series 66 designation and has worked with Truist and its predecessor firms since 2013. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and AI-enabled research tools.

Samuel Mintz is a CFP®-certified financial advisor with 23 years of industry experience, currently serving at Truist Advisory Services since 2021. He previously worked at Bb&T Securities and Scott & Stringfellow, totaling over 30 years in the financial sector. Mintz is also a board member of Sports Backers, a community organization based in Richmond, VA. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, employing a combination of discretionary and non-discretionary approaches supported by third-party platforms and manager relationships.

Travers Cliborne is a financial advisor at Truist Advisory Services with 14 years of industry experience. He holds a Series 65 designation and has worked at Truist Advisory Services since 2021. His prior roles include positions at Truist Bank and BB&T, spanning over a decade. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a range of solutions including asset allocation analysis, fiduciary support, and manager-selection programs, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

David Henderson is a financial advisor at Davenport & Company LLC in Richmond, VA, with 21 years of industry experience. He holds the Series 66 designation and has been with Davenport & Company since 2000. Davenport & Company LLC is a privately held, employee-owned firm that provides investment management and brokerage services to individual and institutional clients. The firm offers a range of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, utilizing various strategies managed by dedicated portfolio teams and supported by regular committee oversight.

Benjamin Moore II is a financial advisor with Truist Advisory Services in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked across several Truist-related entities since 2013, including BB&T Securities and SunTrust Advisory Services. Outside of his advisory role, he pursues a hobby of purchasing delinquent Maryland Tax Lien Certificates for passive income. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled equity research and inter-affiliate integration with affiliated broker-dealer and banking services.

Bernice Murff is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has worked with Truist Advisory Services and Truist Investment Services since 2021, and previously at BB&T Securities and Raymond James & Associates. She serves as a finance advisor for the Alpha Gamma Delta Theta Zeta Chapter, a social organization at Randolph-Macon College where she is an alumna. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with consulting services and utilizes third-party platforms and AI-enabled research tools to support investment decisions.

Patricia Centeno is a financial advisor at Truist Advisory Services with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. She has been with Truist Advisory Services and Truist Investment Services since 2023. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, and fiduciary support, utilizing a combination of discretionary and non-discretionary management through third-party platforms and manager arrangements.

Stephanie Bednar is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation with 19 years of industry experience. She has been with Davenport & Company since 2006. Davenport & Company LLC is a privately held, employee-owned firm providing investment management and brokerage services to individual and institutional clients, including banks, pension plans, trusts, and non-profits. The firm offers a variety of services such as asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, with investment decisions made by dedicated portfolio manager teams supported by an Investment Policy Committee.

Charles Johnson is a financial advisor at Davenport & Company LLC in Richmond, VA, holding Series 63 and Series 65 licenses with 35 years of industry experience. He has been with Davenport & Company since 1992. Johnson serves as a board member and finance committee member for Agecroft Hall Museum. Davenport & Company LLC is a privately held, employee-owned firm providing investment management and brokerage services to individual and institutional clients. The firm offers a broad range of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, with investment decisions made by dedicated portfolio manager teams supported by an Investment Policy Committee.