Randall Long Jr. is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and three years of industry experience. He has worked with Valic Financial Advisors since 2022 and also serves as an agent selling non-securities insurance products for AGIA. Outside of finance, he is involved with Sundae's Restaurant/Tastee Freez. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and unified managed accounts through a large network of advisors and relies on technology and model solutions to serve a high client count.

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.

Daniel Elliott is a financial advisor at Equity Services, Inc. with 23 years of industry experience. He holds a Series 66 designation and previously worked at SunTrust Advisory Services and SunTrust Investment Services, Inc. He also serves as a notary public. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often utilizing third-party asset managers and model portfolios, with a mix of long-term strategies and options for shorter-term trading.

Robert Weaver Jr. is a ChFC® credentialed financial advisor with 34 years of industry experience. He is currently with Kestra Investment Services LLC and Kestra Advisory Services LLC since 2026, following five years at Commonwealth Financial Network and ten years at Cambridge Investment Research. Outside of financial advising, he is the owner and author of Not Bland, LLC, a publishing company focused on novels. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of nearly 2,900 advisors and hundreds of thousands of clients. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody services, providing various investment options such as mutual funds, ETFs, and personalized indexing.

Amanda Whately is a financial advisor at D.A. Davidson & Co. with 18 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including SunTrust Advisory Services, BB&T Securities, and Minnesota Life Insurance Company. D.A. Davidson & Co. offers investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm provides services under fiduciary standards with an emphasis on retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

Russell Good is a CFA® charterholder with over 43 years of experience in the financial services industry. He has worked at Oppenheimer since 2009, following prior roles at the Stanford Group Company and UBS Financial Services. He is based in Richmond, VA. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a wide range of investment programs and advisory services, including strategic and tactical asset allocation and manager selection, with a notable portion of its assets managed on a non-discretionary basis.

Alice Winters is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and 21 years of industry experience. Her prior roles include positions at Raymond James Financial Services and Wells Fargo Advisors. She is also a licensed notary in Midlothian, VA. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals—including high-net-worth clients—as well as pension plans, corporations, trusts, and charitable organizations, offering discretionary and non-discretionary portfolio management alongside financial planning and pension consulting services.

Robert Long Jr. is a financial advisor with Oppenheimer who holds Series 63 and Series 65 licenses and has 42 years of industry experience. He has worked at Oppenheimer since 2009, following roles at Stanford Group Company and UBS Financial Services. He also serves as trustee of his own revocable trust. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of discretionary and non-discretionary investment programs and maintains custody of client assets while providing both advisory and broker-dealer services.

Homer Stinson Jr. is a financial advisor at VOYA Financial Advisors, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at ICMA-RC Services, LLC and First Command Advisory Services, Inc. VOYA Financial Advisors, Inc. serves a diverse client base including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers a range of financial services through various program structures, focusing primarily on non-discretionary, recommendation-based client relationships.

Thomas Teagle is a financial advisor at &Partners with Series 63 and Series 65 licenses and 29 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing, where he worked for a combined 10 years. &Partners serves a diverse client base, including high-net-worth individuals and institutional clients, offering investment management, financial and tax planning, and retirement plan consulting. The firm employs a range of analytical approaches and combines proprietary and third-party strategies, with services delivered through both discretionary and non-discretionary management.

Barbara Oley is a financial advisor at Oppenheimer with a Series 66 designation and five years of industry experience. She has worked at Oppenheimer since 2020 and previously spent eight years with Henrico County Public Schools. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of discretionary and non-discretionary programs and services that include asset management, consulting, and retirement planning.

Finley Woodward is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Woodward’s career includes multiple roles at both Guardian Life Insurance Company and Park Avenue Securities since 2016. Outside of these roles, Woodward is also involved in selling insurance products outside of Guardian for clients who do not qualify for Guardian coverage. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser affiliated with The Guardian Life Insurance Company of America. The firm serves individual, institutional, and nonprofit clients with brokerage, financial planning, and investment advisory services, offering both discretionary and non-discretionary portfolio management with proprietary and third-party solutions.

Rodney Perkins is a CFP® with 16 years of industry experience, currently with Eagle Strategies (NY Life). He has been associated with Eagle Strategies since 2012 and has operated Rsp Wealth Strategies LLC since 2016. Perkins is also involved in cryptocurrency investing as a passive investor. Eagle Strategies serves a diverse client base, including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory programs tailored to client objectives and primarily manages assets on a non-discretionary basis.

Christian Strahan is a financial advisor at Valic Financial Advisors in Richmond, VA, holding a Series 66 designation with one year of industry experience. He is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm provides portfolio management, financial planning, and consulting services through a large network of advisors and utilizes discretionary unified managed accounts with tax-aware and ESG overlay options.

Brandan Williams is a financial advisor at D.A. Davidson & Co. with 29 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Truist Advisory Services, Truist Investment Services, BB&T Securities, and Scott & Stringfellow. Outside of his advisory work, he serves as a deacon at Pryor Memorial Presbyterian Church, assisting with the church’s 5 cents a meal program. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth.

Welford Farmer Jr. is a financial advisor at D.A. Davidson & Co. with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Truist Advisory Services, Bb&T Securities, and Scott & Stringfellow, Inc. Additionally, he serves as a trustee for a family marital trust. 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 operates under fiduciary standards and offers a range of services such as retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients.

Percy Blackburn is a ChFC®-credentialed financial advisor with 10 years of industry experience, currently affiliated with Guardian Life and its subsidiary Park Avenue Securities. His prior experience includes roles with Northwestern Mutual Wealth Management Company and related entities from 2015 to 2023. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through a range of brokerage services, financial planning, and investment advisory programs.

William Harris is a financial advisor with Eagle Strategies (NY Life) based in Glen Allen, VA. He holds the ChFC® and Series 63 designations and has 16 years of industry experience. His career includes roles at Eagle Strategies, NYLIFE Securities LLC, and New York Life Insurance Company. Eagle Strategies serves a diverse client base, including individual investors and institutional plan sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Jeff Donham is a CFP® professional with 20 years of industry experience, currently advising at Focus Partners Wealth, LLC. He previously worked at The Colony Group, LLC for 10 years and Northwestern Mutual Investment Management for 2 years. Focus Partners Wealth, LLC serves a diverse client base including individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework, combining active and passive strategies along with access to private and registered pooled vehicles.

Charles Finfgeld Jr. is a financial advisor with Commonwealth Financial Network in Richmond, VA. He holds a Series 66 designation and has recently entered the industry, with prior experience primarily at InVirtus Wealth Partners and Commonwealth Financial Network since 2024. Before his advisory career, he worked at Virginia Tech and Midlothian High School. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and a broad client base. The firm offers a comprehensive adviser-support platform with access to discretionary and nondiscretionary managed-account programs, third-party asset managers, retirement consulting, and custody services.