Andrew Castellano is a financial advisor at Truist Advisory Services with 29 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Truist Investment Services since 2000 and Truist Advisory Services since 2016. Castellano serves as a trustee for Norfolk Collegiate School, participating in governance decisions for the private school. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary approaches, uses third-party platforms for manager selection and due diligence, and emphasizes inter-affiliate integration across its services.

Ryan Berry is a financial advisor with Truist Advisory Services in Richmond, VA. He holds the Series 66 designation and has three years of industry experience. His prior roles include positions at SouthState Bank, LPL Financial, and a long tenure at BB&T. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, and fiduciary support, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools and inter-affiliate integration.

Kendall Avery is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Oppenheimer & Co since 2011, following positions at RBC Capital Markets and Ferris, Baker Watts, LLC. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a broad range of investment programs and advisory services, including discretionary and non-discretionary management, strategic asset allocation, and retirement consulting.

David Gray is a financial advisor with Truist Advisory Services in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at Truist Investment Services, Bb&T Securities, and Scott & Stringfellow, Inc. He has been with Truist Advisory Services since 2018. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, 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.

Aleeyah Richie is a financial advisor at Empower Advisory Group with Series 63 and Series 65 licenses and three years of industry experience. She previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. Outside of financial services, she is involved in residential real estate through ownership of Titan-X Properties LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, leveraging integrated services tied to Empower’s recordkeeping and administrative platforms. The firm’s approach focuses on long-term portfolio returns, annual rebalancing, and clients’ savings rates, serving a large participant base with both point-in-time financial plans and optional managed account solutions.

Ethan Lindbloom is a CFP® and Series 66 credentialed advisor with 21 years of industry experience. He has been with Janney Montgomery Scott since 2012. Outside of his advisory role, he serves on the boards of several nonprofit organizations, including OAR of Richmond, which assists formerly incarcerated individuals, and The Virginia Home, a nursing and residential care provider. 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 with a range of investment advice, portfolio management, brokerage services, and trustee capabilities.

Carl Ramsey is a CFP® with 22 years of industry experience and has been with Davenport & Company LLC since 2008. He is based in Richmond, VA, and holds Series 63 and Series 65 licenses. Davenport & Company serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations, offering a range of services such as asset management, retail brokerage, fixed income, public finance, and investment banking. The firm’s investment advisory division focuses on separately managed accounts, model delivery to third-party platforms, and financial planning, supported by dedicated portfolio manager teams and a Manager Research group.

Amanda St John is a financial advisor at Davenport & Company LLC in Richmond, VA, holding Series 63 and Series 65 licenses with 21 years of industry experience. She has been with Davenport & Company since 2006. Davenport & Company serves individual and institutional clients, providing asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services through dedicated portfolio teams and research groups. The firm offers a range of investment solutions, including separately managed accounts, mutual funds, ETFs, and unified managed accounts.

John Sullivan is a CFP® and ChFC® with 24 years of experience in the financial advisory industry. He has worked at Truist Advisory Services since 2016 and has been with Truist Investment Services since 2015, following six years at Mass Mutual Investors Services. Based in Richmond, VA, Sullivan holds a Series 63 license. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and uses AI-enabled research tools to support its investment process.

Amanda Meeker is a financial advisor at Davenport & Company LLC in Richmond, VA, holding the Series 66 designation with one year of industry experience. She has been with Davenport & Company since 2024. Davenport & Company serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations, offering asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s asset management team oversees multiple investment strategies and advises six mutual funds, combining a broker-dealer and advisory platform within an employee-owned structure dating back to 1863.

Steven Scheuermann is a financial advisor with Valic Financial Advisors in Richmond, VA, holding Series 63 and Series 66 licenses and having eight years of industry experience. Prior to joining Valic Financial Advisors in 2025, he worked at Agia, Icma Rc, Atlantic Specialty Lines, and Performance Bicycle. Outside of his advisory work, Scheuermann owns Second Gear Design, a craft business creating artwork from recycled bicycle parts. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and retirement plan participants, offering portfolio management, financial planning, and consulting services. The firm employs discretionary unified managed accounts using a technology-driven approach with centralized model solutions across a large network of advisors.

Tyler Clark is a financial advisor at Davenport & Company LLC with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Davenport since 2022. Prior to that, he was employed by Envestnet MoneyGuide from 2015 to 2021. Davenport serves individual and institutional clients—including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations—offering a range of services such as asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s Investment Advisory division provides separately managed accounts, model delivery to third-party platforms, financial planning, and other advisory programs.

Jennie Romero is a Series 66-licensed financial advisor with Valic Financial Advisors in Richmond, VA, bringing three years of industry experience. She has held positions at Valic Financial Advisors since 2019 and has experience with the Virginia Council on Economic Education and John Tyler Community College. In addition to her advisory role, she is appointed as an agent for AGIA, selling 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 discretionary unified managed accounts through a large network of advisors. The firm is notable for its scale, managing approximately $29.2 billion and serving close to 300,000 clients.

Kelsey Bottoms is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation with seven years of industry experience. She has worked at Davenport since 2017, with a brief period outside the firm, and has prior experience at Virginia Tech and Pocahontas State Park. Davenport & Company LLC serves individual and institutional clients, providing asset management, brokerage, fixed income, and investment banking and advisory services. The firm’s investment approach includes dedicated portfolio manager teams and a Manager Research group that oversee a range of strategies including separately managed accounts, mutual funds, and ETFs.

Christopher Pearson is a CFA® charterholder and holds the Series 66 designation, with 19 years of industry experience. He has been with Davenport & Company LLC since 2006. Pearson serves as a director of The Pearson Family Foundation, where he has a limited role in the decision-making process. Davenport & Company LLC serves individual and institutional clients by providing asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s investment approach includes dedicated portfolio manager teams and various managed account strategies, and it acts as adviser to six mutual funds while offering both fee-based and commission-based account options.

Kylie Roman is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC since 2024. Prior to joining Rockefeller Financial, she worked at Truist Advisory Services and BB&T Securities. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm offers a range of portfolio management and financial planning services, operating as both an investment adviser and a registered broker-dealer with capabilities in placement and investment banking.

Coleman Wortham III is a financial advisor at Davenport & Company LLC with 57 years of industry experience. He has worked at Davenport & Company since 1969. Wortham serves as a trustee for the Children's Hospital Foundation and is a director of Green Tops Sporting Goods, a hunting and sporting goods store in Richmond, VA. Davenport & Company serves individual and institutional clients, offering asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm employs a team-based approach to portfolio management and oversees a range of advisory programs and mutual funds.

Eric Wolf is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and 29 years of industry experience. His prior roles include positions at LPL Financial and Charles Schwab. He is also licensed to sell insurance and may recommend insurance products on a commission basis, separate from his advisory services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm’s fiduciary-based model combines client goal assessment with diversified investment strategies implemented through both direct management and third-party managers.

Sonji Tucker is a financial advisor with Centaurus Financial, Inc., holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. Her prior roles include positions at J.W. Cole Financial, GF Investment Services, and American United Life. She is also involved in financial education, providing workshops and courses through EmpowerUs360, and participates in community budgeting credit workshops at Richmond Heritage Federal Credit Union. Centaurus Financial, Inc. offers advisory and brokerage services to a diverse client base, including individuals, families, small businesses, and institutions. The firm provides financial planning, portfolio management through the CLASSIC Plus platform, and retirement-plan consulting with both discretionary and non-discretionary arrangements.

Burnett Miller IV is a financial advisor at Truist Advisory Services with 23 years of industry experience. He holds the Series 66 designation and has worked at various affiliated entities including BB&T Securities and SunTrust Advisory Services. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary manager relationships, supported by third-party platforms and AI-enabled research tools, to deliver investment solutions.