Geoffrey Gardner is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His tenure includes multiple roles at Guardian Life Insurance Company and Park Avenue Securities dating back to 2013. Outside of his advisory work, he occasionally sells insurance products through Consolidated Planning, Inc. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a wholly owned subsidiary of The Guardian Life Insurance Company of America. The firm provides brokerage, financial planning, retirement consulting, and investment advisory services to individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporate clients.

Chad Harris is a financial advisor with Davenport & Company LLC in Richmond, VA, holding Series 63, 65, and 66 licenses and 12 years of industry experience. He has worked at Davenport & Company in two separate periods totaling nine years, along with roles at HMHC LLC and Capital One. 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 services, with an advisory platform that includes separately managed accounts, financial planning, and mutual fund management.

Julie Preston is a financial advisor at Davenport & Company LLC in Richmond, VA, holding Series 63, 65, and 66 designations with 20 years of industry experience. She has been with Davenport & Company since 2008. Davenport & Company serves individual and institutional clients with a range of services including asset management, retail brokerage, public finance, and investment banking. The firm’s investment advisory division offers separately managed accounts, financial planning, and model delivery through dedicated portfolio manager teams and a Manager Research team.

John Hensley Jr. is a financial advisor with Empower Advisory Group in Richmond, VA, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior firms include Park Avenue Securities and Guardian Life Insurance Company. Outside of finance, he occasionally works as a vocalist and voice teacher. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders, delivering integrated services linked to Empower’s administrative platforms.

Trevor Vick is a financial advisor at Janney Montgomery Scott with three years of industry experience. He holds a Series 66 designation and has worked in various roles including positions in the food service and landscaping industries prior to joining Janney. 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Kimberly Young is a financial advisor with Kestra Advisory Services holding a Series 66 license and eight years of industry experience. Her career includes roles at Commonwealth Financial Network and The Beran Group, as well as client management responsibilities at Connelly Financial Group. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan-level investment advice, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

James Moore Jr. is a financial advisor at Davenport & Company LLC with 34 years of industry experience. He has been with Davenport & Company LLC since 1998 and also has a long tenure with Davenport & Company of Virginia, Inc. beginning in 1985. He holds Series 63 and Series 66 licenses. 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 a portfolio management structure that supports various managed account and mutual fund strategies.

Linda Poole is a financial advisor with Eagle Strategies (NY Life) in Glen Allen, VA, holding Series 63 and Series 66 licenses and with nine years of industry experience. She has worked with New York Life Insurance Company, NYLIFE Securities LLC, and currently operates Victory Formation Insurance and Financial Services, LLC. Outside of her advisory role, Poole volunteers as a board member of Safe Harbor, an organization serving individuals affected by domestic violence, and is active in the Delta Sigma Theta Sorority, a service sorority focused on community service. Eagle Strategies serves a diverse client base that includes individual investors, institutional clients, and retirement plans, providing financial planning, investment management, and retirement advisory services. The firm offers tailored solutions through various program types, emphasizing fiduciary responsibilities and largely managing assets on a non-discretionary basis.

Walter Dance is a financial advisor with Eagle Strategies (NY Life) based in Glen Allen, VA. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to his career in financial services, he spent 11 years operating Dance's Sporting Goods. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of advisory programs tailored to client objectives and emphasizes non-discretionary asset management within an integrated New York Life affiliate structure.

Thomas Branch is a CFP® with eight years of industry experience, currently serving as a financial advisor at Davenport & Company LLC in Richmond, VA. Prior to joining Davenport in 2018, he worked at CoStar Group and Specialty Coating and Laminating. He is involved with The Cabell Foundation as a director and investment committee member, and serves on the board of ChildSavers. Davenport & Company LLC serves individual and institutional clients, offering asset management, brokerage, financial planning, and investment banking services. The firm combines portfolio manager teams with research and advisory capabilities, managing multiple mutual funds and fixed-income strategies within an employee-owned structure.

James Cann is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He has been with Truist Advisory Services since 2016 and with Truist Bank since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation, investment policy analysis, plan sponsor fiduciary support, and a manager-selection program. The firm combines discretionary and non-discretionary approaches, leveraging third-party platforms and AI-enabled research tools, with a focus on inter-affiliate integration and comprehensive supervisory oversight.

Melanie Nunnally is a financial advisor with Truist Advisory Services in Richmond, VA, holding a Series 66 designation and 25 years of industry experience. Her career includes roles at Truist Investment Services, SunTrust Advisory Services, and Scott & Stringfellow, Inc. She has been with Truist Advisory Services since 2021. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non‑discretionary consulting, supported by third‑party platform agreements and AI-enabled research tools.

Aaron Smith is a financial advisor with Centaurus Financial, Inc. in Glen Allen, VA, holding Series 63 and Series 65 designations and over 30 years of industry experience. He has been with Centaurus Financial since 1996 and has held concurrent roles at Interstate Specialty Marketing, Primerica Financial Services, and Richmond Federal Credit Union. Outside of his advisory work, Smith hosts a non-interactive radio show discussing money and lifestyle topics and is an author of several financial books. He also facilitates church education meetings, teaches wealth-building modules focused on African American generational legacy, and educates federal employees on government benefits. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm delivers financial planning and portfolio management through the CLASSIC Plus platform, offering discretionary and non-discretionary arrangements and utilizing a mix of fundamental, technical, bottom-up, and top-down analysis in its investment approach.

Sarah Hollingsworth is a financial advisor at Truist Advisory Services with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has been with SunTrust Advisory Services and related entities since 2013. 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, fiduciary support, and a manager-selection program, combining discretionary and non-discretionary solutions supported by third-party platforms and AI-enabled research tools.

Jon Mcelhaney is a CFA® charterholder and holds a Series 66 license with 27 years of industry experience. He has worked at Davenport & Company LLC since 2019 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Davenport & Company LLC serves individual and institutional clients, including banks, pension plans, trusts, estates, nonprofits, and corporations, offering asset management, retail brokerage, fixed income, public finance, and investment banking services. The firm’s asset management includes separately managed accounts, mutual funds, ETF models, and unified managed accounts, supported by dedicated portfolio teams and research groups.

James Sanderson is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation with 20 years of industry experience. He has been with Davenport & Company since 2004. Davenport & Company serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations, providing asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s asset management is structured around specialized portfolio teams and offers a range of strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Richard Jones IV is a financial advisor at Davenport & Company LLC with 42 years of industry experience. He has been with Davenport since 1999 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a trustee for the R Walter Jones Trust. Davenport & Company serves individual and institutional clients with a range of services including asset management, retail brokerage, public finance, and investment banking. The firm’s investment approach includes dedicated portfolio manager teams and research groups that manage strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Brian Connelly is a financial advisor at Kestra Advisory with 34 years of industry experience. He previously operated Connelly Financial Group and worked with Commonwealth Financial Network. Connelly also manages a small book of health insurance business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients. The firm offers fiduciary consulting, plan-level investment advice, and access to multiple management platforms and third-party solutions, serving clients including large institutional investors and sovereign wealth funds.

Simon Kinsinger is a financial advisor with Equity Services, Inc., holding Series 63 and Series 65 designations and five years of industry experience. Prior to joining Equity Services, he worked at National Life Group and Primerica Financial Services. Outside of his advisory role, Kinsinger is actively involved in emergency medical services, serving as an EMT with Floyd County EMS and Frontline EMS. Equity Services, Inc., operating 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 and utilizes third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

Kristin Hollerith is a financial advisor at Commonwealth Financial Network with 14 years of industry experience. She holds the Series 66 designation and previously worked at Davenport & Company LLC for eight years before joining Commonwealth, where she has been since 2022. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and manages roughly $212.7 billion in client assets. The firm provides a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, and retirement consulting, offering a mix of investment options and back-office services.