Kathryn Pruitt is a financial advisor at Waverly Advisors, LLC with nine years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and previously worked at Heartwood Wealth Advisors, Wells Fargo Advisors, Davenport & Company LLC, and Legg Mason Wood Walker, Incorporated. She is also a Notary Public in the state of Virginia. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm offers discretionary and non-discretionary portfolio management, combining traditional equity and fixed-income strategies with alternative and private markets allocations.

Tyler Vitale is a financial advisor at Cary Street Partners with two years of industry experience and holds a Series 66 designation. Prior to joining Cary Street Partners, he has held roles at several firms, including Hunter Engineering, Grafana Labs, and Symmetry Financial Group. Outside of his advisory work, he serves as a social media manager for MCE LLC, where he manages lead databases and social media accounts unrelated to investment activities. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to a diverse client base that includes individuals, retirement plans, trusts, corporations, and institutional clients. The firm offers a broad range of investment options and proprietary strategies, with specialized services for institutional clients such as state and municipal government entities and insurance companies.

Henry Walker is a financial advisor at RiverFront Investment Group, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including BTS Asset Management, Highland Associates, and iCapital Markets LLC. RiverFront Investment Group provides investment management to individual investors, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers model asset-allocation portfolios and custom solutions, combining its Price Matters® valuation framework with tactical asset allocation and risk management across global fixed income and equities.

Michael Smith is a CFP® professional with 29 years of experience in the financial advisory industry. He currently works at RFG Advisory, LLC and has prior experience at Kestra Financial Services, Inc. and Capstone Financial Partners. Smith is also licensed as an insurance agent through Ash Brokerage Insurance Solutions. RFG Advisory provides investment advisory and planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to alternative investments, leveraging a range of model strategies and third-party platforms.

Timothy Mccoy Jr. is a financial advisor at The London Company of Virginia with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with the firm since 2011. The London Company of Virginia is an independently owned, SEC-registered investment adviser managing approximately $16.0 billion in discretionary assets. The firm serves individuals, high net worth clients, pension plans, foundations, charitable organizations, and other institutional investors, employing a conservative, bottom-up equity process focused on downside protection and risk management.

Caleb Vaughan is a CFP®-certified financial advisor at RFG Advisory, LLC with 12 years of industry experience. He previously worked at Kestra Advisory, Kestra Investment Services, Concourse Financial Group, and DMJ Wealth Advisors. Vaughan is also an insurance agent with Ash Brokerage Insurance Solutions, providing variable and health insurance advice. RFG Advisory serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients such as state and municipal entities. The firm primarily offers discretionary portfolio management using model strategies, third-party platforms, and acts as a sub-adviser to Bluemonte ETFs, providing access to alternative investments and retirement technology.

Richard Skeppstrom II is a financial advisor with Brockenbrough in Richmond, VA, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. He has been with Lowe Brockenbrough & Company, Inc since 2015. Skeppstrom serves on the VCU Engineering School Investment Committee, a role he has held since 2014. Brockenbrough provides discretionary and non-discretionary investment management and Outsourced Chief Investment Officer (OCIO) services to high-net-worth individuals, trusts, foundations, endowments, and other institutional clients. The firm manages approximately $4.3 billion in assets and offers customized portfolios that blend traditional and non-traditional asset classes using both proprietary strategies and third-party managers.

Christopher Milligan is a CFP® and CFA® with 14 years of industry experience. He is currently with Kestra Advisory and previously spent 13 years at Alpha Omega Wealth Management, LLC. Milligan serves on the board of the CFA Society of Virginia, focusing on education and raising awareness of the CFA brand. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, employee education, and investment advice, with approximately $79.8 billion in assets under management.

John Hopper is a financial advisor at Oppenheimer with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Cambridge Investment Research, First Horizon Advisors, and Wells Fargo Clearing. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of advisory and consulting services across equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary management.

Kelly Spelsberg is a financial advisor at Truist Advisory Services with 11 years of industry experience. She holds a Series 66 designation and has worked at Truist Advisory Services and Truist Investment Services since 2021, following a decade at BB&T Securities. Based in Richmond, VA, she serves clients through the enterprise-level firm. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm offers asset allocation, investment policy 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.

Elizabeth Brown is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation with four years of industry experience. Her prior work includes roles at Altria-U.S. Smokeless Tobacco and NuMark, LLC. Davenport & Company serves individual and institutional clients with a range of services including asset management, retail brokerage, fixed income, public finance, and investment banking and advisory. The firm features dedicated portfolio teams and offers separately managed accounts, mutual funds, and municipal bond strategies, operating as an employee-owned company with a history dating back to 1863.

Courtney Orensky is a financial advisor with Davenport & Company LLC in Richmond, VA, holding Series 63 and Series 66 credentials and 26 years of industry experience. She has been with Davenport & Company since 1999. Davenport & Company serves individual and institutional clients with services including asset management, retail brokerage, fixed income, public finance, and investment banking. The firm employs dedicated portfolio manager teams and an Investment Policy Committee to manage a range of strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Kevin Boll III is an advisor at Davenport & Company LLC and holds a Series 66 designation. He has recently entered the financial industry, starting his career in 2025. Prior to joining Davenport, his work history includes roles at Costar Group and South Fork Lodge, as well as time as a student at Wake Forest University. Davenport & Company LLC serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations. The firm offers asset management, brokerage, fixed income, public finance, and investment banking services, with asset management organized around portfolio manager teams and a Manager Research team overseeing various investment strategies and products.

Jone Liuzza is a financial advisor with Principal Financial Services in Midlothian, VA, holding Series 63 and Series 65 credentials and six years of industry experience. Prior to joining Principal, Liuzza worked for ACG from 2011 to 2023. Liuzza also serves as a bank officer at Principal Bank and Principal Trust Company to support retirement plan account relationships across the firm’s offerings. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and business entities. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Neal Sweeney is a financial advisor with SPC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Parkland Securities since 2014. Outside of his advisory role, he volunteers as an assistant wrestling coach at Huguenot High School and serves on the reunion planning committee for Monacan High School. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement services, delivering primarily discretionary management with options for nondiscretionary arrangements and direct-at-fund management.

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.