Jennifer Rose is a financial advisor with Commonwealth Financial Network in Richmond, VA, holding a ChFC® designation and Series 63 and 66 licenses. She has 20 years of industry experience, including nearly two decades at Mass Mutual Investors Services and MassMutual Insurance Company. She is also co-owner of True North Advisors, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and back-office support. The firm offers discretionary model portfolios and multiple program structures, combining investment management, technology, and compliance services for affiliated advisors.

Richard Ware is a CFA® charterholder and holds a Series 66 license with over four years of industry experience. He currently works at TIAA-CREF and previously was with Chesapeake Wealth Management and Chesapeake Financial Group. Ware serves as a board member of The Health Brigade, a free health clinic in Richmond, where he provides advisory support. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and managed account programs to individuals and a variety of institutional clients. The firm distinguishes between point-in-time planning and ongoing discretionary management, serving clients often connected through employer retirement plans and providing access to affiliated services such as TIAA Trust and donor-advised funds.

Grace Borden is a financial advisor with \u0026Partners, holding a Series 66 designation and seven years of industry experience. Prior to joining \u0026Partners in 2024, she worked at UBS Financial Services Inc. for six years and held positions at The Hardshell and Roan. \u0026Partners serves a diverse client base including high-net-worth individuals, institutions, and private businesses, offering investment management, financial and tax planning, and retirement-related services through both advisory and brokerage platforms. The firm employs a variety of analytical approaches and model portfolios, and it maintains activities in municipal advisory and underwriting.

Lauren Hershey is a financial advisor at Rockefeller Financial LLC with four years of industry experience. She holds a Series 66 designation and has worked at Truist Investment Services, Inc. and BB&T prior to joining Rockefeller Financial. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, operating as both an advisory firm and a registered broker-dealer with capabilities in securities transactions, variable insurance products, and investment banking services.

William Kavanagh is a financial advisor with Oppenheimer, holding a Series 66 designation and bringing 26 years of industry experience. He worked at Merrill from 2000 to 2012 before joining Oppenheimer, where he has been since 2012. Kavanagh serves as a trustee for two family trusts, managing fiduciary responsibilities and estate transfers. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a variety of advisory programs involving equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management options.

Todd Via is a Certified Financial Planner® (CFP®) with 27 years of industry experience. He is currently with Truist Advisory Services and has held roles at SunTrust Advisory Services and SunTrust Securities, Inc. for over two decades. Outside of advising, he manages a rental property in Richmond, VA. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a mix of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Yvonne Pridemore is a Series 66 licensed financial advisor with 24 years of industry experience. She is currently with Truist Advisory Services, having held various roles within the Truist enterprise since 2013, including positions at SunTrust and BB&T subsidiaries. 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, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Alfredo Calvo is a ChFC® credentialed financial advisor with 27 years of industry experience. He has worked at Voya Financial Advisors, Inc. since 2019 and previously spent 20 years at Great West Life & Ann Ins Co/Gwfs Equities Inc. In addition to his advisory work, he participates voluntarily in consumer opinion surveys. Voya Financial Advisors, Inc. serves a diverse range of individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides various investment and planning services through multiple program structures, often delivering non-discretionary recommendations requiring client approval.

Alec Gilliam is a CFP®-credentialed financial advisor at Hornor, Townsend & Kent, LLC with seven years of industry experience. He has held prior roles at Northwestern Mutual and other advisory firms. Gilliam is also involved with the Colonial Williamsburg Foundation in a non-advisory capacity. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services and manages over $8 billion in discretionary assets.

Thomas Valenza is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation with three years of industry experience. Prior to his current role, he worked at Ropewalk and was involved with Iron Horse Restaurant, Randolph-Macon College, and Glenelg High School. Davenport & Company serves individual and institutional clients, providing asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s advisory platform includes separately managed accounts, model delivery, and financial planning, supported by dedicated portfolio teams and a robust Manager Research group.

Andrew Beauvais is a financial advisor with Empower Advisory Group in Richmond, VA. He holds Series 63 and Series 66 licenses and has five years of industry experience, including roles at GWFS Equities, Inc., Alligator Soul, T. Rowe Price, and other employers. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and certain retail brokerage account holders, delivering services through an integrated model linked to Empower’s recordkeeping and administrative platforms.

Winfred Eddins Jr. 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 2005. Outside of his advisory role, he serves as Treasurer for both the Carrington Court Neighborhood Association and the Richmond Bogies Golf Social Group, and he is a member of the Board of Directors at Willow Oaks Country Club. Davenport & Company serves individual and institutional clients, providing asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s investment advisory division offers separately managed accounts, model delivery to third-party platforms, and financial planning, supported by dedicated portfolio manager teams and a Manager Research group.

Harrison Geho is a financial advisor at Davenport & Company LLC with a Series 66 designation and one year of industry experience. Prior to joining Davenport, he worked at Oracle Denver for seven years and at Elon University for four years. Davenport serves individual and institutional clients, including banks, pension 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 organizes its asset management through dedicated portfolio manager teams and oversees multiple investment strategies, including separately managed accounts and mutual funds.

Megan Childress is a financial advisor with Truist Advisory Services in Richmond, VA, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. She has worked at SunTrust Investment Services and SunTrust Bank since 2016. Outside of her advisory role, she owns and manages a rental property. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers solutions including asset allocation, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches supported by third-party platform relationships.

Lindsay Nolde is a Series 66 credentialed financial advisor at Davenport & Company LLC with 21 years of industry experience. She worked at SunTrust Investment Services, Inc. for 22 years before joining Davenport. 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 dedicated team approach and multiple investment strategies including separately managed accounts and mutual funds.

Cynthia Call is a Series 66-licensed financial advisor with Davenport & Company LLC in Richmond, VA, where she has worked since 2015. She has seven years of industry experience. Outside of her advisory role, Cynthia serves as treasurer and secretary for The Derby Homeowners Association, handling financial responsibilities and meeting documentation. Davenport & Company LLC serves individual and institutional clients with asset management, brokerage, fixed income, public finance, and investment banking services. The firm offers separately managed accounts, model portfolios, and advisory programs, supported by dedicated portfolio teams and an Investment Policy Committee.

Craig Dean is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 credentials and over 31 years of industry experience. He has been associated with Kestra Advisory since 2016 and has prior experience with Sterling Asset Management and Securities America Inc. Craig is also involved as an investment advisor representative and registered representative through affiliated entities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, and investment advice, managing approximately $79.8 billion in assets, and serves clients such as sovereign wealth funds alongside other large institutional investors.

Patrick Finch is a Series 66 licensed financial advisor with nine years of industry experience. He currently works at PNC Wealth Management and has previously held roles at Truist Advisory Services, Truist Investment Services, BB&T Securities, and local government positions in Richmond City and Henrico County. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees. The firm uses algorithm-driven risk assessments and implements portfolios via approved strategies with mutual funds and ETFs, delegating execution and proxy voting to third parties.

Richard Dolan III is a financial advisor at Davenport & Company LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Davenport since 1993. Outside of his advisory role, he is a minority owner of Beaver LLC, a facility in Richmond, VA. Davenport & Company LLC serves individual and institutional clients, providing asset management, brokerage, public finance, and investment banking services. The firm’s investment approach includes dedicated portfolio manager teams and a Manager Research group that oversees multiple strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Blake Lewis is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 19 years of industry experience. He has worked at Truist Advisory Services and Truist Investment Services since 2021, and previously held roles at Bb&T Securities and Bbtis from 2012 to 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary manager relationships supported by AI-enabled research tools and emphasizes inter-affiliate integration in its advisory approach.