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 at Oppenheimer with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Oppenheimer since 2011. The firm serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. Oppenheimer provides a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

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 long-term roles at Scott & Stringfellow, Inc. and Bb&T Securities, LLC, along with his current position at Truist since 2013. 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 platform arrangements.

Aleeyah Richie is a financial advisor with Empower Advisory Group in Richmond, VA, holding Series 63 and Series 65 licenses and three years of industry experience. Her prior work includes roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Outside of advising, she is involved in residential real estate through ownership of a property investment business. 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 select retail brokerage clients. The firm’s approach integrates proprietary planning methodologies with recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

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.

Amber Westbrook is a financial advisor at Truist Advisory Services with seven years of industry experience. She holds a Series 66 designation and has previously worked at BB&T Securities and Dingman Financial Service. Before entering the financial sector, she spent a year in freelance event management. 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 and non-discretionary consulting, utilizing third-party platforms and AI-enabled equity research tools to support its investment approach.

Carl Ramsey is a Certified Financial Planner (CFP®) with 22 years of industry experience. He has been with Davenport & Company LLC since 2008. Davenport & Company LLC is a privately held, employee-owned firm that provides investment management and brokerage services to individual and institutional clients, including banks, pension plans, trusts, and nonprofit organizations. The firm offers a broad range of services such as asset management, financial planning, and public finance, with investment decisions made by dedicated portfolio manager teams supported by an Investment Policy Committee.

Amanda St John is a financial advisor with Davenport & Company LLC in Richmond, VA. She holds Series 63 and Series 65 licenses and has 20 years of industry experience, all with Davenport since 2006. Davenport & Company LLC is a privately held, employee-owned firm providing investment management and brokerage services to individual and institutional clients. The firm offers a broad range of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning through various account types and strategies managed by specialized teams and committees.

John Sullivan is a CFP® and ChFC® professional with 23 years of experience in the financial services industry. He has been with Truist Advisory Services since 2016 and also holds a role at Truist Investment Services starting in 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and AI-enabled research tools, to deliver its investment solutions.

Amanda Meeker is a financial advisor at Davenport & Company LLC in Richmond, VA. She holds a Series 66 designation and has been with Davenport since 2024. Prior to joining the firm, her experience includes positions as a student and a role at Carney's. Davenport & Company LLC is a privately held, employee-owned firm that provides investment management and brokerage services to individual and institutional clients. The firm offers a wide range of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, with investment decisions made by dedicated portfolio manager teams supported by an Investment Policy Committee.

Steven Scheuermann is a financial advisor at Valic Financial Advisors with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at ICMA-RC and Atlantic Specialty Lines. Outside of finance, he owns Second Gear Design, a craft business that creates artwork from recycled bicycle parts. Valic Financial Advisors serves primarily U.S. individual clients, including high net worth and ultra-high net worth individuals, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors and utilizes centralized technology and model solutions.

Tyler Clark is a financial advisor at Davenport & Company LLC in Richmond, VA, holding Series 66 and Series 63 licenses with three years of industry experience. Prior to joining Davenport & Company, he worked at Envestnet MoneyGuide for six years. Davenport & Company serves individual and institutional clients, providing asset management, brokerage, fixed income, public finance, and investment banking services. The firm’s advisory division offers separately managed accounts, model delivery, financial planning, and other programs supported by dedicated portfolio teams and a Manager Research group.

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.

Matthew Clark is a financial advisor at PlanMember Securities Corporation with 11 years of industry experience. He holds the Series 66 designation and has worked at Virginia Retirement Specialists, Inc., PlanMember Securities Corporation, GWN SECURITIES, Inc., and Financial U. Clark operates a self-employed insurance sales and services business alongside his advisory role. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach and manages unitized, risk-based mutual fund portfolios ranging from conservative to aggressive.

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 been with Davenport since 2017, with a brief employment gap in 2018, and has prior experience working at Pocahontas State Park and Virginia Tech. Davenport & Company serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations, offering a range of investment and advisory services. The firm combines an affiliated broker-dealer with a comprehensive advisory platform and manages multiple mutual funds and fixed-income strategies.

Christopher Pearson is a CFA® charterholder with 19 years of industry experience. He has been with Davenport & Company LLC in Richmond, VA since 2006. He serves as a director of The Pearson Family Foundation, where he has a limited role in investment decision-making. Davenport & Company LLC is a privately held, employee-owned firm that provides investment management and brokerage services to individual and institutional clients. The firm offers a range of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, utilizing dedicated portfolio teams and multiple investment strategies tailored to client objectives.

Kylie Roman is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC since 2024. Prior to this, she held advisory roles at Truist Advisory Services and BB&T Securities from 2014 to 2024. Rockefeller Financial LLC provides wealth management, financial planning, and portfolio management services to ultra-high and high-net-worth individuals, families, and institutions. The firm integrates wealth, trust, and insurance capabilities and offers access to alternative and private investments through a distinctive ownership and distribution structure.

Coleman Wortham III is a financial advisor at Davenport & Company LLC in Richmond, VA, holding Series 63 and Series 65 licenses with 56 years of industry experience. He has been with Davenport & Company since 1969. Wortham serves as a trustee of the Children’s Hospital Foundation and is a director of Green Tops Sporting Goods, a hunting and sporting goods store. Davenport & Company LLC is a privately held, employee-owned firm that provides investment management and brokerage services to individual and institutional clients. The firm offers a range of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, delivered through multiple strategies and tailored client solutions.

Eric Wolf is a financial advisor at Private Advisor Group, LLC with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Charles Schwab and LPL Financial. Mr. Wolf is also licensed to sell insurance and may recommend insurance products on a commission basis, separate from his advisory services. Private Advisor Group manages over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm provides discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs and separately managed account strategies.