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. Her career includes roles at UBS Financial Services Inc., The Hardshell, and Roan prior to joining \u0026PARTNERS. \u0026PARTNERS serves a diverse range of clients, including individual investors, retirement plans, charitable organizations, and sovereign wealth funds. The firm provides investment advisory and brokerage services, utilizing both proprietary and third-party portfolio management strategies across fundamental, technical, and quantitative analyses, and engages in a combination of advisory, brokerage, and municipal advisory activities.

Lauren Hershey is a financial advisor at Rockefeller Financial LLC with four years of industry experience. She holds a Series 66 designation and has previously worked at Truist Investment Services, Inc. and BB&T. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients. The firm offers portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform that includes discretionary, non-discretionary, and model-delivery solutions across various asset classes.

William Kavanagh is a Series 66-licensed financial advisor with Oppenheimer, where he has worked since 2012. He has 26 years of industry experience. Outside of his advisory role, he serves as a trustee managing the Carol K. Thompson Irrevocable Trust. Oppenheimer serves a broad client base including individuals, corporations, pension plans, and charitable organizations. The firm offers advisory and brokerage services with an investment approach that includes strategic and tactical asset allocation, manager selection, and a variety of mutual fund, ETF, fixed-income, and equity strategies.

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 26 years of industry experience, currently with Voya Financial Advisors, Inc. since 2019. He previously worked at Advised Assets Group, LLC and Great West Life & Ann Ins Co/Gwfs Equities Inc. Calvo participates voluntarily in consumer opinion surveys outside of his advisory work. Voya Financial Advisors, Inc. offers investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base that includes individuals, charitable organizations, corporations, and plan sponsors. The firm employs a mix of model portfolios and manager-driven strategies, providing both discretionary and non-discretionary investment programs alongside an active broker-dealer distribution model.

Alec Gilliam is a CFP® professional with seven years of industry experience, currently serving as an advisor at Hornor, Townsend & Kent, LLC. His prior experience includes roles at Northwestern Mutual Wealth Management and other financial services firms. He has also been involved with the Colonial Williamsburg Foundation for over a decade. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, offering custody, execution, and brokerage alongside investment advice.

Thomas Valenza is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Ropewalk and Iron Horse Restaurant, as well as positions in education at Randolph-Macon College and Glenelg High School. 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, with investment decisions managed by dedicated portfolio teams and supported by regular committee reviews.

Keith Muth is a CFP® and CFA® with 29 years of experience in financial services. He is currently with Private Advisor Group, LLC and has held positions at Watch Hill Financial, Inc., Mariner Independent Advisor Network, LLC, and Select Brokers, LLC, among others. He is also the owner of Muth Financial LLC, an accounting firm, and serves as an independent notary public. Private Advisor Group serves individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through various advisory programs and third-party asset managers. The firm employs a range of analytical approaches and provides access to multiple investment platforms and services.

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.

Joseph Wiggins is a CFP® with over 32 years of experience in financial advisory roles. He is currently with Wealthspire Advisors and has held leadership positions, including President, at Actuarial Consulting Group, Inc. and ACG Advisory Services, Inc. since 1998. Outside of his advisory work, he owns Clover Holdings, LLC, a real estate investment firm, where he provides financial management. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, offering customized wealth management and financial planning services. The firm employs a relationship-driven approach and institutional-style asset allocation, utilizing a mix of mutual funds, ETFs, private funds, and Separate Account Managers.

Winfred Eddins Jr. is a financial advisor at Davenport & Company LLC with 20 years of industry experience. He holds a Series 66 designation and has been with Davenport since 2005. Outside of his advisory role, he serves as treasurer for two local organizations and is a member of the board of directors at Willow Oaks Country Club. 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, with investment strategies managed by dedicated portfolio teams and overseen by multiple committees.

Harrison Geho is a financial advisor at Davenport & Company LLC in Richmond, VA. He holds a Series 66 designation and joined Davenport in 2025 after seven years at Oracle Denver and four years at Elon University. 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 non-profit organizations. The firm offers a broad range of services, including asset management, retail brokerage, fixed income, investment banking, and financial planning, with investment decisions made by dedicated portfolio teams and overseen by multiple committees.

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 financial advisor at Truist Advisory Services with 21 years of industry experience. She holds a Series 66 designation and has been with SunTrust Investment Services since 2004. 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, implementing advice through a combination of discretionary and non‑discretionary approaches supported by third‑party platforms and AI-enabled research.

Andrew Jones is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has seven years of industry experience. Jones has worked at Bankers Life Securities since 2018 and Bankers Life & Casualty since 2011. In addition to his advisory role, he manages a team of agents as a Branch Sales Manager, overseeing hiring and training. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, periodic rebalancing, and a combination of fundamental, technical, and cyclical analysis in its investment approach.

Cynthia Call is a financial advisor with Davenport & Company LLC in Richmond, VA, holding a Series 66 designation and seven years of industry experience. She has been with Davenport & Company since 2015. Outside of her advisory role, she serves as treasurer and secretary for The Derby Homeowners Association, managing financial and administrative responsibilities. Davenport & Company LLC is an employee-owned firm providing investment management and brokerage services to individual and institutional clients. The firm offers a variety of investment strategies and financial planning services, supported by dedicated portfolio management teams and structured oversight committees.

Patrick Finch is a financial advisor with PNC Wealth Management in Mechanicsville, VA, holding a Series 66 designation and eight years of industry experience. His prior experience includes roles at Truist Advisory Services, BB&T Securities, and public sector positions with Richmond City and Henrico County. PNC Wealth Management offers retail brokerage and advisory services through model-based investment programs, including a proprietary digital discretionary model account available by invitation to PNC Bank employees. The firm utilizes algorithm-driven portfolio strategies implemented with mutual funds and ETFs, with third-party delegation for portfolio execution and proxy voting.

Richard Dolan III is a financial advisor with Davenport & Company LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Davenport & Company since 1993. Outside of his advisory role, he is a minority owner of Beaver LLC, a non-investment related facility in Richmond, VA. 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 variety 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.