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.

Edward Grosso is a CFP® professional with 26 years of experience in financial advising. He is currently with Steward Partners Investment Advisory, LLC and has held roles at Steward Partners Investment Solutions, Raymond James Financial Services, and Wells Fargo Advisors. Grosso is also the owner of Webster Grosso Wealth Management, a support company based in Midlothian, VA. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves a diverse client base including individuals, pension plans, corporations, trusts, and charitable organizations, offering a range of investment advisory and financial planning services with both discretionary and non-discretionary portfolio management options.

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 with 27 years of industry experience. He has been with Davenport & Company LLC since 2019 and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 through multiple investment strategies and tailored account management.

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 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.

Gary Wilson is a financial advisor with Commonwealth Financial Network based in Richmond, VA. He holds a Series 66 designation and has eight years of industry experience. Prior to joining Commonwealth and InVirtus Wealth Partners in 2022, he worked at Edward Jones from 2017 to 2022. Outside of his advisory role, he owns Wilson Wealth Management, LLC. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, including discretionary model portfolios and personalized indexing, while providing operational and compliance support to affiliated advisors.

Richard Jones IV is a financial advisor at Davenport & Company LLC in Richmond, VA, holding Series 63 and Series 65 licenses with 42 years of industry experience. He has been with Davenport & Company LLC since 1999. He also serves as a trustee for the R Walter Jones Trust. 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 through various managed accounts and investment products.

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.

Thomas Ferguson is a financial advisor at Davenport & Company LLC with 23 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Davenport since 2019, previously working five years at Caprin Asset Management. Ferguson serves as a board member for Henrico CASA, participating in board and committee meetings. Davenport & Company serves individual and institutional clients, offering asset management, brokerage, fixed income, and advisory services. The firm manages portfolios through dedicated teams and provides a range of investment programs, including separately managed accounts and mutual funds.

Joseph Yano is a financial advisor with Truist Advisory Services in Richmond, VA, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. His career includes roles at SunTrust Advisory Services and SunTrust Investment Services before joining Truist Advisory Services and Truist Investment Services in 2025. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, participant advice, and a manager‑selection program that utilizes both discretionary and non‑discretionary strategies supported by third‑party platform and manager arrangements.

Patricia Branch is a CFP® and ChFC® with 15 years of industry experience, currently serving at Eagle Strategies (NY Life) since 2018. She has held roles with Nylife Securities LLC and New York Life Insurance Company since 2012. Branch is a board member of the Children's Hospital Foundation in Richmond, supporting its programs and participating in gift shop activities. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of advisors. The firm offers multiple advisory programs tailored to client objectives and maintains a predominantly non-discretionary asset base.

Sarah Grammer is a financial advisor at Davenport & Company LLC in Richmond, VA. She holds a Series 66 designation and has been with Davenport since 2022. Prior to joining the firm, she worked at the Virginia Department of Health and has experience in the food service industry. Davenport & Company serves individual and institutional clients, offering asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s investment advisory division provides separately managed accounts, model delivery to third-party platforms, financial planning, and other advisory programs.

David Leuschen is a financial advisor with Commonwealth Financial Network in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at Commonwealth Financial Network since 2009 and operates Retirement & Estate Investment Services, a private entity facilitating securities, advisory, and insurance business. Additionally, he serves as a durable power of attorney, executor, and trustee for a non-familial individual. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a range of advisory programs and services, including wealth management and retirement plan consulting. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, enabling advisors to offer customized investment solutions under Commonwealth’s supervision.

Austin Mcelroy is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and 14 years of industry experience. His career includes roles at SunTrust Advisory Services and Truist Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a mix of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration with affiliated broker-dealers and Truist Bank.

Kimberly Blanchard is a financial advisor at Davenport & Company LLC in Richmond, VA, with 32 years of industry experience. She has been with Davenport & Company since 1998 and holds Series 63 and Series 65 licenses. 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, with investment decisions made by portfolio manager teams supported by an Investment Policy Committee.

Ryan Poland is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Davenport & Company LLC since 2015. He holds the Series 66 designation and is based in Fredericksburg, VA. Davenport & Company LLC is a privately held, employee-owned firm offering investment management and brokerage services to individual and institutional clients. The firm provides a range of services including asset management, financial planning, public finance, and advisory solutions delivered through various investment vehicles and managed by dedicated portfolio teams.