James Lersch is a financial advisor at Davenport & Company LLC with one year of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Bank for nine years. 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 approach includes separately managed accounts, model portfolios, and mutual funds, supported by dedicated portfolio manager teams and research professionals.

Armistead Young IV is a financial advisor at Davenport & Company LLC in Richmond, VA, with 32 years of industry experience. He has been with Davenport since 2006 and holds Series 63 and Series 65 licenses. Young serves on the investment committee of FeedMore, a charitable organization. Davenport & Company LLC provides asset management, retail brokerage, fixed income, public finance, and investment banking services to individual and institutional clients. The firm offers separately managed accounts, financial planning, and advisory programs, and manages several mutual funds and fixed-income strategies through dedicated portfolio teams and research groups.

Jonathon Fant is a financial advisor at Truist Advisory Services with a Series 65 designation and one year of industry experience. His prior roles include positions at Truist Bank, Scott+Scott Attorneys at Law, Virginia Military Institute, and Colonial Forge High School. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting to implement its advice.

Eric Shoenfeld is a financial advisor with Prime Capital Financial in Richmond, VA, holding a Series 65 designation and bringing 20 years of industry experience. He has worked at Prime Capital Investment Advisors, Financial Engines Advisors, and Tmfs Advisors. Shoenfeld serves as Treasurer and Trustee for the Richmond Jewish Foundation’s 403(b) plan and has held leadership roles with the Jewish Family Services, including serving as president of the board. Prime Capital Financial is an enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, and third-party manager selection. The firm employs a range of investment strategies and offers specialized family office services along with affiliated accounting and tax advisory capabilities.

Gregory Cappel is a financial advisor with Money Concepts Capital Corp in Richmond, VA, holding Series 63 and Series 65 licenses and having 36 years of industry experience. He has been with Money Concepts Capital Corp since 2002. Outside of his advisory role, he owns Priority Planning Financial LLC and is the managing member of JVHC-Cappel LLC, both non-investment related businesses. Money Concepts Advisory Service (MCAS) provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm uses a variety of managed programs and investment strategies, including model portfolios and third-party sub-advisers, serving approximately 14,700 clients with around $3.33 billion in assets under management.

Van Dyke Jones II is a financial advisor at Davenport & Company LLC in Richmond, VA, with 26 years of industry experience. He has been with Davenport since 2006 and holds Series 63 and Series 66 designations. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, estates, nonprofits, and corporations, providing a range of services such as asset management, retail brokerage, public finance, and investment banking. The firm’s asset management approach involves dedicated portfolio manager teams and a Manager Research team, offering various advisory programs and managing multiple mutual funds and fixed-income strategies.

Harold Hughey is a CFA® charterholder with 20 years of industry experience, currently serving as a financial advisor at Truist Advisory Services. He has worked with Truist and its predecessor firms since 2015, including BB&T Securities and SunTrust Advisory Services. Outside of his advisory role, he serves on several boards, including the Chesterfield County Citizens' Budget Advisory Committee, the CFA Society Virginia Board of Directors, and the Commonwealth of Virginia Debt Capacity Advisory Board. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plans, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enhanced research and significant inter-affiliate integration.

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.

Jessi Burkey is a financial advisor with Truist Advisory Services, holding a Series 66 designation and bringing 21 years of industry experience. She has worked at Truist Investment Services and BB&T Securities, with a combined tenure at her current firm since 2014. 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 and non-discretionary approaches, supported by third-party platforms and AI-enhanced research, with a notable level of inter-affiliate integration across its services.

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.

Jayne Di Vincenzo is a financial advisor with Kestra Advisory Services, LLC, holding CFP® and ChFC® designations and bringing 27 years of industry experience. She has worked at Kestra since 2021 and previously held roles at Cambridge Investment Research Advisors, Colonial River Wealth Management, and LPL Financial. Di Vincenzo serves on the board of Step Up Savannah and is secretary of International Friends of Animals in Developing Countries. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets, serves large institutional investors including sovereign wealth funds, and supports complex investment solutions within a comprehensive supervisory framework.

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.