James Lersch is a financial advisor at Davenport & Company LLC in Richmond, VA. He holds the Series 66 designation and has been with Davenport since 2024, following nine years at Wells Fargo Bank. Davenport & Company LLC is a privately held, employee-owned firm that provides investment management and brokerage services to a diverse client base, including individuals, institutions, and non-profit organizations. The firm offers a range of services such as asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, utilizing various investment strategies managed by dedicated teams and committees.

Armistead Young IV is a financial advisor with Davenport & Company LLC in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Davenport & Company since 2006. Outside of his advisory work, he serves on the investment committee of FeedMore, a charitable organization. Davenport & Company LLC is a privately held, employee-owned firm providing investment management and brokerage services to individual and institutional clients, including banks, pension plans, trusts, and non-profits. The firm offers a variety of services such as asset management, retail brokerage, fixed income, and financial planning, utilizing dedicated portfolio manager teams and multiple investment strategies.

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 with 25 years of industry experience. He holds Series 63 and Series 66 designations and has been with Davenport since 2006. 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 broad range of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning through various investment vehicles and tailored 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. 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.

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® 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.

Kenneth Barnes is a CFP®-credentialed financial advisor with 16 years of industry experience, currently with Creative Planning. He previously worked at Cetera Wealth Services for 11 years and holds a Series 66 designation. Outside his advisory role, he serves as an account executive in a non-sales capacity at SageView Advisory Group, LLC. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach featuring low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.