Eric Shoenfeld is a financial advisor with Prime Capital Financial in Richmond, VA, holding a Series 65 credential and 21 years of industry experience. His prior roles include positions at Financial Engines Advisors and The Mutual Fund Store. Outside of his advisory work, Shoenfeld serves as Treasurer and Trustee for the Richmond Jewish Foundation’s 403(b) plan and has held leadership roles with Jewish Family Services, including President of the Board. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services that include asset management, financial planning, retirement plan trustee services, and family office offerings. The firm employs a range of investment strategies across discretionary and non-discretionary accounts and has affiliated tax and family office practices.

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 in Richmond, VA. His prior roles include positions at Caprin Asset Management, BB&T Securities, and SunTrust Advisory Services. Outside of his advisory work, he serves on several boards including the CFA Society Virginia, the Citizens' Budget Advisory Committee for Chesterfield County, and the Commonwealth of Virginia Debt Capacity Advisory Board. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and a manager-selection program implemented through a combination of discretionary and non-discretionary strategies.

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 advisor with 25 years of industry experience. She has worked at Truist Advisory Services since 2021 and previously held positions at Suntrust Advisory Services, Suntrust Bank, Bb&T Securities, and Scott & Stringfellow. 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 advanced research and inter-affiliate integration.

Alfredo Calvo is a financial advisor with Voya Financial Advisors, Inc., holding the ChFC® designation and Series 63 license, and has 27 years of industry experience. His prior roles include 20 years at Great West Life & Ann Ins Co/Gwfs Equities Inc and two years at Advised Assets Group, LLC. He participates occasionally in consumer opinion surveys outside of his advisory work. Voya Financial Advisors, Inc. is an enterprise-scale firm serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and a range of advisory services through a large network of representatives, employing model portfolios and technology-enabled tools to support both discretionary and non-discretionary account management.

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.

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.

Andrew Beauvais is a financial advisor with Empower Advisory Group in Richmond, VA, holding Series 63 and Series 66 licenses and five years of industry experience. His prior work includes roles at GWFS Equities, Alligator Soul, Home Depot, T. Rowe Price, and Roanoke College. 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 certain retail brokerage account holders. The firm’s integrated model combines proprietary and third-party planning methodologies focused on long-term portfolio returns and client savings rates.

Joseph Wiggins is a CFP®-designated financial advisor with Wealthspire Advisors LLC, bringing 33 years of industry experience. He has held leadership roles at Actuarial Consulting Group, Inc. and ACG Advisory Services, Inc. since 1998 and is the owner of Clover Holdings, LLC, a real estate investment firm. Wealthspire Advisors is an SEC-registered adviser managing approximately $34.3 billion in assets for nearly 9,700 clients, serving individuals, corporations, nonprofits, and pension plans. The firm employs an institutional-style asset allocation framework utilizing a diverse mix of investments, and offers wealth management, retirement-plan consulting, and additional trustee-related services.

Winfred Eddins Jr. 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 2005. Outside of his advisory role, he serves as Treasurer for both the Carrington Court Neighborhood Association and the Richmond Bogies Golf Social Group, and he is a member of the Board of Directors at Willow Oaks Country Club. 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 advisory division offers separately managed accounts, model delivery to third-party platforms, and financial planning, supported by dedicated portfolio manager teams and a Manager Research group.