Michael Hofmeister is a CFP® with 10 years of industry experience currently advising at Rockefeller Financial LLC. He previously held roles at Truist Advisory Services, Truist Investment Services, and BB&T Securities. 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 offers a range of portfolio management and financial planning services, operating as both a registered investment adviser and broker-dealer with capabilities in securities transactions, variable insurance products, placement, and investment banking.

John Lewis is a financial advisor at Rockefeller Financial LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Truist Advisory Services, Truist Investment Services, and BB&T Securities. Lewis serves on the boards of The Faison Centers for Excellence and the Massey Cancer Center, and he is a member of VA CEOs, a business organization for local business owners. 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 offers discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, placement, and investment banking services.

Samantha Pardee is a financial advisor at Truist Advisory Services with 12 years of industry experience. She holds a Series 66 designation and has held various roles within Truist and its predecessor firms since 2014. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, participant advice, and a manager-selection program implemented through a combination of discretionary and non-discretionary approaches, supported by third-party platform and manager arrangements.

Evan Gilbert is a CFA® charterholder and holds the Series 66 designation. He has eight years of industry experience and has worked at Davenport & Company LLC since 2017. Prior to joining Davenport, he was employed at the Virginia Military Institute for four years. Davenport & Company LLC serves individual and institutional clients, including banks, pension plans, trusts, nonprofits, and corporations. The firm offers a range of services such as asset management, retail brokerage, fixed income, public finance, and investment banking, with a portfolio management structure that includes dedicated teams and an Investment Policy Committee.

Matthew Campbell is a financial advisor with Truist Advisory Services, holding a Series 65 credential and bringing 23 years of industry experience. He has worked at Truist Advisory Services since 2021 and has prior experience with Bb&T Securities, LLC and Scott & Stringfellow, Inc. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager relationships alongside AI-enabled tools for research and manager oversight.

Devon Cury is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses, with 32 years of industry experience. He has worked extensively with Park Avenue Securities and the Guardian Life Insurance Company since 2016 and was previously employed at Equitable Advisors for nine years. Outside of his advisory duties, Cury serves as president of NeXco National, a networking group. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of brokerage, financial planning, and investment advisory services, combining proprietary and third-party strategies.

Catherine Elrod is a financial advisor with Rockefeller Financial LLC holding a Series 66 designation and 21 years of industry experience. She previously worked at Truist Investment Services, Inc. and Wells Fargo Advisors, including Wells Fargo Clearing. 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 offers both discretionary and non-discretionary portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services.

Merrill Cann is a financial advisor at Davenport & Company LLC with 21 years of industry experience. He holds the Series 66 designation and has been with Davenport since 2004. Davenport serves individual and institutional clients, including banks, pension plans, trusts, nonprofits, and corporations, offering asset management, retail brokerage, fixed income, public finance, and investment banking services. The firm’s asset management combines dedicated portfolio teams, research, and an Investment Policy Committee to manage a range of strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Timothy Judge is a financial advisor at Truist Advisory Services in Richmond, VA, holding Series 65 and Series 63 licenses with nine years of industry experience. His career includes roles at Truist Investment Services, BB&T Securities, and First Citizens Bank and Investor Services. 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 supported by third-party platforms and AI-enabled research tools.

John Mc Ketta is a Series 66-licensed financial advisor at Janney Montgomery Scott with 19 years of industry experience. He previously worked at Raymond James & Associates, Bank of America, and Merrill. He serves as a board member for Richmond Little League, assisting with sponsorship and organizing the Japan Baseball Exchange Program. Janney Montgomery Scott is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets, serving a diverse client base including individuals, families, trusts, and institutional clients through a combination of in-house and third-party portfolio management across multiple wrap programs and advisory services.

Jeffrey Omohundro is a CFA® charterholder with 34 years of industry experience and has been with Davenport & Company LLC since 2012. He serves as a board member of the CFA Society of Virginia. Davenport & Company LLC provides asset management, brokerage, and advisory services to individual and institutional clients, managing strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Patrick Breen is a financial advisor with Truist Advisory Services, holding a Series 66 designation and bringing 11 years of industry experience. He previously worked at UBS Financial Services for 12 years before joining Truist. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms, with a focus on inter-affiliate integration and oversight.

Roman Pickering is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. He has been associated with SunTrust Advisory Services since 2016 and with related SunTrust entities since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary strategies supported by third-party platforms and AI-enabled research tools.

John Emison is a financial advisor at Guardian Life with a Series 66 credential and one year of industry experience. His career includes roles at Park Avenue Securities and Guardian Life since 2025, following six years at John Van Der Hyde and Northwestern Mutual Investment Services LLC. Guardian Life’s affiliate, Park Avenue Securities LLC, operates as a dually registered broker-dealer and SEC-registered investment adviser, serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of brokerage services, financial planning, and advisory programs with both discretionary and non-discretionary options.

Conrad Robinson is a financial advisor at Davenport & Company LLC with six years of industry experience. He holds a Series 66 designation and has worked at Davenport since 2022, following roles at Truist Investment Services, BB&T Securities, and Virginia Credit Union. Davenport & Company serves individual and institutional clients including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations. The firm offers asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services through dedicated portfolio manager teams and an experienced research staff.

Thomas Vlahakis is a financial advisor with Centaurus Financial, Inc., holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Centaurus Financial since 2002. Outside of his advisory role, he serves as president of Vlahakis Financial Inc. and is involved in health insurance and employee benefits through The Capital Group. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers a range of financial planning and portfolio management services with both discretionary and non-discretionary arrangements, utilizing multiple analytical approaches and model overlay programs.

Hylah Ballowe is a financial advisor at Davenport & Company LLC in Richmond, VA, with 31 years of industry experience. She has been with Davenport & Company since 2000 and holds Series 63 and Series 65 credentials. Outside of her advisory role, she serves on the board of The Country Club Club of Virginia, participating in athletics and racquet sports committees. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, estates, nonprofits, and corporations, offering asset management, brokerage, public finance, and investment advisory services. The firm’s approach includes dedicated portfolio manager teams and an Investment Policy Committee that oversees various investment strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Jack Heyl is a financial advisor at Janney Montgomery Scott with 47 years of industry experience. He has been with Janney Montgomery Scott since 2009 and holds Series 63 and Series 66 licenses. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, consulting, and advisory services.

Bradley Ostermann is a financial advisor with Truist Advisory Services in Richmond, VA, holding a Series 66 designation and four years of industry experience. His prior experience includes roles at Wells Fargo Advisors and Allegis Group (Aerotek). Outside of his advisory work, he is an active baseball umpire, officiating games at youth, high school, and local adult league levels. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a mix of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enhanced research, with a distinctive approach involving inter-affiliate integration across affiliated broker-dealer and bank services.

Philip Janney is a financial advisor with Janney Montgomery Scott in Richmond, VA, holding a Series 66 designation and bringing 21 years of industry experience. He has been with Janney Montgomery Scott for 15 years. Outside of his advisory role, he owns SullyReve Holdings LLC, a real estate business. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, estates, corporate and retirement plan sponsors, and municipalities, offering brokerage services, financial planning, consulting, and various advisory programs.