Walter Williams is a financial advisor with Davenport & Company LLC in Charlottesville, VA, holding Series 63 and Series 66 designations. He has 7 years of industry experience, including prior work at CIBC World Markets from 1997 to 2022. Davenport & Company serves individual and institutional clients, providing asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. Its Investment Advisory division offers separately managed accounts, model delivery, financial planning, and other advisory programs supported by dedicated portfolio teams and a Manager Research group.

Patrick Carroll is a CFP®, CFA®, and Series 66 credentialed financial advisor with 15 years of industry experience. He currently works at &PARTNERS and has previously been employed by Wells Fargo Clearing, Northwestern Mutual Investment Management, and VSR Financial Services, Inc. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management, financial and tax planning, and retirement-plan consulting through discretionary and non-discretionary strategies, leveraging a combination of fundamental, technical, and quantitative analysis.

Garnett Riddle Jr. is a financial advisor at TIAA-CREF with 31 years of industry experience. He holds Series 66 and Series 63 designations and has worked at TIAA-CREF since 2007, previously serving at BB&T Investment Services, Inc. and Truist Investment Services, Inc. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals and entities with existing employer retirement plan relationships. The firm offers a combination of point-in-time financial planning and ongoing portfolio management, including customized portfolio options and fiduciary services.

Michael Crawley is a financial advisor at Davenport & Company LLC with six years of industry experience. He holds a Series 66 designation and has prior work experience at the University of Virginia and Merkle. Outside of his advisory role, he serves on the Board of Directors for the Nelson County Chamber of Commerce. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, and nonprofits, offering a range of services such as asset management, retail brokerage, fixed income, public finance, and investment banking. The firm’s investment advisory division manages separately managed accounts, model portfolios, and mutual funds through dedicated portfolio teams and research committees.

David Abbey Jr. is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 licenses and three years of industry experience. His background includes roles at MML Investors Services, MassMutual Life Insurance, and work with the Department of Homeland Security and Norfolk Police Department. Concurrent Investment Advisors, LLC is an SEC-registered multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios utilizing ETFs, mutual funds, and other investment vehicles, supported by internal due diligence and a range of operational tools and third-party solutions.

Francis Johnstone is a financial advisor at Davenport & Company LLC with 27 years of industry experience. He holds a Series 66 designation and has been with Davenport since 1998. Outside of his advisory role, he serves as Chairman and part owner of J Boats, Inc. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, nonprofits, and corporations, providing asset management, brokerage, fixed income, public finance, and investment banking services. The firm manages a range of strategies through dedicated portfolio teams and is adviser to six mutual funds.

Caroline Dominguez is a financial advisor with Private Advisor Group, LLC and holds the Series 66 designation. She has six years of industry experience, having worked previously at Ameriprise and Wells Fargo. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and utilizes both proprietary and third-party investment platforms and strategies.

Richard Carroll is a financial advisor at TIAA-CREF with six years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for five years. TIAA-CREF Individual & Institutional Services offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm uses a fiduciary standard for its RIA services and provides access to customized and model portfolio management through various advisory programs.

David Parkinson is a CFA® charterholder with 23 years of industry experience. He is currently with Carson Wealth and CWM, LLC, having previously spent over three decades at Greylin Investment Management Inc. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with more than 650 advisors and approximately $50.6 billion under management. The firm offers discretionary asset management, financial planning, and retirement plan services, employing an Investment Committee that oversees model portfolios and delivers tailored investment solutions through a network of custodial and technology relationships.

Britt Hockenberry is a CFP® with 13 years of industry experience, currently affiliated with Kestra Advisory. Prior to joining Kestra in 2025, Hockenberry worked at LPL Financial and Ameriprise Financial Services. Outside of advisory roles, Hockenberry serves as a notary and is involved in managing invoicing and deposits for a preschool organization. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including services such as fiduciary consulting, plan design, and benchmarking. The firm manages approximately $79.8 billion in assets and serves a broad client base that includes sovereign wealth funds and large institutional investors.

John Hamilton is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 credentials and four years of industry experience. His background includes roles at LPL Financial, BOFA Securities, Bank of America, and a decade of service in the United States Navy. He is also involved with The Legacy Foundation. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model that incorporates multiple investment strategies and technology platforms.

David Posner is a financial advisor at Davenport & Company LLC in Charlottesville, VA, holding the Series 66 designation with 13 years of industry experience. He has been with Davenport since 2012. Outside of his advisory role, he operates Made by Posner, an art and event production business, where he creates and supplies art and production equipment for events. Davenport & Company serves individual and institutional clients, offering asset management, brokerage, fixed income, public finance, and advisory services. The firm’s asset management approach involves dedicated portfolio teams and research specialists, and it manages a range of investment programs including separately managed accounts and mutual funds.

Tyler Lux is a financial advisor at Davenport & Company LLC in Charlottesville, VA, with two years of industry experience. He holds the Series 66 designation and previously spent 20 years at S&P Global. Davenport & Company serves individual and institutional clients, providing asset management, brokerage, fixed income, public finance, and investment banking services. The firm’s advisory platform includes separately managed accounts, model portfolios, and mutual funds managed by dedicated portfolio teams and research staff.

Anthony Arcuri is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at Private Advisor Group since 2015 and was previously with Wells Fargo Clearing from 2007 to 2015. Outside of his advisory role, he is a notary public. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm operates a fiduciary-based model that combines client goal assessment with access to a range of third-party managers and proprietary investment platforms.

Thomas Jackson is a CFP® certificant with five years of industry experience, currently serving as a financial advisor at Kestra Advisory Services. His prior experience includes roles at LPL Financial and Carroll Financial, as well as positions outside the financial sector and in education. He holds the Series 66 designation and operates from Charlottesville, VA. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base that includes plan sponsors, institutional investors, and individuals. The firm offers services such as fiduciary consulting, plan design, employee education, and advisor-managed accounts, supporting investments with thorough due diligence and offering access to a wide range of management platforms and third-party solutions.

Crystal Martin is a financial advisor at &PARTNERS with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing, Wachovia Bank, N.A., and Morgan Stanley Dw Inc. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management, financial and tax planning, and ERISA 3(21) consulting through both discretionary and non-discretionary approaches, utilizing a mix of fundamental, technical, and quantitative analysis.

Judy Esau is a financial advisor with Private Advisor Group, LLC, holding the ChFC® and Series 63 credentials and bringing 42 years of industry experience. Her prior roles include 22 years at Lincoln Investment and ongoing positions with Private Advisor Group since 2012 and LPL Financial since 2011. She is also involved with Breakthrough Insurance Group providing non-variable insurance services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model that incorporates a variety of investment strategies and leverages proprietary and third-party technology platforms and managed account solutions.

Robert Forsyth is a financial advisor with Davenport & Company LLC in Charlottesville, VA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Davenport & Company since 1990 and the firm’s registered investment advisory division since 1997. Outside of his advisory role, he serves as President of the Pointe Condominium Unit Owners Association, overseeing the association’s financial and physical obligations. Davenport & Company serves individual and institutional clients with services including asset management, retail brokerage, fixed income, public finance, and investment banking. The firm employs dedicated portfolio manager teams and a Manager Research team to construct and monitor investment strategies across various managed account platforms and mutual funds, operating as an employee-owned company with a history dating back to 1863.

Lewis Martin IV is a financial advisor at Commonwealth Financial Network based in Charlottesville, VA. He holds a Series 65 designation and has six years of industry experience, previously working at Cooley & Associates, PLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing about $212.7 billion in client assets. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.

Leslie Arcuri is a financial advisor with Principal Financial Services in Charlottesville, VA, holding Series 63 and Series 65 licenses and 33 years of industry experience. Their career includes over two decades with Principal Securities and Principal Life Insurance Co. Arcuri serves as Treasurer of the Briarwood Phase III Home Owners Association. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money managers through various advisory and promoter arrangements.