Melody Glass is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 16 years of industry experience. She previously worked at BB&T Securities and Wells Fargo Clearing before joining Truist. Outside of financial services, she is the author of a children's book titled *Bubbles & Bullies*. 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 uses a combination of discretionary manager relationships and consulting, supported by AI-enabled research tools and a structured manager-selection program.

Blake Hicks is a financial advisor with Commonwealth Financial Network and holds a Series 66 designation. He has seven years of industry experience, including roles at Points Wealth, LLC—which he owns—as well as Colonial River Wealth Management, LPL Financial, and Lions Bridge Financial Advisors. Prior to his advisory career, he worked at the National Center for State Courts. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers a comprehensive adviser platform, including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

David Anderson is a CFP® with 33 years of industry experience and has worked at Davenport & Company LLC since 2001. He serves as a volunteer on the finance committee of Williamsburg Christian Academy and is a director on the board of the nonprofit Heart 2 Help. Davenport & Company LLC serves individual and institutional clients, offering asset management, brokerage, fixed income, public finance, and advisory services. The firm combines a full advisory platform with brokerage capabilities and manages multiple mutual funds and separately managed accounts.

Aaron Clark is a CFP® with four years of experience at First Command Advisory Services, where he currently serves as a financial advisor. His background includes service in the United States Air Force from 1989 to 2022 and work as an independent contractor from 2016 to 2021. He holds the Series 66 designation and is based in Williamsburg, VA. First Command Advisory Services is an SEC-registered investment adviser focusing on individuals, corporate, and charitable clients, with a particular emphasis on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs that utilize model portfolios and third-party managers, with investment decisions made by a centralized Investment Management Team and Wealth Portfolio Managers.

Jordan Barnette is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and two years of industry experience. He has worked at Private Advisor Group and Global Advisor Group/LPL since 2024. Prior to his financial advisory career, Barnette spent ten years with Coastal Church. He is also involved with Care Net Peninsula, providing tax preparation and accounting services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model and utilizes multiple technology platforms and third-party managers to tailor investment strategies.

Thomas Ptachick is a CFP® professional with 12 years of industry experience, currently serving at Davenport & Company LLC since 2010. He holds the Series 66 designation and is based in Williamsburg, VA. Outside of his advisory role, he is involved in managing an office building through The Cutler and Ptachick Group. Davenport & Company LLC serves individual and institutional clients, including banks, pension plans, trusts, and nonprofits, offering a range of services such as asset management, brokerage, and investment advisory. The firm emphasizes portfolio management teams and a research-driven approach across various investment strategies and also acts as adviser to multiple mutual funds.

William Ouzts Sr. is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. He has worked at Truist Advisory Services since 2021 and previously spent time at Bb&T Securities, LLC, and Scott & Stringfellow. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and manager selection programs utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Evelyn Eckstrom is a financial advisor at Davenport & Company LLC with five years of industry experience. She holds a Series 66 designation and has been with Davenport since 2020. Her prior work experience includes roles in healthcare and education sectors. Davenport & Company serves individual and institutional clients such as 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, with dedicated portfolio manager teams and a variety of managed account programs.

Timothy Geiling is a financial advisor at Davenport & Company LLC with two years of industry experience. He holds the Series 66 designation and has a background that includes multiple roles at ConMed Corporation prior to joining Davenport. Davenport & Company serves individual and institutional clients, offering asset management, brokerage, fixed income, public finance, and investment banking services. The firm’s investment approach involves dedicated portfolio managers, an Investment Policy Committee, and a Manager Research team that oversee a variety of strategies including separately managed accounts, mutual funds, ETFs, and unified managed accounts.

William Ouzts is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 15 years of industry experience. Prior to joining Truist in 2021, he worked at Bb&T Securities and Scott & Stringfellow. He is also a member of the Hampton Roads Academy Alumni Council, a nonprofit organization focused on alumni engagement. 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 manager relationships along with third-party platforms to support client needs.

William Boyd is a financial advisor at Davenport & Company LLC in Williamsburg, VA, with 32 years of industry experience. He has been with Davenport since 1994 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved in Modelogic, a modeling and acting company, where he participates in commercials during non-business hours. 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, supported by dedicated portfolio teams and research groups.

Stuart Honenberger is a CFP® with 19 years of industry experience, currently affiliated with Commonwealth Financial Network. He is the owner of Cornerstone Wealth, LLC, and has prior experience at firms including Oikonomos, LLC and Raymond James Financial. Honenberger spends a small portion of his time on fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs, technology, and operational support. The firm offers discretionary model portfolios and customizable investment solutions to retail and institutional clients.

Steadman Knight is a financial advisor at Truist Advisory Services with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Truist and its predecessor entities since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to deliver its investment solutions.

Sheila Powers is a financial advisor at Truist Advisory Services with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Truist and its affiliated firms since 2010, including Bb&T Securities and Truist Investment Services. 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, plan sponsor 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.

Sherri Petefish is a financial advisor at Davenport & Company LLC with 24 years of industry experience. She holds the Series 66 designation and has been with Davenport since 2001. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, estates, nonprofits, and corporations, offering asset management, brokerage, fixed income, public finance, and investment banking services. The firm’s asset management approach includes dedicated portfolio manager teams and an Investment Policy Committee, managing a range of strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Sean Allburn is a financial advisor at Davenport & Company LLC in Williamsburg, VA, holding Series 63 and Series 65 designations with 31 years of industry experience. He has been with Davenport & Company since 2002. Davenport & Company serves individual and institutional clients such as banks, pension plans, trusts, estates, nonprofits, and corporations. The firm offers a range of services including asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services, with a focus on separately managed accounts, model delivery, and mutual funds.

Bridget Doane is a financial advisor at Truist Advisory Services with 13 years of industry experience. She holds the Series 66 designation and has worked at Truist Advisory Services and its predecessor firms since 2013. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary approaches, supplemented by AI-enabled equity research, and emphasizes inter-affiliate integration across its affiliated entities.

Gary Besnier is a financial advisor with Centaurus Financial, Inc. in Williamsburg, VA, holding Series 63 and Series 65 credentials with 24 years of industry experience. He has been with Centaurus Financial since 2011 and has operated as a self-employed advisor since 1996. Besnier also engages in the sale of long-term care and life insurance through Besnier Financial Group. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, trusts, and foundations. The firm offers financial planning, portfolio management via the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, operating both discretionary and non-discretionary arrangements and utilizing a range of analytical approaches.

Brian Mccleskey is a CFA® charterholder with 18 years of industry experience. He currently works at Money Concepts Capital Corp and has held roles at Win Advisors, Inc and CAI Group, LLC. Mccleskey also provides asset allocation models as a sub-advisor and consultant for GWN Securities. Money Concepts Advisory Services offers investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs model-driven and asset-allocation strategies, utilizing both proprietary and third-party portfolios, and manages approximately $4.07 billion in client assets through an extensive network of advisors.

Arnold Csan Jr. is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has been with First Command Advisory Services since 2015 and also with First Command Financial Planning, Inc. since 2014. Outside of his advisory role, he serves as Treasurer for the Skimino Landing Estates Owners Association, handling financial recordkeeping and reporting. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers, utilizing model portfolios built from mutual funds, ETFs, and third-party managed accounts.