Yusi Lin is a financial advisor with Truist Advisory Services in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. Lin has been with Truist Advisory Services since 2016 and has worked at affiliated Truist entities since 2013. Outside of advising, Lin serves as a board member of the Central Virginia Chinese School, a nonprofit focused on promoting Chinese and Asian culture through language education and community events. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary and non-discretionary manager relationships supported by third-party platforms, with an emphasis on integrated inter-affiliate service arrangements.

Michael Cook is a financial advisor at OSAIC Institutions, INC. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. His prior firms include Infinex Investments, Inc., where he worked for 18 years, and BI Investments, LLC, where he was employed for 5 years. Outside of his advisory role, he serves as a volunteer firefighter and treasurer for the Powhatan County Fire and Rescue. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure that distinguishes its service and distribution model.

John Middleton is a CFP®, CFA®, and Series 63 licensed financial advisor with 16 years of industry experience. He currently works at Mercer Global Advisors Inc. and previously spent 13 years at Brighton Financial Planning. Outside of his advisory role, he is a member of Deacon Magnolia Properties, a real estate holding company where he participates in financial management. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, and estate planning services. The firm employs a Modern Portfolio Theory-based investment approach using diversified portfolios implemented through ETFs, index funds, separate account managers, direct indexing, and private funds.

Edward Butler is a financial advisor with &PARTNERS, holding a Series 66 designation and 22 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, totaling 15 years at those firms. &PARTNERS serves a diverse client base, including individuals, institutions, and corporations, providing investment management and financial planning services. The firm employs a range of analytical approaches and offers both discretionary and non-discretionary management through proprietary and third-party strategies.

Stephen Shewmake is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has worked with Truist Investment Services and BB&T Securities, and is also the owner of Onward Fitness, LLC, a personal training and exercise business. 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 approaches supported by third-party platforms and an integrated Equity Research and Investment Advisory team.

James Davidson Jr. is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Davenport & Company LLC since 2007. His prior experience includes roles at Citigroup Global Markets and Legg Mason Wood Walker, Incorporated. Outside of his advisory work, he is involved with the Lifelong Learning Institute as an instructor, class facilitator, and board member, focusing on investment and financial planning education. He is also an active musician, playing lead guitar with several local bands in the Richmond area. Davenport & Company LLC serves individual and institutional clients, offering asset management, retail brokerage, fixed income, public finance, and investment banking services. The firm’s Investment Advisory division provides separately managed accounts, model delivery, financial planning, and advisory programs, supported by portfolio manager teams, an Investment Policy Committee, and a Manager Research team.

Robert Moyer is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Wealthspire Advisors. He has been with Wealthspire Advisors since 2024 and concurrently works with ACG Advisory Services since 2007. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, offering wealth management, financial planning, and trustee services. The firm employs a relationship-driven, customized investment approach that emphasizes diversified, institutional-style asset allocation and ongoing portfolio due diligence.

Michael Leslie is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at Truist Advisory Services since 2016 and at Truist Investment Services since 2014. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches integrated with affiliated broker-dealer and bank services.

Deborah Nuttycombe is a financial advisor with Truist Advisory Services who holds Series 63 and Series 66 licenses and has 33 years of industry experience. She has been with SunTrust Advisory Services and SunTrust Investment Services for the past 10 years. Nuttycombe is a part owner of a rental property managed by her husband, though she has no management responsibilities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Omar Kemp is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. He previously worked at Fisher Investments for seven years and had multiple roles in firms including Cetera Investment Services and Foresters Financial Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and offers both point-in-time financial plans and optional managed account solutions.

Christopher Tripp is a financial advisor with Principal Financial Services and holds Series 63 and Series 65 licenses. He has five years of industry experience and has worked at firms including New York Life Insurance Company and Eagle Strategies. Outside of his advisory role, he is the owner of Tripp's Financial, LLC, a business formed to cover administrative expenses and employ his assistant. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and corporations. The firm offers direct advisory programs, financial planning, and access to third-party money managers through various advisory and promoter arrangements.

Robert Weaver Jr. is a ChFC® credentialed financial advisor with 34 years of industry experience, currently with Kestra Advisory. He has held roles at Kestra Investment Services and Kestra Advisory Services since 2026, and previously worked at Commonwealth Financial Network and Cambridge Investment Research. Weaver is also the owner and author at Not Bland, LLC, a publishing entity for novels. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, compliance testing, and plan-level investment advice. The firm serves a diverse client base, including large institutional investors and sovereign wealth funds, and offers access to multiple management platforms and third-party solutions.

Amanda Whately is a financial advisor at D.A. Davidson & Co. with 18 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including SunTrust Advisory Services, BB&T Securities, and Minnesota Life Insurance Company. D.A. Davidson & Co. offers investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm provides services under fiduciary standards with an emphasis on retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

Charles Finfgeld Jr. is a financial advisor at Kestra Advisory with one year of industry experience. He holds the Series 66 designation and has previously worked with Commonwealth Financial Network and InVirtus Wealth Partners. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services including fiduciary consulting, plan-level investment advice, and employee education. The firm manages approximately $79.8 billion in assets and serves a variety of clients, including sovereign wealth funds.

Brian Wallis is a CFP® and holds a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2009 in Richmond, VA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory and investment solutions through a nationwide network of more than 23,000 financial advisors.

Lynne Jennings serves as a Wealth Management Senior Relationship Manager at Fidelity Investments. In her current role, she focuses on providing customized services to sophisticated clients, aiming to support their long-term financial well-being through tailored, high-touch relationships. Her professional experience spans over three decades in the financial industry, including positions such as Vice President and Branch Leader at Fidelity Investments from 2016 to 2022, Senior Relationship Manager at Fidelity Investments from 2010 to 2016, and various trading and account management roles at firms including Wachovia Securities First Clearing Corp, GE Financial Capital Brokerage, Wheat First Union Capital Markets, and Branch Cabell and Co. No information regarding her education, credentials, personal interests, or community involvement has been provided.

Ann Marie Cerullo is a financial advisor at Cetera with a Series 66 designation and three years of industry experience. She previously worked at Johnston Willis Hospital for 19 years before entering the financial services sector. Cerullo also provides operational support at Virginia Asset Management. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, and access to various third-party managers through a multi-manager platform.

Heather Snead is a financial professional with 13 years of industry experience, currently affiliated with Cetera. She holds a Series 66 designation and has held roles at VAM Partners, Virginia Asset Management, Securian Financial Services Inc., and BB&T Securities. Outside of her advisory duties, she serves as Vice President of Compliance and Business Operations at Virginia Asset Management. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser supporting individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with options including discretionary and non-discretionary portfolio management, financial planning, and access to a variety of third-party managers.

Grayson Harris is a financial advisor at Cetera with Series 66 credentials and less than one year of industry experience. He has held roles at Cetera Wealth Services, Virginia Asset Management, and other affiliated entities since 2025. Outside of his advisory work, he serves as an assistant baseball coach for a local travel sports organization. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, and institutional clients with portfolio management, financial planning, and retirement services. The firm offers a multi-manager platform that includes model portfolios, third-party manager selections, and customized strategies across various program structures.

Christopher Kitchen is a CFP® professional with 14 years of industry experience, currently affiliated with Cetera. He has held advisory roles at Virginia Asset Management since 2016 and has experience with Minnesota Life Insurance Co and Securian Financial Services Inc. In addition to his advisory work, he is an insurance agent selling life, health, disability, annuities, and long-term care products, and is a partner in a private equity investment LLC. Cetera Investment Advisers LLC operates a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to affiliated and third-party managers across various program structures.