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.

David Evans is a financial advisor at Integrity Alliance, LLC, holding a Series 65 designation. He has been with Integrity Alliance since 2026 and has 18 years of experience in the insurance industry through Evans Insurance. He also owns Evans Advisory Group, which operates as the securities arm of his practice, keeping his investment and insurance services separate. Integrity Alliance, LLC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisors. The firm offers a range of investment management and consulting services, utilizing both advisor-managed and model-based portfolios with various asset allocation strategies.

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.

Lucy Hooper is a financial advisor with Davenport & Company LLC in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. She has been with Davenport since 1981. Outside of her advisory role, Hooper serves as Chair of the Investment Committee for Randolph College, co-treasurer of Grace Church in Kilmarnock, VA, and Chair of the Board and Trustee for Randolph-Macon Academy. Davenport & Company serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations, offering asset management, brokerage, fixed income, public finance, and investment advisory services. The firm organizes asset management around portfolio manager teams and research, managing separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Matthew Rubin is a financial advisor with Eagle Strategies (NY Life) in Glen Allen, VA, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has been with Eagle Strategies since 2021 and has worked with Nylife Securities LLC and New York Life Insurance Company since 2013. Rubin serves as a board member of the FORE Foundation, assisting with fundraising and coordinating local community charity events. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of its assets managed on a non-discretionary basis.

Kenneth Gregory is a financial advisor at Davenport & Company LLC in Richmond, VA, holding Series 63 and Series 65 licenses with 43 years of industry experience. He has been with Davenport & Company for 37 years. Outside of his advisory role, he serves as Treasurer of the Fishing Bay Yacht Club and is involved with River Road Presbyterian Church as a Finance Committee member and Endowment Fund trustee. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, and nonprofits, offering asset management, brokerage, fixed income, public finance, and investment banking services. The firm manages portfolios through dedicated teams and oversees multiple mutual funds and fixed-income strategies.

John Ackerly IV is a CFA® charterholder with 32 years of industry experience. He has been with Davenport & Company LLC in Richmond, VA since 1994. Ackerly serves as a finance committee member and board member for St. Joseph’s Villa, a children's nonprofit organization. Davenport & Company LLC serves individual and institutional clients, including banks, pension plans, trusts, estates, nonprofits, and corporations. The firm offers asset management, retail brokerage, fixed income, public finance, and advisory services through dedicated portfolio teams and a Manager Research group.