Erin Fuselier is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 22 years of industry experience. Prior to joining Truist in 2023, she worked at Virginia Asset Management and Securian Financial Services from 2019 to 2023, and BB&T Securities from 2015 to 2019. Outside of her advisory role, Erin teaches group fitness classes at Gold's Gym and the Burkwood Recreation Association in Richmond, VA. 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 with non-discretionary consulting and uses third-party platform arrangements to support its AMC Advantage manager-selection program.

Matthew Efland is a financial advisor at Focus Partners Wealth, LLC in Richmond, VA. He holds a Series 65 designation and has experience working in various industries, including four years at Wade Trim and two years at Columbia Gas of Virginia prior to joining Focus Partners. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds.

Harrison Geho is a financial advisor at Davenport & Company LLC in Richmond, VA, with 32 years of industry experience. He has been with Davenport since 2000 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved as president of the Wrights Island Game Association, a recreational property for hunting, camping, and fishing. Davenport serves individual and institutional clients, including banks, pension plans, trusts, and nonprofits, providing asset management, brokerage, financial planning, and advisory services. The firm operates through dedicated portfolio manager teams and offers a range of investment strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Harry Byrd IV is a financial advisor at Truist Advisory Services with 24 years of industry experience. He holds a Series 66 designation and has worked at Truist Advisory Services since 2021, after previously serving at Bb&T Securities and Scott & Stringfellow. Outside of his advisory work, Byrd serves as a board member for Winchester Cold Storage and as treasurer for the Virginia Capitol Foundation. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager relationships supported by third-party platforms and AI-enabled research tools.

Carl Modecki Jr. is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and 18 years of industry experience. His prior roles include positions at CitiGroup Global Markets, Wells Fargo Bank, and First Citizens Investor Services. Outside of his advisory work, he serves as Chair of the Henrico County Republican Committee. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a blend of discretionary and non-discretionary approaches and integrates third-party manager platforms, supported by AI-enabled equity research and supervisory oversight.

Richard Crittenden Jr. is a financial advisor with Janney Montgomery Scott in Richmond, VA, holding Series 63 and Series 65 licenses and 42 years of industry experience. He has been with Janney Montgomery Scott since 2009. Janney Montgomery Scott LLC is a large, dually registered 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, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, consulting, and advisory services through a combination of in-house and third-party portfolio management.

Jeremy Kuhlen is a CFP® and holds a Series 65 license, with 22 years of experience in the financial advisory industry. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group LLC, CapGroup Advisors, Mentor Wealth Management, and Wealthcare Capital Management LLC. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a comprehensive range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Shane Cason is a CFP® and holds a Series 66 license with 24 years of experience in the financial industry. He has worked at Davenport & Company LLC since 2017, following prior roles at Bank of America and Merrill. Davenport & Company serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations. The firm offers a range of services such as asset management, retail brokerage, public finance, and investment banking, with a portfolio management approach supported by dedicated teams and an Investment Policy Committee.

Bobby Carder is a CFA® charterholder with three years of industry experience, currently serving as a financial advisor at Truist Advisory Services. He previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA, where he spent over two decades. Carder serves as a trustee and finance committee member for the VCU Foundation and is a board member of Caritas, a nonprofit focused on homelessness and addiction in central Virginia. 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 with non-discretionary consulting and uses third-party platforms and research tools to support manager selection and oversight.

Katherine Schiefelbein is a financial advisor at Janney Montgomery Scott with eight years of industry experience. She holds a Series 66 designation and has previously worked at Truist Advisory Services, Truist Investment Services, and BB&T Securities. 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 diverse client base, offering brokerage, financial planning, consulting, and multiple advisory programs that combine in-house and third-party portfolio management.

Anne Cole is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation with three years of industry experience. She has been with Davenport & Company since 2019 and previously worked for Meijer from 2011 to 2019. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, and nonprofits, providing asset management, brokerage, public finance, and investment advisory services. The firm’s investment approach involves dedicated portfolio manager teams and multiple managed account solutions, as well as serving as adviser to six mutual funds.

Cynthia Marsteller is a financial advisor with &Partners who holds Series 63 and Series 65 credentials and has 40 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. She serves as a trustee and chair of development for the George C. Marshall Foundation. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, and institutions, offering investment management and financial planning through both discretionary and non-discretionary approaches. The firm uses a blend of fundamental, technical, and quantitative analysis alongside proprietary and third-party strategies.

Scott Sterrett is a financial advisor with First Citizens Investor Services, Inc. in Richmond, VA. He holds Series 65 and Series 63 licenses and has 10 years of industry experience, including previous roles at LPL Financial LLC, Truist Advisory Services, and Suntrust Advisory Services. He serves on the board of the Hanover Education Foundation, which supports educational programs and partnerships in Hanover County. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses. The firm employs IAR-led financial assessments and a mix of fundamental, quantitative, and technical analysis to manage portfolios using equities, fixed income, mutual funds, and ETFs.

Virginia Pitt is a financial advisor with Davenport & Company LLC in Richmond, VA, holding a Series 66 designation and 22 years of industry experience. She has been with Davenport & Company since 2000. Davenport serves both individual and institutional clients—including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations—offering a range of services such as asset management, retail brokerage, fixed income, public finance, and investment banking. The firm employs dedicated portfolio manager teams and combines an affiliated broker-dealer with a full advisory platform to provide various account options and manage several mutual funds and fixed-income strategies.

Virginia Bowie is a financial advisor at &Partners with 47 years of industry experience. She holds a Series 63 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing between 2009 and 2025. Outside of her advisory practice, she owns MAE I COOK PRODUCTIONS LLC, a venture focused on encouraging family meal nights through cooking videos. &Partners serves a diverse client base including high-net-worth individuals, institutions, and retirement plans. The firm offers investment management and financial planning services using both proprietary and third-party strategies, employing fundamental, technical, and quantitative analysis within discretionary and non-discretionary frameworks.

Hunter Gottwald is a CFP® and holds a Series 66 license, with 12 years of industry experience. He has been with Davenport & Company LLC in Richmond, VA since 2013. Outside of his advisory role, he serves on the Board of Directors for First Tee of Greater Richmond, a nonprofit organization. Davenport & Company LLC serves individual and institutional clients, providing asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s asset management is supported by dedicated portfolio manager teams and an Investment Policy Committee, offering a range of strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Frank Carpin is a financial advisor at Oppenheimer with 59 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Oppenheimer since 2009. His prior experience includes roles at Stanford Group Company and UBS Financial Services. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of programs and advisory services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary strategies.

Tyler Walters is a financial advisor at Janney Montgomery Scott with 15 years of industry experience. He holds a Series 66 designation and has been with Janney Montgomery Scott since 2010. Janney Montgomery Scott LLC 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, corporate sponsors, and municipalities, offering brokerage services, financial planning, and advisory programs through a combination of in-house and third-party portfolio management.

Melissa Garrett is a financial advisor with Janney Montgomery Scott in Richmond, VA. She holds Series 63 and Series 65 licenses and has 14 years of industry experience, including over a decade with Janney Montgomery Scott. Janney Montgomery Scott LLC is a large, dually registered 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, and institutional clients—and offers brokerage, financial planning, and advisory services supported by a mix of in-house and third-party portfolio management.

Ashley D' Alessandro is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation with 10 years of industry experience. She has been with Davenport & Company since 2015. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, estates, nonprofits, and corporations. The firm offers a range of services such as asset management, retail brokerage, fixed income, public finance, and investment banking, with specialized teams managing mutual funds, separately managed accounts, and unified managed accounts.