Victor Kane Jr. is a financial advisor at Truist Advisory Services with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Truist and its predecessor firms since 2010. 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.

Jerrell Smith is a financial advisor at Davenport & Company LLC with five years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing Services. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, nonprofits, and corporations, offering a range of services such as asset management, financial planning, and investment banking. The firm uses a team-based approach to portfolio management and oversees multiple mutual funds and fixed-income strategies.

Sarah Burke is a financial advisor with Schwab Wealth Advisory in Chesterfield, VA, holding Series 63 and Series 65 licenses. She has three years of industry experience, including roles at Schwab Wealth Advisory, Charles Schwab & Co., Burke Estate & Tax Law, LLC, The Haley Law Group, LLC, and TIAA-CREF. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory (SWA) program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice follows Schwab’s standard asset-allocation models and internal research, with at-least-annual client reviews and recommendations tailored to individual goals and risk tolerance.

Jonathan Stratton is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation with 20 years of industry experience. He has been with Davenport & Company since 2004. Davenport serves 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, and investment banking. The firm’s investment approach involves dedicated portfolio manager teams and an Investment Policy Committee that oversee multiple types of managed accounts and mutual funds.

Charlotte Fox is a CFP® professional with 14 years of industry experience, currently affiliated with Commonwealth Financial Network and True North Advisors. She previously worked at Merrill for ten years and has experience at MassMutual Life Insurance, Heritage Wealth Advisors, and MML Investors Services. Fox serves as the Women in Finance Chair for the Financial Planning Association. 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 platform including managed-account programs, access to third-party asset managers, and custody and clearing services.

Jeffrey Hammer is a CFP® and ChFC® with 14 years of experience in financial services. He is currently with Hornor, Townsend & Kent, LLC and previously worked at Northwestern Mutual in several capacities over 14 years. Outside of his advisory role, he is CEO of Hammer Forte Consulting, LLC, which provides consulting services in business, philanthropy, intellectual property, and public speaking. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a broad advisory platform that includes third-party asset manager relationships and both discretionary and non-discretionary account options. The firm offers financial planning, retirement plan consulting, and brokerage services, with dual registration as an SEC-registered adviser and FINRA-member broker-dealer.

Gregory Kish is a Certified Financial Planner (CFP®) with 27 years of industry experience. He has been with Valic Financial Advisors since 1999 and also holds a position as an agent with Agia, where he works with non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and multiple wrap programs through a large network of advisors, utilizing centralized technology and model solutions to manage assets at scale.

Dorothy Elder is a CFA® charterholder and financial advisor at Truist Advisory Services with 15 years of industry experience. She previously worked at SunTrust Advisory Services and SunTrust Bank. Elder serves as a trustee and investment committee chair for the MCV Foundation, a nonprofit supporting medical research at the Medical College of Virginia. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plans, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and research tools.

Lorenzo Huff is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has worked with SunTrust Advisory Services and SunTrust Bank since 2007. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and manager relationships.

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 four years of industry experience, currently serving as a financial advisor at Truist Advisory Services. He previously spent over two decades with Wells Fargo in various roles. Carder serves as a trustee on the finance committee of the VCU Foundation and is a board member of Caritas, a nonprofit addressing homelessness and addiction in central Virginia. Truist Advisory Services provides investment consulting and advisory solutions to individuals, businesses, retirement plans, and charitable organizations. The firm combines discretionary and non-discretionary approaches, supported by third-party platforms and AI-enhanced research, with an emphasis on inter-affiliate integration across its services.

Katherine Schiefelbein is a financial advisor with Janney Montgomery Scott in Richmond, VA. She holds a Series 66 designation and has nine years of industry experience. Her prior roles include positions at Truist Advisory Services, Truist Investment Services, and BB&T Securities. 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, and institutional sponsors, and offers brokerage, financial planning, and advisory services through a combination of 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.