Michael Cook is a financial advisor at OSAIC Institutions, INC. with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Infinex Investments, Inc. and Bi Investments, LLC. Outside of his advisory work, 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 and lending solutions, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary account management.

Jean Schwarz is a CFP® with 23 years of industry experience. She is currently with Cerity Partners LLC and previously spent 11 years at Lumina Financial Consultants, LLC. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including high-net-worth individuals, families, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolios.

James Trivette Jr. is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and 32 years of industry experience. His career includes roles at Truist Investment Services, Bb&T Securities, and Scott & Stringfellow. 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 combines discretionary manager relationships with non-discretionary consulting and uses third-party platforms and AI-enabled tools to support its manager selection and investment oversight processes.

Christine Feldpausch is a financial advisor with Truist Advisory Services and holds a Series 66 designation. She has 21 years of industry experience and has been with Truist Advisory Services since 2016, having also worked at Truist Investment Services since 2013. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a range of services including asset allocation analysis, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Ashley Davis is a financial advisor at Truist Advisory Services with 14 years of industry experience. She holds a Series 66 designation and has worked at Truist and its predecessor firms since 2015. Outside of her advisory role, she creates family vlogs on her YouTube channel, The AO Life. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm combines discretionary and non-discretionary investment management and emphasizes inter-affiliate integration within its broader enterprise.

Kevin Boll Jr. is a financial advisor at Davenport & Company LLC in Richmond, VA, with 28 years of industry experience. He holds the Series 66 designation and has been with Davenport since 1997. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, and nonprofits, offering asset management, brokerage, public finance, and advisory services. The firm’s investment approach involves dedicated portfolio manager teams and manager research to support separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Brandon Smith is a financial advisor with TLG Advisors, Inc. based in Chesterfield, VA. He holds the ChFC® designation and Series 66 license and has 10 years of industry experience. His prior work includes roles at Milestone Financial Solutions, AXA Advisors, LLC, and Waypoint Wealth Services LLC. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on manager selection and monitoring, using fundamental analysis and Modern Portfolio Theory to build diversified portfolios, and offers both sub-advised and direct-to-consumer investment programs.

Alan Sanfratella is a financial advisor with Valic Financial Advisors in Richmond, VA, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Indivior and Genworth Financial. In addition to his advisory work, he is an agent for AGIA, providing non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and consulting services through a large network of advisors. The firm operates at scale with a focus on unified managed accounts, utilizing centralized technology and model solutions.

Spencer Rife is an advisor at Truist Advisory Services with Series 65 and Series 63 credentials and one year of industry experience. Prior to joining Truist, he held various roles in education and fitness from 2015 to 2025. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary manager relationships and consulting supported by AI-enabled research and inter-affiliate integration within the Truist enterprise.

Justin Charnock is a financial advisor at Davenport & Company LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing and Wells Fargo Bank prior to joining Davenport in 2022. Davenport & Company LLC serves individual and institutional clients, including banks, pension plans, trusts, nonprofits, and corporations, providing asset management, brokerage, and advisory services. The firm’s investment approach includes dedicated portfolio management teams, an Investment Policy Committee, and a Manager Research team that oversees strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Lindsay Walker is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott. Her prior experience includes roles at Fidelity Brokerage Services LLC and Wells Fargo Clearing. 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 including individuals, families, trusts, and institutional clients, offering brokerage services, financial planning, consulting, and a range of wrap/advisory programs.

Tara Archer is a financial advisor with Truist Advisory Services, holding a Series 66 designation and with 14 years of industry experience. Her career includes roles at BB&T Securities and Truist Investment Services, reflecting continuity through the firms’ transitions. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and a manager-selection program implemented through both discretionary and non-discretionary arrangements.

Travers Cliborne is a financial advisor at Truist Advisory Services with 14 years of industry experience. He holds a Series 65 designation and has worked at Truist Advisory Services since 2021. His prior roles include positions at Truist Bank and BB&T, spanning over a decade. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a range of solutions including asset allocation analysis, fiduciary support, and manager-selection programs, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

David Henderson is a Series 66-licensed financial advisor at Davenport & Company LLC in Richmond, VA, with 22 years of industry experience. He has been with Davenport since 2000. 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.

Melissa Rooney is a financial advisor at Janney Montgomery Scott with a Series 66 designation and approximately one year of experience in the industry. Her prior roles include positions at Capital One and The Bright Side Coaching LLC. She has also worked in marketing and brand management at various firms before entering the financial advisory field. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing about $110 billion in client assets. The firm serves individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and advisory programs with a combination of in-house and third-party portfolio management.

Benjamin Moore II is a financial advisor with Truist Advisory Services in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked across several Truist-related entities since 2013, including BB&T Securities and SunTrust Advisory Services. Outside of his advisory role, he pursues a hobby of purchasing delinquent Maryland Tax Lien Certificates for passive income. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled equity research and inter-affiliate integration with affiliated broker-dealer and banking services.

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.

Christopher Stewart is a CFP® professional with 31 years of industry experience, currently serving at Integrity Alliance, LLC. He previously worked at Brokers International Financial Services, LLC and Lincoln Financial Securities Corporation. Stewart is also a notary public and offers life insurance products through Fidelity Insurance Agency of VA. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides asset management, financial planning, and retirement consulting using various portfolio strategies and access to multiple custodial platforms and third-party programs.

Patricia Centeno is a financial advisor at Truist Advisory Services with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. She has been with Truist Advisory Services and Truist Investment Services since 2023. 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, and fiduciary support, utilizing a combination of discretionary and non-discretionary management through third-party platforms and manager arrangements.

Stephanie Bednar is a financial advisor at Davenport & Company LLC in Richmond, VA, with 19 years of industry experience. She has been with Davenport since 2006 and holds the Series 66 designation. 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, organizing its asset management around dedicated portfolio teams and comprehensive advisory programs.