James Martin is a financial advisor with Eagle Strategies (NY Life) holding the ChFC® and Series 63 credentials and has five years of industry experience. He has worked with several related firms including NYLIFE Securities LLC and New York Life Insurance Co., and he owns Country & Lake Life Financial Strategies, LLC. Martin serves as president of the SML Rotary Club, which supports nonprofit activities in Bedford and Franklin County, VA, and he is a board member of the BNI Smith Mountain Lake networking group. Eagle Strategies provides financial planning, investment management, and retirement plan advisory services to individual, institutional, charitable, and corporate clients. The firm offers a range of advisory programs, emphasizing tailored solutions and fiduciary responsibilities, with the majority of its assets managed on a non-discretionary basis.

Mark Reams is a financial advisor with Davenport & Company LLC in Richmond, VA, holding a Series 66 designation and 14 years of industry experience. He has been with Davenport & Company since 2011. Davenport & Company LLC is a privately held, employee-owned firm providing investment management and brokerage services to individual and institutional clients, including banks, pension plans, trusts, and corporations. The firm offers a broad range of services such as asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, with investment decisions made by portfolio manager teams supported by an Investment Policy Committee.

Gregory Pinkard is a financial advisor with Valic Financial Advisors in Richmond, VA, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Valic Financial Advisors since 1998 and has also worked with Agia since 2022, where he is involved in non-securities insurance products. Valic Financial Advisors, Inc. 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 unified managed account solutions through a large network of investment advisor representatives.

Venkat Miriyala is a financial advisor at Davenport & Company LLC with one year of industry experience. He holds the Series 66 designation and previously worked at Christopher Newport University and in education. Outside of his advisory role, he prepares Indian food packed lunches in his personal time. Davenport & Company LLC is a privately held, employee-owned firm that provides investment management and brokerage services to individual and institutional clients. The firm offers a broad range of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning through various managed accounts and investment strategies.

Zebediah Becker is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at LPL Financial, LLC and Grant Thornton LLP. Becker provides investment advisory services through multiple DBAs under Private Advisor Group. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs.

James Lipscomb Jr. is a financial advisor with Davenport & Company LLC in Richmond, VA, holding a Series 63 designation and over 52 years of industry experience. He has been with Davenport & Company and its related entities since 1973. Davenport & Company LLC is a privately held, employee-owned firm that provides investment management and brokerage services to a diverse client base, including individuals, institutions, and non-profit organizations. The firm offers a broad range of services such as asset management, retail brokerage, public finance, investment banking, and financial planning, with investment decisions supported by dedicated portfolio manager teams and various specialized committees.

Gladys Klevgard is a financial advisor with Truist Advisory Services and holds a Series 66 designation. She has 25 years of industry experience and previously worked at BB&T Securities, LLC before joining Truist in 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled equity research.

Rachel Lilley is a financial advisor with Guardian Life and holds a Series 66 designation. She has one year of industry experience and has worked at Guardian Life Insurance Company, Park Avenue Securities, LPL Enterprise LLC, and MassMutual. Outside of her financial advising career, she is involved with Annalise Bridal Boutique. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs using proprietary and third-party model portfolios.

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.

Lindsay Payne is a financial advisor at Rockefeller Financial LLC with eight years of industry experience. She holds the CFP® and Series 66 designations and previously worked at Truist Advisory Services, Truist Investment Services, and BB&T Securities. Payne serves as a Board of Young Professionals member for Greater Richmond Stop Child Abuse Now (SCAN), an organization focused on raising funds and awareness for domestic and child abuse. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans. The firm provides wealth management, financial planning, portfolio management, and retirement plan consulting, delivering integrated services through affiliated trust and insurance entities as well as brokerage and placement capabilities.

Angelia Shay is a financial advisor with Eagle Strategies (NY Life) in Mechanicsville, VA, holding the ChFC® and Series 63 designations and totaling 32 years of industry experience. She has worked with Eagle Strategies since 2005 and New York Life Insurance Company since 1994, and she operates The Path Financial Strategies, LLC. Outside of her advisory work, she serves on the boards of College Ministries of Virginia and Fearless Ministries, organizations focused on campus ministries and women’s discipleship, respectively. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and advisory services primarily delivered through a non-discretionary asset management model integrated with insurance and annuity products.

Timothy Taylor is a financial advisor with Davenport & Company LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Davenport & Company since 2002. Davenport & Company LLC is a privately held, employee-owned firm that provides investment management and brokerage services to individual and institutional clients, including banks, pension plans, trusts, and non-profit organizations. The firm offers a broad range of services, including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, with investment decisions made by dedicated portfolio manager teams supported by an Investment Policy Committee.

Adam Bergman is a CFA® charterholder with 11 years of industry experience. He is currently with Davenport & Company LLC, where he has worked since 2022, following nine years at Sterling Capital. Outside of his advisory role, Bergman is involved in recreational sports officiating, serving as an umpire and referee for youth and scholastic baseball and basketball in the Virginia area. Davenport & Company LLC is a privately held, employee-owned firm providing investment management and brokerage services to individual and institutional clients. The firm offers a broad range of services, including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, with investment decisions made by dedicated portfolio manager teams supported by an Investment Policy Committee.

Spencer Harris is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation with one year of industry experience. Prior to joining Davenport, he worked at Infinity Global from 2022 to 2024 and has held various roles including at Axxor, N.A. and Danville Distributing Company. Davenport serves individual and institutional clients, offering asset management, brokerage, fixed income, public finance, and investment banking services. The firm’s investment approach includes dedicated portfolio teams and an Investment Policy Committee that manages separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Lisa Braden is a financial advisor at &PARTNERS with 28 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Wells Fargo Clearing, WELLS FARGO Advisors, LLC, and First Clearing. Outside of her advisory role, she co-owns and manages a rental property with her spouse. &PARTNERS serves a broad mix of individual and institutional clients, offering both investment advisory and brokerage services along with financial planning, ERISA consulting, retirement plan management, and investment banking. The firm employs a mix of proprietary and third-party investment strategies and operates as both a registered investment adviser and a broker-dealer.

Carey Heywood is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He has been with SunTrust Advisory Services since 2016 and SunTrust Investment Services, Inc. since 2007. Outside of his advisory work, he is a self-published novelist. 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, implementing advice through both discretionary and non-discretionary manager relationships supported by third-party platforms and an AI-enabled equity research team.

James Whelen III is a financial advisor at Davenport & Company LLC in Richmond, VA, with 33 years of industry experience. He has been with Davenport & Company since 2006 and holds Series 63 and Series 66 designations. Davenport & Company is a privately held, employee-owned firm that provides investment management and brokerage services to individual and institutional clients. The firm offers a broad range of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, with investment decisions supported by dedicated portfolio manager teams and multiple specialized committees.

Denise Merinar is a financial advisor at Truist Advisory Services in Richmond, VA, with 26 years of industry experience. She holds Series 63 and Series 66 licenses. Merinar's career includes long tenures at Scott & Stringfellow, Inc. and Bb&T Securities, LLC, before joining Truist and its affiliated entities in 2019. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary approaches, supported by third-party platforms and AI-enabled research.

John Wolf is a financial advisor at Truist Advisory Services with six years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, Merrill, and Richmond Public Schools. Outside of advising, he is co-owner of a developing golf company focused on creating and selling golf products and hosting events in Virginia. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, combining discretionary and non-discretionary approaches supported by AI-enabled research and inter-affiliate integration.

Nicole Gooding is a CFP® with 15 years of experience, currently serving as a financial advisor at Janney Montgomery Scott. She has been with Janney continuously since 2014. Gooding is a board member at large for the Financial Planning Association of Central Virginia and serves on the advisory board for the financial planning program at Virginia Commonwealth University. 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, corporate and retirement plan sponsors, and municipal clients, offering a range of brokerage, financial planning, and advisory services.