Rachel Lilley is a financial advisor with Guardian Life, holding a Series 66 designation and one year of industry experience. She has previously worked with LPL Enterprise LLC and MassMutual. Outside of her advisory role, she is involved in operating Annalise Bridal Boutique in Richmond, VA. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a variety of financial planning and consulting services tailored to client needs.

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 CFP® with nine years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC since 2024. Prior to this, Payne worked at Truist Advisory Services and Truist Investment Services, and spent seven years at BB&T Securities. Payne is a member of the Greater Richmond Stop Child Abuse Now (SCAN) Board of Young Professionals, participating in fundraising and awareness events focused on domestic and child abuse. 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 a range of portfolio management, financial planning, and consulting services, operating as both an investment adviser and a registered broker-dealer with capabilities in securities transactions, insurance products, and investment banking.

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 at Davenport & Company LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Davenport since 2002. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, nonprofits, and corporations, offering a range of services such as asset management, brokerage, fixed income, and investment banking. The firm’s asset management is structured around portfolio manager teams, an Investment Policy Committee, and a Manager Research team, managing a variety of strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Adam Bergman is a CFA® charterholder with 12 years of industry experience, currently serving as a financial advisor at Davenport & Company LLC since 2022. Prior to this, he worked for Sterling Capital for nine years. Outside of his advisory role, Bergman is involved in recreational sports officiating, including youth baseball and basketball in the Richmond, VA area. Davenport & Company LLC serves individual and institutional clients, offering asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s investment approach includes dedicated portfolio manager teams and a Manager Research team that oversees a range of strategies across separately managed accounts, mutual funds, and ETFs.

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 in 2024, he worked at Infinity Global from 2022 to 2024. Davenport & Company serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations, providing asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s asset management approach includes dedicated portfolio manager teams, an Investment Policy Committee, and a Manager Research team overseeing diversified strategies across 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 licenses and has previously worked at Wells Fargo Clearing and First Clearing. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations, providing investment management, financial and tax planning, and retirement-plan consulting through both advisory and brokerage services.

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, holding Series 63 and Series 66 designations with 34 years of industry experience. He has been with Davenport since 2006, totaling 20 years at the firm. 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 emphasizes portfolio manager teams and manager research to construct and monitor strategies across various account types and manages multiple mutual funds and fixed-income sleeves.

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 seven years of industry experience. He holds a Series 66 designation and has worked at Truist Advisory Services, Truist Investment Services, Bank of America, Merrill, and Richmond Public Schools. Outside of his advisory role, he is a co-owner of a startup golf company focused on producing golf products and hosting golf events in Virginia. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm integrates discretionary and non-discretionary investment management supported by third-party platforms and emphasizes inter-affiliate coordination among its related entities.

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.

Lauren Clark is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 credentials and 16 years of industry experience. She worked at Davenport & Co. LLC for nine years before joining Janney Montgomery Scott in 2017. 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, providing brokerage services, financial planning, consulting, and multiple advisory programs.

William Hershey is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 credential and with 20 years of industry experience. He has been with Davenport since 1998. Outside of his advisory role, Hershey serves on the boards of The Maxwelton and Lachlan Foundation, which provides scholarships, and Northstar Academy, where he contributes to strategic guidance. Davenport & Company LLC serves individual and institutional clients with a range of services including asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm employs dedicated portfolio manager teams and an Investment Policy Committee to oversee its investment strategies, and it offers various advisory programs and mutual funds.

Jovan Coker is a financial advisor with Eagle Strategies (NY Life) in Richmond, VA, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has worked with New York Life entities since 2013 and operates Jovial Financial, LLC, which brokers non-registered insurance products. Outside of advisory roles, Coker runs Car Care Detailers, a business he has owned since 2008. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services primarily through non-discretionary accounts. The firm integrates insurance and annuity products within its advisory offerings and tailors solutions to client objectives and plan sponsor requirements.

Trevor Adams is a financial advisor at Rockefeller Financial LLC with 11 years of industry experience. He holds the Series 66 designation and previously worked at Truist Advisory Services and BB&T Securities. He serves as treasurer for the Western Henrico Chapter of Ducks Unlimited, a nonprofit focused on wetland conservation. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm combines a Private Advisor model with a consolidated investment platform, offering a range of portfolio management and consulting services alongside broker-dealer capabilities and alternative investment placements.

William Cleland is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Davenport & Company LLC since 2005. He holds the Series 66 designation and is based in Richmond, VA. Davenport & Company LLC 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, fixed income, public finance, and investment banking/advisory services, with investment strategies managed by specialized teams and an Investment Policy Committee.

Lisa Longest is a financial advisor at Focus Partners Wealth, LLC with 24 years of industry experience. She holds a Series 65 designation and has worked previously at The Colony Group LLC, CapGroup Advisors, and Capital Advisory Group. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and retirement plan consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, private funds, and third-party managers under an enhanced open architecture framework.

Jason Fowler is a Series 66 licensed financial advisor at Foundations Investment Advisors LLC with six years of industry experience. He previously worked at Bankers Life Securities, Inc. and Henrico County Public Schools. In addition to his advisory role, he serves as an agent for Bankers Life & Casualty, focusing on life and health insurance products for the senior market. Foundations Investment Advisors provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, model portfolios, and third-party sub-advisers to tailor investment strategies.