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 with Davenport & Company LLC in Richmond, VA, holding a Series 66 designation and 19 years of industry experience. He has been with Davenport & Company since 1998. Outside of his advisory role, he serves on the boards of The Maxwelton and Lachlan Foundation, a scholarship-providing nonprofit, and Northstar Academy, where he contributes to strategic guidance. Davenport & Company LLC is a privately held, employee-owned firm offering investment management and brokerage services to individual and institutional clients. The firm provides a 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 regular committee oversight.

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 a Series 66 designation and previously worked at Truist Advisory Services and BB&T Securities. Adams serves as treasurer for the Western Henrico Chapter of Ducks Unlimited, a nonprofit focused on wetland conservation. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities and access to alternative and private investments.

William Cleland is a CFP® and Series 66-licensed financial advisor at Davenport & Company LLC in Richmond, VA, with 19 years of industry experience. He has been with Davenport & Company since 2005. 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 range of services such as asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, utilizing dedicated portfolio manager teams and various discretionary investment strategies.

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 been with The Colony Group LLC since 2015. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies alongside a variety of specialized offerings.

Kofi Thompson is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 65 and Series 63 licenses and six years of industry experience. He has worked at firms including Northwestern Mutual and Penn Mutual Life Insurance Company. In addition to his advisory role, he operates a life insurance brokerage focused on life, disability, health, and long-term care insurance. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering financial planning, advisory programs, and retirement plan consulting. The firm provides both advisory and broker-dealer services with a range of discretionary and non-discretionary account options.

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 with 27 years of industry experience. He holds the Series 66 designation and has been with Davenport & Company since 1997. 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 range of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning through various investment vehicles and tailored strategies.

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 nine years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Davenport in 2022, he worked at Wells Fargo Clearing and Wells Fargo Bank NA. 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, utilizing various strategies managed by specialized teams and committees.

Tyler Coffey is an investment advisor representative at TLG Advisors, Inc. He holds the Series 66 designation and has recently entered the industry, with prior roles including a business operations coordinator position at Milestone. TLG Advisors, Inc. serves a diverse client base ranging from individuals and high-net-worth clients to institutional investors. The firm focuses on manager selection and ongoing monitoring using fundamental analysis and Modern Portfolio Theory, offering both traditional portfolio management and a direct-to-consumer digital program called Starlight Portfolios.

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 at Truist Advisory Services with 14 years of industry experience. She holds a Series 66 designation and has worked with Truist and its predecessor firms since 2013. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and AI-enabled research tools.

Samuel Mintz is a CFP®-certified financial advisor with 23 years of industry experience, currently serving at Truist Advisory Services since 2021. He previously worked at Bb&T Securities and Scott & Stringfellow, totaling over 30 years in the financial sector. Mintz is also a board member of Sports Backers, a community organization based in Richmond, VA. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, employing a combination of discretionary and non-discretionary approaches supported by third-party platforms and manager relationships.