Kofi Thompson is a financial advisor at Hornor, Townsend & Kent, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Northwestern Mutual Wealth Management Company and Penn Mutual Life Insurance Company. Thompson also owns Zion Capital Management LLC, a life insurance brokerage providing insurance product sales and comprehensive planning services. Hornor, Townsend & Kent serves a diverse range of clients including individuals, trusts, businesses, and retirement plans, offering advisory programs and financial planning through a network of advisers. The firm manages both discretionary and non-discretionary accounts and operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer.

Jean Schwarz is a CFP® with 24 years of experience in the financial advisory industry. She has worked at Cerity Partners LLC since 2023, following eleven years at Lumina Financial Consultants, LLC, and ten years at SBSB Financial Advisors. She holds Series 63 and Series 65 licenses and is based in Richmond, VA. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services with an investment framework that integrates proprietary quantitative screening, manager selection, and access to alternative and private market solutions.

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. He holds a Series 66 designation and has worked at Truist Advisory Services since 2021, following prior roles at BB&T Securities and Davenport & Company LLC. Outside of his advisory work, Davis maintains a family YouTube channel called The AO Life. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager relationships supported by AI-enabled research tools and inter-affiliate resources.

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 a financial advisor with Truist Advisory Services in Richmond, VA. He holds Series 63 and Series 65 credentials and began his career with Truist in 2026. Prior to joining the firm, he worked in various educational roles at several colleges and a high school. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

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 Davenport since 2022, following six years at Wells Fargo Clearing and over a decade at Wells Fargo Bank NA. Davenport & Company serves individual and institutional clients, offering a range of services including asset management, retail brokerage, fixed income, public finance, and investment banking. The firm’s investment approach involves dedicated portfolio manager teams and a research group that manages strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Lindsay Walker is a CFP® with eight years of industry experience, currently affiliated with Janney Montgomery Scott in Richmond, VA. Before joining Janney in 2024, Lindsay worked at Fidelity Brokerage Services from 2020 to 2024 and Wells Fargo Clearing from 2016 to 2020. 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, estates, and institutional sponsors, offering brokerage services, financial planning, and advisory programs through a combination of in-house and third-party portfolio management.

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.

Bernice Murff is a financial advisor with Truist Advisory Services in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Her career includes roles at Raymond James & Associates, Wells Fargo Clearing, and BB&T Securities. Outside of her advisory work, she serves as a Finance Advisor for the Alpha Gamma Delta Theta Zeta chapter, a social fraternity at Randolph-Macon College, of which she is an alumna. 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 and non-discretionary consulting, utilizing third-party platforms and AI-enabled research tools to support its investment approach.

Christopher Stewart is a CFP® with 32 years of experience in the financial services industry. He is currently with Integrity Alliance, LLC and has previously worked at Brokers International Financial Services, Lincoln Financial Securities Corporation, Osaic FS, Inc., and B. Riley Wealth Advisors, Inc. He is also a commissioned notary public. Integrity Alliance is an enterprise advisory firm serving individual investors, corporations, and qualified retirement plans. The firm offers a broad range of portfolio management and financial planning services, operating as a large advisor network with over 300 representatives managing approximately $5.4 billion in client assets.

Patricia Centeno is a financial advisor at Truist Advisory Services with 33 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Clearing and Ferris, Baker Watts, LLC. Truist Advisory Services offers investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.