Alex Robinson is a financial advisor with Commonwealth Financial Network in Richmond, VA, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked at various firms including Kestra Advisory Services LLC, Kestra Investment Services LLC, LPL Financial LLC, PCG Public Partnerships, and Cetera Advisors LLC. Outside of advisory activities, he is involved in fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $212.7 billion in client assets. The firm offers a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Joe Rajendran is a financial advisor with Primerica Advisors in Midlothian, VA, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Guardian Life Insurance, Park Avenue Securities, Financial Growth Partners, and Northwestern Mutual. Outside of finance, he has experience working at Brandermill Country Club and Diageo. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers brokerage and advisory services, financial planning, retirement-plan consulting, and utilizes a range of proprietary and third-party investment strategies across multiple account types.

Tyler Parham is a financial advisor at Oppenheimer with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cetera and Foresters Financial. Parham serves as chairman of the board of directors for Commonwealth CARES in a volunteer capacity. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a variety of programs and advisory services across equity, balanced, and fixed-income portfolios, with a notable portion of its assets managed on a non-discretionary basis.

Daniel Sandiford is a financial advisor with Truist Advisory Services in Richmond, VA, holding Series 63 and Series 65 credentials and possessing 22 years of industry experience. He has been with Truist Advisory Services and Truist Investment Services since 2021, following prior roles at Bb&T Securities and Bb&T Investment Services. Outside of his advisory work, Sandiford is a member of GREATSTONE CAMPS LLC, which operates summer vacation cottages, and serves as a board member for the finance council of St. Patrick’s Catholic Church in Richmond. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations, employing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Robert Rice is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Physical Therapy Solutions, Wood and Iron Gameday Restaurant and Bar, and CapCenter. Outside of finance, he works as a part-time food delivery driver for DoorDash. Davenport & Company serves individual and institutional clients such as banks, pension plans, trusts, and nonprofits, offering asset management, retail brokerage, fixed income, public finance, and investment banking services. The firm manages a range of investment strategies through dedicated portfolio teams and serves as adviser to multiple mutual funds while providing fee-based and commission-based account options.

Kimberly Cimburke is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has worked with SunTrust Advisory Services since 2016 and with SunTrust Securities since 2003. 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, to deliver its investment solutions.

Matthew Morgan is a CFP® with 10 years of industry experience, currently affiliated with Commonwealth Financial Network and Cornerstone Wealth. His prior experience includes roles at Valmark Securities, Inc. and James River Wealth Advisors. Outside of advising, he is a co-owner of Pine Ridge Retreat, LLC, a business involved in real estate activities. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers a broad range of managed-account programs, third-party asset manager access, and custodial services, supporting both individual and institutional clients.

William Charlet is a Series 66 credentialed advisor with Davenport & Company LLC in Richmond, VA, where he has worked for 21 years. He serves as a board member for Northstar Academy, an educational organization. Davenport & Company LLC provides asset management, brokerage, and advisory services to individual and institutional clients, including banks, pension plans, trusts, nonprofits, and corporations, offering a range of investment management solutions and public finance services.

Ronald Webster is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 27 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Raymond James Financial Services. He is also the owner of Webster Grosso Wealth Management. Steward Partners Investment Advisory, LLC is an enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

Stephen Shewmake is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has worked with Truist Investment Services and BB&T Securities, and is also the owner of Onward Fitness, LLC, a personal training and exercise business. 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 approaches supported by third-party platforms and an integrated Equity Research and Investment Advisory team.

Mark Hodges is a CFP® affiliated with Focus Partners Wealth, LLC and has 11 years of experience with Keiter, Stephens, Hurst, Gary & Shreeves, a Virginia-based public accounting firm where he is employed full-time. His registration with Focus Partners is solely for client referral purposes under a solicitation agreement between the two firms. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies and offers access to private funds, financial planning, and employee benefit consulting.

Tiffany Mccoy is a financial advisor at Davenport & Company LLC with eight years of industry experience. She holds a Series 66 designation and has been with Davenport since 2007. Outside of her advisory role, she owns Xtremely Kreative, LLC, a crafts business, and is authoring a financial literacy book for teens through her venture Money Smart with Tiffany, LLC. Davenport & Company serves individual and institutional clients by offering asset management, brokerage, fixed income, and investment banking services. The firm’s investment approach includes managed portfolios, mutual funds, and a combination of advisory and broker-dealer platforms.

Daphne Martin is a financial advisor at Davenport & Company LLC with five years of industry experience. She holds the Series 66 designation and has been with Davenport since 2020. Prior to her current role, she spent 14 years with Junior Achievement of Central Virginia. Davenport & Company serves individual and institutional clients, offering a range of asset management, brokerage, and advisory services. The firm manages portfolios through dedicated teams and provides several investment programs, including separately managed accounts and mutual funds.

Thomas Price is a CFP® with 25 years of industry experience and has been with Davenport & Company LLC since 1999. He is based in Richmond, VA, and holds a Series 66 license. 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 organizes its asset management through dedicated portfolio manager teams and an Investment Policy Committee, managing a range of strategies including separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Carly Carmichael is a financial advisor at Davenport & Company LLC with 11 years of industry experience. She holds the Series 66 designation and has been with Davenport since 2014. Davenport & Company LLC serves individual and institutional clients, including banks, pension plans, trusts, estates, nonprofits, and corporations, offering a range of services such as asset management, retail brokerage, fixed income, public finance, and investment banking. The firm’s investment advisory division provides separately managed accounts, financial planning, and other advisory programs, supported by dedicated portfolio manager teams and a Manager Research team.

Samuel Dittmar is a financial advisor at Davenport & Company LLC with nine years of industry experience. He previously worked at Wells Fargo Clearing Services LLC, Suntrust Advisory Services, and Aerotek. Outside of his advisory role, he is the owner of Uncle Sam's Shirts, a t-shirt design and shipping business. Davenport & Company LLC serves individual and institutional clients, providing asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm manages portfolios through dedicated teams and offers a range of investment strategies, including separately managed accounts and mutual funds.

Danaire Leftwich is a financial advisor with Bankers Life Advisory Services, Inc. in Richmond, VA, holding a Series 66 designation and five years of industry experience. She has been with Bankers Life Advisory Services since 2021 and has prior experience at affiliated Bankers Life entities dating back to 2008. Outside of advising, she is an insurance agent specializing in health, life, annuity, and long-term care products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis in its investment approach.

Jonathan Thibodeaux is a financial advisor at Oppenheimer with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Bank of America, Merrill, Capitol Securities Management, and Wells Fargo Clearing. Thibodeaux has been with Oppenheimer since 2019. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a variety of investment programs and advisory services that include strategic asset allocation, manager selection, and tailored consulting and retirement planning.

David Lay is a financial advisor with Truist Advisory Services and holds a Series 66 designation. He has nine years of industry experience, including roles at SunTrust Investment Services since 2014. Outside of his advisory work, he occasionally serves as a role player in surveillance scenarios for FBI training exercises. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, 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 an AI-enabled research team, with a notable integration among its affiliated broker-dealer and bank services.

Jeffrey Winneberger is a financial advisor with First Citizens Investor Services, Inc. in Richmond, VA, holding Series 63, 65, and 66 licenses and bringing 20 years of industry experience. His career includes roles at First Citizens Bank and SunTrust Investment Services. First Citizens Investor Services serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities, offering a range of advisory and brokerage services including portfolio management, wrap programs, model portfolios, and financial planning. The firm emphasizes IAR-led client assessments and uses fundamental, quantitative, and technical analysis in its investment approach.