John Molster is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Truist Investment Services, SunTrust Bank, BB&T Securities, and Scott & Stringfellow. Molster serves as Chairman of the City of Richmond Economic Development Authority and is a trustee for several nonprofit organizations, including the Police Benevolent Association of Richmond and his church’s endowment committee. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, implementing advice through discretionary and non-discretionary manager relationships supplemented by AI-enabled research tools.

Brian Helms is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 21 years of industry experience. His career includes roles at Truist Advisory Services, Trust Investment Services, and Bb&T Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program, combining discretionary and non-discretionary approaches supported by inter-affiliate integration and AI-enabled research tools.

Russell Cumbea IV is a financial advisor at Commonwealth Financial Network with Series 63 and Series 65 credentials and four years of industry experience. His prior work includes roles at MassMutual Life Insurance Company and MML Investors Services LLC. He also has experience as co-owner of private advisory entities. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and services including custom portfolio solutions, third-party asset manager access, and retirement plan consulting. The firm provides operational, trading, technology, compliance, and practice-management support while allowing advisors discretion in portfolio construction.

Edward Brown Jr. is a financial advisor at Davenport & Company LLC in Richmond, VA, holding Series 63 and Series 65 credentials with 48 years of industry experience. He has been with Davenport & Company since 1982. Outside of his advisory role, he is a partial owner and board member of CONSUTECH LLC, a manufacturing business. Davenport & Company serves individual and institutional clients, offering asset management, brokerage, public finance, and investment banking services. The firm’s asset management includes dedicated portfolio teams and various strategies across separately managed accounts, mutual funds, and ETFs.

Sarah Estes is a financial advisor with Bankers Life Advisory Services, Inc. in Richmond, VA. She holds the Series 66 designation and has one year of experience in the financial services industry. Prior to her current role, she worked in various pharmacy and retail positions and has experience in higher education. Bankers Life Advisory Services, Inc. is an SEC-registered adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored investment strategies aligned with clients’ goals and risk tolerance.

Steven Martin is a CFP® and Series 66 credentialed advisor with 22 years of industry experience. He has worked at Davenport & Company LLC since 2017 and spent one year at Wells Fargo Clearing prior to that. Martin is based in Richmond, VA. Davenport & Company LLC serves individual and institutional clients, including banks, pension plans, trusts, and nonprofits, offering asset management, brokerage, investment banking, and advisory services. The firm’s asset management includes dedicated portfolio teams and manages several mutual funds, providing a range of separately managed accounts and model portfolios.

John Vetrovec is a CFP® professional with 25 years of industry experience, currently serving as an advisor at Davenport & Company LLC since 2009. He holds the Series 66 designation and is based in Richmond, VA. Davenport & Company LLC serves individual and institutional clients with a range of services including asset management, retail brokerage, and investment banking. The firm’s investment approach involves dedicated portfolio manager teams, an Investment Policy Committee, and a Manager Research team, offering strategies across separately managed accounts, mutual funds, and unified managed accounts.

Camilla Carvalho is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at Corbett Road Wealth Management, Spire Securities, LLC, and Ameriprise. Outside of finance, she has been involved with multiple musical organizations, including the Albany Symphony Orchestra and the Binghamton Philharmonic. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using a mix of ETFs, mutual funds, individual securities, and alternative investments, supported by a network of approximately 286 advisors.

Marsha Matthews is a financial advisor with Janney Montgomery Scott in Richmond, VA, holding Series 65 and Series 66 licenses and 15 years of industry experience. Her career includes roles at Davenport & Co., LLC and a brief period of unemployment in 2017 before joining Janney, where she has worked since 2017. Janney Montgomery Scott LLC is a large 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 broad range of brokerage, financial planning, and advisory services.

Dianne Ballard is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation with eight years of industry experience. She has worked at Davenport & Company since 2017 and previously worked at Collegiate School from 2010 to 2017. 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 through a team-based approach and a variety of separately managed accounts and mutual funds.

Kyle Nystrom is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has two years of industry experience. Prior to joining Bankers Life, he worked at First Command Insurance Services and Carvana. He is also appointed as a 1099 agent with Bankers Life and Casualty Company, enabling him to write Medicare Supplement, annuities, life insurance, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolios according to clients’ goals, risk tolerances, and time horizons.

Theresa Manning is a financial advisor at Davenport & Company LLC in Richmond, VA, with 24 years of industry experience. She holds a Series 66 designation and has been with Davenport since 2013. Davenport serves individual and institutional clients, including banks, pension plans, trusts, nonprofits, and corporations, offering asset management, brokerage, and investment advisory services. The firm manages a range of portfolios and mutual funds through dedicated teams and combines broker-dealer capabilities with a full advisory platform.

Kevin Long is a Series 66-licensed financial advisor with Valic Financial Advisors in Richmond, VA, with three years of industry experience. He has previously worked at M&T Bank, PNC Bank, and SunTrust Bank. Outside of his advisory role, he is also a musician who performs at music venues. Valic Financial Advisors 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 consulting services through a large network of advisors, utilizing a technology-driven platform for unified managed accounts.

Steven Mcgregor is a financial advisor with VOYA Financial Advisors, Inc. in Richmond, VA, holding Series 63 and Series 65 credentials and 27 years of industry experience. He worked at ICMA Retirement Corporation for 10 years before joining VOYA Financial Advisors in 2024. VOYA Financial Advisors, Inc. serves individuals, pension plans, charitable organizations, and corporate clients through a broad range of advisory and brokerage services, including financial planning, portfolio management, and retirement-plan advisory. The firm combines in-house and external strategists, model portfolios, and technology tools to deliver both discretionary and non-discretionary investment solutions.

Randall Long Jr. is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and three years of industry experience. He has worked with Valic Financial Advisors since 2022 and also serves as an agent selling non-securities insurance products for AGIA. Outside of finance, he is involved with Sundae's Restaurant/Tastee Freez. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and unified managed accounts through a large network of advisors and relies on technology and model solutions to serve a high client count.

George Smith is a CFA® charterholder with 27 years of experience in the financial services industry. He has been with Davenport & Company LLC since 1997 and currently serves at Davenport & Company LLC in Richmond, VA. Davenport & Company serves individual and institutional clients including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations, offering asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s asset management is supported by dedicated portfolio manager teams, an Investment Policy Committee, and a Manager Research team that construct and monitor a range of strategies including separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Ashby Price is a CFA® charterholder with 16 years of experience in financial advising, currently with Kestra Advisory since 2016. He serves on the board of the CFA Society Virginia and The Community Tax Law Project, contributing to organizational growth and investment policy guidance. Price is also involved in local networking groups and operates Ashby W. Price & Associates. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers fiduciary services, plan design, employee education, and access to multiple management platforms and complex investment solutions.

Daniel Elliott is a financial advisor at Equity Services, Inc. with 23 years of industry experience. He holds a Series 66 designation and previously worked at SunTrust Advisory Services and SunTrust Investment Services, Inc. He also serves as a notary public. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often utilizing third-party asset managers and model portfolios, with a mix of long-term strategies and options for shorter-term trading.

Stephanie Wiseman is a financial advisor at Janney Montgomery Scott with 15 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked for Merrill from 2008 to 2022. Outside of her advisory role, Wiseman owns Blackwater Crafting Co., LLC, a small business specializing in crafting and upcycling items for customers. 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 and offers brokerage services, financial planning, consulting, and multiple advisory programs.

Edin Terzimehic is a financial advisor with Davenport & Company LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Davenport since 2008 and previously at Wachovia Securities LLC. Terzimehic serves on the Board of Directors and Finance Committee for the Visual Arts Center of Richmond, a nonprofit focused on community engagement through arts programs. Davenport & Company LLC provides asset management, retail brokerage, fixed income, public finance, and investment banking services to individual and institutional clients. The firm’s investment approach includes dedicated portfolio manager teams and a Manager Research team that oversees diverse strategies across separately managed accounts, mutual funds, and ETFs.