Robert Forsyth is a financial advisor with Davenport & Company LLC in Charlottesville, VA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Davenport & Company since 1990 and with its affiliated entity, IA Davenport & Company LLC, since 1997. Outside of his advisory role, Forsyth serves as Board President of the Mariner's Landing - The Pointe Condominium Unit Owners Association. 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, with investment decisions made by portfolio manager teams supported by an Investment Policy Committee.

Larry Weber is a Certified Financial Planner (CFP®) with 10 years of industry experience. He has been with Lincoln Investment Planning since 2015. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of advisor-managed and firm-managed investment programs utilizing both strategic and tactical approaches.

Lewis Martin IV is a financial advisor with Commonwealth Financial Network in Charlottesville, VA. He holds a Series 65 designation and has five years of industry experience. His prior work includes six years at Cooley & Associates, PLC, followed by six years at Cooley & Martin. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, providing operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Leslie Arcuri is a financial advisor at Principal Financial Services with Series 63 and Series 65 credentials and 32 years of industry experience. She has worked with Principal Life Insurance Company since 2006 in various roles and currently serves as a bank officer supporting retirement plan accounts across Principal’s insurance, broker-dealer, and trust offerings. Arcuri is also the treasurer for the Briarwood Phase III Homeowners Association in Charlottesville, VA. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through multiple investment and referral arrangements.

Charles Thacker is a Series 66 credentialed advisor at Davenport & Company LLC with three years of industry experience. He has been with Davenport & Company since 2022, with prior roles including work for Youngkin for Governor and managing short-term rentals outside of his advisory practice. Davenport & Company serves individual and institutional clients, providing asset management, retail brokerage, fixed income, public finance, and investment banking services. The firm’s investment approach involves dedicated portfolio manager teams and a comprehensive advisory platform that includes separately managed accounts, mutual funds, and municipal bond strategies.

Jose Leon Garcia is a financial advisor at Private Advisor Group, LLC with one year of industry experience. He holds the Series 66 designation and has previously worked at firms including LPL Financial, CornerStone Partners, and MUFG Investor Services. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs and separately managed account strategies.

Ruth Key is a financial advisor at Davenport & Company LLC with 15 years of industry experience. She holds the Series 66 designation and has been with Davenport since 2010. In addition to her role at Davenport, she is involved with Informed Simplifications LLC, which she has been associated with since 2009. 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.

Ralph Rush Jr. is a financial advisor at Davenport & Company LLC in Charlottesville, VA, holding Series 63 and Series 65 licenses with 43 years of industry experience. He has been with Davenport & Company since 1990. Outside of his advisory work, he is also active as a musician. Davenport & Company serves individual and institutional clients, providing asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s asset management is organized around dedicated portfolio manager teams and an Investment Policy Committee, offering a range of separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Chenchen Yin is a financial advisor at Kestra Advisory with 10 years of industry experience. Yin holds a Series 66 designation and has previously worked at LPL Financial, Ameriprise Financial Services Inc, Private Advisor Group, and Piedmont Wealth Management. Outside of advisory work, Yin is involved in leadership and client relationship management within a financial planning and investment management business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients. The firm offers services including fiduciary consulting, plan-level investment advice, employee education, and access to multiple management platforms and third-party solutions.

Courtney Eastlack is a financial advisor at Mercer Global Advisors Inc. with 30 years of industry experience. She previously worked at TIAA-CREF from 1994 to 2023. Outside of her advisory role, she provides executive coaching services through her consulting business, CKE Consulting, LLC. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with a range of investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach is based on Modern Portfolio Theory and focuses on globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate account managers, and other specialized strategies.

Nathaniel Rullman is a financial advisor at Davenport & Company LLC in Charlottesville, VA, holding a Series 66 designation with 14 years of industry experience. He has been with Davenport since 2011. 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, using various strategies managed by dedicated portfolio teams and supported by multiple committees.

Yohannes Worku is a CFP® professional affiliated with Equity Services, Inc. with 10 years of industry experience. He has worked at Transamerica and National Life Group prior to joining Equity Services. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm employs multiple advisory platforms, often integrating third-party asset managers and model portfolios, and combines long-term strategies with options for shorter-term trading and specialized instruments.

John Smith is a financial advisor with \u0026PARTNERS in Charlottesville, VA, holding Series 63 and Series 66 licenses and 27 years of industry experience. Prior to joining \u0026PARTNERS in 2026, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 17 years. \u0026PARTNERS serves a diverse range of clients, including individual investors, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers investment advisory and brokerage services, employing a mix of proprietary and third-party investment strategies through platforms like Envestnet, and operates as both a broker-dealer and registered investment adviser with expanded service capabilities.

Richard Rousseau is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm uses an IPS-driven approach grounded in modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

Michael Jordan is a financial advisor with Edward Jones in Louisa, VA, holding a Series 66 credential and six years of industry experience. Prior to joining Edward Jones in 2020, he worked at Transamerica from 2015 to 2020. Outside of his advisory role, he is involved in the music industry as a guitar player in the band Four Thirty Four and co-owner of FTF Music LLC, overseeing band operations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Holly Tomski is a financial advisor with Ameriprise in Charlottesville, VA, holding a Series 66 designation and six years of industry experience. Prior to joining Ameriprise in 2020, she worked at Ready.Set.Live! and spent several years as a stay-at-home parent. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations through a centralized consulting team.

Mark Sherman is a financial advisor at Cetera with four years of industry experience. He holds Series 63, 65, and 66 credentials and has previously worked at firms including Tiaa and A. N. Culbertson & Company, Inc. Sherman serves as a Board of Trustee member for Bridgewater College, a nonprofit institution in Virginia. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services with access to affiliated and third-party managers across multiple program structures.

Eric O'Neill is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked at Edward Jones in two separate periods totaling six years, with a year at Thrivent Financial and eleven years at Polaris Alpha Advanced Systems prior to his financial services career. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Susan Wilkinson is a CFP® with 30 years of experience in financial advising. She is currently with Cetera and previously worked at Private Advisor Group and LPL Financial. She founded Wilkinson Wealth Management, where she manages the business and client accounts. Wilkinson serves as an elected board member for Creative Works Farm and PACEM, contributing to their governance and fundraising efforts. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Brad Lovingood is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining J.P. Morgan Securities in 2023, he worked at Wells Fargo Clearing Services, LLC and Wells Fargo Bank, N.A. for over eight years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.