Charles Thacker is a financial advisor at Davenport & Company LLC in Charlottesville, VA, holding a Series 66 credential with three years of industry experience. His background includes roles at Davenport & Company and involvement in a political campaign for Youngkin for Governor. Outside of his advisory duties, he manages a short-term home rental in Charlottesville. Davenport & Company serves individual and institutional clients by providing asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm utilizes dedicated portfolio manager teams and a Manager Research team to oversee various investment strategies, including mutual funds and model portfolios.

Adam Morgan is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has worked at several firms including WealthHyve Advisors, where he is also president and owner. Concurrent Investment Advisors 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 ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors serving over 13,000 clients.

Howard Barnett is a financial advisor at Concurrent Investment Advisors, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Purshe Kaplan Sterling Investment, Spire Investment Partners, Wells Fargo Advisors Financial Network, and UBS Financial Services. Outside of finance, he is a compensated musician in the Mid Life Crisis Band and is involved in screenplay marketing through Patterson Boys, LLC. 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 offers customized, primarily long-term portfolio management using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors serving over 13,000 clients.

Jose Leon Garcia is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and two years of industry experience. His prior roles include positions at LPL Financial, CornerStone Partners, MUFG Investor Services, and ProShares. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans through discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm offers managed account solutions including its proprietary WealthSuite platform, third-party programs, and alternative investments, employing a fiduciary-based advisory model with access to various strategies and technology platforms.

Ruth Key is a financial advisor at Davenport & Company LLC in Charlottesville, VA, holding a Series 66 designation and bringing 15 years of industry experience. She has been with Davenport since 2010 and is also involved with Informed Simplifications LLC. Davenport & Company serves individual and institutional clients, offering asset management, retail brokerage, fixed income, public finance, and investment banking services. The firm’s investment approach includes dedicated portfolio manager teams and a Manager Research group that constructs strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

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 since 1990. Outside of his advisory work, he is active as a musician in Richmond, VA. Davenport & Company serves individual and institutional clients, offering asset management, retail brokerage, fixed income, public finance, and investment banking services. The firm’s asset management approach includes dedicated portfolio teams and multiple investment strategies, and it acts as adviser to six mutual funds while also providing municipal finance services.

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 15 years of industry experience. He has been with Davenport since 2011. Davenport serves individual and institutional clients such as banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations, providing asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s investment approach involves dedicated portfolio manager teams, an Investment Policy Committee, and a Manager Research team that oversee a variety of managed account strategies and mutual funds.

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 at &PARTNERS with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing and Truist Investment Services. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and retirement-plan consulting, using a blend of fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts.

Richard Rousseau is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo since 2016. Prior to that, he was with Prudential Equity Group, LLC from 1998 to 2003. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

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 experience at the firm. Her prior work includes roles at Ready.Set.Live! and periods as a stay-at-home parent. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that provides written recommendations and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

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 Series 66 credentialed financial advisor with seven years of industry experience. He has been with Edward Jones since 2019, with a one-year tenure at Thrivent Financial in between. Prior to his advisory roles, he worked at Polaris Alpha Advanced Systems for eleven years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient overlays, 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 Series 63 and Series 65 designations and has worked at J.P. Morgan Securities and Jpmorgan Chase Bank since 2023, following eight years at Wells Fargo Clearing Services and Wells Fargo Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients with a focus on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research and may incorporate ESG criteria, with implementation supported by affiliated investment-management entities.

Lucas Higgins is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. His prior roles include positions at Rosin & Associates and T.C.C. Management. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in their investment menus.

James Clark is a financial advisor at Edward Jones with 12 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2014 in Charlottesville, VA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.