Ryan Kolenda is a financial advisor with Eagle Strategies (New York Life) holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Eagle Strategies, he worked in various roles including positions at EcoGuard Pest Management and Chick-fil-A. Eagle Strategies serves a broad mix of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers tailored recommendations and emphasizes a primarily non-discretionary asset management approach across multiple program types, including fee-based advice and co-advisory relationships.

Gladys Klevgard is a financial advisor with Truist Advisory Services and holds a Series 66 designation. She has 25 years of industry experience and previously worked at BB&T Securities, LLC before joining Truist in 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, 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 AI-enabled equity research.

Amy Grieves is a CFP® and ChFC® with 28 years of experience in financial advising. She is currently with OSAIC Institutions, INC. and has held positions at Bank of Southside Virginia, Infinex Investments, Inc., Morgan Stanley Private Bank, Morgan Stanley, and Valic Financial Advisors. OSAIC Institutions, Inc. serves individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, wrap programs, third-party asset manager referrals, and access to alternative investments and lending solutions, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary assets under management.

Rachel Lilley is a financial advisor with Guardian Life and holds the Series 66 designation. She has one year of industry experience and has worked with firms including LPL Enterprise LLC and MassMutual. Outside of financial advising, she owns and operates Annalise Bridal Boutique. Rachel is associated with Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America. The firm offers brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

Brandon Vaughan is a financial advisor at TLG Advisors, Inc. with four years of industry experience. He holds Series 66 and Series 63 designations and has worked at firms including Waypoint Wealth Services, The Leaders Group, Milestone, and Delaware Life Insurance. Outside of financial services, his background includes positions at James Madison University, Lowe's Home Improvement, and Risin' Smoke Barbecue. TLG Advisors serves a wide range of clients, including individuals, high-net-worth clients, trusts, charities, corporations, and institutional investors. The firm employs a manager selection process based on fundamental analysis and Modern Portfolio Theory to construct diversified portfolios, and it offers digital investment programs alongside services through a network of independent advisors.

Carey Heywood is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He has been with SunTrust Advisory Services since 2016 and SunTrust Investment Services, Inc. since 2007. Outside of his advisory work, he is a self-published novelist. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, and fiduciary support, implementing advice through both discretionary and non-discretionary manager relationships supported by third-party platforms and an AI-enabled equity research team.

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.

Emily Dibble is a financial advisor at Truist Advisory Services with 21 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Truist Advisory Services and affiliated firms since 2018, including Bb&T Securities and Bbtis prior to that. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program that utilizes both discretionary and non-discretionary approaches supported by third-party platform and manager arrangements.

Ashley Davis is a financial advisor at Truist Advisory Services with 14 years of industry experience. She holds a Series 66 designation and has worked at Truist and its predecessor firms since 2015. Outside of her advisory role, she creates family vlogs on her YouTube channel, The AO Life. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm combines discretionary and non-discretionary investment management and emphasizes inter-affiliate integration within its broader enterprise.

Francesco Cucuzza is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup since 2014. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and combines large institutional scale with unique market roles, including in-house research and derivatives services.

Spencer Rife is an advisor at Truist Advisory Services with Series 65 and Series 63 credentials and one year of industry experience. Prior to joining Truist, he held various roles in education and fitness from 2015 to 2025. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary manager relationships and consulting supported by AI-enabled research and inter-affiliate integration within the Truist enterprise.

Pavitra Maharaj is a financial advisor at Citigroup Global Markets with 21 years of industry experience. She holds the Series 63, Series 65, and Series 66 credentials. Maharaj previously worked at HSBC Securities (USA) Inc and HSBC Bank USA, N.A., in addition to two prior tenures at Citigroup Global Markets. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and combines large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.

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.

Brian Robson Jr. is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 credentials and over 39 years of industry experience. He has worked at Orenduff & Associates since 2021 and runs Robson Financial Legacies, LLC, a business focused on insurance and annuities. Robson is also active in the community as a board member of the Richmond Council of the Navy League of the U.S. and serves on the executive committee of the Pine Point Citizens Association. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios while offering educational support and personalized retirement planning.

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.

Ying Zhang is a financial advisor at Citigroup Global Markets with four years of industry experience. Prior to joining Citigroup, Zhang held positions at Bank of America, J.P. Morgan Securities, and JPMorgan Chase Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary programs and maintains unique market roles including functioning as a swap dealer and futures commission merchant.

Adolfo Molina is a financial advisor at Citigroup Global Markets with a Series 66 credential and four years of industry experience. His prior experience includes roles at JPMorgan Chase Bank, New York Life Insurance Company, and Massachusetts Mutual Life Insurance Co. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with internal standards and oversight committees to select and monitor investment managers.

David Hays is a financial advisor at Hornor, Townsend & Kent, LLC with three years of industry experience. Prior to joining Hornor, Townsend & Kent, he worked at MML Investors Services LLC and MassMutual Life Insurance Company. He also spent nine years working in the restaurant industry. In addition to his advisory role, he is involved in insurance brokerage and financial advising activities, including the sale and service of life insurance products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm offers both advisory and broker-dealer services with a network of advisers and third-party asset manager relationships to support client investment strategies.

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.