Jason Cotton is a CFP® professional with nine years of experience at Valic Financial Advisors. He holds the Series 66 designation and has been with Valic Financial Advisors since 2017. Outside of advisory work, he is a co-owner of 2413 Lincoln Ave, LLC, a real estate rental business, and serves as an agent for Agia providing non-securities insurance products. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers wrap programs, portfolio management, and financial planning services supported by a large network of advisors and utilizes discretionary unified managed accounts with optional overlay services.

Lee Batten is a financial advisor at Focus Partners Wealth, LLC with 16 years of industry experience. He holds a Series 66 designation and has worked previously at The Colony Group, LLC, GYL Financial Synergies, LLC, and Wells Fargo Advisors. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering wealth management, financial planning, and consulting services. The firm uses a long-term, tax- and fee-sensitive investment approach combining active and passive strategies within an enhanced open architecture framework.

Elina Dennis is a financial advisor at Oppenheimer with Series 65 and Series 63 credentials and one year of industry experience. Her prior roles include positions at State Farm VP Management Corp and Hunter Wyant Insurance Agency. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a broad range of programs, including asset management, consulting, and retirement services, with both discretionary and non-discretionary approaches across equity, balanced, and fixed-income portfolios.

Matthew Kardos is a financial advisor with Valic Financial Advisors in Richmond, VA. He holds a Series 66 designation and has 11 years of industry experience. Prior to his current role, he has been associated with Agia since 2022 in a non-securities insurance capacity. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving 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 unified managed accounts through a large network of advisors, utilizing centralized technology and model solutions to serve a substantial client base.

Kyle Morrissey is a CFP® and holds a Series 66 license with four years of industry experience. He is currently affiliated with Commonwealth Financial Network and Potomac Financial Private Client Group, LLC. Prior to his advisory roles, he was involved with Thumbs Up Odd Jobs for eight years. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors with a range of advisory programs and services. The firm provides operations, trading, technology, compliance, and practice-management support, enabling advisors to offer customized portfolio solutions through various program structures and model portfolios.

Christopher Blair is a financial advisor at Davenport & Company LLC in Richmond, VA, holding Series 63 and Series 65 licenses with 42 years of industry experience. He has been associated with Bi Investments, LLC and Middleburg Bank since 2005. Davenport & Company serves individual and institutional clients such as banks, pension plans, trusts, nonprofits, and corporations, offering a range of services including asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s asset management strategies utilize dedicated portfolio teams and a Manager Research group, and it manages multiple mutual funds and various fixed-income portfolios.

Dana Baker is a financial advisor at Truist Advisory Services with 13 years of industry experience. She holds Series 63 and Series 65 designations and has been with Truist and its predecessor firms since 2014. 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 uses a combination of discretionary manager relationships and non-discretionary consulting, supported by a comprehensive manager selection program and AI-enabled research tools.

Joseph Farmer is a financial advisor at D.A. Davidson & Co. with 15 years of industry experience. He holds a Series 66 designation and has worked previously with Truist Advisory Services, Truist Investment Services, BB&T Securities, and Scott & Stringfellow. Outside of his advisory work, Farmer is involved as a class agent for Woodberry Forest and serves as Stamp Chairman for Ducks Unlimited in Virginia, overseeing a conservation-related stamp program. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of services under a fiduciary standard, including retirement plan advisory, comprehensive financial planning, and private wealth management for clients with substantial assets.

Emily La Vay is a financial advisor at Davenport & Company LLC with two years of industry experience. She holds the Series 66 designation and previously worked at Sotheby's and Christie's before joining Davenport. Davenport & Company LLC 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, with a platform that includes separately managed accounts, mutual funds, and ETF model portfolios.

Henry Valentine III is a financial advisor at Davenport & Company LLC in Richmond, VA, with 43 years of industry experience. He has been with Davenport & Company since 1981. Valentine serves on the boards of several nonprofit organizations, including the Children's Hospital Foundation and Aylett Country Day School. Davenport & Company provides asset management, retail brokerage, and investment advisory services to individual and institutional clients such as banks, pension plans, trusts, and nonprofits. The firm’s investment approach includes dedicated portfolio teams and a Manager Research group that oversees separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Cheryl Carrington is a CFP®-credentialed financial advisor at Truist Advisory Services with 16 years of industry experience. She previously worked at Wells Fargo Private Bank for 11 years before joining Suntrust Advisory Services and Suntrust Investment Services, where she has been since 2017. Outside of advisory work, she is a 100% owner of a family business, 1 Factory Radio LLC, which is managed by her spouse. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary approaches and uses third-party platforms and manager relationships to deliver its AMC Advantage program and ongoing due diligence.

Deborah Nuttycombe is a financial advisor with Truist Advisory Services who holds Series 63 and Series 66 licenses and has 33 years of industry experience. She has been with SunTrust Advisory Services and SunTrust Investment Services for the past 10 years. Nuttycombe is a part owner of a rental property managed by her husband, though she has no management responsibilities. 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, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Julia Shaffer is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation with three years of industry experience. Prior to joining Davenport in 2023, she worked at Wiss and Company and held various roles outside the financial sector, including positions at Rivermill Bar and Grill and West End Market. Davenport & Company serves individual and institutional clients, offering asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s asset management is organized around portfolio manager teams and research groups that develop strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Frederick Fram is a CFP® and ChFC® with 38 years of industry experience, currently serving at Davenport & Company LLC since 2021. His prior roles include positions at Cetera Advisor Networks LLC, VSR Advisory Services, VSR Financial Services Inc, Cetera, and Summit Brokerage Services. He also serves as a FINRA hearing panelist, participating in regulatory hearings involving broker-dealers and registered representatives. Davenport & Company LLC serves individual and institutional clients, including banks, pension plans, trusts, nonprofits, and corporations, offering asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s asset management is organized around dedicated portfolio management and research teams, providing separately managed accounts, model portfolios, and mutual funds.

Ward De Klyn III is a financial advisor with Truist Advisory Services in Richmond, VA, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. His career includes roles at BB&T Securities, SunTrust Advisory Services, and Truist Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, 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 manage client portfolios and fiduciary responsibilities.

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.