Robert Moyer is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Wealthspire Advisors. He has been with Wealthspire Advisors since 2024 and concurrently works with ACG Advisory Services since 2007. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, offering wealth management, financial planning, and trustee services. The firm employs a relationship-driven, customized investment approach that emphasizes diversified, institutional-style asset allocation and ongoing portfolio due diligence.

Paul Shibley is a financial advisor with Truist Advisory Services, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. He has worked at Truist Advisory Services and Truist Investment Services since 2021 and previously held roles at BB&T Securities, BB&T Bank, and BB&T Investments. He serves on the finance committee of St. Anthony's Church. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing both discretionary manager relationships and non-discretionary consulting augmented by AI-enabled equity research.

Harvey Hutchinson IV is a financial advisor at Farther with 34 years of industry experience. He previously worked at World Equity Group for 16 years and led Hutchinson Financial Advisors, Inc. for 28 years. Outside of advising, he is a minority owner of a company producing Bloody Mary mix. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform, offering discretionary investment management, retirement plan consulting, and non-discretionary recommendations for private investment funds. The firm's investment approach is based on Modern Portfolio Theory and uses algorithmic model portfolios with automatic rebalancing.

Audrey Mccray is a CFP®-certified financial advisor with 33 years of industry experience. She has worked at Davenport & Company LLC since 2017, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Davenport & Company LLC is a privately held, employee-owned firm providing 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 supported by dedicated portfolio teams and an Investment Policy Committee.

James Crawley is a financial advisor at Davenport & Company LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Davenport & Company since 1989. Outside of his advisory role, he serves as Vice President and Secretary of the Walter J. Payne Foundation, a Virginia-based charitable foundation, where he provides investment advice. 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, with investment decisions made by dedicated portfolio managers supported by a weekly Investment Policy Committee.

Nicholas Orenduff is a CFP® professional with over 21 years of experience in financial advising. He has been with PlanMember Securities Corporation since 2019 and also operates Orenduff & Associates. His work history includes roles at Voya Financial Advisors and several independent firms. PlanMember Securities Corporation provides retirement-plan advisory services primarily to employers and plan participants, offering asset allocation portfolios and educational support. The firm employs a top-down strategic asset allocation approach across risk-based mutual fund portfolios and delivers comprehensive services including retirement planning and separation counseling.

Christina Horsley is a financial advisor with Eagle Strategies (NY Life) located in Mechanicsville, VA. She holds a Series 66 credential and has 11 years of industry experience. She currently operates under the DBA The Path Financial Strategies LLC, providing investment-related services. Eagle Strategies serves individual and institutional clients through a large network of affiliated investment adviser representatives, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations across multiple program types and manages the majority of its assets on a non-discretionary basis.

Brenda Clarke is a CFP® with 28 years of industry experience, currently serving with Truist Advisory Services since 2021. She previously held roles at Bb&T Securities, LLC and Scott & Stringfellow, LLC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and uses third-party platforms and AI-enabled tools to support investment decisions.

Andrew Sanborn is a financial advisor with Eagle Strategies (New York Life) in Glen Allen, VA, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. He has been with Eagle Strategies since 2021 and with New York Life Insurance Company since 2000. Outside of his advisory role, he volunteers as a Cub Scout Pack Leader and serves on the board of Comfort Zone Camp, a bereavement organization. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, defined contribution and defined benefit plans, and charitable and corporate entities. The firm delivers tailored advice through multiple program types and manages the majority of its assets on a non-discretionary basis.

David Powers is a CFP®-designated financial advisor with 10 years of industry experience. He is currently with Truist Advisory Services and Truist Investment Services, having joined in 2019 through their predecessor entities. Prior to that, he worked at BB&T Securities, Davenport & Company LLC, and Armstrong, Fleming & Moore Inc. Powers serves on the Board of Directors for the Maggie L. Walker Governor's School for Government & International Studies Foundation. Truist Advisory Services provides investment consulting and advisory services to individual, corporate, retirement plan, and charitable clients. The firm employs a combination of discretionary and non-discretionary management strategies, supported by AI-enhanced research and a structured manager selection process, with notable integration among its affiliated entities.

Rhonda Dickson is a financial advisor with Truist Advisory Services based in Richmond, VA, holding Series 63 and Series 65 credentials and possessing 29 years of industry experience. She has worked at SunTrust Advisory Services since 2016 and has been with SunTrust Investment Services since 2008. Outside of her advisory role, she teaches line dancing at a local community center, owns and operates a dance studio and event space, serves on the board of a nonprofit organization focused on hunger relief, and assists with the management of a family contracting business. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Kevin Bennett is a CFA® charterholder with 18 years of industry experience. He has been with Davenport & Company LLC since 2016. Davenport & Company serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations, offering a range of asset management, brokerage, fixed income, public finance, and investment banking services. The firm’s investment approach includes dedicated portfolio manager teams, an Investment Policy Committee, and a Manager Research team that oversees various strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Kevin Hopkins is a financial advisor at Davenport & Company LLC in Richmond, VA, with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Davenport since 2019, following three years at Wells Fargo. Davenport serves individual and institutional clients, providing asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s investment approach includes dedicated portfolio manager teams and a comprehensive research process supporting separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Sean Setina is an advisor at Truist Advisory Services with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with SunTrust and its related entities since 2013. Outside of his advisory work, he is a co-owner of a rental property inherited from his family. 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 offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary approaches with third-party platform arrangements.

Scott Viera is a financial advisor with Valic Financial Advisors in Richmond, VA, holding a Series 66 designation and 13 years of industry experience. He has worked at Valic Financial Advisors since 2013 and at Agia since 2022, alongside a prior role at Federated Insurance dating back to 2008. Valic Financial Advisors primarily serves U.S. individual clients, including high net worth and ultra-high net worth individuals, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors and utilizes discretionary unified managed accounts with model portfolios and optional tax-aware and ESG overlay services.

Lianne Recchia is a financial advisor at Davenport & Company LLC with nine years of industry experience. She holds a Series 66 designation and has been with Davenport since 2016. Recchia serves on the finance committee of Girls on the Run Greater Richmond. Davenport & Company serves individual and institutional clients, offering a range of services including asset management, retail brokerage, fixed income, public finance, and investment banking. The firm’s asset management is organized around portfolio manager teams, an Investment Policy Committee, and a Manager Research team, providing separately managed accounts, model portfolios, and advisory programs.

Jeffrey Graves is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has held roles at related Ameritas entities since 2017, with prior experience at MML Investors Services and Mass Mutual. Outside of his advisory work, he owns CAPITAL FINANCIAL PROPERTY & CASUALTY LLC, a property and casualty insurance brokerage. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services through a combination of model portfolios, third-party sub-advisers, and customized strategies.

Courtney Rogers is a financial advisor at Davenport & Company LLC with 32 years of industry experience. She has been with Davenport since 1998 and holds Series 63 and Series 65 licenses. Outside of her advisory role, she serves as secretary and treasurer for a local hunt club and as treasurer for the University of Alabama Alumni Richmond Chapter. 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 variety of investment strategies and financial services supported by dedicated portfolio manager teams and regular committee oversight.

Viet Bac Nguyen is a Series 66 licensed advisor at Truist Advisory Services with 15 years of industry experience. He has worked at Truist Advisory Services and its predecessor entities since 2013 and previously spent a year at Long and Foster. Outside of his advisory role, Nguyen works as a driver for Uber. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, utilizing third-party platforms and AI-enabled research tools to support its AMC Advantage manager-selection program.

Lisa Miranda is a Series 66-licensed financial advisor with TIAA-CREF in Richmond, VA, where she has worked since 2014. She has 19 years of industry experience. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with pre-existing retirement plan relationships. The firm offers a separation between one-time planning services and ongoing portfolio management through model or customized portfolios under a fiduciary standard.