Kristina Palangi is a financial advisor with Davenport & Company LLC, holding CFP® and ChFC® designations and a Series 66 license. She has 18 years of industry experience and previously worked with Truist Advisory Services, Truist Investment Services, BB&T Securities, Bank of America, and Merrill. Outside of her advisory work, she serves on the Finance Committee and Strategic Planning Committee at Lakeside Park Country Club in Richmond, VA. Davenport & Company LLC serves individual and institutional clients, offering asset management, retail brokerage, fixed income, public finance, and investment banking services. The firm manages investment strategies through dedicated portfolio teams and an Investment Policy Committee and advises several mutual funds and fixed-income products.

David Jennings is a financial advisor with Janney Montgomery Scott in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He worked at Merrill from 1996 to 2017 before joining Janney Montgomery Scott in 2017. Jennings serves as a board member on the risk and development committees of St Michaels Episcopal School in Richmond. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base and offers brokerage services, financial planning, consulting, and multiple advisory programs supported by centralized portfolio management and in-house custody and trustee capabilities.

Ross Hasek is a financial advisor at Mercer Global Advisors Inc. in Richmond, VA, holding a Series 65 credential with two years of industry experience. He has been with Mercer Global Advisors since 2018, including roles spanning from 2018 to the present and prior to that at Virginia Tech. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, using a variety of portfolio management solutions and emphasizing tax management and multi-factor tilts.

Herbert Hargroves Jr is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation with eight years of industry experience. He has been with Davenport & Company since 2012. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, and nonprofits, offering asset management, retail brokerage, fixed income, and investment banking services. The firm’s advisory division provides separately managed accounts, model delivery, and financial planning, supported by dedicated portfolio teams and a Manager Research group.

Douglas Burford is a financial advisor at TLG Advisors, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Fidelity Investments, Truist Securities, and Scott & Stringfellow. Burford is also engaged as a Retirement Consultant with Lincoln Financial. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary assets, serving individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management, financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, utilizing fundamental analysis and Modern Portfolio Theory in its investment approach.

Bryan Cram is a financial advisor with Truist Advisory Services in Richmond, VA, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. His career includes extensive tenure at firms affiliated with Truist, including SunTrust and BB&T, as well as nearly 25 years at Scott & Stringfellow, Inc. 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 employs a combination of discretionary and non-discretionary manager relationships, supported by third-party platforms and AI-enabled research tools, to deliver its AMC Advantage manager-selection program and other investment solutions.

Russell Good is a CFA® charterholder with over 43 years of experience in the financial services industry. He has worked at Oppenheimer since 2009, following prior roles at the Stanford Group Company and UBS Financial Services. He is based in Richmond, VA. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a wide range of investment programs and advisory services, including strategic and tactical asset allocation and manager selection, with a notable portion of its assets managed on a non-discretionary basis.

Robert Long Jr. is a financial advisor with Oppenheimer who holds Series 63 and Series 65 licenses and has 42 years of industry experience. He has worked at Oppenheimer since 2009, following roles at Stanford Group Company and UBS Financial Services. He also serves as trustee of his own revocable trust. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of discretionary and non-discretionary investment programs and maintains custody of client assets while providing both advisory and broker-dealer services.

Michael Martin is a financial advisor at Principal Financial Services with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Northwestern Mutual and Principal in various capacities. In addition to his advisory role, he is involved in writing multiple lines of insurance, including group and individual life, health, disability, long-term care, annuities, medical, and dental products. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm’s services include financial planning, retirement plan consulting, and access to third-party money manager programs through various advisory arrangements.

Ramsay Ward is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation. He has been with Davenport since 2025 and has prior experience working in various roles outside of the financial industry, including positions at Next Level Valet Parking, Republic Finance, Target, and Maggiano's Little Italy. Davenport & Company serves individual and institutional clients with a range of asset management, brokerage, and advisory services. The firm’s investment approach includes dedicated portfolio manager teams and an Investment Policy Committee that oversee strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Homer Stinson Jr. is a financial advisor at Voya Financial Advisors, Inc. with 10 years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at ICMA-RC Services, LLC and First Command Financial Planning, Inc. Voya Financial Advisors, Inc. offers financial planning, portfolio management, and retirement advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm employs a combination of in-house and external strategists, technology-enabled tools, and model portfolios to deliver both discretionary and non-discretionary investment management.

Joseph Thompson is a CFP® professional with 11 years of industry experience, currently serving at Davenport & Company LLC since 2017. His prior roles include positions at Verus Financial Partners and Cambridge Investment Research Advisors. Thompson holds Series 63 and Series 65 licenses. Davenport & Company LLC serves individual and institutional clients such as banks, pension plans, trusts, and nonprofits. The firm offers a range of services including asset management, retail brokerage, fixed income, public finance, and investment banking, and manages multiple mutual funds and separately managed accounts through dedicated portfolio teams and research committees.

Thomas Teagle is a financial advisor with &Partners, holding Series 63 and Series 65 credentials and 29 years of industry experience. His career includes roles at Scott & Stringfellow, BB&T Securities, and Wells Fargo Clearing before joining &Partners in 2024. &Partners serves a diverse client base including high-net-worth individuals, institutions, and retirement plans, offering investment management, financial and tax planning, and consulting services. The firm employs a range of analytical approaches and both proprietary and third-party strategies, managing accounts on discretionary and non-discretionary bases.

Alice Kennedy is a financial advisor at Truist Advisory Services with 12 years of industry experience. She holds the CFP® and Series 66 designations. Prior to her current role at Truist Advisory Services since 2021, she worked at Bb&T Securities, LLC and Bb&T Bank from 2014 to 2021. Outside of her advisory work, she serves as the Executive Board Vice President of the Richmond Ballet. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, participant advice, and a manager-selection program implemented through a blend of discretionary and non-discretionary arrangements.

Barbara Oley is a financial advisor at Oppenheimer with a Series 66 designation and five years of industry experience. She has worked at Oppenheimer since 2020 and previously spent eight years with Henrico County Public Schools. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of discretionary and non-discretionary programs and services that include asset management, consulting, and retirement planning.

Ted Cox is a financial advisor with RBC Rochdale, LLC in Richmond, VA, holding the Series 66 designation and has 25 years of industry experience. He has been affiliated with Rochdale Investment Management Inc. and Rim Securities LLC since 2001. Outside of his advisory role, Cox serves as a board member for Breakthrough Collaborative, an organization focused on secondary education, and is also a board member at Reveille United Methodist Church. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and charitable organizations. The firm employs a multi-strategy investment approach that integrates quantitative and fundamental analysis, utilizing proprietary tools and working with sub-advisors to create tailored portfolios across various asset classes.

Evan Lankford is a CFA® charterholder with nine years of industry experience. He is currently with Truist Advisory Services, where he has worked since 2022, and has prior experience at Charles Schwab, BDC Capital Management, Raymond James Financial Services, and BB&T. 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 and investment policy analysis, plan sponsor fiduciary support, participant advice, and a manager-selection program that combines discretionary and non-discretionary approaches with third-party platform and manager arrangements.

Michael Beall is a CFA® charterholder with 46 years of experience at Davenport & Company LLC in Richmond, VA, where he has worked since 1980. He serves as chairman of the board for Good Samaritan Ministries, a faith-based substance abuse rehabilitation program. Additionally, he holds trustee and finance committee chair positions at the American Numismatic Society and contributes to Coinweek.com’s content on ancient coins. Davenport & Company LLC serves individual and institutional clients, providing asset management, brokerage, public finance, and advisory services. The firm manages portfolios through dedicated teams, offers a range of investment products including mutual funds and ETFs, and combines advisory and broker-dealer platforms as an employee-owned company with a history dating back to 1863.

William Morris is a financial advisor with Davenport & Company LLC in Richmond, VA. He holds the Series 66 designation and has three years of industry experience. Prior to joining Davenport in 2023, he worked at Patrick K. Moore, PC and has experience with Mobiledumps, LLC and YogaDirect.Com. Davenport & Company serves individual and institutional clients, offering asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm manages a variety of strategies across separately managed accounts, mutual funds, and ETF portfolios, and is structured as an employee-owned company with a history dating back to 1863.

Finley Woodward is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has 12 years of industry experience, including prior roles at Ohio National. Woodward also engages in insurance sales outside of Guardian for clients who do not qualify for Guardian products. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies through proprietary and third-party platforms, with tailored client relationships including financial planning and consulting.