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.

Alice Winters is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and 21 years of industry experience. Her prior roles include positions at Raymond James Financial Services and Wells Fargo Advisors. She is also a licensed notary in Midlothian, VA. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals—including high-net-worth clients—as well as pension plans, corporations, trusts, and charitable organizations, offering discretionary and non-discretionary portfolio management alongside financial planning and pension consulting services.

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 Series 63 and Series 65 licenses. His prior work includes roles at ICMA-RC Services, LLC and First Command Advisory Services, Inc. VOYA Financial Advisors, Inc. serves a diverse client base including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers a range of financial services through various program structures, focusing primarily on non-discretionary, recommendation-based client relationships.

Joseph Thompson is a CFP®-certified financial advisor at Davenport & Company LLC with 11 years of industry experience. He has been with Davenport since 2017 and previously worked at Verus Financial Partners. Davenport & Company serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations, offering asset management, retail brokerage, fixed income, public finance, and investment banking services. The firm utilizes dedicated portfolio manager teams, an Investment Policy Committee, and a Manager Research team to manage a range of strategies, including separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Thomas Teagle is a financial advisor at &Partners with Series 63 and Series 65 licenses and 29 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing, where he worked for a combined 10 years. &Partners serves a diverse client base, including high-net-worth individuals and institutional clients, offering investment management, financial and tax planning, and retirement plan consulting. The firm employs a range of analytical approaches and combines proprietary and third-party strategies, with services delivered through both discretionary and non-discretionary management.

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 at Davenport & Company LLC with a Series 66 designation and two years of industry experience. His prior roles include positions at Patrick K. Moore, PC and Mobiledumps, LLC. He has also worked at Virginia Polytechnic Institute and State University and been associated with YogaDirect.Com. Davenport & Company serves individual and institutional clients such as banks, pension and profit-sharing plans, trusts, nonprofits, and corporations. The firm offers asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services.

Finley Woodward is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Woodward’s career includes multiple roles at both Guardian Life Insurance Company and Park Avenue Securities since 2016. Outside of these roles, Woodward is also involved in selling insurance products outside of Guardian for clients who do not qualify for Guardian coverage. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser affiliated with The Guardian Life Insurance Company of America. The firm serves individual, institutional, and nonprofit clients with brokerage, financial planning, and investment advisory services, offering both discretionary and non-discretionary portfolio management with proprietary and third-party solutions.

John Westfall is a CFP® credentialed financial advisor with Davenport & Company LLC in Richmond, VA, bringing two years of industry experience. His background includes multiple roles at the University of the South and Truist Foundations and Endowments Group. Davenport & Company LLC serves individual and institutional clients, offering a range of services including asset management, financial planning, and investment advisory programs. The firm’s asset management approach involves dedicated portfolio teams, an Investment Policy Committee, and a Manager Research team, and it acts as adviser to six mutual funds while providing both advisory and brokerage services.

Gilbert Earle IV is a financial advisor with Truist Advisory Services in Richmond, VA, holding Series 63 and Series 66 credentials and 21 years of industry experience. Prior to joining Truist Advisory Services and Truist Investment Services in 2022, he worked for First Clearing, Llc for 12 years. 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 utilizing a mix of discretionary and non‑discretionary approaches supported by third‑party platforms and AI-enabled research tools.

Rodney Perkins is a CFP® with 16 years of industry experience, currently with Eagle Strategies (NY Life). He has been associated with Eagle Strategies since 2012 and has operated Rsp Wealth Strategies LLC since 2016. Perkins is also involved in cryptocurrency investing as a passive investor. Eagle Strategies serves a diverse client base, including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory programs tailored to client objectives and primarily manages assets on a non-discretionary basis.