Russell Good is a CFA® charterholder with 43 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2009. He holds Series 63 and Series 65 licenses and is based in Richmond, VA. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, utilizing strategic and tactical asset allocation alongside various investment vehicles to build client portfolios aligned with documented investment policies.

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 at Oppenheimer with 42 years of industry experience. He holds Series 63 and Series 65 designations and has been with Oppenheimer since 2009. He serves as trustee of his own revocable trust. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, charitable organizations, and retirement plan fiduciaries. The firm offers a range of advisory and brokerage services, using strategic and tactical asset allocation, manager selection, and various investment vehicles to construct client solutions.

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. He holds a Series 66 designation and has been with Davenport since 2025. Prior to joining Davenport, Ward worked at Republic Finance and Next Level Valet Parking. 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 employs dedicated portfolio management teams and oversees multiple mutual funds, providing both fee-based and commission-based account options.

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 designations. His prior work includes positions at ICMA-RC Services, LLC and First Command Financial Planning, Inc. Voya Financial Advisors, Inc. serves individual clients, employer-sponsored retirement plans, and charitable and corporate clients, offering financial planning, portfolio management, and brokerage services. The firm employs Investment Adviser Representatives who use a combination of model portfolios, affiliated strategies, and third-party managers to deliver advice.

Joseph Thompson is a Certified Financial Planner® with 11 years of industry experience. He has worked at Davenport & Company LLC since 2017 and was previously with Verus Financial Partners. Davenport & Company LLC serves individual and institutional clients, offering asset management, brokerage, fixed income, public finance, and investment banking services. The firm’s asset management includes separately managed accounts, model portfolios, and mutual funds, supported by dedicated portfolio teams and research staff.

Thomas Teagle is a financial advisor at &Partners with 29 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. &Partners serves a broad client base including individual and institutional investors, offering both investment advisory and brokerage services. The firm employs a range of portfolio management strategies using proprietary models and third-party managers, and operates uniquely as both a broker-dealer and registered investment advisor.

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 five years of industry experience. She holds the Series 66 designation and has worked at Oppenheimer since 2020. Prior to her current role, she spent eight years with Henrico County Public Schools. Oppenheimer serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services such as investment management, consulting, and financial planning. The firm employs strategic and tactical asset allocation and manager selection in constructing client portfolios and acts as a qualified custodian for client assets.

Evan Lankford is a CFA® charterholder with eight years of industry experience. He is currently with Truist Advisory Services and has worked previously 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 charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary management and employing AI-enabled tools and inter-affiliate resources.

Michael Beall is a CFA® charterholder with 45 years of industry experience, currently serving at Davenport & Company LLC in Richmond, VA since 1980. He holds Series 63 and Series 65 licenses and has been involved in various outside activities including serving as Chairman of the Board for Good Samaritan Ministries, a faith-based substance abuse rehabilitation program, and participating as a trustee and finance committee chair for the American Numismatic Society. Additionally, he contributes content and connections to Coinweek.com, an online coin collecting magazine. 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 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 a weekly Investment Policy Committee.

William Morris is a financial advisor at Davenport & Company LLC with two years of industry experience. He holds a Series 66 designation and previously worked at Patrick K. Moore, PC. Outside of finance, he has experience with entrepreneurial ventures including YogaDirect.Com and Mobiledumps, LLC. Davenport & Company LLC is an employee-owned firm that provides 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 through various investment vehicles and tailored strategies.

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® with two years of industry experience, currently serving as a financial advisor at Davenport & Company LLC in Richmond, VA. Prior to joining Davenport, he held multiple roles at the University of the South: Sewanee and briefly worked with Truist Foundations and Endowments Group. Davenport & Company LLC serves individual and institutional clients, offering asset management, brokerage, and advisory services. The firm employs a team-based investment approach and manages various strategies across separately managed accounts, mutual funds, and ETFs.

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.

Marion Pitts is a financial advisor at Truist Advisory Services with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Suntrust Advisory Services, BB&T Securities, and RBC Wealth Management. Outside of her advisory role, she serves as a board member for the Westhampton United Methodist Church Day School in Richmond, VA. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, and a manager-selection program that combines discretionary management and consulting through third-party platforms.

Christian Strahan is a financial advisor at Valic Financial Advisors in Richmond, VA, holding a Series 66 designation with one year of industry experience. He is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm provides portfolio management, financial planning, and consulting services through a large network of advisors and utilizes discretionary unified managed accounts with tax-aware and ESG overlay options.

Irving Chapman IV is a CFA® charterholder with 31 years of experience at Davenport & Company LLC, where he has worked since 1995. He serves on the Board of Trustees for the Medical College of Virginia Foundation, assisting with policy formulation and fiduciary oversight. Davenport & Company LLC is a privately held, employee-owned firm providing investment management and brokerage services to individual and institutional clients, offering a range of products and strategies managed by dedicated portfolio teams and supported by regular committee reviews.