Estrellita Zamora is a financial advisor with Truist Advisory Services in Williamsburg, VA, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. Her career includes roles at Truist Investment Services, Wells Fargo Clearing, Wells Fargo Advisors, and Wachovia Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools and an integrated inter-affiliate platform.

Margaret Taylor is a financial advisor with OSAIC Institutions, INC. She holds a Series 66 designation and has 24 years of industry experience. Her work history includes roles at Bayport Credit Union, Cuso Financial Services, LP, and Wells Fargo Clearing. Taylor is also the owner of Grace Financial LLC, an educational and informational investment-related business. OSAIC Institutions, INC. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and a service model that includes third-party promoters and subadvisory relationships.

Alison Foley is a financial advisor at Davenport & Company LLC with 18 years of industry experience. She holds a Series 66 designation and has been with Davenport since 2007. Outside of her advisory role, Alison serves as Treasurer for the Colonial Connections Networking Group, is a member of the Williamsburg United Methodist Church Endowment Committee, and is Vice Chair of the Board of Directors for the Peake Childhood Center, a nonprofit early childhood education organization. Davenport & Company serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations. The firm offers a range of services such as asset management, retail brokerage, fixed income, public finance, and investment banking, with investment management delivered through dedicated portfolio teams and various advisory programs.

Roger Banville is a financial advisor with Eagle Strategies (New York Life) based in Williamsburg, VA. He holds Series 63 and Series 66 designations and has 30 years of industry experience. Banville has been with New York Life and Nylife Distributors LLC since 2012. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of investment adviser representatives. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, working with various client types including defined contribution and defined benefit plans.

Thomas Hurford is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Prior to joining Stratos in 2013, he worked at The Huntington Investment Company for seven years. Outside of his advisory role, he is involved in a family business that refurbishes and sells older sailboats, as well as creative writing projects including fiction and screenwriting. Stratos Wealth Partners serves a diverse range of clients, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed programs, access to various investment strategies, and retirement plan consulting through a network of investment adviser representatives.

James Mccormick is a financial advisor at Davenport & Company LLC with 10 years of industry experience. He holds a Series 66 designation and has been with Davenport since 2015. Outside of his advisory role, he serves as the head coach for the James City County Public Schools swim team. Davenport & Company LLC serves individual and institutional clients, offering 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 Manager Research team, overseeing separately managed accounts, mutual funds, ETF model portfolios, and unified managed accounts.

Melody Glass is a financial advisor with Truist Advisory Services, holding a Series 66 credential and 15 years of industry experience. She has been with Truist since 2015, including roles at BB&T Securities and Truist Investment Services. Outside of her advisory work, she is the author of a children’s book titled *Bubbles & Bullies*. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration across its affiliated broker-dealer and bank.

Scott Campbell is a financial advisor at First Command Advisory Services with six years of industry experience. He holds the Series 66 designation and previously served in the United States Air Force from 2012 to 2020. His career in financial services has been exclusively with First Command since 2019. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed centrally by an Investment Management Team and Wealth Portfolio Managers using model portfolios and approved third-party managers.

Brooke Tiller is a CFP® with 26 years of industry experience, currently advising at Truist Advisory Services since 2022. Her prior roles include positions at Wells Fargo Clearing and Wachovia Bank. She serves on the boards of Riverside Lifelong Health and the James River Association, organizations focused on community health care and environmental conservation, respectively. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary strategies supported by third-party platforms and AI-enhanced research.

Blake Hicks is a financial advisor with Commonwealth Financial Network and holds a Series 66 designation. He has seven years of industry experience, including roles at Points Wealth, LLC—which he owns—as well as Colonial River Wealth Management, LPL Financial, and Lions Bridge Financial Advisors. Prior to his advisory career, he worked at the National Center for State Courts. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers a comprehensive adviser platform, including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

David Anderson is a CFP® with 33 years of industry experience and has worked at Davenport & Company LLC since 2001. He serves as a volunteer on the finance committee of Williamsburg Christian Academy and is a director on the board of the nonprofit Heart 2 Help. Davenport & Company LLC serves individual and institutional clients, offering asset management, brokerage, fixed income, public finance, and advisory services. The firm combines a full advisory platform with brokerage capabilities and manages multiple mutual funds and separately managed accounts.

Lauren Mitchell is a financial advisor at First Command Advisory Services with five years of industry experience. She holds a Series 66 designation and has worked across multiple entities within the First Command organization since 2020. Prior to her advisory role, she served as an independent contractor for Classical Conversations for eight years. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team and Wealth Portfolio Managers who oversee model portfolios and third-party manager selections.

Aaron Clark is a CFP® with four years of experience at First Command Advisory Services, where he currently serves as a financial advisor. His background includes service in the United States Air Force from 1989 to 2022 and work as an independent contractor from 2016 to 2021. He holds the Series 66 designation and is based in Williamsburg, VA. First Command Advisory Services is an SEC-registered investment adviser focusing on individuals, corporate, and charitable clients, with a particular emphasis on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs that utilize model portfolios and third-party managers, with investment decisions made by a centralized Investment Management Team and Wealth Portfolio Managers.

Timothy Kroskey is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been affiliated with Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc since 2010. Outside of his advisory role, he serves as president of the board of directors for the Colonial Shag Club, a charitable organization. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and FINRA-member broker-dealer, managing billions in assets while providing customized investment strategies through third-party asset manager relationships.

Stefanie Perticone is a financial advisor with Truist Advisory Services in Newport News, VA. She holds a Series 66 designation and has been with the Truist organization since 2016, previously working at Truist Bank before joining Truist Advisory Services and Truist Investment Services in 2026. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, offering solutions such as asset allocation analysis, fiduciary support, and the AMC Advantage manager-selection program. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration across Truist entities.

Jordan Barnette is a financial advisor at Private Advisor Group, LLC with Series 63 and Series 65 credentials and one year of industry experience. Prior to his current role beginning in 2024, he spent ten years at Coastal Church. He is also involved in tax preparation and accounting through Care Net Peninsula. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with a fiduciary-based advisory model offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions including its proprietary WealthSuite platform.

Thomas Ptachick is a CFP® professional with 12 years of industry experience, currently serving at Davenport & Company LLC since 2010. He holds the Series 66 designation and is based in Williamsburg, VA. Outside of his advisory role, he is involved in managing an office building through The Cutler and Ptachick Group. Davenport & Company LLC serves individual and institutional clients, including banks, pension plans, trusts, and nonprofits, offering a range of services such as asset management, brokerage, and investment advisory. The firm emphasizes portfolio management teams and a research-driven approach across various investment strategies and also acts as adviser to multiple mutual funds.

William Ouzts Sr. is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. He has worked at Truist Advisory Services since 2021 and previously spent time at Bb&T Securities, LLC, and Scott & Stringfellow. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and manager selection programs utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Evelyn Eckstrom is a financial advisor at Davenport & Company LLC with five years of industry experience. She holds a Series 66 designation and has been with Davenport since 2020. Her prior work experience includes roles in healthcare and education sectors. Davenport & Company serves individual and institutional clients such as 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 dedicated portfolio manager teams and a variety of managed account programs.

Timothy Geiling is a financial advisor at Davenport & Company LLC with two years of industry experience. He holds the Series 66 designation and has a background that includes multiple roles at ConMed Corporation prior to joining Davenport. Davenport & Company serves individual and institutional clients, offering asset management, brokerage, fixed income, public finance, and investment banking services. The firm’s investment approach involves dedicated portfolio managers, an Investment Policy Committee, and a Manager Research team that oversee a variety of strategies including separately managed accounts, mutual funds, ETFs, and unified managed accounts.