John Hamilton is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 credentials and four years of industry experience. His prior roles include service in the United States Navy and Navy Reserve, as well as positions at LPL Financial, BOFA Securities, and Bank of America. He is also involved with The Legacy Foundation. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to various third-party asset management programs, employing a range of investment strategies and supporting held-away account management through technology partnerships.

David Posner is a financial advisor at Davenport & Company LLC in Charlottesville, VA, holding a Series 66 designation with 13 years of industry experience. He has been with Davenport & Company since 2012. Outside of his advisory role, Posner operates Made by Posner, a sole proprietorship focused on art and event production. 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 services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning through multiple investment strategies and tailored client solutions.

Harrison Taylor is a financial advisor at Truist Advisory Services with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Truist and its predecessor firms since 1997, including Scott & Stringfellow and Bb&T Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Tyler Lux is a financial advisor at Davenport & Company LLC with one year of industry experience. He holds a Series 66 designation and previously worked at S&P Global for 20 years. 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 services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, delivered through multiple investment strategies and managed accounts.

Thomas Bruno is a financial advisor with Truist Advisory Services in Charlottesville, VA. He holds Series 63 and Series 66 licenses and has 12 years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc., Morgan Stanley Smith Barney LLC, and Charles Schwab Bank SSB. 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 utilizes third-party platforms and AI-enabled research tools to support its investment processes.

Anthony Arcuri is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Private Advisor Group and affiliated with LPL Financial since 2015. Outside of his advisory work, he is a notary public. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion for more than 135,000 clients, including individuals, trusts, estates, and corporate plans. The firm offers a range of portfolio management and financial planning services, utilizing multiple investment strategies and third-party platforms to meet client objectives.

Thomas Jackson is a CFP® professional with four years of industry experience, currently serving as an advisor at Kestra Advisory Services. His prior experience includes roles at LPL Financial LLC and Carroll Financial, among others. Jackson is also a notary, providing signature witnessing and documentation services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm serves large institutional investors, including sovereign wealth funds, and provides services such as fiduciary consulting, plan design, and advisor-managed accounts.

Crystal Martin is a financial advisor at &PARTNERS with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wachovia Bank, N.A. She is based in Charlottesville, VA. &PARTNERS serves a wide range of clients, including individual, institutional, and retirement plan participants, offering both advisory and brokerage services. The firm uses a combination of proprietary models and third-party managers, employing fundamental, technical, and quantitative analysis, and operates under a dual RIA and broker-dealer registration.

Judy Esau is a financial advisor with Private Advisor Group, LLC, holding the ChFC® designation and Series 63 license, with 41 years of industry experience. She has been with Private Advisor Group since 2012 and has also worked with LPL Financial since 2011. Outside of her advisory roles, she is a notary and is involved with Breakthrough Insurance Group, focusing on non-variable insurance. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion for more than 135,000 clients, including individuals, trusts, estates, charitable organizations, and corporate and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs, employing a range of investment strategies and collaborating with multiple custodians and platform providers.

Robert Forsyth is a financial advisor with Davenport & Company LLC in Charlottesville, VA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Davenport & Company since 1990 and with its affiliated entity, IA Davenport & Company LLC, since 1997. Outside of his advisory role, Forsyth serves as Board President of the Mariner's Landing - The Pointe Condominium Unit Owners Association. 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 broad range of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, with investment decisions made by portfolio manager teams supported by an Investment Policy Committee.

Brian Williams is a financial advisor with Truist Advisory Services, holding a Series 66 designation and bringing 22 years of industry experience. He has worked with SunTrust Investment Services and SunTrust Advisory Services since 2010. Outside of his advisory role, Williams owns Elite Custom Training in Charlottesville, VA, where he designs individualized fitness routines and leads group boot camps. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a mix of discretionary and non-discretionary approaches, integrating third-party manager relationships and AI-enabled research tools within a broad inter-affiliate structure.

Tonya Croston is a financial advisor at Truist Advisory Services with 33 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Truist and its predecessor entities since 2016. 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 supported by third-party platform and manager arrangements.

Lewis Martin IV is a financial advisor with Commonwealth Financial Network in Charlottesville, VA. He holds a Series 65 designation and has five years of industry experience. His prior work includes six years at Cooley & Associates, PLC, followed by six years at Cooley & Martin. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, providing operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Leslie Arcuri is a financial advisor at Principal Financial Services with Series 63 and Series 65 credentials and 32 years of industry experience. She has worked with Principal Life Insurance Company since 2006 in various roles and currently serves as a bank officer supporting retirement plan accounts across Principal’s insurance, broker-dealer, and trust offerings. Arcuri is also the treasurer for the Briarwood Phase III Homeowners Association in Charlottesville, VA. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through multiple investment and referral arrangements.

Frederic Berry III is a financial advisor with Truist Advisory Services, holding Series 63, Series 65, and Series 66 licenses and possessing 26 years of industry experience. He has worked at SunTrust Advisory Services since 2016 and at SunTrust Investment Services, Inc. since 2010. 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 third-party platform and manager arrangements.

Charles Thacker is a financial advisor at Davenport & Company LLC in Charlottesville, VA, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Davenport & Company and involvement in the Youngkin for Governor campaign. Outside of advising, he manages short-term home rentals in his local area. Davenport & Company LLC is a privately held, employee-owned firm that provides investment management and brokerage services to a diverse client base, including individuals and institutions. The firm offers a range of investment strategies and advisory services supported by dedicated portfolio management teams and regular committee oversight.

Ellen Doyle is a financial advisor at D.A. Davidson & Co. with 22 years of industry experience. She holds a Series 66 designation and previously worked at Truist Investment Services, Inc. and BB&T Securities, LLC. Outside of her advisory role, she is a member and bookkeeper of a family ceramic tile and marble installation business. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm adheres to fiduciary standards under the Advisers Act and ERISA, offering a range of services from retirement plan advisory to comprehensive financial planning and specialized private wealth programs.

Christopher Patton is a financial advisor with First Command Advisory Services, holding Series 65 and Series 63 credentials and two years of industry experience. He has worked at multiple First Command entities since 2023 and is involved with the Bedford Boys Tribute Center. 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 provides financial planning and various wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Jose Leon Garcia is a financial advisor at Private Advisor Group, LLC with one year of industry experience. He holds the Series 66 designation and has previously worked at firms including LPL Financial, CornerStone Partners, and MUFG Investor Services. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs and separately managed account strategies.

Ruth Key is a financial advisor at Davenport & Company LLC with 15 years of industry experience. She holds the Series 66 designation and has been with Davenport since 2010. In addition to her role at Davenport, she is involved with Informed Simplifications LLC, which she has been associated with since 2009. 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 broad range of services, including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, utilizing various strategies managed by specialized teams and committees.