Tyler Lux is a financial advisor at Davenport & Company LLC in Charlottesville, VA, with two years of industry experience. He holds the Series 66 designation and previously spent 20 years at S&P Global. Davenport & Company serves individual and institutional clients, providing asset management, brokerage, fixed income, public finance, and investment banking services. The firm’s advisory platform includes separately managed accounts, model portfolios, and mutual funds managed by dedicated portfolio teams and research staff.

Gregory Kitchin is a financial advisor with Guardian Life and holds the Series 66 designation. He has one year of industry experience, including his current roles at Park Avenue Securities and Guardian Life. His prior work history spans several firms across finance and related sectors. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides personalized wealth management solutions using a combination of advisor-led discretionary management and model-based strategies through proprietary and third-party platforms.

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 credentials and bringing 32 years of industry experience. He has worked at Private Advisor Group since 2015 and was previously with Wells Fargo Clearing from 2007 to 2015. Outside of his advisory role, he is a notary public. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm operates a fiduciary-based model that combines client goal assessment with access to a range of third-party managers and proprietary investment platforms.

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 23 years of industry experience. She holds Series 63 and Series 65 designations. Her prior work includes positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, Wachovia Bank, N.A., and Morgan Stanley DW Inc. &PARTNERS serves a diverse client base, including high-net-worth individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, and municipal advisory services, utilizing a combination of fundamental, technical, and quantitative analysis alongside proprietary and third-party strategies.

Judy Esau is a financial advisor with Private Advisor Group, LLC, holding the ChFC® and Series 63 credentials and bringing 42 years of industry experience. Her prior roles include 22 years at Lincoln Investment and ongoing positions with Private Advisor Group since 2012 and LPL Financial since 2011. She is also involved with Breakthrough Insurance Group providing non-variable insurance services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model that incorporates a variety of investment strategies and leverages proprietary and third-party technology platforms and managed account solutions.

Robert Forsyth is a financial advisor at Davenport & Company LLC in Charlottesville, VA, with 40 years of industry experience. He has been with Davenport since 1990 and holds the Series 63 and Series 65 designations. Forsyth serves as Board President for the Mariner's Landing - The Pointe Condominium Unit Owners Association, overseeing its financial and physical management. Davenport & Company serves individual and institutional clients with a range of services including asset management, retail brokerage, fixed income, public finance, and investment banking. The firm manages portfolios through dedicated teams and offers advisory programs, mutual funds, and municipal bond strategies.

Brian Williams is a financial advisor at Truist Advisory Services with 23 years of industry experience and holds a Series 66 designation. He has worked at various SunTrust entities since 2010 and owns Elite Custom Training, where he designs individual fitness routines and group boot camps. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and a manager-selection program that utilizes both discretionary and non-discretionary approaches.

Larry Weber is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Lincoln Investment Planning since 2015. He holds the Series 66 designation and is based in Charlottesville, VA. Lincoln Investment Planning, LLC is a large enterprise firm serving a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans such as 403(b) and 457(b) programs. The firm offers financial planning, portfolio management, and access to third-party managers, supported by an in-house Investment Management & Research team that constructs strategic model portfolios and dynamic strategies.

Lewis Martin IV is a financial advisor at Commonwealth Financial Network based in Charlottesville, VA. He holds a Series 65 designation and has six years of industry experience, previously working at Cooley & Associates, PLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing about $212.7 billion in client assets. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.

Leslie Arcuri is a financial advisor with Principal Financial Services in Charlottesville, VA, holding Series 63 and Series 65 licenses and 33 years of industry experience. Their career includes over two decades with Principal Securities and Principal Life Insurance Co. Arcuri serves as Treasurer of the Briarwood Phase III Home Owners Association. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money managers through various advisory and promoter 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 credential with three years of industry experience. His background includes roles at Davenport & Company and involvement in a political campaign for Youngkin for Governor. Outside of his advisory duties, he manages a short-term home rental in Charlottesville. Davenport & Company serves individual and institutional clients by providing asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm utilizes dedicated portfolio manager teams and a Manager Research team to oversee various investment strategies, including mutual funds and model portfolios.

Ellen Doyle is a financial advisor at D.A. Davidson & Co. with 23 years of industry experience. She holds a Series 66 designation and has previously worked at Truist Investment Services, Inc. and BB&T Securities, LLC. Outside of finance, 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 offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, equity research, and a Private Wealth program for clients with net worth above $20 million.

Christopher Patton is a financial advisor at First Command Advisory Services with Series 63 and Series 65 credentials and two years of industry experience. His prior work includes service with the Army National Guard and involvement with the Bedford Boys Tribute Center. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm provides financial planning and various wrap-fee asset management programs through a centralized Investment Management Team and Wealth Portfolio Managers.

Jose Leon Garcia is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and two years of industry experience. His prior roles include positions at LPL Financial, CornerStone Partners, MUFG Investor Services, and ProShares. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans through discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm offers managed account solutions including its proprietary WealthSuite platform, third-party programs, and alternative investments, employing a fiduciary-based advisory model with access to various strategies and technology platforms.

Ruth Key is a financial advisor at Davenport & Company LLC in Charlottesville, VA, holding a Series 66 designation and bringing 15 years of industry experience. She has been with Davenport since 2010 and is also involved with Informed Simplifications LLC. Davenport & Company serves individual and institutional clients, offering asset management, retail brokerage, fixed income, public finance, and investment banking services. The firm’s investment approach includes dedicated portfolio manager teams and a Manager Research group that constructs strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Ralph Rush Jr. is a financial advisor at Davenport & Company LLC in Charlottesville, VA, holding Series 63 and Series 65 licenses with 43 years of industry experience. He has been with Davenport since 1990. Outside of his advisory work, he is active as a musician in Richmond, VA. Davenport & Company serves individual and institutional clients, offering asset management, retail brokerage, fixed income, public finance, and investment banking services. The firm’s asset management approach includes dedicated portfolio teams and multiple investment strategies, and it acts as adviser to six mutual funds while also providing municipal finance services.

Chenchen Yin is a financial advisor at Kestra Advisory with 10 years of industry experience. Yin holds a Series 66 designation and has previously worked at LPL Financial, Ameriprise Financial Services Inc, Private Advisor Group, and Piedmont Wealth Management. Outside of advisory work, Yin is involved in leadership and client relationship management within a financial planning and investment management business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients. The firm offers services including fiduciary consulting, plan-level investment advice, employee education, and access to multiple management platforms and third-party solutions.