Theodore Barger is a CFP® professional with 31 years of industry experience, currently serving with Truist Advisory Services since 2021. His prior roles include positions at Bb&T Securities, LLC, and BB&T Investment Services, Inc. He holds the Series 63 and Series 66 licenses. 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 uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and AI-enabled research tools.

Ryan Young is a financial advisor at Truist Advisory Services with three years of industry experience. He holds the Series 66 designation and has worked in various roles within Truist-affiliated entities since 2021. Prior to his career in financial services, he held positions in retail and service businesses, including the Cavalier Store and Aly Pizza. 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 a blend of discretionary and non-discretionary manager solutions and integrates third-party platforms and AI-enabled research tools within its investment process.

James Rennie is a financial advisor with Davenport & Company LLC in Charlottesville, VA, holding Series 63 and Series 65 licenses and possessing 49 years of industry experience. He has been with Davenport & Company since 1991, totaling 35 years at the firm. Davenport & Company serves individual and institutional clients, including 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 a focus on dedicated portfolio management teams and a range of separately managed accounts, mutual funds, and ETF model portfolios.

Michelle Bishop is a Series 66 licensed financial advisor with 17 years of industry experience. She has been with &PARTNERS since 2026 and previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC from 2013 to 2026. &PARTNERS serves a diverse range of clients, including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and retirement-plan consulting, utilizing a combination of proprietary and third-party strategies with ongoing account monitoring.

John Sentner is a CFP® and Series 65-registered financial advisor with Creative Planning, where he has worked since 2025. He has three years of industry experience, including prior roles at Wellspring Financial Partners and Jackson Hewitt Tax Services. Outside of finance, he has been involved with nonprofit organizations such as the YMCA of Greater Pittsburgh and Catholic Charities Pittsburgh. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment process focused on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and a centralized investment infrastructure.

Heather Nadeau is a financial advisor at &PARTNERS with a Series 66 credential and two years of industry experience. She previously worked for Wells Fargo Clearing for 15 years before joining &PARTNERS. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management and financial planning services through both discretionary and non-discretionary approaches, utilizing a range of analytical methods and third-party strategies.

Gregory Switzer is a financial advisor with TIAA-CREF in Charlottesville, VA, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked at TIAA and TIAA-CREF since 1997. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm distinguishes its planning services from ongoing discretionary management and serves as adviser to a donor-advised fund while operating within a vertically integrated group utilizing affiliated funds.

Noah Elias is a financial advisor at &Partners with 11 years of industry experience. He previously worked at Wells Fargo Clearing, Wells Fargo Advisors, LLC, and Wells Fargo Bank NA. &Partners serves a diverse range of clients, including high-net-worth individuals, retirement plans, and institutional organizations. The firm offers investment management, financial and tax planning, and consulting services, utilizing a combination of fundamental, technical, and quantitative analysis across proprietary and third-party strategies.

David Dunwody is a financial advisor with Davenport & Company LLC in Charlottesville, VA, holding a Series 66 designation and having 14 years of industry experience. He has been with Davenport & Company since 2012. Davenport & Company serves individual and institutional clients, offering asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s asset management includes dedicated portfolio manager teams and manages a range of strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Joseph Coulson is a financial advisor at Farther with 30 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked for nine years at Grand Strategy Capital, LLC. Coulson is based in Charlottesville, VA. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a combination of digital platforms and in-person meetings. The firm’s investment approach uses Modern Portfolio Theory implemented via proprietary models and algorithmic rebalancing, focusing on ETFs, mutual funds, equities, and fixed income while incorporating AI tools under internal controls.

Todd Saunders is a financial advisor with TIAA-CREF in Charlottesville, VA, holding Series 63 and Series 65 designations and over 31 years of industry experience. He has worked with TIAA-CREF and Tiaa since 2007, with brief roles at Spire Wealth Management and Spire Securities in 2021. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm also serves as adviser to the TIAA Donor Advised Fund and employs a fiduciary standard across its advisory services.

Timothy Beczkowski is a financial advisor at D.A. Davidson & Co. with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Truist Advisory Services, Truist Investment Services, BB&T Securities, and Scott & Stringfellow. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad range of clients, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, and a Private Wealth program for clients with assets exceeding $20 million, operating under fiduciary standards and utilizing both qualitative and quantitative analysis.

Lee Morris is a financial advisor at Empower Advisory Group with two years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial LLC and Wealthcare Advisory Partners LLC. Lee also provides investment advisory services through Wealthcare Advisory Partners LLC, an independent registered investment advisor. Empower Advisory Group offers financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and select retail brokerage clients. The firm delivers services through an integrated model connected to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing within plan lineups chosen by plan sponsors.

Avrom Posner is a financial advisor at Davenport & Company LLC with 45 years of industry experience. He has been with Davenport since 1987. Posner holds Series 63 and Series 65 licenses. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, nonprofits, and corporations. The firm offers asset management, brokerage, fixed income, public finance, and investment banking services, with a focus on separately managed accounts and model portfolios overseen by dedicated portfolio manager teams and an Investment Policy Committee.

William Taylor is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 13 years of industry experience. He has worked at Truist Advisory Services and Truist Investment Services since 2021, and prior to that, he was with BB&T Securities for eight years. Taylor is a member of the Charlottesville Angel Network, a group of accredited investors who support private companies, and he serves as treasurer and chair of the finance committee at St. Paul's Memorial Church at the University of Virginia. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager relationships, supported by AI-enabled research and inter-affiliate integration across its affiliated broker-dealer and bank.

Walter Williams is a financial advisor with Davenport & Company LLC in Charlottesville, VA, holding Series 63 and Series 66 designations. He has 7 years of industry experience, including prior work at CIBC World Markets from 1997 to 2022. Davenport & Company serves individual and institutional clients, providing asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. Its Investment Advisory division offers separately managed accounts, model delivery, financial planning, and other advisory programs supported by dedicated portfolio teams and a Manager Research group.

Patrick Carroll is a financial advisor at &PARTNERS with 15 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. Prior to joining &PARTNERS, he worked for Wells Fargo Clearing and WELLS FARGO Advisors, LLC for a combined 11 years. &PARTNERS serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan consulting. The firm employs a variety of analytical methods and manages accounts through both in-house advisors and third-party managers.

Garnett Riddle Jr. is a financial advisor with TIAA-CREF in Charlottesville, VA, holding Series 66 and Series 63 designations and bringing 31 years of industry experience. He has been with TIAA-CREF since 2007. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm’s advisory model separates one-time planning services from ongoing discretionary management and operates within a vertically integrated structure that includes affiliated funds.

Michael Crawley is a financial advisor at Davenport & Company LLC with six years of industry experience. He holds a Series 66 designation and has prior work experience at the University of Virginia and Merkle. Outside of his advisory role, he serves on the Board of Directors for the Nelson County Chamber of Commerce. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, and nonprofits, offering a range of services such as asset management, retail brokerage, fixed income, public finance, and investment banking. The firm’s investment advisory division manages separately managed accounts, model portfolios, and mutual funds through dedicated portfolio teams and research committees.

Jeffrey Brown Jr. is a financial advisor with Truist Advisory Services holding a Series 66 designation and six years of industry experience. He has worked within various Truist and First Citizens entities since 2016. Outside of his advisory role, he manages a rental property in Earlysville, Virginia. 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, and fiduciary support while utilizing a mix of discretionary and non-discretionary manager relationships supported by third-party platforms and AI-enabled research tools.