Theodore Barger is a CFP® with 30 years of experience in the financial advisory industry. He is currently with Truist Advisory Services, where he has worked since 2021, following prior roles at BB&T-affiliated firms. 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 platforms and AI-enabled research tools.

Ryan Young is a financial advisor with Truist Advisory Services, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Truist Investment Services, Truist Bank, and several small businesses. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing both discretionary and non-discretionary management approaches supported by third-party platforms and research tools.

James Rennie is a financial advisor with Davenport & Company LLC in Charlottesville, VA, holding Series 63 and Series 65 certifications and bringing 48 years of industry experience. He has been with Davenport & Company LLC since 1991. Davenport & Company LLC is a privately held, employee-owned firm that provides investment management and brokerage services to individual and institutional clients, including banks, pension plans, trusts, and non-profit organizations. The firm offers a variety of investment strategies and services delivered through managed accounts, mutual funds, ETFs, and retirement solutions, supported by dedicated portfolio teams and regular committee oversight.

Michelle Bishop is a financial advisor with \u0026PARTNERS in Charlottesville, VA. She holds a Series 66 designation and has 17 years of industry experience, including 13 years with Wells Fargo Clearing and WELLS FARGO Advisors, LLC. \u0026PARTNERS serves a diverse client base that includes individual and institutional investors, offering investment advisory, brokerage, financial planning, and retirement plan consulting services. The firm utilizes the Envestnet platform alongside proprietary and third-party investment strategies and operates uniquely as both a broker-dealer and registered investment advisor.

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 two years of industry experience. She holds the Series 66 designation and previously worked for Wells Fargo Clearing for 15 years. She is based in Charlottesville, VA. &PARTNERS serves a wide range of clients, including individuals, retirement plans, charitable organizations, and sovereign wealth funds, offering both investment advisory and brokerage services. The firm employs a combination of proprietary and third-party investment strategies and operates as both a broker-dealer and registered investment adviser.

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 holds Series 63 and Series 65 designations. Prior to joining &PARTNERS in 2026, he worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC from 2014 to 2026 and at Wells Fargo Bank NA from 2012 to 2021. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers investment advisory and brokerage services, financial planning, ERISA consulting, and investment banking, using a combination of proprietary and third-party strategies executed through Envestnet and NFS platforms.

David Dunwody is a Series 66 licensed financial advisor with 14 years of industry experience. He has been with Davenport & Company LLC in Charlottesville, VA since 2012. 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 separately managed accounts, model delivery, and a range of mutual fund and ETF strategies.

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 credentials and over 30 years of industry experience. He has worked with TIAA-CREF since 2007, with a brief period at Spire Wealth Management in 2021. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm distinguishes between one-time planning services and ongoing portfolio management, providing model or customized portfolios under a fiduciary standard.

Timothy Beczkowski is a financial advisor at D.A. Davidson & Co. with 25 years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions 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 diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers services ranging from retirement plan advisory to comprehensive financial planning and wealth management.

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 & Company since 1987. 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 range of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, with investment decisions made by dedicated portfolio manager teams and supported by multiple specialized committees.

William Taylor is a financial advisor with Truist Advisory Services in Charlottesville, VA, holding a Series 66 credential and 12 years of industry experience. He has worked at Truist Advisory Services and Truist Investment Services since 2021, and previously at BB&T Securities from 2013 to 2021. Outside of his advisory role, he is a member of the Charlottesville Angel Network, a group of private investors focused on early-stage companies, and 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, 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.

Walter Williams is a financial advisor at Davenport & Company LLC in Charlottesville, VA, holding Series 63 and Series 66 credentials with six years of industry experience. He joined Davenport & Company in 2022 after a 25-year tenure at CIBC World Markets. Davenport & Company LLC is a privately held, employee-owned firm providing investment management and brokerage services to individual and institutional clients, including banks, pension plans, trusts, and non-profit organizations. The firm offers a variety of services such as asset management, retail brokerage, public finance, investment banking, and financial planning, with investment strategies managed by dedicated portfolio teams and supported by regular committee oversight.

Patrick Carroll is a CFP®, CFA®, and holds a Series 66 license with 15 years of industry experience. He has worked at \u0026PARTNERS since 2026 and previously spent 11 years at Wells Fargo Clearing and Wells Fargo Advisors, LLC. \u0026PARTNERS serves a diverse range of clients including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers both investment advisory and brokerage services, utilizing a mix of proprietary and third-party strategies delivered through the Envestnet platform.

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 five years of industry experience. He holds the Series 66 designation and has worked at Davenport since 2020. Prior to joining Davenport, he was employed at Merkle and the University of Virginia. Outside of his advisory role, Crawley serves on the Board of Directors for the Nelson County Chamber of Commerce. Davenport & Company LLC is a privately held, employee-owned firm that provides investment management and brokerage services to individual and institutional clients, including banks, pension plans, trusts, and nonprofits. The firm offers a variety of investment strategies managed by dedicated portfolio teams and supports a combination of advisory and broker-dealer activities.

Jeffrey Brown Jr. is a financial advisor at Truist Advisory Services with five years of industry experience. He holds the Series 66 designation and has worked at various Truist and related firms since 2016, including First Citizens and SunTrust. 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 management approaches and utilizes third-party platforms and AI-enabled research tools in its investment process.