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 at TIAA-CREF in Charlottesville, VA, holding Series 63 and Series 66 credentials with 31 years of industry experience. He has been with TIAA-CREF and TIAA since 2007, following five years at BB&T Investment Services and one year at Truist Investment Services. 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. The firm serves clients often connected through TIAA-administered employer retirement plans and provides access to affiliated services including TIAA Trust and a donor-advised fund.

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.

Francis Johnstone is a financial advisor at Davenport & Company LLC with 27 years of industry experience. He holds a Series 66 designation and has been with Davenport since 1998. Outside of his advisory role, he serves as Chairman and part owner of J Boats, Inc. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, nonprofits, and corporations, providing asset management, brokerage, fixed income, public finance, and investment banking services. The firm manages a range of strategies through dedicated portfolio teams and is adviser to six mutual funds.

Caroline Dominguez is a financial advisor with Private Advisor Group, LLC and holds the Series 66 designation. She has six years of industry experience, having worked previously at Ameriprise and Wells Fargo. 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 and utilizes both proprietary and third-party investment platforms and strategies.

Delicia Dzhivhuho is a financial advisor with Truist Advisory Services in Charlottesville, VA, holding a Series 66 designation. She has one year of industry experience, including prior roles at Ninety One and Invest Asset Management. 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 AI-enabled equity research and oversight from its Investment Advisory Group and CIO.

Richard Carroll is a financial advisor at TIAA-CREF with six years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for five years. TIAA-CREF Individual & Institutional Services offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm uses a fiduciary standard for its RIA services and provides access to customized and model portfolio management through various advisory programs.

David Parkinson is a CFA® charterholder based in Orange, Virginia, with 23 years of experience in the financial services industry. He has worked at Greylin Investment Management Inc for over three decades and held roles at Pgi Wealth Management before joining CWM, LLC and Carson Wealth in 2026. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages portfolios on a discretionary basis using model portfolios and integrates fundamental and technical analysis, third-party sub-advisors, and customization tools, with an emphasis on retirement plan services and transparent conflict-of-interest disclosures.

Britt Hockenberry is a CFP® with 13 years of industry experience, currently affiliated with Kestra Advisory. Prior to joining Kestra in 2025, Hockenberry worked at LPL Financial and Ameriprise Financial Services. Outside of advisory roles, Hockenberry serves as a notary and is involved in managing invoicing and deposits for a preschool organization. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including services such as fiduciary consulting, plan design, and benchmarking. The firm manages approximately $79.8 billion in assets and serves a broad client base that includes sovereign wealth funds and large institutional investors.

Bradley Armstrong is a financial advisor at D.A. Davidson & Co. with 13 years of industry experience. He holds a Series 66 designation and has worked at D.A. Davidson since 2019, following eight years at Bb&T Securities and brief roles at Truist Advisory Services and Truist Investment Services. Armstrong is the president and chapter lead of American Outlaws Charlottesville, a nonprofit organization involved in organizing charitable events. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, high-net-worth individuals, and charitable organizations. The firm provides fiduciary-standard advice, using qualitative and quantitative tools, and offers services ranging from retirement plan advisory to comprehensive financial planning and private wealth management.

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 background includes roles at LPL Financial, BOFA Securities, Bank of America, and a decade of service in the United States Navy. He is also involved with The Legacy Foundation. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model that incorporates multiple investment strategies and technology platforms.

David Posner is a financial advisor at Davenport & Company LLC in Charlottesville, VA, holding the Series 66 designation with 13 years of industry experience. He has been with Davenport since 2012. Outside of his advisory role, he operates Made by Posner, an art and event production business, where he creates and supplies art and production equipment for events. Davenport & Company serves individual and institutional clients, offering asset management, brokerage, fixed income, public finance, and advisory services. The firm’s asset management approach involves dedicated portfolio teams and research specialists, and it manages a range of investment programs including separately managed accounts and mutual funds.

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.

Scott Shriver is a financial advisor with First Citizens Investor Services, Inc. in Charlottesville, VA, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He previously worked at Morgan Stanley Private Bank and Mbsc Securities Corporation. Outside of his advisory role, Shriver coaches lacrosse locally and works as a scoreboard operator for University of Virginia athletics events. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals—including high-net-worth clients—pension plans, charitable organizations, and businesses. The firm employs a client-focused process incorporating fundamental, quantitative, and technical analysis to manage diversified portfolios across multiple asset classes.

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 Park Avenue Securities. He holds the Series 66 designation and has recently begun his career in financial services, having worked at Park Avenue Securities since 2026. Prior to this, he held positions at Cadence Inc, Advanced Group, Syneos Health, PRA Health Sciences, Euro-Composites, and Cenlar FSB. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser owned by The Guardian Life Insurance Company of America. The firm serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with a range of brokerage and advisory services, utilizing proprietary and third-party investment programs.

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.