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.

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.

Bradley Jay Blum is a financial advisor with NewEdge Advisors, holding a Series 66 designation and bringing 20 years of industry experience. His prior roles include positions at City National Bank, RBC Capital Markets, and UBS Financial Services. Outside of his advisory work, he operates Equo Investments, LLC, a sole proprietorship involved in buying and selling investment horses, and serves on the boards of Air-Clenz LLC, a startup focused on air purification, and Neuro Rays, a company developing optical systems. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a range of portfolio management and consulting services, employing multiple program structures and centralized due diligence, and integrates technology tools and artificial intelligence in its operations.

Steven Fish is a financial advisor at Eagle Strategies (NY Life) with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with New York Life Insurance Company since 2001. Outside of his advisory role, he is the owner and captain of Mary Chan Charters, a fishing guide service located in Powhatan, Virginia. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm focuses on tailored recommendations across multiple program types and manages a substantial portion of assets on a non-discretionary basis.

Crystal Martin is a financial advisor at &PARTNERS with 22 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Wells Fargo Clearing and Wells Fargo Advisors LLC prior to joining &PARTNERS. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, foundations, and corporations, offering investment management, financial and tax planning, and other advisory services. The firm employs a mix of fundamental, technical, and quantitative analysis, managing accounts directly or through third-party managers.

Walter Megonigal III is a financial advisor at Farther with 17 years of industry experience. He holds the Series 66 designation and previously worked for 15 years at Grand Strategy Capital LLC. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke or proprietary algorithmic model portfolios, primarily allocating among ETFs, mutual funds, individual equities, and fixed income.

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.

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.

Larry Weber is a CFP® and holds a Series 66 license with 10 years of industry experience. He has been with Lincoln Investment Planning since 2015. Based in Charlottesville, VA, he provides financial advisory services through Lincoln Investment. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and a range of advisor- and firm-managed investment programs, employing both strategic and tactical approaches supported by quantitative and adaptive models.

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.

Evan Sterling is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with Truist Advisory Services and Truist Investment Services since 2021 and previously worked at BB&T Securities and BB&T Investments. Outside of his advisory work, he manages rental properties independently. 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 strategies.

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.