Francis Johnstone is a financial advisor at Davenport & Company LLC with 27 years of industry experience. He holds the Series 66 designation and has been with Davenport & Company since 1998. Outside of his advisory role, he serves as chairman and part owner of J Boats, Inc. Davenport & Company LLC is a privately held, employee-owned firm providing 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 managed by dedicated portfolio teams supported by an Investment Policy Committee.

Caroline Dominguez is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and six years of industry experience. She previously worked at Ameriprise, Wells Fargo Clearing, and Wells Fargo NA. Dominguez provides administrative support to Private Advisor Group, an independent investment advisor firm. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives and access to a range of third-party asset managers and proprietary advisory programs.

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.

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 with D.A. Davidson & Co., holding a Series 66 designation and 13 years of industry experience. He has worked at D.A. Davidson since 2021 and previously held roles at Truist Advisory Services, Truist Investment Services, and Bb&T Securities. Outside of his advisory work, Armstrong serves as president and chapter lead of the nonprofit American Outlaws Charlottesville, organizing charitable events in the community. D.A. Davidson & Co. offers investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, and corporate clients. The firm follows fiduciary standards and provides comprehensive financial planning, ERISA retirement plan advisory, and specialized wealth management programs.

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 prior roles include service in the United States Navy and Navy Reserve, as well as positions at LPL Financial, BOFA Securities, and Bank of America. He is also involved with The Legacy Foundation. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to various third-party asset management programs, employing a range of investment strategies and supporting held-away account management through technology partnerships.

David Posner is a financial advisor at Davenport & Company LLC in Charlottesville, VA, holding a Series 66 designation with 13 years of industry experience. He has been with Davenport & Company since 2012. Outside of his advisory role, Posner operates Made by Posner, a sole proprietorship focused on art and event production. 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 variety of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning through multiple investment strategies and tailored client solutions.

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 at First Citizens Investor Services, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Morgan Stanley Private Bank and Mbsc Securities Corporation. Outside of his advisory role, he is involved in local sports, serving as a lacrosse coach and working with University of Virginia athletics in various capacities. First Citizens Investor Services, Inc. provides investment advisory and brokerage services to a diverse client base, including individuals, trusts, and institutional clients. The firm integrates fundamental, quantitative, and technical analysis with a range of portfolio management options and benefits from its affiliation with a bank holding company, which offers access to banking resources and unique operational relationships.

Tyler Lux is a financial advisor at Davenport & Company LLC with one year of industry experience. He holds a Series 66 designation and previously worked at S&P Global for 20 years. 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 variety of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, delivered through multiple investment strategies and managed accounts.

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 licenses and bringing 31 years of industry experience. He has been with Private Advisor Group and affiliated with LPL Financial since 2015. Outside of his advisory work, he is a notary public. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion for more than 135,000 clients, including individuals, trusts, estates, and corporate plans. The firm offers a range of portfolio management and financial planning services, utilizing multiple investment strategies and third-party platforms to meet client objectives.

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 at NewEdge Advisors with 20 years of industry experience. He holds a Series 66 designation and has worked previously at UBS Financial Services, RBC Capital Markets, and City National Bank. Outside of his advisory role, he operates Equo Investments, LLC, a sole proprietorship focused on buying and selling investment horses, and serves on the boards of Air-Clenz LLC, an air purification startup, and Neuro Rays, a company developing optical systems. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting, utilizing a range of investment approaches and regular portfolio reviews.

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 licenses and has worked previously at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wachovia Bank, N.A. She is based in Charlottesville, VA. &PARTNERS serves a wide range of clients, including individual, institutional, and retirement plan participants, offering both advisory and brokerage services. The firm uses a combination of proprietary models and third-party managers, employing fundamental, technical, and quantitative analysis, and operates under a dual RIA and broker-dealer registration.

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® designation and Series 63 license, with 41 years of industry experience. She has been with Private Advisor Group since 2012 and has also worked with LPL Financial since 2011. Outside of her advisory roles, she is a notary and is involved with Breakthrough Insurance Group, focusing on non-variable insurance. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion for more than 135,000 clients, including individuals, trusts, estates, charitable organizations, and corporate and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs, employing a range of investment strategies and collaborating with multiple custodians and platform providers.

Robert Forsyth is a financial advisor with Davenport & Company LLC in Charlottesville, VA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Davenport & Company since 1990 and with its affiliated entity, IA Davenport & Company LLC, since 1997. Outside of his advisory role, Forsyth serves as Board President of the Mariner's Landing - The Pointe Condominium Unit Owners Association. 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 broad range of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, with investment decisions made by portfolio manager teams supported by an Investment Policy Committee.