Catherine Taylor is a financial advisor at &Partners with 13 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing for eight years before joining &Partners in 2024. &Partners serves a broad range of individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and ERISA 3(21) consulting through both discretionary and non-discretionary approaches, utilizing a combination of proprietary and third-party strategies.

Don Damron is a financial advisor with Eagle Strategies (NY Life) in Glen Allen, VA, holding Series 63 and Series 66 designations and 19 years of industry experience. He has worked with Eagle Strategies since 2020 and has been affiliated with New York Life and NyLife Securities since 2006 and 2007, respectively. Outside of advising, Damron serves as the head coach of the Kanawha Football Organization. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types tailored to client objectives, including work with defined contribution and defined benefit plans, and emphasizes non-discretionary asset management within an integrated New York Life affiliate structure.

Robert Hardesty Jr. is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 credentials and 22 years of industry experience. Prior to joining Wealth Enhancement Group and Wealth Enhancement Advisory Services in 2023, he spent 18 years at The Burney Company. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a wide range of clients, including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement plan consulting, employing a strategic investment process that combines passive and active managers guided by an internal Investment Committee.

Geoffrey Gardner is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and having 26 years of industry experience. His career includes extensive tenure at Guardian Life Insurance Company and Park Avenue Securities since 2013. Outside of his primary roles, he occasionally sells insurance products through Consolidated Planning, Inc. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, access to proprietary and third-party advisory solutions, and integrates various financial planning and consulting services.

James Smythe is a financial advisor with Davenport & Company LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Davenport since 2009 and was previously with Merrill Lynch, Pierce, Fenner & Smith from 1990 to 2009. Davenport serves individual and institutional clients, including banks, pension plans, trusts, nonprofits, and corporations, offering services such as asset management, retail brokerage, and investment banking. The firm organizes its asset management through dedicated portfolio teams and a Manager Research team, managing strategies across separate accounts, mutual funds, ETFs, and unified managed accounts.

Linda Poole is a financial advisor with Eagle Strategies (NY Life) based in Glen Allen, VA. She holds Series 63 and Series 66 licenses and has 10 years of industry experience, including roles at NYLIFE Securities LLC and New York Life Insurance Company. Outside of her advisory work, she serves as a board member for Safe Harbor, an organization supporting individuals affected by domestic violence and related issues, and participates in community service activities through Delta Sigma Theta Sorority, Incorporated. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse clientele including individual investors, institutional sponsors, and charitable organizations. The firm emphasizes tailored advice across various program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Walter Dance is a financial advisor with Eagle Strategies (NY Life) based in Glen Allen, VA. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to his career in financial services, he spent 11 years operating Dance's Sporting Goods. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of advisory programs tailored to client objectives and emphasizes non-discretionary asset management within an integrated New York Life affiliate structure.

Aaron Smith is a financial advisor with Centaurus Financial, Inc. in Glen Allen, VA, holding Series 63 and Series 65 designations and over 30 years of industry experience. He has been with Centaurus Financial since 1996 and has held concurrent roles at Interstate Specialty Marketing, Primerica Financial Services, and Richmond Federal Credit Union. Outside of his advisory work, Smith hosts a non-interactive radio show discussing money and lifestyle topics and is an author of several financial books. He also facilitates church education meetings, teaches wealth-building modules focused on African American generational legacy, and educates federal employees on government benefits. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm delivers financial planning and portfolio management through the CLASSIC Plus platform, offering discretionary and non-discretionary arrangements and utilizing a mix of fundamental, technical, bottom-up, and top-down analysis in its investment approach.

Patricia Branch is a CFP® and ChFC® with 15 years of industry experience, currently serving at Eagle Strategies (NY Life) since 2018. She has held roles with Nylife Securities LLC and New York Life Insurance Company since 2012. Branch is a board member of the Children's Hospital Foundation in Richmond, supporting its programs and participating in gift shop activities. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of advisors. The firm offers multiple advisory programs tailored to client objectives and maintains a predominantly non-discretionary asset base.

Eric Shoenfeld is a financial advisor with Prime Capital Financial in Richmond, VA, holding a Series 65 credential and 21 years of industry experience. His prior roles include positions at Financial Engines Advisors and The Mutual Fund Store. Outside of his advisory work, Shoenfeld serves as Treasurer and Trustee for the Richmond Jewish Foundation’s 403(b) plan and has held leadership roles with Jewish Family Services, including President of the Board. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services that include asset management, financial planning, retirement plan trustee services, and family office offerings. The firm employs a range of investment strategies across discretionary and non-discretionary accounts and has affiliated tax and family office practices.

Jennifer Rose is a financial advisor with Commonwealth Financial Network in Richmond, VA, holding a ChFC® designation and Series 63 and 66 licenses. She has 20 years of industry experience, including nearly two decades at Mass Mutual Investors Services and MassMutual Insurance Company. She is also co-owner of True North Advisors, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and back-office support. The firm offers discretionary model portfolios and multiple program structures, combining investment management, technology, and compliance services for affiliated advisors.

Grace Borden is a financial advisor with \u0026Partners, holding a Series 66 designation and seven years of industry experience. Prior to joining \u0026Partners in 2024, she worked at UBS Financial Services Inc. for six years and held positions at The Hardshell and Roan. \u0026Partners serves a diverse client base including high-net-worth individuals, institutions, and private businesses, offering investment management, financial and tax planning, and retirement-related services through both advisory and brokerage platforms. The firm employs a variety of analytical approaches and model portfolios, and it maintains activities in municipal advisory and underwriting.

Blake Lewis is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 19 years of industry experience. He has worked at Truist Advisory Services and Truist Investment Services since 2021, and previously held roles at Bb&T Securities and Bbtis from 2012 to 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary manager relationships supported by AI-enabled research tools and emphasizes inter-affiliate integration in its advisory approach.

Roy Hamilton Jr. is a financial advisor with Creative Planning in Richmond, VA, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Cetera Wealth Services, SageView Advisory Group, and Charles Schwab. He also served nine years in the military. Creative Planning provides wealth management and financial planning services to individuals, retirement plans, trusts, foundations, and corporations. The firm emphasizes a financial-planning-led investment approach focused on low-cost indexing and buy-and-hold strategies, managing over $295 billion in client assets through a large team of advisors and a broad service platform.

Russell Cumbea III is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He previously worked over three decades at MML Investors Services, Inc. and Massachusetts Mutual Life Insurance Company. He is also co-owner of RC Financial, LLC, a private entity established to facilitate advisory business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of individual and institutional clients. The firm offers a comprehensive adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Franklin Butler Jr. is a financial advisor with Commonwealth Financial Network based in Richmond, VA. He holds the CFP® designation and has 23 years of industry experience, including 20 years with Mass Mutual Investors Services and Massmutual Life Insurance Co. He is also a co-owner of True North Advisors, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and services, combining operational and technological support with investment management and compliance oversight for affiliated advisors.

Thomas Vlahakis is a financial advisor with Centaurus Financial, Inc., holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Centaurus Financial since 2002. Outside of his advisory role, he serves as president of Vlahakis Financial Inc. and is involved in health insurance and employee benefits through The Capital Group. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers a range of financial planning and portfolio management services with both discretionary and non-discretionary arrangements, utilizing multiple analytical approaches and model overlay programs.

Matthew Rubin is a financial advisor with Eagle Strategies (NY Life) in Glen Allen, VA, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has been with Eagle Strategies since 2021 and has worked with Nylife Securities LLC and New York Life Insurance Company since 2013. Rubin serves as a board member of the FORE Foundation, assisting with fundraising and coordinating local community charity events. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of its assets managed on a non-discretionary basis.

Nicholas Giordano is a financial advisor with &Partners who holds the Series 66 designation and has 15 years of industry experience. He previously worked at Wells Fargo Advisors LLC for 19 years and at Ampersand Partners. Outside of advising, he is an author of a book titled "Around Starting Your Career" and co-owner of a fictional screenplay writing project based in Philadelphia. &Partners serves a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and ERISA consulting, utilizing a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts.

Camden Breneman is a financial advisor at Truist Advisory Services with two years of industry experience. He holds a Series 66 designation and has worked at firms including Commonwealth Financial Network and Stern & Heatwole Financial Group. Breneman's background also includes roles outside of finance, such as positions at James Madison University and DoorDash. 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, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.