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 23 years of industry experience. She holds Series 63 and Series 65 designations. Her prior work includes positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, Wachovia Bank, N.A., and Morgan Stanley DW Inc. &PARTNERS serves a diverse client base, including high-net-worth individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, and municipal advisory services, utilizing a combination of fundamental, technical, and quantitative analysis alongside proprietary and third-party strategies.

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.

Larry Weber is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Lincoln Investment Planning since 2015. He holds the Series 66 designation and is based in Charlottesville, VA. Lincoln Investment Planning, LLC is a large enterprise firm serving a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans such as 403(b) and 457(b) programs. The firm offers financial planning, portfolio management, and access to third-party managers, supported by an in-house Investment Management & Research team that constructs strategic model portfolios and dynamic strategies.

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 with Principal Financial Services in Charlottesville, VA, holding Series 63 and Series 65 licenses and 33 years of industry experience. Their career includes over two decades with Principal Securities and Principal Life Insurance Co. Arcuri serves as Treasurer of the Briarwood Phase III Home Owners Association. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money managers through various advisory and promoter 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.

Christopher Patton is a financial advisor at First Command Advisory Services with Series 63 and Series 65 credentials and two years of industry experience. His prior work includes service with the Army National Guard and involvement with the Bedford Boys Tribute Center. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm provides financial planning and various wrap-fee asset management programs through a centralized Investment Management Team and Wealth Portfolio Managers.

Howard Barnett is a financial advisor at Concurrent Investment Advisors, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Purshe Kaplan Sterling Investment, Spire Investment Partners, Wells Fargo Advisors Financial Network, and UBS Financial Services. Outside of finance, he is a compensated musician in the Mid Life Crisis Band and is involved in screenplay marketing through Patterson Boys, LLC. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers customized, primarily long-term portfolio management using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors serving over 13,000 clients.

Jose Leon Garcia is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and two years of industry experience. His prior roles include positions at LPL Financial, CornerStone Partners, MUFG Investor Services, and ProShares. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans through discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm offers managed account solutions including its proprietary WealthSuite platform, third-party programs, and alternative investments, employing a fiduciary-based advisory model with access to various strategies and technology platforms.

Ruth Key is a financial advisor at Davenport & Company LLC in Charlottesville, VA, holding a Series 66 designation and bringing 15 years of industry experience. She has been with Davenport since 2010 and is also involved with Informed Simplifications LLC. Davenport & Company serves individual and institutional clients, offering asset management, retail brokerage, fixed income, public finance, and investment banking services. The firm’s investment approach includes dedicated portfolio manager teams and a Manager Research group that constructs strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.