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.

Seth Price is a financial advisor with Truist Advisory Services who holds a Series 66 designation and has one year of industry experience. He previously worked at Truist Bank for seven years and City National Bank for three years. Outside of his advisory role, he is a member of Can I Say This Media, LLC, which generates residual income from podcast advertising. 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 implemented through a mix of discretionary and non-discretionary strategies supported by third-party platforms and AI-enabled research tools.

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.

Christopher Patton is a financial advisor with First Command Advisory Services, holding Series 65 and Series 63 credentials and two years of industry experience. He has worked at multiple First Command entities since 2023 and is involved with the Bedford Boys Tribute Center. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and various wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

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.

Ralph Rush Jr. is a financial advisor at Davenport & Company LLC in Charlottesville, VA, holding Series 63 and Series 65 licenses with 43 years of industry experience. He has been with Davenport since 1990. Outside of his advisory work, he is active as a musician in Richmond, VA. Davenport & Company serves individual and institutional clients, offering asset management, retail brokerage, fixed income, public finance, and investment banking services. The firm’s asset management approach includes dedicated portfolio teams and multiple investment strategies, and it acts as adviser to six mutual funds while also providing municipal finance services.

Chenchen Yin is a financial advisor at Kestra Advisory with 10 years of industry experience. Yin holds a Series 66 designation and has previously worked at LPL Financial, Ameriprise Financial Services Inc, Private Advisor Group, and Piedmont Wealth Management. Outside of advisory work, Yin is involved in leadership and client relationship management within a financial planning and investment management business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients. The firm offers services including fiduciary consulting, plan-level investment advice, employee education, and access to multiple management platforms and third-party solutions.

William Reifsteck is a financial advisor with Primerica Advisors and holds Series 63 and Series 66 credentials. He has six years of industry experience, including roles at Northwestern Mutual and Park Avenue Securities. Outside of his advisory work, he serves as Head Coach and President of Crozet Summit and is involved as a coach’s representative on the board of the Peachtree Baseball League of Albemarle County. Primerica Advisors serves a broad retail client base with both brokerage and advisory services, offering proprietary and third-party investment programs along with financial planning and consulting solutions.

Courtney Eastlack is a financial advisor at Mercer Global Advisors Inc. with 30 years of industry experience. She previously worked at TIAA-CREF from 1994 to 2023. Outside of her advisory role, she provides executive coaching services through her consulting business, CKE Consulting, LLC. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with a range of investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach is based on Modern Portfolio Theory and focuses on globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate account managers, and other specialized strategies.

Nathaniel Rullman is a financial advisor at Davenport & Company LLC in Charlottesville, VA, holding a Series 66 designation with 15 years of industry experience. He has been with Davenport since 2011. Davenport serves individual and institutional clients such as banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations, providing asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s investment approach involves dedicated portfolio manager teams, an Investment Policy Committee, and a Manager Research team that oversee a variety of managed account strategies and mutual funds.