Brian Williams is a financial advisor with Truist Advisory Services, holding a Series 66 designation and bringing 22 years of industry experience. He has worked with SunTrust Investment Services and SunTrust Advisory Services since 2010. Outside of his advisory role, Williams owns Elite Custom Training in Charlottesville, VA, where he designs individualized fitness routines and leads group boot camps. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a mix of discretionary and non-discretionary approaches, integrating third-party manager relationships and AI-enabled research tools within a broad inter-affiliate structure.

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.

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 designation with two years of industry experience. His prior work includes roles at Davenport & Company and involvement in the Youngkin for Governor campaign. Outside of advising, he manages short-term home rentals in his local area. Davenport & Company LLC is a privately held, employee-owned firm that provides investment management and brokerage services to a diverse client base, including individuals and institutions. The firm offers a range of investment strategies and advisory services supported by dedicated portfolio management teams and regular committee oversight.

Ellen Doyle is a financial advisor at D.A. Davidson & Co. with 22 years of industry experience. She holds a Series 66 designation and previously worked at Truist Investment Services, Inc. and BB&T Securities, LLC. Outside of her advisory role, 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 adheres to fiduciary standards under the Advisers Act and ERISA, offering a range of services from retirement plan advisory to comprehensive financial planning and specialized private wealth programs.

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 at Private Advisor Group, LLC with one year of industry experience. He holds the Series 66 designation and has previously worked at firms including LPL Financial, CornerStone Partners, and MUFG Investor Services. Private Advisor Group, LLC is an SEC-registered advisory 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, retirement plan consulting, and access to third-party asset management programs and separately managed account strategies.

Ruth Key is a financial advisor at Davenport & Company LLC with 15 years of industry experience. She holds the Series 66 designation and has been with Davenport since 2010. In addition to her role at Davenport, she is involved with Informed Simplifications LLC, which she has been associated with since 2009. 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, utilizing various strategies managed by specialized teams and committees.

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 & Company since 1990. Outside of his advisory work, he is also active as a musician. Davenport & Company serves individual and institutional clients, providing asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s asset management is organized around dedicated portfolio manager teams and an Investment Policy Committee, offering a range of separately managed accounts, mutual funds, ETFs, and unified managed accounts.

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 29 years of industry experience. She previously worked at TIAA-CREF from 1994 to 2023. In addition to her advisory role, she provides executive coaching through her consulting firm, CKE Consulting, LLC. Mercer Global Advisors serves a diverse client base including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based investment approach with globally diversified, risk-appropriate portfolios and offers a range of portfolio management and planning services.

Nathaniel Rullman is a financial advisor at Davenport & Company LLC in Charlottesville, VA, holding a Series 66 designation with 14 years of industry experience. He has been with Davenport since 2011. Davenport & Company LLC is a privately held, employee-owned firm offering investment management and brokerage services to individual and institutional clients. The firm provides a range of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, using various strategies managed by dedicated portfolio teams and supported by multiple committees.

Yohannes Worku is a CFP® professional affiliated with Equity Services, Inc. with 10 years of industry experience. He has worked at Transamerica and National Life Group prior to joining Equity Services. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm employs multiple advisory platforms, often integrating third-party asset managers and model portfolios, and combines long-term strategies with options for shorter-term trading and specialized instruments.

John Smith is a financial advisor with \u0026PARTNERS in Charlottesville, VA, holding Series 63 and Series 66 licenses and 27 years of industry experience. Prior to joining \u0026PARTNERS in 2026, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 17 years. \u0026PARTNERS serves a diverse range of clients, including individual investors, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers investment advisory and brokerage services, employing a mix of proprietary and third-party investment strategies through platforms like Envestnet, and operates as both a broker-dealer and registered investment adviser with expanded service capabilities.

Richard Rousseau is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm uses an IPS-driven approach grounded in modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.