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.

Daniel Kleinschuster is a financial advisor with \u0026Partners, LLC and holds Series 63 and Series 65 designations. He has 26 years of industry experience, including 17 years at UBS Financial Services Inc before joining \u0026Partners in 2024. \u0026Partners serves a diverse range of individual and institutional clients, providing investment management, financial and tax planning, and retirement-plan consulting. The firm employs a combination of fundamental, technical, and quantitative analysis, offering both discretionary and non-discretionary portfolio management through its proprietary and third-party strategies.

Victor Kane Jr. is a financial advisor at Truist Advisory Services with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Truist and its predecessor firms since 2010. 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 and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Charlotte Fox is a CFP® professional with 13 years of experience in the financial services industry. She has worked at firms including Merrill and Heritage Wealth Advisors, and is currently affiliated with Commonwealth Financial Network and True North Advisors. Fox serves as the Women in Finance Chair for the Financial Planning Association. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a variety of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, enabling advisors to offer customized portfolio solutions and discretionary model portfolios.

Cynthia Marsteller is a financial advisor with &Partners who holds Series 63 and Series 65 credentials and has 40 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. She serves as a trustee and chair of development for the George C. Marshall Foundation. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, and institutions, offering investment management and financial planning through both discretionary and non-discretionary approaches. The firm uses a blend of fundamental, technical, and quantitative analysis alongside proprietary and third-party strategies.

Frank Oley Sr. is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 credentials and possessing 29 years of industry experience. He has been with Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2007. Outside of his advisory role, Oley operates several life insurance brokerage businesses, including his own firm, 1847 Financial, providing financial services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, employing a variety of asset management arrangements and custodial capabilities.

Virginia Bowie is a financial advisor at &Partners with 47 years of industry experience. She holds a Series 63 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing between 2009 and 2025. Outside of her advisory practice, she owns MAE I COOK PRODUCTIONS LLC, a venture focused on encouraging family meal nights through cooking videos. &Partners serves a diverse client base including high-net-worth individuals, institutions, and retirement plans. The firm offers investment management and financial planning services using both proprietary and third-party strategies, employing fundamental, technical, and quantitative analysis within discretionary and non-discretionary frameworks.

James Martin is a financial advisor with Eagle Strategies (NY Life) holding the ChFC® and Series 63 credentials and has five years of industry experience. He has worked with several related firms including NYLIFE Securities LLC and New York Life Insurance Co., and he owns Country & Lake Life Financial Strategies, LLC. Martin serves as president of the SML Rotary Club, which supports nonprofit activities in Bedford and Franklin County, VA, and he is a board member of the BNI Smith Mountain Lake networking group. Eagle Strategies provides financial planning, investment management, and retirement plan advisory services to individual, institutional, charitable, and corporate clients. The firm offers a range of advisory programs, emphasizing tailored solutions and fiduciary responsibilities, with the majority of its assets managed on a non-discretionary basis.

Yusi Lin is a financial advisor with Truist Advisory Services in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. Lin has been with Truist Advisory Services since 2016 and has worked at affiliated Truist entities since 2013. Outside of advising, Lin serves as a board member of the Central Virginia Chinese School, a nonprofit focused on promoting Chinese and Asian culture through language education and community events. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary and non-discretionary manager relationships supported by third-party platforms, with an emphasis on integrated inter-affiliate service arrangements.

Christopher Stewart is a CFP® professional with 31 years of industry experience, currently serving at Integrity Alliance, LLC. He previously worked at Brokers International Financial Services, LLC and Lincoln Financial Securities Corporation. Stewart is also a notary public and offers life insurance products through Fidelity Insurance Agency of VA. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides asset management, financial planning, and retirement consulting using various portfolio strategies and access to multiple custodial platforms and third-party programs.

Lawrence Jackson is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and 38 years of industry experience. His prior work includes positions at Raymond James Financial Services and Wells Fargo Advisors Financial Network. He is also managing partner and owner of Dickerson Jackson and Associates, LLC, an independent investment practice. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment approach combining passive and active managers with quantitative, momentum, and fundamental analysis.

Mark Hodges is a CFP® affiliated with Focus Partners Wealth, LLC and has been employed full-time by Keiter, Stephens, Hurst, Gary & Shreeves, a Virginia-based public accounting firm, since 2015. His connection to Focus Partners is solely for registration purposes to make client referrals under a solicitation agreement between the firms. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Harvey Hutchinson IV is a financial advisor at Farther with 34 years of industry experience. He previously worked at World Equity Group for 16 years and led Hutchinson Financial Advisors, Inc. for 28 years. Outside of advising, he is a minority owner of a company producing Bloody Mary mix. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform, offering discretionary investment management, retirement plan consulting, and non-discretionary recommendations for private investment funds. The firm's investment approach is based on Modern Portfolio Theory and uses algorithmic model portfolios with automatic rebalancing.

Andrew Sanborn is a financial advisor with Eagle Strategies (New York Life) in Glen Allen, VA, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. He has been with Eagle Strategies since 2021 and with New York Life Insurance Company since 2000. Outside of his advisory role, he volunteers as a Cub Scout Pack Leader and serves on the board of Comfort Zone Camp, a bereavement organization. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, defined contribution and defined benefit plans, and charitable and corporate entities. The firm delivers tailored advice through multiple program types and manages the majority of its assets on a non-discretionary basis.

Jason Braun is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and 27 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC for 13 years and Raymond James Financial Services for 4 years. Braun is also associated with Dickerson Jackson & Associates, LLC as an independent contractor. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and access to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets, using a diversified investment process that blends passive and active managers, supported by an internal Investment Committee.

Deborah Nuttycombe is a financial advisor with Truist Advisory Services who holds Series 63 and Series 66 licenses and has 33 years of industry experience. She has been with SunTrust Advisory Services and SunTrust Investment Services for the past 10 years. Nuttycombe is a part owner of a rental property managed by her husband, though she has no management responsibilities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Russell Cumbea IV is a financial advisor at Commonwealth Financial Network with Series 63 and Series 65 credentials and four years of industry experience. His prior work includes roles at MassMutual Life Insurance Company and MML Investors Services LLC. He also has experience as co-owner of private advisory entities. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and services including custom portfolio solutions, third-party asset manager access, and retirement plan consulting. The firm provides operational, trading, technology, compliance, and practice-management support while allowing advisors discretion in portfolio construction.

Robert Weaver Jr. is a financial advisor with Commonwealth Financial Network, holding a ChFC® designation and a Series 63 license. He has 33 years of industry experience, including ten years at Cambridge Investment Research and over 25 years as owner of Old Dominion Insurance Solutions, a private insurance business. Weaver is also the owner and author of Not Bland, LLC, a publishing entity focused on novels. Commonwealth Financial Network serves a national network of advisors and their clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management services.

Thomas Teagle is a financial advisor at &Partners with Series 63 and Series 65 licenses and 29 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing, where he worked for a combined 10 years. &Partners serves a diverse client base, including high-net-worth individuals and institutional clients, offering investment management, financial and tax planning, and retirement plan consulting. The firm employs a range of analytical approaches and combines proprietary and third-party strategies, with services delivered through both discretionary and non-discretionary management.

Finley Woodward is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Woodward’s career includes multiple roles at both Guardian Life Insurance Company and Park Avenue Securities since 2016. Outside of these roles, Woodward is also involved in selling insurance products outside of Guardian for clients who do not qualify for Guardian coverage. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser affiliated with The Guardian Life Insurance Company of America. The firm serves individual, institutional, and nonprofit clients with brokerage, financial planning, and investment advisory services, offering both discretionary and non-discretionary portfolio management with proprietary and third-party solutions.