Randy Kolenda is a financial advisor at NorthStar Wealth Management LLC with 14 years of industry experience. He holds the Series 66 designation and has worked at firms including Resurgent Financial Advisors LLC, Kingswood Capital Partners, Hayden Royal, and Wells Fargo Clearing Services. NorthStar Wealth Management provides discretionary asset management, financial planning, and consulting services to individual and high-net-worth clients. The firm uses a combination of fundamental and technical analysis alongside modern portfolio theory to manage portfolios with a long-term focus, and offers an invitation-only Comprehensive Financial Leadership service that coordinates specialists across multiple financial disciplines.

Lisa Robinson is a CFP® professional at Robinson Nelson with no prior industry experience as a financial advisor. She has held roles at World Financial Group, United Health Group/Optum as a senior product manager, and United Real Estate, where she is a licensed real estate salesperson. Robinson Nelson provides discretionary asset management, standalone financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, and plan sponsors. The firm emphasizes pension consulting and ERISA plan management, using a combination of fundamental and technical analysis to guide investment decisions.

Danny Thompson is the principal of Thompson Financial Advisors in North Chesterfield, VA, holding Series 63 and Series 65 licenses with three years of experience at his current firm. He has additional industry experience dating back to 2004 with Stuart Financial Corp. and Great American Advisors, Inc. Outside of advisory services, he owns and manages an insurance business. Thompson Financial Advisors provides portfolio management, financial planning, and consulting services to institutional and private clients, including pension plans, foundations, trusts, and individuals. The firm combines fundamental and technical analysis in its investment process and maintains an affiliated insurance business alongside its advisory services.

Kristin Menz Yianni is a financial advisor at CPR Investments Inc. with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at CPR Financial Group and CPR Investments Inc. since 2016, as well as serving as a consultant for CT Executive Benefits Group since 2003. CPR Investments Inc. primarily serves individual investors and also works with businesses, qualified retirement plans, and other financial professionals. The firm employs a multi-manager approach combining third-party registered investment advisors and in-house tactical strategies to manage discretionary portfolios focused on downside risk reduction.

Todd Mccandless is a Series 65-licensed financial advisor with nine years of industry experience, currently with HBW Advisory Services LLC. He has worked at Southern Graphic Systems since 2014 and is involved with McCandless Enterprises LLC, a graphic design business he founded in 2001. Outside of advising, he also works as a graphic specialist at Altria Client Services. HBW Advisory Services manages approximately $1.75 billion in assets and provides asset management, financial planning, and consulting to individuals, families, charitable organizations, businesses, and retirement plans. The firm uses a blended investment approach with third-party money managers and offers a high client load per advisor alongside institutional and intermediary services.

Ralph Taylor is a financial advisor at Crews & Associates, Inc. with 19 years of industry experience. He holds a Series 66 designation and previously worked for Davenport & Company LLC for 11 years before joining Crews & Associates in 2025. Outside of his advisory role, he serves as an at-large representative on the Chesterfield County Health Center Commission, participating on the finance sub-committee. Crews & Associates provides wrap-fee advisory programs, separately managed accounts, and model-portfolio services to a diverse client base, including individuals, trusts, nonprofits, and institutions. The firm combines fundamental, technical, quantitative, and qualitative analysis in its investment process and uses Riskalyze’s Nitrogen tool to align portfolios with client risk tolerance.

Trevor Batt is a CFP® with seven years of industry experience, currently serving as a financial advisor at Ritholtz Wealth Management. His prior roles include positions at Cardinal Financial Planning, LLC, and the Defense Information Systems Agency. Outside of advising, he has been involved with several entrepreneurial ventures in technology and finance. Ritholtz Wealth Management provides portfolio management, retirement consulting, and financial planning services to individuals and high-net-worth clients. The firm employs a goal-based planning process focused on asset allocation and behavioral economics, utilizing primarily low-cost ETFs and mutual funds alongside automated advisory platforms.

Francis Miller is a financial advisor with PKS Advisory Services, LLC, holding a ChFC® designation along with Series 63 and Series 65 licenses. He has 17 years of industry experience, including prior roles at Wells Fargo Clearing Services LLC, MML Investors Services, and MassMutual. PKS Advisory Services, LLC provides financial planning, consulting, and investment management services to individuals, trusts, estates, and business entities. The firm manages approximately $905 million in assets for over 4,400 clients, tailoring portfolios based on risk tolerance, time horizon, and objectives through a mix of mutual funds, ETFs, independent managers, and individual securities.

Amber Westbrook is a financial advisor with Truist Advisory Services, holding a Series 66 designation and six years of industry experience. She previously worked at BB&T Securities and has experience in freelance event management. Amber has been with Truist Advisory Services and Truist Investment Services since 2021. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers both discretionary and non-discretionary investment solutions that integrate firm-level model portfolios, third-party managers, and advisor-led asset allocation, supported by research shared across affiliated Truist entities.

Daniela Vasquez Izquierdo is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 designations and two years of industry experience. She has been with Citigroup since 2013. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, and maintains in-house research, security pricing, and unique market roles such as swap dealer and futures commission merchant.

Teng Lin is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 credentials and two years of industry experience. Prior to joining Citigroup, Teng worked at Queens College and Queens Borough Community College. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and operates with a combination of large institutional scale and specialized market functions.

Joseph Karcic is a financial advisor at Citigroup Global Markets with 18 years of industry experience. He has held his current position at Citigroup Global Markets since 2012. He holds Series 63 and Series 65 credentials. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies underpinned by internal standards and oversight committees, and it leverages its significant institutional scale and distinctive market roles in its service offerings.

Christopher Jolley is a financial advisor at Truist Advisory Services with four years of industry experience. He holds a Series 66 designation and has worked with Truist since 2021. Prior to his current role, he was involved in the fitness and physical therapy sectors, including positions at Maramarc Fitness LLC and Ashland Physical Therapy. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm provides discretionary and non-discretionary investment solutions that incorporate model portfolios, third-party managers, and advisor-led asset allocation, supported by extensive research and multiple investment platforms.

Zachary Hess is a financial advisor at First Command Advisory Services with Series 63 and Series 65 credentials. He has one year of industry experience following prior service in the United States Navy. First Command serves a diverse client base including individuals, high-net-worth clients, corporations, and charities, offering financial planning, discretionary asset management, brokerage recommendations, and insurance and banking products. The firm emphasizes advisor-led planning and delivers structured Tailored Professional Services engagements alongside discretionary asset management through in-house portfolio models.

Edward Grosso is a CFP® with 26 years of industry experience. He is currently an advisor at Steward Partners Investment Advisory, LLC, having previously worked at Raymond James Financial Services and Wells Fargo Advisors. Grosso is also the owner of Webster Grosso Wealth Management. Steward Partners Investment Advisory, LLC manages approximately $28.34 billion in assets and serves a diverse client base including individuals, charitable and corporate clients, and retirement plans. The firm offers discretionary and non-discretionary portfolio management through proprietary and third-party strategies across various asset classes tailored to client objectives.

Chandler Dodge is a financial advisor at First Command Advisory Services with one year of industry experience. He holds Series 63 and Series 65 licenses and serves as a Second Lieutenant in the Virginia Army National Guard, where he oversees fire direction for a field artillery battery and performs administrative and supervisory duties. Prior to joining First Command, his background includes roles in both military and civilian sectors. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through a platform offering financial planning, discretionary asset management, brokerage recommendations, and insurance and banking products. The firm emphasizes face-to-face financial coaching and structured 12-month planning engagements, with specialized services for active-duty military clients.

Anne Day Mccabe is a CFP® professional with 19 years of industry experience. She currently serves as a financial advisor at Kestra Advisory Services and Kestra Investment Services, LLC, where she has worked since 2021. Prior to that, she worked at LPL Financial and held a position at American University. Mccabe is also a member of the George Mason University FPWM Advisory Board and delivers paid speaking engagements. Kestra Advisory Services provides investment advisory and retirement-plan consulting to both institutional and individual clients. The firm offers a range of services including fiduciary consulting, plan-level investment advice, and employee education, and serves clients such as plan sponsors, large institutional investors, and sovereign wealth funds.

Isaac Critchlow is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at Penn Mutual Life Insurance Company, MML Investors Services, MassMutual, and Jackson National Life Distributors. He is the proprietor of Elevate Financial Group, a life insurance brokerage providing financial services and advice. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory services that emphasize client-directed implementation and oversight. The firm offers financial planning, consulting, and retirement plan services, utilizing third-party asset manager platforms and a range of investment strategies.

Kenneth Barnes is a CFP® with 16 years of industry experience, currently serving at SageView Advisory Group, LLC. He has held roles at Creative Planning, LLC and Cetera Wealth Services, LLC. SageView Advisory Group serves retirement plan sponsors, fiduciaries, employers, and individual investors by providing retirement plan consulting, asset management, participant services, and financial planning. The firm offers a range of solutions including discretionary management, pooled employer plan participation, and participant education programs, utilizing partnerships and technology platforms to implement its strategies.

Qiaoling Chen is a financial advisor at Citigroup Global Markets with a Series 66 designation and five years of experience at CitiBank. Prior to joining Citigroup, Chen held roles at Futiji and taught at Queens College and Queensborough Community College. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies with extensive internal oversight and combines large institutional scale with unique market roles, including derivatives and futures services.