James Cann is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He has been with Truist Advisory Services since 2016 and with Truist Bank since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation, investment policy analysis, plan sponsor fiduciary support, and a manager-selection program. The firm combines discretionary and non-discretionary approaches, leveraging third-party platforms and AI-enabled research tools, with a focus on inter-affiliate integration and comprehensive supervisory oversight.

Melanie Nunnally is a financial advisor with Truist Advisory Services in Richmond, VA, holding a Series 66 designation and 25 years of industry experience. Her career includes roles at Truist Investment Services, SunTrust Advisory Services, and Scott & Stringfellow, Inc. She has been with Truist Advisory Services since 2021. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non‑discretionary consulting, supported by third‑party platform agreements and AI-enabled research tools.

Edward Grosso is a CFP® professional with 26 years of experience in financial advising. He is currently with Steward Partners Investment Advisory, LLC and has held roles at Steward Partners Investment Solutions, Raymond James Financial Services, and Wells Fargo Advisors. Grosso is also the owner of Webster Grosso Wealth Management, a support company based in Midlothian, VA. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves a diverse client base including individuals, pension plans, corporations, trusts, and charitable organizations, offering a range of investment advisory and financial planning services with both discretionary and non-discretionary portfolio management options.

Jon Mcelhaney is a CFA® charterholder and holds a Series 66 license with 27 years of industry experience. He has worked at Davenport & Company LLC since 2019 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Davenport & Company LLC serves individual and institutional clients, including banks, pension plans, trusts, estates, nonprofits, and corporations, offering asset management, retail brokerage, fixed income, public finance, and investment banking services. The firm’s asset management includes separately managed accounts, mutual funds, ETF models, and unified managed accounts, supported by dedicated portfolio teams and research groups.

James Sanderson is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation with 20 years of industry experience. He has been with Davenport & Company since 2004. Davenport & Company serves individual and institutional clients, including 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 asset management is structured around specialized portfolio teams and offers a range of strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Chandler Dodge is a financial advisor with First Command Advisory Services holding Series 63 and Series 65 credentials and one year of industry experience. He serves as a Second Lieutenant in the Virginia Army National Guard, where he performs administrative and supervisory duties as a Fire Direction Officer over a Field Artillery Battery. First Command Advisory Services is an SEC-registered investment adviser focused on serving individuals, corporate, and charitable clients, with a particular emphasis on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by centralized teams using preapproved third-party managers and model portfolios.

Richard Jones IV is a financial advisor at Davenport & Company LLC with 42 years of industry experience. He has been with Davenport since 1999 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a trustee for the R Walter Jones Trust. Davenport & Company serves individual and institutional clients with a range of services including asset management, retail brokerage, public finance, and investment banking. The firm’s investment approach includes dedicated portfolio manager teams and research groups that manage strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Thomas Ferguson is a financial advisor with Davenport & Company LLC in Richmond, VA, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. His prior roles include positions at Caprin Asset Management, Riverfront Investment Group, and Wealthcare Capital Management. Ferguson also serves as a board member for Henrico CASA, participating in regular board and committee meetings. Davenport & Company serves individual and institutional clients, offering a range of services including asset management, retail brokerage, financial planning, and investment banking. The firm’s asset management features dedicated portfolio teams and a Manager Research team that oversees various investment strategies across separately managed accounts, mutual funds, and ETFs.

Sarah Grammer is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation with one year of industry experience. Prior to joining Davenport, she worked at the Virginia Department of Health and in the food service industry. Davenport & Company serves individual and institutional clients, providing asset management, brokerage, fixed income, public finance, and investment banking services. The firm’s Investment Advisory division offers separately managed accounts, financial planning, and other advisory programs, supported by dedicated portfolio teams and a manager research group.

Austin Mcelroy is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and 14 years of industry experience. His career includes roles at SunTrust Advisory Services and Truist Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a mix of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration with affiliated broker-dealers and Truist Bank.

Kimberly Blanchard is a financial advisor at Davenport & Company LLC with 33 years of industry experience. She has been with Davenport since 1998 and holds Series 63 and Series 65 licenses. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, estates, nonprofits, and corporations. The firm offers asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services through dedicated portfolio manager teams and a comprehensive investment platform.

Ryan Poland is a CFP®-certified financial advisor at Davenport & Company LLC with 10 years of industry experience. He has been with Davenport since 2015. Davenport & Company serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations. The firm offers asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services, with dedicated portfolio management teams and a range of advisory programs.

James Lersch is a financial advisor at Davenport & Company LLC with one year of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Bank for nine years. 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 investment approach includes separately managed accounts, model portfolios, and mutual funds, supported by dedicated portfolio manager teams and research professionals.

Armistead Young IV is a financial advisor at Davenport & Company LLC in Richmond, VA, with 32 years of industry experience. He has been with Davenport since 2006 and holds Series 63 and Series 65 licenses. Young serves on the investment committee of FeedMore, a charitable organization. Davenport & Company LLC provides asset management, retail brokerage, fixed income, public finance, and investment banking services to individual and institutional clients. The firm offers separately managed accounts, financial planning, and advisory programs, and manages several mutual funds and fixed-income strategies through dedicated portfolio teams and research groups.

Jonathon Fant is a financial advisor at Truist Advisory Services with a Series 65 designation and one year of industry experience. His prior roles include positions at Truist Bank, Scott+Scott Attorneys at Law, Virginia Military Institute, and Colonial Forge High School. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting to implement its advice.

Gregory Cappel is a financial advisor with Money Concepts Capital Corp in Richmond, VA, holding Series 63 and Series 65 licenses and having 36 years of industry experience. He has been with Money Concepts Capital Corp since 2002. Outside of his advisory role, he owns Priority Planning Financial LLC and is the managing member of JVHC-Cappel LLC, both non-investment related businesses. Money Concepts Advisory Service (MCAS) provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm uses a variety of managed programs and investment strategies, including model portfolios and third-party sub-advisers, serving approximately 14,700 clients with around $3.33 billion in assets under management.

Van Dyke Jones II is a financial advisor at Davenport & Company LLC in Richmond, VA, with 26 years of industry experience. He has been with Davenport since 2006 and holds Series 63 and Series 66 designations. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, estates, nonprofits, and corporations, providing a range of services such as asset management, retail brokerage, public finance, and investment banking. The firm’s asset management approach involves dedicated portfolio manager teams and a Manager Research team, offering various advisory programs and managing multiple mutual funds and fixed-income strategies.

Harold Hughey is a CFA® charterholder with 20 years of industry experience, currently serving as a financial advisor at Truist Advisory Services in Richmond, VA. His prior roles include positions at Caprin Asset Management, BB&T Securities, and SunTrust Advisory Services. Outside of his advisory work, he serves on several boards including the CFA Society Virginia, the Citizens' Budget Advisory Committee for Chesterfield County, and the Commonwealth of Virginia Debt Capacity Advisory Board. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and a manager-selection program implemented through a combination of discretionary and non-discretionary strategies.

Jessi Burkey is a financial advisor with Truist Advisory Services, holding a Series 66 designation and bringing 21 years of industry experience. She has worked at Truist Investment Services and BB&T Securities, with a combined tenure at her current firm since 2014. 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, supported by third-party platforms and AI-enhanced research, with a notable level of inter-affiliate integration across its services.

Lauren Hershey is a financial advisor at Rockefeller Financial LLC with four years of industry experience. She holds a Series 66 designation and has worked at Truist Investment Services, Inc. and BB&T prior to joining Rockefeller Financial. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, operating as both an advisory firm and a registered broker-dealer with capabilities in securities transactions, variable insurance products, and investment banking services.