Jerrell Smith is a financial advisor at Davenport & Company LLC with five years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing Services. 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 variety of services, including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, with investment decisions supported by dedicated portfolio manager teams and a weekly Investment Policy Committee.

Sarah Burke is a financial advisor with Schwab Wealth Advisory and holds Series 65 and Series 63 licenses. She has three years of industry experience, including roles at Charles Schwab & Co., Inc. and Burke Estate & Tax Law, LLC. Prior to joining Schwab Wealth Advisory, she worked at The Haley Law Group, LLC for nine years. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews and investment recommendations using Schwab’s standard asset allocation models and research tools. The firm operates as an internal advisory unit within Charles Schwab, conducting at least annual account reviews without exercising discretionary trading authority.

Jonathan Stratton is a financial advisor with Davenport & Company LLC in Richmond, VA, holding a Series 66 designation and 19 years of industry experience. He has been with Davenport & Company since 2004. 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 range of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning through various investment vehicles and tailored strategies.

Lorenzo Huff is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has worked with SunTrust Advisory Services and SunTrust Bank since 2007. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and manager relationships.

Erin Fuselier is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 22 years of industry experience. Prior to joining Truist in 2023, she worked at Virginia Asset Management and Securian Financial Services from 2019 to 2023, and BB&T Securities from 2015 to 2019. Outside of her advisory role, Erin teaches group fitness classes at Gold's Gym and the Burkwood Recreation Association in Richmond, VA. 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 uses third-party platform arrangements to support its AMC Advantage manager-selection program.

Jin Wen Lin is a financial advisor at Citigroup Global Markets with 21 years of industry experience. He has been with Citigroup Global Markets since 2013. He holds Series 63, Series 65, and Series 66 licenses. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies and operates with a combination of large institutional scale and distinctive market roles, including research, security pricing, and derivatives services.

Harrison Geho is a financial advisor with Davenport & Company LLC in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Davenport & Company since 2000. Outside of his advisory work, he serves as president of the Wrights Island Game Association, a recreational property organization focused on hunting, camping, and fishing. 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 range of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, with investment decisions made by dedicated portfolio manager teams supported by an Investment Policy Committee.

Richard Crittenden Jr. is a financial advisor with Janney Montgomery Scott in Richmond, VA, holding Series 63 and Series 65 licenses and 42 years of industry experience. He has been with Janney Montgomery Scott since 2009. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, consulting, and advisory services through a combination of in-house and third-party portfolio management.

Shane Cason is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Davenport & Company LLC since 2017. His prior experience includes roles at Bank of America, N.A. and Merrill. Davenport & Company LLC is a privately held, employee-owned firm providing investment management and brokerage services to individual and institutional clients. The firm offers a broad range of services including asset management, financial planning, and public finance, with investment decisions made by dedicated portfolio manager teams supported by an Investment Policy Committee.

Sherri Nichelson is a Series 66-licensed financial advisor with four years of industry experience. She is currently with First Command Advisory Services and has prior experience including work with Airbnb and various educational roles such as tutoring and teaching SAT prep workshops. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs featuring model portfolios managed by a centralized investment team and wealth portfolio managers.

Harry Jaeger is a financial advisor with First Command Advisory Services holding a Series 66 designation and seven years of industry experience. Prior to his advisory career, he served in the U.S. Navy for 25 years. He has been with First Command and its affiliated entities since 2018. 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 offers financial planning and multiple wrap-fee asset management programs managed centrally by an Investment Management Team and Wealth Portfolio Managers.

Anne Cole is a financial advisor at Davenport & Company LLC with two years of industry experience. She holds a Series 66 designation and has been with Davenport since 2019. Prior to her current role, she worked at Meijer from 2011 to 2019. 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 variety of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, delivered through multiple investment vehicles and managed by dedicated portfolio teams.

Virginia Pitt is a financial advisor at Davenport & Company LLC with 22 years of industry experience. She holds a Series 66 designation and has been with Davenport & Company since 2000. 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, supported by dedicated portfolio management teams and regular committee oversight.

Hunter Gottwald is a CFP® and holds a Series 66 license with 11 years of industry experience. He has been with Davenport & Company LLC in Richmond, VA since 2013. Gottwald serves on the Board of Directors for the nonprofit First Tee of Greater Richmond. 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, public finance, and financial planning, with investment decisions managed by dedicated portfolio teams and supported by regular committee oversight.

Ashley D' Alessandro is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation with 10 years of industry experience. She has been with Davenport & Company since 2015. Davenport & Company LLC is a privately held, employee-owned firm providing 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, with investment decisions made by dedicated portfolio manager teams supported by an Investment Policy Committee.

Brian Ramrup is a financial advisor at Citigroup Global Markets with a Series 66 designation and two years of industry experience. Prior to joining Citigroup, he held roles at Bank of America, Merrill, and earlier at Citigroup. Outside of finance, he owns Glenhead Martial Arts and Fitness and serves on the board of CharitableUSA Karate, where he consults on karate-related activities. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies with oversight committees and provides solutions including separately managed accounts, mutual funds, ETFs, alternative funds, and digital-asset exposure.

Stewart Roddey is a financial advisor with Davenport & Company LLC in Richmond, VA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Davenport & Company since 2002. Davenport & Company LLC is a privately held, employee-owned firm providing 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 through various investment vehicles and tailored strategies.

Michael Flynn Jr. is a financial advisor at Davenport & Company LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Thompson Davis & Co., Inc. and Epitome Networks. Davenport & Company LLC is a privately held, employee-owned firm providing 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 through various investment vehicles and tailored strategies.

Susan Timok is a financial advisor with Truist Advisory Services and holds Series 63 and Series 65 licenses. She has 20 years of industry experience, having worked at Truist Investment Services, SunTrust Investment Services, BB&T Securities, Capital Brokerage Corporation, and Genworth Financial. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and manager selection programs, utilizing a combination of discretionary and non-discretionary strategies supported by third-party platforms and AI-enabled research tools.

Shaun Sims is a financial advisor with Truist Advisory Services and holds Series 63 and Series 66 licenses. He has 27 years of industry experience, including prior roles at SunTrust Advisory Services and SunTrust Securities. Outside of his advisory work, he is a member of LADYBELLA DESIGNS LLC, a custom laser engraving and jewelry business co-managed with his wife. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm’s approach includes asset allocation, fiduciary support, and a manager‑selection program that combines discretionary and non‑discretionary services, supported by advanced research and inter‑affiliate integration.