Mark Reams is a financial advisor with Davenport & Company LLC in Richmond, VA, holding a Series 66 designation and 14 years of industry experience. He has been with Davenport & Company since 2011. Davenport & Company LLC is a privately held, employee-owned firm providing investment management and brokerage services to individual and institutional clients, including banks, pension plans, trusts, and corporations. The firm offers a broad range of services such as asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, with investment decisions made by portfolio manager teams supported by an Investment Policy Committee.

Venkat Miriyala is a financial advisor at Davenport & Company LLC with one year of industry experience. He holds the Series 66 designation and previously worked at Christopher Newport University and in education. Outside of his advisory role, he prepares Indian food packed lunches in his personal time. 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 through various managed accounts and investment strategies.

James Lipscomb Jr. is a financial advisor with Davenport & Company LLC in Richmond, VA, holding a Series 63 designation and over 52 years of industry experience. He has been with Davenport & Company and its related entities since 1973. Davenport & Company LLC is a privately held, employee-owned firm that provides investment management and brokerage services to a diverse client base, including individuals, institutions, and non-profit organizations. The firm offers a broad range of services such as asset management, retail brokerage, public finance, investment banking, and financial planning, with investment decisions supported by dedicated portfolio manager teams and various specialized committees.

Gladys Klevgard is a financial advisor with Truist Advisory Services and holds a Series 66 designation. She has 25 years of industry experience and previously worked at BB&T Securities, LLC before joining Truist in 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled equity research.

Amy Grieves is a CFP® and ChFC® with 27 years of industry experience. She currently works at OSAIC Institutions, INC. and has held positions at Bank of Southside Virginia, Infinex Investments, Inc., and Morgan Stanley Private Bank. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering customized advisory and brokerage services. The firm’s approach includes fundamental and technical analysis, asset allocation, third-party due diligence for alternative investments, and a notable emphasis on non-discretionary assets.

Rachel Lilley is a financial advisor with Guardian Life and holds a Series 66 designation. She has one year of industry experience and has worked at Guardian Life Insurance Company, Park Avenue Securities, LPL Enterprise LLC, and MassMutual. Outside of her financial advising career, she is involved with Annalise Bridal Boutique. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs using proprietary and third-party model portfolios.

Lindsay Payne is a financial advisor at Rockefeller Financial LLC with eight years of industry experience. She holds the CFP® and Series 66 designations and previously worked at Truist Advisory Services, Truist Investment Services, and BB&T Securities. Payne serves as a Board of Young Professionals member for Greater Richmond Stop Child Abuse Now (SCAN), an organization focused on raising funds and awareness for domestic and child abuse. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans. The firm provides wealth management, financial planning, portfolio management, and retirement plan consulting, delivering integrated services through affiliated trust and insurance entities as well as brokerage and placement capabilities.

Timothy Taylor is a financial advisor with Davenport & Company LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Davenport & Company since 2002. Davenport & Company LLC is a privately held, employee-owned firm that provides investment management and brokerage services to individual and institutional clients, including banks, pension plans, trusts, and non-profit organizations. 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.

Brandon Vaughan is a financial advisor at TLG Advisors, Inc. with four years of industry experience. He holds Series 66 and Series 63 designations and has worked at firms including Waypoint Wealth Services, The Leaders Group, Milestone, and Delaware Life Insurance. Outside of financial services, his background includes positions at James Madison University, Lowe's Home Improvement, and Risin' Smoke Barbecue. TLG Advisors serves a wide range of clients, including individuals, high-net-worth clients, trusts, charities, corporations, and institutional investors. The firm employs a manager selection process based on fundamental analysis and Modern Portfolio Theory to construct diversified portfolios, and it offers digital investment programs alongside services through a network of independent advisors.

Adam Bergman is a CFA® charterholder with 11 years of industry experience. He is currently with Davenport & Company LLC, where he has worked since 2022, following nine years at Sterling Capital. Outside of his advisory role, Bergman is involved in recreational sports officiating, serving as an umpire and referee for youth and scholastic baseball and basketball in the Virginia area. 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.

Spencer Harris 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, he worked at Infinity Global from 2022 to 2024 and has held various roles including at Axxor, N.A. and Danville Distributing Company. Davenport serves individual and institutional clients, offering asset management, brokerage, fixed income, public finance, and investment banking services. The firm’s investment approach includes dedicated portfolio teams and an Investment Policy Committee that manages separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Carey Heywood is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He has been with SunTrust Advisory Services since 2016 and SunTrust Investment Services, Inc. since 2007. Outside of his advisory work, he is a self-published novelist. 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, and fiduciary support, implementing advice through both discretionary and non-discretionary manager relationships supported by third-party platforms and an AI-enabled equity research team.

James Whelen III is a financial advisor at Davenport & Company LLC in Richmond, VA, with 33 years of industry experience. He has been with Davenport & Company since 2006 and holds Series 63 and Series 66 designations. Davenport & Company 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, with investment decisions supported by dedicated portfolio manager teams and multiple specialized committees.

William Hershey 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 1998. Outside of his advisory role, he serves on the boards of The Maxwelton and Lachlan Foundation, a scholarship-providing nonprofit, and Northstar Academy, where he contributes to strategic guidance. 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, with investment decisions made by dedicated portfolio manager teams supported by regular committee oversight.

Trevor Adams is a financial advisor at Rockefeller Financial LLC with 11 years of industry experience. He holds a Series 66 designation and previously worked at Truist Advisory Services and BB&T Securities. Adams serves as treasurer for the Western Henrico Chapter of Ducks Unlimited, a nonprofit focused on wetland conservation. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities and access to alternative and private investments.

William Cleland is a CFP® and Series 66-licensed financial advisor at Davenport & Company LLC in Richmond, VA, with 19 years of industry experience. He has been with Davenport & Company since 2005. Davenport & Company LLC is a privately held, employee-owned firm that provides investment management and brokerage services to individual and institutional clients, including banks, pension plans, trusts, and non-profit organizations. The firm offers a range of services such as asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, utilizing dedicated portfolio manager teams and various discretionary investment strategies.

James Trivette Jr. is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and 32 years of industry experience. His career includes roles at Truist Investment Services, Bb&T Securities, and Scott & Stringfellow. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and uses third-party platforms and AI-enabled tools to support its manager selection and investment oversight processes.

Emily Dibble is a financial advisor at Truist Advisory Services with 21 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Truist Advisory Services and affiliated firms since 2018, including Bb&T Securities and Bbtis prior to that. 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 that utilizes both discretionary and non-discretionary approaches supported by third-party platform and manager arrangements.

Ashley Davis is a financial advisor at Truist Advisory Services with 14 years of industry experience. She holds a Series 66 designation and has worked at Truist and its predecessor firms since 2015. Outside of her advisory role, she creates family vlogs on her YouTube channel, The AO Life. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm combines discretionary and non-discretionary investment management and emphasizes inter-affiliate integration within its broader enterprise.

Kevin Boll Jr. is a financial advisor at Davenport & Company LLC with 27 years of industry experience. He holds the Series 66 designation and has been with Davenport & Company since 1997. 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 range of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning through various investment vehicles and tailored strategies.