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 28 years of experience in financial advising. She is currently with OSAIC Institutions, INC. and has held positions at Bank of Southside Virginia, Infinex Investments, Inc., Morgan Stanley Private Bank, Morgan Stanley, and Valic Financial Advisors. OSAIC Institutions, Inc. serves individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, wrap programs, third-party asset manager referrals, and access to alternative investments and lending solutions, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary assets under management.

Rachel Lilley is a financial advisor with Guardian Life and holds the Series 66 designation. She has one year of industry experience and has worked with firms including LPL Enterprise LLC and MassMutual. Outside of financial advising, she owns and operates Annalise Bridal Boutique. Rachel is associated with Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America. The firm offers brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

Lindsay Payne is a CFP® with nine years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC since 2024. Prior to this, Payne worked at Truist Advisory Services and Truist Investment Services, and spent seven years at BB&T Securities. Payne is a member of the Greater Richmond Stop Child Abuse Now (SCAN) Board of Young Professionals, participating in fundraising and awareness events focused on domestic and child abuse. 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 offers a range of portfolio management, financial planning, and consulting services, operating as both an investment adviser and a registered broker-dealer with capabilities in securities transactions, insurance products, and investment banking.

Timothy Taylor is a financial advisor at Davenport & Company LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Davenport since 2002. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, nonprofits, and corporations, offering a range of services such as asset management, brokerage, fixed income, and investment banking. The firm’s asset management is structured around portfolio manager teams, an Investment Policy Committee, and a Manager Research team, managing a variety of strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Brandon Vaughan is a financial advisor with TLG Advisors, Inc. He holds Series 63 and Series 66 licenses and has four years of industry experience. His prior work includes roles at Waypoint Retirement Advisors, The Leaders Group Inc, and Delaware Life Insurance. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on investment supervisory services and portfolio management using manager selection and fundamental analysis within a Modern Portfolio Theory framework.

Adam Bergman is a CFA® charterholder with 12 years of industry experience, currently serving as a financial advisor at Davenport & Company LLC since 2022. Prior to this, he worked for Sterling Capital for nine years. Outside of his advisory role, Bergman is involved in recreational sports officiating, including youth baseball and basketball in the Richmond, VA area. Davenport & Company LLC serves individual and institutional clients, offering asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s investment approach includes dedicated portfolio manager teams and a Manager Research team that oversees a range of strategies across separately managed accounts, mutual funds, and ETFs.

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 in 2024, he worked at Infinity Global from 2022 to 2024. 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 approach includes dedicated portfolio manager teams, an Investment Policy Committee, and a Manager Research team overseeing diversified strategies across 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, holding Series 63 and Series 66 designations with 34 years of industry experience. He has been with Davenport since 2006, totaling 20 years at the firm. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, and nonprofits, offering asset management, brokerage, fixed income, public finance, and investment banking services. The firm emphasizes portfolio manager teams and manager research to construct and monitor strategies across various account types and manages multiple mutual funds and fixed-income sleeves.

William Hershey is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 credential and with 20 years of industry experience. He has been with Davenport since 1998. Outside of his advisory role, Hershey serves on the boards of The Maxwelton and Lachlan Foundation, which provides scholarships, and Northstar Academy, where he contributes to strategic guidance. Davenport & Company LLC serves individual and institutional clients with a range of services including asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm employs dedicated portfolio manager teams and an Investment Policy Committee to oversee its investment strategies, and it offers various advisory programs and mutual funds.

Trevor Adams is a financial advisor at Rockefeller Financial LLC with 11 years of industry experience. He holds the Series 66 designation and previously worked at Truist Advisory Services and BB&T Securities. He serves as treasurer for the Western Henrico Chapter of Ducks Unlimited, a nonprofit focused on wetland conservation. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm combines a Private Advisor model with a consolidated investment platform, offering a range of portfolio management and consulting services alongside broker-dealer capabilities and alternative investment placements.

William Cleland is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Davenport & Company LLC since 2005. He holds the Series 66 designation and is based in Richmond, VA. Davenport & Company LLC serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations. The firm offers a range of services such as asset management, retail brokerage, fixed income, public finance, and investment banking/advisory services, with investment strategies managed by specialized teams and an Investment Policy Committee.

Jason Fowler is a Series 66 licensed financial advisor at Foundations Investment Advisors LLC with six years of industry experience. He previously worked at Bankers Life Securities, Inc. and Henrico County Public Schools. In addition to his advisory role, he serves as an agent for Bankers Life & Casualty, focusing on life and health insurance products for the senior market. Foundations Investment Advisors provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, model portfolios, and third-party sub-advisers to tailor 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. He holds a Series 66 designation and has worked at Truist Advisory Services since 2021, following prior roles at BB&T Securities and Davenport & Company LLC. Outside of his advisory work, Davis maintains a family YouTube channel called The AO Life. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager relationships supported by AI-enabled research tools and inter-affiliate resources.

Kevin Boll Jr. is a financial advisor at Davenport & Company LLC in Richmond, VA, with 28 years of industry experience. He holds the Series 66 designation and has been with Davenport since 1997. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, and nonprofits, offering asset management, brokerage, public finance, and advisory services. The firm’s investment approach involves dedicated portfolio manager teams and manager research to support separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Francesco Cucuzza is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup since 2014. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and combines large institutional scale with unique market roles, including in-house research and derivatives services.

Brandon Smith is a financial advisor with TLG Advisors, Inc. based in Chesterfield, VA. He holds the ChFC® designation and Series 66 license and has 10 years of industry experience. His prior work includes roles at Milestone Financial Solutions, AXA Advisors, LLC, and Waypoint Wealth Services LLC. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on manager selection and monitoring, using fundamental analysis and Modern Portfolio Theory to build diversified portfolios, and offers both sub-advised and direct-to-consumer investment programs.