Alison Crowder is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 65 license and with six years of industry experience. She previously worked at Barrett Capital Management, LLC, and was self-employed for two years. Outside of her advisor role, she manages responsibilities related to a condominium property rental in Wintergreen, VA. Davenport & Company serves individual and institutional clients, offering asset management, brokerage, fixed income, public finance, and investment banking services. The firm’s investment advisory division provides separately managed accounts, model portfolios, financial planning, and other advisory programs.

Justin Corlett is a financial advisor at Davenport & Company LLC with four years of industry experience. He holds the Series 66 designation and has worked at Davenport since 2021. Prior to joining the firm, he was employed at The College of William & Mary and Christopher Newport University. Davenport & Company serves individual and institutional clients such as 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 asset management structured around dedicated portfolio manager teams and a Manager Research group overseeing various investment strategies.

Maria Quinteros is a financial advisor at Citigroup Global Markets with 11 years of industry experience. She holds Series 63 and Series 65 designations and has been with Citigroup since 2010. Citigroup Global Markets serves individual and institutional clients across multiple 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 and maintains unique market roles including in-house research, swap dealing, and futures commission merchant activities.

Marion Kastenbaum is a financial advisor at Davenport & Company LLC with 14 years of industry experience. She holds a Series 66 designation and has been with Davenport since 2014. Outside of her advisory role, she is co-owner of Traveling Chic Boutique Richmond, a women’s retail clothing and accessories business, and serves on the board of Manakin Farms, Inc., her family’s real estate holding company. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, and nonprofits, offering a range of services such as asset management, brokerage, and investment banking. The firm’s asset management strategies are developed and monitored by dedicated portfolio teams and an Investment Policy Committee, and it advises multiple mutual funds and manages both taxable and municipal fixed-income portfolios.

Connor Sweeney is a financial advisor with Truist Advisory Services who holds a Series 66 designation and has four years of industry experience. His prior work includes roles at Truist Investment Services, State Farm VP Management Corp., and Parkland Securities, LLC. 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 offers asset allocation and investment policy analysis, fiduciary support, and a manager-selection program, implementing advice through discretionary and non-discretionary arrangements supported by third-party platforms and AI-enabled research tools.

Charles Redding is a financial advisor at Truist Advisory Services with 18 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Bb&T Securities, LLC, and Trust Investment Services, Inc. He is based in Richmond, VA. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Elizabeth Calaman is a financial advisor with Truist Advisory Services in Richmond, VA, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. She has been with SunTrust Advisory Services since 2016 and previously worked at Suntrust Investment Services, Inc. since 2006. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering solutions such as asset allocation, fiduciary support, and third-party manager selection through its AMC Advantage program. The firm integrates discretionary and non-discretionary investment approaches and utilizes affiliated broker-dealer and bank services as part of its operating model.

Maureen Gallihugh is a financial advisor at Davenport & Company LLC in Richmond, VA, holding Series 63 and Series 65 credentials with 38 years of industry experience. She has been with Davenport & Company LLC since 2001. Davenport & Company serves individual and institutional clients, offering asset management, brokerage, fixed income, public finance, and investment banking services. The firm provides a range of advisory programs including separately managed accounts and model portfolios, supported by dedicated portfolio teams and a Manager Research unit.

Michael Hofmeister is a CFP® with 10 years of industry experience currently advising at Rockefeller Financial LLC. He previously held roles at Truist Advisory Services, Truist Investment Services, and BB&T Securities. 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 and financial planning services, operating as both a registered investment adviser and broker-dealer with capabilities in securities transactions, variable insurance products, placement, and investment banking.

John Lewis is a financial advisor at Rockefeller Financial LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Truist Advisory Services, Truist Investment Services, and BB&T Securities. Lewis serves on the boards of The Faison Centers for Excellence and the Massey Cancer Center, and he is a member of VA CEOs, a business organization for local business owners. 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 discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, placement, and investment banking services.

Samantha Pardee is a financial advisor at Truist Advisory Services with 12 years of industry experience. She holds a Series 66 designation and has held various roles within Truist and its predecessor firms since 2014. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, participant advice, and a manager-selection program implemented through a combination of discretionary and non-discretionary approaches, supported by third-party platform and manager arrangements.

Evan Gilbert is a CFA® charterholder and holds the Series 66 designation. He has eight years of industry experience and has worked at Davenport & Company LLC since 2017. Prior to joining Davenport, he was employed at the Virginia Military Institute for four years. Davenport & Company LLC serves individual and institutional clients, including banks, pension plans, trusts, nonprofits, and corporations. The firm offers a range of services such as asset management, retail brokerage, fixed income, public finance, and investment banking, with a portfolio management structure that includes dedicated teams and an Investment Policy Committee.

Matthew Campbell is a Series 65 licensed advisor with Truist Advisory Services in Richmond, VA, bringing 23 years of industry experience. His career includes roles at Truist Advisory Services since 2021, Bb&T Securities from 2013 to 2021, and Scott & Stringfellow, Inc from 2001 to 2013. Truist Advisory Services offers investment consulting and advisory services to a range of clients including individuals, businesses, retirement plans, and charitable organizations. The firm uses a combination of discretionary and non-discretionary approaches and employs third-party platforms and manager arrangements, supported by an Equity Research team that incorporates AI tools for enhanced investment analysis.

Devon Cury is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His work history includes multiple roles at Park Avenue Securities and Guardian Life Insurance Company since 2016, as well as prior experience with Equitable Advisors. Outside of his advisory duties, he serves as president of NeXco National, a networking group. Park Avenue Securities LLC operates as a dually registered broker-dealer and SEC-registered investment adviser, serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of brokerage services, financial planning, retirement plan consulting, and investment advisory programs using both proprietary and third-party strategies.

Catherine Elrod is a financial advisor with Rockefeller Financial LLC holding a Series 66 designation and 21 years of industry experience. She previously worked at Truist Investment Services, Inc. and Wells Fargo Advisors, including Wells Fargo Clearing. 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 both discretionary and non-discretionary portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services.

Merrill Cann is a financial advisor at Davenport & Company LLC with 21 years of industry experience. He holds the Series 66 designation and has been with Davenport since 2004. Davenport serves individual and institutional clients, including banks, pension plans, trusts, nonprofits, and corporations, offering asset management, retail brokerage, fixed income, public finance, and investment banking services. The firm’s asset management combines dedicated portfolio teams, research, and an Investment Policy Committee to manage a range of strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Timothy Judge is a financial advisor at Truist Advisory Services with nine years of industry experience. He holds the Series 63 and Series 65 designations and has worked at several related entities, including BB&T Securities and First Citizens Investor Services. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, offering solutions such as asset allocation, fiduciary support, and manager selection programs. The firm combines discretionary and non-discretionary approaches and integrates affiliated broker-dealer and banking services in its client offerings.

John Mc Ketta is a Series 66-licensed financial advisor at Janney Montgomery Scott with 19 years of industry experience. He previously worked at Raymond James & Associates, Bank of America, and Merrill. He serves as a board member for Richmond Little League, assisting with sponsorship and organizing the Japan Baseball Exchange Program. Janney Montgomery Scott is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets, serving a diverse client base including individuals, families, trusts, and institutional clients through a combination of in-house and third-party portfolio management across multiple wrap programs and advisory services.

Jeffrey Omohundro is a CFA charterholder with 35 years of industry experience, currently serving at Davenport & Company LLC since 2012. He holds a Series 63 license and acts as a board member for the CFA Society of Virginia. Davenport & Company LLC provides asset management, brokerage, public finance, and investment banking services to individual and institutional clients. The firm manages a range of strategies through dedicated portfolio teams and is the adviser to six mutual funds, offering both advisory and commission-based account options.

Patrick Breen is a financial advisor with Truist Advisory Services, holding a Series 66 designation and bringing 11 years of industry experience. He previously worked at UBS Financial Services for 12 years before joining Truist. 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 employs a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms, with a focus on inter-affiliate integration and oversight.