Roman Pickering is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. He has been associated with SunTrust Advisory Services since 2016 and with related SunTrust entities since 2015. 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 strategies supported by third-party platforms and AI-enabled research tools.

Benjamin Bishop is a Series 65 licensed financial advisor with 13 years of industry experience. He is currently with D.A. Davidson & Co., where he has worked since 2024, following roles at Davidson Investment Advisors, Inc. and Caprin Asset Management, LLC. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm operates under the Advisers Act fiduciary standard and ERISA fiduciary duties for retirement accounts, offering a range of services such as retirement plan advisory, equity research, comprehensive financial planning, and a dedicated private wealth program for clients with over $20 million in net worth.

Conrad Robinson is a financial advisor at Davenport & Company LLC with six years of industry experience. He holds a Series 66 designation and has worked at Davenport since 2022, following roles at Truist Investment Services, BB&T Securities, and Virginia Credit Union. 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 through dedicated portfolio manager teams and an experienced research staff.

Hylah Ballowe is a financial advisor at Davenport & Company LLC in Richmond, VA, with 31 years of industry experience. She has been with Davenport & Company since 2000 and holds Series 63 and Series 65 credentials. Outside of her advisory role, she serves on the board of The Country Club Club of Virginia, participating in athletics and racquet sports committees. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, estates, nonprofits, and corporations, offering asset management, brokerage, public finance, and investment advisory services. The firm’s approach includes dedicated portfolio manager teams and an Investment Policy Committee that oversees various investment strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Jack Heyl is a financial advisor at Janney Montgomery Scott with 47 years of industry experience. He has been with Janney Montgomery Scott since 2009 and holds Series 63 and Series 66 licenses. Janney Montgomery Scott LLC is a large 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, consulting, and advisory services.

Bradley Ostermann is a financial advisor with Truist Advisory Services in Richmond, VA, holding a Series 66 designation and four years of industry experience. His prior experience includes roles at Wells Fargo Advisors and Allegis Group (Aerotek). Outside of his advisory work, he is an active baseball umpire, officiating games at youth, high school, and local adult league levels. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a mix of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enhanced research, with a distinctive approach involving inter-affiliate integration across affiliated broker-dealer and bank services.

Philip Janney is a financial advisor with Janney Montgomery Scott in Richmond, VA, holding a Series 66 designation and bringing 21 years of industry experience. He has been with Janney Montgomery Scott for 15 years. Outside of his advisory role, he owns SullyReve Holdings LLC, a real estate business. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, estates, corporate and retirement plan sponsors, and municipalities, offering brokerage services, financial planning, consulting, and various advisory programs.

Lucy Hooper is a financial advisor with Davenport & Company LLC in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. She has been with Davenport since 1981. Outside of her advisory role, Hooper serves as Chair of the Investment Committee for Randolph College, co-treasurer of Grace Church in Kilmarnock, VA, and Chair of the Board and Trustee for Randolph-Macon Academy. Davenport & Company serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations, offering asset management, brokerage, fixed income, public finance, and investment advisory services. The firm organizes asset management around portfolio manager teams and research, managing separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Melissa Abas is a financial advisor at Citigroup Global Markets with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at HSBC Bank USA and HSBC Securities (USA) Inc. from 2016 to 2022. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including acting as a swap dealer and futures commission merchant.

Kenneth Gregory is a financial advisor at Davenport & Company LLC in Richmond, VA, holding Series 63 and Series 65 licenses with 43 years of industry experience. He has been with Davenport & Company for 37 years. Outside of his advisory role, he serves as Treasurer of the Fishing Bay Yacht Club and is involved with River Road Presbyterian Church as a Finance Committee member and Endowment Fund trustee. 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 manages portfolios through dedicated teams and oversees multiple mutual funds and fixed-income strategies.

John Ackerly IV is a CFA® charterholder with 32 years of industry experience. He has been with Davenport & Company LLC in Richmond, VA since 1994. Ackerly serves as a finance committee member and board member for St. Joseph’s Villa, a children's nonprofit organization. Davenport & Company LLC 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 advisory services through dedicated portfolio teams and a Manager Research group.

Colleen Stephenson is a financial advisor at Davenport & Company LLC with 13 years of industry experience. She holds a Series 66 designation and has been with Davenport since 2006. 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, with investment strategies managed by dedicated portfolio teams and an Investment Policy Committee.

Kimberly Williams is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation with 25 years of industry experience. She has been with Davenport & Company since 1992 and has served in her current role since 2001. Davenport & Company serves individual and institutional clients by providing asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s investment approach includes dedicated portfolio manager teams, an Investment Policy Committee, and a Manager Research team that oversees multiple investment strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Tyler Bowman is a financial advisor with Truist Advisory Services in Richmond, VA, holding Series 63 and Series 66 designations and seven years of industry experience. His career includes roles at Truist Investment Services, Inc. and WealthForge Securities, LLC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary manager relationships and incorporates AI-enabled research tools and inter-affiliate integration in its investment approach.

Coleman Wortham is a financial advisor at Davenport & Company LLC with 14 years of industry experience. He holds a Series 66 designation and has been with Davenport since 2011. Davenport & Company 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 its asset management organized around dedicated portfolio teams, an Investment Policy Committee, and a Manager Research team.

Geoffrey Sulanke is a CFA® charterholder with 21 years of industry experience, currently serving as a financial advisor at Davenport & Company LLC since 2004. He is a partner in C2C Equipment Rentals, where he handles bookkeeping, equipment purchasing, and lease negotiations for construction equipment leasing. Davenport & Company LLC serves individual and institutional clients, offering a range of services including asset management, retail brokerage, fixed income, and investment banking. The firm’s investment approach is organized around dedicated portfolio manager teams and an Investment Policy Committee, managing strategies across separately managed accounts, mutual funds, and ETFs.

Derek Christmas is a financial advisor with Davenport & Company LLC in Richmond, VA. He holds a Series 66 designation and has been in the industry since 2023. His prior experience includes roles at Mann, Armistead & Epperson, Ltd., Virginia Tech, and Salisbury Country Club, Ltd. Davenport & Company serves individual and institutional clients, offering asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm manages a variety of investment strategies through dedicated portfolio teams and provides both advisory programs and mutual fund management.

Stuart Porterfield is a financial advisor with &Partners in Richmond, VA, holding Series 63 and Series 65 licenses and 28 years of industry experience. His previous roles include positions at D.A. Davidson & Co., Rockwood Consulting, RiverFront Investment Group, and Wells Fargo Advisors, among others. &Partners serves a diverse range of individual and institutional clients, providing investment management, financial and tax planning, retirement-plan consulting, and brokerage services through a combination of discretionary and non-discretionary management using a variety of analytical approaches and investment strategies.

Michael Harripersaud is a financial advisor at Citigroup Global Markets with 15 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Citigroup Global Markets in 2022, he worked at Citibank NA from 2001 to 2022. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, providing a wide range of advisory, execution, custody, and derivatives services.

Aidan Fitzgerald is a financial advisor at Davenport & Company LLC in Richmond, VA, holding the Series 66 designation with one year of industry experience. Prior to joining Davenport, he had roles at Northwestern Mutual and various positions connected to the University of Georgia and other organizations. Davenport & Company serves individual and institutional clients, offering asset management, brokerage, fixed income, public finance, and investment banking services. The firm’s advisory platform includes separately managed accounts, model portfolios, and mutual funds managed by specialized teams and a Manager Research group.