Kimberly Cimburke is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has worked with SunTrust Advisory Services since 2016 and with SunTrust Securities since 2003. 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 manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to deliver its investment solutions.

Ying Zhang is a financial advisor at Citigroup Global Markets with four years of industry experience. Prior to joining Citigroup, Zhang held positions at Bank of America, J.P. Morgan Securities, and JPMorgan Chase Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary programs and maintains unique market roles including functioning as a swap dealer and futures commission merchant.

Adolfo Molina is a financial advisor at Citigroup Global Markets with a Series 66 credential and four years of industry experience. His prior experience includes roles at JPMorgan Chase Bank, New York Life Insurance Company, and Massachusetts Mutual Life Insurance Co. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with internal standards and oversight committees to select and monitor investment managers.

William Charlet is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 credential with 20 years of industry experience. He has been with Davenport & Company since 2005. Outside of his advisory role, he serves as a board member of Northstar Academy, an educational organization. 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 supported by dedicated portfolio manager teams and an Investment Policy Committee.

Ronald Webster is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 27 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Raymond James Financial Services. He is also the owner of Webster Grosso Wealth Management. Steward Partners Investment Advisory, LLC is an enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

Stephen Shewmake is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has worked with Truist Investment Services and BB&T Securities, and is also the owner of Onward Fitness, LLC, a personal training and exercise business. 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 approaches supported by third-party platforms and an integrated Equity Research and Investment Advisory team.

Tiffany Mccoy is a financial advisor at Davenport & Company LLC with seven years of industry experience. She holds a Series 66 designation and has been with Davenport since 2007. Outside of her advisory work, she owns Xtremely Kreative, LLC, a business focused on making and selling crafts, and is authoring a financial literacy book for teens through her business Money Smart with Tiffany, LLC. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, estates, nonprofits, and corporations, offering a range of services such as asset management, retail brokerage, fixed income, public finance, and investment banking. The firm’s advisory division provides separately managed accounts, model delivery, financial planning, and other programs, supported by dedicated portfolio management teams and a Manager Research team.

Daphne Martin is a financial advisor at Davenport & Company LLC with five years of industry experience. She holds a Series 66 designation and has been with Davenport since 2020. Prior to her current role, she spent 14 years with Junior Achievement of Central Virginia. 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, utilizing various strategies and portfolio management teams.

Thomas Price is a CFP® professional with 24 years of experience in the financial industry. He has been with Davenport & Company LLC since 1999, serving in advisory roles for over two decades. There are no additional outside business activities reported. 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 variety of services including asset management, financial planning, and investment banking, with investment decisions made by dedicated portfolio manager teams and supported by multiple specialized committees.

Carly Carmichael is a financial advisor at Davenport & Company LLC with 10 years of industry experience. She holds the Series 66 designation and has been with Davenport since 2014. 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 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 through various investment vehicles and strategies.

Samuel Dittmar is a financial advisor at Davenport & Company LLC in Richmond, VA, with eight years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Wells Fargo Clearing Services LLC and SunTrust Advisory Services. Outside of finance, he is the owner of Uncle Sam's Shirts, a small t-shirt design business. Davenport & Company 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, managing separately managed accounts, mutual funds, ETFs, and unified managed accounts.

David Hays is a financial advisor at Hornor, Townsend & Kent, LLC with three years of industry experience. He previously worked at MML Investors Services LLC and MassMutual Life Insurance Company. Outside of his advisory role, he is involved in insurance brokerage and financial advising under the name Empire Wealth Strategies and Elevate Financial Group. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement consulting. The firm operates both an SEC-registered advisory platform and a FINRA-member broker-dealer, providing a wide range of custody, execution, and brokerage services.

Danaire Leftwich is a financial advisor with Bankers Life Advisory Services, Inc. in Richmond, VA, holding a Series 66 designation and five years of industry experience. She has been with Bankers Life Advisory Services since 2021 and has prior experience at affiliated Bankers Life entities dating back to 2008. Outside of advising, she is an insurance agent specializing in health, life, annuity, and long-term care products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis in its investment approach.

David Lay is a financial advisor with Truist Advisory Services and holds a Series 66 designation. He has nine years of industry experience, including roles at SunTrust Investment Services since 2014. Outside of his advisory work, he occasionally serves as a role player in surveillance scenarios for FBI training exercises. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, 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 an AI-enabled research team, with a notable integration among its affiliated broker-dealer and bank services.

Wayne Tang is a financial advisor at Citigroup Global Markets with nine years of industry experience. He has been with Citibank, N.A. since 2013 and holds Series 63 and Series 65 licenses. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains unique market roles including operating as a swap dealer and futures commission merchant.

Virginia Kehlenbeck is a CFP® and holds a Series 66 license with 17 years of industry experience. She has been with Davenport & Company LLC in Richmond, VA since 2007. 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-profits. The firm offers a broad range of services such as asset management, retail brokerage, public finance, and financial planning, utilizing multiple investment strategies and regular committee oversight.

Renita Yoon is a financial advisor with Davenport & Company LLC in Richmond, VA, holding a Series 66 designation and eight years of industry experience. Her prior experience includes roles at Ameriprise, Truist Advisory Services, BB&T Securities, and Wells Fargo Advisors. Outside of finance, she operates Renita Yoon Photography, specializing in architectural and real estate photography. Davenport & Company 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 separately managed accounts, mutual funds, ETF model portfolios, and unified managed accounts.

Jameson Eddy is a Series 66 licensed financial advisor with Davenport & Company LLC in Richmond, VA. He has 21 years of industry experience and has been with Davenport & Company since 1999. 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 non-profits. The firm offers a variety of investment strategies managed by dedicated teams and combines advisory services with broker-dealer activities such as public finance and municipal underwriting.

William Jeter is a financial advisor at Janney Montgomery Scott with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Janney Montgomery Scott since 2009. Jeter serves on the investment committee of the Cameron Foundation, a non-profit organization supporting communities in the Petersburg, Colonial Heights, and Hopewell, VA area. 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 diverse client base including individuals, families, trusts, corporate and retirement plans, charitable organizations, and municipal clients through a combination of in-house portfolio management and third-party managers across various advisory programs.

James Davidson Jr. is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Davenport & Company LLC since 2007. Prior to that, he worked at Citigroup Global Markets. Outside of his advisory role, he is involved as an instructor, class facilitator, and board member for the Lifelong Learning Institute, a nonprofit promoting educational opportunities in Midlothian, VA. He is also an active musician, performing as lead guitarist in several local bands. 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, employing dedicated portfolio manager teams and specialized committees to oversee client strategies.