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 Series 66 credentialed advisor with Davenport & Company LLC in Richmond, VA, where he has worked for 21 years. He serves as a board member for Northstar Academy, an educational organization. Davenport & Company LLC provides asset management, brokerage, and advisory services to individual and institutional clients, including banks, pension plans, trusts, nonprofits, and corporations, offering a range of investment management solutions and public finance services.

Ronald Webster is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 28 years of industry experience. His prior roles include positions at Raymond James Financial Services, Wells Fargo Clearing, WELLS FARGO ADVISORS LLC, and Merrill. He is also the owner of Webster Grosso Wealth Management, a support company based in Midlothian, VA. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations, offering various investment advisory and financial planning services through both discretionary and non-discretionary portfolio management.

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 eight years of industry experience. She holds a Series 66 designation and has been with Davenport since 2007. Outside of her advisory role, she owns Xtremely Kreative, LLC, a crafts business, and is authoring a financial literacy book for teens through her venture Money Smart with Tiffany, LLC. Davenport & Company serves individual and institutional clients by offering asset management, brokerage, fixed income, and investment banking services. The firm’s investment approach includes managed portfolios, mutual funds, and a combination of advisory and broker-dealer platforms.

Daphne Martin is a financial advisor at Davenport & Company LLC with five years of industry experience. She holds the 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 serves individual and institutional clients, offering a range of asset management, brokerage, and advisory services. The firm manages portfolios through dedicated teams and provides several investment programs, including separately managed accounts and mutual funds.

Thomas Price is a CFP® with 25 years of industry experience and has been with Davenport & Company LLC since 1999. He is based in Richmond, VA, and holds a Series 66 license. 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 organizes its asset management through dedicated portfolio manager teams and an Investment Policy Committee, managing a range of strategies including separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Carly Carmichael is a financial advisor at Davenport & Company LLC with 11 years of industry experience. She holds the Series 66 designation and has been with Davenport since 2014. Davenport & Company LLC 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 investment advisory division provides separately managed accounts, financial planning, and other advisory programs, supported by dedicated portfolio manager teams and a Manager Research team.

Samuel Dittmar is a financial advisor at Davenport & Company LLC with nine years of industry experience. He previously worked at Wells Fargo Clearing Services LLC, Suntrust Advisory Services, and Aerotek. Outside of his advisory role, he is the owner of Uncle Sam's Shirts, a t-shirt design and shipping business. Davenport & Company LLC serves individual and institutional clients, providing asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm manages portfolios through dedicated teams and offers a range of investment strategies, including separately managed accounts and mutual funds.

David Hays is a financial advisor at Hornor, Townsend & Kent, LLC with three years of industry experience. Prior to joining Hornor, Townsend & Kent, he worked at MML Investors Services LLC and MassMutual Life Insurance Company. He also spent nine years working in the restaurant industry. In addition to his advisory role, he is involved in insurance brokerage and financial advising activities, including the sale and service of life insurance products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm offers both advisory and broker-dealer services with a network of advisers and third-party asset manager relationships to support client investment strategies.

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.

Virginia Kehlenbeck is a financial advisor at Davenport & Company LLC in Richmond, VA, holding CFP® and Series 66 credentials with 18 years of industry experience. She has been with Davenport & Company since 2007. Davenport & Company serves individual and institutional clients such as banks, pension plans, trusts, and nonprofits, providing asset management, brokerage, fixed income, public finance, and investment advisory services through dedicated portfolio management teams and a range of separately managed accounts and mutual fund strategies.

Renita Yoon is a financial advisor at Davenport & Company LLC with eight years of industry experience. She holds a Series 66 designation and has worked at firms including Ameriprise, Truist Advisory Services, BB&T Securities, and Wells Fargo Advisors. Outside of her advisory role, she is involved in architectural and real estate photography through Renita Yoon Photography. Davenport & Company serves individual and institutional clients with asset management, brokerage, and advisory services. The firm offers a range of investment strategies and manages six mutual funds, combining a broker-dealer platform with a full advisory service.

Jameson Eddy is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation with 22 years of industry experience. He has been with Davenport since 1999. Davenport serves individual and institutional clients, offering asset management, brokerage, public finance, and investment advisory services through a combination of portfolio management teams and structured investment programs.

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. His prior experience includes roles at Citigroup Global Markets and Legg Mason Wood Walker, Incorporated. Outside of his advisory work, he is involved with the Lifelong Learning Institute as an instructor, class facilitator, and board member, focusing on investment and financial planning education. He is also an active musician, playing lead guitar with several local bands in the Richmond area. Davenport & Company LLC serves individual and institutional clients, offering asset management, retail brokerage, fixed income, public finance, and investment banking services. The firm’s Investment Advisory division provides separately managed accounts, model delivery, financial planning, and advisory programs, supported by portfolio manager teams, an Investment Policy Committee, and a Manager Research team.

Tammy Severt 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 1998. Outside of her advisory role, she is a co-owner of K and S Contracting LLC, a drywall contracting business, but does not participate in its operations. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, and nonprofits, offering asset management, brokerage, fixed income, and advisory services. The firm’s asset management focuses on dedicated portfolio teams and multiple investment strategies, including separately managed accounts and mutual funds.

Ryan Shumate is a financial advisor at Davenport & Company LLC in Richmond, VA, with six years of industry experience. He holds the Series 66 designation and has worked at Davenport since 2019. Prior to joining Davenport, Shumate was employed at Change Healthcare, Inc. for eight years. Davenport & Company serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations, offering asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s approach includes dedicated portfolio manager teams and a Manager Research team that constructs and monitors strategies across separately managed accounts, mutual funds, ETF model portfolios, and unified managed accounts.