Tammy Severt is a financial advisor at Davenport & Company LLC with 24 years of industry experience. She holds a Series 66 designation and has been with Davenport & Company since 1998. Outside of her advisory role, she is a co-owner of a drywall contracting business, K and S Contracting LLC, though she is not involved in its operations. 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.

Ryan Shumate is a financial advisor at Davenport & Company LLC in Richmond, VA. He holds the Series 66 designation and has six years of industry experience. Prior to joining Davenport & Company in 2019, he worked at Change Healthcare, Inc. for eight years. 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 variety of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning through multiple investment strategies and specialized teams.

Frederick Mc David is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation and beginning his industry career in 2025. His prior work experience includes roles at Pemberton Eye and academic positions at James Madison University and Old Dominion University. He also has experience with Hoppinfox Farm. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, and nonprofits, offering asset management, retail brokerage, public finance, and investment banking services. The firm’s investment approach includes dedicated portfolio manager teams and an Investment Policy Committee, managing a range of separately managed accounts and mutual funds.

Tammy Kane is a financial advisor with Davenport & Company LLC in Richmond, VA, holding a Series 66 designation. She began her career in the financial industry in 2023, with prior experience at Navy Federal Credit Union, KForce at Washington Gas, and Capital One. Davenport & Company serves individual and institutional clients, offering asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm employs dedicated portfolio manager teams and a Manager Research team to construct and monitor investment strategies across various vehicles, including separately managed accounts and mutual funds.

Sylvan Garfunkel is a financial advisor with Citigroup Global Markets who holds Series 63 and Series 65 licenses and has 14 years of industry experience. He worked at JPMorgan Securities LLC for four years before joining Citigroup in 2020. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments and offers multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including swap dealing and futures commission merchant activities.

Mary Davis is a CFP® professional with 35 years of industry experience, currently serving at Davenport & Company LLC in Richmond, VA. She has been with Davenport & Company since 1986. 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-profit organizations. The firm offers a broad range of services such as asset management, financial planning, and investment banking through various managed accounts and strategies.

Robert Moyer is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Wealthspire Advisors. He has been with Wealthspire Advisors since 2024 and concurrently works with ACG Advisory Services since 2007. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, offering wealth management, financial planning, and trustee services. The firm employs a relationship-driven, customized investment approach that emphasizes diversified, institutional-style asset allocation and ongoing portfolio due diligence.

Audrey Mccray is a CFP®-certified financial advisor with 33 years of industry experience. She has worked at Davenport & Company LLC since 2017, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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, with investment decisions supported by dedicated portfolio teams and an Investment Policy Committee.

James Crawley is a financial advisor at Davenport & Company LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Davenport & Company since 1989. Outside of his advisory role, he serves as Vice President and Secretary of the Walter J. Payne Foundation, a Virginia-based charitable foundation, where he provides investment advice. Davenport & Company LLC is a privately held, employee-owned firm offering investment management and brokerage services to individual and institutional clients. The firm provides a range of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, with investment decisions made by dedicated portfolio managers supported by a weekly Investment Policy Committee.

Kevin Bennett is a CFA® charterholder with 18 years of industry experience. He has been with Davenport & Company LLC since 2016. Davenport & Company serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations, offering a range of asset management, brokerage, fixed income, public finance, and investment banking services. The firm’s investment approach includes dedicated portfolio manager teams, an Investment Policy Committee, and a Manager Research team that oversees various strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Kevin Hopkins is a financial advisor at Davenport & Company LLC in Richmond, VA, with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Davenport since 2019, following three years at Wells Fargo. Davenport serves individual and institutional clients, 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 and a comprehensive research process supporting separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Sean Setina is an advisor at Truist Advisory Services with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with SunTrust and its related entities since 2013. Outside of his advisory work, he is a co-owner of a rental property inherited from his family. 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, investment policy analysis, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary approaches with third-party platform arrangements.

Lianne Recchia is a financial advisor at Davenport & Company LLC with nine years of industry experience. She holds a Series 66 designation and has been with Davenport since 2016. Recchia serves on the finance committee of Girls on the Run Greater Richmond. Davenport & Company serves individual and institutional clients, offering a range of services including asset management, retail brokerage, fixed income, public finance, and investment banking. The firm’s asset management is organized around portfolio manager teams, an Investment Policy Committee, and a Manager Research team, providing separately managed accounts, model portfolios, and advisory programs.

Jeffrey Graves is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has held roles at related Ameritas entities since 2017, with prior experience at MML Investors Services and Mass Mutual. Outside of his advisory work, he owns CAPITAL FINANCIAL PROPERTY & CASUALTY LLC, a property and casualty insurance brokerage. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services through a combination of model portfolios, third-party sub-advisers, and customized strategies.

Courtney Rogers is a financial advisor at Davenport & Company LLC with 32 years of industry experience. She has been with Davenport since 1998 and holds Series 63 and Series 65 licenses. Outside of her advisory role, she serves as secretary and treasurer for a local hunt club and as treasurer for the University of Alabama Alumni Richmond Chapter. 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 variety of investment strategies and financial services supported by dedicated portfolio manager teams and regular committee oversight.

Viet Bac Nguyen is a Series 66 licensed advisor at Truist Advisory Services with 15 years of industry experience. He has worked at Truist Advisory Services and its predecessor entities since 2013 and previously spent a year at Long and Foster. Outside of his advisory role, Nguyen works as a driver for Uber. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, utilizing third-party platforms and AI-enabled research tools to support its AMC Advantage manager-selection program.

Jacqueline Rivera is a financial advisor at Citigroup Global Markets with eight years of industry experience. She holds the Series 66 and Series 63 designations and has worked at firms including Charles Schwab, Santander Bank, and CNR Securities. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains roles including swap dealer and futures commission merchant, combining large institutional scale with a range of market operations.

James Branch Jr. is a financial advisor at Davenport & Company LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Davenport since 1989. Branch serves as a board member of the Cabell Foundation, a mental health organization for children, and participates on its investment committee. 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 range of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, with investment decisions made by dedicated portfolio manager teams supported by an Investment Policy Committee.

Tabitha Watson is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and possessing 30 years of industry experience. She previously worked at Sterne Agee in various capacities from 2011 to 2022 before joining Truist in 2022. Outside of her advisory role, she is a 50% partner in a property renovation and flipping business. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary manager relationships, supported by AI-enabled research tools and inter-affiliate integration with Truist Investment Services and Truist Bank.

Ran Hu is a financial advisor with Citigroup Global Markets holding Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Citigroup in 2026, Ran worked at Bank of America, NYLIFE Securities LLC, and New York Life Insurance Company. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with internal oversight and also operates as a swap dealer and futures commission merchant.