Elizabeth Pollard is a CFP® professional with 27 years of industry experience, currently serving at Davenport & Company LLC since 2006. She has roles outside of finance as an agility judge for the American Kennel Club and as president of the Central Virginia Agility Club, where she leads the board and organizes dog agility events. Davenport & Company LLC is a privately held, employee-owned firm providing investment management and brokerage services to individual and institutional clients, offering a range of strategies managed by dedicated portfolio teams and supported by specialized committees.

William Sharp is a financial advisor at Davenport & Company LLC with 19 years of industry experience. He holds a Series 66 designation and has worked previously at Truist Investment Services, Inc. and Clearview Correspondent Services. Sharp has been with Davenport since 2021. 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 nonprofit organizations. The firm offers a broad range of services through various investment strategies and maintains dedicated teams and committees to manage and review client portfolios.

Julian Hillery III is a CFA® charterholder with 17 years of industry experience, currently serving as a financial advisor at Davenport & Company LLC since 2014. He holds Series 66 and Series 63 licenses and is based in Richmond, VA. Davenport & Company serves individual and institutional clients with a range of services including asset management, retail brokerage, fixed income, public finance, and investment banking and advisory. The firm employs dedicated portfolio manager teams and research groups to manage separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Michael Leslie is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at Truist Advisory Services since 2016 and at Truist Investment Services since 2014. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches integrated with affiliated broker-dealer and bank services.

Anthony Brito is a financial advisor at Citigroup Global Markets with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley, J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Axa Equitable Life Insurance Company. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and combines large institutional scale with specialized market roles and commercial arrangements.

Isaac Wright is a financial advisor at J.W. Cole Advisors, Inc. with 18 years of industry experience. He holds the CFP®, ChFC®, and Series 65 designations. Prior to joining J.W. Cole Advisors in 2019, he worked at Global Financial Private Capital, LLC for nine years. Wright is also president of Financial Dynamics & Associates, a firm providing comprehensive financial, investment, and insurance planning, and he leads Wright Advice Consulting, which offers consulting services to financial and insurance professionals. J.W. Cole Advisors operates a large network of independent Investment Adviser Representatives and provides fee-based portfolio management, financial planning, retirement plan services, and access to multiple third-party investment platforms for individuals, high-net-worth clients, and institutional accounts. The firm employs a combination of fundamental and technical analysis along with model and manager-based strategies to implement client solutions.

Jenny Croxton is a Series 66 licensed advisor with Truist Advisory Services in Richmond, VA, with six years of industry experience. She has been with Truist Advisory Services and Truist Investment Services since 2021 and previously worked at BB&T Securities since 2005. 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 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 programs.

Robert Smith is a financial advisor with Truist Advisory Services in Richmond, VA, holding Series 63 and Series 66 licenses and 25 years of industry experience. His prior roles include positions at Bb&T Securities, LLC and Scott & Stringfellow, Inc. He has worked at Truist Advisory Services and Truist Investment Services since 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and uses AI-enabled research tools and integrated inter-affiliate services in its investment approach.

Sharon Jett is a financial advisor with Davenport & Company LLC in Richmond, VA, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. She has been with Davenport & Company since 1999. Outside of her advisory role, she consults part-time for Lemongrass Spa, focusing on skin care product sales. 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, public finance, investment banking, and financial planning, with investment decisions guided by dedicated portfolio manager teams and an Investment Policy Committee.

Christopher Blair is a financial advisor at Davenport & Company LLC with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has worked concurrently at Bi Investments, LLC and Middleburg Bank since 2005. 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, with investment decisions supported by dedicated portfolio manager teams and an Investment Policy Committee.

Emily La Vay is a financial advisor with Davenport & Company LLC in Richmond, VA, holding a Series 66 designation and two years of industry experience. Prior to her current role, she worked at Sotheby's and Christie's. Davenport & Company serves individual and institutional clients by offering asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm manages various strategies through dedicated teams and serves as adviser to multiple mutual funds while providing a range of advisory programs.

Ashok Choudhary is a financial advisor at Citigroup Global Markets with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Sterling National Bank and J.P. Morgan Securities. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, custody services, and derivatives and futures trading. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles and arrangements.

Henry Valentine III is a financial advisor at Davenport & Company LLC with 42 years of industry experience. He holds a Series 63 designation and has been with Davenport since 1981. Outside of his advisory role, he serves on the boards of the Children's Hospital Foundation, Aylett Country Day School, and St. Andrews Association, contributing to their financial oversight and management. 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 management teams supported by regular committee reviews.

Julia Shaffer is a financial advisor with Davenport & Company LLC in Richmond, VA. She holds a Series 66 designation and has two years of industry experience. Prior to joining Davenport & Company in 2023, she held positions at Wiss and Company, Rivermill Bar and Grill, and other organizations. 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, with investment decisions made by dedicated portfolio manager teams supported by a weekly Investment Policy Committee.

Keith Muth is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and four years of industry experience. He has worked with several firms, including Watch Hill Financial, Inc., where he is a co-founder, and Mariner Independent Advisor Network. In addition to advisory services, he provides tax planning and consulting through Muth Financial LLC. Private Advisor Group serves a diverse client base, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm utilizes a range of analytical approaches and partners with multiple custodians and strategists to tailor investment solutions.

Donald Reed is a financial advisor with J. W. Cole Advisors, Inc. in Midlothian, VA, holding Series 63 and Series 65 licenses and with 12 years of industry experience. His prior roles include positions at Financial Dynamics, Global Financial Private Capital, Royal Alliance Associates, and Sii. He serves as a council member for the Town Council of Crewe, VA, and sits on the Board of Directors for the Virginia Deer Hunters Association. J. W. Cole Advisors operates a large network of independent Investment Adviser Representatives and provides fee-based portfolio management, financial planning, retirement plan services, and third-party manager platforms for individuals, high-net-worth clients, and institutional accounts. The firm employs a range of investment strategies, including discretionary and non-discretionary management, fundamental and technical analysis, and integrates digital advice providers and various custodial platforms in client solutions.

Frederick Fram is a CFP® and ChFC® with 37 years of industry experience, currently serving as a financial advisor at Davenport & Company LLC since 2021. He has held prior advisory roles at firms including Cetera Advisor Networks LLC and VSR Advisory Services. In addition to his advisory work, he serves as a FINRA hearing panelist, hearing and voting on regulatory cases involving registered representatives and firms. 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, with investment decisions made by dedicated portfolio manager teams supported by an Investment Policy Committee.

Ward De Klyn III is a financial advisor with Truist Advisory Services in Richmond, VA, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. His career includes roles at BB&T Securities, SunTrust Advisory Services, and Truist Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, 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 manage client portfolios and fiduciary responsibilities.

Brian Helms is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 21 years of industry experience. His career includes roles at Truist Advisory Services, Trust Investment Services, and Bb&T Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program, combining discretionary and non-discretionary approaches supported by inter-affiliate integration and AI-enabled research tools.

Edward Brown Jr. is a financial advisor at Davenport & Company LLC in Richmond, VA, holding Series 63 and Series 65 licenses with 47 years of industry experience. He has been with Davenport & Company since 1982. Outside of his advisory role, he is a member of the board of managers at Consutech LLC, a manufacturing business in Richmond. Davenport & Company LLC is a privately held, employee-owned firm that offers investment management and brokerage services to individual and institutional clients. The firm provides a broad range of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, utilizing various investment strategies managed by specialized teams and committees.