Julian Hillery III is a CFA charterholder with 17 years of industry experience, currently with Davenport & Company LLC in Richmond, VA. He has held roles at Davenport since 2005, with additional experience at Salient Capital Advisors and Integrity Capital. Davenport & Company serves individual and institutional clients such as banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations, 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 strategies across separately managed accounts, mutual funds, and ETFs.

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 financial advisor with Truist Advisory Services in Richmond, VA. She has seven years of industry experience, including 16 years at BB&T Securities before joining Truist Advisory Services and Truist Investment Services in 2021. 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 combines discretionary manager relationships with non-discretionary consulting and utilizes third-party platforms and AI-enabled research tools to support its investment processes.

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 at Davenport & Company LLC with 26 years of industry experience. She has been with Davenport since 1999. Outside of her advisory role, she is a consultant for a skin care and aromatherapy business in Colorado. Davenport 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 and an Investment Policy Committee that oversee various strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Christopher Blair is a financial advisor with Davenport & Company LLC in Richmond, VA, holding Series 63 and Series 65 credentials and having 42 years of industry experience. His work history includes roles at Middleburg Bank since 2005 and at Davenport & Company from 1997 to 2005. Davenport & Company serves individual and institutional clients such as banks, pension plans, trusts, nonprofits, and corporations. The firm offers a range of services including asset management, retail brokerage, public finance, and investment advisory, with an asset management approach organized around portfolio teams, an Investment Policy Committee, and a Manager Research team.

Emily La Vay is a financial advisor at Davenport & Company LLC with two years of industry experience. She holds the Series 66 designation and previously worked at Sotheby's and Christie's before joining Davenport. Davenport & Company LLC 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, with a platform that includes separately managed accounts, mutual funds, and ETF model portfolios.

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 in Richmond, VA, with 43 years of industry experience. He has been with Davenport & Company since 1981. Valentine serves on the boards of several nonprofit organizations, including the Children's Hospital Foundation and Aylett Country Day School. Davenport & Company provides asset management, retail brokerage, and investment advisory services to individual and institutional clients such as banks, pension plans, trusts, and nonprofits. The firm’s investment approach includes dedicated portfolio teams and a Manager Research group that oversees separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Julia Shaffer is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation with three years of industry experience. Prior to joining Davenport in 2023, she worked at Wiss and Company and held various roles outside the financial sector, including positions at Rivermill Bar and Grill and West End Market. 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 asset management is organized around portfolio manager teams and research groups that develop strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Donald Reed is a financial advisor with J. W. Cole Advisors, Inc., holding Series 63 and Series 65 licenses and 12 years of industry experience. He has worked at J. W. Cole Advisors since 2019 and has previous experience with Financial Dynamics, Global Financial Private Capital, Royal Alliance Associates, and Sii. Outside of his advisory work, Reed serves as a council member for the Town Council of Crewe, VA, and is on the board of directors for the Virginia Deer Hunters Association. J. W. Cole Advisors is an enterprise-level firm with over 480 advisors, offering fee-based portfolio management, financial planning, retirement plan services, and digital advice to individuals, high-net-worth clients, and institutions. The firm employs a mix of fundamental and technical analysis, model and manager-based strategies, and provides access to multiple third-party investment advisers and custodial platforms.

Frederick Fram is a CFP® and ChFC® with 38 years of industry experience, currently serving at Davenport & Company LLC since 2021. His prior roles include positions at Cetera Advisor Networks LLC, VSR Advisory Services, VSR Financial Services Inc, Cetera, and Summit Brokerage Services. He also serves as a FINRA hearing panelist, participating in regulatory hearings involving broker-dealers and registered representatives. Davenport & Company LLC serves individual and institutional clients, including banks, pension plans, trusts, nonprofits, and corporations, offering asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s asset management is organized around dedicated portfolio management and research teams, providing separately managed accounts, model portfolios, and mutual funds.

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 credentials with 48 years of industry experience. He has been with Davenport & Company since 1982. Outside of his advisory role, he is a partial owner and board member of CONSUTECH LLC, a manufacturing business. Davenport & Company serves individual and institutional clients, offering asset management, brokerage, public finance, and investment banking services. The firm’s asset management includes dedicated portfolio teams and various strategies across separately managed accounts, mutual funds, and ETFs.

Sarah Estes is a financial advisor with Bankers Life Advisory Services, Inc. in Richmond, VA. She holds the Series 66 designation and has one year of experience in the financial services industry. Prior to her current role, she worked in various pharmacy and retail positions and has experience in higher education. Bankers Life Advisory Services, Inc. is an SEC-registered adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored investment strategies aligned with clients’ goals and risk tolerance.

Steven Martin is a CFP® with 22 years of industry experience and has been with Davenport & Company LLC since 2017. Prior to joining Davenport, he worked at Wells Fargo Clearing and Wells Fargo Advisors. Davenport & Company LLC serves individual and institutional clients, including banks, pension plans, trusts, estates, nonprofits, and corporations, providing asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s asset management involves dedicated portfolio manager teams and various advisory programs, and it manages multiple mutual funds and fixed-income strategies.

John Vetrovec is a CFP® professional with 25 years of industry experience, currently serving as an advisor at Davenport & Company LLC since 2009. He holds the Series 66 designation and is based in Richmond, VA. Davenport & Company LLC serves individual and institutional clients with a range of services including asset management, retail brokerage, and investment banking. The firm’s investment approach involves dedicated portfolio manager teams, an Investment Policy Committee, and a Manager Research team, offering strategies across separately managed accounts, mutual funds, and unified managed accounts.