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 21 years of industry experience, currently serving as a financial advisor at Davenport & Company LLC since 2017. Prior to joining Davenport, he worked 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 range of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, with investment decisions guided by dedicated portfolio manager teams and an Investment Policy Committee.

John Vetrovec is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Davenport & Company LLC since 2009. He is based in Richmond, VA. Davenport & Company LLC is a privately held, employee-owned firm providing investment management and brokerage services to individual and institutional clients. The firm employs dedicated portfolio management teams and offers a variety of strategies and financial services, including asset management, retail brokerage, and financial planning.

Marsha Matthews is a financial advisor with Janney Montgomery Scott in Richmond, VA, holding Series 65 and Series 66 licenses and 15 years of industry experience. Her career includes roles at Davenport & Co., LLC and a brief period of unemployment in 2017 before joining Janney, where she has worked since 2017. Janney Montgomery Scott LLC is a large 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 plan sponsors, and municipal clients, offering a broad range of brokerage, financial planning, and advisory services.

Dianne Ballard is a Series 66-licensed financial advisor with seven years of industry experience. She has worked at Davenport & Company LLC since 2017 and previously held a position at Collegiate School from 2010 to 2017. 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 wide range of services, including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, utilizing various investment strategies managed by dedicated portfolio teams and committees.

Andrzej Kaluta is a financial advisor with Citigroup Global Markets in Uniondale, NY, holding Series 63 and Series 66 licenses and having 17 years of industry experience. He has been with Citibank N.A. since 2013. Citigroup Global Markets Inc. 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 through discretionary and non-discretionary programs and maintains large institutional scale alongside specialized market roles.

Kyle Nystrom is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has two years of industry experience. Prior to joining Bankers Life, he worked at First Command Insurance Services and Carvana. He is also appointed as a 1099 agent with Bankers Life and Casualty Company, enabling him to write Medicare Supplement, annuities, life insurance, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. serves 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 tailor asset allocations and portfolios according to clients’ goals, risk tolerances, and time horizons.

Theresa Manning is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation with 23 years of industry experience. She has been with Davenport & Company since 2013. 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, delivered through various managed accounts, mutual funds, ETFs, and retirement solutions.

Michael Weinberg is a financial advisor at Citigroup Global Markets with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at CitiGroup since 2020, following roles at Signature Bank and Citibank Global Markets. Citigroup Global Markets serves individual and institutional clients across various wealth segments with 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 offers bespoke discretionary solutions for large relationships.

Christopher Tripp is a financial advisor with Principal Financial Services, holding Series 65 and Series 63 licenses and five years of industry experience. His prior roles include positions at Eagle Strategies, New York Life Insurance Company, and The Nielsen Company. He is the owner of Tripp's Financial, LLC, a business formed to support administrative functions. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm’s offerings include financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed accounts.

George Smith is a CFA® charterholder with 27 years of industry experience and has been with Davenport & Company LLC since 1997. He holds the Series 63 designation and is based in Richmond, VA. Outside of his advisory role, Smith is involved in managing several family real estate entities. 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, delivered through various account structures and strategies managed by dedicated portfolio teams.

Daniel Elliott is a financial advisor at Equity Services, Inc. with 23 years of industry experience. He holds a Series 66 designation and previously worked at SunTrust Advisory Services and SunTrust Investment Services, Inc. He also serves as a notary public. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often utilizing third-party asset managers and model portfolios, with a mix of long-term strategies and options for shorter-term trading.

Stephanie Wiseman is a financial advisor at Janney Montgomery Scott with 15 years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at Merrill from 2008 to 2022 before joining Janney in 2022. Outside of her advisory role, she owns Blackwater Crafting Co., a small business specializing in custom crafted and upcycled items. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets and serves a diverse clientele including individuals, families, trusts, corporate sponsors, and municipal clients. The firm offers a range of brokerage, financial planning, and advisory services through in-house and third-party portfolio management across multiple programs.

Edin Terzimehic is a financial advisor at Davenport & Company LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Davenport since 2008, following a prior role at Wachovia Securities LLC. Terzimehic serves on the Board of Directors and Finance Committee for the Visual Arts Center of Richmond, a nonprofit organization focused on community engagement through arts programs. 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 investment strategies and financial services supported by dedicated portfolio teams and committees, serving clients including banks, pension plans, trusts, and nonprofit organizations.

Kristina Palangi is a CFP®, ChFC®, and Series 66-registered advisor with 18 years of industry experience. She is currently with Davenport & Company LLC and has previously worked at Truist Advisory Services, Truist Investment Services, BB&T Securities, Bank of America, and Merrill. Outside of her advisory role, she serves on the finance and strategic planning committees of the Lakeside Park Country Club in Richmond, VA. 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 guided by dedicated portfolio manager teams and an Investment Policy Committee.

David Jennings is a financial advisor with Janney Montgomery Scott in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He worked at Merrill from 1996 to 2017 before joining Janney Montgomery Scott in 2017. Jennings serves as a board member on the risk and development committees of St Michaels Episcopal School in Richmond. 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 and offers brokerage services, financial planning, consulting, and multiple advisory programs supported by centralized portfolio management and in-house custody and trustee capabilities.

Amanda Whately is a financial advisor with D.A. Davidson & Co. in Midlothian, VA, holding Series 63 and Series 65 licenses and having 17 years of industry experience. Her prior roles include positions at SunTrust Advisory Services, BB&T Securities, and Minnesota Life Insurance Company. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm offers comprehensive financial planning, ERISA retirement plan advisory, and a private wealth program for clients with over $20 million in net worth, operating under fiduciary standards and using both qualitative and quantitative analysis in its investment approach.

Herbert Hargroves Jr is a financial advisor at Davenport & Company LLC in Richmond, VA, with seven years of industry experience. He holds the Series 66 designation and has been with Davenport since 2012. 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 through various account types and investment strategies.

Alice Winters is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and 21 years of industry experience. Her prior roles include positions at Raymond James Financial Services and Wells Fargo Advisors. She is also a licensed notary 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 individuals—including high-net-worth clients—as well as pension plans, corporations, trusts, and charitable organizations, offering discretionary and non-discretionary portfolio management alongside financial planning and pension consulting services.

Ramsay Ward is a financial advisor at Davenport & Company LLC in Richmond, VA. He holds a Series 66 designation and has been with Davenport since 2025. Prior to joining Davenport, Ward worked at Republic Finance and Next Level Valet Parking. 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 employs dedicated portfolio management teams and oversees multiple mutual funds, providing both fee-based and commission-based account options.