Bobby Carder is a CFA® charterholder with three years of industry experience, currently serving as a financial advisor at Truist Advisory Services. He previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA, where he spent over two decades. Carder serves as a trustee and finance committee member for the VCU Foundation and is a board member of Caritas, a nonprofit focused on homelessness and addiction in central Virginia. 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 with non-discretionary consulting and uses third-party platforms and research tools to support manager selection and oversight.

Anne Cole is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation with three years of industry experience. She has been with Davenport & Company since 2019 and previously worked for Meijer from 2011 to 2019. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, and nonprofits, providing asset management, brokerage, public finance, and investment advisory services. The firm’s investment approach involves dedicated portfolio manager teams and multiple managed account solutions, as well as serving as adviser to six mutual funds.

Scott Sterrett is a financial advisor with First Citizens Investor Services, Inc. in Richmond, VA. He holds Series 65 and Series 63 licenses and has 10 years of industry experience, including previous roles at LPL Financial LLC, Truist Advisory Services, and Suntrust Advisory Services. He serves on the board of the Hanover Education Foundation, which supports educational programs and partnerships in Hanover County. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses. The firm employs IAR-led financial assessments and a mix of fundamental, quantitative, and technical analysis to manage portfolios using equities, fixed income, mutual funds, and ETFs.

Virginia Pitt is a financial advisor with Davenport & Company LLC in Richmond, VA, holding a Series 66 designation and 22 years of industry experience. She has been with Davenport & Company since 2000. Davenport serves both individual and institutional clients—including banks, pension and profit-sharing 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 employs dedicated portfolio manager teams and combines an affiliated broker-dealer with a full advisory platform to provide various account options and manage several mutual funds and fixed-income strategies.

Hunter Gottwald is a CFP® and holds a Series 66 license, with 12 years of industry experience. He has been with Davenport & Company LLC in Richmond, VA since 2013. Outside of his advisory role, he serves on the Board of Directors for First Tee of Greater Richmond, a nonprofit organization. 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’s asset management is supported by dedicated portfolio manager teams and an Investment Policy Committee, offering a range of strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Ashley D' Alessandro is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation with 10 years of industry experience. She has been with Davenport & Company since 2015. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, estates, nonprofits, and corporations. The firm offers a range of services such as asset management, retail brokerage, fixed income, public finance, and investment banking, with specialized teams managing mutual funds, separately managed accounts, and unified managed accounts.

Stewart Roddey is a financial advisor at Davenport & Company LLC in Richmond, VA, with 23 years of industry experience. He has held his current position at Davenport since 2002. Roddey holds Series 63 and Series 66 licenses. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, estates, nonprofits, and corporations. The firm offers a range of services such as asset management, retail brokerage, fixed income, public finance, and investment banking, with dedicated portfolio management teams and multiple advisory programs.

Michael Flynn Jr. is a financial advisor at Davenport & Company LLC with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Davenport since 2022. Prior to this, he was employed at Thompson Davis & Co., Inc. and Epitome Networks. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, estates, nonprofits, and corporations, offering asset management, brokerage, fixed income, public finance, and investment banking services. The firm’s investment approach includes dedicated portfolio manager teams and diverse strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Susan Timok is a financial advisor at Truist Advisory Services with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Truist Advisory Services and its affiliated entities since 2016, including positions at BB&T Securities and SunTrust Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering services such as asset allocation, fiduciary support, and a manager-selection program implemented through both discretionary and non-discretionary approaches.

Mark Reams is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation with 15 years of industry experience. He has been with Davenport & Company since 2011. Davenport & Company 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 focus on dedicated portfolio teams and a variety of separately managed accounts, mutual funds, and model portfolios.

Venkat Miriyala is a financial advisor at Davenport & Company LLC with two years of industry experience and holds the Series 66 designation. Prior to joining Davenport, he worked at Christopher Newport University for four years. Outside of his advisory role, he spends some time cooking and providing Indian food packed lunches. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, estates, nonprofits, and corporations. The firm offers a range of services such as asset management, retail brokerage, fixed income, public finance, and investment banking, with an asset management approach built around dedicated portfolio manager teams and a comprehensive advisory platform.

Zebediah Becker is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and eight years of industry experience. Prior to his current role, he worked at LPL Financial, LLC and Grant Thornton LLP. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and access to various managed account solutions through a fiduciary-based advisory model.

James Lipscomb Jr. is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 63 designation with 52 years of industry experience. He has been with Davenport in its various forms since 1973. Davenport & Company serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations, providing asset management, retail brokerage, fixed income, public finance, and investment banking advisory services. The firm’s asset management is structured around portfolio manager teams, an Investment Policy Committee, and a Manager Research team, offering a range of strategies through separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Gladys Klevgard is a financial advisor with Truist Advisory Services and holds a Series 66 designation. She has 25 years of industry experience and previously worked at BB&T Securities, LLC before joining Truist in 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, 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 AI-enabled equity research.

Rachel Lilley is a financial advisor with Guardian Life and holds the Series 66 designation. She has one year of industry experience and has worked with firms including LPL Enterprise LLC and MassMutual. Outside of financial advising, she owns and operates Annalise Bridal Boutique. Rachel is associated with Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America. The firm offers brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

Lindsay Payne is a CFP® with nine years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC since 2024. Prior to this, Payne worked at Truist Advisory Services and Truist Investment Services, and spent seven years at BB&T Securities. Payne is a member of the Greater Richmond Stop Child Abuse Now (SCAN) Board of Young Professionals, participating in fundraising and awareness events focused on domestic and child abuse. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services, operating as both an investment adviser and a registered broker-dealer with capabilities in securities transactions, insurance products, and investment banking.

Angelia Shay is a financial advisor with Eagle Strategies (NY Life) in Mechanicsville, VA, holding the ChFC® and Series 63 designations and totaling 32 years of industry experience. She has worked with Eagle Strategies since 2005 and New York Life Insurance Company since 1994, and she operates The Path Financial Strategies, LLC. Outside of her advisory work, she serves on the boards of College Ministries of Virginia and Fearless Ministries, organizations focused on campus ministries and women’s discipleship, respectively. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and advisory services primarily delivered through a non-discretionary asset management model integrated with insurance and annuity products.

Timothy Taylor is a financial advisor at Davenport & Company LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Davenport since 2002. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, nonprofits, and corporations, offering a range of services such as asset management, brokerage, fixed income, and investment banking. The firm’s asset management is structured around portfolio manager teams, an Investment Policy Committee, and a Manager Research team, managing a variety of strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Adam Bergman is a CFA® charterholder with 12 years of industry experience, currently serving as a financial advisor at Davenport & Company LLC since 2022. Prior to this, he worked for Sterling Capital for nine years. Outside of his advisory role, Bergman is involved in recreational sports officiating, including youth baseball and basketball in the Richmond, VA area. 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’s investment approach includes dedicated portfolio manager teams and a Manager Research team that oversees a range of strategies across separately managed accounts, mutual funds, and ETFs.

Spencer Harris is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation with one year of industry experience. Prior to joining Davenport in 2024, he worked at Infinity Global from 2022 to 2024. Davenport & Company serves individual and institutional clients, including 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 asset management approach includes dedicated portfolio manager teams, an Investment Policy Committee, and a Manager Research team overseeing diversified strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.