Lisa Braden is a financial advisor at &Partners with 28 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing, WELLS FARGO Advisors, LLC, and First Clearing. Outside of her advisory work, she is involved in a rental property business in Wilmington, NC, which she co-owns with her spouse. &Partners serves a diverse client base that includes individuals, institutions, retirement plans, and charitable organizations. The firm offers a range of investment management, financial and tax planning, and consulting services, utilizing both proprietary and third-party strategies with ongoing monitoring and account reviews.

Carey Heywood is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He has been with SunTrust Advisory Services since 2016 and SunTrust Investment Services, Inc. since 2007. Outside of his advisory work, he is a self-published novelist. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, and fiduciary support, implementing advice through both discretionary and non-discretionary manager relationships supported by third-party platforms and an AI-enabled equity research team.

James Whelen III is a financial advisor with Davenport & Company LLC in Richmond, VA, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. He has been with Davenport & Company since 2006. Davenport & Company serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations, offering asset management, brokerage, fixed income, public finance, and investment banking services. The firm’s investment advisory division provides separately managed accounts, model delivery to third-party platforms, and financial planning through a team-based approach to portfolio management.

Denise Merinar is a financial advisor at Truist Advisory Services in Richmond, VA, with 26 years of industry experience. She holds Series 63 and Series 66 licenses. Merinar's career includes long tenures at Scott & Stringfellow, Inc. and Bb&T Securities, LLC, before joining Truist and its affiliated entities in 2019. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate 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, supported by third-party platforms and AI-enabled research.

John Wolf is a financial advisor at Truist Advisory Services with six years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, Merrill, and Richmond Public Schools. Outside of advising, he is co-owner of a developing golf company focused on creating and selling golf products and hosting events in Virginia. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, combining discretionary and non-discretionary approaches supported by AI-enabled research and inter-affiliate integration.

William Hershey is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 credential and with 20 years of industry experience. He has been with Davenport since 1998. Outside of his advisory role, Hershey serves on the boards of The Maxwelton and Lachlan Foundation, which provides scholarships, and Northstar Academy, where he contributes to strategic guidance. Davenport & Company LLC serves individual and institutional clients with a range of services including asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm employs dedicated portfolio manager teams and an Investment Policy Committee to oversee its investment strategies, and it offers various advisory programs and mutual funds.

Jovan Coker is a financial advisor with Eagle Strategies (NY Life) in Richmond, VA, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has worked with New York Life entities since 2013 and operates Jovial Financial, LLC, which brokers non-registered insurance products. Outside of advisory roles, Coker runs Car Care Detailers, a business he has owned since 2008. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services primarily through non-discretionary accounts. The firm integrates insurance and annuity products within its advisory offerings and tailors solutions to client objectives and plan sponsor requirements.

Trevor Adams is a financial advisor at Rockefeller Financial LLC with 11 years of industry experience. He holds the Series 66 designation and previously worked at Truist Advisory Services and BB&T Securities. He serves as treasurer for the Western Henrico Chapter of Ducks Unlimited, a nonprofit focused on wetland conservation. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm combines a Private Advisor model with a consolidated investment platform, offering a range of portfolio management and consulting services alongside broker-dealer capabilities and alternative investment placements.

William Cleland is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Davenport & Company LLC since 2005. He holds the Series 66 designation and is based in Richmond, VA. Davenport & Company LLC serves individual and institutional clients, including banks, pension and profit-sharing 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/advisory services, with investment strategies managed by specialized teams and an Investment Policy Committee.

Kofi Thompson is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and having six years of industry experience. Prior to joining Hornor, Townsend & Kent in 2023, he worked with Northwestern Mutual in various roles from 2019 to 2023. He also owns Zion Capital Management LLC, a life insurance brokerage focused on soliciting sales of life, disability, health, and long-term care insurance, as well as providing investment advisory and comprehensive planning services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement consulting. The firm offers both discretionary and non-discretionary account options and operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer.

James Trivette Jr. is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and 32 years of industry experience. His career includes roles at Truist Investment Services, Bb&T Securities, and Scott & Stringfellow. 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 uses third-party platforms and AI-enabled tools to support its manager selection and investment oversight processes.

Christine Feldpausch is a financial advisor with Truist Advisory Services and holds a Series 66 designation. She has 21 years of industry experience and has been with Truist Advisory Services since 2016, having also worked at Truist Investment Services since 2013. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a range of services including asset allocation analysis, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Ashley Davis is a financial advisor at Truist Advisory Services with 14 years of industry experience. She holds a Series 66 designation and has worked at Truist and its predecessor firms since 2015. Outside of her advisory role, she creates family vlogs on her YouTube channel, The AO Life. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm combines discretionary and non-discretionary investment management and emphasizes inter-affiliate integration within its broader enterprise.

Kevin Boll Jr. is a financial advisor at Davenport & Company LLC in Richmond, VA, with 28 years of industry experience. He holds the Series 66 designation and has been with Davenport since 1997. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, and nonprofits, offering asset management, brokerage, public finance, and advisory services. The firm’s investment approach involves dedicated portfolio manager teams and manager research to support separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Spencer Rife is an advisor at Truist Advisory Services with Series 65 and Series 63 credentials and one year of industry experience. Prior to joining Truist, he held various roles in education and fitness from 2015 to 2025. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary manager relationships and consulting supported by AI-enabled research and inter-affiliate integration within the Truist enterprise.

Justin Charnock is a financial advisor at Davenport & Company LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing and Wells Fargo Bank prior to joining Davenport in 2022. Davenport & Company LLC serves individual and institutional clients, including banks, pension plans, trusts, nonprofits, and corporations, providing asset management, brokerage, and advisory services. The firm’s investment approach includes dedicated portfolio management teams, an Investment Policy Committee, and a Manager Research team that oversees strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Tara Archer is a financial advisor with Truist Advisory Services, holding a Series 66 designation and with 14 years of industry experience. Her career includes roles at BB&T Securities and Truist Investment Services, reflecting continuity through the firms’ transitions. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and a manager-selection program implemented through both discretionary and non-discretionary arrangements.

Travers Cliborne is a financial advisor at Truist Advisory Services with 14 years of industry experience. He holds a Series 65 designation and has worked at Truist Advisory Services since 2021. His prior roles include positions at Truist Bank and BB&T, spanning over a decade. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a range of solutions including asset allocation analysis, fiduciary support, and manager-selection programs, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

David Henderson is a Series 66-licensed financial advisor at Davenport & Company LLC in Richmond, VA, with 22 years of industry experience. He has been with Davenport since 2000. 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.

Melissa Rooney is a financial advisor at Janney Montgomery Scott with a Series 66 designation and approximately one year of experience in the industry. Her prior roles include positions at Capital One and The Bright Side Coaching LLC. She has also worked in marketing and brand management at various firms before entering the financial advisory field. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing about $110 billion in client assets. The firm serves individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and advisory programs with a combination of in-house and third-party portfolio management.