Joseph Bartholomew III is a financial advisor at Rockefeller Financial LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Truist Advisory Services, Truist Investment Services, and BB&T Securities. Bartholomew serves as a board member for the Longwood University Foundation, a nonprofit organization supporting the university's goals. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, offering wealth management, financial planning, portfolio management, and retirement plan consulting. The firm integrates wealth, trust, and insurance services and provides access to alternative and private investments through a comprehensive advisory platform.

Jacob Scott is a CFP® professional affiliated with Wealthspire Advisors, with eight years of industry experience. His prior roles include positions at ACG Wealth Management, Valic Financial Advisors, Wells Fargo, and LPL Financial. Wealthspire Advisors serves a diverse client base, including individuals, corporations, retirement plans, and nonprofit organizations, offering comprehensive wealth management and financial planning services. The firm employs a relationship-driven, customized investment approach emphasizing diversified, institutional-style asset allocation and ongoing portfolio management.

Robert Gragnani Jr is a financial advisor with Davenport & Company LLC in Richmond, VA, holding a Series 66 license and 18 years of industry experience. He has been with Davenport & Company since 2006. 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 non-profit organizations. The firm offers a broad range of services such as asset management, financial planning, and public finance, supported by dedicated portfolio management teams and specialized committees.

John Barker Jr. is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and seven years of industry experience. He has worked with Bankers Life Securities since 2018 and has been involved with Bankers Life & Casualty since 2001, where he supervises and trains insurance agents. Bankers Life Advisory Services, Inc. provides discretionary and non-discretionary investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis to guide portfolio management.

Richard Blackwell is a financial advisor with Rockefeller Financial LLC in Richmond, VA, holding a Series 66 credential and 21 years of industry experience. His prior roles include positions at Truist Investment Services, SunTrust Bank, and BB&T Securities. He serves on the board of the Scott & Stringfellow Educational Foundation, a nonprofit involved in scholarship awards. Rockefeller Financial LLC serves ultra-high and high-net-worth clients, including families, family offices, charities, corporations, and retirement plans. The firm offers wealth management, financial planning, portfolio management, and retirement plan consulting, integrating trust, insurance, and brokerage services through its Rockefeller Global Family Office platform.

Alison Crowder is a financial advisor at Davenport & Company LLC with six years of industry experience. She holds a Series 65 designation and previously worked at Barrett Capital Management, LLC, and was self-employed for two years. Outside of her advisory role, she manages a wintergreen rental property in Virginia. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, nonprofits, and corporations. The firm offers asset management, brokerage, financial planning, and investment banking services, with investment strategies managed by dedicated teams and an Investment Policy Committee.

Justin Corlett is a financial advisor with Davenport & Company LLC in Richmond, VA, holding a Series 66 designation and with four years of industry experience. He has worked at Davenport & Company since 2021 and previously held positions at The College of William & Mary and Christopher Newport University. 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’s investment advisory division provides separately managed accounts, model delivery, and financial planning through dedicated portfolio manager teams and specialized strategies across various account types.

Marion Kastenbaum is a financial advisor with Davenport & Company LLC, holding a Series 66 designation and 14 years of industry experience. She has been with Davenport since 2014. Outside of her advisory role, she is a co-owner of Traveling Chic Boutique Richmond, a women’s retail clothing and accessories business. 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 through various investment vehicles and tailored strategies.

Connor Sweeney is a financial advisor with Truist Advisory Services who holds a Series 66 designation and has four years of industry experience. His prior work includes roles at Truist Investment Services, State Farm VP Management Corp., and Parkland Securities, LLC. 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 offers asset allocation and investment policy analysis, fiduciary support, and a manager-selection program, implementing advice through discretionary and non-discretionary arrangements supported by third-party platforms and AI-enabled research tools.

Charles Redding is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. He previously worked at Bb&T Securities, LLC for 14 years and at Trust Investment Services, Inc. for one year. 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 and non-discretionary consulting, supported by AI-enabled research tools and extensive inter-affiliate integration to deliver its AMC Advantage manager-selection program and related services.

Elizabeth Calaman is a financial advisor with Truist Advisory Services in Richmond, VA, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. She has been with SunTrust Advisory Services since 2016 and previously worked at Suntrust Investment Services, Inc. since 2006. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering solutions such as asset allocation, fiduciary support, and third-party manager selection through its AMC Advantage program. The firm integrates discretionary and non-discretionary investment approaches and utilizes affiliated broker-dealer and bank services as part of its operating model.

Maureen Gallihugh is a financial advisor with Davenport & Company LLC in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She has been with Davenport & Company since 2001. 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 non-profit organizations. The firm offers a broad range of services, including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, utilizing dedicated portfolio teams and a structured investment oversight process.

Michael Hofmeister is a CFP® with 10 years of industry experience, currently advising at Rockefeller Financial LLC since 2024. He previously worked at Truist Advisory Services and Truist Investment Services from 2021 to 2024, and at BB&T Securities from 2016 to 2024. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, and corporations, offering discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm’s Private Advisor model and consolidated investment platform provide clients with various portfolio solutions across asset classes, supported by an integrated set of affiliated capabilities including trust, insurance, and asset management.

John Lewis is a financial advisor at Rockefeller Financial LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Truist Advisory Services, Truist Investment Services, Inc., and BB&T Securities. Outside of his advisory role, he serves on the boards of The Faison Centers for Excellence and the Massey Cancer Center, and is a member of VA CEOs, a local business organization. Rockefeller Financial LLC provides wealth management and financial planning services to ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans. The firm offers integrated investment solutions through its affiliated trust and insurance entities, third-party managers, and private investment access under the Rockefeller Global Family Office platform.

Samantha Pardee is a financial advisor at Truist Advisory Services with 12 years of industry experience. She holds a Series 66 designation and has held various roles within Truist and its predecessor firms since 2014. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, participant advice, and a manager-selection program implemented through a combination of discretionary and non-discretionary approaches, supported by third-party platform and manager arrangements.

Evan Gilbert is a CFA® charterholder and holds the Series 66 designation with eight years of industry experience. He has been with Davenport & Company LLC since 2017 and worked previously at the Virginia Military Institute. Davenport & Company 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, with asset management structured around dedicated portfolio teams and comprehensive advisory programs.

Matthew Campbell is a financial advisor with Truist Advisory Services, holding a Series 65 credential and bringing 23 years of industry experience. He has worked at Truist Advisory Services since 2021 and has prior experience with Bb&T Securities, LLC and Scott & Stringfellow, Inc. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager relationships alongside AI-enabled tools for research and manager oversight.

Devon Cury is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with Guardian Life Insurance Company and Park Avenue Securities in various roles since 2015. Outside of his advisory duties, Cury serves as president of NeXco National, a networking group. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a blend of proprietary and third-party investment advisory programs.

Catherine Elrod is a financial advisor at Rockefeller Financial LLC with 21 years of industry experience. She holds a Series 66 designation. Her prior roles include positions at Truist Investment Services, Inc., Wells Fargo Advisors, and Wells Fargo Clearing. 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 employs a Private Advisor model and a consolidated investment platform offering discretionary and non-discretionary portfolio management, financial planning, consulting, and brokerage services.

Merrill Cann is a financial advisor at Davenport & Company LLC with 20 years of industry experience. He holds the Series 66 designation and has been with Davenport & Company since 2004. 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 non-profit organizations. The firm offers a broad range of services such as asset management, public finance, investment banking, and financial planning, with investment strategies managed by dedicated portfolio teams and supported by regular committee reviews.