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.

Brian Ramrup is a financial advisor at Citigroup Global Markets with a Series 66 designation and two years of industry experience. Prior to joining Citigroup, he held roles at Bank of America, Merrill, and earlier at Citigroup. Outside of finance, he owns Glenhead Martial Arts and Fitness and serves on the board of CharitableUSA Karate, where he consults on karate-related activities. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies with oversight committees and provides solutions including separately managed accounts, mutual funds, ETFs, alternative funds, and digital-asset exposure.

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.

Shaun Sims is a financial advisor with Truist Advisory Services and holds Series 63 and Series 66 licenses. He has 27 years of industry experience, including prior roles at SunTrust Advisory Services and SunTrust Securities. Outside of his advisory work, he is a member of LADYBELLA DESIGNS LLC, a custom laser engraving and jewelry business co-managed with his wife. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm’s approach includes asset allocation, fiduciary support, and a manager‑selection program that combines discretionary and non‑discretionary services, supported by advanced research and inter‑affiliate integration.

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.

Gregory Pinkard is a financial advisor with Valic Financial Advisors in Richmond, VA, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Valic Financial Advisors since 1998 and has also worked with Agia since 2022, where he is involved in non-securities insurance products. Valic Financial Advisors, Inc. serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and unified managed account solutions through a large network of investment advisor representatives.

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.

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.

Amy Grieves is a CFP® and ChFC® with 28 years of experience in financial advising. She is currently with OSAIC Institutions, INC. and has held positions at Bank of Southside Virginia, Infinex Investments, Inc., Morgan Stanley Private Bank, Morgan Stanley, and Valic Financial Advisors. OSAIC Institutions, Inc. serves individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, wrap programs, third-party asset manager referrals, and access to alternative investments and lending solutions, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary assets under management.

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.

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.

Brandon Vaughan is a financial advisor with TLG Advisors, Inc. holding Series 63 and Series 66 designations and has four years of industry experience. His prior work includes roles at Waypoint Retirement Advisors, The Leaders Group Inc, Milestone, and Delaware Life Insurance, among others. He also has experience outside the financial sector, including operating a barbecue business from 2016 to 2018. TLG Advisors, Inc. serves a diverse client base that includes individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and institutional investors. The firm focuses on manager selection and monitoring using fundamental analysis and Modern Portfolio Theory, and offers both advisor-managed accounts and a direct-to-consumer digital program, Starlight Portfolios.

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.

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.