Julian Hillery III is a CFA charterholder with 17 years of industry experience, currently with Davenport & Company LLC in Richmond, VA. He has held roles at Davenport since 2005, with additional experience at Salient Capital Advisors and Integrity Capital. Davenport & Company serves individual and institutional clients such as 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 investment approach includes dedicated portfolio manager teams, an Investment Policy Committee, and a Manager Research team that oversees multiple strategies across separately managed accounts, mutual funds, and ETFs.

Michael Leslie is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at Truist Advisory Services since 2016 and at Truist Investment Services since 2014. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches integrated with affiliated broker-dealer and bank services.

Anthony Brito is a financial advisor at Citigroup Global Markets with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley, J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Axa Equitable Life Insurance Company. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and combines large institutional scale with specialized market roles and commercial arrangements.

Isaac Wright is a financial advisor at J.W. Cole Advisors, Inc. with 18 years of industry experience. He holds the CFP®, ChFC®, and Series 65 designations. Prior to joining J.W. Cole Advisors in 2019, he worked at Global Financial Private Capital, LLC for nine years. Wright is also president of Financial Dynamics & Associates, a firm providing comprehensive financial, investment, and insurance planning, and he leads Wright Advice Consulting, which offers consulting services to financial and insurance professionals. J.W. Cole Advisors operates a large network of independent Investment Adviser Representatives and provides fee-based portfolio management, financial planning, retirement plan services, and access to multiple third-party investment platforms for individuals, high-net-worth clients, and institutional accounts. The firm employs a combination of fundamental and technical analysis along with model and manager-based strategies to implement client solutions.

Jenny Croxton is a Series 66–licensed financial advisor with Truist Advisory Services in Richmond, VA. She has seven years of industry experience, including 16 years at BB&T Securities before joining Truist Advisory Services and Truist Investment Services in 2021. 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 utilizes third-party platforms and AI-enabled research tools to support its investment processes.

Charles Gold is a financial advisor at Truist Advisory Services with Series 63 and Series 65 credentials and 58 years of industry experience. He has worked at Truist Advisory Services since 2021, following a lengthy tenure at Scott & Stringfellow, LLC from 1992 to 2013, and Bb&T Securities, LLC from 2013 to 2021. 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 employs AI-enabled tools to support research and manager selection.

Robert Smith is a financial advisor with Truist Advisory Services in Richmond, VA, holding Series 63 and Series 66 licenses and 25 years of industry experience. His prior roles include positions at Bb&T Securities, LLC and Scott & Stringfellow, Inc. He has worked at Truist Advisory Services and Truist Investment Services since 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and uses AI-enabled research tools and integrated inter-affiliate services in its investment approach.

Sharon Jett is a financial advisor at Davenport & Company LLC with 26 years of industry experience. She has been with Davenport since 1999. Outside of her advisory role, she is a consultant for a skin care and aromatherapy business in Colorado. Davenport serves individual and institutional clients by providing 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 an Investment Policy Committee that oversee various strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Jason Cotton is a CFP® professional with nine years of experience at Valic Financial Advisors. He holds the Series 66 designation and has been with Valic Financial Advisors since 2017. Outside of advisory work, he is a co-owner of 2413 Lincoln Ave, LLC, a real estate rental business, and serves as an agent for Agia providing non-securities insurance products. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers wrap programs, portfolio management, and financial planning services supported by a large network of advisors and utilizes discretionary unified managed accounts with optional overlay services.

Lee Batten is a financial advisor at Focus Partners Wealth, LLC with 16 years of industry experience. He holds a Series 66 designation and has previously worked at The Colony Group, GYL Financial Synergies, and Wells Fargo Advisors. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a variety of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within a tax- and fee-sensitive framework, utilizing fundamental and quantitative analysis along with tools such as trend-following and options overlay strategies.

Matthew Kardos is a financial advisor with Valic Financial Advisors in Richmond, VA. He holds a Series 66 designation and has 11 years of industry experience. Prior to his current role, he has been associated with Agia since 2022 in a non-securities insurance capacity. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving 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 accounts through a large network of advisors, utilizing centralized technology and model solutions to serve a substantial client base.

Kyle Morrissey is a CFP® professional with five years of industry experience, currently serving at Commonwealth Financial Network. His work history includes roles at Potomac Financial Private Client Group, LLC and Commonwealth Financial Network since 2017. Morrissey has also been involved in fixed insurance sales as an additional business activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and their clients. The firm offers a comprehensive adviser-support platform with discretionary and nondiscretionary managed account programs, third-party asset manager access, retirement consulting, and custody services.

Christopher Blair is a financial advisor with Davenport & Company LLC in Richmond, VA, holding Series 63 and Series 65 credentials and having 42 years of industry experience. His work history includes roles at Middleburg Bank since 2005 and at Davenport & Company from 1997 to 2005. Davenport & Company serves individual and institutional clients such as banks, pension plans, trusts, nonprofits, and corporations. The firm offers a range of services including asset management, retail brokerage, public finance, and investment advisory, with an asset management approach organized around portfolio teams, an Investment Policy Committee, and a Manager Research team.

Dana Baker is a financial advisor at Truist Advisory Services with 13 years of industry experience. She holds Series 63 and Series 65 designations and has been with 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 and participants, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by a comprehensive manager selection program and AI-enabled research tools.

Emily La Vay is a financial advisor at Davenport & Company LLC with two years of industry experience. She holds the Series 66 designation and previously worked at Sotheby's and Christie's before joining Davenport. Davenport & Company LLC 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 platform that includes separately managed accounts, mutual funds, and ETF model portfolios.

Ashok Choudhary is a financial advisor at Citigroup Global Markets with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Sterling National Bank and J.P. Morgan Securities. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, custody services, and derivatives and futures trading. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles and arrangements.

Henry Valentine III is a financial advisor at Davenport & Company LLC in Richmond, VA, with 43 years of industry experience. He has been with Davenport & Company since 1981. Valentine serves on the boards of several nonprofit organizations, including the Children's Hospital Foundation and Aylett Country Day School. Davenport & Company provides asset management, retail brokerage, and investment advisory services to individual and institutional clients such as banks, pension plans, trusts, and nonprofits. The firm’s investment approach includes dedicated portfolio teams and a Manager Research group that oversees separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Cheryl Carrington is a CFP®-designated financial advisor with 16 years of industry experience. She is currently with Truist Advisory Services and has previously worked at Wells Fargo Private Bank and Merrill. Outside of her advisory role, she holds ownership interests in two family-affiliated businesses. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm utilizes both discretionary and non-discretionary approaches, supported by third-party platform relationships and AI-enhanced research tools.

Julia Shaffer is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation with three years of industry experience. Prior to joining Davenport in 2023, she worked at Wiss and Company and held various roles outside the financial sector, including positions at Rivermill Bar and Grill and West End Market. Davenport & Company serves individual and institutional clients, offering asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s asset management is organized around portfolio manager teams and research groups that develop strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Donald Reed is a financial advisor with J. W. Cole Advisors, Inc., holding Series 63 and Series 65 licenses and 12 years of industry experience. He has worked at J. W. Cole Advisors since 2019 and has previous experience with Financial Dynamics, Global Financial Private Capital, Royal Alliance Associates, and Sii. Outside of his advisory work, Reed serves as a council member for the Town Council of Crewe, VA, and is on the board of directors for the Virginia Deer Hunters Association. J. W. Cole Advisors is an enterprise-level firm with over 480 advisors, offering fee-based portfolio management, financial planning, retirement plan services, and digital advice to individuals, high-net-worth clients, and institutions. The firm employs a mix of fundamental and technical analysis, model and manager-based strategies, and provides access to multiple third-party investment advisers and custodial platforms.