Susan Timok is a financial advisor with Truist Advisory Services and holds Series 63 and Series 65 licenses. She has 20 years of industry experience, having worked at Truist Investment Services, SunTrust Investment Services, BB&T Securities, Capital Brokerage Corporation, and Genworth Financial. 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 manager selection programs, utilizing a combination of discretionary and non-discretionary strategies supported by third-party platforms and AI-enabled research tools.

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 with Davenport & Company LLC in Richmond, VA, holding a Series 66 designation and 14 years of industry experience. He has been with Davenport & Company since 2011. Davenport & Company LLC is a privately held, employee-owned firm providing investment management and brokerage services to individual and institutional clients, including banks, pension plans, trusts, and corporations. The firm offers a broad range of services such as asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, with investment decisions made by portfolio manager teams supported by an Investment Policy Committee.

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 one year of industry experience. He holds the Series 66 designation and previously worked at Christopher Newport University and in education. Outside of his advisory role, he prepares Indian food packed lunches in his personal time. 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 managed accounts and investment strategies.

James Lipscomb Jr. is a financial advisor with Davenport & Company LLC in Richmond, VA, holding a Series 63 designation and over 52 years of industry experience. He has been with Davenport & Company and its related entities since 1973. Davenport & Company LLC is a privately held, employee-owned firm that provides investment management and brokerage services to a diverse client base, including individuals, institutions, and non-profit organizations. The firm offers a broad range of services such as asset management, retail brokerage, public finance, investment banking, and financial planning, with investment decisions supported by dedicated portfolio manager teams and various specialized committees.

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.

Lindsay Payne is a financial advisor at Rockefeller Financial LLC with eight years of industry experience. She holds the CFP® and Series 66 designations and previously worked at Truist Advisory Services, Truist Investment Services, and BB&T Securities. Payne serves as a Board of Young Professionals member for Greater Richmond Stop Child Abuse Now (SCAN), an organization focused on raising funds and awareness for domestic and child abuse. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans. The firm provides wealth management, financial planning, portfolio management, and retirement plan consulting, delivering integrated services through affiliated trust and insurance entities as well as brokerage and placement capabilities.

Timothy Taylor is a financial advisor with Davenport & Company LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Davenport & Company since 2002. 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, with investment decisions made by dedicated portfolio manager teams supported by an Investment Policy Committee.

Adam Bergman is a CFA® charterholder with 11 years of industry experience. He is currently with Davenport & Company LLC, where he has worked since 2022, following nine years at Sterling Capital. Outside of his advisory role, Bergman is involved in recreational sports officiating, serving as an umpire and referee for youth and scholastic baseball and basketball in the Virginia area. Davenport & Company LLC is a privately held, employee-owned firm providing 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, with investment decisions made by dedicated portfolio manager teams supported by an Investment Policy Committee.

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, he worked at Infinity Global from 2022 to 2024 and has held various roles including at Axxor, N.A. and Danville Distributing Company. Davenport serves individual and institutional clients, offering asset management, brokerage, fixed income, public finance, and investment banking services. The firm’s investment approach includes dedicated portfolio teams and an Investment Policy Committee that manages separately managed accounts, mutual funds, ETFs, and unified managed accounts.

James Whelen III is a financial advisor at Davenport & Company LLC in Richmond, VA, with 33 years of industry experience. He has been with Davenport & Company since 2006 and holds Series 63 and Series 66 designations. Davenport & Company 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, with investment decisions supported by dedicated portfolio manager teams and multiple specialized committees.

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.

Nicole Gooding is a CFP® with 15 years of experience, currently serving as a financial advisor at Janney Montgomery Scott. She has been with Janney continuously since 2014. Gooding is a board member at large for the Financial Planning Association of Central Virginia and serves on the advisory board for the financial planning program at Virginia Commonwealth University. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Lauren Clark is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 credentials and 16 years of industry experience. She worked at Davenport & Co. LLC for nine years before joining Janney Montgomery Scott in 2017. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, and institutional clients, providing brokerage services, financial planning, consulting, and multiple advisory programs.

William Hershey is a financial advisor with Davenport & Company LLC in Richmond, VA, holding a Series 66 designation and 19 years of industry experience. He has been with Davenport & Company since 1998. Outside of his advisory role, he serves on the boards of The Maxwelton and Lachlan Foundation, a scholarship-providing nonprofit, and Northstar Academy, where he contributes to strategic guidance. Davenport & Company LLC is a privately held, employee-owned firm offering investment management and brokerage services to individual and institutional clients. The firm provides a range of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, with investment decisions made by dedicated portfolio manager teams supported by regular committee oversight.

Trevor Adams is a financial advisor at Rockefeller Financial LLC with 11 years of industry experience. He holds a Series 66 designation and previously worked at Truist Advisory Services and BB&T Securities. Adams serves as treasurer for the Western Henrico Chapter of Ducks Unlimited, a nonprofit focused on wetland conservation. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities and access to alternative and private investments.

William Cleland is a CFP® and Series 66-licensed financial advisor at Davenport & Company LLC in Richmond, VA, with 19 years of industry experience. He has been with Davenport & Company since 2005. 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 range of services such as asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, utilizing dedicated portfolio manager teams and various discretionary investment strategies.

Kofi Thompson is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 65 and Series 63 licenses and six years of industry experience. He has worked at firms including Northwestern Mutual and Penn Mutual Life Insurance Company. In addition to his advisory role, he operates a life insurance brokerage focused on life, disability, health, and long-term care insurance. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering financial planning, advisory programs, and retirement plan consulting. The firm provides both advisory and broker-dealer services with a range of discretionary and non-discretionary account options.