Marion Pitts is a financial advisor with Truist Advisory Services in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Her prior experience includes roles at SunTrust Advisory Services, BB&T Securities, SunTrust Bank, and RBC Wealth Management. She serves as a board member for the Westhampton United Methodist Church Day School, which provides early childhood and elementary after-school care. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration.

Christian Strahan is a financial advisor at Valic Financial Advisors in Richmond, VA, holding a Series 66 designation with one year of industry experience. He is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm provides portfolio management, financial planning, and consulting services through a large network of advisors and utilizes discretionary unified managed accounts with tax-aware and ESG overlay options.

Irving Chapman IV is a CFA® charterholder with over 30 years of experience at Davenport & Company LLC, where he has worked since 1995. He is based in Richmond, VA, and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves on the Board of Trustees for the Medical College of Virginia Foundation, where he assists with policy formulation, fiduciary oversight, and endowment management. Davenport & Company serves individual and institutional clients with a range of services including asset management, retail brokerage, fixed income, and investment banking. The firm organizes its asset management through dedicated portfolio teams and research, offering strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Holly Crockett is a financial advisor at Davenport & Company LLC with 39 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Davenport since 2015. 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 through a dedicated team structure and a variety of managed account programs.

Kevin Buenvenida is a CFP® professional with 18 years of industry experience. He is currently with J. W. Cole Advisors, Inc., where he has worked since 2019. His prior experience includes roles at TD Ameritrade and Morgan Stanley. J. W. Cole Advisors operates through a large network of independent advisers and offers fee-based portfolio management, financial planning, retirement plan services, and access to third-party manager platforms for individuals, high-net-worth clients, and institutional accounts.

Andrew Hargroves is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation with 12 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 through a team-based approach and manages multiple mutual funds and separately managed account strategies.

Patrick Murdock is a financial advisor with Truist Advisory Services in Richmond, VA. He holds a Series 66 designation and has 11 years of industry experience. Prior to joining Truist Advisory Services and Truist Investment Services in 2023, he worked at RBC Capital Markets LLC for nine years. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to deliver its AMC Advantage manager-selection program.

Ryan Blankenship is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation with 11 years of industry experience. He has been with Davenport since 2014. Davenport 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 is organized around portfolio manager teams, an Investment Policy Committee, and a Manager Research team, overseeing various strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

David Lee is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and 12 years of industry experience. His prior roles include positions at HSBC Securities, JP Morgan Chase, Bank of America/Merrill Lynch, LPL Financial, and M&T Bank Corporation. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs along with broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains in-house research, security-pricing, and market roles that differentiate it from peers.

Julie Apple is a financial advisor with Davenport & Company LLC in Richmond, VA, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. She has been with Davenport & Company since 2004. 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 an investment approach organized around portfolio manager teams, an Investment Policy Committee, and a Manager Research team.

Mary Katherine Luu is a financial advisor at Janney Montgomery Scott with 26 years of industry experience. She holds the Series 66 designation and has been with Janney since 2015. Prior to Janney, she worked at Morgan Stanley and its affiliated entities from 2001 to 2015. 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, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Timothy Reyes is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation with six years of industry experience. He worked at Sterling Capital for ten years before joining Davenport in 2023. Davenport & Company serves individual and institutional clients with a range of services including asset management, retail brokerage, fixed income, public finance, and investment banking. The firm employs dedicated portfolio manager teams and a Manager Research team to oversee strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Vincent Moore is a financial advisor with Truist Advisory Services in Richmond, VA, holding Series 63 and Series 66 designations and bringing 15 years of industry experience. He has worked at SunTrust Advisory Services since 2016 and SunTrust Investment Services since 2008. Outside of his advisory role, he plays bass guitar in a country music band called the Morgan Linsey Band. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, offering services such as asset allocation, fiduciary support, and a manager-selection program. The firm integrates discretionary and non-discretionary management solutions supported by AI-enabled research and maintains a distinctive inter-affiliate operating structure.

Lily Silva is a financial advisor at Davenport & Company LLC with four years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at LPL Financial and Vaught, Spangler, and Associates Financial Services. Davenport & Company serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations, offering asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s asset management includes dedicated portfolio manager teams and multiple investment strategies, and it acts as adviser to six Davenport mutual funds.

Debra Pollock is a CFP® with 18 years of industry experience, currently serving at Truist Advisory Services. She has been with SunTrust Advisory Services since 2016 and has worked at various SunTrust entities since 2012. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager arrangements and leveraging third-party platforms and AI-enhanced research tools.

Brandon Covey is a financial advisor with Truist Advisory Services in Richmond, VA, holding a Series 66 designation and over 20 years of industry experience. He has worked with Truist and its predecessor firms since 2011. Outside of his advisory role, Brandon is a member of a two-person acoustic band. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, participant advice, and a manager-selection program that combines discretionary and non-discretionary approaches supported by AI-enabled research tools and extensive inter-affiliate integration.

Michael Coggeshall is a financial advisor at Davenport & Company LLC in Richmond, VA. He holds a Series 66 designation and has been with Davenport since 2026. His prior experience includes roles at Octagon, ESL Facelt Group, and Augusta National Golf Club. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, and nonprofits, providing asset management, brokerage, fixed income, public finance, and investment banking services. The firm’s advisory platform includes separately managed accounts, model delivery, and financial planning, supported by dedicated portfolio teams and a manager research group.

Clark Halladay Jr. is a CFA® charterholder with three years of industry experience, currently serving as a financial advisor at Davenport & Company LLC in Richmond, VA. His prior work includes roles at Thompson, Siegel & Walmsley LLC and Markel Corporation. Davenport & Company LLC provides asset management, retail brokerage, fixed income, public finance, and investment banking services to individual and institutional clients, including banks, pension plans, trusts, and nonprofits. The firm’s advisory services feature separately managed accounts, model delivery, financial planning, and mutual fund management, supported by dedicated portfolio teams and research resources.

George Rapp is a financial advisor with Valic Financial Advisors in Richmond, VA, holding Series 63 and Series 65 designations and possessing 26 years of industry experience. He has been with Valic Financial Advisors since 2000 and has also held a role at Agia since 2022. Outside of his advisory work, he is involved with non-securities insurance products through his position at Agia. Valic Financial Advisors 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 wrap programs, utilizing a large network of advisors and a technology-driven investment platform.

Synovia Bell is a financial advisor with Truist Advisory Services and holds Series 63 and Series 65 licenses. She has two years of industry experience and has previously worked with the University of South Carolina and BrightHouse Financial. Bell is the founder of ROCSA, an organization that assists small businesses in Washington DC with fundraising efforts. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary and non-discretionary approaches supported by third-party platforms and emphasizes inter-affiliate integration across its brokerage and banking divisions.