Mark Barrett is a financial advisor at Janney Montgomery Scott with nine years of industry experience. He holds the Series 66 designation and has previously worked at Truist Advisory Services, TRUIST Investment Services, BB&T Securities LLC, and the Virginia Chamber of Commerce. Barrett is based in Richmond, VA. Janney Montgomery Scott LLC is a 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 charitable organizations, offering brokerage, financial planning, consulting, and multiple advisory programs.

Carrie Sprouse is a financial advisor with Truist Advisory Services in Richmond, VA, holding a Series 66 designation and bringing 19 years of industry experience. Her career includes roles at SunTrust Advisory Services, SunTrust Bank, and BB&T Securities, among others, spanning over a decade in the financial sector. 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, fiduciary support, and a manager-selection program, combining discretionary manager relationships with third-party platform arrangements to implement its advice.

Eugene Valentine Jr. is a financial advisor with Davenport & Company LLC in Richmond, VA, holding a Series 63 designation and over 43 years of industry experience. He has been with Davenport & Company since 1993 and has a longer tenure with its affiliated entity dating back to 1982. Outside of his advisory role, he serves on several nonprofit boards, including Venture Richmond and Friends of Hollywood Cemetery, and holds leadership positions such as treasurer of the St. James Episcopal Church Endowment Fund and president of the Virginia Hot Springs Preservation Trust. Davenport & Company LLC is a privately held, employee-owned firm offering investment management and brokerage services to individual and institutional clients. The firm employs dedicated portfolio manager teams supported by an Investment Policy Committee and provides a variety of strategies managed on a discretionary basis, alongside public finance, underwriting, and advisory services.

Ann Gurkin is a financial advisor at Davenport & Company LLC with 32 years of industry experience. She has been with Davenport since 1999 and holds Series 63 and Series 66 designations. Outside of her advisory role, she serves as treasurer and participates on the finance committee for the Peter Paul Development Center, an early childhood education center in Richmond, VA. 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, with investment decisions made by dedicated portfolio manager teams supported by regular committee oversight.

Edward Butler is a financial advisor at &PARTNERS with 22 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. &PARTNERS serves a diverse client base, including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers investment advisory and brokerage services, financial planning, and retirement plan consulting, utilizing a combination of proprietary models and third-party manager solutions across discretionary and non-discretionary portfolio management.

Jeffrey Hassler is a financial advisor at Truist Advisory Services in Richmond, VA. He holds the Series 66 credential and has experience working at Truist Advisory Services and its affiliated firms since 2021, including roles at Truist Wealth, SunTrust Bank, and BB&T. 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 and non-discretionary management strategies, supported by AI-enabled research tools and inter-affiliate integration, including the AMC Advantage manager-selection program.

Thomas Ashbridge V is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Bb&T Securities, LLC, and Scott & Stringfellow, Inc. He serves as a board member of the Clarkes Forge Home Owners Association. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing both discretionary manager relationships and non-discretionary consulting with a focus on inter-affiliate integration and manager selection oversight.

Ann Boyd is a financial advisor at Davenport & Company LLC with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at firms including The Leaders Group, Inc., Milestone Financial, Wells Fargo Clearing, and Securities America. 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 through various investment vehicles and strategies.

Joseph Lombard III is a financial advisor at Davenport & Company LLC with 22 years of industry experience. He holds the Series 66 designation and has been with Davenport since 1999. 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, non-profits, and corporations. The firm offers a range of services delivered through various managed accounts, mutual funds, ETFs, and retirement solutions, with investment decisions made by dedicated portfolio teams supported by a weekly Investment Policy Committee.

Ricky Lafon is a financial advisor at J. W. Cole Advisors, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J. W. Cole Advisors since 2019. Prior to that, he was with Global Financial Private Capital, LLC for four years and has been involved with Financial Dynamics since 2014, where he provides insurance products as part of client financial plans. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a national network of over 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party investment managers, and multiple managed account solutions with investment decisions implemented on either a discretionary or non-discretionary basis.

Ten Eyck Wellford Jr is a financial advisor with Davenport & Company LLC in Richmond, VA. He holds a Series 66 designation and has 17 years of industry experience, including over 20 years with Davenport & Company. He serves on the Outside Advisory Council for DebtBook, participating in occasional meetings and discussions. 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 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 a weekly Investment Policy Committee.

Alex Robinson is a financial advisor with Commonwealth Financial Network based in Richmond, VA. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. Prior to joining Commonwealth in 2021, he worked at LPL Financial, PCG Public Partnerships, and Cetera Advisors LLC. Robinson is also involved in fixed insurance sales as a secondary business activity. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including investment management, compliance, and technology services, allowing advisors to offer personalized portfolio solutions under Commonwealth’s supervision.

Daniel Sandiford is a financial advisor with Truist Advisory Services in Richmond, VA, holding Series 63 and Series 65 credentials and possessing 22 years of industry experience. He has been with Truist Advisory Services and Truist Investment Services since 2021, following prior roles at Bb&T Securities and Bb&T Investment Services. Outside of his advisory work, Sandiford is a member of GREATSTONE CAMPS LLC, which operates summer vacation cottages, and serves as a board member for the finance council of St. Patrick’s Catholic Church in Richmond. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations, employing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Robert Rice is a financial advisor at Davenport & Company LLC with two years of industry experience. He holds a Series 66 designation and has worked in various roles outside finance, including food delivery with DoorDash. Davenport & Company serves individual and institutional clients by offering asset management, retail brokerage, fixed income, public finance, and investment banking services. The firm provides a range of advisory programs through dedicated portfolio teams and manages several mutual funds and fixed-income strategies.

Kimberly Cimburke is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has worked with SunTrust Advisory Services since 2016 and with SunTrust Securities since 2003. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, 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 investment solutions.

William Charlet is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 credential with 20 years of industry experience. He has been with Davenport & Company since 2005. Outside of his advisory role, he serves as a board member of Northstar Academy, an educational organization. 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 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 an Investment Policy Committee.

Ronald Webster is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 27 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Raymond James Financial Services. He is also the owner of Webster Grosso Wealth Management. Steward Partners Investment Advisory, LLC is an enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

Stephen Shewmake is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has worked with Truist Investment Services and BB&T Securities, and is also the owner of Onward Fitness, LLC, a personal training and exercise business. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and an integrated Equity Research and Investment Advisory team.

Tiffany Mccoy is a financial advisor at Davenport & Company LLC with seven years of industry experience. She holds a Series 66 designation and has been with Davenport since 2007. Outside of her advisory work, she owns Xtremely Kreative, LLC, a business focused on making and selling crafts, and is authoring a financial literacy book for teens through her business Money Smart with Tiffany, LLC. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, estates, nonprofits, and corporations, offering a range of services such as asset management, retail brokerage, fixed income, public finance, and investment banking. The firm’s advisory division provides separately managed accounts, model delivery, financial planning, and other programs, supported by dedicated portfolio management teams and a Manager Research team.

Daphne Martin is a financial advisor at Davenport & Company LLC with five years of industry experience. She holds a Series 66 designation and has been with Davenport since 2020. Prior to her current role, she spent 14 years with Junior Achievement of Central Virginia. 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, utilizing various strategies and portfolio management teams.