Tammy Kane is a financial advisor with Davenport & Company LLC in Richmond, VA, holding a Series 66 designation. She began her career in the financial industry in 2023, with prior experience at Navy Federal Credit Union, KForce at Washington Gas, and Capital One. Davenport & Company serves individual and institutional clients, offering asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm employs dedicated portfolio manager teams and a Manager Research team to construct and monitor investment strategies across various vehicles, including separately managed accounts and mutual funds.

Robin Slater is a financial advisor with D.A. Davidson & Co. in Richmond, VA, holding Series 63 and Series 65 credentials and five years of industry experience. His prior roles include positions at Marsh McLennan Agency, First Citizens Investor Services, and BB&T. He serves as Committee Chair for the DEI Symposium Planning at the YMCA of Greater Richmond and is Co-Chair of the Finance Committee on the board of Humankind, a nonprofit focused on community support through care, counseling, and education. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm emphasizes fiduciary standards and offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for high-net-worth individuals.

Mary Davis is a CFP® professional with 35 years of industry experience, currently serving at Davenport & Company LLC in Richmond, VA. She has been with Davenport & Company since 1986. 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 such as asset management, financial planning, and investment banking through various managed accounts and strategies.

Robert Moyer is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Wealthspire Advisors. He has been with Wealthspire Advisors since 2024 and concurrently works with ACG Advisory Services since 2007. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, offering wealth management, financial planning, and trustee services. The firm employs a relationship-driven, customized investment approach that emphasizes diversified, institutional-style asset allocation and ongoing portfolio due diligence.

Paul Shibley is a financial advisor with Truist Advisory Services, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. He has worked at Truist Advisory Services and Truist Investment Services since 2021 and previously held roles at BB&T Securities, BB&T Bank, and BB&T Investments. He serves on the finance committee of St. Anthony's Church. 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 augmented by AI-enabled equity research.

Audrey Mccray is a CFP®-certified financial advisor with 33 years of industry experience. She has worked at Davenport & Company LLC since 2017, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 supported by dedicated portfolio teams and an Investment Policy Committee.

James Crawley is a financial advisor at Davenport & Company LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Davenport & Company since 1989. Outside of his advisory role, he serves as Vice President and Secretary of the Walter J. Payne Foundation, a Virginia-based charitable foundation, where he provides investment advice. 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 managers supported by a weekly Investment Policy Committee.

Brenda Clarke is a CFP® with 28 years of industry experience, currently serving with Truist Advisory Services since 2021. She previously held roles at Bb&T Securities, LLC and Scott & Stringfellow, LLC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and uses third-party platforms and AI-enabled tools to support investment decisions.

David Powers is a CFP®-designated financial advisor with 10 years of industry experience. He is currently with Truist Advisory Services and Truist Investment Services, having joined in 2019 through their predecessor entities. Prior to that, he worked at BB&T Securities, Davenport & Company LLC, and Armstrong, Fleming & Moore Inc. Powers serves on the Board of Directors for the Maggie L. Walker Governor's School for Government & International Studies Foundation. Truist Advisory Services provides investment consulting and advisory services to individual, corporate, retirement plan, and charitable clients. The firm employs a combination of discretionary and non-discretionary management strategies, supported by AI-enhanced research and a structured manager selection process, with notable integration among its affiliated entities.

Rhonda Dickson is a financial advisor with Truist Advisory Services based in Richmond, VA, holding Series 63 and Series 65 credentials and possessing 29 years of industry experience. She has worked at SunTrust Advisory Services since 2016 and has been with SunTrust Investment Services since 2008. Outside of her advisory role, she teaches line dancing at a local community center, owns and operates a dance studio and event space, serves on the board of a nonprofit organization focused on hunger relief, and assists with the management of a family contracting 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 AI-enabled research tools.

Kevin Bennett is a CFA® charterholder with 18 years of industry experience. He has been with Davenport & Company LLC since 2016. Davenport & Company serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations, offering a range of asset management, brokerage, fixed income, public finance, and investment banking services. The firm’s investment approach includes dedicated portfolio manager teams, an Investment Policy Committee, and a Manager Research team that oversees various strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Kevin Hopkins is a financial advisor at Davenport & Company LLC in Richmond, VA, with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Davenport since 2019, following three years at Wells Fargo. Davenport serves individual and institutional clients, 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 a comprehensive research process supporting separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Sean Setina is an advisor at Truist Advisory Services with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with SunTrust and its related entities since 2013. Outside of his advisory work, he is a co-owner of a rental property inherited from his family. 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 offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary approaches with third-party platform arrangements.

Scott Viera is a financial advisor with Valic Financial Advisors in Richmond, VA, holding a Series 66 designation and 13 years of industry experience. He has worked at Valic Financial Advisors since 2013 and at Agia since 2022, alongside a prior role at Federated Insurance dating back to 2008. Valic Financial Advisors primarily serves U.S. individual clients, including high net worth and ultra-high net worth individuals, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors and utilizes discretionary unified managed accounts with model portfolios and optional tax-aware and ESG overlay services.

Lianne Recchia is a financial advisor at Davenport & Company LLC with nine years of industry experience. She holds a Series 66 designation and has been with Davenport since 2016. Recchia serves on the finance committee of Girls on the Run Greater Richmond. Davenport & Company serves individual and institutional clients, offering a range of services including asset management, retail brokerage, fixed income, public finance, and investment banking. The firm’s asset management is organized around portfolio manager teams, an Investment Policy Committee, and a Manager Research team, providing separately managed accounts, model portfolios, and advisory programs.

Courtney Rogers is a financial advisor at Davenport & Company LLC with 32 years of industry experience. She has been with Davenport since 1998 and holds Series 63 and Series 65 licenses. Outside of her advisory role, she serves as secretary and treasurer for a local hunt club and as treasurer for the University of Alabama Alumni Richmond Chapter. 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 variety of investment strategies and financial services supported by dedicated portfolio manager teams and regular committee oversight.

Viet Bac Nguyen is a Series 66 licensed advisor at Truist Advisory Services with 15 years of industry experience. He has worked at Truist Advisory Services and its predecessor entities since 2013 and previously spent a year at Long and Foster. Outside of his advisory role, Nguyen works as a driver for Uber. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, utilizing third-party platforms and AI-enabled research tools to support its AMC Advantage manager-selection program.

Joel Meeks is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and 21 years of industry experience. He has been with Janney since 2015. Outside of his advisory work, he has managed the Colonial Shooting Academy for over a decade. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients—including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients—and offers brokerage services, financial planning, consulting, and multiple advisory programs.

James Branch Jr. is a financial advisor at Davenport & Company LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Davenport since 1989. Branch serves as a board member of the Cabell Foundation, a mental health organization for children, and participates on its investment committee. 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 an Investment Policy Committee.

Tabitha Watson is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and possessing 30 years of industry experience. She previously worked at Sterne Agee in various capacities from 2011 to 2022 before joining Truist in 2022. Outside of her advisory role, she is a 50% partner in a property renovation and flipping business. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary manager relationships, supported by AI-enabled research tools and inter-affiliate integration with Truist Investment Services and Truist Bank.