Douglas Burford is a financial advisor at TLG Advisors, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Fidelity Investments, Truist Securities, and Scott & Stringfellow. Burford is also engaged as a Retirement Consultant with Lincoln Financial. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary assets, serving individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management, financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, utilizing fundamental analysis and Modern Portfolio Theory in its investment approach.

Bryan Cram is a financial advisor with Truist Advisory Services in Richmond, VA, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. His career includes extensive tenure at firms affiliated with Truist, including SunTrust and BB&T, as well as nearly 25 years at Scott & Stringfellow, Inc. 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 employs a combination of discretionary and non-discretionary manager relationships, supported by third-party platforms and AI-enabled research tools, to deliver its AMC Advantage manager-selection program and other investment solutions.

Alice Winters is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and 21 years of industry experience. Her prior roles include positions at Raymond James Financial Services and Wells Fargo Advisors. She is also a licensed notary in Midlothian, VA. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals—including high-net-worth clients—as well as pension plans, corporations, trusts, and charitable organizations, offering discretionary and non-discretionary portfolio management alongside financial planning and pension consulting services.

Ramsay Ward is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation. He has been with Davenport since 2025 and has prior experience working in various roles outside of the financial industry, including positions at Next Level Valet Parking, Republic Finance, Target, and Maggiano's Little Italy. Davenport & Company serves individual and institutional clients with a range of asset management, brokerage, and advisory services. The firm’s investment approach includes dedicated portfolio manager teams and an Investment Policy Committee that oversee strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Joseph Thompson is a CFP®-certified financial advisor at Davenport & Company LLC with 11 years of industry experience. He has been with Davenport since 2017 and previously worked at Verus Financial Partners. 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 services. The firm utilizes dedicated portfolio manager teams, an Investment Policy Committee, and a Manager Research team to manage a range of strategies, including separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Alice Kennedy is a financial advisor at Truist Advisory Services with 12 years of industry experience. She holds the CFP® and Series 66 designations. Prior to her current role at Truist Advisory Services since 2021, she worked at Bb&T Securities, LLC and Bb&T Bank from 2014 to 2021. Outside of her advisory work, she serves as the Executive Board Vice President of the Richmond Ballet. 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 implemented through a blend of discretionary and non-discretionary arrangements.

Ted Cox is a financial advisor with RBC Rochdale, LLC in Richmond, VA, holding the Series 66 designation and has 25 years of industry experience. He has been affiliated with Rochdale Investment Management Inc. and Rim Securities LLC since 2001. Outside of his advisory role, Cox serves as a board member for Breakthrough Collaborative, an organization focused on secondary education, and is also a board member at Reveille United Methodist Church. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and charitable organizations. The firm employs a multi-strategy investment approach that integrates quantitative and fundamental analysis, utilizing proprietary tools and working with sub-advisors to create tailored portfolios across various asset classes.

Evan Lankford is a CFA® charterholder with nine years of industry experience. He is currently with Truist Advisory Services, where he has worked since 2022, and has prior experience at Charles Schwab, BDC Capital Management, Raymond James Financial Services, 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 offers asset allocation and investment policy analysis, plan sponsor fiduciary support, participant advice, and a manager-selection program that combines discretionary and non-discretionary approaches with third-party platform and manager arrangements.

Michael Beall is a CFA® charterholder with 46 years of experience at Davenport & Company LLC in Richmond, VA, where he has worked since 1980. He serves as chairman of the board for Good Samaritan Ministries, a faith-based substance abuse rehabilitation program. Additionally, he holds trustee and finance committee chair positions at the American Numismatic Society and contributes to Coinweek.com’s content on ancient coins. Davenport & Company LLC serves individual and institutional clients, providing asset management, brokerage, public finance, and advisory services. The firm manages portfolios through dedicated teams, offers a range of investment products including mutual funds and ETFs, and combines advisory and broker-dealer platforms as an employee-owned company with a history dating back to 1863.

William Morris is a financial advisor at Davenport & Company LLC with a Series 66 designation and two years of industry experience. His prior roles include positions at Patrick K. Moore, PC and Mobiledumps, LLC. He has also worked at Virginia Polytechnic Institute and State University and been associated with YogaDirect.Com. Davenport & Company serves individual and institutional clients such as banks, pension and profit-sharing plans, trusts, nonprofits, and corporations. The firm offers asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services.

Denis Porter is a financial advisor at First Command Advisory Services with five years of industry experience and holds a Series 66 designation. He has a background that includes service in the United States Army Reserves since 2013, where he serves as an Executive Officer overseeing operational, administrative, and logistical tasks. His prior experience also includes roles at First Command Brokerage and Insurance Services, as well as operating a kayak tour business. First Command Advisory Services, Inc. is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

John Westfall is a CFP® credentialed financial advisor with Davenport & Company LLC in Richmond, VA, bringing two years of industry experience. His background includes multiple roles at the University of the South and Truist Foundations and Endowments Group. Davenport & Company LLC serves individual and institutional clients, offering a range of services including asset management, financial planning, and investment advisory programs. The firm’s asset management approach involves dedicated portfolio teams, an Investment Policy Committee, and a Manager Research team, and it acts as adviser to six mutual funds while providing both advisory and brokerage services.

Gilbert Earle IV is a financial advisor with Truist Advisory Services in Richmond, VA, holding Series 63 and Series 66 credentials and 21 years of industry experience. Prior to joining Truist Advisory Services and Truist Investment Services in 2022, he worked for First Clearing, Llc for 12 years. 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 utilizing a mix of discretionary and non‑discretionary approaches supported by third‑party platforms and AI-enabled research tools.

Marion Pitts is a financial advisor with Truist Advisory Services in Richmond, VA, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. Her prior roles include positions at SunTrust Advisory Services, BB&T Securities, and RBC Wealth Management. She serves as a board member for the Westhampton United Methodist Church Day School. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, 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 manager selection and ongoing due diligence.

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 Series 66-licensed financial advisor at Truist Advisory Services with 10 years of industry experience. He previously worked at RBC Capital Markets LLC for nine years before joining Truist in 2023. 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 AI-enabled research tools and inter-affiliate resources, to deliver its AMC Advantage manager-selection program and other investment services.