Keith Muth is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and four years of industry experience. He has worked with several firms, including Watch Hill Financial, Inc., where he is a co-founder, and Mariner Independent Advisor Network. In addition to advisory services, he provides tax planning and consulting through Muth Financial LLC. Private Advisor Group serves a diverse client base, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm utilizes a range of analytical approaches and partners with multiple custodians and strategists to tailor investment solutions.

Donald Reed is a financial advisor with J. W. Cole Advisors, Inc. in Midlothian, VA, holding Series 63 and Series 65 licenses and with 12 years of industry experience. His prior roles include positions at Financial Dynamics, Global Financial Private Capital, Royal Alliance Associates, and Sii. He serves as a council member for the Town Council of Crewe, VA, and sits on the Board of Directors for the Virginia Deer Hunters Association. J. W. Cole Advisors operates a large network of independent Investment Adviser Representatives and provides fee-based portfolio management, financial planning, retirement plan services, and third-party manager platforms for individuals, high-net-worth clients, and institutional accounts. The firm employs a range of investment strategies, including discretionary and non-discretionary management, fundamental and technical analysis, and integrates digital advice providers and various custodial platforms in client solutions.

Frederick Fram is a CFP® and ChFC® with 37 years of industry experience, currently serving as a financial advisor at Davenport & Company LLC since 2021. He has held prior advisory roles at firms including Cetera Advisor Networks LLC and VSR Advisory Services. In addition to his advisory work, he serves as a FINRA hearing panelist, hearing and voting on regulatory cases involving registered representatives and firms. 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 an Investment Policy Committee.

Ward De Klyn III is a financial advisor with Truist Advisory Services in Richmond, VA, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. His career includes roles at BB&T Securities, SunTrust Advisory Services, and Truist Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, 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 manage client portfolios and fiduciary responsibilities.

John Molster is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Truist Investment Services, SunTrust Bank, BB&T Securities, and Scott & Stringfellow. Molster serves as Chairman of the City of Richmond Economic Development Authority and is a trustee for several nonprofit organizations, including the Police Benevolent Association of Richmond and his church’s endowment committee. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, implementing advice through discretionary and non-discretionary manager relationships supplemented by AI-enabled research tools.

Brian Helms is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 21 years of industry experience. His career includes roles at Truist Advisory Services, Trust Investment Services, and Bb&T Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program, combining discretionary and non-discretionary approaches supported by inter-affiliate integration and AI-enabled research tools.

Edward Brown Jr. is a financial advisor at Davenport & Company LLC in Richmond, VA, holding Series 63 and Series 65 licenses with 47 years of industry experience. He has been with Davenport & Company since 1982. Outside of his advisory role, he is a member of the board of managers at Consutech LLC, a manufacturing business in Richmond. Davenport & Company LLC is a privately held, employee-owned firm that offers investment management and brokerage services to individual and institutional clients. The firm provides a broad range of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, utilizing various investment strategies managed by specialized teams and committees.

Sarah Estes is a financial advisor with Bankers Life Advisory Services, Inc. in Richmond, VA. She holds the Series 66 designation and has one year of experience in the financial services industry. Prior to her current role, she worked in various pharmacy and retail positions and has experience in higher education. Bankers Life Advisory Services, Inc. is an SEC-registered adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored investment strategies aligned with clients’ goals and risk tolerance.

Steven Martin is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Davenport & Company LLC since 2017. Prior to joining Davenport, he worked 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 range of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, with investment decisions guided by dedicated portfolio manager teams and an Investment Policy Committee.

John Vetrovec is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Davenport & Company LLC since 2009. He is based in Richmond, VA. Davenport & Company LLC is a privately held, employee-owned firm providing investment management and brokerage services to individual and institutional clients. The firm employs dedicated portfolio management teams and offers a variety of strategies and financial services, including asset management, retail brokerage, and financial planning.

Marsha Matthews is a financial advisor with Janney Montgomery Scott in Richmond, VA, holding Series 65 and Series 66 licenses and 15 years of industry experience. Her career includes roles at Davenport & Co., LLC and a brief period of unemployment in 2017 before joining Janney, where she has worked since 2017. 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 diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering a broad range of brokerage, financial planning, and advisory services.

Dianne Ballard is a Series 66-licensed financial advisor with seven years of industry experience. She has worked at Davenport & Company LLC since 2017 and previously held a position at Collegiate School from 2010 to 2017. 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 wide range of services, including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, utilizing various investment strategies managed by dedicated portfolio teams and committees.

Kyle Nystrom is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has two years of industry experience. Prior to joining Bankers Life, he worked at First Command Insurance Services and Carvana. He is also appointed as a 1099 agent with Bankers Life and Casualty Company, enabling him to write Medicare Supplement, annuities, life insurance, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolios according to clients’ goals, risk tolerances, and time horizons.

Theresa Manning is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation with 23 years of industry experience. She has been with Davenport & Company since 2013. 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, delivered through various managed accounts, mutual funds, ETFs, and retirement solutions.

Kevin Long is a financial advisor with Valic Financial Advisors in Richmond, VA, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Agia, M&T Bank, PNC Bank, SunTrust Bank, and other employers. Outside of advising, he is an appointed agent for non-securities insurance products and plays music, performing at venues and booking shows. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and consulting services through a large network of advisors. The firm utilizes Envestnet’s platform for unified managed accounts and provides tax-aware and impact/ESG overlay options within a supervisory framework.

Christopher Tripp is a financial advisor with Principal Financial Services, holding Series 65 and Series 63 licenses and five years of industry experience. His prior roles include positions at Eagle Strategies, New York Life Insurance Company, and The Nielsen Company. He is the owner of Tripp's Financial, LLC, a business formed to support administrative functions. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm’s offerings include financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed accounts.

Randall Long Jr. is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and three years of industry experience. He has worked with Valic Financial Advisors since 2022 and also serves as an agent selling non-securities insurance products for AGIA. Outside of finance, he is involved with Sundae's Restaurant/Tastee Freez. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and unified managed accounts through a large network of advisors and relies on technology and model solutions to serve a high client count.

George Smith is a CFA® charterholder with 27 years of industry experience and has been with Davenport & Company LLC since 1997. He holds the Series 63 designation and is based in Richmond, VA. Outside of his advisory role, Smith is involved in managing several family real estate entities. 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, delivered through various account structures and strategies managed by dedicated portfolio teams.

Ashby Price is a CFA charterholder with 15 years of industry experience, currently serving as an advisor at Kestra Advisory since 2016. He has held roles within Kestra Investment Services, LLC since 2014. Price is a board member of the CFA Society Virginia and serves on the board of The Community Tax Law Project. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base that includes institutional and individual investors. The firm offers services such as fiduciary consulting, plan design, and employee education, managing approximately $79.8 billion in assets and serving large institutional clients, including sovereign wealth funds.

Daniel Elliott is a financial advisor at Equity Services, Inc. with 23 years of industry experience. He holds a Series 66 designation and previously worked at SunTrust Advisory Services and SunTrust Investment Services, Inc. He also serves as a notary public. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often utilizing third-party asset managers and model portfolios, with a mix of long-term strategies and options for shorter-term trading.