Stephanie Wiseman is a financial advisor at Janney Montgomery Scott with 15 years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at Merrill from 2008 to 2022 before joining Janney in 2022. Outside of her advisory role, she owns Blackwater Crafting Co., a small business specializing in custom crafted and upcycled items. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets and serves a diverse clientele including individuals, families, trusts, corporate sponsors, and municipal clients. The firm offers a range of brokerage, financial planning, and advisory services through in-house and third-party portfolio management across multiple programs.

Edin Terzimehic is a financial advisor at Davenport & Company LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Davenport since 2008, following a prior role at Wachovia Securities LLC. Terzimehic serves on the Board of Directors and Finance Committee for the Visual Arts Center of Richmond, a nonprofit organization focused on community engagement through arts programs. 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 investment strategies and financial services supported by dedicated portfolio teams and committees, serving clients including banks, pension plans, trusts, and nonprofit organizations.

Kristina Palangi is a CFP®, ChFC®, and Series 66-registered advisor with 18 years of industry experience. She is currently with Davenport & Company LLC and has previously worked at Truist Advisory Services, Truist Investment Services, BB&T Securities, Bank of America, and Merrill. Outside of her advisory role, she serves on the finance and strategic planning committees of the Lakeside Park Country Club 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 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.

David Jennings is a financial advisor with Janney Montgomery Scott in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He worked at Merrill from 1996 to 2017 before joining Janney Montgomery Scott in 2017. Jennings serves as a board member on the risk and development committees of St Michaels Episcopal School in Richmond. Janney Montgomery Scott 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 and offers brokerage services, financial planning, consulting, and multiple advisory programs supported by centralized portfolio management and in-house custody and trustee capabilities.

Ross Hasek is a financial advisor at Mercer Global Advisors Inc. in Richmond, VA, holding a Series 65 credential with two years of industry experience. He has been with Mercer Global Advisors since 2018, including roles spanning from 2018 to the present and prior to that at Virginia Tech. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, using a variety of portfolio management solutions and emphasizing tax management and multi-factor tilts.

Amanda Whately is a financial advisor with D.A. Davidson & Co. in Midlothian, VA, holding Series 63 and Series 65 licenses and having 17 years of industry experience. Her prior roles include positions at SunTrust Advisory Services, BB&T Securities, and Minnesota Life Insurance Company. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm offers comprehensive financial planning, ERISA retirement plan advisory, and a private wealth program for clients with over $20 million in net worth, operating under fiduciary standards and using both qualitative and quantitative analysis in its investment approach.

Herbert Hargroves Jr is a financial advisor at Davenport & Company LLC in Richmond, VA, with seven years of industry experience. He holds the Series 66 designation and has been with Davenport since 2012. 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 through various account types and investment strategies.

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. He holds a Series 66 designation and has been with Davenport since 2025. Prior to joining Davenport, Ward worked at Republic Finance and Next Level Valet Parking. 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 employs dedicated portfolio management teams and oversees multiple mutual funds, providing both fee-based and commission-based account options.

Joseph Thompson is a Certified Financial Planner® with 11 years of industry experience. He has worked at Davenport & Company LLC since 2017 and was previously with Verus Financial Partners. Davenport & Company LLC serves individual and institutional clients, offering asset management, brokerage, fixed income, public finance, and investment banking services. The firm’s asset management includes separately managed accounts, model portfolios, and mutual funds, supported by dedicated portfolio teams and research staff.

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.

Evan Lankford is a CFA® charterholder with eight years of industry experience. He is currently with Truist Advisory Services and has worked previously 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 charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary management and employing AI-enabled tools and inter-affiliate resources.

Michael Beall is a CFA® charterholder with 45 years of industry experience, currently serving at Davenport & Company LLC in Richmond, VA since 1980. He holds Series 63 and Series 65 licenses and has been involved in various outside activities including serving as Chairman of the Board for Good Samaritan Ministries, a faith-based substance abuse rehabilitation program, and participating as a trustee and finance committee chair for the American Numismatic Society. Additionally, he contributes content and connections to Coinweek.com, an online coin collecting magazine. 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 supported by dedicated portfolio teams and a weekly Investment Policy Committee.

William Morris is a financial advisor at Davenport & Company LLC with two years of industry experience. He holds a Series 66 designation and previously worked at Patrick K. Moore, PC. Outside of finance, he has experience with entrepreneurial ventures including YogaDirect.Com and Mobiledumps, LLC. Davenport & Company LLC is an 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 through various investment vehicles and tailored strategies.

John Westfall is a CFP® with two years of industry experience, currently serving as a financial advisor at Davenport & Company LLC in Richmond, VA. Prior to joining Davenport, he held multiple roles at the University of the South: Sewanee and briefly worked with Truist Foundations and Endowments Group. Davenport & Company LLC serves individual and institutional clients, offering asset management, brokerage, and advisory services. The firm employs a team-based investment approach and manages various strategies across separately managed accounts, mutual funds, and ETFs.

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 at Truist Advisory Services with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Suntrust Advisory Services, BB&T Securities, and RBC Wealth Management. Outside of her advisory role, she serves as a board member for the Westhampton United Methodist Church Day School in Richmond, VA. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, and a manager-selection program that combines discretionary management and consulting through third-party platforms.

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.