David Anderson is a CFP® with 33 years of industry experience and has worked at Davenport & Company LLC since 2001. He serves as a volunteer on the finance committee of Williamsburg Christian Academy and is a director on the board of the nonprofit Heart 2 Help. Davenport & Company LLC serves individual and institutional clients, offering asset management, brokerage, fixed income, public finance, and advisory services. The firm combines a full advisory platform with brokerage capabilities and manages multiple mutual funds and separately managed accounts.

Aaron Clark is a CFP® with four years of experience at First Command Advisory Services, where he currently serves as a financial advisor. His background includes service in the United States Air Force from 1989 to 2022 and work as an independent contractor from 2016 to 2021. He holds the Series 66 designation and is based in Williamsburg, VA. First Command Advisory Services is an SEC-registered investment adviser focusing on individuals, corporate, and charitable clients, with a particular emphasis on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs that utilize model portfolios and third-party managers, with investment decisions made by a centralized Investment Management Team and Wealth Portfolio Managers.

Jordan Barnette is a financial advisor at Private Advisor Group, LLC with Series 63 and Series 65 credentials and one year of industry experience. Prior to his current role beginning in 2024, he spent ten years at Coastal Church. He is also involved in tax preparation and accounting through Care Net Peninsula. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with a fiduciary-based advisory model offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions including its proprietary WealthSuite platform.

Katharine Smith is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has been with Citigroup since 2013. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs, along with broker-dealer execution and custody services.

Thomas Ptachick is a CFP® professional with 12 years of industry experience, currently serving at Davenport & Company LLC since 2010. He holds the Series 66 designation and is based in Williamsburg, VA. Outside of his advisory role, he is involved in managing an office building through The Cutler and Ptachick Group. Davenport & Company LLC serves individual and institutional clients, including banks, pension plans, trusts, and nonprofits, offering a range of services such as asset management, brokerage, and investment advisory. The firm emphasizes portfolio management teams and a research-driven approach across various investment strategies and also acts as adviser to multiple mutual funds.

William Ouzts Sr. is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. He has worked at Truist Advisory Services since 2021 and previously spent time at Bb&T Securities, LLC, and Scott & Stringfellow. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and manager selection programs utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Evelyn Eckstrom 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. Her prior work experience includes roles in healthcare and education sectors. Davenport & Company serves individual and institutional clients such as 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, with dedicated portfolio manager teams and a variety of managed account programs.

Timothy Geiling is a financial advisor at Davenport & Company LLC with two years of industry experience. He holds the Series 66 designation and has a background that includes multiple roles at ConMed Corporation prior to joining Davenport. Davenport & Company serves individual and institutional clients, offering asset management, brokerage, fixed income, public finance, and investment banking services. The firm’s investment approach involves dedicated portfolio managers, an Investment Policy Committee, and a Manager Research team that oversee a variety of strategies including separately managed accounts, mutual funds, ETFs, and unified managed accounts.

William Ouzts is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 15 years of industry experience. Prior to joining Truist in 2021, he worked at Bb&T Securities and Scott & Stringfellow. He is also a member of the Hampton Roads Academy Alumni Council, a nonprofit organization focused on alumni engagement. 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 manager relationships along with third-party platforms to support client needs.

William Boyd is a financial advisor at Davenport & Company LLC in Williamsburg, VA, with 32 years of industry experience. He has been with Davenport since 1994 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved in Modelogic, a modeling and acting company, where he participates in commercials during non-business hours. Davenport & Company serves individual and institutional clients, providing asset management, brokerage, fixed income, public finance, and investment banking services. The firm’s advisory platform includes separately managed accounts, model portfolios, and mutual funds, supported by dedicated portfolio teams and research groups.

Stuart Honenberger is a CFP® with 19 years of industry experience, currently affiliated with Commonwealth Financial Network. He is the owner of Cornerstone Wealth, LLC, and has prior experience at firms including Oikonomos, LLC and Raymond James Financial. Honenberger spends a small portion of his time on fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs, technology, and operational support. The firm offers discretionary model portfolios and customizable investment solutions to retail and institutional clients.

Steadman Knight is a financial advisor at Truist Advisory Services with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Truist and its predecessor entities since 2016. 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, supported by third-party platforms and AI-enabled research tools, to deliver its investment solutions.

Sheila Powers is a financial advisor at Truist Advisory Services with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Truist and its affiliated firms since 2010, including Bb&T Securities and Truist Investment Services. 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, plan sponsor fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Sherri Petefish is a financial advisor at Davenport & Company LLC with 24 years of industry experience. She holds the Series 66 designation and has been with Davenport since 2001. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, estates, nonprofits, and corporations, offering asset management, brokerage, fixed income, public finance, and investment banking services. The firm’s asset management approach includes dedicated portfolio manager teams and an Investment Policy Committee, managing a range of strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Sean Allburn is a financial advisor at Davenport & Company LLC in Williamsburg, VA, holding Series 63 and Series 65 designations with 31 years of industry experience. He has been with Davenport & Company since 2002. Davenport & Company serves individual and institutional clients such as banks, pension plans, trusts, estates, nonprofits, and corporations. The firm offers a range of services including asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services, with a focus on separately managed accounts, model delivery, and mutual funds.

Bridget Doane is a financial advisor at Truist Advisory Services with 13 years of industry experience. She holds the Series 66 designation and has worked at Truist Advisory Services and its predecessor firms since 2013. 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 and non-discretionary approaches, supplemented by AI-enabled equity research, and emphasizes inter-affiliate integration across its affiliated entities.

Brian Mccleskey is a CFA® charterholder with 18 years of industry experience. He currently works at Money Concepts Capital Corp and has held roles at Win Advisors, Inc and CAI Group, LLC. Mccleskey also provides asset allocation models as a sub-advisor and consultant for GWN Securities. Money Concepts Advisory Services offers investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs model-driven and asset-allocation strategies, utilizing both proprietary and third-party portfolios, and manages approximately $4.07 billion in client assets through an extensive network of advisors.

Alan Cluverius is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Mariner since 2025. He previously worked at Fisher Investments for seven years and held roles at Minnesota Life Insurance, Virginia Asset Management, and Securian Financial Services. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, with a broad range of strategies spanning equities, fixed income, alternatives, and digital assets.

Arnold Csan Jr. is a financial advisor with First Command Advisory Services in Williamsburg, VA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with First Command Advisory Services since 2015 and also affiliated with First Command Financial Planning, Inc. since 2014. Outside of his advisory role, he serves as Treasurer for the Skimino Landing Estates Owners Association, managing the community's financial records and reporting. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a specific focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, employing a centralized Investment Management Team and Wealth Portfolio Managers to oversee model portfolios and third-party managers.

Sophia O’Neal is a financial advisor at Truist Advisory Services with 23 years of industry experience. She holds a Series 66 designation and has worked with Truist Investment Services since 2004, joining Truist Advisory Services in 2016. 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 manager relationships supported by technology-driven research and inter-affiliate integration.