Shane Cason is a CFP® and holds a Series 66 license with 24 years of experience in the financial industry. He has worked at Davenport & Company LLC since 2017, following prior roles at Bank of America and Merrill. Davenport & Company serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations. The firm offers a range of services such as asset management, retail brokerage, public finance, and investment banking, with a portfolio management approach supported by dedicated teams and an Investment Policy Committee.

Bobby Carder is a CFA® charterholder with three years of industry experience, currently serving as a financial advisor at Truist Advisory Services. He previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA, where he spent over two decades. Carder serves as a trustee and finance committee member for the VCU Foundation and is a board member of Caritas, a nonprofit focused on homelessness and addiction in central Virginia. 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 research tools to support manager selection and oversight.

Katherine Schiefelbein is a financial advisor at Janney Montgomery Scott with eight years of industry experience. She holds a Series 66 designation and has previously worked at Truist Advisory Services, Truist Investment Services, and BB&T Securities. 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, offering brokerage, financial planning, consulting, and multiple advisory programs that combine in-house and third-party portfolio management.

Anne Cole is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation with three years of industry experience. She has been with Davenport & Company since 2019 and previously worked for Meijer from 2011 to 2019. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, and nonprofits, providing asset management, brokerage, public finance, and investment advisory services. The firm’s investment approach involves dedicated portfolio manager teams and multiple managed account solutions, as well as serving as adviser to six mutual funds.

Cynthia Marsteller is a financial advisor with &Partners who holds Series 63 and Series 65 credentials and has 40 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. She serves as a trustee and chair of development for the George C. Marshall Foundation. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, and institutions, offering investment management and financial planning through both discretionary and non-discretionary approaches. The firm uses a blend of fundamental, technical, and quantitative analysis alongside proprietary and third-party strategies.

Scott Sterrett is a financial advisor with First Citizens Investor Services, Inc. in Richmond, VA. He holds Series 65 and Series 63 licenses and has 10 years of industry experience, including previous roles at LPL Financial LLC, Truist Advisory Services, and Suntrust Advisory Services. He serves on the board of the Hanover Education Foundation, which supports educational programs and partnerships in Hanover County. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses. The firm employs IAR-led financial assessments and a mix of fundamental, quantitative, and technical analysis to manage portfolios using equities, fixed income, mutual funds, and ETFs.

Virginia Pitt is a financial advisor with Davenport & Company LLC in Richmond, VA, holding a Series 66 designation and 22 years of industry experience. She has been with Davenport & Company since 2000. Davenport serves both individual and institutional clients—including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations—offering a range of services such as asset management, retail brokerage, fixed income, public finance, and investment banking. The firm employs dedicated portfolio manager teams and combines an affiliated broker-dealer with a full advisory platform to provide various account options and manage several mutual funds and fixed-income strategies.

Virginia Bowie is a financial advisor at &Partners with 47 years of industry experience. She holds a Series 63 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing between 2009 and 2025. Outside of her advisory practice, she owns MAE I COOK PRODUCTIONS LLC, a venture focused on encouraging family meal nights through cooking videos. &Partners serves a diverse client base including high-net-worth individuals, institutions, and retirement plans. The firm offers investment management and financial planning services using both proprietary and third-party strategies, employing fundamental, technical, and quantitative analysis within discretionary and non-discretionary frameworks.

Hunter Gottwald is a CFP® and holds a Series 66 license, with 12 years of industry experience. He has been with Davenport & Company LLC in Richmond, VA since 2013. Outside of his advisory role, he serves on the Board of Directors for First Tee of Greater Richmond, a nonprofit organization. Davenport & Company LLC serves individual and institutional clients, providing asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s asset management is supported by dedicated portfolio manager teams and an Investment Policy Committee, offering a range of strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Frank Carpin is a financial advisor at Oppenheimer with 59 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Oppenheimer since 2009. His prior experience includes roles at Stanford Group Company and UBS Financial Services. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of programs and advisory services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary strategies.

Tyler Walters is a financial advisor at Janney Montgomery Scott with 15 years of industry experience. He holds a Series 66 designation and has been with Janney Montgomery Scott since 2010. Janney Montgomery Scott LLC is a large, dually registered 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 sponsors, and municipalities, offering brokerage services, financial planning, and advisory programs through a combination of in-house and third-party portfolio management.

Melissa Garrett is a financial advisor with Janney Montgomery Scott in Richmond, VA. She holds Series 63 and Series 65 licenses and has 14 years of industry experience, including over a decade with Janney Montgomery Scott. Janney Montgomery Scott LLC 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—including individuals, families, trusts, estates, and institutional clients—and offers brokerage, financial planning, and advisory services supported by a mix of in-house and third-party portfolio management.

Ashley D' Alessandro is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation with 10 years of industry experience. She has been with Davenport & Company since 2015. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, estates, nonprofits, and corporations. The firm offers a range of services such as asset management, retail brokerage, fixed income, public finance, and investment banking, with specialized teams managing mutual funds, separately managed accounts, and unified managed accounts.

Stewart Roddey is a financial advisor at Davenport & Company LLC in Richmond, VA, with 23 years of industry experience. He has held his current position at Davenport since 2002. Roddey holds Series 63 and Series 66 licenses. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, estates, nonprofits, and corporations. The firm offers a range of services such as asset management, retail brokerage, fixed income, public finance, and investment banking, with dedicated portfolio management teams and multiple advisory programs.

Michael Flynn Jr. is a financial advisor at Davenport & Company LLC with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Davenport since 2022. Prior to this, he was employed at Thompson Davis & Co., Inc. and Epitome Networks. 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 investment approach includes dedicated portfolio manager teams and diverse strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Susan Timok is a financial advisor at Truist Advisory Services with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Truist Advisory Services and its affiliated entities since 2016, including positions at BB&T Securities and SunTrust Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering services such as asset allocation, fiduciary support, and a manager-selection program implemented through both discretionary and non-discretionary approaches.

Shaun Sims is a financial advisor with Truist Advisory Services and holds Series 63 and Series 66 licenses. He has 27 years of industry experience, including prior roles at SunTrust Advisory Services and SunTrust Securities. Outside of his advisory work, he is a member of LADYBELLA DESIGNS LLC, a custom laser engraving and jewelry business co-managed with his wife. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm’s approach includes asset allocation, fiduciary support, and a manager‑selection program that combines discretionary and non‑discretionary services, supported by advanced research and inter‑affiliate integration.

James Martin is a financial advisor with Eagle Strategies (NY Life) holding the ChFC® and Series 63 credentials and has five years of industry experience. He has worked with several related firms including NYLIFE Securities LLC and New York Life Insurance Co., and he owns Country & Lake Life Financial Strategies, LLC. Martin serves as president of the SML Rotary Club, which supports nonprofit activities in Bedford and Franklin County, VA, and he is a board member of the BNI Smith Mountain Lake networking group. Eagle Strategies provides financial planning, investment management, and retirement plan advisory services to individual, institutional, charitable, and corporate clients. The firm offers a range of advisory programs, emphasizing tailored solutions and fiduciary responsibilities, with the majority of its assets managed on a non-discretionary basis.

Mark Reams is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation with 15 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, with a focus on dedicated portfolio teams and a variety of separately managed accounts, mutual funds, and model portfolios.

Gregory Pinkard is a financial advisor with Valic Financial Advisors in Richmond, VA, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Valic Financial Advisors since 1998 and has also worked with Agia since 2022, where he is involved in non-securities insurance products. Valic Financial Advisors, Inc. serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and unified managed account solutions through a large network of investment advisor representatives.