Harry Byrd IV is a financial advisor at Truist Advisory Services with 24 years of industry experience. He holds a Series 66 designation and has worked at Truist Advisory Services since 2021, after previously serving at Bb&T Securities and Scott & Stringfellow. Outside of his advisory work, Byrd serves as a board member for Winchester Cold Storage and as treasurer for the Virginia Capitol Foundation. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager relationships supported by third-party platforms and AI-enabled research tools.

Carl Modecki Jr. is a financial advisor with Truist Advisory Services in Richmond, VA, holding Series 63 and Series 65 licenses and 17 years of industry experience. His career includes roles at CitiGroup Global Markets, Wells Fargo, First Citizens Investor Services, and Texas Mid-Atlantic LLC. He also serves as Chair of the Henrico County Republican Committee. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, implementing advice through a combination of discretionary and non-discretionary manager relationships supported by AI-enabled research tools and inter-affiliate resources.

Richard Crittenden Jr. is a financial advisor with Janney Montgomery Scott in Richmond, VA, holding Series 63 and Series 65 licenses and 42 years of industry experience. He has been with Janney Montgomery Scott since 2009. 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, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, consulting, and advisory services through a combination of in-house and third-party portfolio management.

Jeremy Kuhlen is a CFP® and holds a Series 65 license with 22 years of industry experience. He has been with The Colony Group LLC since 2015. He is based in Richmond, VA. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies along with various distinct investment offerings.

Shane Cason is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Davenport & Company LLC since 2017. His prior experience includes roles at Bank of America, N.A. and Merrill. 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, financial planning, and public finance, with investment decisions made by dedicated portfolio manager teams supported by 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 with two years of industry experience. She holds a Series 66 designation and has been with Davenport since 2019. Prior to her current role, she worked at Meijer from 2011 to 2019. 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 variety of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, delivered through multiple investment vehicles and managed by dedicated portfolio teams.

Cynthia Marsteller is a financial advisor at &PARTNERS with Series 63 and Series 65 credentials and 40 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Marsteller serves as a trustee and chair of development at the George C. Marshall Foundation and participates on the investment committee for St. Mary’s Episcopal Church. &PARTNERS serves a diverse range of clients including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers investment advisory and brokerage services using a combination of proprietary models and third-party solutions, employing fundamental, technical, and quantitative analysis in portfolio construction.

Virginia Pitt is a financial advisor at Davenport & Company LLC with 22 years of industry experience. She holds a Series 66 designation and has been with Davenport & Company since 2000. 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, supported by dedicated portfolio management teams and regular committee oversight.

Virginia Bowie is a financial advisor at &PARTNERS with 47 years of industry experience. She previously worked at Wells Fargo Advisors and Wells Fargo Clearing for a combined total of 16 years. Outside of her advisory work, she owns MAE I COOK PRODUCTIONS LLC, a venture focused on promoting family meal nights through cooking videos. &PARTNERS serves a diverse clientele, including individuals, retirement plans, charitable organizations, foundations, and sovereign wealth funds. The firm provides both investment advisory and brokerage services, utilizing a combination of proprietary models and third-party managers across discretionary and non-discretionary portfolio management.

Hunter Gottwald is a CFP® and holds a Series 66 license with 11 years of industry experience. He has been with Davenport & Company LLC in Richmond, VA since 2013. Gottwald serves on the Board of Directors for the nonprofit First Tee of Greater Richmond. 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, public finance, and financial planning, with investment decisions managed by dedicated portfolio teams and supported by regular committee oversight.

Frank Carpin is a financial advisor at Oppenheimer with 59 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2009. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides advisory and brokerage services with an emphasis on strategic asset allocation, manager selection, and a mix of discretionary and non-discretionary investment management programs.

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 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, with investment decisions made by dedicated portfolio manager teams supported by an Investment Policy Committee.

Stewart Roddey is a financial advisor with Davenport & Company LLC in Richmond, VA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Davenport & Company since 2002. 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 through various investment vehicles and tailored strategies.

Michael Flynn Jr. is a financial advisor at Davenport & Company LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Thompson Davis & Co., Inc. and Epitome Networks. 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 through various investment vehicles and tailored strategies.

Susan Timok is a financial advisor with Truist Advisory Services and holds Series 63 and Series 65 licenses. She has 20 years of industry experience, having worked at Truist Investment Services, SunTrust Investment Services, BB&T Securities, Capital Brokerage Corporation, and Genworth Financial. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and manager selection programs, utilizing a combination of discretionary and non-discretionary strategies supported by third-party platforms and AI-enabled research tools.

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.