Benjamin Moore II is a financial advisor with Truist Advisory Services in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked across several Truist-related entities since 2013, including BB&T Securities and SunTrust Advisory Services. Outside of his advisory role, he pursues a hobby of purchasing delinquent Maryland Tax Lien Certificates for passive income. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled equity research and inter-affiliate integration with affiliated broker-dealer and banking services.

Bernice Murff is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has worked with Truist Advisory Services and Truist Investment Services since 2021, and previously at BB&T Securities and Raymond James & Associates. She serves as a finance advisor for the Alpha Gamma Delta Theta Zeta Chapter, a social organization at Randolph-Macon College where she is an alumna. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with consulting services and utilizes third-party platforms and AI-enabled research tools to support investment decisions.

Christopher Stewart is a CFP® professional with 31 years of industry experience, currently serving at Integrity Alliance, LLC. He previously worked at Brokers International Financial Services, LLC and Lincoln Financial Securities Corporation. Stewart is also a notary public and offers life insurance products through Fidelity Insurance Agency of VA. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides asset management, financial planning, and retirement consulting using various portfolio strategies and access to multiple custodial platforms and third-party programs.

Patricia Centeno is a financial advisor at Truist Advisory Services with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. She has been with Truist Advisory Services and Truist Investment Services since 2023. 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, and fiduciary support, utilizing a combination of discretionary and non-discretionary management through third-party platforms and manager arrangements.

Stephanie Bednar is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation with 19 years of industry experience. She has been with Davenport & Company since 2006. Davenport & Company LLC is a privately held, employee-owned firm providing investment management and brokerage services to individual and institutional clients, including banks, pension plans, trusts, and non-profits. The firm offers a variety of services such as 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.

Charles Johnson is a financial advisor at Davenport & Company LLC in Richmond, VA, holding Series 63 and Series 65 licenses with 35 years of industry experience. He has been with Davenport & Company since 1992. Johnson serves as a board member and finance committee member for Agecroft Hall Museum. 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.

Mark Barrett is a financial advisor at Janney Montgomery Scott with nine years of industry experience. He holds the Series 66 designation and has previously worked at Truist Advisory Services, TRUIST Investment Services, BB&T Securities LLC, and the Virginia Chamber of Commerce. Barrett is based in Richmond, VA. Janney Montgomery Scott LLC is a 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 multiple advisory programs.

Brian Robson Jr. is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 credentials and over 39 years of industry experience. He has worked at Orenduff & Associates since 2021 and runs Robson Financial Legacies, LLC, a business focused on insurance and annuities. Robson is also active in the community as a board member of the Richmond Council of the Navy League of the U.S. and serves on the executive committee of the Pine Point Citizens Association. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios while offering educational support and personalized retirement planning.

Lawrence Jackson is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and 38 years of industry experience. His prior work includes positions at Raymond James Financial Services and Wells Fargo Advisors Financial Network. He is also managing partner and owner of Dickerson Jackson and Associates, LLC, an independent investment practice. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment approach combining passive and active managers with quantitative, momentum, and fundamental analysis.

Carrie Sprouse is a financial advisor with Truist Advisory Services in Richmond, VA, holding a Series 66 designation and bringing 19 years of industry experience. Her career includes roles at SunTrust Advisory Services, SunTrust Bank, and BB&T Securities, among others, spanning over a decade in the financial sector. 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, combining discretionary manager relationships with third-party platform arrangements to implement its advice.

Eugene Valentine Jr. is a financial advisor with Davenport & Company LLC in Richmond, VA, holding a Series 63 designation and over 43 years of industry experience. He has been with Davenport & Company since 1993 and has a longer tenure with its affiliated entity dating back to 1982. Outside of his advisory role, he serves on several nonprofit boards, including Venture Richmond and Friends of Hollywood Cemetery, and holds leadership positions such as treasurer of the St. James Episcopal Church Endowment Fund and president of the Virginia Hot Springs Preservation Trust. Davenport & Company LLC is a privately held, employee-owned firm offering investment management and brokerage services to individual and institutional clients. The firm employs dedicated portfolio manager teams supported by an Investment Policy Committee and provides a variety of strategies managed on a discretionary basis, alongside public finance, underwriting, and advisory services.

Ann Gurkin is a financial advisor at Davenport & Company LLC with 32 years of industry experience. She has been with Davenport since 1999 and holds Series 63 and Series 66 designations. Outside of her advisory role, she serves as treasurer and participates on the finance committee for the Peter Paul Development Center, an early childhood education center 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 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 regular committee oversight.

Jeffrey Hassler is a financial advisor at Truist Advisory Services in Richmond, VA. He holds the Series 66 credential and has experience working at Truist Advisory Services and its affiliated firms since 2021, including roles at Truist Wealth, SunTrust Bank, and BB&T. 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 combines discretionary and non-discretionary management strategies, supported by AI-enabled research tools and inter-affiliate integration, including the AMC Advantage manager-selection program.

Thomas Ashbridge V is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Bb&T Securities, LLC, and Scott & Stringfellow, Inc. He serves as a board member of the Clarkes Forge Home Owners Association. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing both discretionary manager relationships and non-discretionary consulting with a focus on inter-affiliate integration and manager selection oversight.

Ann Boyd is a financial advisor at Davenport & Company LLC with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at firms including The Leaders Group, Inc., Milestone Financial, Wells Fargo Clearing, and Securities America. 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 strategies.

Joseph Lombard III is a financial advisor at Davenport & Company LLC with 22 years of industry experience. He holds the Series 66 designation and has been with Davenport since 1999. Davenport & Company LLC is a privately held, employee-owned firm that provides investment management and brokerage services to individual and institutional clients, including banks, pension plans, trusts, non-profits, and corporations. The firm offers a range of services delivered through various managed accounts, mutual funds, ETFs, and retirement solutions, with investment decisions made by dedicated portfolio teams supported by a weekly Investment Policy Committee.

Ten Eyck Wellford Jr is a financial advisor with Davenport & Company LLC in Richmond, VA. He holds a Series 66 designation and has 17 years of industry experience, including over 20 years with Davenport & Company. He serves on the Outside Advisory Council for DebtBook, participating in occasional meetings and discussions. 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 made by dedicated portfolio manager teams supported by a weekly Investment Policy Committee.

Joe Rajendran is a financial advisor with Primerica Advisors in Midlothian, VA, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Guardian Life Insurance, Park Avenue Securities, Financial Growth Partners, and Northwestern Mutual. Outside of finance, he has experience working at Brandermill Country Club and Diageo. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers brokerage and advisory services, financial planning, retirement-plan consulting, and utilizes a range of proprietary and third-party investment strategies across multiple account types.

Tyler Parham is a financial advisor at Oppenheimer with nine years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Cetera and Foresters Financial. Parham serves as chairman of the board of directors for Commonwealth Cares in a volunteer capacity. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a variety of advisory programs including portfolio management, consulting, and financial planning. The firm’s investment approach varies by program and includes strategic and tactical asset allocation, manager selection, and periodic rebalancing.

Daniel Sandiford is a financial advisor with Truist Advisory Services in Richmond, VA, holding Series 63 and Series 65 credentials and possessing 22 years of industry experience. He has been with Truist Advisory Services and Truist Investment Services since 2021, following prior roles at Bb&T Securities and Bb&T Investment Services. Outside of his advisory work, Sandiford is a member of GREATSTONE CAMPS LLC, which operates summer vacation cottages, and serves as a board member for the finance council of St. Patrick’s Catholic Church in Richmond. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations, employing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.