Ryan Shumate is a financial advisor at Davenport & Company LLC in Richmond, VA. He holds the Series 66 designation and has six years of industry experience. Prior to joining Davenport & Company in 2019, he worked at Change Healthcare, Inc. for eight years. 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 through multiple investment strategies and specialized teams.

Carol Robbins is a financial advisor with Truist Advisory Services in Richmond, VA. She holds Series 63 and Series 66 licenses and has 32 years of industry experience. Robbins has worked at SunTrust Advisory Services since 2016 and SunTrust Investment Services since 2006. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Bunchan Tom is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Truist Investment Services since 2007 and with Truist Advisory Services 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 with non-discretionary consulting and utilizes third-party platforms and AI-enabled tools to support investment decisions and ongoing due diligence.

Frank Gobble is a financial advisor at Truist Advisory Services in Richmond, VA, holding a Series 66 designation with one year of industry experience. His career includes roles at Truist and BB&T entities dating back to 2014. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary manager relationships and third-party platform arrangements to implement advice.

John Dracos Jr. is a financial advisor with Truist Advisory Services in Richmond, VA, holding Series 63 and Series 66 credentials and having 25 years of industry experience. He has worked at SunTrust Advisory Services since 2012. He serves as a board member of the Estate Planning Council of Richmond, a for-profit organization where professionals share ideas and education related to estate planning. 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 non-discretionary consulting and utilizes third-party platforms and AI-enabled research tools to support its investment advisory processes.

Frederick Mc David is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation and beginning his industry career in 2025. His prior work experience includes roles at Pemberton Eye and academic positions at James Madison University and Old Dominion University. He also has experience with Hoppinfox Farm. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, and nonprofits, offering asset management, retail brokerage, public finance, and investment banking services. The firm’s investment approach includes dedicated portfolio manager teams and an Investment Policy Committee, managing a range of separately managed accounts and mutual funds.

Tammy Kane is a financial advisor with Davenport & Company LLC in Richmond, VA, holding a Series 66 designation. She began her career in the financial industry in 2023, with prior experience at Navy Federal Credit Union, KForce at Washington Gas, and Capital One. Davenport & Company serves individual and institutional clients, offering asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm employs dedicated portfolio manager teams and a Manager Research team to construct and monitor investment strategies across various vehicles, including separately managed accounts and mutual funds.

Robin Slater is a financial advisor with D.A. Davidson & Co. in Richmond, VA, holding Series 63 and Series 65 credentials and five years of industry experience. His prior roles include positions at Marsh McLennan Agency, First Citizens Investor Services, and BB&T. He serves as Committee Chair for the DEI Symposium Planning at the YMCA of Greater Richmond and is Co-Chair of the Finance Committee on the board of Humankind, a nonprofit focused on community support through care, counseling, and education. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm emphasizes fiduciary standards and offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for high-net-worth individuals.

Mark Hovanic is a financial advisor at Oppenheimer with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at JP Morgan Chase Bank, J.P. Morgan Securities, Waddell & Reed, and Wells Fargo Advisors. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

Mary Davis is a CFP® professional with 35 years of industry experience, currently serving at Davenport & Company LLC in Richmond, VA. She has been with Davenport & Company since 1986. 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, and non-profit organizations. The firm offers a broad range of services such as asset management, financial planning, and investment banking through various managed accounts and strategies.

Robert Moyer is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Wealthspire Advisors. He has been with Wealthspire Advisors since 2024 and concurrently works with ACG Advisory Services since 2007. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, offering wealth management, financial planning, and trustee services. The firm employs a relationship-driven, customized investment approach that emphasizes diversified, institutional-style asset allocation and ongoing portfolio due diligence.

Paul Shibley is a financial advisor with Truist Advisory Services, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. He has worked at Truist Advisory Services and Truist Investment Services since 2021 and previously held roles at BB&T Securities, BB&T Bank, and BB&T Investments. He serves on the finance committee of St. Anthony's Church. 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 augmented by AI-enabled equity research.

Harvey Hutchinson IV is a financial advisor at Farther with 34 years of industry experience. He previously worked at World Equity Group for 16 years and led Hutchinson Financial Advisors, Inc. for 28 years. Outside of advising, he is a minority owner of a company producing Bloody Mary mix. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform, offering discretionary investment management, retirement plan consulting, and non-discretionary recommendations for private investment funds. The firm's investment approach is based on Modern Portfolio Theory and uses algorithmic model portfolios with automatic rebalancing.

Audrey Mccray is a CFP®-certified financial advisor with 33 years of industry experience. She has worked at Davenport & Company LLC since 2017, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 supported by dedicated portfolio teams and an Investment Policy Committee.

James Crawley is a financial advisor at Davenport & Company LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Davenport & Company since 1989. Outside of his advisory role, he serves as Vice President and Secretary of the Walter J. Payne Foundation, a Virginia-based charitable foundation, where he provides investment advice. 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, with investment decisions made by dedicated portfolio managers supported by a weekly Investment Policy Committee.

Nicholas Orenduff is a CFP® professional with over 21 years of experience in financial advising. He has been with PlanMember Securities Corporation since 2019 and also operates Orenduff & Associates. His work history includes roles at Voya Financial Advisors and several independent firms. PlanMember Securities Corporation provides retirement-plan advisory services primarily to employers and plan participants, offering asset allocation portfolios and educational support. The firm employs a top-down strategic asset allocation approach across risk-based mutual fund portfolios and delivers comprehensive services including retirement planning and separation counseling.

Christina Horsley is a financial advisor with Eagle Strategies (NY Life) located in Mechanicsville, VA. She holds a Series 66 credential and has 11 years of industry experience. She currently operates under the DBA The Path Financial Strategies LLC, providing investment-related services. Eagle Strategies serves individual and institutional clients through a large network of affiliated investment adviser representatives, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations across multiple program types and manages the majority of its assets on a non-discretionary basis.

Brenda Clarke is a CFP® with 28 years of industry experience, currently serving with Truist Advisory Services since 2021. She previously held roles at Bb&T Securities, LLC and Scott & Stringfellow, LLC. 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 AI-enabled tools to support investment decisions.

Andrew Sanborn is a financial advisor with Eagle Strategies (New York Life) in Glen Allen, VA, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. He has been with Eagle Strategies since 2021 and with New York Life Insurance Company since 2000. Outside of his advisory role, he volunteers as a Cub Scout Pack Leader and serves on the board of Comfort Zone Camp, a bereavement organization. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, defined contribution and defined benefit plans, and charitable and corporate entities. The firm delivers tailored advice through multiple program types and manages the majority of its assets on a non-discretionary basis.

David Powers is a CFP®-designated financial advisor with 10 years of industry experience. He is currently with Truist Advisory Services and Truist Investment Services, having joined in 2019 through their predecessor entities. Prior to that, he worked at BB&T Securities, Davenport & Company LLC, and Armstrong, Fleming & Moore Inc. Powers serves on the Board of Directors for the Maggie L. Walker Governor's School for Government & International Studies Foundation. Truist Advisory Services provides investment consulting and advisory services to individual, corporate, retirement plan, and charitable clients. The firm employs a combination of discretionary and non-discretionary management strategies, supported by AI-enhanced research and a structured manager selection process, with notable integration among its affiliated entities.