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 Series 63-licensed financial advisor with Davenport & Company LLC in Richmond, VA, where he has worked since 1993. He has 43 years of industry experience and has been associated with Davenport since 1982. Outside of his advisory role, he serves on several local nonprofit boards, including as treasurer of the St. James Episcopal Church Endowment Fund and president of the Virginia Hot Springs Preservation Trust. Davenport & Company LLC serves individual and institutional clients, providing asset management, brokerage, public finance, and advisory services. Its investment approach includes dedicated portfolio manager teams and an Investment Policy Committee that oversees separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Ann Gurkin is a financial advisor with Davenport & Company LLC in Richmond, VA, holding Series 63 and Series 66 designations and 33 years of industry experience. She has been with Davenport & Company since 1999. 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. Davenport & Company serves individual and institutional clients with asset management, retail brokerage, fixed income, public finance, and investment banking services. The firm’s investment approach includes dedicated portfolio manager teams, an Investment Policy Committee, and a Manager Research team that oversees strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Edward Butler is a financial advisor with &PARTNERS, holding a Series 66 designation and 22 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, totaling 15 years at those firms. &PARTNERS serves a diverse client base, including individuals, institutions, and corporations, providing investment management and financial planning services. The firm employs a range of analytical approaches and offers both discretionary and non-discretionary management through proprietary and third-party strategies.

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 17 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at The Leaders Group, Inc., Milestone Financial, Wells Fargo Clearing, Securities America, Inc., and Luken, LLC. Davenport & Company serves individual and institutional clients, offering asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm combines a full advisory platform with an affiliated broker-dealer, managing multiple mutual funds and separately managed accounts through dedicated portfolio teams and research committees.

Joseph Lombard III is a financial advisor with Davenport & Company LLC in Richmond, VA. He holds a Series 66 designation and has 23 years of industry experience, including over two decades with Davenport. Davenport serves individual and institutional clients such as banks, pension and profit-sharing 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, with investment strategies managed by specialized teams and an affiliated broker-dealer platform.

Ricky Lafon is a financial advisor at J. W. Cole Advisors, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J. W. Cole Advisors since 2019. Prior to that, he was with Global Financial Private Capital, LLC for four years and has been involved with Financial Dynamics since 2014, where he provides insurance products as part of client financial plans. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a national network of over 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party investment managers, and multiple managed account solutions with investment decisions implemented on either a discretionary or non-discretionary basis.

Ten Eyck Wellford Jr is a financial advisor with Davenport & Company LLC in Richmond, VA, holding a Series 66 license and 18 years of industry experience. He has been with Davenport since 2006. Outside of his advisory role, he serves on the Outside Advisory Council for DebtBook, participating occasionally in meetings and virtual discussions. 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 services, with an emphasis on dedicated portfolio management teams and a comprehensive suite of advisory programs.

Alex Robinson is a financial advisor with Commonwealth Financial Network in Richmond, VA, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked at various firms including Kestra Advisory Services LLC, Kestra Investment Services LLC, LPL Financial LLC, PCG Public Partnerships, and Cetera Advisors LLC. Outside of advisory activities, he is involved in fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $212.7 billion in client assets. The firm offers a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

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 Series 63 and Series 65 licenses and previously worked at Cetera and Foresters Financial. Parham serves as chairman of the board of directors for Commonwealth CARES in a volunteer capacity. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a variety of programs and advisory services across equity, balanced, and fixed-income portfolios, with a notable portion of its assets managed on a non-discretionary basis.

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.

Robert Rice is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Physical Therapy Solutions, Wood and Iron Gameday Restaurant and Bar, and CapCenter. Outside of finance, he works as a part-time food delivery driver for DoorDash. Davenport & Company serves individual and institutional clients such as banks, pension plans, trusts, and nonprofits, offering asset management, retail brokerage, fixed income, public finance, and investment banking services. The firm manages a range of investment strategies through dedicated portfolio teams and serves as adviser to multiple mutual funds while providing fee-based and commission-based account options.

Matthew Morgan is a CFP® with 10 years of industry experience, currently affiliated with Commonwealth Financial Network and Cornerstone Wealth. His prior experience includes roles at Valmark Securities, Inc. and James River Wealth Advisors. Outside of advising, he is a co-owner of Pine Ridge Retreat, LLC, a business involved in real estate activities. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers a broad range of managed-account programs, third-party asset manager access, and custodial services, supporting both individual and institutional clients.

William Charlet is a Series 66 credentialed advisor with Davenport & Company LLC in Richmond, VA, where he has worked for 21 years. He serves as a board member for Northstar Academy, an educational organization. Davenport & Company LLC provides asset management, brokerage, and advisory services to individual and institutional clients, including banks, pension plans, trusts, nonprofits, and corporations, offering a range of investment management solutions and public finance services.

Ronald Webster is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 27 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Raymond James Financial Services. He is also the owner of Webster Grosso Wealth Management. Steward Partners Investment Advisory, LLC is an enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

Stephen Shewmake is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has worked with Truist Investment Services and BB&T Securities, and is also the owner of Onward Fitness, LLC, a personal training and exercise business. 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 approaches supported by third-party platforms and an integrated Equity Research and Investment Advisory team.

Mark Hodges is a CFP® affiliated with Focus Partners Wealth, LLC and has 11 years of experience with Keiter, Stephens, Hurst, Gary & Shreeves, a Virginia-based public accounting firm where he is employed full-time. His registration with Focus Partners is solely for client referral purposes under a solicitation agreement between the two firms. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies and offers access to private funds, financial planning, and employee benefit consulting.