Rhonda Dickson is a financial advisor with Truist Advisory Services based in Richmond, VA, holding Series 63 and Series 65 credentials and possessing 29 years of industry experience. She has worked at SunTrust Advisory Services since 2016 and has been with SunTrust Investment Services since 2008. Outside of her advisory role, she teaches line dancing at a local community center, owns and operates a dance studio and event space, serves on the board of a nonprofit organization focused on hunger relief, and assists with the management of a family contracting 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 AI-enabled research tools.

Kevin Bennett is a CFA® charterholder with 18 years of industry experience. He has been with Davenport & Company LLC since 2016. Davenport & Company serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations, offering a range of asset management, 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 various strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Kevin Hopkins is a financial advisor at Davenport & Company LLC in Richmond, VA, with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Davenport since 2019, following three years at Wells Fargo. Davenport serves individual and institutional clients, providing asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s investment approach includes dedicated portfolio manager teams and a comprehensive research process supporting separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Scott Viera is a financial advisor with Valic Financial Advisors in Richmond, VA, holding a Series 66 designation and 13 years of industry experience. He has worked at Valic Financial Advisors since 2013 and at Agia since 2022, alongside a prior role at Federated Insurance dating back to 2008. Valic Financial Advisors primarily serves U.S. individual clients, including high net worth and ultra-high net worth individuals, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors and utilizes discretionary unified managed accounts with model portfolios and optional tax-aware and ESG overlay services.

Lianne Recchia is a financial advisor at Davenport & Company LLC with nine years of industry experience. She holds a Series 66 designation and has been with Davenport since 2016. Recchia serves on the finance committee of Girls on the Run Greater Richmond. Davenport & Company serves individual and institutional clients, offering a range of services including asset management, retail brokerage, fixed income, public finance, and investment banking. The firm’s asset management is organized around portfolio manager teams, an Investment Policy Committee, and a Manager Research team, providing separately managed accounts, model portfolios, and advisory programs.

Jeffrey Graves is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has held roles at related Ameritas entities since 2017, with prior experience at MML Investors Services and Mass Mutual. Outside of his advisory work, he owns CAPITAL FINANCIAL PROPERTY & CASUALTY LLC, a property and casualty insurance brokerage. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services through a combination of model portfolios, third-party sub-advisers, and customized strategies.

Courtney Rogers is a financial advisor at Davenport & Company LLC with 32 years of industry experience. She has been with Davenport since 1998 and holds Series 63 and Series 65 licenses. Outside of her advisory role, she serves as secretary and treasurer for a local hunt club and as treasurer for the University of Alabama Alumni Richmond Chapter. 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 investment strategies and financial services supported by dedicated portfolio manager teams and regular committee oversight.

Viet Bac Nguyen is a Series 66 licensed advisor at Truist Advisory Services with 15 years of industry experience. He has worked at Truist Advisory Services and its predecessor entities since 2013 and previously spent a year at Long and Foster. Outside of his advisory role, Nguyen works as a driver for Uber. 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 and non-discretionary consulting, utilizing third-party platforms and AI-enabled research tools to support its AMC Advantage manager-selection program.

Lisa Miranda is a Series 66-licensed financial advisor with TIAA-CREF in Richmond, VA, where she has worked since 2014. She has 19 years of industry experience. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with pre-existing retirement plan relationships. The firm offers a separation between one-time planning services and ongoing portfolio management through model or customized portfolios under a fiduciary standard.

Joel Meeks is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and 21 years of industry experience. He has been with Janney since 2015. Outside of his advisory work, he has managed the Colonial Shooting Academy for over a decade. Janney Montgomery Scott LLC is a large 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 and retirement plan sponsors, and municipal clients—and offers brokerage services, financial planning, consulting, and multiple advisory programs.

James Branch Jr. is a financial advisor at Davenport & Company LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Davenport since 1989. Branch serves as a board member of the Cabell Foundation, a mental health organization for children, and participates on its investment committee. 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 an Investment Policy Committee.

Tabitha Watson is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and possessing 30 years of industry experience. She previously worked at Sterne Agee in various capacities from 2011 to 2022 before joining Truist in 2022. Outside of her advisory role, she is a 50% partner in a property renovation and flipping business. 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 and non-discretionary manager relationships, supported by AI-enabled research tools and inter-affiliate integration with Truist Investment Services and Truist Bank.

Elizabeth Pollard is a CFP® professional with 27 years of industry experience, currently serving at Davenport & Company LLC since 2006. She has roles outside of finance as an agility judge for the American Kennel Club and as president of the Central Virginia Agility Club, where she leads the board and organizes dog agility events. Davenport & Company LLC is a privately held, employee-owned firm providing investment management and brokerage services to individual and institutional clients, offering a range of strategies managed by dedicated portfolio teams and supported by specialized committees.

William Sharp is a financial advisor at Davenport & Company LLC with 19 years of industry experience. He holds a Series 66 designation and has worked previously at Truist Investment Services, Inc. and Clearview Correspondent Services. Sharp has been with Davenport since 2021. 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 nonprofit organizations. The firm offers a broad range of services through various investment strategies and maintains dedicated teams and committees to manage and review client portfolios.

Carroll Cooper is a CFP® professional with seven years of industry experience. He currently works at Mercer Global Advisors Inc. and previously held roles at Morgan Stanley Private Bank and Morgan Stanley. Carroll serves on the boards of the Patrick Henry School of Science and Arts, the Firehouse Theater, and Junior Achievement of Central Virginia. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and offers a range of investment solutions alongside financial and retirement planning.

Julian Hillery III is a CFA® charterholder with 17 years of industry experience, currently serving as a financial advisor at Davenport & Company LLC since 2014. He holds Series 66 and Series 63 licenses and is based in Richmond, VA. Davenport & Company serves individual and institutional clients with a range of services including asset management, retail brokerage, fixed income, public finance, and investment banking and advisory. The firm employs dedicated portfolio manager teams and research groups to manage separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Robert Grizzard is a financial advisor at Davenport & Company LLC in Richmond, VA, holding Series 63 and Series 65 designations with 29 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation and OSAIC, among other firms. In addition to his advisory role, Grizzard is involved in offering various insurance products, including health, disability, and annuities. Davenport & Company serves individual and institutional clients with a range of services including asset management, retail brokerage, fixed income, public finance, and investment banking. The firm’s investment advisory division provides separately managed accounts, model portfolios, and financial planning, supported by dedicated portfolio manager teams and a manager research group.

Jenny Croxton is a Series 66 licensed advisor with Truist Advisory Services in Richmond, VA, with six years of industry experience. She has been with Truist Advisory Services and Truist Investment Services since 2021 and previously worked at BB&T Securities since 2005. 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 uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to deliver its investment programs.

Charles Gold is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 designations and bringing 57 years of industry experience. His career includes roles at Truist Advisory Services since 2021 and prior experience with Bb&T Securities, LLC from 2013 to 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, utilizing third-party platforms and AI-enabled research tools to support its investment approach.

Robert Smith is a financial advisor with Truist Advisory Services in Richmond, VA, holding Series 63 and Series 66 licenses and 25 years of industry experience. His prior roles include positions at Bb&T Securities, LLC and Scott & Stringfellow, Inc. He has worked at Truist Advisory Services and Truist Investment Services since 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and uses AI-enabled research tools and integrated inter-affiliate services in its investment approach.