Bunchan Tom is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. He has been with Truist Investment Services since 2007 and Truist Advisory Services since 2016. 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 utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled equity research tools.

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 with a Series 66 designation and one year of industry experience. Prior to joining Davenport, he held positions at Pemberton Eye and worked at James Madison University and Old Dominion University. Outside of his advisory role, he was involved with Hoppinfox Farm for nine years. Davenport & Company serves individual and institutional clients with services including asset management, retail brokerage, fixed income, public finance, and investment banking. The firm’s asset management team oversees strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts, and Davenport acts as adviser to several mutual funds and manages fixed-income portfolios.

Tammy Kane is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation. She joined Davenport in 2024 and has prior experience at Navy Federal Credit Union, KForce at Washington Gas, and Capital One. 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 services. The firm’s advisory platform features dedicated portfolio manager teams and offers customized investment strategies through separately managed accounts, mutual funds, and unified managed accounts.

Robin Slater is a financial advisor at D.A. Davidson & Co. with six years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at firms including BB&T, First Citizens Investor Services, and Marsh McLennan Agency. Outside of his advisory role, he serves as Committee Chair for the Diversity, Equity, and Inclusion Symposium Planning at the YMCA of Greater Richmond and is Co-Chair of the Finance Committee and a board member of the nonprofit Humankind. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse clientele, including retirement plans, individual investors, and charitable organizations. The firm operates under fiduciary standards, offering services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients.

Mark Hovanic is a financial advisor with Oppenheimer in Richmond, VA, holding Series 63 and Series 65 credentials and 25 years of industry experience. His prior roles include positions at JP Morgan Chase Bank, J.P. Morgan Securities, Waddell & Reed, Wells Fargo Advisors, Morgan Stanley, Citigroup Global Markets, and UBS Financial Services. Oppenheimer is a registered investment adviser and broker-dealer serving a broad range of clients including individuals, corporations, pension plans, and charitable organizations. The firm offers diversified investment programs and advisory services employing both discretionary and non-discretionary management, with a distinctive approach that includes maintaining custody of client assets and managing a significant portion of assets on a non-discretionary basis.

Mary Davis is a CFP® professional with 35 years of experience at Davenport & Company LLC in Richmond, VA, where she has worked since 1986. She holds Series 63 and Series 65 licenses. Davenport & Company serves individual and institutional clients including banks, pension plans, trusts, and nonprofits, offering asset management, financial planning, retail brokerage, and advisory services. The firm employs dedicated portfolio manager teams and a Manager Research group to oversee strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

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® with 34 years of industry experience, currently serving as a financial advisor at Davenport & Company LLC since 2017. Her prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Davenport & Company LLC 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 Investment Advisory division provides separately managed accounts, model delivery, financial planning, and other advisory programs.

James Crawley is a financial advisor at Davenport & Company LLC in Richmond, VA, holding Series 63 and Series 65 licenses with 38 years of industry experience. He has been with Davenport & Company since 1989. Outside of his advisory work, he serves as Vice President and Secretary of the Walter J. Payne Foundation, a 501(c) charitable organization in Virginia, where he provides all investment advice. Davenport & Company serves individual and institutional clients such as banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations by offering asset management, retail brokerage, fixed income, public finance, and investment banking services. The firm’s asset management is structured around portfolio manager teams and research groups, managing a range of strategies and mutual funds while combining brokerage and advisory platforms.

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®-certified financial advisor with 10 years of industry experience. He is currently with Davenport & Company LLC and has previously worked at Truist Advisory Services, Truist Investment Services, INC., BB&T Securities, 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. Davenport & Company LLC provides asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services to individual and institutional clients. The firm employs dedicated portfolio manager teams and research groups to manage strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

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 and holds a Series 66 license. He has 18 years of industry experience and has been with Davenport & Company LLC for 10 years. Davenport & Company serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations, offering 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 Manager Research team that oversee a range of strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.