John Molster is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Truist Investment Services, SunTrust Bank, BB&T Securities, and Scott & Stringfellow. Molster serves as Chairman of the City of Richmond Economic Development Authority and is a trustee for several nonprofit organizations, including the Police Benevolent Association of Richmond and his church’s endowment committee. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, implementing advice through discretionary and non-discretionary manager relationships supplemented by AI-enabled research tools.

Brian Helms is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 21 years of industry experience. His career includes roles at Truist Advisory Services, Trust Investment Services, and Bb&T Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program, combining discretionary and non-discretionary approaches supported by inter-affiliate integration and AI-enabled research tools.

Edward Brown Jr. is a financial advisor at Davenport & Company LLC in Richmond, VA, holding Series 63 and Series 65 credentials with 48 years of industry experience. He has been with Davenport & Company since 1982. Outside of his advisory role, he is a partial owner and board member of CONSUTECH LLC, a manufacturing business. Davenport & Company serves individual and institutional clients, offering asset management, brokerage, public finance, and investment banking services. The firm’s asset management includes dedicated portfolio teams and various strategies across separately managed accounts, mutual funds, and ETFs.

Sarah Estes is a financial advisor with Bankers Life Advisory Services, Inc. in Richmond, VA. She holds the Series 66 designation and has one year of experience in the financial services industry. Prior to her current role, she worked in various pharmacy and retail positions and has experience in higher education. Bankers Life Advisory Services, Inc. is an SEC-registered adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored investment strategies aligned with clients’ goals and risk tolerance.

Steven Martin is a CFP® with 22 years of industry experience and has been with Davenport & Company LLC since 2017. Prior to joining Davenport, he worked at Wells Fargo Clearing and Wells Fargo Advisors. Davenport & Company LLC serves individual and institutional clients, including banks, pension plans, trusts, estates, nonprofits, and corporations, providing asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s asset management involves dedicated portfolio manager teams and various advisory programs, and it manages multiple mutual funds and fixed-income strategies.

John Vetrovec is a CFP® professional with 25 years of industry experience, currently serving as an advisor at Davenport & Company LLC since 2009. He holds the Series 66 designation and is based in Richmond, VA. Davenport & Company LLC serves individual and institutional clients with a range of services including asset management, retail brokerage, and investment banking. The firm’s investment approach involves dedicated portfolio manager teams, an Investment Policy Committee, and a Manager Research team, offering strategies across separately managed accounts, mutual funds, and unified managed accounts.

Marsha Matthews is a financial advisor with Janney Montgomery Scott in Richmond, VA, holding Series 65 and Series 66 licenses and 15 years of industry experience. Her career includes roles at Davenport & Co., LLC and a brief period of unemployment in 2017 before joining Janney, where she has worked since 2017. 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 diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering a broad range of brokerage, financial planning, and advisory services.

Dianne Ballard is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation with eight years of industry experience. She has worked at Davenport & Company since 2017 and previously worked at Collegiate School from 2010 to 2017. 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 and advisory services through a team-based approach and a variety of separately managed accounts and mutual funds.

Kyle Nystrom is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has two years of industry experience. Prior to joining Bankers Life, he worked at First Command Insurance Services and Carvana. He is also appointed as a 1099 agent with Bankers Life and Casualty Company, enabling him to write Medicare Supplement, annuities, life insurance, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolios according to clients’ goals, risk tolerances, and time horizons.

Theresa Manning is a financial advisor at Davenport & Company LLC in Richmond, VA, with 24 years of industry experience. She holds a Series 66 designation and has been with Davenport since 2013. Davenport serves individual and institutional clients, including banks, pension plans, trusts, nonprofits, and corporations, offering asset management, brokerage, and investment advisory services. The firm manages a range of portfolios and mutual funds through dedicated teams and combines broker-dealer capabilities with a full advisory platform.

Kevin Long is a financial advisor with Valic Financial Advisors in Richmond, VA, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Agia, M&T Bank, PNC Bank, SunTrust Bank, and other employers. Outside of advising, he is an appointed agent for non-securities insurance products and plays music, performing at venues and booking shows. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and consulting services through a large network of advisors. The firm utilizes Envestnet’s platform for unified managed accounts and provides tax-aware and impact/ESG overlay options within a supervisory framework.

Steven Mcgregor is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He worked at ICMA Retirement Corporation for 10 years before joining Voya in 2024. Voya Financial Advisors serves a diverse client base, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, and plan-sponsor consulting through multiple program structures, primarily offering non-discretionary advice and maintaining both SEC-registered investment adviser and broker-dealer registrations.

Christopher Tripp is a financial advisor with Principal Financial Services, holding Series 65 and Series 63 licenses and five years of industry experience. His prior roles include positions at Eagle Strategies, New York Life Insurance Company, and The Nielsen Company. He is the owner of Tripp's Financial, LLC, a business formed to support administrative functions. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm’s offerings include financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed accounts.

Randall Long Jr. is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and three years of industry experience. He has worked with Valic Financial Advisors since 2022 and also serves as an agent selling non-securities insurance products for AGIA. Outside of finance, he is involved with Sundae's Restaurant/Tastee Freez. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and unified managed accounts through a large network of advisors and relies on technology and model solutions to serve a high client count.

George Smith is a CFA® charterholder with 27 years of experience in the financial services industry. He has been with Davenport & Company LLC since 1997 and currently serves at Davenport & Company LLC in Richmond, VA. 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 asset management is supported by dedicated portfolio manager teams, an Investment Policy Committee, and a Manager Research team that construct and monitor a range of strategies including separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Ashby Price is a CFA® charterholder with 16 years of experience in financial advising, currently with Kestra Advisory since 2016. He serves on the board of the CFA Society Virginia and The Community Tax Law Project, contributing to organizational growth and investment policy guidance. Price is also involved in local networking groups and operates Ashby W. Price & Associates. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers fiduciary services, plan design, employee education, and access to multiple management platforms and complex investment solutions.

Daniel Elliott is a financial advisor at Equity Services, Inc. with 23 years of industry experience. He holds a Series 66 designation and previously worked at SunTrust Advisory Services and SunTrust Investment Services, Inc. He also serves as a notary public. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often utilizing third-party asset managers and model portfolios, with a mix of long-term strategies and options for shorter-term trading.

Stephanie Wiseman is a financial advisor at Janney Montgomery Scott with 15 years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at Merrill from 2008 to 2022 before joining Janney in 2022. Outside of her advisory role, she owns Blackwater Crafting Co., a small business specializing in custom crafted and upcycled items. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets and serves a diverse clientele including individuals, families, trusts, corporate sponsors, and municipal clients. The firm offers a range of brokerage, financial planning, and advisory services through in-house and third-party portfolio management across multiple programs.

Edin Terzimehic is a financial advisor with Davenport & Company LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Davenport since 2008 and previously at Wachovia Securities LLC. Terzimehic serves on the Board of Directors and Finance Committee for the Visual Arts Center of Richmond, a nonprofit focused on community engagement through arts programs. Davenport & Company LLC provides asset management, retail brokerage, fixed income, public finance, and investment banking services to individual and institutional clients. The firm’s investment approach includes dedicated portfolio manager teams and a Manager Research team that oversees diverse strategies across separately managed accounts, mutual funds, and ETFs.

Kristina Palangi is a financial advisor with Davenport & Company LLC, holding CFP® and ChFC® designations and a Series 66 license. She has 18 years of industry experience and previously worked with Truist Advisory Services, Truist Investment Services, BB&T Securities, Bank of America, and Merrill. Outside of her advisory work, she serves on the Finance Committee and Strategic Planning Committee at Lakeside Park Country Club in Richmond, VA. Davenport & Company LLC serves individual and institutional clients, offering asset management, retail brokerage, fixed income, public finance, and investment banking services. The firm manages investment strategies through dedicated portfolio teams and an Investment Policy Committee and advises several mutual funds and fixed-income products.