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. He holds a Series 66 designation and has 17 years of industry experience, including over 20 years with Davenport & Company. He serves on the Outside Advisory Council for DebtBook, participating in occasional meetings and discussions. 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 a weekly Investment Policy Committee.

Alex Robinson is a financial advisor with Commonwealth Financial Network based in Richmond, VA. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. Prior to joining Commonwealth in 2021, he worked at LPL Financial, PCG Public Partnerships, and Cetera Advisors LLC. Robinson is also involved in fixed insurance sales as a secondary business activity. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including investment management, compliance, and technology services, allowing advisors to offer personalized portfolio solutions under Commonwealth’s supervision.

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 the Series 63 and Series 65 designations and has worked at firms including Cetera and Foresters Financial. Parham serves as chairman of the board of directors for Commonwealth Cares in a volunteer capacity. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a variety of advisory programs including portfolio management, consulting, and financial planning. The firm’s investment approach varies by program and includes strategic and tactical asset allocation, manager selection, and periodic rebalancing.

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 with two years of industry experience. He holds a Series 66 designation and has worked in various roles outside finance, including food delivery with DoorDash. Davenport & Company serves individual and institutional clients by offering asset management, retail brokerage, fixed income, public finance, and investment banking services. The firm provides a range of advisory programs through dedicated portfolio teams and manages several mutual funds and fixed-income strategies.

Kimberly Cimburke is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has worked with SunTrust Advisory Services since 2016 and with SunTrust Securities since 2003. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, 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 solutions.

William Charlet is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 credential with 20 years of industry experience. He has been with Davenport & Company since 2005. Outside of his advisory role, he serves as a board member of Northstar Academy, an educational organization. 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 range of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, with investment decisions supported by dedicated portfolio manager teams and an Investment Policy Committee.

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 been employed full-time by Keiter, Stephens, Hurst, Gary & Shreeves, a Virginia-based public accounting firm, since 2015. His connection to Focus Partners is solely for registration purposes to make client referrals under a solicitation agreement between the firms. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Tiffany Mccoy is a financial advisor at Davenport & Company LLC with seven years of industry experience. She holds a Series 66 designation and has been with Davenport since 2007. Outside of her advisory work, she owns Xtremely Kreative, LLC, a business focused on making and selling crafts, and is authoring a financial literacy book for teens through her business Money Smart with Tiffany, LLC. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, estates, nonprofits, and corporations, offering a range of services such as asset management, retail brokerage, fixed income, public finance, and investment banking. The firm’s advisory division provides separately managed accounts, model delivery, financial planning, and other programs, supported by dedicated portfolio management teams and a Manager Research team.

Daphne Martin is a financial advisor at Davenport & Company LLC with five years of industry experience. She holds a Series 66 designation and has been with Davenport since 2020. Prior to her current role, she spent 14 years with Junior Achievement of Central Virginia. 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 broad range of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, utilizing various strategies and portfolio management teams.

Thomas Price is a CFP® professional with 24 years of experience in the financial industry. He has been with Davenport & Company LLC since 1999, serving in advisory roles for over two decades. There are no additional outside business activities reported. 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 variety of services including asset management, financial planning, and investment banking, with investment decisions made by dedicated portfolio manager teams and supported by multiple specialized committees.

Carly Carmichael is a financial advisor at Davenport & Company LLC with 10 years of industry experience. She holds the Series 66 designation and has been with Davenport since 2014. Davenport & Company LLC is a privately held, employee-owned firm providing investment management and brokerage services to individual and institutional clients, including banks, pension plans, trusts, and non-profit organizations. The firm offers a range of services such as asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning through various investment vehicles and strategies.

Samuel Dittmar is a financial advisor at Davenport & Company LLC in Richmond, VA, with eight years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Wells Fargo Clearing Services LLC and SunTrust Advisory Services. Outside of finance, he is the owner of Uncle Sam's Shirts, a small t-shirt design business. Davenport & Company serves individual and institutional clients, 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, managing separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Danaire Leftwich is a financial advisor with Bankers Life Advisory Services, Inc. in Richmond, VA, holding a Series 66 designation and five years of industry experience. She has been with Bankers Life Advisory Services since 2021 and has prior experience at affiliated Bankers Life entities dating back to 2008. Outside of advising, she is an insurance agent specializing in health, life, annuity, and long-term care products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis in its investment approach.

Jonathan Thibodeaux is a financial advisor with Oppenheimer in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Bank of America and Merrill. He has been with Oppenheimer since 2019. Oppenheimer serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services such as investment management, consulting, and retirement planning. The firm uses strategic and tactical asset allocation, manager selection, and various investment strategies, with an emphasis on both discretionary and non-discretionary management.

David Lay is a financial advisor with Truist Advisory Services and holds a Series 66 designation. He has nine years of industry experience, including roles at SunTrust Investment Services since 2014. Outside of his advisory work, he occasionally serves as a role player in surveillance scenarios for FBI training exercises. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, 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 an AI-enabled research team, with a notable integration among its affiliated broker-dealer and bank services.