Sharon Jett is a financial advisor with Davenport & Company LLC in Richmond, VA, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. She has been with Davenport & Company since 1999. Outside of her advisory role, she consults part-time for Lemongrass Spa, focusing on skin care product sales. 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 broad range of services, including asset management, public finance, investment banking, and financial planning, with investment decisions guided by dedicated portfolio manager teams and an Investment Policy Committee.

Jason Braun is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and 27 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC for 13 years and Raymond James Financial Services for 4 years. Braun is also associated with Dickerson Jackson & Associates, LLC as an independent contractor. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and access to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets, using a diversified investment process that blends passive and active managers, supported by an internal Investment Committee.

Jason Cotton is a CFP® professional with nine years of experience at Valic Financial Advisors. He holds the Series 66 designation and has been with Valic Financial Advisors since 2017. Outside of advisory work, he is a co-owner of 2413 Lincoln Ave, LLC, a real estate rental business, and serves as an agent for Agia providing non-securities insurance products. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers wrap programs, portfolio management, and financial planning services supported by a large network of advisors and utilizes discretionary unified managed accounts with optional overlay services.

Lee Batten is a financial advisor at Focus Partners Wealth, LLC with 16 years of industry experience. He holds a Series 66 designation and has worked at The Colony Group, LLC and GYL Financial Synergies, LLC. Focus Partners Wealth serves a diverse client base including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture, combining fundamental and quantitative analysis, and offers a broad range of wealth management, fiduciary, and advisory services.

Elina Dennis is a financial advisor at Oppenheimer with Series 65 and Series 63 credentials and one year of industry experience. She previously worked at State Farm VP Management Corp and Hunter Wyant Insurance Agency. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering advisory programs including discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm’s investment approach varies by program and advisor, encompassing strategic and tactical asset allocation and manager selection across equity, balanced, and fixed income strategies.

Matthew Kardos is a financial advisor with Valic Financial Advisors in Richmond, VA. He holds a Series 66 designation and has 11 years of industry experience. Prior to his current role, he has been associated with Agia since 2022 in a non-securities insurance capacity. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and unified managed accounts through a large network of advisors, utilizing centralized technology and model solutions to serve a substantial client base.

Kyle Morrissey is a CFP® and holds a Series 66 license with four years of industry experience. He is currently affiliated with Commonwealth Financial Network and Potomac Financial Private Client Group, LLC. Prior to his advisory roles, he was involved with Thumbs Up Odd Jobs for eight years. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors with a range of advisory programs and services. The firm provides operations, trading, technology, compliance, and practice-management support, enabling advisors to offer customized portfolio solutions through various program structures and model portfolios.

Christopher Blair is a financial advisor at Davenport & Company LLC with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has worked concurrently at Bi Investments, LLC and Middleburg Bank since 2005. 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, with investment decisions supported by dedicated portfolio manager teams and an Investment Policy Committee.

Dana Baker is a financial advisor at Truist Advisory Services with 13 years of industry experience. She holds Series 63 and Series 65 designations and has been with Truist and its predecessor firms since 2014. 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 a comprehensive manager selection program and AI-enabled research tools.

Joseph Farmer is a financial advisor at D.A. Davidson & Co. with 14 years of industry experience and holds the Series 66 designation. His prior roles include positions at Truist Advisory Services, Truist Investment Services, Bb&T Securities, and Scott & Stringfellow. Outside of his advisory work, he serves as a class agent for his alma mater, Woodberry Forest, and is the stamp chairman for Ducks Unlimited in Virginia, overseeing a program that funds waterfowl habitat conservation. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers a range of services such as ERISA plan advisory, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth.

Emily La Vay is a financial advisor with Davenport & Company LLC in Richmond, VA, holding a Series 66 designation and two years of industry experience. Prior to her current role, she worked at Sotheby's and Christie's. Davenport & Company serves individual and institutional clients by offering asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm manages various strategies through dedicated teams and serves as adviser to multiple mutual funds while providing a range of advisory programs.

Henry Valentine III is a financial advisor at Davenport & Company LLC with 42 years of industry experience. He holds a Series 63 designation and has been with Davenport since 1981. Outside of his advisory role, he serves on the boards of the Children's Hospital Foundation, Aylett Country Day School, and St. Andrews Association, contributing to their financial oversight and management. 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 management teams supported by regular committee reviews.

Cheryl Carrington is a CFP®-credentialed financial advisor at Truist Advisory Services with 16 years of industry experience. She previously worked at Wells Fargo Private Bank for 11 years before joining Suntrust Advisory Services and Suntrust Investment Services, where she has been since 2017. Outside of advisory work, she is a 100% owner of a family business, 1 Factory Radio LLC, which is managed by her spouse. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary approaches and uses third-party platforms and manager relationships to deliver its AMC Advantage program and ongoing due diligence.

Julia Shaffer is a financial advisor with Davenport & Company LLC in Richmond, VA. She holds a Series 66 designation and has two years of industry experience. Prior to joining Davenport & Company in 2023, she held positions at Wiss and Company, Rivermill Bar and Grill, and other organizations. 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, with investment decisions made by dedicated portfolio manager teams supported by a weekly Investment Policy Committee.

Keith Muth is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and four years of industry experience. He has worked with several firms, including Watch Hill Financial, Inc., where he is a co-founder, and Mariner Independent Advisor Network. In addition to advisory services, he provides tax planning and consulting through Muth Financial LLC. Private Advisor Group serves a diverse client base, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm utilizes a range of analytical approaches and partners with multiple custodians and strategists to tailor investment solutions.

Frederick Fram is a CFP® and ChFC® with 37 years of industry experience, currently serving as a financial advisor at Davenport & Company LLC since 2021. He has held prior advisory roles at firms including Cetera Advisor Networks LLC and VSR Advisory Services. In addition to his advisory work, he serves as a FINRA hearing panelist, hearing and voting on regulatory cases involving registered representatives and firms. 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, with investment decisions made by dedicated portfolio manager teams supported by an Investment Policy Committee.

Ward De Klyn III is a financial advisor with Truist Advisory Services in Richmond, VA, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. His career includes roles at BB&T Securities, SunTrust Advisory Services, and Truist Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, 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 manage client portfolios and fiduciary responsibilities.

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.

Russell Cumbea IV is a financial advisor at Commonwealth Financial Network with Series 63 and Series 65 credentials and four years of industry experience. His prior work includes roles at MassMutual Life Insurance Company and MML Investors Services LLC. He also has experience as co-owner of private advisory entities. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and services including custom portfolio solutions, third-party asset manager access, and retirement plan consulting. The firm provides operational, trading, technology, compliance, and practice-management support while allowing advisors discretion in portfolio construction.