Sherri Petefish is a financial advisor at Davenport & Company LLC with 24 years of industry experience. She holds the Series 66 designation and has been with Davenport since 2001. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, estates, nonprofits, and corporations, offering asset management, brokerage, fixed income, public finance, and investment banking services. The firm’s asset management approach includes dedicated portfolio manager teams and an Investment Policy Committee, managing a range of strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Sean Allburn is a financial advisor at Davenport & Company LLC in Williamsburg, VA, holding Series 63 and Series 65 designations with 31 years of industry experience. He has been with Davenport & Company since 2002. Davenport & Company serves individual and institutional clients such as banks, pension plans, trusts, estates, nonprofits, and corporations. The firm offers a range of services including asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services, with a focus on separately managed accounts, model delivery, and mutual funds.

Bridget Doane is a financial advisor at Truist Advisory Services with 13 years of industry experience. She holds the Series 66 designation and has worked at Truist Advisory Services and its predecessor firms since 2013. 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 and non-discretionary approaches, supplemented by AI-enabled equity research, and emphasizes inter-affiliate integration across its affiliated entities.

Gary Besnier is a financial advisor with Centaurus Financial, Inc. in Williamsburg, VA, holding Series 63 and Series 65 credentials with 24 years of industry experience. He has been with Centaurus Financial since 2011 and has operated as a self-employed advisor since 1996. Besnier also engages in the sale of long-term care and life insurance through Besnier Financial Group. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, trusts, and foundations. The firm offers financial planning, portfolio management via the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, operating both discretionary and non-discretionary arrangements and utilizing a range of analytical approaches.

Brian Mccleskey is a CFA® charterholder with 18 years of industry experience. He currently works at Money Concepts Capital Corp and has held roles at Win Advisors, Inc and CAI Group, LLC. Mccleskey also provides asset allocation models as a sub-advisor and consultant for GWN Securities. Money Concepts Advisory Services offers investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs model-driven and asset-allocation strategies, utilizing both proprietary and third-party portfolios, and manages approximately $4.07 billion in client assets through an extensive network of advisors.

Arnold Csan Jr. is a financial advisor with First Command Advisory Services in Williamsburg, VA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with First Command Advisory Services since 2015 and also affiliated with First Command Financial Planning, Inc. since 2014. Outside of his advisory role, he serves as Treasurer for the Skimino Landing Estates Owners Association, managing the community's financial records and reporting. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a specific focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, employing a centralized Investment Management Team and Wealth Portfolio Managers to oversee model portfolios and third-party managers.

Sophia O’Neal is a financial advisor at Truist Advisory Services with 23 years of industry experience. She holds a Series 66 designation and has worked with Truist Investment Services since 2004, joining Truist Advisory Services in 2016. 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 manager relationships supported by technology-driven research and inter-affiliate integration.

Jamie Stallings is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2019, following six years at Edward Jones. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning utilizing structured discovery processes and firm-approved tools.

Dora Saunders is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Her prior work includes a 15-year tenure at American Funds Service Company and roles at Bank of America and Truist Bank. She has been associated with a real estate business, York County LLC DBA KW Allegiance, as a realtor but has relinquished her license. Merrill, together with Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Daniel Kita is a financial advisor with Raymond James Financial in Williamsburg, VA. He holds the Series 66 designation and has three years of industry experience. Prior to joining Raymond James, his work history includes positions at Woodforest National Bank and TowneBank, among others. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning and consulting using risk profiling and analytical modeling tools.

Jason Blanchard is a financial advisor with Edward Jones in Williamsburg, VA. He holds the ChFC® designation along with Series 63 and Series 66 licenses and has 20 years of industry experience, all with Edward Jones since 2006. Outside of his advisory role, he is the managing member of Wooden Turtles LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large national presence with more than 23,700 financial advisors and 15,000 branch offices.

Jamel White is a financial advisor with Primerica Advisors in Williamsburg, VA, holding a Series 66 designation and three years of industry experience. His work history includes roles at Fidelity Investments and Primerica Financial Services, as well as part-time involvement in sales of loan products and home-related service referrals through Primerica affiliates. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients with a model-based investment approach supported by third-party asset managers and custodians.

Mary Twigg is a financial advisor with LPL Financial in Williamsburg, VA, holding a Series 66 designation and 28 years of industry experience. She has worked with C & F Bank since 2014 and concurrently with LPL Financial during the same period. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Jay Gutches is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. He has served in the Air Force Reserve since 2020 as an Air Transportation Load Planning Representative. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services grounded in modern portfolio theory and tailored to plan objectives and risk tolerances. The firm includes a broad range of financial products in its advisory offerings, including insurance-related vehicles and bank deposit sweep options.

William Barnes is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing. His prior roles include positions at Pinxter Inc dba "Clowder" and Hawk's Point of View, LLC, as well as work at The Catholic University of America. He also holds trustee and executor responsibilities for several trusts and estates. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, supported by extensive research and a broad range of brokerage and advisory solutions.

Chad Kozoyed is a financial advisor with Raymond James Financial, holding a Series 66 designation and eight years of industry experience. He has been with Raymond James Financial Services Advisory, Inc., Townebank, and Raymond James Financial Services, Inc. since 2018. Prior to this, he worked at Longwood University from 2014 to 2018. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical modeling and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Helen Campbell is a financial advisor with Wells Fargo Clearing in Williamsburg, VA, holding Series 63 and Series 66 credentials and 22 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory activities, Campbell has served as co-trustee for her parents and worked as a dog handler for a film production. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions, managing approximately $671 billion in assets with more than 14,000 financial advisors.

Richard Overy is a financial advisor with Ameriprise in Williamsburg, VA, holding a Series 66 designation and 28 years of industry experience. He worked at Raymond James Financial Services from 2009 to 2024 before joining Ameriprise. Outside of his advisory role, he serves on the boards of Hospice House of Williamsburg and the Williamsburg Community Foundation, and is Vice Chairman of Advocates for a Live Performance Venue. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research and modeling with tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Robert Turner is a Senior Financial Advisor with Merrill Lynch Wealth Management based in Williamsburg, Virginia. He brings over 25 years of experience in the financial industry, having held positions with firms such as Wachovia Securities, SunTrust Investments, and Truist Advisory Services prior to joining Merrill Lynch. His expertise encompasses a range of client focus areas including college education planning, divorce transition planning, family wealth management, legacy planning, retirement income, portfolio management, and small business strategies. Robert earned a Bachelor of Arts degree in Economics with Academic Distinction from the Virginia Military Institute in 1984. He also holds the designation of Personal Investment Advisor (PIA). Residing in Poquoson, Virginia, Robert has been married for more than 35 years and has three adult children and grandchildren. In his personal time, he enjoys fishing, boating, traveling, and spending time with his family and friends.

Jason Rowe is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been employed since 1996. He holds a Bachelor of Science degree in Business Management from Christopher Newport University and serves as a Senior Portfolio Manager. In this role, Jason manages customized discretionary investment portfolios, utilizing his own Personalized or Defined Strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Jason specializes in creating investment strategies focused on tax minimization, long-term growth, asset preservation, and wealth transfer. His client focus areas include family wealth management strategies, legacy planning, and personal retirement planning. He works to align portfolios with clients' financial objectives through tailored design and implementation. Additionally, Jason holds the Professional Investment Advisor (PIA) designation. Outside of his professional responsibilities, Jason has served on the boards of the Middlesex Family YMCA and the Cedar Point Property Owners Association. His personal interests include baseball, basketball, boating, cooking, genealogy, horseback riding, photography, softball, and traveling.