Mary Katherine Luu is a financial advisor at Janney Montgomery Scott with 25 years of industry experience. She holds a Series 66 designation and has been with Janney Montgomery Scott since 2015. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple wrap/advisory programs.

Timothy Reyes is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation with six years of industry experience. He worked at Sterling Capital for ten years before joining Davenport in 2023. Davenport & Company serves individual and institutional clients with a range of services including asset management, retail brokerage, fixed income, public finance, and investment banking. The firm employs dedicated portfolio manager teams and a Manager Research team to oversee strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Vincent Moore is a financial advisor with Truist Advisory Services in Richmond, VA, holding Series 63 and Series 66 designations and bringing 15 years of industry experience. He has worked at SunTrust Advisory Services since 2016 and SunTrust Investment Services since 2008. Outside of his advisory role, he plays bass guitar in a country music band called the Morgan Linsey Band. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, offering services such as asset allocation, fiduciary support, and a manager-selection program. The firm integrates discretionary and non-discretionary management solutions supported by AI-enabled research and maintains a distinctive inter-affiliate operating structure.

Lily Silva is a financial advisor at Davenport & Company LLC with four years of industry experience. She holds Series 65 and Series 63 credentials and has previously worked at LPL Financial and Vaught, Spangler, and Associates Financial Services. Outside of finance, her background includes work in hospitality and education sectors. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, and nonprofits, providing asset management, brokerage, fixed income, public finance, and advisory services. The firm’s Investment Advisory division offers separately managed accounts, model delivery, financial planning, and other advisory programs.

Debra Pollock is a CFP® with 18 years of industry experience, currently serving at Truist Advisory Services. She has been with SunTrust Advisory Services since 2016 and has worked at various SunTrust entities since 2012. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager arrangements and leveraging third-party platforms and AI-enhanced research tools.

Brandon Covey is a financial advisor with Truist Advisory Services in Richmond, VA, holding a Series 66 designation and over 20 years of industry experience. He has worked with Truist and its predecessor firms since 2011. Outside of his advisory role, Brandon is a member of a two-person acoustic band. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, participant advice, and a manager-selection program that combines discretionary and non-discretionary approaches supported by AI-enabled research tools and extensive inter-affiliate integration.

Jeff Donham is a CFP® professional with 20 years of industry experience, currently advising at Focus Partners Wealth, LLC. He previously worked at The Colony Group, LLC for 10 years and Northwestern Mutual Investment Management for 2 years. Focus Partners Wealth, LLC serves a diverse client base including individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework, combining active and passive strategies along with access to private and registered pooled vehicles.

Michael Coggeshall is a financial advisor at Davenport & Company LLC in Richmond, VA. He holds a Series 66 designation and has been with Davenport since 2026. His prior experience includes roles at Octagon, ESL Facelt Group, and Augusta National Golf Club. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, and nonprofits, providing asset management, brokerage, fixed income, public finance, and investment banking services. The firm’s advisory platform includes separately managed accounts, model delivery, and financial planning, supported by dedicated portfolio teams and a manager research group.

Clark Halladay Jr. is a CFA® charterholder with three years of industry experience, currently serving as a financial advisor at Davenport & Company LLC in Richmond, VA. His prior work includes roles at Thompson, Siegel & Walmsley LLC and Markel Corporation. Davenport & Company LLC provides asset management, retail brokerage, fixed income, public finance, and investment banking services to individual and institutional clients, including banks, pension plans, trusts, and nonprofits. The firm’s advisory services feature separately managed accounts, model delivery, financial planning, and mutual fund management, supported by dedicated portfolio teams and research resources.

George Rapp is a financial advisor with Valic Financial Advisors in Richmond, VA, holding Series 63 and Series 65 designations and possessing 26 years of industry experience. He has been with Valic Financial Advisors since 2000 and has also held a role at Agia since 2022. Outside of his advisory work, he is involved with non-securities insurance products through his position at Agia. Valic Financial Advisors serves 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 wrap programs, utilizing a large network of advisors and a technology-driven investment platform.

Synovia Bell is a financial advisor at Truist Advisory Services with Series 65 and Series 63 credentials and one year of industry experience. Prior to joining Truist, she held various roles at the University of South Carolina and BrightHouse Financial. She is the founder of ROCSA, an organization that assists small businesses in Washington, DC with fundraising efforts. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and third-party platforms.

Hank Strickler is a financial advisor with Truist Advisory Services in Richmond, VA, holding a Series 66 designation and 10 years of industry experience. His career includes roles at Truist Investment Services, Suntrust Investment Services, Bank of America, and Merrill. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager relationships and supported by integrated inter-affiliate platforms and research tools.

Karli Woodcock Tench is a financial advisor at Davenport & Company LLC with two years of industry experience. She holds a Series 66 designation and began her career at Davenport in 2024. Prior to joining the firm, she worked in education and community organizations, including Chesterfield County Public Schools and Brandermill Church. Davenport & Company serves individual and institutional clients such as banks, pension plans, trusts, estates, nonprofits, and corporations. The firm offers asset management, brokerage, fixed income, investment banking, and advisory services, managing portfolios through dedicated teams and providing access to mutual funds, ETFs, and municipal bond strategies.

Amanda Quicke is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. She has worked at various Wells Fargo entities since 2009. Amanda is a Series 66 license holder and has partial ownership in an investment-related business, Granite Wealth Management, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options using proprietary research and tools, with services tailored to clients who meet specific net-worth criteria.

John Jones II is a financial advisor at Merrill with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Merrill and Bank of America, N.A. since 2015. Merrill, together with its affiliate 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 institutional investors.

Elizabeth Gillis is a financial advisor with Raymond James & Associates, holding a Series 66 designation and four years of industry experience. She has worked at Raymond James since 2020 and previously spent five years with Lakeland Tours DBA WorldStrides. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and charitable organizations, offering financial planning, investment consulting, and municipal advisory services through a nationwide network of advisers.

Randall Vaughan Jr. is a financial advisor with Raymond James Financial in Henrico, VA, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has worked with Atlantic Union Bank, Union Bank & Trust, and Union Investment Services in addition to his long tenure at Raymond James. Vaughan also serves as a trustee of his living trust. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, supports a broad advisor network, and has notable capabilities in municipal and public finance advisory services.

Devin Andersen is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Wells Fargo Clearing and Wells Fargo Advisors prior to joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts as well as fund advisory services.

Maria Komianos is a financial advisor with Merrill in Richmond, VA, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. She has been with Merrill since 2010. Merrill, along with its affiliate 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, pension plans, corporations, and charitable organizations.

Katherine Dixon is a Series 66-licensed financial advisor with Raymond James Financial, based in Glen Allen, VA, and has 21 years of industry experience. She has worked with Atlantic Union Bank since 2019 and has been with Raymond James Financial Services Advisors, Inc. since 2015. Outside of her advisory role, she serves as Operations Manager for Atlantic Union Financial Consultants, LLC/AUB Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs in municipal advisory and SIMPLE IRA employer consulting.