Henry Valentine III is a financial advisor at Davenport & Company LLC in Richmond, VA, with 43 years of industry experience. He has been with Davenport & Company since 1981. Valentine serves on the boards of several nonprofit organizations, including the Children's Hospital Foundation and Aylett Country Day School. Davenport & Company provides asset management, retail brokerage, and investment advisory services to individual and institutional clients such as banks, pension plans, trusts, and nonprofits. The firm’s investment approach includes dedicated portfolio teams and a Manager Research group that oversees separately managed accounts, mutual funds, ETFs, and unified managed accounts.

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 at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation with three years of industry experience. Prior to joining Davenport in 2023, she worked at Wiss and Company and held various roles outside the financial sector, including positions at Rivermill Bar and Grill and West End Market. 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 asset management is organized around portfolio manager teams and research groups that develop strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Donald Reed is a financial advisor with J. W. Cole Advisors, Inc. in Midlothian, VA, holding Series 63 and Series 65 licenses and with 12 years of industry experience. His prior roles include positions at Financial Dynamics, Global Financial Private Capital, Royal Alliance Associates, and Sii. He serves as a council member for the Town Council of Crewe, VA, and sits on the Board of Directors for the Virginia Deer Hunters Association. J. W. Cole Advisors operates a large network of independent Investment Adviser Representatives and provides fee-based portfolio management, financial planning, retirement plan services, and third-party manager platforms for individuals, high-net-worth clients, and institutional accounts. The firm employs a range of investment strategies, including discretionary and non-discretionary management, fundamental and technical analysis, and integrates digital advice providers and various custodial platforms in client solutions.

Frederick Fram is a CFP® and ChFC® with 38 years of industry experience, currently serving at Davenport & Company LLC since 2021. His prior roles include positions at Cetera Advisor Networks LLC, VSR Advisory Services, VSR Financial Services Inc, Cetera, and Summit Brokerage Services. He also serves as a FINRA hearing panelist, participating in regulatory hearings involving broker-dealers and registered representatives. Davenport & Company LLC serves individual and institutional clients, including banks, pension plans, trusts, nonprofits, and corporations, offering asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s asset management is organized around dedicated portfolio management and research teams, providing separately managed accounts, model portfolios, and mutual funds.

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.

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.

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.