Joel Meeks is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and 21 years of industry experience. He has been with Janney since 2015. Outside of his advisory work, he has managed the Colonial Shooting Academy for over a decade. 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 wide range of clients—including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients—and offers brokerage services, financial planning, consulting, and multiple advisory programs.

James Branch Jr. is a financial advisor at Davenport & Company LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Davenport since 1989. Branch serves as a board member of the Cabell Foundation, a mental health organization for children, and participates on its investment committee. 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 an Investment Policy Committee.

Tabitha Watson is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and possessing 30 years of industry experience. She previously worked at Sterne Agee in various capacities from 2011 to 2022 before joining Truist in 2022. Outside of her advisory role, she is a 50% partner in a property renovation and flipping business. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary manager relationships, supported by AI-enabled research tools and inter-affiliate integration with Truist Investment Services and Truist Bank.

Elizabeth Pollard is a CFP® professional with 27 years of industry experience, currently serving at Davenport & Company LLC since 2006. She has roles outside of finance as an agility judge for the American Kennel Club and as president of the Central Virginia Agility Club, where she leads the board and organizes dog agility events. Davenport & Company LLC is a privately held, employee-owned firm providing investment management and brokerage services to individual and institutional clients, offering a range of strategies managed by dedicated portfolio teams and supported by specialized committees.

William Sharp is a financial advisor at Davenport & Company LLC with 19 years of industry experience. He holds a Series 66 designation and has worked previously at Truist Investment Services, Inc. and Clearview Correspondent Services. Sharp has been with Davenport since 2021. Davenport & Company LLC is a privately held, employee-owned firm that provides investment management and brokerage services to individual and institutional clients, including banks, pension plans, trusts, and nonprofit organizations. The firm offers a broad range of services through various investment strategies and maintains dedicated teams and committees to manage and review client portfolios.

Carroll Cooper is a CFP® professional with seven years of industry experience. He currently works at Mercer Global Advisors Inc. and previously held roles at Morgan Stanley Private Bank and Morgan Stanley. Carroll serves on the boards of the Patrick Henry School of Science and Arts, the Firehouse Theater, and Junior Achievement of Central Virginia. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and offers a range of investment solutions alongside financial and retirement planning.

Julian Hillery III is a CFA® charterholder with 17 years of industry experience, currently serving as a financial advisor at Davenport & Company LLC since 2014. He holds Series 66 and Series 63 licenses and is based in Richmond, VA. Davenport & Company serves individual and institutional clients with a range of services including asset management, retail brokerage, fixed income, public finance, and investment banking and advisory. The firm employs dedicated portfolio manager teams and research groups to manage separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Robert Grizzard is a financial advisor at Davenport & Company LLC in Richmond, VA, holding Series 63 and Series 65 designations with 29 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation and OSAIC, among other firms. In addition to his advisory role, Grizzard is involved in offering various insurance products, including health, disability, and annuities. 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’s investment advisory division provides separately managed accounts, model portfolios, and financial planning, supported by dedicated portfolio manager teams and a manager research group.

Michael Leslie is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at Truist Advisory Services since 2016 and at Truist Investment Services since 2014. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches integrated with affiliated broker-dealer and bank services.

Isaac Wright is a financial advisor at J.W. Cole Advisors, Inc. with 18 years of industry experience. He holds the CFP®, ChFC®, and Series 65 designations. Prior to joining J.W. Cole Advisors in 2019, he worked at Global Financial Private Capital, LLC for nine years. Wright is also president of Financial Dynamics & Associates, a firm providing comprehensive financial, investment, and insurance planning, and he leads Wright Advice Consulting, which offers consulting services to financial and insurance professionals. 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 access to multiple third-party investment platforms for individuals, high-net-worth clients, and institutional accounts. The firm employs a combination of fundamental and technical analysis along with model and manager-based strategies to implement client solutions.

Jenny Croxton is a Series 66 licensed advisor with Truist Advisory Services in Richmond, VA, with six years of industry experience. She has been with Truist Advisory Services and Truist Investment Services since 2021 and previously worked at BB&T Securities since 2005. 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 third-party platforms and AI-enabled research tools, to deliver its investment programs.

Charles Gold is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 designations and bringing 57 years of industry experience. His career includes roles at Truist Advisory Services since 2021 and prior experience with Bb&T Securities, LLC from 2013 to 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, utilizing third-party platforms and AI-enabled research tools to support its investment approach.

Robert Smith is a financial advisor with Truist Advisory Services in Richmond, VA, holding Series 63 and Series 66 licenses and 25 years of industry experience. His prior roles include positions at Bb&T Securities, LLC and Scott & Stringfellow, Inc. He has worked at Truist Advisory Services and Truist Investment Services since 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and uses AI-enabled research tools and integrated inter-affiliate services in its investment approach.

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.