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.

Deborah Nuttycombe is a financial advisor with Truist Advisory Services who holds Series 63 and Series 66 licenses and has 33 years of industry experience. She has been with SunTrust Advisory Services and SunTrust Investment Services for the past 10 years. Nuttycombe is a part owner of a rental property managed by her husband, though she has no management responsibilities. 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, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

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.

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 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.

Edward Brown Jr. is a financial advisor at Davenport & Company LLC in Richmond, VA, holding Series 63 and Series 65 licenses with 47 years of industry experience. He has been with Davenport & Company since 1982. Outside of his advisory role, he is a member of the board of managers at Consutech LLC, a manufacturing business in Richmond. Davenport & Company LLC is a privately held, employee-owned firm that offers investment management and brokerage services to individual and institutional clients. The firm provides a broad range of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, utilizing various investment strategies managed by specialized teams and committees.

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 21 years of industry experience, currently serving as a financial advisor at Davenport & Company LLC since 2017. Prior to joining Davenport, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 guided by dedicated portfolio manager teams and an Investment Policy Committee.

John Vetrovec is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Davenport & Company LLC since 2009. He is based in Richmond, VA. Davenport & Company LLC is a privately held, employee-owned firm providing investment management and brokerage services to individual and institutional clients. The firm employs dedicated portfolio management teams and offers a variety of strategies and financial services, including asset management, retail brokerage, and financial planning.

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.