Dianne Ballard is a Series 66-licensed financial advisor with seven years of industry experience. She has worked at Davenport & Company LLC since 2017 and previously held a position at Collegiate School from 2010 to 2017. 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 wide range of services, including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, utilizing various investment strategies managed by dedicated portfolio teams and committees.

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, holding a Series 66 designation with 23 years of industry experience. She has been with Davenport & Company since 2013. 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, retail brokerage, fixed income, public finance, investment banking, and financial planning, delivered through various managed accounts, mutual funds, ETFs, and retirement solutions.

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 at Voya Financial Advisors, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for ICMA Retirement Corporation for 10 years before joining Voya in 2024. Voya Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, corporations, and plan sponsors. The firm offers a combination of model portfolios, manager-driven accounts, and both discretionary and non-discretionary investment programs alongside an active broker-dealer distribution model.

Christopher Tripp is a financial advisor with Principal Financial Services, holding Series 65 and Series 63 licenses and five years of industry experience. His prior roles include positions at Eagle Strategies, New York Life Insurance Company, and The Nielsen Company. He is the owner of Tripp's Financial, LLC, a business formed to support administrative functions. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm’s offerings include financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed accounts.

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.

George Smith is a CFA® charterholder with 27 years of industry experience and has been with Davenport & Company LLC since 1997. He holds the Series 63 designation and is based in Richmond, VA. Outside of his advisory role, Smith is involved in managing several family real estate entities. 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, delivered through various account structures and strategies managed by dedicated portfolio teams.

Ashby Price is a CFA charterholder with 15 years of industry experience, currently serving as an advisor at Kestra Advisory since 2016. He has held roles within Kestra Investment Services, LLC since 2014. Price is a board member of the CFA Society Virginia and serves on the board of The Community Tax Law Project. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base that includes institutional and individual investors. The firm offers services such as fiduciary consulting, plan design, and employee education, managing approximately $79.8 billion in assets and serving large institutional clients, including sovereign wealth funds.

Daniel Elliott is a financial advisor at Equity Services, Inc. with 23 years of industry experience. He holds a Series 66 designation and previously worked at SunTrust Advisory Services and SunTrust Investment Services, Inc. He also serves as a notary public. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often utilizing third-party asset managers and model portfolios, with a mix of long-term strategies and options for shorter-term trading.

Stephanie Wiseman is a financial advisor at Janney Montgomery Scott with 15 years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at Merrill from 2008 to 2022 before joining Janney in 2022. Outside of her advisory role, she owns Blackwater Crafting Co., a small business specializing in custom crafted and upcycled items. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets and serves a diverse clientele including individuals, families, trusts, corporate sponsors, and municipal clients. The firm offers a range of brokerage, financial planning, and advisory services through in-house and third-party portfolio management across multiple programs.

Robert Weaver Jr. is a financial advisor with Commonwealth Financial Network, holding a ChFC® designation and a Series 63 license. He has 33 years of industry experience, including ten years at Cambridge Investment Research and over 25 years as owner of Old Dominion Insurance Solutions, a private insurance business. Weaver is also the owner and author of Not Bland, LLC, a publishing entity focused on novels. Commonwealth Financial Network serves a national network of advisors and their clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management services.

Edin Terzimehic is a financial advisor at Davenport & Company LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Davenport since 2008, following a prior role at Wachovia Securities LLC. Terzimehic serves on the Board of Directors and Finance Committee for the Visual Arts Center of Richmond, a nonprofit organization focused on community engagement through arts programs. 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 investment strategies and financial services supported by dedicated portfolio teams and committees, serving clients including banks, pension plans, trusts, and nonprofit organizations.

Kristina Palangi is a CFP®, ChFC®, and Series 66-registered advisor with 18 years of industry experience. She is currently with Davenport & Company LLC and has previously worked at Truist Advisory Services, Truist Investment Services, BB&T Securities, Bank of America, and Merrill. Outside of her advisory role, she serves on the finance and strategic planning committees of the Lakeside Park Country Club in Richmond, VA. 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 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.

David Jennings is a financial advisor with Janney Montgomery Scott in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He worked at Merrill from 1996 to 2017 before joining Janney Montgomery Scott in 2017. Jennings serves as a board member on the risk and development committees of St Michaels Episcopal School in Richmond. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base and offers brokerage services, financial planning, consulting, and multiple advisory programs supported by centralized portfolio management and in-house custody and trustee capabilities.

Ross Hasek is a financial advisor at Mercer Global Advisors Inc. in Richmond, VA, holding a Series 65 credential with two years of industry experience. He has been with Mercer Global Advisors since 2018, including roles spanning from 2018 to the present and prior to that at Virginia Tech. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, using a variety of portfolio management solutions and emphasizing tax management and multi-factor tilts.

Amanda Whately is a financial advisor with D.A. Davidson & Co. in Midlothian, VA, holding Series 63 and Series 65 licenses and having 17 years of industry experience. Her prior roles include positions at SunTrust Advisory Services, BB&T Securities, and Minnesota Life Insurance Company. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm offers comprehensive financial planning, ERISA retirement plan advisory, and a private wealth program for clients with over $20 million in net worth, operating under fiduciary standards and using both qualitative and quantitative analysis in its investment approach.

Herbert Hargroves Jr is a financial advisor at Davenport & Company LLC in Richmond, VA, with seven years of industry experience. He holds the Series 66 designation and has been with Davenport since 2012. Davenport & Company LLC is a privately held, employee-owned firm offering investment management and brokerage services to individual and institutional clients. The firm provides a range of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning through various account types and investment strategies.

Douglas Burford is a financial advisor at TLG Advisors, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Fidelity Investments, Truist Securities, and Scott & Stringfellow. Burford is also engaged as a Retirement Consultant with Lincoln Financial. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary assets, serving individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management, financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, utilizing fundamental analysis and Modern Portfolio Theory in its investment approach.

Bryan Cram is a financial advisor with Truist Advisory Services in Richmond, VA, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. His career includes extensive tenure at firms affiliated with Truist, including SunTrust and BB&T, as well as nearly 25 years at Scott & Stringfellow, Inc. 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 employs a combination of discretionary and non-discretionary manager relationships, supported by third-party platforms and AI-enabled research tools, to deliver its AMC Advantage manager-selection program and other investment solutions.