Our Team A Team dedicated to exceeding your expectation. Melissa D. Bane, CPA, CFP®, PFS®, ChFC Senior Private Client Advisor Justin R. Bartanus Investment Associate John E. Beale, Jr. Compliance Manager Claud W. (Will) Bond, IV Senior Trading Manager Callie M. Bradshaw Private Client Specialist John W. Cooper, CFP® Senior Private Client Advisor William M. Coxe, Jr., CRPC™ Private Client Advisor John R. Decker, CFA® Director of Equity Investment Committee Germein De Sario Private Client Administrator Brian L. Disher, CFP® Director of Wealth Management Kalisse L. Evert Marketing Manager Denise H. Lollis, CPFA® Chief Operating OfficerChief Compliance Officer John B. Proctor, Jr. Client Portfolio Advisor Dr. Mark K. Pyles, CFA® Director of Multi-Asset Strategies Ethan M. Sperry Operations and Trading Associate K. Diane Smith Private Client Administrator Walter B. Todd, III President, Chief Investment OfficerInvestment Committee John D. Wiseman Director of Fixed IncomeInvestment Committee