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 Bradshaw Private Client Specialist John W. Cooper, CFP® Private Client Advisor William M. Coxe, Jr., CRPC™ Private Client Advisor John R. Decker, CFA® Director of Equity Investment Committee Brian L. Disher, CFP® Director of Wealth Management Kalisse L. Evert Marketing & Events Specialist David A. Halloran, CFA® ETF Portfolio Strategist Investment Committee Denise H. Lollis, CPFA® Chief Operating Officer Chief Compliance Officer Lessa E. O’Dell Portfolio Operations Manager Quintin A. Pile, CPA, CFP® Private Client Advisor John Proctor Client Portfolio Advisor Dr. Mark K. Pyles, CFA® Financial Consultant Ethan M. Sperry Operations and Trading Associate K. Diane Symmes Private Client Administrator Walter B. Todd, III President, Chief Investment OfficerInvestment Committee John D. Wiseman Director of Fixed IncomeInvestment Committee