Edgar Dortch Garrard

Citibank NA engages in the provision of banking services. It offers retail and commercial banking; credit cards; banking, capital markets, and advisory; markets and securities services; private banking; and treasury and trade solutions. The company was founded on June 16, 1812 and is headquartered in New York, NY.

Chase Investment Counsel Corp. (Chase) is an independent, SEC-registered investment advisor headquartered in Charlottesville, Virginia. Chase was founded by Derwood S. Chase, Jr. in 1957 to provide investment management to individuals and families throughout Virginia.

Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors.

Burke & Herbert Bank & Trust Co. (BHT) is the investment management subsidiary of Burke & Herbert Bank & Trust Co. (Virginia) (OTCMKTS: BHRB). The firm is headquartered in Alexandria and has branches throughout the State. Founded in 1852 by the Burke and Herbert families, BHT provides investment advisory services to individuals, families and businesses in the Northern Virginia area.

Palladium Partners LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Norfolk, Virginia. The firm was founded in 2008 by Katherine Willis and they do business as Palladium Registered Investment Advisors. Palladium Partners provides discretionary portfolio management services to individuals, high net-worth individuals, trusts, estates, 401K plans, corporate pension and profit-sharing plans, Taft-Hartley plans, charitable institutions, foundations, endowments, corporations and other businesses.

AllianceBernstein LP (AB) is a SEC-registered investment advisor and mutual fund manager headquartered in Nashville, Tennessee. Founded in 2000, the firm is owned by Equitable Financial Life Insurance Co., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). AB provides investment advice to investment companies, pension and profit-sharing plans, banks and thrift institutions, trusts, estates, government agencies, charitable organizations, individuals, corporations and other business entities.

RxEye AB sells cloud-based information technology services for remote viewing of medical images. It develops a web service for exchanging services and expertise between different hospitals and physicians. The company was founded by Sten Magnus Hök and Ulf Lars Harald Hertin in September 2010 and is headquartered in Stockholm, Sweden.

Caravel Concepts LLC is a financial planning software company that offers CMPAS, an asset allocation and financial planning software that uses cutting-edge technology and artificial intelligence to optimize investment strategies for individual clients. Caravel Concepts is based in Midlothian, VA, and the CEO of the company is Paul Michael Jones. The software is designed by financial professionals for financial professionals, making customization efficient and easy to execute across even the largest advisory practices. Additionally, the company offers MAPS, a goal-based financial planning tool that provides financial advisors with a partner for financial planning and investment management for each client they serve.

Part of Barclays PLC, E.F. Hutton & Co., Inc. is a company that provides investment and financial services. The company is based in Providence, RI.

TD Bank NA provides investing and banking services. Its offerings include personal, small banking, and commercial services through online banking, bills payments, mobile banking, savings & deposit, digital payments, loans and lines of credit, treasury and management services, checking accounts, government banking, and leasing and equipment finance. The company was founded in 1852 and is headquartered in Cherry Hill, NJ.

The Northwestern Mutual Life Insurance Co. (Northwestern Mutual) is an insurance company headquartered in Milwaukee, Wisconsin. Founded in 1857, Northwestern Mutual and their subsidiaries offer a holistic approach to financial security solutions such as life insurance, long-term care insurance, disability insurance, annuities, investment products and advisory products and services.

Prudential Financial Services Ltd. operates as an investment holding company. The company is headquartered in London, the United Kingdom.

RiverFront Investment Group LLC is a SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded in 2007 and is owned primarily by their employees through RiverFront Investment Holding Group LLC. Baird Financial Corp. is a minority owner of RiverFront Investment Holding Group, and therefore an indirect owner of the firm. RiverFront provides investment advice to a wide range of clients which includes, but not limited to, individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and corporations. They also serve as sub-adviser to investment companies.

Part of TowneBank, Towne Financial Services Group LLC provides vacation property management services. The company is based in Virginia Beach, VA. William T. Morrison has been the CEO of the company since 2022.

The University of Tampa, Inc. functions as a college/university that offers undergraduate and graduate studies. The company was founded in 1931 and is headquartered in Tampa, FL.

Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors.

Gulf Oil LP operates as a wholesaler of refined petroleum products. It offers heating oil, diesel fuel, kerosene, premium dieselect, and gasoline products. It also produces a line of lubricants, including motor oils and specialty products, such as turbine oils, transformer oils, roll oils, textile oils, paper machine lubricants, steam cylinder lubricants, zinc-free oils, two-cycle oils, antifreeze products, and chain saw oils. The company was founded in 1901 and is headquartered in Framingham, MA.

Part of Bank of the James Financial Group, Inc., Bank of the James (Lynchburg, Virginia) is a state chartered commercial bank. The company is based in Lynchburg, VA. Robert R. Chapman has been the CEO of the company since 1998.