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Principal | President & Chief Investment Officer

Principal | Director of Wealth Management

Principal | Director of Wealth Strategies & Chief Compliance Officer

Director of Wealth Management

Director of Wealth Management, Portfolio Manager

Director of Research

Compliance Manager

Senior Client Associate

Senior Client Associate

ASA W. GRAVES VII, CFA®

Principal | President & Chief Investment Officer

J. DOUGLAS LIGHT

Principal | Director of Wealth Management

JEFFREY G. LENHART, JD, LLM, CFP®

Principal | Director of Wealth Strategies & Chief Compliance Officer

A. WESLEY GRAVES, VI

Director of Wealth Management

Ashley "Ash" Heatwole,
CFA®

Director of Wealth Management &
Portfolio Manager

JASON FINK, PHD

Director of Research

KATHLEEN M. GRAVES, JD

Compliance Manager

ANGELA MOATS

Senior Client Associate

KARA MORGAN

Senior Client Associate

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