R. Altaffer

Lowe, Brockenbrough & Co., Inc. (LB&C) is an independent, SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded by Austin Brockenbrough III in 1970. LB&C provides customized and holistic investment management and advisory solutions to high-net worth individuals, trusts, retirement plans, foundations, endowments, investment companies and other legal entities such as pooled investment vehicles for which an affiliate serves as the general partner.

KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY.

Bankers Insurance LLC provides personal, health, casualty, and property insurance services. The firm offers property, professional, and general liability coverage services. The company was founded in 1999 and is headquartered in Glen Allen, VA.

American Bankers Association, Inc. represents, assists and provides support services to banks of different sizes and charters. Its membership includes community, regional, and money center banks and holding companies, as well as savings associations, trust companies, and savings banks. The company was founded in 1875 and is headquartered in Washington, DC.

The Colonial Williamsburg Foundation provides an immersive and authentic 18th-century experience for guests, making it the largest outdoor educational living museum in the country. The non-profit company is based in Williamsburg, VA and has subsidiaries in the United States. Clifford B. Fleet has been the CEO of the company since 2020.

Williamsburg Landing Corp. provides continuing care retirement services. It offers continuum of care through independent residential living, ambulatory care, home health services, emergency medical assistance, assisted living, special care, memory support, skilled nursing care and long-term care. The company was founded in 1985 and is headquartered in Williamsburg, VA.

W. Ellery Kellum, Inc. produces and sells oysters and seafood. The private company is based in Weems, VA.

RJS & Associates, Inc. is a commercial real estate brokerage based in Williamsburg, VA. The American company specializes in providing retail space, office space, industrial property, and land to their clients.

Virginia Bankers Association is an organization which helps provide solutions to aid in resolving differences, unifying efforts, and accomplishing objectives. The company was founded in 1893 and is headquartered in Glen Allen, VA.

The Community Foundation, Inc. operates as a community foundation that provides stewardship services for endowments. The firm works with donors and partner organizations to address needs through grant making, leadership and community development programs. It administers charitable grant-making funds established by individuals and corporations for the purpose of benefiting non-profit community organizations. The company was founded in 1968 and is headquartered in Richmond, VA.

Part of Chesapeake Financial Shares, Inc. (Maryland), Chesapeake Bank is a community bank headquartered in Kilmarnock, VA. Jeffrey M. Szyperski has been the CEO of the company since 1990. Chesapeake Bank primarily serves as a lender to small businesses and operates 15 community banks in the Northern Neck, Middle Peninsula, Williamsburg, and other regions. The bank has been recognized as one of the top 200 community banks and a best bank to work for by American Banker in 2019. Chesapeake Bank employs 235 associates and encourages each one to live according to the bank’s “it’s all about community” approach. The company also offers credit processing and ABL financing.

Heritage Wealth Advisors LLC (Heritage) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Richmond, Virginia. The firm was founded in 2005 by Dee Ann Remo. Heritage offers investment advisory services to individuals, high net worth individuals, families, trusts and estates, business entities, non-profit organizations, retirement plans and other profit-sharing plans.

Chesapeake Financial Group, Inc., do-business-as Chesapeake Wealth Management, is a wealth management firm headquartered in Williamsburg, Virginia. The firm was founded in 1973 and they are a subsidiary of Chesapeake Financial Shares, Inc. (OTCMKTS: CPKF). Chesapeake Wealth Management provides wealth management services to private individuals and institutional clients.

Chesapeake Wealth Management LLC provides investment advice. The private company is based in Lutherville, MD.

Circle S Studio, Inc. provides marketing and design agency services. The private company is based in Richmond, VA. The CEO of the company is Susan Quinn.