Walter Spencer Robertson

Founded in 1964, Sterne, Agee & Leach, Inc. is a full service investment firm and registered broker/dealer headquartered in Birmingham, Alabama. The firm's expertise includes retail and institutional brokerage services, investment banking and underwriting, secondary trading of corporate, municipal, and government securities and market making in over-the-counter stocks. The firm is a member of the NYSE and FINRA.

Scott & Stringfellow, Inc. (SS), founded in 1893, is a full service regional brokerage and investment banking firm that serves individual, institutional, corporate and municipal clients. In 1999, the firm became part of BB&T Corporation (NYSE: BBT). They manage the CHOICE portfolios and the BB&T Special Opportunities Fund

McGriff Insurance Services, Inc. provides life, health, title, and business insurance brokerage services. It offers commercial and personal insurance products. The company was founded in 1922 and is headquartered in Raleigh, NC.

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.

Founded in 1893, Scott & Stringfellow LLC is a broker/dealer headquartered in Richmond, Virginia. The firm is a division of BB&T Capital Markets and their ultimate parent is BB&T Corp., (NYSE: BBT).The firm provides investment advising on stocks, bonds, money markets, municipal bonds and annuities. They provide a full array of trading and execution services. Scott & Stringfellow does not provide any internal research.

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.

Westminster-Canterbury On Chesapeake Bay is a non-profit life care community for active retirees aged 62 and over. The Stone Rehabilitation Center, located within the community, is equipped with state-of-the-art equipment and techniques to aid in recovery. The private company is located in the US. The community also offers memory care services for residents dealing with Alzheimer's.