Andrew Mcculley

Meghan Councill is a financial advisor at Davenport & Company LLC with 14 years of industry experience. She holds a Series 66 designation and has been with Davenport since 2011. Councill serves on the board of the Obici Healthcare Foundation, participating in multiple committees including Investment, Audit, Governance, and the Executive Board as Secretary. Davenport & Company LLC is a privately held, employee-owned firm providing investment management and brokerage services to individual and institutional clients. The firm offers a range of investment strategies and financial planning services, supported by dedicated portfolio management teams and an active Investment Policy Committee.

Jason Rebbe is a financial advisor with Raymond James Financial Services Advisors, Inc. in Franklin, VA. He holds Series 63 and Series 66 designations and has 22 years of industry experience, including 16 years at Edward Jones prior to joining Raymond James in 2019. Outside of his advisory work, he serves as president of Nottoway Financial Group LLC and is an officer and treasurer for Sussex/Southampton Little League Baseball. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset allocation analysis and firm research to develop tailored financial plans and recommendations.

James Stephenson is a financial advisor with Primerica Advisors in Windsor, VA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 1987 and has prior experience with J Russell Stephens and IOWSO. Outside of his advisory role, he is a co-owner of MH Holland Farm in Windsor, VA. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of discretionary separately managed accounts. The firm employs a wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Leah Beth Williams is a financial advisor with LPL Financial in Courtland, VA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has been with LPL Financial since 2013 and previously worked for Bronco Federal Credit Union from 2000 to 2017. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a broad platform that combines advisory and brokerage services.

Elaine Fenters is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following nine years at WELLS FARGO Advisors, LLC. Outside of finance, she has been an instructor and choreographer at the Contemporary School of Dance since 2003. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory options. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Kyle Black is a financial advisor at Edward Jones in Franklin, VA, holding Series 63 and Series 66 licenses with 12 years of industry experience. His career includes roles at Wells Fargo Advisors LLC and Bank of America, N.A., before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs and investment solutions. The firm is notable for its extensive nationwide network of advisors and branches, as well as its affiliated capabilities including trust services, mutual funds, and securities-based lending.