Kyle Harrison Black

Meghan Councill is a financial advisor at Davenport & Company LLC with 15 years of industry experience. She holds a Series 66 designation and has been with Davenport since 2011. Outside of her advisory role, she serves on the Board of Directors for the Obici Healthcare Foundation, participating in several committees including Investment, Audit, Governance, and Executive, where she holds the position of Secretary. Davenport & Company serves individual and institutional clients with services including asset management, retail brokerage, fixed income, public finance, and investment banking. The firm structures its asset management through dedicated portfolio teams and offers a range of strategies across separately managed accounts, ETFs, mutual funds, and unified managed accounts.

Jason Rebbe is a financial advisor at Raymond James Financial with 23 years of industry experience. He previously worked at Edward Jones from 2003 to 2019 before joining Raymond James in 2019. Outside of advising, he serves as president of Nottoway Financial Group LLC and is treasurer for the Sussex/Southampton Little League Baseball board. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Andrew McCulley is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2018. His prior experience includes roles at Bronco Federal Credit Union and the College of William and Mary. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third‑party asset management, and institutional platforms, supporting advisors with a wide range of investment strategies and operational tools.

James Stephenson is a financial advisor with Primerica Advisors in Windsor, VA, holding Series 63 and Series 65 licenses and 39 years of industry experience. He has been associated with Primerica Advisors and Primerica Financial Services since 1987 and operated his own practice, James Russell Stephenson, since 1999. Outside of advisory work, he is a co-owner of MH Holland Farm, committing a small portion of his time monthly. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-driven investment strategies managed by third parties and supports trading and custody through BNY Mellon Advisors and Pershing.

Leah Beth Williams is a financial advisor with LPL Financial in Franklin, VA, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. She has been with LPL Financial since 2013 and previously worked at Bronco Federal Credit Union for 17 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies.

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.