Justin Perez is a financial advisor at Truist Advisory Services with one year of industry experience. He holds the Series 66 designation and is based in Richmond, VA. His prior work experience includes roles at Truist Investment Services, Professional Recruiting International, and Pepsico. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools.

Douglas Gebhardt is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation with 13 years of industry experience. He has been with Davenport since 2012. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, and nonprofits, offering a range of services such as asset management, retail brokerage, fixed income, public finance, and investment banking. The firm’s asset management is structured around dedicated portfolio management teams and provides separately managed accounts, model portfolios, and advisory programs, in addition to managing multiple mutual funds and fixed-income strategies.

Cary Daly is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and 19 years of industry experience. His prior work includes roles at Equitable Advisors, AXA Advisors, LLC, and Lincoln Financial Advisors Corporation. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platform arrangements.

John Landry is a financial advisor with Davenport & Company LLC in Richmond, VA, holding Series 63 and Series 65 credentials and bringing 52 years of industry experience. He has been with Davenport & Company LLC since 1987. Davenport & Company serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations. The firm offers asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services, with a focus on separately managed accounts, mutual funds, ETF portfolios, and unified managed accounts.

Brian O’Neal is a financial advisor at Davenport & Company LLC with 22 years of industry experience. He has held positions at Davenport since 2022 and previously worked at SunTrust Advisory Services and SunTrust Investment Services from 2013 to 2022. He holds Series 63 and Series 65 licenses. Davenport serves individual and institutional clients, including banks, pension plans, trusts, and nonprofits, offering asset management, retail brokerage, fixed income, public finance, and investment banking services. The firm’s investment approach involves dedicated portfolio manager teams and an Investment Policy Committee that oversee strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Zachary Hess is a financial advisor at First Command Advisory Services with Series 63 and Series 65 licenses and one year of industry experience. His background includes service in the United States Navy from 2021 to 2025 and various roles in the retail and service sectors prior to joining First Command. First Command Advisory Services, Inc. serves individuals, corporate, and charitable clients with a focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs, using a centralized investment team to design and manage model portfolios with discretionary authority granted by clients.

Timothy Coggeshall is a financial advisor with Davenport & Company LLC in Richmond, VA, holding Series 63 and Series 65 designations and 34 years of industry experience. He has been with Davenport & Company since 1999. Davenport & Company serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations, offering a range of services such as asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s asset management features dedicated portfolio manager teams and diversified strategies across separately managed accounts, model portfolios, mutual funds, ETFs, and unified managed accounts.

James Harris is a CFP® with one year of industry experience, currently serving as a financial advisor at Davenport & Company LLC in Richmond, VA. Prior to his current role, he held various positions including a brief tenure at First Citizens Bank and experience at Danville Distributing Company, Inc. Davenport & Company LLC serves individual and institutional clients such as banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations. The firm offers asset management, retail brokerage, fixed income, public finance, and investment banking services, with an investment advisory division that provides separately managed accounts, model delivery, financial planning, and other advisory programs.

Nicholas Guyer is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation with three years of industry experience. He previously worked at EY for four years and spent time at Virginia Tech University. Davenport & Company serves individual and institutional clients, offering asset management, retail brokerage, and advisory services. The firm provides a range of investment strategies through dedicated portfolio teams and manages multiple mutual funds and fixed-income portfolios.

John Richardson is a financial advisor with Empower Advisory Group in Henrico, VA. He holds Series 63 and Series 66 licenses and has 15 years of industry experience. Prior to joining Empower, he worked at GWFS Equities, Bank of America, Merrill, Beecroft and Bull, and Wells Fargo Advisors. Outside of finance, Richardson works as a fitness instructor and personal trainer, teaching indoor cycle classes and training clients on fitness goals. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm’s approach emphasizes long-term portfolio returns and integrates tightly with Empower’s recordkeeping and administrative platforms.

Danielle Browne is a financial advisor at Wealthspire Advisors with one year of industry experience. She holds the Series 66 designation and previously worked at Edward Jones, Pinion, Fiduciary Counselling, Inc., and Wolcott Rivers Gates. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients, including individuals, corporate and pension plans, nonprofits, and foundations. The firm uses an institutional-style asset allocation framework with a diversified mix of investments and provides tailored wealth management, financial planning, and retirement consulting services.

Chad Harris is a financial advisor with Davenport & Company LLC in Richmond, VA, holding Series 63, 65, and 66 licenses and 12 years of industry experience. He has worked at Davenport & Company in two separate periods totaling nine years, along with roles at HMHC LLC and Capital One. Davenport & Company serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations. The firm offers asset management, retail brokerage, fixed income, public finance, and investment banking services, with an advisory platform that includes separately managed accounts, financial planning, and mutual fund management.

Julie Preston is a financial advisor at Davenport & Company LLC in Richmond, VA, holding Series 63, 65, and 66 designations with 20 years of industry experience. She has been with Davenport & Company since 2008. Davenport & Company serves individual and institutional clients with a range of services including asset management, retail brokerage, public finance, and investment banking. The firm’s investment advisory division offers separately managed accounts, financial planning, and model delivery through dedicated portfolio manager teams and a Manager Research team.

Kimberly Young is a financial advisor with Kestra Advisory Services holding a Series 66 license and eight years of industry experience. Her prior roles include positions at Commonwealth Financial Network, The Beran Group, and Enoch Group. She is also associated with Connelly Financial Group, where she manages client relationships. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services such as fiduciary consulting, plan design, compliance testing, and advisor-managed accounts. The firm serves large institutional investors, including sovereign wealth funds, and supports multiple management platforms alongside third-party solutions.

James Moore Jr. is a financial advisor at Davenport & Company LLC with 34 years of industry experience. He has been with Davenport & Company LLC since 1998 and also has a long tenure with Davenport & Company of Virginia, Inc. beginning in 1985. He holds Series 63 and Series 66 licenses. Davenport & Company serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations. The firm offers asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services, with a portfolio management structure that supports various managed account and mutual fund strategies.

Thomas Branch is a CFP® with eight years of industry experience, currently serving as a financial advisor at Davenport & Company LLC in Richmond, VA. Prior to joining Davenport in 2018, he worked at CoStar Group and Specialty Coating and Laminating. He is involved with The Cabell Foundation as a director and investment committee member, and serves on the board of ChildSavers. Davenport & Company LLC serves individual and institutional clients, offering asset management, brokerage, financial planning, and investment banking services. The firm combines portfolio manager teams with research and advisory capabilities, managing multiple mutual funds and fixed-income strategies within an employee-owned structure.

Melanie Nunnally is a financial advisor with Truist Advisory Services in Richmond, VA, holding a Series 66 designation and 25 years of industry experience. Her career includes roles at Truist Investment Services, SunTrust Advisory Services, and Scott & Stringfellow, Inc. She has been with Truist Advisory Services since 2021. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non‑discretionary consulting, supported by third‑party platform agreements and AI-enabled research tools.

Edward Grosso is a CFP® professional with 26 years of experience in financial advising. He is currently with Steward Partners Investment Advisory, LLC and has held roles at Steward Partners Investment Solutions, Raymond James Financial Services, and Wells Fargo Advisors. Grosso is also the owner of Webster Grosso Wealth Management, a support company based in Midlothian, VA. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves a diverse client base including individuals, pension plans, corporations, trusts, and charitable organizations, offering a range of investment advisory and financial planning services with both discretionary and non-discretionary portfolio management options.

Jon Mcelhaney is a CFA® charterholder and holds a Series 66 license with 27 years of industry experience. He has worked at Davenport & Company LLC since 2019 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Davenport & Company LLC serves individual and institutional clients, including banks, pension plans, trusts, estates, nonprofits, and corporations, offering asset management, retail brokerage, fixed income, public finance, and investment banking services. The firm’s asset management includes separately managed accounts, mutual funds, ETF models, and unified managed accounts, supported by dedicated portfolio teams and research groups.

James Sanderson is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation with 20 years of industry experience. He has been with Davenport & Company since 2004. Davenport & Company serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations, providing asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s asset management is structured around specialized portfolio teams and offers a range of strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.