Courtney Orensky is a financial advisor with Davenport & Company LLC in Richmond, VA, holding Series 63 and Series 66 credentials and 26 years of industry experience. She has been with Davenport & Company since 1999. Davenport & Company serves individual and institutional clients with services including asset management, retail brokerage, fixed income, public finance, and investment banking. The firm employs dedicated portfolio manager teams and an Investment Policy Committee to manage a range of strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Kevin Boll III is an advisor at Davenport & Company LLC and holds a Series 66 designation. He has recently entered the financial industry, starting his career in 2025. Prior to joining Davenport, his work history includes roles at Costar Group and South Fork Lodge, as well as time as a student at Wake Forest University. Davenport & Company LLC serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations. The firm offers asset management, brokerage, fixed income, public finance, and investment banking services, with asset management organized around portfolio manager teams and a Manager Research team overseeing various investment strategies and products.

David Gray is a financial advisor with Truist Advisory Services in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes long-term roles at Scott & Stringfellow, Inc. and Bb&T Securities, LLC, along with his current position at Truist since 2013. 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.

Aleeyah Richie is a financial advisor at Empower Advisory Group with three years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. in roles from 2021 to 2024. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, offering integrated services tied to Empower’s recordkeeping and administrative platforms. The firm’s approach focuses on long-term portfolio returns and client savings rates, with options for both standalone financial plans and managed accounts.

Carl Ramsey is a CFP® with 22 years of industry experience and has been with Davenport & Company LLC since 2008. He is based in Richmond, VA, and holds Series 63 and Series 65 licenses. 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. The firm’s investment advisory division focuses on separately managed accounts, model delivery to third-party platforms, and financial planning, supported by dedicated portfolio manager teams and a Manager Research group.

Amanda St John is a financial advisor at Davenport & Company LLC in Richmond, VA, holding Series 63 and Series 65 licenses with 20 years of industry experience. She has been with Davenport & Company since 2006. 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. The firm’s investment advisory division provides separately managed accounts, model delivery, financial planning, and other advisory programs.

John Sullivan is a CFP® and ChFC® professional with 23 years of experience in the financial services industry. He has been with Truist Advisory Services since 2016 and also holds a role at Truist Investment Services starting in 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and AI-enabled research tools, to deliver its investment solutions.

Amanda Meeker is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation with one year of industry experience. She has been with Davenport since 2024 and has previous experience at Carney's. Davenport & Company serves individual and institutional clients such as banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations. The firm offers a range of services including asset management, retail brokerage, fixed income, public finance, investment banking, and advisory programs, with investment strategies managed by dedicated portfolio teams and a Manager Research team.

Tyler Clark is a financial advisor at Davenport & Company LLC in Richmond, VA, holding Series 66 and Series 63 licenses with three years of industry experience. His prior experience includes six years at Envestnet MoneyGuide before joining Davenport. Davenport & Company LLC serves individual and institutional clients, providing a range of asset management, brokerage, fixed income, public finance, and advisory services. The firm’s investment approach involves dedicated portfolio teams and a research-driven process, managing strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Kelsey Bottoms is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation with seven years of industry experience. She has worked at Davenport since 2017, with a brief period outside the firm, and has prior experience at Virginia Tech and Pocahontas State Park. Davenport & Company LLC serves individual and institutional clients, providing asset management, brokerage, fixed income, and investment banking and advisory services. The firm’s investment approach includes dedicated portfolio manager teams and a Manager Research group that oversee a range of strategies including separately managed accounts, mutual funds, and ETFs.

Christopher Pearson is a CFA® charterholder and holds the Series 66 designation, with 19 years of industry experience. He has been with Davenport & Company LLC since 2006. Pearson serves as a director of The Pearson Family Foundation, where he has a limited role in the decision-making process. Davenport & Company LLC serves individual and institutional clients by providing asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s investment approach includes dedicated portfolio manager teams and various managed account strategies, and it acts as adviser to six mutual funds while offering both fee-based and commission-based account options.

Kylie Roman is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC since 2024. Prior to joining Rockefeller Financial, she worked at Truist Advisory Services and BB&T Securities. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm offers a range of portfolio management and financial planning services, operating as both an investment adviser and a registered broker-dealer with capabilities in placement and investment banking.

Coleman Wortham III is a financial advisor at Davenport & Company LLC in Richmond, VA, holding Series 63 and Series 65 credentials with 56 years of industry experience. He has been with Davenport & Company since 1969. Wortham serves as a trustee of the Children's Hospital Foundation and is a director at Green Tops Sporting Goods, a hunting and sporting goods store. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, nonprofits, and corporations, offering asset management, brokerage, public finance, and advisory services. The firm structures its investment management through dedicated portfolio teams and supports multiple account types, including separately managed accounts and mutual funds.

Eric Wolf is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His prior work includes roles at Charles Schwab and LPL Financial. In addition to advisory services, Mr. Wolf holds an insurance license and may recommend insurance products on a commission basis, separate from his investment advisory work. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, retirement consulting, and access to various advisory programs. The firm employs a fiduciary model using both in-house and third-party managers, supported by technology platforms and a range of investment strategies.

Burnett Miller IV is a financial advisor at Truist Advisory Services with 23 years of industry experience. He holds the Series 66 designation and has worked at various affiliated entities including BB&T Securities and SunTrust Advisory Services. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary manager relationships, supported by third-party platforms and AI-enabled research tools, to deliver investment solutions.

Dennis Tarrant is a financial advisor at Davenport & Company LLC with 40 years of industry experience. He has been with Davenport since 2006 and holds Series 63 and Series 65 designations. Davenport & Company serves individual and institutional clients including banks, pension plans, trusts, estates, nonprofits, and corporations, offering asset management, brokerage, fixed income, public finance, and investment advisory services. The firm’s asset management approach involves dedicated portfolio manager teams and an Investment Policy Committee, managing strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Adam Layne is a financial advisor at Janney Montgomery Scott in Richmond, VA, with 30 years of industry experience. He has been with Janney Montgomery Scott and its LLC predecessor since 2009 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he has participated in ride-sharing services as a driver. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and multiple advisory programs.

Aniyah Payne is a financial advisor at Davenport & Company LLC with two years of industry experience. She holds a Series 66 designation and previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Prior to her advisory career, she gained experience in various roles including positions at Kindercare and several restaurant-related businesses. Davenport & Company 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 and advisory services through a platform that includes separately managed accounts, model portfolios, and mutual funds.

William Valentine is a Series 66 credentialed financial advisor with nine years of industry experience, currently practicing at Davenport & Company LLC in Richmond, VA. He has prior experience at Bank of America and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Davenport & Company serves individual and institutional clients, offering asset management, retail brokerage, fixed income, public finance, and investment banking services. The firm manages various investment strategies through dedicated portfolio teams and oversees six Davenport mutual funds, combining affiliated broker-dealer capabilities with a full advisory platform.

Stacey Berkley is a financial advisor at Davenport & Company LLC with nine years of industry experience. She holds a Series 66 designation and has worked at Davenport since 2017, following three years at The Bank of Southside Virginia. Davenport & Company serves individual and institutional clients, offering a range of asset management, brokerage, and advisory services. The firm is employee-owned and manages multiple mutual funds alongside various separately managed account strategies.