Kimberly Williams is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation with 25 years of industry experience. She has been with Davenport & Company LLC since 1992 and with its affiliated entity, Ia Davenport & Company LLC, since 2001. Davenport & Company 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 advisory services. The firm organizes its asset management around dedicated portfolio managers, an Investment Policy Committee, and a Manager Research team, providing a range of strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Tyler Bowman is a financial advisor at Truist Advisory Services with six years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at WealthForge Securities, LLC, before joining Truist Investment Services and Truist Advisory Services. Truist Advisory Services provides investment consulting and advisory services to individual, corporate, retirement plan, and charitable clients, offering asset allocation, investment policy analysis, and fiduciary support. The firm uses a combination of discretionary and non-discretionary approaches and leverages third-party platforms and AI-enabled research tools in its manager selection and oversight processes.

Coleman Wortham is a financial advisor at Davenport & Company LLC with 13 years of industry experience. He holds a Series 66 designation and has been with Davenport since 2011. Davenport & Company LLC is a privately held, employee-owned firm that provides investment management and brokerage services to individual and institutional clients. The firm offers a broad range of services including asset management, retail brokerage, public finance, investment banking, and financial planning, utilizing a variety of managed accounts, mutual funds, ETFs, and retirement solutions.

Geoffrey Sulanke is a CFA® charterholder with over 21 years of industry experience. He has been with Davenport & Company LLC since 2004. Outside of his advisory role, he is a partner in a construction equipment rental business where he handles bookkeeping, equipment purchasing, and lease negotiations. Davenport & Company LLC is a privately held, employee-owned firm that provides investment management and brokerage services to individual and institutional clients. The firm offers a wide range of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, with strategies managed by dedicated portfolio teams and oversight committees.

Derek Christmas is a financial advisor at Davenport & Company LLC with a Series 66 designation. He has less than one year of industry experience and previously held roles at Mann, Armistead & Epperson, Ltd., and Virginia Tech. Outside of finance, he worked at Salisbury Country Club, Ltd. for seven years. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, and nonprofits, providing asset management, retail brokerage, and investment banking services. The firm offers a range of advisory programs and manages mutual funds and fixed-income strategies through dedicated portfolio teams.

Michael Harripersaud is a financial advisor at Citigroup Global Markets with 15 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Citigroup Global Markets in 2022, he worked at Citibank NA from 2001 to 2022. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, providing a wide range of advisory, execution, custody, and derivatives services.

Warren Poirier is a financial advisor with Eagle Strategies (New York Life) based in Prince George, VA, holding Series 63 and Series 66 credentials and over 20 years of industry experience. He has been affiliated with New York Life Insurance Company and related entities since 2011 and operates Poirier Financial Strategies LLC since 2022. Outside of his advisory work, Poirier competes in tournament bass fishing and serves as a board member of the Hopewell-Prince George Crimesolvers, a community organization offering rewards for anonymous crime tips. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a network of affiliated advisers. The firm offers a variety of advisory programs tailored to client needs, with a significant portion of its assets managed on a non-discretionary basis.

Aidan Fitzgerald is a financial advisor at Davenport & Company LLC in Richmond, VA. He holds a Series 66 designation and has been with Davenport since 2025. His prior experience includes various roles at the University of Georgia, Northwestern Mutual, and St. Christopher's School. 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 services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning through diversified strategies and dedicated portfolio management teams.

Harry Yates IV is a CFA® charterholder with 11 years of industry experience. He has been with Davenport & Company LLC since 2015, currently serving in Richmond, VA. Davenport & Company LLC is a privately held, employee-owned firm that provides investment management and brokerage services to individual and institutional clients, including banks, pension plans, trusts, and non-profit organizations. The firm offers a broad range of services delivered through various strategies and managed accounts, combining advisory and broker-dealer activities.

Joseph Keiger IV is a CFP®-credentialed financial advisor with six years of industry experience. He is currently with Davenport & Company LLC in Richmond, VA, where he has worked since 2022. His prior experience includes roles at Hefren Tillotson and Federated Investors Inc. Davenport & Company serves individual and institutional clients such as banks, pension plans, trusts, nonprofits, and corporations. The firm offers asset management, brokerage, investment banking, and advisory services, managing portfolios through dedicated teams and providing various advisory programs including separately managed accounts and mutual funds.

Douglas Stopkey is a financial advisor at Davenport & Company LLC with 34 years of industry experience. He has held roles at Merrill and Bank of America prior to joining Davenport in 2018. He holds Series 63 and Series 65 licenses. 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 broad range of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, with investment decisions supported by dedicated portfolio teams and multiple oversight committees.

Elizabeth Jarvis is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation with nine years of industry experience. She has been with Davenport & Company since 2015. Outside of her advisory role, Jarvis owns Wine Whimsy, a business offering wine education and tasting classes. Davenport & Company LLC is a privately held, employee-owned firm providing investment management and brokerage services to individual and institutional clients. The firm employs dedicated portfolio manager teams and committees to manage a range of strategies and services, including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning.

Wallace King Jr. is a Series 66 licensed financial advisor with seven years of industry experience. He has been with Davenport & Company LLC since 2018. Prior to joining Davenport, he worked at Equinox Restaurant for two years. Davenport & Company serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations. The firm offers a range of services such as asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services.

Lachelle Moses is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She previously worked at BB&T Securities before joining Truist in 2015. Outside of her advisory role, she serves as a trustee and associate pastor at Children of God Victory Tabernacle Church, where she mentors youth and supports community affairs. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary approaches and integrates inter-affiliate resources, including its affiliated broker-dealer and bank, to deliver its AMC Advantage manager-selection program.

Joel Ray is a CFA® charterholder with 32 years of industry experience, currently serving as a financial advisor at Davenport & Company LLC since 2004. He holds Series 63 registration and is based in Midlothian, VA. Outside of his advisory role, Joel serves on the boards of the Visual Arts Center of Richmond and Thrive Birth to Five, participating on both organizations' finance committees. 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 broad range of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, utilizing a team-based investment approach with regular committee oversight.

John Trigg is a financial advisor at Davenport & Company LLC with five years of industry experience. He holds a Series 66 designation and has been with Davenport since 2018. Prior to joining Davenport, he worked at Peter-Blair Accessories and Hampden Sydney College. Davenport & Company LLC is a privately held, employee-owned firm that provides investment management and brokerage services to individual and institutional clients, including banks, pension plans, trusts, and non-profit organizations. The firm offers a broad range of services including asset management, retail brokerage, public finance, investment banking, and financial planning, utilizing various managed account strategies and investment products.

Stephen Halstead is a financial advisor with Bankers Life Advisory Services, Inc. He holds the Series 63 and Series 66 designations and has 22 years of industry experience. Halstead has been with Bankers Life Advisory Services since 2017 and has over three decades of experience with Bankers Life & Casualty, where he has also served as a branch sales manager training insurance agents. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and portfolio management strategies aligned with clients’ objectives and risk profiles.

Erin Antill is a financial advisor at Janney Montgomery Scott with 10 years of industry experience. She holds a Series 63 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of her advisory role, Erin volunteers as a transport driver for rescue animals in Southern and Central Virginia. 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, and institutional clients, offering a range of brokerage, financial planning, and advisory services supported by in-house and third-party portfolio management.

Gordon Eide is a financial advisor at Janney Montgomery Scott with 44 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Janney and its affiliated entities since 2009. Outside of his advisory work, he co-owns a rental property with his wife. Janney Montgomery Scott LLC 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, and institutional sponsors, offering brokerage, financial planning, consulting, and advisory services through multiple wrap programs and centralized asset management.

Samuel Sweeney is a CFP® professional at Davenport & Company LLC with three years of industry experience. He previously worked at 1st Source Corporation Investment Advisors and Fulton Financial Corp among other roles. Outside of his advisory work, he manages Saturday Gameday, a social media page focused on college football that also offers limited merchandise to followers. Davenport & Company serves individual and institutional clients, providing asset management, brokerage, fixed income, public finance, and investment banking services. The firm organizes its asset management through portfolio manager teams and research groups, offering a range of advisory programs including separately managed accounts and mutual funds.