Harry Yates IV is a CFA® charterholder with 11 years of industry experience, currently serving as a financial advisor at Davenport & Company LLC in Richmond, VA. He has been with Davenport since 2015. Davenport & Company LLC provides a range of services to individual and institutional clients, including asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm organizes its asset management through dedicated portfolio manager teams and offers various investment programs such as separately managed accounts, mutual funds, and ETF model portfolios.

Joseph Keiger IV is a CFP®-certified financial advisor with six years of industry experience, currently with Davenport & Company LLC 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, and nonprofits, providing asset management, retail brokerage, public finance, and investment banking services. The firm’s asset management approach involves dedicated portfolio manager teams and a Manager Research team overseeing various strategies, including mutual funds and ETF portfolios.

Douglas Stopkey is a financial advisor with Davenport & Company LLC in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes extensive tenures at Merrill and Bank of America prior to joining Davenport in 2018. Davenport & Company serves individual and institutional clients, providing asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm combines an affiliated broker-dealer with a full advisory platform and manages a range of investment strategies, including mutual funds and separately managed accounts.

Elizabeth Jarvis is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation with 10 years of industry experience. She has been with Davenport & Company since 2015. Outside of her advisory role, she owns Wine Whimsy, a business that offers wine education and tasting classes. Davenport & Company serves individual and institutional clients by providing asset management, retail brokerage, fixed income, public finance, and investment banking services. The firm’s investment approach includes separately managed accounts, model portfolios, and mutual funds, supported by dedicated portfolio manager teams and a Manager Research team.

Wallace King Jr. is a Series 66-licensed financial advisor with Davenport & Company LLC in Richmond, VA, where he has worked since 2018. He has seven years of industry experience, including two years in the restaurant industry at Equinox Restaurant prior to joining Davenport. 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, public finance, and investment banking, with a focus on portfolio management through dedicated teams and adviser-managed mutual funds.

Justin Blackford is a CFP®-credentialed financial advisor with three years of industry experience. He is currently with Truist Advisory Services in Richmond, VA, having also worked at Truist Investment Services and Bessemer Trust Company of Florida. His experience includes roles in investment advisory services within the Truist enterprise. 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 combines discretionary and non-discretionary manager relationships, supported by AI-enabled research tools and inter-affiliate integration within the Truist platform.

Carroll Swenson is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of advising, he operates an independent contracting business selling items on eBay and Amazon. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations, offering asset allocation, investment policy analysis, and fiduciary support among other services. The firm combines discretionary manager relationships with non-discretionary consulting, supported by proprietary and third-party research and oversight teams.

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 is based in Richmond, VA. Outside of his advisory role, Mr. Ray serves on the Board of Directors and as Treasurer of the Visual Arts Center of Richmond and is a board member on the finance committee for Thrive Birth to Five, both nonprofit organizations. Davenport & Company LLC serves individual and institutional clients, including banks, pension plans, trusts, estates, nonprofits, and corporations, offering asset management, brokerage, fixed income, public finance, and advisory services. The firm’s investment approach includes dedicated portfolio manager teams and a Manager Research team that oversees a variety of strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

John Trigg is a financial advisor at Davenport & Company LLC in Richmond, VA, with five years of industry experience. He has worked at Davenport since 2018 and previously spent time at Peter-Blair Accessories and Hampden Sydney College. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, nonprofits, and corporations. The firm offers asset management, retail brokerage, fixed income, public finance, and investment banking services, with a team-based approach to portfolio management and oversight.

Stephen Halstead is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63 and Series 66 registrations and has 23 years of industry experience. Prior to his current role since 2017, he has worked within related entities of Bankers Life, including Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc., where he also serves as a branch sales manager and insurance agent. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary and non-discretionary portfolio management, as well as retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis methods to tailor asset allocations aligned with clients’ goals and risk tolerances.

Erin Antill is a financial advisor with Janney Montgomery Scott in Richmond, VA, holding a Series 63 designation and offering 11 years of industry experience. Prior to joining Janney, she worked at Wells Fargo Advisors and Wells Fargo Clearing for four years. Outside of her advisory role, she volunteers as a transport driver for rescue animals in Southern Virginia. 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, corporate and retirement plan sponsors, charitable organizations, and municipal clients—offering brokerage, financial planning, consulting, and advisory programs supported by both 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® and holds a Series 66 license, currently serving as a financial advisor at Davenport & Company LLC in Richmond, VA. He has three years of industry experience and has previously worked at 1st Source Corporation Investment Advisors, Inc. and Fulton Financial Corp. Outside of his advisory role, he manages Saturday Gameday, a social media page focused on college football, which includes limited merchandise sales. Davenport & Company LLC serves individual and institutional clients with asset management, retail brokerage, fixed income, public finance, and investment banking services. The firm’s Investment Advisory division offers separately managed accounts, model delivery to third-party platforms, financial planning, and various advisory programs.

Jerrell Smith is a financial advisor at Davenport & Company LLC with five years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing Services. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, nonprofits, and corporations, offering a range of services such as asset management, financial planning, and investment banking. The firm uses a team-based approach to portfolio management and oversees multiple mutual funds and fixed-income strategies.

Sarah Burke is a financial advisor with Schwab Wealth Advisory in Chesterfield, VA, holding Series 63 and Series 65 licenses. She has three years of industry experience, including roles at Schwab Wealth Advisory, Charles Schwab & Co., Burke Estate & Tax Law, LLC, The Haley Law Group, LLC, and TIAA-CREF. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory (SWA) program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice follows Schwab’s standard asset-allocation models and internal research, with at-least-annual client reviews and recommendations tailored to individual goals and risk tolerance.

Jonathan Stratton 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 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, and investment banking. The firm’s investment approach involves dedicated portfolio manager teams and an Investment Policy Committee that oversee multiple types of managed accounts and mutual funds.

Gregory Kish is a Certified Financial Planner (CFP®) with 27 years of industry experience. He has been with Valic Financial Advisors since 1999 and also holds a position as an agent with Agia, where he works with non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and multiple wrap programs through a large network of advisors, utilizing centralized technology and model solutions to manage assets at scale.

Dorothy Elder is a CFA® charterholder and financial advisor at Truist Advisory Services with 15 years of industry experience. She previously worked at SunTrust Advisory Services and SunTrust Bank. Elder serves as a trustee and investment committee chair for the MCV Foundation, a nonprofit supporting medical research at the Medical College of Virginia. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plans, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and research tools.

Lorenzo Huff is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has worked with SunTrust Advisory Services and SunTrust Bank since 2007. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and manager relationships.

Erin Fuselier is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 22 years of industry experience. Prior to joining Truist in 2023, she worked at Virginia Asset Management and Securian Financial Services from 2019 to 2023, and BB&T Securities from 2015 to 2019. Outside of her advisory role, Erin teaches group fitness classes at Gold's Gym and the Burkwood Recreation Association in Richmond, VA. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and uses third-party platform arrangements to support its AMC Advantage manager-selection program.