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.

Brian Jasinkiewicz is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Hornor, Townsend & Kent, LLC. He previously worked for Northwestern Mutual and its affiliated entities for 11 years. In addition to his advisory role, Brian provides consulting services focused on business, philanthropy, intellectual property, and public speaking. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm’s platform includes third-party asset manager relationships and both discretionary and non-discretionary account options, supported by its dual SEC-registered adviser and FINRA-member broker-dealer status.

Justin Blackford is a CFP®-credentialed financial advisor with three years of industry experience, currently with Truist Advisory Services in Richmond, VA. His prior experience includes roles at Bessemer Trust Company of Florida and Truist Investment Services, among others. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, utilizing third-party platforms and AI-enabled research tools to support its investment solutions.

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.

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 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.

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® 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.

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.

Jeffrey Hammer is a CFP® and ChFC® with 14 years of experience in financial services. He is currently with Hornor, Townsend & Kent, LLC and previously worked at Northwestern Mutual in several capacities over 14 years. Outside of his advisory role, he is CEO of Hammer Forte Consulting, LLC, which provides consulting services in business, philanthropy, intellectual property, and public speaking. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a broad advisory platform that includes third-party asset manager relationships and both discretionary and non-discretionary account options. The firm offers financial planning, retirement plan consulting, and brokerage services, with dual registration as an SEC-registered adviser and FINRA-member broker-dealer.

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.

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.

Harrison Geho is a financial advisor at Davenport & Company LLC in Richmond, VA, with 32 years of industry experience. He has been with Davenport since 2000 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved as president of the Wrights Island Game Association, a recreational property for hunting, camping, and fishing. Davenport serves individual and institutional clients, including banks, pension plans, trusts, and nonprofits, providing asset management, brokerage, financial planning, and advisory services. The firm operates through dedicated portfolio manager teams and offers a range of investment strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Harry Byrd IV is a financial advisor at Truist Advisory Services with 24 years of industry experience. He holds a Series 66 designation and has worked at Truist Advisory Services since 2021, after previously serving at Bb&T Securities and Scott & Stringfellow. Outside of his advisory work, Byrd serves as a board member for Winchester Cold Storage and as treasurer for the Virginia Capitol Foundation. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager relationships supported by third-party platforms and AI-enabled research tools.

Carl Modecki Jr. is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and 18 years of industry experience. His prior roles include positions at CitiGroup Global Markets, Wells Fargo Bank, and First Citizens Investor Services. Outside of his advisory work, he serves as Chair of the Henrico County Republican Committee. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a blend of discretionary and non-discretionary approaches and integrates third-party manager platforms, supported by AI-enabled equity research and supervisory oversight.

Richard Crittenden Jr. is a financial advisor with Janney Montgomery Scott in Richmond, VA, holding Series 63 and Series 65 licenses and 42 years of industry experience. He has been with Janney Montgomery Scott since 2009. 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, and charitable organizations, offering brokerage, financial planning, consulting, and advisory services through a combination of in-house and third-party portfolio management.

Shane Cason is a CFP® and holds a Series 66 license with 24 years of experience in the financial industry. He has worked at Davenport & Company LLC since 2017, following prior roles at Bank of America and Merrill. 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, public finance, and investment banking, with a portfolio management approach supported by dedicated teams and an Investment Policy Committee.