Stuart Porterfield is a financial advisor with &Partners, holding Series 65 and Series 63 licenses and 28 years of industry experience. His prior roles include positions at D.A. Davidson & Co., Rockwood Consulting, and RiverFront Investment Group. &Partners serves a diverse client base including individual investors, retirement plans, charitable organizations, and sovereign wealth funds. The firm provides investment advisory and brokerage services using a blend of proprietary and third-party models, employing fundamental, technical, and quantitative analysis in portfolio management.

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.

Brian Jasinkiewicz is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Hornor, Townsend & Kent, LLC since 2025. Prior to joining HTK, he worked at Northwestern Mutual in various roles from 2014 to 2025. Outside of his advisory work, Jasinkiewicz provides consulting services in business, philanthropy, intellectual property, and public speaking through Hammer Forte Consulting, LLC. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with advisory services utilizing third-party asset manager platforms, financial planning, and retirement plan consulting. The firm emphasizes client-directed implementation and oversight, managing a majority of client assets on a non-discretionary basis.

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.

Walker Smithson is a financial advisor with Commonwealth Financial Network in Richmond, VA, holding a Series 66 license and three years of industry experience. His prior work includes positions at Fidelity Investments and Davenport & Company LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm supports its advisors with operations, technology, investment management, and compliance services, while offering diverse discretionary model portfolios and program options.

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 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.

Jerrell Smith is a financial advisor at Davenport & Company LLC with five years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing Services. 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 variety of services, including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, with investment decisions supported by dedicated portfolio manager teams and a weekly Investment Policy Committee.

Sarah Burke is a financial advisor with Schwab Wealth Advisory and holds Series 65 and Series 63 licenses. She has three years of industry experience, including roles at Charles Schwab & Co., Inc. and Burke Estate & Tax Law, LLC. Prior to joining Schwab Wealth Advisory, she worked at The Haley Law Group, LLC for nine years. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews and investment recommendations using Schwab’s standard asset allocation models and research tools. The firm operates as an internal advisory unit within Charles Schwab, conducting at least annual account reviews without exercising discretionary trading authority.

Jonathan Stratton is a financial advisor with Davenport & Company LLC in Richmond, VA, holding a Series 66 designation and 19 years of industry experience. He has been with Davenport & Company since 2004. 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 range of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning through various investment vehicles and tailored strategies.