James Crawley is a financial advisor at Davenport & Company LLC in Richmond, VA, holding Series 63 and Series 65 licenses with 38 years of industry experience. He has been with Davenport & Company since 1989. Outside of his advisory work, he serves as Vice President and Secretary of the Walter J. Payne Foundation, a 501(c) charitable organization in Virginia, where he provides all investment advice. Davenport & Company serves individual and institutional clients such as banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations by offering asset management, retail brokerage, fixed income, public finance, and investment banking services. The firm’s asset management is structured around portfolio manager teams and research groups, managing a range of strategies and mutual funds while combining brokerage and advisory platforms.

Christina Horsley is a financial advisor with Eagle Strategies (NY Life) located in Mechanicsville, VA. She holds a Series 66 credential and has 11 years of industry experience. She currently operates under the DBA The Path Financial Strategies LLC, providing investment-related services. Eagle Strategies serves individual and institutional clients through a large network of affiliated investment adviser representatives, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations across multiple program types and manages the majority of its assets on a non-discretionary basis.

Brenda Clarke is a CFP® with 28 years of industry experience, currently serving with Truist Advisory Services since 2021. She previously held roles at Bb&T Securities, LLC and Scott & Stringfellow, LLC. 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 platforms and AI-enabled tools to support investment decisions.

David Powers is a CFP®-certified financial advisor with 10 years of industry experience. He is currently with Davenport & Company LLC and has previously worked at Truist Advisory Services, Truist Investment Services, INC., BB&T Securities, and Armstrong, Fleming & Moore Inc. Powers serves on the Board of Directors for the Maggie L. Walker Governor's School for Government & International Studies Foundation. Davenport & Company LLC provides asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services to individual and institutional clients. The firm employs dedicated portfolio manager teams and research groups to manage strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Rhonda Dickson is a financial advisor with Truist Advisory Services based in Richmond, VA, holding Series 63 and Series 65 credentials and possessing 29 years of industry experience. She has worked at SunTrust Advisory Services since 2016 and has been with SunTrust Investment Services since 2008. Outside of her advisory role, she teaches line dancing at a local community center, owns and operates a dance studio and event space, serves on the board of a nonprofit organization focused on hunger relief, and assists with the management of a family contracting business. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Kevin Bennett is a CFA® charterholder and holds a Series 66 license. He has 18 years of industry experience and has been with Davenport & Company LLC for 10 years. Davenport & Company serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations, offering 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 a Manager Research team that oversee a range of strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Kevin Hopkins is a financial advisor at Davenport & Company LLC with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Davenport since 2019, following a three-year tenure at Wells Fargo. Davenport serves individual and institutional clients with a range of services including asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s asset management offerings include separately managed accounts, model portfolios, and mutual funds managed by dedicated portfolio teams and supported by research and oversight committees.

Lianne Recchia is a financial advisor at Davenport & Company LLC in Richmond, VA, with nine years of industry experience. She holds a Series 66 designation and has been with Davenport since 2016. Recchia serves on the finance committee of Girls on the Run Greater Richmond. Davenport & Company serves individual and institutional clients, offering asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm manages portfolios through dedicated teams and provides a range of strategies including separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Courtney Rogers is a financial advisor at Davenport & Company LLC with 33 years of industry experience. She has been with Davenport since 1998. Outside of her advisory role, she serves as secretary and treasurer for both the Lonesome Three Hunt Club and the University of Alabama Alumni Richmond Chapter. Davenport serves individual and institutional clients by providing asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s asset management is supported by dedicated portfolio teams and offers a variety of managed account solutions, mutual funds, and municipal bond strategies.

Viet Bac Nguyen is a Series 66 licensed advisor at Truist Advisory Services with 15 years of industry experience. He has worked at Truist Advisory Services and its predecessor entities since 2013 and previously spent a year at Long and Foster. Outside of his advisory role, Nguyen works as a driver for Uber. 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 and non-discretionary consulting, utilizing third-party platforms and AI-enabled research tools to support its AMC Advantage manager-selection program.

Lisa Miranda is a Series 66-licensed financial advisor with TIAA-CREF in Richmond, VA, where she has worked since 2014. She has 19 years of industry experience. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with pre-existing retirement plan relationships. The firm offers a separation between one-time planning services and ongoing portfolio management through model or customized portfolios under a fiduciary standard.

James Branch Jr. is a financial advisor with Davenport & Company LLC in Richmond, VA, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Davenport & Company LLC since 1989. Outside of his advisory role, he serves as a board member of the Cabell Foundation and ChildSavers, a mental health foundation for children, and is the managing partner of a family investment company. Davenport & Company LLC serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations, providing a range of services such as asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s asset management is structured around dedicated portfolio manager teams, with offerings including separately managed accounts, mutual funds, ETF model portfolios, and unified managed accounts.

Tabitha Watson is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and possessing 30 years of industry experience. She previously worked at Sterne Agee in various capacities from 2011 to 2022 before joining Truist in 2022. Outside of her advisory role, she is a 50% partner in a property renovation and flipping business. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary manager relationships, supported by AI-enabled research tools and inter-affiliate integration with Truist Investment Services and Truist Bank.

Elizabeth Pollard is a financial advisor at Davenport & Company LLC with 27 years of industry experience. She holds the CFP® designation along with Series 63 and 65 licenses and has been with Davenport since 2006. Outside of her advisory role, she serves as an agility judge for the American Kennel Club and is president of the Central Virginia Agility Club, where she leads the board and organizes agility competitions. Davenport & Company serves individual and institutional clients with a range of services including asset management, retail brokerage, fixed income, public finance, and investment banking. The firm’s investment approach involves dedicated portfolio teams and comprehensive oversight through its Investment Policy Committee and Manager Research team, offering multiple advisory programs and managing six affiliated mutual funds.

William Sharp is a financial advisor at Davenport & Company LLC with 19 years of industry experience. He holds the Series 66 designation and has worked at Davenport since 2021. His prior experience includes roles at Truist Investment Services and Clearview Correspondent 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, retail brokerage, public finance, and investment banking. The firm’s investment approach involves dedicated portfolio manager teams and an Investment Policy Committee that oversees strategies across separately managed accounts, mutual funds, and ETFs.

Julian Hillery III is a CFA® charterholder with 17 years of industry experience, currently serving as a financial advisor at Davenport & Company LLC since 2014. He holds the Series 66 and Series 63 licenses and is based in Richmond, VA. Davenport & Company LLC provides asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services to a range of clients including individuals, institutions, nonprofits, and corporations. The firm’s investment approach involves dedicated portfolio manager teams and a Manager Research team, offering strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Jenny Croxton is a Series 66 licensed advisor with Truist Advisory Services in Richmond, VA, with six years of industry experience. She has been with Truist Advisory Services and Truist Investment Services since 2021 and previously worked at BB&T Securities since 2005. 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 platforms and AI-enabled research tools, to deliver its investment programs.

Charles Gold is a financial advisor with Truist Advisory Services in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 58 years of industry experience. He has been with Truist and its affiliated entities since 2013, previously working at BB&T Securities, LLC. 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 platforms and AI-enabled research tools.

Robert Smith is a financial advisor with Truist Advisory Services in Richmond, VA, holding Series 63 and Series 66 licenses and 25 years of industry experience. His prior roles include positions at Bb&T Securities, LLC and Scott & Stringfellow, Inc. He has worked at Truist Advisory Services and Truist Investment Services since 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and uses AI-enabled research tools and integrated inter-affiliate services in its investment approach.

Sharon Jett is a financial advisor at Davenport & Company LLC with 26 years of industry experience. She has been with Davenport since 1999. Outside of her advisory role, she is a consultant for a skin care and aromatherapy business in Colorado. Davenport 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 an Investment Policy Committee that oversee various strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.