Aniyah Payne is a financial advisor at Davenport & Company LLC with one year of industry experience. She holds a Series 66 designation and previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Outside of finance, her background includes roles in education and the restaurant industry. 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, and financial planning, with investment decisions made by portfolio manager teams supported by an Investment Policy Committee.

William Valentine is a financial advisor at Davenport & Company LLC with nine years of industry experience. He holds a Series 66 designation and has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, N.A. prior to joining Davenport in 2019. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, and nonprofits, providing asset management, brokerage, public finance, and investment advisory services. The firm employs dedicated portfolio manager teams and an Investment Policy Committee to oversee a range of strategies across separately managed accounts, mutual funds, and ETFs.

Stacey Berkley is a financial advisor at Davenport & Company LLC with nine years of industry experience. She holds the Series 66 designation and has worked at Davenport since 2017, following three years at The Bank of Southside Virginia. Davenport 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, with a focus on separately managed accounts and advisory programs.

Roxanne Judge is a financial advisor at Truist Advisory Services with 10 years of industry experience. She holds the Series 66 designation and has worked previously with BB&T Securities and Wells Fargo Advisors. 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, using third-party platforms and AI-enabled research tools to support its investment approach.

Ann Marie Norman is a financial advisor with Truist Advisory Services in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has held positions at multiple Truist entities and their predecessors, including Truist Securities, SunTrust Advisory Services, and BB&T Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary approaches, employs third-party platforms and manager arrangements, and integrates inter-affiliate resources to support its AMC Advantage manager-selection program.

Catherine Taylor is a financial advisor at &Partners with 12 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. &Partners serves a diverse client base including individual, institutional, and sovereign wealth fund clients, offering both advisory and brokerage services. The firm employs a range of investment strategies utilizing proprietary and third-party models and combines multiple roles as broker-dealer, registered investment advisor, and municipal advisor.

Don Damron is a financial advisor with Eagle Strategies (NY Life) in Glen Allen, VA, holding Series 63 and Series 66 designations and 19 years of industry experience. He has worked with Eagle Strategies since 2020 and has been affiliated with New York Life and NyLife Securities since 2006 and 2007, respectively. Outside of advising, Damron serves as the head coach of the Kanawha Football Organization. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types tailored to client objectives, including work with defined contribution and defined benefit plans, and emphasizes non-discretionary asset management within an integrated New York Life affiliate structure.

Justin Perez is a financial advisor at Truist Advisory Services in Richmond, VA, holding a Series 66 designation with one year of industry experience. Prior to his current role, he has worked in various positions including at Professional Recruiting International, Chipotle Mexican Grill, and Pepsico, as well as running JP Landscaping LLC. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plans, and charitable organizations. The firm utilizes both discretionary and non-discretionary approaches, supported by third-party platforms and AI-enabled research tools, and offers specialized programs such as the AMC Advantage for clients seeking third-party manager appointments.

Christopher Voegelin is a CFP®-certified financial advisor with 11 years of industry experience, currently working at Truist Advisory Services. He has worked at SunTrust Advisory Services and SunTrust Investment Services since 2014. Voegelin serves as a board member of Richmond Christian School, a K-12 private nonprofit institution, where he is involved in budgeting, policy development, and oversight of school administration. 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 offers asset allocation, investment policy analysis, fiduciary support, and manager-selection programs through a combination of discretionary and non-discretionary approaches, supported by integrated third-party platforms and AI-enabled research tools.

Roger Skeen Jr. is a financial advisor with Truist Advisory Services in Richmond, VA, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been with Truist Advisory Services since 2016 and with Truist Investment Services, Inc. since 2012. Outside of his advisory role, he serves as president of the Richmond Area Bicycle Association, a nonprofit that organizes community rides and distributes bicycles to children in need. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program, using a combination of discretionary and non-discretionary approaches supported by inter-affiliate relationships and third-party platforms.

Douglas Gebhardt is a financial advisor at Davenport & Company LLC with 12 years of industry experience. He holds a Series 66 designation and has been with Davenport since 2012. Davenport & Company LLC is a privately held, employee-owned firm providing investment management and brokerage services to individual and institutional clients, including banks, pension plans, trusts, and non-profits. The firm offers a variety of services such as asset management, retail brokerage, public finance, investment banking, and financial planning, with investment decisions made by dedicated portfolio teams supported by an Investment Policy Committee.

Cary Daly is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and 19 years of industry experience. His prior work includes roles at Equitable Advisors, AXA Advisors, LLC, and Lincoln Financial Advisors Corporation. 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 platform arrangements.

Carolyn Robinson is a financial advisor at TLG Advisors, Inc. with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Simplicity Investments, Lincoln Financial, Lincoln Financial Advisors, Mass Mutual Investors Services, and METLIFE SECURITIES Inc. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets, serving individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm combines fundamental analysis and Modern Portfolio Theory in its investment approach and offers services including portfolio management, estate planning, and ERISA fiduciary services alongside a direct-to-consumer program called Starlight Portfolios.

Robert Hardesty Jr. is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 credentials and 22 years of industry experience. Prior to joining Wealth Enhancement Group and Wealth Enhancement Advisory Services in 2023, he spent 18 years at The Burney Company. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a wide range of clients, including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement plan consulting, employing a strategic investment process that combines passive and active managers guided by an internal Investment Committee.

John Landry is a financial advisor at Davenport & Company LLC with Series 63 and Series 65 licenses and 51 years of industry experience. He has been with Davenport & Company LLC since 1987. Davenport & Company LLC is a privately held, employee-owned firm providing 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, fixed income, public finance, investment banking, and financial planning, with investment decisions made by dedicated portfolio manager teams supported by an Investment Policy Committee.

Daniel Heller is a financial advisor with Oppenheimer in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Oppenheimer since 2010. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services with investment solutions tailored through strategic and tactical asset allocation, manager selection, and various investment vehicles.

Brian O'Neal is a financial advisor at Davenport & Company LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Davenport & Company since 2022. His prior experience includes roles at SunTrust Advisory Services and SunTrust Investment 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 through multiple investment strategies and managed accounts.

Aaron Williams is a financial advisor at Valic Financial Advisors with a Series 66 designation and two years of industry experience. He has worked in various roles, including positions at Williams Group Solutions and Agia, where he serves as an agent for non-securities insurance products. Williams is also a business owner in the consumer goods sector, specializing in 3D-printed collectibles and custom parts. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving 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 discretionary unified managed accounts through a large network of advisors, leveraging centralized technology and model solutions to serve a broad client base.

Timothy Coggeshall is a financial advisor at Davenport & Company LLC in Richmond, VA, holding Series 63 and Series 65 licenses with 33 years of industry experience. He has been with Davenport & Company since 1999. 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 nonprofits. The firm offers a broad range of services such as asset management, financial planning, and public finance, using portfolio manager teams supported by an Investment Policy Committee.

James Harris is a CFP® and Series 66 credentialed advisor at Davenport & Company LLC with one year of industry experience. He has been with Davenport since 2022, including his current role since 2026. Davenport & Company serves individual and institutional clients such as banks, pension plans, trusts, and nonprofits, offering asset management, brokerage, financial planning, and advisory services. The firm manages a range of portfolios through dedicated teams and provides mutual funds, fixed-income strategies, and public finance services.