Dennis Tarrant is a financial advisor at Davenport & Company LLC with 40 years of industry experience. He has been with Davenport since 2006 and holds Series 63 and Series 65 designations. Davenport & Company serves individual and institutional clients including banks, pension plans, trusts, estates, nonprofits, and corporations, offering asset management, brokerage, fixed income, public finance, and investment advisory services. The firm’s asset management approach involves dedicated portfolio manager teams and an Investment Policy Committee, managing strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Adam Layne is a financial advisor at Janney Montgomery Scott with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Janney since 2009, following prior roles at Citigroup Global Markets and Legg Mason Wood Walker. Outside of his advisory work, he participates in ride sharing services. 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 and offers a range of brokerage, financial planning, and advisory services delivered through both in-house portfolio management and third-party managers.

Aniyah Payne is a financial advisor at Davenport & Company LLC with two years of industry experience. She holds a Series 66 designation and previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Prior to her advisory career, she gained experience in various roles including positions at Kindercare and several restaurant-related businesses. Davenport & Company serves individual and institutional clients such as banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations. The firm offers asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services through a platform that includes separately managed accounts, model portfolios, and mutual funds.

William Valentine is a Series 66 licensed financial advisor at Davenport & Company LLC with nine years of industry experience. He has worked at Davenport since 2019 and previously held positions at Bank of America and Merrill Lynch. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, nonprofits, and corporations, offering asset management, brokerage, fixed income, public finance, and investment banking services. The firm’s investment approach includes dedicated portfolio manager teams and a manager research group that oversees separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Stacey Berkley is a financial advisor at Davenport & Company LLC with nine years of industry experience. She holds a Series 66 designation and has worked at Davenport since 2017, following three years at The Bank of Southside Virginia. Davenport & Company serves individual and institutional clients, offering a range of asset management, brokerage, and advisory services. The firm is employee-owned and manages multiple mutual funds alongside various separately managed account strategies.

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 with Truist and its predecessor firms since 2017, including roles at BB&T Securities, Wells Fargo Clearing, and First Clearing. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and third-party manager selection through its AMC Advantage program. The firm combines discretionary and non-discretionary approaches and integrates inter-affiliate resources to support clients.

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 13 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing for eight years before joining &Partners in 2024. &Partners serves a broad range of individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and ERISA 3(21) consulting through both discretionary and non-discretionary approaches, utilizing a combination of proprietary and third-party strategies.

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 with one year of industry experience. He holds the Series 66 designation and is based in Richmond, VA. His prior work experience includes roles at Truist Investment Services, Professional Recruiting International, and Pepsico. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools.

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 in Richmond, VA, holding a Series 66 designation with 13 years of industry experience. He has been with Davenport since 2012. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, and nonprofits, offering a range of services such as asset management, retail brokerage, fixed income, public finance, and investment banking. The firm’s asset management is structured around dedicated portfolio management teams and provides separately managed accounts, model portfolios, and advisory programs, in addition to managing multiple mutual funds and fixed-income strategies.

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 with Davenport & Company LLC in Richmond, VA, holding Series 63 and Series 65 credentials and bringing 52 years of industry experience. He has been with Davenport & Company LLC since 1987. Davenport & Company serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations. The firm offers asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services, with a focus on separately managed accounts, mutual funds, ETF portfolios, and unified managed accounts.

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 worked at Oppenheimer since 2010 and previously spent three years with Wells Fargo Clearing. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a variety of investment and retirement services with both discretionary and non-discretionary management, and maintains custody of client assets while operating its broker-dealer and advisory businesses.

Brian O’Neal is a financial advisor at Davenport & Company LLC with 22 years of industry experience. He has held positions at Davenport since 2022 and previously worked at SunTrust Advisory Services and SunTrust Investment Services from 2013 to 2022. He holds Series 63 and Series 65 licenses. Davenport serves individual and institutional clients, including banks, pension plans, trusts, and nonprofits, offering asset management, retail brokerage, fixed income, public finance, and investment banking services. The firm’s investment approach involves dedicated portfolio manager teams and an Investment Policy Committee that oversee strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Timothy Coggeshall is a financial advisor with Davenport & Company LLC in Richmond, VA, holding Series 63 and Series 65 designations and 34 years of industry experience. He has been with Davenport & Company since 1999. Davenport & Company 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, fixed income, public finance, and investment banking and advisory services. The firm’s asset management features dedicated portfolio manager teams and diversified strategies across separately managed accounts, model portfolios, mutual funds, ETFs, and unified managed accounts.