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.

James Harris is a CFP® with one year of industry experience, currently serving as a financial advisor at Davenport & Company LLC in Richmond, VA. Prior to his current role, he held various positions including a brief tenure at First Citizens Bank and experience at Danville Distributing Company, Inc. Davenport & Company LLC 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 services, with an investment advisory division that provides separately managed accounts, model delivery, financial planning, and other advisory programs.

Nicholas Guyer is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation with three years of industry experience. He previously worked at EY for four years and spent time at Virginia Tech University. Davenport & Company serves individual and institutional clients, offering asset management, retail brokerage, and advisory services. The firm provides a range of investment strategies through dedicated portfolio teams and manages multiple mutual funds and fixed-income portfolios.

Brian Gates is a CFP® professional at Truist Advisory Services with 27 years of industry experience. He has worked in various roles within Truist and its predecessor firms since 2006. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager relationships and third-party platforms.

John Spooner is a financial advisor with TIAA-CREF in Richmond, VA, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His prior experience includes roles at Massachusetts Mutual Life Insurance Company, Ameritas Life Insurance Corp., Wells Fargo, and its clearing division. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with employer retirement plan relationships. The firm combines point-in-time financial planning with ongoing portfolio management, offering both model-based and customized investment strategies.

Danielle Browne is a financial advisor at Wealthspire Advisors with a Series 66 designation and one year of industry experience. Her previous roles include positions at Edward Jones, Pinion, Fiduciary Counselling, Inc., and Wolcott Rivers Gates. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets and serving nearly 9,700 clients. The firm provides wealth management, financial planning, retirement-plan consulting, and other advisory services, employing an institutional-style asset allocation approach modeled on endowments and foundations.

Geoffrey Gardner is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His tenure includes multiple roles at Guardian Life Insurance Company and Park Avenue Securities dating back to 2013. Outside of his advisory work, he occasionally sells insurance products through Consolidated Planning, Inc. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a wholly owned subsidiary of The Guardian Life Insurance Company of America. The firm provides brokerage, financial planning, retirement consulting, and investment advisory services to individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporate clients.

Chad Harris is a financial advisor with Davenport & Company LLC in Richmond, VA, holding Series 63, 65, and 66 licenses and 12 years of industry experience. He has worked at Davenport & Company in two separate periods totaling nine years, along with roles at HMHC LLC and Capital One. 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 services, with an advisory platform that includes separately managed accounts, financial planning, and mutual fund management.

Julie Preston is a financial advisor at Davenport & Company LLC in Richmond, VA, holding Series 63, 65, and 66 designations with 20 years of industry experience. She has been with Davenport & Company since 2008. Davenport & Company serves individual and institutional clients with a range of services including asset management, retail brokerage, public finance, and investment banking. The firm’s investment advisory division offers separately managed accounts, financial planning, and model delivery through dedicated portfolio manager teams and a Manager Research team.

John Hensley Jr. is a financial advisor with Empower Advisory Group in Richmond, VA, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior firms include Park Avenue Securities and Guardian Life Insurance Company. Outside of finance, he occasionally works as a vocalist and voice teacher. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders, delivering integrated services linked to Empower’s administrative platforms.