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 Richardson is a financial advisor with Empower Advisory Group in Henrico, VA. He holds Series 63 and Series 66 licenses and has 15 years of industry experience. Prior to joining Empower, he worked at GWFS Equities, Bank of America, Merrill, Beecroft and Bull, and Wells Fargo Advisors. Outside of finance, Richardson works as a fitness instructor and personal trainer, teaching indoor cycle classes and training clients on fitness goals. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm’s approach emphasizes long-term portfolio returns and integrates tightly with Empower’s recordkeeping and administrative 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.

Trevor Vick is a financial advisor at Janney Montgomery Scott with three years of industry experience. He holds a Series 66 designation and has worked in various roles including positions in the food service and landscaping industries prior to joining Janney. 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Kimberly Young is a financial advisor with Kestra Advisory Services holding a Series 66 license and eight years of industry experience. Her career includes roles at Commonwealth Financial Network and The Beran Group, as well as client management responsibilities at Connelly Financial Group. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan-level investment advice, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

James Moore Jr. is a financial advisor at Davenport & Company LLC with 34 years of industry experience. He has been with Davenport & Company LLC since 1998 and also has a long tenure with Davenport & Company of Virginia, Inc. beginning in 1985. He holds Series 63 and Series 66 licenses. 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 portfolio management structure that supports various managed account and mutual fund strategies.

Linda Poole is a financial advisor with Eagle Strategies (NY Life) in Glen Allen, VA, holding Series 63 and Series 66 licenses and with nine years of industry experience. She has worked with New York Life Insurance Company, NYLIFE Securities LLC, and currently operates Victory Formation Insurance and Financial Services, LLC. Outside of her advisory role, Poole volunteers as a board member of Safe Harbor, an organization serving individuals affected by domestic violence, and is active in the Delta Sigma Theta Sorority, a service sorority focused on community service. Eagle Strategies serves a diverse client base that includes individual investors, institutional clients, and retirement plans, providing financial planning, investment management, and retirement advisory services. The firm offers tailored solutions through various program types, emphasizing fiduciary responsibilities and largely managing assets on a non-discretionary basis.

Walter Dance is a financial advisor with Eagle Strategies (NY Life) based in Glen Allen, VA. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to his career in financial services, he spent 11 years operating Dance's Sporting Goods. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of advisory programs tailored to client objectives and emphasizes non-discretionary asset management within an integrated New York Life affiliate structure.

Thomas Branch is a CFP® with eight years of industry experience, currently serving as a financial advisor at Davenport & Company LLC in Richmond, VA. Prior to joining Davenport in 2018, he worked at CoStar Group and Specialty Coating and Laminating. He is involved with The Cabell Foundation as a director and investment committee member, and serves on the board of ChildSavers. Davenport & Company LLC serves individual and institutional clients, offering asset management, brokerage, financial planning, and investment banking services. The firm combines portfolio manager teams with research and advisory capabilities, managing multiple mutual funds and fixed-income strategies within an employee-owned structure.

James Cann is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He has been with Truist Advisory Services since 2016 and with Truist Bank since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation, investment policy analysis, plan sponsor fiduciary support, and a manager-selection program. The firm combines discretionary and non-discretionary approaches, leveraging third-party platforms and AI-enabled research tools, with a focus on inter-affiliate integration and comprehensive supervisory oversight.