Ryan Blankenship is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation with 11 years of industry experience. He has been with Davenport since 2014. Davenport serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations, providing asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s asset management is organized around portfolio manager teams, an Investment Policy Committee, and a Manager Research team, overseeing various strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

David Lee is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and 12 years of industry experience. His prior roles include positions at HSBC Securities, JP Morgan Chase, Bank of America/Merrill Lynch, LPL Financial, and M&T Bank Corporation. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs along with broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains in-house research, security-pricing, and market roles that differentiate it from peers.

Julie Apple is a financial advisor with Davenport & Company LLC in Richmond, VA, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. She has been with Davenport & Company since 2004. 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 an investment approach organized around portfolio manager teams, an Investment Policy Committee, and a Manager Research team.

Mary Katherine Luu is a financial advisor at Janney Montgomery Scott with 25 years of industry experience. She holds a Series 66 designation and has been with Janney Montgomery Scott since 2015. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple wrap/advisory programs.

Timothy Reyes is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation with six years of industry experience. He worked at Sterling Capital for ten years before joining Davenport in 2023. 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 employs dedicated portfolio manager teams and a Manager Research team to oversee strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Vincent Moore is a financial advisor with Truist Advisory Services in Richmond, VA, holding Series 63 and Series 66 designations and bringing 15 years of industry experience. He has worked at SunTrust Advisory Services since 2016 and SunTrust Investment Services since 2008. Outside of his advisory role, he plays bass guitar in a country music band called the Morgan Linsey Band. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, offering services such as asset allocation, fiduciary support, and a manager-selection program. The firm integrates discretionary and non-discretionary management solutions supported by AI-enabled research and maintains a distinctive inter-affiliate operating structure.

Lily Silva is a financial advisor at Davenport & Company LLC with four years of industry experience. She holds Series 65 and Series 63 credentials and has previously worked at LPL Financial and Vaught, Spangler, and Associates Financial Services. Outside of finance, her background includes work in hospitality and education sectors. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, and nonprofits, providing asset management, brokerage, fixed income, public finance, and advisory services. The firm’s Investment Advisory division offers separately managed accounts, model delivery, financial planning, and other advisory programs.

Debra Pollock is a CFP® with 18 years of industry experience, currently serving at Truist Advisory Services. She has been with SunTrust Advisory Services since 2016 and has worked at various SunTrust entities since 2012. 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 arrangements and leveraging third-party platforms and AI-enhanced research tools.

Brandon Covey is a financial advisor with Truist Advisory Services in Richmond, VA, holding a Series 66 designation and over 20 years of industry experience. He has worked with Truist and its predecessor firms since 2011. Outside of his advisory role, Brandon is a member of a two-person acoustic band. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, participant advice, and a manager-selection program that combines discretionary and non-discretionary approaches supported by AI-enabled research tools and extensive inter-affiliate integration.

Michael Coggeshall is a financial advisor at Davenport & Company LLC in Richmond, VA. He holds a Series 66 designation and has been with Davenport since 2026. His prior experience includes roles at Octagon, ESL Facelt Group, and Augusta National Golf Club. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, and nonprofits, providing asset management, brokerage, fixed income, public finance, and investment banking services. The firm’s advisory platform includes separately managed accounts, model delivery, and financial planning, supported by dedicated portfolio teams and a manager research group.

Clark Halladay Jr. is a CFA® charterholder with three years of industry experience, currently serving as a financial advisor at Davenport & Company LLC in Richmond, VA. His prior work includes roles at Thompson, Siegel & Walmsley LLC and Markel Corporation. Davenport & Company LLC provides asset management, retail brokerage, fixed income, public finance, and investment banking services to individual and institutional clients, including banks, pension plans, trusts, and nonprofits. The firm’s advisory services feature separately managed accounts, model delivery, financial planning, and mutual fund management, supported by dedicated portfolio teams and research resources.

Charles Finfgeld Jr. is a financial advisor with Commonwealth Financial Network in Richmond, VA. He holds a Series 66 designation and has recently entered the industry, with prior experience primarily at InVirtus Wealth Partners and Commonwealth Financial Network since 2024. Before his advisory career, he worked at Virginia Tech and Midlothian High School. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and a broad client base. The firm offers a comprehensive adviser-support platform with access to discretionary and nondiscretionary managed-account programs, third-party asset managers, retirement consulting, and custody services.

George Rapp is a financial advisor with Valic Financial Advisors in Richmond, VA, holding Series 63 and Series 65 designations and possessing 26 years of industry experience. He has been with Valic Financial Advisors since 2000 and has also held a role at Agia since 2022. Outside of his advisory work, he is involved with non-securities insurance products through his position at Agia. Valic Financial Advisors serves 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 wrap programs, utilizing a large network of advisors and a technology-driven investment platform.

Synovia Bell is a financial advisor at Truist Advisory Services with Series 65 and Series 63 credentials and one year of industry experience. Prior to joining Truist, she held various roles at the University of South Carolina and BrightHouse Financial. She is the founder of ROCSA, an organization that assists small businesses in Washington, DC with fundraising efforts. 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 third-party platforms.

Hank Strickler is a financial advisor with Truist Advisory Services in Richmond, VA, holding a Series 66 designation and 10 years of industry experience. His career includes roles at Truist Investment Services, Suntrust Investment Services, Bank of America, and Merrill. 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 supported by integrated inter-affiliate platforms and research tools.

Karli Woodcock Tench is a financial advisor at Davenport & Company LLC with two years of industry experience. She holds a Series 66 designation and began her career at Davenport in 2024. Prior to joining the firm, she worked in education and community organizations, including Chesterfield County Public Schools and Brandermill Church. Davenport & Company serves individual and institutional clients such as banks, pension plans, trusts, estates, nonprofits, and corporations. The firm offers asset management, brokerage, fixed income, investment banking, and advisory services, managing portfolios through dedicated teams and providing access to mutual funds, ETFs, and municipal bond strategies.

John Jones II is a financial advisor at Merrill with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Merrill and Bank of America, N.A. since 2015. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Ashley Morris is a CFP® professional with 11 years of industry experience. She currently advises at Edelman Financial Engines and previously worked at Facet Wealth, The Vanguard Group, Inc., and Keatley Wealth Management, LLC. Morris serves as an honorary board member of the JC Morris Family Foundation, a charitable organization providing educational assistance for underserved minors. Edelman Financial Engines offers technology-driven investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, providing diversified portfolios, rebalancing, and both discretionary and non-discretionary management options.

Lynne Jennings serves as a Wealth Management Senior Relationship Manager at Fidelity Investments. In her current role, she focuses on providing customized services to sophisticated clients, aiming to support their long-term financial well-being through tailored, high-touch relationships. Her professional experience spans over three decades in the financial industry, including positions such as Vice President and Branch Leader at Fidelity Investments from 2016 to 2022, Senior Relationship Manager at Fidelity Investments from 2010 to 2016, and various trading and account management roles at firms including Wachovia Securities First Clearing Corp, GE Financial Capital Brokerage, Wheat First Union Capital Markets, and Branch Cabell and Co. No information regarding her education, credentials, personal interests, or community involvement has been provided.

Maria Komianos is a financial advisor with Merrill in Richmond, VA, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. She has been with Merrill since 2010. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.