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.

Nicholas Guyer is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation with three years of industry experience. Prior to joining Davenport in 2021, he worked at EY from 2017 to 2021 and was affiliated with Virginia Tech University from 2016 to 2017. Davenport & Company 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, and investment banking and advisory services, with a focus on separately managed accounts and model portfolio strategies.

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.

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 at Davenport & Company LLC with 11 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at Davenport & Company since 2015, with brief tenures at HMHC LLC and Capital One. 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 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.

Julie Preston is a financial advisor with Davenport & Company LLC in Richmond, VA, holding Series 63, 65, and 66 credentials and 20 years of industry experience. She has been with Davenport & Company since 2008. 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, non-profits, and corporations. The firm offers a variety of investment strategies and financial services delivered through managed accounts, mutual funds, ETFs, and retirement solutions.

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 at Kestra Advisory Services with seven years of industry experience. She holds a Series 66 designation and has worked with firms including Commonwealth Financial Network, The Beran Group, and Connelly Financial Services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual clients, with services ranging from fiduciary consulting and plan design to employee education and pooled plan solutions. 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 in Richmond, VA, holding Series 63 and Series 66 licenses with 34 years of industry experience. He has been with Davenport & Company LLC since 1998 and associated with Davenport & Company of Virginia, Inc. since 1985. 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 non-profits. The firm offers a variety of services such as asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, utilizing dedicated portfolio teams and multiple investment 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® and holds a Series 66 license, with eight years of industry experience. He has worked at Davenport & Company LLC since 2018 and previously held positions at CoStar Group and Specialty Coating and Laminating. Branch serves as a director and investment committee member for The Cabell Foundation and is a board member for ChildSavers. Davenport & Company 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 advisory division provides separately managed accounts, model delivery, and financial planning, supported by portfolio manager teams and an Investment Policy Committee.