Lucy Hooper is a financial advisor with Davenport & Company LLC in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. She has been with Davenport since 1981. Outside of her advisory role, Hooper serves as Chair of the Investment Committee for Randolph College, co-treasurer of Grace Church in Kilmarnock, VA, and Chair of the Board and Trustee for Randolph-Macon Academy. Davenport & Company serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations, offering asset management, brokerage, fixed income, public finance, and investment advisory services. The firm organizes asset management around portfolio manager teams and research, managing separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Matthew Rubin is a financial advisor with Eagle Strategies (NY Life) in Glen Allen, VA, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has been with Eagle Strategies since 2021 and has worked with Nylife Securities LLC and New York Life Insurance Company since 2013. Rubin serves as a board member of the FORE Foundation, assisting with fundraising and coordinating local community charity events. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of its assets managed on a non-discretionary basis.

Kenneth Gregory is a financial advisor at Davenport & Company LLC in Richmond, VA, holding Series 63 and Series 65 licenses with 43 years of industry experience. He has been with Davenport & Company for 37 years. Outside of his advisory role, he serves as Treasurer of the Fishing Bay Yacht Club and is involved with River Road Presbyterian Church as a Finance Committee member and Endowment Fund trustee. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, and nonprofits, offering asset management, brokerage, fixed income, public finance, and investment banking services. The firm manages portfolios through dedicated teams and oversees multiple mutual funds and fixed-income strategies.

John Ackerly IV is a CFA® charterholder with 32 years of industry experience. He has been with Davenport & Company LLC in Richmond, VA since 1994. Ackerly serves as a finance committee member and board member for St. Joseph’s Villa, a children's nonprofit organization. Davenport & Company LLC serves individual and institutional clients, including banks, pension plans, trusts, estates, nonprofits, and corporations. The firm offers asset management, retail brokerage, fixed income, public finance, and advisory services through dedicated portfolio teams and a Manager Research group.

Colleen Stephenson is a financial advisor at Davenport & Company LLC with 13 years of industry experience. She holds a Series 66 designation and has been with Davenport since 2006. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, estates, nonprofits, and corporations. The firm offers asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services, with investment strategies managed by dedicated portfolio teams and an Investment Policy Committee.

Nicholas Giordano is a financial advisor with &Partners who holds the Series 66 designation and has 15 years of industry experience. He previously worked at Wells Fargo Advisors LLC for 19 years and at Ampersand Partners. Outside of advising, he is an author of a book titled "Around Starting Your Career" and co-owner of a fictional screenplay writing project based in Philadelphia. &Partners serves a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and ERISA consulting, utilizing a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts.

Kimberly Williams is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation with 25 years of industry experience. She has been with Davenport & Company since 1992 and has served in her current role since 2001. Davenport & Company serves individual and institutional clients by providing asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s investment approach includes dedicated portfolio manager teams, an Investment Policy Committee, and a Manager Research team that oversees multiple investment strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Philip Baxley is a financial advisor at TIAA-CREF with 15 years of industry experience. He holds a Series 66 designation and has been with TIAA-CREF since 2014. The firm serves individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often through clients’ existing employer-sponsored retirement plans. TIAA-CREF offers financial planning and managed account programs that include discretionary portfolio management and maintains a fiduciary standard tailored to the services provided.

Tyler Bowman is a financial advisor at Truist Advisory Services with six years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at WealthForge Securities, LLC, before joining Truist Investment Services and Truist Advisory Services. Truist Advisory Services provides investment consulting and advisory services to individual, corporate, retirement plan, and charitable clients, offering asset allocation, investment policy analysis, and fiduciary support. The firm uses a combination of discretionary and non-discretionary approaches and leverages third-party platforms and AI-enabled research tools in its manager selection and oversight processes.

Coleman Wortham is a financial advisor at Davenport & Company LLC with 14 years of industry experience. He holds a Series 66 designation and has been with Davenport since 2011. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, nonprofits, and corporations. The firm offers a range of services such as asset management, retail brokerage, fixed income, public finance, and investment banking, with its asset management organized around dedicated portfolio teams, an Investment Policy Committee, and a Manager Research team.

Geoffrey Sulanke is a CFA® charterholder with 21 years of industry experience, currently serving as a financial advisor at Davenport & Company LLC since 2004. He is a partner in C2C Equipment Rentals, where he handles bookkeeping, equipment purchasing, and lease negotiations for construction equipment leasing. Davenport & Company LLC serves individual and institutional clients, offering a range of services including asset management, retail brokerage, fixed income, and investment banking. The firm’s investment approach is organized around dedicated portfolio manager teams and an Investment Policy Committee, managing strategies across separately managed accounts, mutual funds, and ETFs.

Derek Christmas is a financial advisor with Davenport & Company LLC in Richmond, VA. He holds a Series 66 designation and has been in the industry since 2023. His prior experience includes roles at Mann, Armistead & Epperson, Ltd., Virginia Tech, and Salisbury Country Club, Ltd. Davenport & Company serves individual and institutional clients, offering asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm manages a variety of investment strategies through dedicated portfolio teams and provides both advisory programs and mutual fund management.

Stuart Porterfield is a financial advisor at &Partners with 28 years of industry experience. His background includes roles at firms such as RiverFront Investment Group, Rockwood Consulting, and D.A. Davidson & Co. He holds Series 65 and Series 63 designations. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management and financial planning services using a combination of fundamental, technical, and quantitative analysis, with options for discretionary and non-discretionary account management.

James Stames is a financial advisor with Oppenheimer in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. He has worked at Oppenheimer since 2009 and previously was with UBS Financial Services from 1995 to 2009. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement services.

Aidan Fitzgerald is a financial advisor at Davenport & Company LLC in Richmond, VA, holding the Series 66 designation with one year of industry experience. Prior to joining Davenport, he had roles at Northwestern Mutual and various positions connected to the University of Georgia and other organizations. Davenport & Company serves individual and institutional clients, offering asset management, brokerage, fixed income, public finance, and investment banking services. The firm’s advisory platform includes separately managed accounts, model portfolios, and mutual funds managed by specialized teams and a Manager Research group.

Harry Yates IV is a CFA® charterholder with 11 years of industry experience, currently serving as a financial advisor at Davenport & Company LLC in Richmond, VA. He has been with Davenport since 2015. Davenport & Company LLC provides a range of services to individual and institutional clients, including asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm organizes its asset management through dedicated portfolio manager teams and offers various investment programs such as separately managed accounts, mutual funds, and ETF model portfolios.

Joseph Keiger IV is a CFP®-certified financial advisor with six years of industry experience, currently with Davenport & Company LLC since 2022. His prior experience includes roles at Hefren Tillotson and Federated Investors Inc. Davenport & Company serves individual and institutional clients such as banks, pension plans, trusts, and nonprofits, providing asset management, retail brokerage, public finance, and investment banking services. The firm’s asset management approach involves dedicated portfolio manager teams and a Manager Research team overseeing various strategies, including mutual funds and ETF portfolios.

Douglas Stopkey is a financial advisor with Davenport & Company LLC in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes extensive tenures at Merrill and Bank of America prior to joining Davenport in 2018. Davenport & Company serves individual and institutional clients, providing asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm combines an affiliated broker-dealer with a full advisory platform and manages a range of investment strategies, including mutual funds and separately managed accounts.

Elizabeth Jarvis is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation with 10 years of industry experience. She has been with Davenport & Company since 2015. Outside of her advisory role, she owns Wine Whimsy, a business that offers wine education and tasting classes. Davenport & Company serves individual and institutional clients by providing asset management, retail brokerage, fixed income, public finance, and investment banking services. The firm’s investment approach includes separately managed accounts, model portfolios, and mutual funds, supported by dedicated portfolio manager teams and a Manager Research team.

Wallace King Jr. is a Series 66-licensed financial advisor with Davenport & Company LLC in Richmond, VA, where he has worked since 2018. He has seven years of industry experience, including two years in the restaurant industry at Equinox Restaurant prior to joining Davenport. Davenport & Company serves individual and institutional clients such as banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations. The firm offers a range of services including asset management, retail brokerage, public finance, and investment banking, with a focus on portfolio management through dedicated teams and adviser-managed mutual funds.