Jack Heyl is a financial advisor at Janney Montgomery Scott with 47 years of industry experience. He has been with Janney Montgomery Scott since 2009 and holds Series 63 and Series 66 licenses. Janney Montgomery Scott LLC is a large 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 a range of brokerage, financial planning, consulting, and advisory services.

Bradley Ostermann is a financial advisor with Truist Advisory Services in Richmond, VA, holding a Series 66 designation and four years of industry experience. His prior experience includes roles at Wells Fargo Advisors and Allegis Group (Aerotek). Outside of his advisory work, he is an active baseball umpire, officiating games at youth, high school, and local adult league levels. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a mix of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enhanced research, with a distinctive approach involving inter-affiliate integration across affiliated broker-dealer and bank services.

David Evans is a financial advisor at Integrity Alliance, LLC, holding a Series 65 designation. He has been with Integrity Alliance since 2026 and has 18 years of experience in the insurance industry through Evans Insurance. He also owns Evans Advisory Group, which operates as the securities arm of his practice, keeping his investment and insurance services separate. Integrity Alliance, LLC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisors. The firm offers a range of investment management and consulting services, utilizing both advisor-managed and model-based portfolios with various asset allocation strategies.

Philip Janney is a financial advisor with Janney Montgomery Scott in Richmond, VA, holding a Series 66 designation and bringing 21 years of industry experience. He has been with Janney Montgomery Scott for 15 years. Outside of his advisory role, he owns SullyReve Holdings LLC, a real estate business. 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 wide range of clients, including individuals, families, trusts, estates, corporate and retirement plan sponsors, and municipalities, offering brokerage services, financial planning, consulting, and various advisory programs.

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.