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.

Brian Jasinkiewicz is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Hornor, Townsend & Kent, LLC. He previously worked for Northwestern Mutual and its affiliated entities for 11 years. In addition to his advisory role, Brian provides consulting services focused on business, philanthropy, intellectual property, and public speaking. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm’s platform includes third-party asset manager relationships and both discretionary and non-discretionary account options, supported by its dual SEC-registered adviser and FINRA-member broker-dealer status.

Camden Breneman is a financial advisor at Truist Advisory Services with two years of industry experience. He holds a Series 66 designation and has worked at firms including Commonwealth Financial Network and Stern & Heatwole Financial Group. Breneman's background also includes roles outside of finance, such as positions at James Madison University and DoorDash. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Justin Blackford is a CFP®-credentialed financial advisor with three years of industry experience, currently with Truist Advisory Services in Richmond, VA. His prior experience includes roles at Bessemer Trust Company of Florida and Truist Investment Services, among others. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, utilizing third-party platforms and AI-enabled research tools to support its investment solutions.

Walker Smithson is a financial advisor with Commonwealth Financial Network holding a Series 66 designation and four years of industry experience. His prior roles include positions at Kestra Investment Services and Kestra Advisory Services, InVirtus Wealth Partners, Fidelity Investments, and Davenport & Company LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing roughly $212.7 billion in client assets. The firm provides a broad adviser-support platform including discretionary and nondiscretionary managed-account programs, third-party asset manager access, retirement consulting, and custody/clearing services.

Carroll Swenson is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of advising, he operates an independent contracting business selling items on eBay and Amazon. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations, offering asset allocation, investment policy analysis, and fiduciary support among other services. The firm combines discretionary manager relationships with non-discretionary consulting, supported by proprietary and third-party research and oversight teams.

Lachelle Moses is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She previously worked at BB&T Securities before joining Truist in 2015. Outside of her advisory role, she serves as a trustee and associate pastor at Children of God Victory Tabernacle Church, where she mentors youth and supports community affairs. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary approaches and integrates inter-affiliate resources, including its affiliated broker-dealer and bank, to deliver its AMC Advantage manager-selection program.

Joel Ray is a CFA® charterholder with 32 years of industry experience, currently serving as a financial advisor at Davenport & Company LLC since 2004. He is based in Richmond, VA. Outside of his advisory role, Mr. Ray serves on the Board of Directors and as Treasurer of the Visual Arts Center of Richmond and is a board member on the finance committee for Thrive Birth to Five, both nonprofit organizations. Davenport & Company LLC serves individual and institutional clients, including banks, pension plans, trusts, estates, nonprofits, and corporations, offering asset management, brokerage, fixed income, public finance, and advisory services. The firm’s investment approach includes dedicated portfolio manager teams and a Manager Research team that oversees a variety of strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

John Trigg is a financial advisor at Davenport & Company LLC in Richmond, VA, with five years of industry experience. He has worked at Davenport since 2018 and previously spent time at Peter-Blair Accessories and Hampden Sydney College. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, nonprofits, and corporations. The firm offers asset management, retail brokerage, fixed income, public finance, and investment banking services, with a team-based approach to portfolio management and oversight.

Stephen Halstead is a financial advisor with Bankers Life Advisory Services, Inc. He holds the Series 63 and Series 66 designations and has 22 years of industry experience. Halstead has been with Bankers Life Advisory Services since 2017 and has over three decades of experience with Bankers Life & Casualty, where he has also served as a branch sales manager training insurance agents. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and portfolio management strategies aligned with clients’ objectives and risk profiles.