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 LLC since 1992 and with its affiliated entity, Ia Davenport & Company LLC, since 2001. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, estates, nonprofits, and corporations, offering asset management, retail brokerage, fixed income, public finance, and investment advisory services. The firm organizes its asset management around dedicated portfolio managers, an Investment Policy Committee, and a Manager Research team, providing a range of 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 13 years of industry experience. He holds a Series 66 designation and has been with Davenport since 2011. 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 broad range of services including asset management, retail brokerage, public finance, investment banking, and financial planning, utilizing a variety of managed accounts, mutual funds, ETFs, and retirement solutions.

Geoffrey Sulanke is a CFA® charterholder with over 21 years of industry experience. He has been with Davenport & Company LLC since 2004. Outside of his advisory role, he is a partner in a construction equipment rental business where he handles bookkeeping, equipment purchasing, and lease negotiations. 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 wide range of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, with strategies managed by dedicated portfolio teams and oversight committees.

Derek Christmas is a financial advisor at Davenport & Company LLC with a Series 66 designation. He has less than one year of industry experience and previously held roles at Mann, Armistead & Epperson, Ltd., and Virginia Tech. Outside of finance, he worked at Salisbury Country Club, Ltd. for seven years. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, and nonprofits, providing asset management, retail brokerage, and investment banking services. The firm offers a range of advisory programs and manages mutual funds and fixed-income strategies through dedicated portfolio teams.

Stuart Porterfield is a financial advisor with &Partners, holding Series 65 and Series 63 licenses and 28 years of industry experience. His prior roles include positions at D.A. Davidson & Co., Rockwood Consulting, and RiverFront Investment Group. &Partners serves a diverse client base including individual investors, retirement plans, charitable organizations, and sovereign wealth funds. The firm provides investment advisory and brokerage services using a blend of proprietary and third-party models, employing fundamental, technical, and quantitative analysis in portfolio management.

James Stames is a financial advisor at Oppenheimer with 50 years of industry experience. He has been with Oppenheimer since 2009 and holds Series 63 and Series 65 licenses. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as discretionary and non-discretionary investment management, financial planning, and private-fund management. The firm emphasizes strategic and tactical asset allocation, manager selection, and a range of investment strategies tailored to client objectives.

Aidan Fitzgerald is a financial advisor at Davenport & Company LLC in Richmond, VA. He holds a Series 66 designation and has been with Davenport since 2025. His prior experience includes various roles at the University of Georgia, Northwestern Mutual, and St. Christopher's School. 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 through diversified strategies and dedicated portfolio management teams.

Harry Yates IV is a CFA® charterholder with 11 years of industry experience. He has been with Davenport & Company LLC since 2015, currently serving in Richmond, VA. 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-profit organizations. The firm offers a broad range of services delivered through various strategies and managed accounts, combining advisory and broker-dealer activities.

Joseph Keiger IV is a CFP®-credentialed financial advisor with six years of industry experience. He is currently with Davenport & Company LLC in Richmond, VA, where he has worked 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, nonprofits, and corporations. The firm offers asset management, brokerage, investment banking, and advisory services, managing portfolios through dedicated teams and providing various advisory programs including separately managed accounts and mutual funds.

Douglas Stopkey is a financial advisor at Davenport & Company LLC with 34 years of industry experience. He has held roles at Merrill and Bank of America prior to joining Davenport in 2018. He holds Series 63 and Series 65 licenses. 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 broad range of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, with investment decisions supported by dedicated portfolio teams and multiple oversight committees.

Elizabeth Jarvis is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation with nine years of industry experience. She has been with Davenport & Company since 2015. Outside of her advisory role, Jarvis owns Wine Whimsy, a business offering wine education and tasting classes. Davenport & Company LLC is a privately held, employee-owned firm providing investment management and brokerage services to individual and institutional clients. The firm employs dedicated portfolio manager teams and committees to manage a range of strategies and services, including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning.

Wallace King Jr. is a Series 66 licensed financial advisor with seven years of industry experience. He has been with Davenport & Company LLC since 2018. Prior to joining Davenport, he worked at Equinox Restaurant for two years. 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, public finance, and investment banking and advisory services.

Brian Jasinkiewicz is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Hornor, Townsend & Kent, LLC since 2025. Prior to joining HTK, he worked at Northwestern Mutual in various roles from 2014 to 2025. Outside of his advisory work, Jasinkiewicz provides consulting services in business, philanthropy, intellectual property, and public speaking through Hammer Forte Consulting, LLC. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with advisory services utilizing third-party asset manager platforms, financial planning, and retirement plan consulting. The firm emphasizes client-directed implementation and oversight, managing a majority of client assets on a non-discretionary basis.

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 in Richmond, VA, holding a Series 66 license and three years of industry experience. His prior work includes positions at Fidelity Investments and Davenport & Company LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm supports its advisors with operations, technology, investment management, and compliance services, while offering diverse discretionary model portfolios and program options.

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.