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. He is currently with Truist Advisory Services in Richmond, VA, having also worked at Truist Investment Services and Bessemer Trust Company of Florida. His experience includes roles in investment advisory services within the Truist enterprise. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary and non-discretionary manager relationships, supported by AI-enabled research tools and inter-affiliate integration within the Truist platform.

Walker Smithson is a Series 66-registered financial advisor with Kestra Advisory, based in Midlothian, VA, and has four years of industry experience. His prior roles include positions at Fidelity Investments, Commonwealth Financial Network, and Davenport & Company LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm serves a diverse client base including large institutional investors and sovereign wealth funds, with approximately $79.8 billion in assets under management.

Carroll Swenson is a financial advisor with Truist Advisory Services in Richmond, VA, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. Prior to joining Truist in 2022, he worked at Wells Fargo Clearing from 2016 to 2022. Outside of his advisory role, he operates an independent business selling items on eBay and Amazon. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a range of support including asset allocation, fiduciary services, and manager selection programs, employing both discretionary and non-discretionary approaches supported by integrated inter-affiliate platforms.

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 Series 63 and Series 66 registrations and has 23 years of industry experience. Prior to his current role since 2017, he has worked within related entities of Bankers Life, including Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc., where he also serves as a branch sales manager and insurance agent. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary and non-discretionary portfolio management, as well as retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis methods to tailor asset allocations aligned with clients’ goals and risk tolerances.

Erin Antill is a financial advisor at Janney Montgomery Scott with 11 years of industry experience and holds the Series 63 designation. She previously worked at Wells Fargo Clearing before joining Janney Montgomery Scott. Outside of her advisory role, she volunteers as a transport driver for rescue animals in Virginia. Janney Montgomery Scott is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base and offers brokerage, financial planning, consulting, and advisory programs through a combination of in-house and third-party portfolio management.

Gordon Eide is a financial advisor at Janney Montgomery Scott with 44 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Janney and its affiliated entities since 2009. Outside of his advisory work, he co-owns a rental property with his wife. Janney Montgomery Scott LLC 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, and institutional sponsors, offering brokerage, financial planning, consulting, and advisory services through multiple wrap programs and centralized asset management.

Samuel Sweeney is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Davenport & Company LLC in Richmond, VA. He has three years of industry experience and has previously worked at 1st Source Corporation Investment Advisors, Inc. and Fulton Financial Corp. Outside of his advisory role, he manages Saturday Gameday, a social media page focused on college football, which includes limited merchandise sales. Davenport & Company LLC serves individual and institutional clients with asset management, retail brokerage, fixed income, public finance, and investment banking services. The firm’s Investment Advisory division offers separately managed accounts, model delivery to third-party platforms, financial planning, and various advisory programs.

Daniel Kleinschuster is a financial advisor with \u0026Partners, LLC and holds Series 63 and Series 65 designations. He has 26 years of industry experience, including 17 years at UBS Financial Services Inc before joining \u0026Partners in 2024. \u0026Partners serves a diverse range of individual and institutional clients, providing investment management, financial and tax planning, and retirement-plan consulting. The firm employs a combination of fundamental, technical, and quantitative analysis, offering both discretionary and non-discretionary portfolio management through its proprietary and third-party strategies.

Linwood Orenduff is a financial advisor with PlanMember Securities Corporation in Richmond, VA, holding the ChFC® designation and Series 63 and 66 licenses. He has 42 years of industry experience, including prior roles at VOYA Financial Advisors and operating his own firm, Orenduff & Associates, since 2004. Outside of advisory work, he is involved in a noninvestment related real estate rental business. PlanMember Securities Corporation provides retirement-plan advisory services primarily to employers and plan participants, offering fiduciary oversight, participant investment options, and educational support. Their investment approach utilizes a top-down strategic asset allocation framework with risk-based mutual fund portfolios and defined rebalancing events.