Eugene Valentine Jr. is a Series 63-licensed financial advisor with Davenport & Company LLC in Richmond, VA, where he has worked since 1993. He has 43 years of industry experience and has been associated with Davenport since 1982. Outside of his advisory role, he serves on several local nonprofit boards, including as treasurer of the St. James Episcopal Church Endowment Fund and president of the Virginia Hot Springs Preservation Trust. Davenport & Company LLC serves individual and institutional clients, providing asset management, brokerage, public finance, and advisory services. Its investment approach includes dedicated portfolio manager teams and an Investment Policy Committee that oversees separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Ann Gurkin is a financial advisor with Davenport & Company LLC in Richmond, VA, holding Series 63 and Series 66 designations and 33 years of industry experience. She has been with Davenport & Company since 1999. Outside of her advisory role, she serves as treasurer and participates on the finance committee for the Peter Paul Development Center, an early childhood education center. Davenport & Company serves individual and institutional clients with asset management, retail brokerage, fixed income, public finance, and investment banking services. The firm’s investment approach includes dedicated portfolio manager teams, an Investment Policy Committee, and a Manager Research team that oversees strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Jeffrey Hassler is a financial advisor at Truist Advisory Services in Richmond, VA. He holds the Series 66 credential and has experience working at Truist Advisory Services and its affiliated firms since 2021, including roles at Truist Wealth, SunTrust Bank, and BB&T. 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 management strategies, supported by AI-enabled research tools and inter-affiliate integration, including the AMC Advantage manager-selection program.

Thomas Ashbridge V is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Bb&T Securities, LLC, and Scott & Stringfellow, Inc. He serves as a board member of the Clarkes Forge Home Owners Association. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing both discretionary manager relationships and non-discretionary consulting with a focus on inter-affiliate integration and manager selection oversight.

Ann Boyd is a financial advisor at Davenport & Company LLC with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at The Leaders Group, Inc., Milestone Financial, Wells Fargo Clearing, Securities America, Inc., and Luken, LLC. Davenport & Company serves individual and institutional clients, offering asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm combines a full advisory platform with an affiliated broker-dealer, managing multiple mutual funds and separately managed accounts through dedicated portfolio teams and research committees.

Joseph Lombard III is a financial advisor with Davenport & Company LLC in Richmond, VA. He holds a Series 66 designation and has 23 years of industry experience, including over two decades with Davenport. Davenport 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, fixed income, public finance, and investment banking and advisory, with investment strategies managed by specialized teams and an affiliated broker-dealer platform.

Ten Eyck Wellford Jr is a financial advisor with Davenport & Company LLC in Richmond, VA, holding a Series 66 license and 18 years of industry experience. He has been with Davenport since 2006. Outside of his advisory role, he serves on the Outside Advisory Council for DebtBook, participating occasionally in meetings and virtual discussions. Davenport & Company serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations. The firm offers asset management, retail brokerage, fixed income, public finance, and investment banking services, with an emphasis on dedicated portfolio management teams and a comprehensive suite of advisory programs.

Joe Rajendran is a financial advisor with Primerica Advisors in Midlothian, VA, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Guardian Life Insurance, Park Avenue Securities, Financial Growth Partners, and Northwestern Mutual. Outside of finance, he has experience working at Brandermill Country Club and Diageo. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers brokerage and advisory services, financial planning, retirement-plan consulting, and utilizes a range of proprietary and third-party investment strategies across multiple account types.

Tyler Parham is a financial advisor at Oppenheimer with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cetera and Foresters Financial. Parham serves as chairman of the board of directors for Commonwealth CARES in a volunteer capacity. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a variety of programs and advisory services across equity, balanced, and fixed-income portfolios, with a notable portion of its assets managed on a non-discretionary basis.

Robert Rice is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Physical Therapy Solutions, Wood and Iron Gameday Restaurant and Bar, and CapCenter. Outside of finance, he works as a part-time food delivery driver for DoorDash. Davenport & Company serves individual and institutional clients such as banks, pension plans, trusts, and nonprofits, offering asset management, retail brokerage, fixed income, public finance, and investment banking services. The firm manages a range of investment strategies through dedicated portfolio teams and serves as adviser to multiple mutual funds while providing fee-based and commission-based account options.

Matthew Morgan is a CFP® with 10 years of industry experience, currently affiliated with Commonwealth Financial Network and Cornerstone Wealth. His prior experience includes roles at Valmark Securities, Inc. and James River Wealth Advisors. Outside of advising, he is a co-owner of Pine Ridge Retreat, LLC, a business involved in real estate activities. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers a broad range of managed-account programs, third-party asset manager access, and custodial services, supporting both individual and institutional clients.

William Charlet is a Series 66 credentialed advisor with Davenport & Company LLC in Richmond, VA, where he has worked for 21 years. He serves as a board member for Northstar Academy, an educational organization. Davenport & Company LLC provides asset management, brokerage, and advisory services to individual and institutional clients, including banks, pension plans, trusts, nonprofits, and corporations, offering a range of investment management solutions and public finance services.

Mark Hodges is a CFP® affiliated with Focus Partners Wealth, LLC and has 11 years of experience with Keiter, Stephens, Hurst, Gary & Shreeves, a Virginia-based public accounting firm where he is employed full-time. His registration with Focus Partners is solely for client referral purposes under a solicitation agreement between the two firms. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies and offers access to private funds, financial planning, and employee benefit consulting.

Tiffany Mccoy is a financial advisor at Davenport & Company LLC with eight years of industry experience. She holds a Series 66 designation and has been with Davenport since 2007. Outside of her advisory role, she owns Xtremely Kreative, LLC, a crafts business, and is authoring a financial literacy book for teens through her venture Money Smart with Tiffany, LLC. Davenport & Company serves individual and institutional clients by offering asset management, brokerage, fixed income, and investment banking services. The firm’s investment approach includes managed portfolios, mutual funds, and a combination of advisory and broker-dealer platforms.

Daphne Martin is a financial advisor at Davenport & Company LLC with five years of industry experience. She holds the Series 66 designation and has been with Davenport since 2020. Prior to her current role, she spent 14 years with Junior Achievement of Central Virginia. Davenport & Company serves individual and institutional clients, offering a range of asset management, brokerage, and advisory services. The firm manages portfolios through dedicated teams and provides several investment programs, including separately managed accounts and mutual funds.

Thomas Price is a CFP® with 25 years of industry experience and has been with Davenport & Company LLC since 1999. He is based in Richmond, VA, and holds a Series 66 license. Davenport & Company LLC serves individual and institutional clients, offering 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 an Investment Policy Committee, managing a range of strategies including separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Carly Carmichael is a financial advisor at Davenport & Company LLC with 11 years of industry experience. She holds the Series 66 designation and has been with Davenport since 2014. Davenport & Company LLC serves individual and institutional clients, including banks, pension plans, trusts, estates, nonprofits, and corporations, offering a range of services such as asset management, retail brokerage, fixed income, public finance, and investment banking. The firm’s investment advisory division provides separately managed accounts, financial planning, and other advisory programs, supported by dedicated portfolio manager teams and a Manager Research team.

Samuel Dittmar is a financial advisor at Davenport & Company LLC with nine years of industry experience. He previously worked at Wells Fargo Clearing Services LLC, Suntrust Advisory Services, and Aerotek. Outside of his advisory role, he is the owner of Uncle Sam's Shirts, a t-shirt design and shipping business. Davenport & Company LLC serves individual and institutional clients, providing asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm manages portfolios through dedicated teams and offers a range of investment strategies, including separately managed accounts and mutual funds.

Danaire Leftwich is a financial advisor with Bankers Life Advisory Services, Inc. in Richmond, VA, holding a Series 66 designation and five years of industry experience. She has been with Bankers Life Advisory Services since 2021 and has prior experience at affiliated Bankers Life entities dating back to 2008. Outside of advising, she is an insurance agent specializing in health, life, annuity, and long-term care products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis in its investment approach.

Jonathan Thibodeaux is a financial advisor at Oppenheimer with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Bank of America, Merrill, Capitol Securities Management, and Wells Fargo Clearing. Thibodeaux has been with Oppenheimer since 2019. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a variety of investment programs and advisory services that include strategic asset allocation, manager selection, and tailored consulting and retirement planning.