Robert Rice is a financial advisor at Davenport & Company LLC with two years of industry experience. He holds a Series 66 designation and has worked in various roles outside finance, including food delivery with DoorDash. Davenport & Company serves individual and institutional clients by offering asset management, retail brokerage, fixed income, public finance, and investment banking services. The firm provides a range of advisory programs through dedicated portfolio teams and manages several mutual funds and fixed-income strategies.

William Charlet is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 credential with 20 years of industry experience. He has been with Davenport & Company since 2005. Outside of his advisory role, he serves as a board member of Northstar Academy, an educational organization. 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 range of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, with investment decisions supported by dedicated portfolio manager teams and an Investment Policy Committee.

Mark Hodges is a CFP® affiliated with Focus Partners Wealth, LLC and has been employed full-time by Keiter, Stephens, Hurst, Gary & Shreeves, a Virginia-based public accounting firm, since 2015. His connection to Focus Partners is solely for registration purposes to make client referrals under a solicitation agreement between the firms. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Tiffany Mccoy is a financial advisor at Davenport & Company LLC with seven years of industry experience. She holds a Series 66 designation and has been with Davenport since 2007. Outside of her advisory work, she owns Xtremely Kreative, LLC, a business focused on making and selling crafts, and is authoring a financial literacy book for teens through her business Money Smart with Tiffany, LLC. Davenport & Company 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 advisory division provides separately managed accounts, model delivery, financial planning, and other programs, supported by dedicated portfolio management teams and a Manager Research team.

Daphne Martin is a financial advisor at Davenport & Company LLC with five years of industry experience. She holds a 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 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, fixed income, public finance, investment banking, and financial planning, utilizing various strategies and portfolio management teams.

Thomas Price is a CFP® professional with 24 years of experience in the financial industry. He has been with Davenport & Company LLC since 1999, serving in advisory roles for over two decades. There are no additional outside business activities reported. 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 variety of services including asset management, financial planning, and investment banking, with investment decisions made by dedicated portfolio manager teams and supported by multiple specialized committees.

Carly Carmichael is a financial advisor at Davenport & Company LLC with 10 years of industry experience. She holds the Series 66 designation and has been with Davenport since 2014. Davenport & Company LLC is a privately held, employee-owned firm providing investment management and brokerage services to individual and institutional clients, including banks, pension plans, trusts, and non-profit organizations. The firm offers a range of services such as asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning through various investment vehicles and strategies.

Samuel Dittmar is a financial advisor at Davenport & Company LLC in Richmond, VA, with eight years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Wells Fargo Clearing Services LLC and SunTrust Advisory Services. Outside of finance, he is the owner of Uncle Sam's Shirts, a small t-shirt design business. Davenport & Company serves individual and institutional clients, offering asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s investment approach includes dedicated portfolio manager teams and a Manager Research team, managing separately managed accounts, mutual funds, ETFs, and unified managed accounts.

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 with Oppenheimer in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Bank of America and Merrill. He has been with Oppenheimer since 2019. Oppenheimer serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services such as investment management, consulting, and retirement planning. The firm uses strategic and tactical asset allocation, manager selection, and various investment strategies, with an emphasis on both discretionary and non-discretionary management.

David Lay is a financial advisor with Truist Advisory Services and holds a Series 66 designation. He has nine years of industry experience, including roles at SunTrust Investment Services since 2014. Outside of his advisory work, he occasionally serves as a role player in surveillance scenarios for FBI training exercises. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and an AI-enabled research team, with a notable integration among its affiliated broker-dealer and bank services.

Jeffrey Winneberger is a financial advisor at First Citizens Investor Services, Inc. in Richmond, VA, with 20 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at First Citizens Bank and SunTrust in investment and banking roles since 2016. First Citizens Investor Services, Inc. provides investment advisory, brokerage, and licensed insurance services to individuals, pension plans, corporations, and charitable organizations. The firm employs strategic and tactical asset allocation using fundamental, quantitative, and technical analysis, offering discretionary and non-discretionary management through both in-house advisers and third-party managers.

Virginia Kehlenbeck is a CFP® and holds a Series 66 license with 17 years of industry experience. She has been with Davenport & Company LLC in Richmond, VA since 2007. 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-profits. The firm offers a broad range of services such as asset management, retail brokerage, public finance, and financial planning, utilizing multiple investment strategies and regular committee oversight.

Kelsey Daugherty is a financial advisor with Kestra Advisory Services, holding Series 63 and Series 65 licenses and bringing four years of industry experience. Her prior roles include positions at Goldman Sachs and Canal Capital Management LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual clients. The firm offers services such as plan design, fiduciary consulting, and employee education, supporting recommendations with due diligence and managing approximately $79.8 billion in assets.

Renita Yoon is a financial advisor with Davenport & Company LLC in Richmond, VA, holding a Series 66 designation and eight years of industry experience. Her prior experience includes roles at Ameriprise, Truist Advisory Services, BB&T Securities, and Wells Fargo Advisors. Outside of finance, she operates Renita Yoon Photography, specializing in architectural and real estate photography. Davenport & Company serves individual and institutional clients, offering asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s investment approach includes dedicated portfolio manager teams and a Manager Research team that oversees separately managed accounts, mutual funds, ETF model portfolios, and unified managed accounts.

John Baron is a financial advisor at Janney Montgomery Scott with 24 years of industry experience. He holds the Series 66 designation and has been with Janney Montgomery Scott and its affiliated entities since 2009. 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, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Jameson Eddy is a Series 66 licensed financial advisor with Davenport & Company LLC in Richmond, VA. He has 21 years of industry experience and has been with Davenport & Company since 1999. Davenport & Company LLC is a privately held, employee-owned firm providing investment management and brokerage services to individual and institutional clients, including banks, pension plans, trusts, and non-profits. The firm offers a variety of investment strategies managed by dedicated teams and combines advisory services with broker-dealer activities such as public finance and municipal underwriting.

William Jeter is a financial advisor at Janney Montgomery Scott with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Janney Montgomery Scott since 2009. Jeter serves on the investment committee of the Cameron Foundation, a non-profit organization supporting communities in the Petersburg, Colonial Heights, and Hopewell, VA area. 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 diverse client base including individuals, families, trusts, corporate and retirement plans, charitable organizations, and municipal clients through a combination of in-house portfolio management and third-party managers across various advisory programs.

Alexis Houlihan is a CFP® with eight years of industry experience, currently serving as a financial advisor at Creative Planning. Prior to joining Creative Planning in 2025, she worked at Godsey & Gibb Wealth Management for several years and has experience with Aspect Partners. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment process with a focus on low-cost indexing and offers a range of supplemental strategies, supported by a large advisory team and centralized infrastructure.

Tammy Severt is a financial advisor at Davenport & Company LLC with 24 years of industry experience. She holds a Series 66 designation and has been with Davenport & Company since 1998. Outside of her advisory role, she is a co-owner of a drywall contracting business, K and S Contracting LLC, though she is not involved in its operations. 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, fixed income, public finance, investment banking, and financial planning.