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 at Davenport & Company LLC with eight years of industry experience. She holds a Series 66 designation and has worked at firms including Ameriprise, Truist Advisory Services, BB&T Securities, and Wells Fargo Advisors. Outside of her advisory role, she is involved in architectural and real estate photography through Renita Yoon Photography. Davenport & Company serves individual and institutional clients with asset management, brokerage, and advisory services. The firm offers a range of investment strategies and manages six mutual funds, combining a broker-dealer platform with a full advisory service.

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 financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation with 22 years of industry experience. He has been with Davenport since 1999. Davenport serves individual and institutional clients, offering asset management, brokerage, public finance, and investment advisory services through a combination of portfolio management teams and structured investment programs.

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.

James Davidson Jr. is a CFP® with 23 years of industry experience and has been with Davenport & Company LLC since 2007. He previously worked at Citigroup Global Markets. Outside of his advisory role, he serves as an instructor and board member for the Lifelong Learning Institute, a nonprofit focused on promoting education in Midlothian, VA, where he leads classes on investments and financial planning. He is also active as a lead guitarist in several local bands. Davenport & Company provides asset management, retail brokerage, and investment advisory services to individual and institutional clients, including banks, pension plans, trusts, nonprofits, and corporations. The firm’s investment approach includes dedicated portfolio teams and a comprehensive research structure that supports separately managed accounts, mutual funds, ETF portfolios, and unified managed accounts.

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 in Richmond, VA, holding a Series 66 designation with 25 years of industry experience. She has been with Davenport & Company since 1998. Outside of her advisory role, she is a co-owner of K and S Contracting LLC, a drywall contracting business, but does not participate in its operations. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, and nonprofits, offering asset management, brokerage, fixed income, and advisory services. The firm’s asset management focuses on dedicated portfolio teams and multiple investment strategies, including separately managed accounts and mutual funds.

Ryan Shumate is a financial advisor at Davenport & Company LLC in Richmond, VA, with six years of industry experience. He holds the Series 66 designation and has worked at Davenport since 2019. Prior to joining Davenport, Shumate was employed at Change Healthcare, Inc. for eight years. Davenport & Company serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations, offering asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s approach includes dedicated portfolio manager teams and a Manager Research team that constructs and monitors strategies across separately managed accounts, mutual funds, ETF model portfolios, and unified managed accounts.

Carol Robbins is a financial advisor with Truist Advisory Services in Richmond, VA. She holds Series 63 and Series 66 licenses and has 32 years of industry experience. Robbins has worked at SunTrust Advisory Services since 2016 and SunTrust Investment Services since 2006. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, 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 AI-enabled research tools.

Bunchan Tom is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. He has been with Truist Investment Services since 2007 and Truist Advisory Services since 2016. 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 utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled equity research tools.

Frank Gobble is a financial advisor at Truist Advisory Services in Richmond, VA, holding a Series 66 designation with one year of industry experience. His career includes roles at Truist and BB&T entities dating back to 2014. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary manager relationships and third-party platform arrangements to implement advice.

John Dracos Jr. is a financial advisor with Truist Advisory Services in Richmond, VA, holding Series 63 and Series 66 credentials and having 25 years of industry experience. He has worked at SunTrust Advisory Services since 2012. He serves as a board member of the Estate Planning Council of Richmond, a for-profit organization where professionals share ideas and education related to estate planning. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and utilizes third-party platforms and AI-enabled research tools to support its investment advisory processes.

Frederick Mc David is a financial advisor at Davenport & Company LLC with a Series 66 designation and one year of industry experience. Prior to joining Davenport, he held positions at Pemberton Eye and worked at James Madison University and Old Dominion University. Outside of his advisory role, he was involved with Hoppinfox Farm for nine years. Davenport & Company serves individual and institutional clients with services including asset management, retail brokerage, fixed income, public finance, and investment banking. The firm’s asset management team oversees strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts, and Davenport acts as adviser to several mutual funds and manages fixed-income portfolios.

Tammy Kane is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation. She joined Davenport in 2024 and has prior experience at Navy Federal Credit Union, KForce at Washington Gas, and Capital One. Davenport & Company serves individual and institutional clients with a range of services including asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s advisory platform features dedicated portfolio manager teams and offers customized investment strategies through separately managed accounts, mutual funds, and unified managed accounts.

Robin Slater is a financial advisor at D.A. Davidson & Co. with six years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at firms including BB&T, First Citizens Investor Services, and Marsh McLennan Agency. Outside of his advisory role, he serves as Committee Chair for the Diversity, Equity, and Inclusion Symposium Planning at the YMCA of Greater Richmond and is Co-Chair of the Finance Committee and a board member of the nonprofit Humankind. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse clientele, including retirement plans, individual investors, and charitable organizations. The firm operates under fiduciary standards, offering services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients.

Mark Hovanic is a financial advisor with Oppenheimer in Richmond, VA, holding Series 63 and Series 65 credentials and 25 years of industry experience. His prior roles include positions at JP Morgan Chase Bank, J.P. Morgan Securities, Waddell & Reed, Wells Fargo Advisors, Morgan Stanley, Citigroup Global Markets, and UBS Financial Services. Oppenheimer is a registered investment adviser and broker-dealer serving a broad range of clients including individuals, corporations, pension plans, and charitable organizations. The firm offers diversified investment programs and advisory services employing both discretionary and non-discretionary management, with a distinctive approach that includes maintaining custody of client assets and managing a significant portion of assets on a non-discretionary basis.

Mary Davis is a CFP® professional with 35 years of experience at Davenport & Company LLC in Richmond, VA, where she has worked since 1986. She holds Series 63 and Series 65 licenses. Davenport & Company serves individual and institutional clients including banks, pension plans, trusts, and nonprofits, offering asset management, financial planning, retail brokerage, and advisory services. The firm employs dedicated portfolio manager teams and a Manager Research group to oversee strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Robert Moyer is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Wealthspire Advisors. He has been with Wealthspire Advisors since 2024 and concurrently works with ACG Advisory Services since 2007. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, offering wealth management, financial planning, and trustee services. The firm employs a relationship-driven, customized investment approach that emphasizes diversified, institutional-style asset allocation and ongoing portfolio due diligence.

Paul Shibley is a financial advisor with Truist Advisory Services, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. He has worked at Truist Advisory Services and Truist Investment Services since 2021 and previously held roles at BB&T Securities, BB&T Bank, and BB&T Investments. He serves on the finance committee of St. Anthony's Church. 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 augmented by AI-enabled equity research.