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.

James Davidson Jr. is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Davenport & Company LLC since 2007. Prior to that, he worked at Citigroup Global Markets. Outside of his advisory role, he is involved as an instructor, class facilitator, and board member for the Lifelong Learning Institute, a nonprofit promoting educational opportunities in Midlothian, VA. He is also an active musician, performing as lead guitarist in several local bands. 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, employing dedicated portfolio manager teams and specialized committees to oversee client strategies.

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.

Ryan Shumate is a financial advisor at Davenport & Company LLC in Richmond, VA. He holds the Series 66 designation and has six years of industry experience. Prior to joining Davenport & Company in 2019, he worked at Change Healthcare, Inc. for eight years. 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 variety of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning through multiple investment strategies and specialized teams.

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 licenses and bringing 18 years of industry experience. He has been with Truist Investment Services since 2007 and with Truist Advisory Services since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and utilizes third-party platforms and AI-enabled tools to support investment decisions and ongoing due diligence.

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 in Richmond, VA, holding a Series 66 designation and beginning his industry career in 2025. His prior work experience includes roles at Pemberton Eye and academic positions at James Madison University and Old Dominion University. He also has experience with Hoppinfox Farm. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, and nonprofits, offering asset management, retail brokerage, public finance, and investment banking services. The firm’s investment approach includes dedicated portfolio manager teams and an Investment Policy Committee, managing a range of separately managed accounts and mutual funds.

Tammy Kane is a financial advisor with Davenport & Company LLC in Richmond, VA, holding a Series 66 designation. She began her career in the financial industry in 2023, with prior experience at Navy Federal Credit Union, KForce at Washington Gas, and Capital One. Davenport & Company serves individual and institutional clients, offering asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm employs dedicated portfolio manager teams and a Manager Research team to construct and monitor investment strategies across various vehicles, including separately managed accounts and mutual funds.

Robin Slater is a financial advisor with D.A. Davidson & Co. in Richmond, VA, holding Series 63 and Series 65 credentials and five years of industry experience. His prior roles include positions at Marsh McLennan Agency, First Citizens Investor Services, and BB&T. He serves as Committee Chair for the DEI Symposium Planning at the YMCA of Greater Richmond and is Co-Chair of the Finance Committee on the board of Humankind, a nonprofit focused on community support through care, counseling, and education. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm emphasizes fiduciary standards and offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for high-net-worth individuals.

Mark Hovanic is a financial advisor at Oppenheimer with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at JP Morgan Chase Bank, J.P. Morgan Securities, Waddell & Reed, and Wells Fargo Advisors. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

Mary Davis is a CFP® professional with 35 years of industry experience, currently serving at Davenport & Company LLC in Richmond, VA. She has been with Davenport & Company since 1986. 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 such as asset management, financial planning, and investment banking through various managed accounts and strategies.