William Brock Warf

John Evans is the sole advisor at Creed Evans Financial Advisory, LLC in Marion, VA, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Team Rubicon and Athena Consulting, as well as a compensated trustee position for a family trust. Creed Evans Financial Advisory offers investment management and integrated financial planning services, utilizing both passive and active strategies across a range of asset classes, and serves a diverse client base that includes individuals, institutional investors, and government entities.

Marion Fleshman is a financial advisor at Capital Advisor Network with six years of industry experience. She holds the Series 65 designation and has worked at Capital Advisor Network since 2019. In addition to her advisory role, she serves as a bookkeeper for the Rye Valley Water Authority and is a 5% owner of Duchess Dairy Products. Capital Advisor Network is a six-advisor team providing investment management, financial planning, and retirement plan advisory services to individuals, institutions, and other entities. The firm employs data-driven, algorithmic investment strategies and tactical asset allocation, utilizing a range of investment vehicles and technology tools to support portfolio monitoring and reporting.

William Evans III is a financial advisor at Capital Advisor Network with 15 years of industry experience. He holds Series 65, 66, and 63 licenses and has worked at firms including Center Street Securities and Brookstone Capital Management. Outside of his advisory role, Mr. Evans is involved in independent insurance sales, owns Granite 401k Advisors which provides administrative and consulting services for employer-sponsored retirement plans, and participates in consulting activities with Appalachian Strategy Group, focusing on AI technologies and tax equity planning referrals. Capital Advisor Network serves a diverse clientele ranging from individual investors to institutions and charitable organizations, offering investment management, financial planning, and retirement plan advisory services. The firm employs a data-driven, tactical asset allocation approach and supports client-specific investment restrictions and non-discretionary arrangements.

William Johnson is a financial advisor at Capital Advisor Network with Series 63 and Series 65 licenses and three years of industry experience. Prior to his current role, he worked at Shirleys Market for over two decades. Capital Advisor Network is a six-advisor team managing approximately $99.5 million in client assets, serving individuals, institutions, charitable organizations, government entities, and trusts. The firm employs data-driven, algorithmic investment strategies and tactical asset allocation, integrating third-party money managers and technology tools to support portfolio management and financial planning.

Lori Ringley is a financial advisor at Davenport & Company LLC with a Series 66 credential and two years of industry experience. Prior to joining Davenport, she held roles at Utility Trailer Manufacturing, The Chamber of Commerce of Smyth County Virginia, and Teleperformance. Outside of her advisory work, she has been involved with Suburban Christian Church. 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 offerings. The firm’s asset management features dedicated portfolio teams and oversees multiple mutual funds and separate account strategies.

Thomas Graham is a financial advisor at Davenport & Company LLC with 39 years of industry experience. He held a long tenure at Edward D. Jones & Co. from 1994 to 2023 before joining Davenport in 2023. Outside of his advisory work, he is involved in community activities, serving as a lay delegate and committee member at First United Methodist Church in Marion, VA, and participates in historic building restorations through property development projects. Davenport & Company serves individual and institutional clients with asset management, brokerage, fixed income, public finance, and advisory services. The firm organizes asset management through dedicated portfolio teams and offers a variety of investment programs including separately managed accounts, mutual funds, ETFs, and unified managed accounts.