Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Lori R

Series 66

Marion, VA

Davenport & Company LLC

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.

Options & derivatives strategies Tax-loss harvesting Active portfolio management Wealth management Founder/Business Owner Retired
user avatar
firm logo

Thomas G

Series 63, Series 65

Marion, VA

Davenport & Company LLC

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.

Options & derivatives strategies Tax-loss harvesting Active portfolio management Wealth management Founder/Business Owner Retired
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)