James Moore Jr. is a financial advisor at Davenport & Company LLC with 34 years of industry experience. He has been with Davenport & Company LLC since 1998 and also has a long tenure with Davenport & Company of Virginia, Inc. beginning in 1985. He holds Series 63 and Series 66 licenses. Davenport & Company serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations. The firm offers asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services, with a portfolio management structure that supports various managed account and mutual fund strategies.

Thomas Branch is a CFP® with eight years of industry experience, currently serving as a financial advisor at Davenport & Company LLC in Richmond, VA. Prior to joining Davenport in 2018, he worked at CoStar Group and Specialty Coating and Laminating. He is involved with The Cabell Foundation as a director and investment committee member, and serves on the board of ChildSavers. Davenport & Company LLC serves individual and institutional clients, offering asset management, brokerage, financial planning, and investment banking services. The firm combines portfolio manager teams with research and advisory capabilities, managing multiple mutual funds and fixed-income strategies within an employee-owned structure.

James Cann is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He has been with Truist Advisory Services since 2016 and with Truist Bank since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation, investment policy analysis, plan sponsor fiduciary support, and a manager-selection program. The firm combines discretionary and non-discretionary approaches, leveraging third-party platforms and AI-enabled research tools, with a focus on inter-affiliate integration and comprehensive supervisory oversight.

Melanie Nunnally is a financial advisor with Truist Advisory Services in Richmond, VA, holding a Series 66 designation and 25 years of industry experience. Her career includes roles at Truist Investment Services, SunTrust Advisory Services, and Scott & Stringfellow, Inc. She has been with Truist Advisory Services since 2021. Truist Advisory Services offers 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 platform agreements and AI-enabled research tools.

Jon Mcelhaney is a CFA® charterholder and holds a Series 66 license with 27 years of industry experience. He has worked at Davenport & Company LLC since 2019 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Davenport & Company LLC serves individual and institutional clients, including banks, pension plans, trusts, estates, nonprofits, and corporations, offering asset management, retail brokerage, fixed income, public finance, and investment banking services. The firm’s asset management includes separately managed accounts, mutual funds, ETF models, and unified managed accounts, supported by dedicated portfolio teams and research groups.

James Sanderson is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation with 20 years of industry experience. He has been with Davenport & Company since 2004. Davenport & Company serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations, providing asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s asset management is structured around specialized portfolio teams and offers a range of strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Richard Jones IV is a financial advisor at Davenport & Company LLC with 42 years of industry experience. He has been with Davenport since 1999 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a trustee for the R Walter Jones Trust. Davenport & Company serves individual and institutional clients with a range of services including asset management, retail brokerage, public finance, and investment banking. The firm’s investment approach includes dedicated portfolio manager teams and research groups that manage strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Brian Connelly is a financial advisor at Kestra Advisory with 34 years of industry experience. He previously operated Connelly Financial Group and worked with Commonwealth Financial Network. Connelly also manages a small book of health insurance business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients. The firm offers fiduciary consulting, plan-level investment advice, and access to multiple management platforms and third-party solutions, serving clients including large institutional investors and sovereign wealth funds.

Simon Kinsinger is a financial advisor with Equity Services, Inc., holding Series 63 and Series 65 designations and five years of industry experience. Prior to joining Equity Services, he worked at National Life Group and Primerica Financial Services. Outside of his advisory role, Kinsinger is actively involved in emergency medical services, serving as an EMT with Floyd County EMS and Frontline EMS. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and utilizes third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

Kristin Hollerith is a financial advisor at Commonwealth Financial Network with 14 years of industry experience. She holds the Series 66 designation and previously worked at Davenport & Company LLC for eight years before joining Commonwealth, where she has been since 2022. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and manages roughly $212.7 billion in client assets. The firm provides a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, and retirement consulting, offering a mix of investment options and back-office services.

Thomas Ferguson is a financial advisor at Davenport & Company LLC with 23 years of industry experience. He holds Series 65 and Series 63 credentials and has worked at Davenport since 2019, following five years at Caprin Asset Management. Ferguson serves as a board member for Henrico CASA, participating in board and committee meetings. Davenport & Company LLC provides services to individual and institutional clients, including banks, pension plans, and nonprofits. The firm offers asset management, brokerage, financial planning, and advisory programs, utilizing a team-based approach for portfolio management and overseeing a range of mutual funds and fixed-income strategies.

Sarah Grammer is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation with one year of industry experience. Prior to joining Davenport, she worked at the Virginia Department of Health and in the food service industry. Davenport & Company serves individual and institutional clients, providing asset management, brokerage, fixed income, public finance, and investment banking services. The firm’s Investment Advisory division offers separately managed accounts, financial planning, and other advisory programs, supported by dedicated portfolio teams and a manager research group.

David Leuschen is a financial advisor with Commonwealth Financial Network in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at Commonwealth Financial Network since 2009 and operates Retirement & Estate Investment Services, a private entity facilitating securities, advisory, and insurance business. Additionally, he serves as a durable power of attorney, executor, and trustee for a non-familial individual. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a range of advisory programs and services, including wealth management and retirement plan consulting. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, enabling advisors to offer customized investment solutions under Commonwealth’s supervision.

Kimberly Blanchard is a financial advisor at Davenport & Company LLC in Richmond, VA, holding Series 63 and Series 65 licenses with 32 years of industry experience. She has been with Davenport & Company since 1998. Davenport & Company serves individual and institutional clients, providing asset management, brokerage, public finance, and advisory services. The firm’s asset management includes dedicated portfolio teams and offers a range of separately managed accounts, mutual funds, and fixed-income strategies.

Ryan Poland is a CFP®-certified financial advisor at Davenport & Company LLC with 10 years of industry experience. He has been with Davenport since 2015. Davenport & Company serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations. The firm offers asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services, with dedicated portfolio management teams and a range of advisory programs.

James Lersch is a financial advisor at Davenport & Company LLC with one year of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Bank for nine years. Davenport & Company serves individual and institutional clients, providing asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s investment approach includes separately managed accounts, model portfolios, and mutual funds, supported by dedicated portfolio manager teams and research professionals.

Armistead Young IV is a financial advisor at Davenport & Company LLC in Richmond, VA, with 32 years of industry experience. He has been with Davenport since 2006 and holds Series 63 and Series 65 licenses. Young serves on the investment committee of FeedMore, a charitable organization. Davenport & Company LLC provides asset management, retail brokerage, fixed income, public finance, and investment banking services to individual and institutional clients. The firm offers separately managed accounts, financial planning, and advisory programs, and manages several mutual funds and fixed-income strategies through dedicated portfolio teams and research groups.

Jonathon Fant is a financial advisor at Truist Advisory Services with a Series 65 designation and one year of industry experience. His prior roles include positions at Truist Bank, Scott+Scott Attorneys at Law, Virginia Military Institute, and Colonial Forge High School. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting to implement its advice.

Gregory Cappel is a financial advisor with Money Concepts Capital Corp in Richmond, VA, holding Series 63 and Series 65 licenses and having 36 years of industry experience. He has been with Money Concepts Capital Corp since 2002. Outside of his advisory role, he owns Priority Planning Financial LLC and is the managing member of JVHC-Cappel LLC, both non-investment related businesses. Money Concepts Advisory Service (MCAS) provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm uses a variety of managed programs and investment strategies, including model portfolios and third-party sub-advisers, serving approximately 14,700 clients with around $3.33 billion in assets under management.

Van Dyke Jones II is a financial advisor at Davenport & Company LLC in Richmond, VA, with 26 years of industry experience. He has been with Davenport since 2006 and holds Series 63 and Series 66 designations. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, estates, nonprofits, and corporations, providing a range of services such as asset management, retail brokerage, public finance, and investment banking. The firm’s asset management approach involves dedicated portfolio manager teams and a Manager Research team, offering various advisory programs and managing multiple mutual funds and fixed-income strategies.