Elizabeth Nye is a financial advisor at Davenport & Company LLC with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Truist Advisory Services, Truist Investment Services, BB&T Securities, and Scott & Stringfellow. 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 range of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning through various account types and investment strategies.

Ashley Ferguson is a financial advisor at NewEdge Advisors with one year of industry experience. Prior to joining NewEdge Advisors in 2025, Ferguson worked at Middlebrook Wealth and Frederick County Wealth, and previously held a position with Wake County Government. Outside of advising, Ferguson is involved in managing real estate activities as an owner and landlord. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management and consulting services, combining in-house and third-party strategies with technology tools and emphasizes centralized due diligence and monitoring.

Alicia Mcanney is a financial advisor at Davenport & Company LLC based in Staunton, VA. She holds the Series 66 designation and has experience in the financial industry beginning in 2022, with prior roles at Truist Investment Services and Truist Bank. Before entering the financial sector, she worked at Dillard’s from 2015 to 2019. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, and nonprofits, providing asset management, retail brokerage, fixed income, public finance, and investment banking services. The firm’s asset management division includes portfolio manager teams and research groups that oversee a variety of investment strategies and mutual funds.

Henry Shipplett Jr. is a financial advisor at Davenport & Company LLC with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Scott & Stringfellow, Inc., Bb&T Securities, and Truist Advisory Services. He serves as a trustee for the Staunton Augusta YMCA Endowment Fund, overseeing its investments. Davenport & Company LLC is a privately held, employee-owned firm offering investment management and brokerage services to individual and institutional clients. The firm’s investment approach includes dedicated portfolio manager teams, a weekly Investment Policy Committee, and a range of strategies managed on both discretionary and non-discretionary bases.

Shreve Rohle is a Series 66-registered financial advisor with Davenport & Company LLC, based in Staunton, VA, and has 10 years of industry experience. He has been with Davenport & Company since 2015. Rohle serves as a board member of the HSC Gridiron Club, supporting the Hampden-Sydney Football program through recruiting and fundraising efforts. 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 range of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, with investment decisions made by dedicated portfolio manager teams supported by an Investment Policy Committee.

Mary Pritt is a financial advisor at Davenport & Company LLC in Staunton, VA, holding a Series 66 designation with three years of industry experience. Prior to joining Davenport in 2024, she worked at Truist Advisory Services and Truist Investment Services, and she spent 14 years at Augusta County Public School. 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 through various investment vehicles and tailored strategies.

William Sowers III is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Davenport & Company LLC. His prior roles include positions at Truist Advisory Services, Truist Investment Services, and BB&T Securities. Outside of his advisory work, he serves as Board President of The Field School, a private all-boys school, and as a finance committee member and board member of the Frontier Culture Museum Foundation. Davenport & Company LLC is a privately held, employee-owned firm offering investment management and brokerage services to individual and institutional clients. The firm’s investment decisions are managed by dedicated portfolio teams supported by an Investment Policy Committee, providing a range of discretionary and tailored strategies across multiple asset classes.

Larry Straley Jr. is a financial advisor with OSAIC Institutions, INC. based in Greenville, VA. He holds Series 63 and Series 65 licenses and has 38 years of industry experience. Since 2008, he has been associated with Infinex Investments, Inc. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by providing a range of advisory and brokerage services through customized engagements. The firm offers access to alternative investments, lending and cash-management solutions, and primarily delivers advice through a network of investment adviser representatives employing both fundamental and technical analysis.

Donald Benner is a financial advisor at Davenport & Company LLC with 24 years of industry experience. He holds a Series 66 designation and has previously worked at Truist Advisory Services, Truist Investment Services, BB&T Securities, and Scott & Stringfellow. Outside of his advisory work, he is the president of Benfield Farms, Inc., a family-operated cattle and hay farm. 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, with investment decisions supported by dedicated portfolio teams and regular committee oversight.

John Childress is a financial advisor at Edward Jones in Staunton, VA, holding a Series 66 designation with 17 years of industry experience, all of which have been with Edward Jones since 2009. Outside of his advisory role, he is a 25% owner of CWP Holdings LLC, an LLC formed with family members to purchase family land. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment solutions, supported by a nationwide network of approximately 23,701 financial advisors. The firm offers both discretionary and non-discretionary strategies, affiliated mutual funds, and operates under a fiduciary standard.

Michael Swinson is a CFP® and Series 66-registered financial advisor with Edward Jones in Staunton, VA, where he has worked for 10 years since 2016. He serves as a 1st Counselor in the bishopric of The Church of Jesus Christ of Latter-day Saints in Waynesboro, VA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of advisors and branch offices.

Jeffrey Furman is a CFP® and Series 66 registered financial advisor with Edward Jones in Fishersville, VA, where he has worked for 11 years. His experience is entirely with Edward Jones. Outside of his advisory role, he owns a rental property in Bridgewater, VA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide array of advisory programs, including managed solutions, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

Garland Davis II is a financial advisor with Raymond James Financial, holding a Series 66 credential and 20 years of industry experience. He has worked at Raymond James since 2017 and previously spent six years with Wells Fargo Advisors Financial Network. Outside of his advisory role, he is the owner of Willow Springs Farm in Virginia and serves as the Investment Committee Chair for the Virginia Elks Association. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports clients through various advisory programs and institutional consulting services.

John Showalter is a financial advisor with Cetera, holding the ChFC® designation and Series 63 and 65 licenses. He has 28 years of industry experience, including over two decades at Concourse Financial Group Securities Inc. Outside of his advisory role, he is involved in real estate business activities through ownership and management of rental properties. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services supported by a multi-manager platform and a large nationwide network of independent advisors.

Joel Elmore is a financial advisor with LPL Financial based in Waynesboro, VA. He holds a Series 66 designation and has two years of industry experience, including prior roles at Positioning Universal Inc and Mission Secure Inc. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management, with support from in-house and third-party research.

Matthew Kurz is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years at Wells Fargo Advisors LLC. Outside of his advisory role, Kurz is involved in managing several investment-related businesses, including multiple property management and rental ventures. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of financial products, notably insurance-related vehicles and bank deposit sweep options.

Adam Powell is a financial advisor with OSAIC in Weyers Cave, VA, holding Series 63 and Series 65 credentials and 27 years of industry experience. He previously worked with Securities America Advisors and SECURITIES AMERICA, inc. for eight years. Outside of his advisory role, he serves as Treasurer and a Finance Committee member for Staunton Alliance Church. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing firm-provided asset allocation tools and third-party platforms to manage a range of investment vehicles on both discretionary and non-discretionary bases.

David Elmore is a CFP® professional affiliated with LPL Financial in Waynesboro, Virginia, with 29 years of industry experience. He has been with LPL Financial since 2004. Outside of his advisory role, he is involved with the Elmore Foundation, a nonprofit organization that raises and distributes funds for business education for indigent people globally, and he holds ownership in a local restaurant, Mission Coffee, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party providers.

Nicholas Decker is a financial advisor at Fidelity with nine years of industry experience. His prior roles include positions at Charles Schwab Bank, Ameriprise Financial Services, LPL Financial, and Merrill. He holds the Series 66 designation. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a process that combines fundamental research and quantitative analysis to construct model portfolios utilizing mutual funds, ETFs, and ETPs, and is noted for its use of algorithmic methods and formal advisory roles to multiple registered investment companies.

Zachary Hatter is a financial advisor with Cetera, holding the ChFC® designation and Series 63 and 66 licenses. He has three years of industry experience and has worked at several firms, including Concourse Financial Group Securities Inc and Weaver Insurance & Financial Advisors, where he also serves as a financial adviser. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a nationwide network of independent advisors and employs multiple program structures with discretionary and non-discretionary management options.