Joseph Thompson is a Certified Financial Planner® with 11 years of industry experience. He has worked at Davenport & Company LLC since 2017 and was previously with Verus Financial Partners. Davenport & Company LLC serves individual and institutional clients, offering asset management, brokerage, fixed income, public finance, and investment banking services. The firm’s asset management includes separately managed accounts, model portfolios, and mutual funds, supported by dedicated portfolio teams and research staff.

Michael Beall is a CFA® charterholder with 45 years of industry experience, currently serving at Davenport & Company LLC in Richmond, VA since 1980. He holds Series 63 and Series 65 licenses and has been involved in various outside activities including serving as Chairman of the Board for Good Samaritan Ministries, a faith-based substance abuse rehabilitation program, and participating as a trustee and finance committee chair for the American Numismatic Society. Additionally, he contributes content and connections to Coinweek.com, an online coin collecting magazine. 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 range 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 a weekly Investment Policy Committee.

William Morris is a financial advisor at Davenport & Company LLC with two years of industry experience. He holds a Series 66 designation and previously worked at Patrick K. Moore, PC. Outside of finance, he has experience with entrepreneurial ventures including YogaDirect.Com and Mobiledumps, LLC. Davenport & Company LLC is an 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 through various investment vehicles and tailored strategies.

Denis Porter is a financial advisor at First Command Advisory Services with five years of industry experience and holds a Series 66 designation. He has a background that includes service in the United States Army Reserves since 2013, where he serves as an Executive Officer overseeing operational, administrative, and logistical tasks. His prior experience also includes roles at First Command Brokerage and Insurance Services, as well as operating a kayak tour business. First Command Advisory Services, Inc. is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

John Westfall is a CFP® with two years of industry experience, currently serving as a financial advisor at Davenport & Company LLC in Richmond, VA. Prior to joining Davenport, he held multiple roles at the University of the South: Sewanee and briefly worked with Truist Foundations and Endowments Group. Davenport & Company LLC serves individual and institutional clients, offering asset management, brokerage, and advisory services. The firm employs a team-based investment approach and manages various strategies across separately managed accounts, mutual funds, and ETFs.

Gilbert Earle IV is a financial advisor with Truist Advisory Services in Richmond, VA, holding Series 63 and Series 66 credentials and 21 years of industry experience. Prior to joining Truist Advisory Services and Truist Investment Services in 2022, he worked for First Clearing, Llc for 12 years. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager‑selection program utilizing a mix of discretionary and non‑discretionary approaches supported by third‑party platforms and AI-enabled research tools.

Marion Pitts is a financial advisor at Truist Advisory Services with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Suntrust Advisory Services, BB&T Securities, and RBC Wealth Management. Outside of her advisory role, she serves as a board member for the Westhampton United Methodist Church Day School in Richmond, VA. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, and a manager-selection program that combines discretionary management and consulting through third-party platforms.

Irving Chapman IV is a CFA® charterholder with 31 years of experience at Davenport & Company LLC, where he has worked since 1995. He serves on the Board of Trustees for the Medical College of Virginia Foundation, assisting with policy formulation and fiduciary oversight. Davenport & Company LLC is a privately held, employee-owned firm providing investment management and brokerage services to individual and institutional clients, offering a range of products and strategies managed by dedicated portfolio teams and supported by regular committee reviews.

Holly Crockett is a financial advisor at Davenport & Company LLC with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Davenport since 2015. 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 wide range of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning through various managed accounts and investment products.

Kevin Buenvenida is a CFP® professional with 18 years of industry experience. He is currently with J. W. Cole Advisors, Inc., where he has worked since 2019. His prior experience includes roles at TD Ameritrade and Morgan Stanley. J. W. Cole Advisors operates through a large network of independent advisers and offers fee-based portfolio management, financial planning, retirement plan services, and access to third-party manager platforms for individuals, high-net-worth clients, and institutional accounts.

Andrew Hargroves is a financial advisor at Davenport & Company LLC with 11 years of industry experience. He holds the Series 66 designation and has been with Davenport & Company since 2011. 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 variety of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, delivered through multiple strategies and managed accounts.

Ryan Blankenship is a financial advisor at Davenport & Company LLC with 11 years of industry experience. He has held his current position at Davenport since 2014 and holds a Series 66 designation. 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 nonprofit organizations. The firm offers a range of services through various managed accounts and investment strategies, combining advisory and broker-dealer activities.

David Lee is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and 12 years of industry experience. His prior roles include positions at HSBC Securities, JP Morgan Chase, Bank of America/Merrill Lynch, LPL Financial, and M&T Bank Corporation. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs along with broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains in-house research, security-pricing, and market roles that differentiate it from peers.

Julie Apple is a financial advisor at Davenport & Company LLC with 26 years of industry experience. She has been with Davenport since 2004 and holds Series 63 and Series 66 licenses. 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, delivered through various managed accounts, mutual funds, ETFs, and retirement solutions.

Mary Katherine Luu is a financial advisor at Janney Montgomery Scott with 25 years of industry experience. She holds a Series 66 designation and has been with Janney Montgomery Scott since 2015. 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 individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple wrap/advisory programs.

Timothy Reyes is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation with six years of industry experience. He previously worked at Sterling Capital for ten years before joining Davenport & Company in 2023. 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 employs a team-based investment approach with a range of strategies and offers both advisory and broker-dealer services.

Lily Silva is a financial advisor at Davenport & Company LLC with four years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at LPL Financial and Vaught, Spangler, and Associates Financial Services. Prior to her advisory career, she held various roles including positions in hospitality and education. Davenport & Company serves individual and institutional clients such as 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 services with a focus on dedicated portfolio management teams and a range of separately managed accounts and advisory programs.

Michael Coggeshall is a financial advisor at Davenport & Company LLC in Richmond, VA. He holds a Series 66 designation and has been with Davenport since 2026. His prior work experience includes roles at Octagon and ESL Facelt Group. Davenport & Company serves individual and institutional clients with asset management, brokerage, fixed income, public finance, and investment banking services. The firm offers separately managed accounts, model delivery, financial planning, and advisory programs, supported by a dedicated portfolio management team and an Investment Policy Committee.

Clark Halladay Jr. is a CFA® charterholder and Series 63 licensee with three years of industry experience. He is currently an advisor at Davenport & Company LLC, where he has worked since 2022. Prior to that, he held roles at Thompson, Siegel & Walmsley LLC and Markel Corporation. Davenport & Company LLC serves individual and institutional clients with services including asset management, retail brokerage, fixed income, public finance, and investment banking. The firm employs a team-based approach to portfolio management and offers a range of advisory programs, including separately managed accounts, mutual funds, and municipal bond strategies.

Karli Woodcock Tench is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation with two years of industry experience. Prior to joining Davenport, she worked in education and community organizations, including Chesterfield County Public Schools and Brandermill Church. She also has experience at Virginia Commonwealth University. Davenport & Company serves individual and institutional clients, providing asset management, retail brokerage, fixed income, public finance, and investment advisory services. The firm’s advisory division offers separately managed accounts, financial planning, and other advisory programs, supported by dedicated portfolio manager teams and an Investment Policy Committee.