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® credentialed financial advisor with Davenport & Company LLC in Richmond, VA, bringing two years of industry experience. His background includes multiple roles at the University of the South and Truist Foundations and Endowments Group. Davenport & Company LLC serves individual and institutional clients, offering a range of services including asset management, financial planning, and investment advisory programs. The firm’s asset management approach involves dedicated portfolio teams, an Investment Policy Committee, and a Manager Research team, and it acts as adviser to six mutual funds while providing both advisory and brokerage services.

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 with Truist Advisory Services in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Her prior experience includes roles at SunTrust Advisory Services, BB&T Securities, SunTrust Bank, and RBC Wealth Management. She serves as a board member for the Westhampton United Methodist Church Day School, which provides early childhood and elementary after-school care. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration.

Irving Chapman IV is a CFA® charterholder with over 30 years of experience at Davenport & Company LLC, where he has worked since 1995. He is based in Richmond, VA, and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves on the Board of Trustees for the Medical College of Virginia Foundation, where he assists with policy formulation, fiduciary oversight, and endowment management. Davenport & Company serves individual and institutional clients with a range of services including asset management, retail brokerage, fixed income, and investment banking. The firm organizes its asset management through dedicated portfolio teams and research, offering strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Holly Crockett is a financial advisor at Davenport & Company LLC with 39 years of industry experience. She holds Series 63 and Series 65 licenses and 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 through a dedicated team structure and a variety of managed account programs.

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 in Richmond, VA, holding a Series 66 designation with 12 years of industry experience. He has been with Davenport & Company since 2011. 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 through a team-based approach and manages multiple mutual funds and separately managed account strategies.

Ryan Blankenship is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation with 11 years of industry experience. He has been with Davenport since 2014. Davenport 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 organized around portfolio manager teams, an Investment Policy Committee, and a Manager Research team, overseeing various strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

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 with Davenport & Company LLC in Richmond, VA, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. She 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. The firm offers asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services, with an investment approach organized around portfolio manager teams, an Investment Policy Committee, and a Manager Research team.

Mary Katherine Luu is a financial advisor at Janney Montgomery Scott with 26 years of industry experience. She holds the Series 66 designation and has been with Janney since 2015. Prior to Janney, she worked at Morgan Stanley and its affiliated entities from 2001 to 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 a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, consulting, and multiple 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 worked at Sterling Capital for ten years before joining Davenport in 2023. Davenport & Company serves individual and institutional clients with a range of services including asset management, retail brokerage, fixed income, public finance, and investment banking. The firm employs dedicated portfolio manager teams and a Manager Research team to oversee strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Lily Silva is a financial advisor at Davenport & Company LLC with four years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at LPL Financial and Vaught, Spangler, and Associates Financial Services. Davenport & Company serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations, offering asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s asset management includes dedicated portfolio manager teams and multiple investment strategies, and it acts as adviser to six Davenport mutual funds.

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 experience includes roles at Octagon, ESL Facelt Group, and Augusta National Golf Club. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, and nonprofits, providing asset management, brokerage, fixed income, public finance, and investment banking services. The firm’s advisory platform includes separately managed accounts, model delivery, and financial planning, supported by dedicated portfolio teams and a manager research group.

Clark Halladay Jr. is a CFA® charterholder with three years of industry experience, currently serving as a financial advisor at Davenport & Company LLC in Richmond, VA. His prior work includes roles at Thompson, Siegel & Walmsley LLC and Markel Corporation. Davenport & Company LLC provides asset management, retail brokerage, fixed income, public finance, and investment banking services to individual and institutional clients, including banks, pension plans, trusts, and nonprofits. The firm’s advisory services feature separately managed accounts, model delivery, financial planning, and mutual fund management, supported by dedicated portfolio teams and research resources.

Karli Woodcock Tench is a financial advisor at Davenport & Company LLC with two years of industry experience. She holds a Series 66 designation and began her career at Davenport in 2024. Prior to joining the firm, she worked in education and community organizations, including Chesterfield County Public Schools and Brandermill Church. Davenport & Company serves individual and institutional clients such as banks, pension plans, trusts, estates, nonprofits, and corporations. The firm offers asset management, brokerage, fixed income, investment banking, and advisory services, managing portfolios through dedicated teams and providing access to mutual funds, ETFs, and municipal bond strategies.

John Jones II is a financial advisor at Merrill with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Merrill and Bank of America, N.A. since 2015. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Ashley Morris is a CFP® professional with 11 years of industry experience. She currently advises at Edelman Financial Engines and previously worked at Facet Wealth, The Vanguard Group, Inc., and Keatley Wealth Management, LLC. Morris serves as an honorary board member of the JC Morris Family Foundation, a charitable organization providing educational assistance for underserved minors. Edelman Financial Engines offers technology-driven investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, providing diversified portfolios, rebalancing, and both discretionary and non-discretionary management options.

Lynne Jennings serves as a Wealth Management Senior Relationship Manager at Fidelity Investments. In her current role, she focuses on providing customized services to sophisticated clients, aiming to support their long-term financial well-being through tailored, high-touch relationships. Her professional experience spans over three decades in the financial industry, including positions such as Vice President and Branch Leader at Fidelity Investments from 2016 to 2022, Senior Relationship Manager at Fidelity Investments from 2010 to 2016, and various trading and account management roles at firms including Wachovia Securities First Clearing Corp, GE Financial Capital Brokerage, Wheat First Union Capital Markets, and Branch Cabell and Co. No information regarding her education, credentials, personal interests, or community involvement has been provided.