Patrick Slack is a financial advisor at Davenport & Company LLC in Richmond, VA, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has been with Davenport & Company since 2014. 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 non-profits. The firm offers a variety of investment and advisory solutions managed by specialized teams and committees, combining advisory and broker-dealer activities.

Mark Dinora is a financial advisor with Truist Advisory Services in Richmond, VA, holding Series 65 and Series 66 licenses and bringing 21 years of industry experience. His career includes roles at Truist Investment Services, BB&T Securities, and Capital One Financial. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, using a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platform arrangements.

Tracy Rosson is a financial advisor with Truist Advisory Services in Richmond, VA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with SunTrust advisory affiliates since 2010, including SunTrust Advisory Services since 2016. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Stephen Gow is a CFA® charterholder with 23 years of industry experience. He is currently with Truist Advisory Services, where he has worked since 2021, following eight years at Bb&T Securities, LLC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary approaches, supported by third-party platforms and AI-enabled research tools, to deliver investment and fiduciary services.

Charles Munford is a financial advisor at Davenport & Company LLC in Richmond, VA, holding Series 63 and Series 65 licenses with 32 years of industry experience. He has been with Davenport & Company since 2009 and has worked at Citigroup Global Markets since 2002. 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 non-profit organizations. The firm offers a broad range of services such as asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, utilizing multiple investment strategies managed by dedicated portfolio teams and supported by regular committee oversight.

Stephen Abbott is a financial advisor at Davenport & Company LLC with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Davenport & Company since 2018, following roles at SunTrust Advisory Services and SunTrust Investment Services. 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 investment vehicles and supported by dedicated portfolio management teams and oversight committees.

Kimberley Skowysz is a financial advisor at Davenport & Company LLC with 20 years of industry experience. She has held positions at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining Davenport in 2017. Kimberley holds a Series 63 designation. 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, delivered through various investment vehicles and managed by dedicated portfolio teams.

Coleman Wray 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 & Company in 2023, he worked at the University of Virginia and St. Christopher's School. Davenport & Company serves individual and institutional clients such as banks, pension plans, trusts, estates, nonprofits, and corporations, offering a broad range of services including asset management, retail brokerage, fixed income, public finance, and investment banking. The firm’s investment approach includes dedicated portfolio manager teams, an Investment Policy Committee, and a Manager Research team that oversees various strategies across separate accounts, mutual funds, ETFs, and unified managed accounts.

Conner Pugh is a financial advisor at Janney Montgomery Scott with a Series 66 designation and two years of industry experience. His prior work includes roles at Capital One and Virginia Commonwealth University. Janney Montgomery Scott LLC is a large 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 charitable organizations, offering brokerage, financial planning, and advisory programs supported by both in-house and third-party portfolio management.

Timothy Taylor is a financial advisor at Davenport & Company LLC with nine years of industry experience. He holds a Series 66 designation and has worked at Davenport & Company in various capacities since 2016, with a four-year tenure at Guggenheim Securities, LLC from 2018 to 2022. Outside of his advisory role, he manages rental property in Bellevue, Virginia. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, estates, nonprofits, and corporations, providing asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm emphasizes dedicated portfolio management teams and a range of separately managed account strategies, mutual funds, and municipal bond offerings.

Charles Finfgeld is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He is also the owner of InVirtus Wealth Partners, LLC, a private entity facilitating securities, investment advisory, and insurance business. Commonwealth Financial Network serves a national network of nearly 3,000 advisors and their clients, offering a range of advisory programs, wealth management, and retirement plan consulting. The firm provides operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Zachary Webb is a financial advisor at Commonwealth Financial Network with 12 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Cambridge Investment Research Advisors and Integris Wealth Partners. Webb is also the owner of Old Dominion Investment Strategies, LLC, which facilitates securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a range of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors who deliver customized investment advice under Commonwealth’s supervision.

Kyle Laux is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation with 18 years of industry experience. He has been with Davenport & Company since 2003. Davenport & Company LLC is a privately held, employee-owned firm offering investment management and brokerage services to individual and institutional clients. The firm provides a variety of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning through multiple investment strategies and specialized teams.

Richard Owen is a CFP® with 42 years of industry experience, currently serving as an advisor at Davenport & Company LLC since 2007. Prior to that, he worked at A. G. Edwards & Sons, Inc. for over three decades. He is a member of the Town of Ashland OPEB Finance Board, where he reviews the performance of a pooled trust. 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 offers a variety of services such as asset management, retail brokerage, public finance, investment banking, and financial planning, with investment decisions made by dedicated portfolio teams supported by a weekly Investment Policy Committee.

Thomas Watson is a CFP® with four years of industry experience, currently serving as a financial advisor at Davenport & Company LLC. His prior work includes roles at BrownGreer PLC and Elder, Watkins, & Friedman, PC, as well as experience outside of finance at Trinity Irish Pub. Watson is also Treasurer of Massey Alliance, a nonprofit focused on fundraising and raising awareness for the VCU Massey Comprehensive Cancer Center. Davenport & Company serves individual and institutional clients with a range of asset management, brokerage, investment banking, and advisory services. The firm’s asset management approach involves dedicated portfolio manager teams and a Manager Research team overseeing various strategies, including separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Calvin Anthony is a financial advisor at J. W. Cole Advisors, Inc. with one year of industry experience. He holds the Series 63 and Series 65 designations and previously worked at CoStar Group, Equitable Advisors, LLC, and Scott Insurance. Outside of advising, he is involved with Financial Dynamics & Associates, providing paraplanning and client support services. J. W. Cole Advisors operates a large network of independent advisers and offers fee-based portfolio management, financial planning, retirement services, and access to multiple investment platforms for individuals, high-net-worth clients, and institutions. The firm employs a variety of investment strategies and combines digital advice with discretionary and non-discretionary account management.

Ray Olson Jr. is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 licenses and has 27 years of industry experience. He has worked with Kestra Investment Services, Kestra Advisory, and Signator Investors since 2016, and has been affiliated with Transamerica Financial Advisors since 1998. Olson is also the president of Ray Olson, LLC and serves as a board member for Eagle Court HOA. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm serves very large institutional investors, including sovereign wealth funds, and offers multiple management platforms and third-party managed solutions within its supervisory framework.

Leavenworth Ferrell II 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 2015. Outside of his advisory role, Ferrell serves on the boards of the Seven Hill School and the Capital Region Land Conservancy, participating in strategic oversight and finance committees. Davenport & Company serves individual and institutional clients such as banks, pension plans, trusts, and nonprofits, offering a variety of services including asset management, retail brokerage, fixed income, public finance, and investment banking. The firm structures its investment approach around portfolio manager teams, an Investment Policy Committee, and a Manager Research team, managing mutual funds, separately managed accounts, and unified managed accounts.

Robert Giles is a financial advisor with Davenport & Company LLC in Richmond, VA, holding a Series 63 designation and over 54 years of industry experience. He has been with Davenport & Company since 1967. Outside of his advisory role, Giles serves as a board member and Finance Committee member for Historic Port Royal Inc. Davenport & Company LLC is a privately held, employee-owned firm offering investment management and brokerage services to individual and institutional clients. The firm employs dedicated portfolio manager teams supported by an Investment Policy Committee and provides a range of strategies and financial services, including asset management, retail brokerage, and financial planning.

Patrick Abelon is a financial advisor at Creative Planning with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cetera Wealth Services, Sageview Advisory Group, GWFS Equities, and ICMA Retirement Corporation. Abelon also serves as an investment consultant with Sageview Advisory Group, assisting plan sponsors with fiduciary monitoring of their employer-sponsored retirement plan investments. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm manages approximately $295.6 billion in client assets and employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure.