Norman Watters Jr. is a financial advisor at OSAIC Institutions, Inc. with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Infinex Investments, Chesapeake Wealth Management, SunTrust Advisory Services, and Wells Fargo Clearing. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer model that balances firm supervision with investment adviser representative discretion.

Michael Levenson is a financial advisor at Davenport & Company LLC with four years of industry experience. He holds the Series 66 designation and previously worked at Protiviti and Deloitte & Company. Outside of advising, he completed a technical product management internship at Nike in 2022. Davenport & Company serves individual and institutional clients with services including asset management, retail brokerage, fixed income, public finance, and investment banking. The firm’s investment advisory division offers separately managed accounts, model delivery, financial planning, and other advisory programs.

Devon King is a financial advisor at Davenport & Company LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Davenport & Company since 1998. Outside of his advisory role, he is the owner and president of ZONA'S LLC, a business specializing in essential oils and vape products, and also manages Chesapeake Bay Oyster Credits. Davenport & Company serves individual and institutional clients, providing asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm manages portfolios through dedicated teams and offers a range of advisory programs, including separately managed accounts and mutual funds.

Heather Hall is a financial advisor at Davenport & Company LLC with 22 years of industry experience. She has been with Davenport since 2013 and holds Series 63 and Series 65 licenses. Davenport & Company serves individual and institutional clients such as banks, pension plans, trusts, and nonprofits, offering asset management, brokerage, investment banking, and advisory services. The firm’s investment approach includes separately managed accounts, model delivery platforms, and mutual fund management, supported by dedicated portfolio teams and an investment policy committee.

Lee Lehmkuhler is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Cornerstone Wealth, Huntington Ingalls Industries, LPL Financial, TD Ameritrade, and Scottrade. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a variety of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors who deliver personalized advice under Commonwealth’s supervision.

Emily Fiscella is a financial advisor at Davenport & Company LLC with 12 years of industry experience. She holds the CFP® designation and Series 63 and Series 65 licenses. Prior to joining Davenport in 2026, she worked for Wells Fargo Clearing, WELLS FARGO Advisors, LLC, and Wells Fargo Bank NA. Davenport & Company LLC serves individual and institutional clients, offering asset management, brokerage, and advisory services. The firm’s investment approach includes dedicated portfolio manager teams and an Investment Policy Committee that oversees multiple strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Nikki Nunes is a financial advisor at Truist Advisory Services with four years of industry experience. She holds Series 63 and Series 65 licenses and has worked at SunTrust Investment Services since 2014. Outside of advisory work, she is a Virginia Notary Public. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Richard Henry is a financial advisor with Davenport & Company LLC in Williamsburg, VA, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has been with Davenport & Company since 2002. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, nonprofits, and corporations, offering a range of services such as asset management, retail brokerage, fixed income, public finance, and investment banking. The firm’s asset management features dedicated portfolio manager teams and a Manager Research team that oversee various investment strategies across separate accounts, mutual funds, and ETFs.

Jason Perry is a financial advisor at First Command Advisory Services with four years of industry experience. He holds the Series 66 designation and previously served in the US Air Force for five years. His career background includes roles at First Command Insurance Services, Brokerage Services, and Financial Services, all since 2021. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team, delivering a structured approach to portfolio construction and oversight.

Michael Sigmon is a CFP® professional with six years of experience in the financial services industry. He has worked at firms including Summit Financial Partners and Cornerstone Wealth before joining Commonwealth Financial Network. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and hundreds of thousands of clients. The firm provides a range of adviser support services, including managed account programs, access to third-party asset managers, and custody and clearing services.

Jacob Clark is a financial advisor at Davenport & Company LLC with five years of industry experience. He holds a Series 66 designation and has been with Davenport since 2020. Prior to joining Davenport, Clark worked at Virginia Tech from 2016 to 2020. He serves on the advisory board of the RF Wilkinson Family YMCA, attending monthly meetings and volunteering at events. Davenport & Company serves individual and institutional clients, providing asset management, brokerage, fixed income, public finance, and investment banking services. The firm offers a range of advisory programs through dedicated portfolio manager teams and manages several mutual funds and fixed-income strategies.

Christopher Walls is a financial advisor at Sanctuary Advisors, LLC with 27 years of industry experience. He previously worked for Davenport & Company LLC for nine years before joining Sanctuary in 2023. Walls serves on the Boy Scouts of America equipment committee and participates on the investment committee for King Of Glory Lutheran Church. He is also the Chief Investment Officer for Trustbuilders Law Group, advising on asset allocation for clients of the firm. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse range of clients, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports a network of over 400 independent advisors who utilize various investment approaches and platforms, offering both discretionary and non-discretionary account management.

Arthur Chambers II is a financial advisor at Truist Advisory Services with 39 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His career includes roles at Truist Investment Services and SunTrust Advisory Services, reflecting a long tenure within the Truist enterprise. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration across Truist’s broker-dealer and banking affiliates.

Estrellita Zamora is a financial advisor with Truist Advisory Services in Williamsburg, VA, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. Her career includes roles at Truist Investment Services, Wells Fargo Clearing, Wells Fargo Advisors, and Wachovia Bank. Truist Advisory Services provides 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 AI-enabled research tools and an integrated inter-affiliate platform.

Alison Foley is a financial advisor at Davenport & Company LLC with 18 years of industry experience. She holds a Series 66 designation and has been with Davenport since 2007. Outside of her advisory role, Alison serves as Treasurer for the Colonial Connections Networking Group, is a member of the Williamsburg United Methodist Church Endowment Committee, and is Vice Chair of the Board of Directors for the Peake Childhood Center, a nonprofit early childhood education organization. Davenport & Company serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations. The firm offers a range of services such as asset management, retail brokerage, fixed income, public finance, and investment banking, with investment management delivered through dedicated portfolio teams and various advisory programs.

Roger Banville is a financial advisor with Eagle Strategies (New York Life) based in Williamsburg, VA. He holds Series 63 and Series 66 designations and has 30 years of industry experience. Banville has been with New York Life and Nylife Distributors LLC since 2012. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of investment adviser representatives. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, working with various client types including defined contribution and defined benefit plans.

Thomas Hurford is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Prior to joining Stratos in 2013, he worked at The Huntington Investment Company for seven years. Outside of his advisory role, he is involved in a family business that refurbishes and sells older sailboats, as well as creative writing projects including fiction and screenwriting. Stratos Wealth Partners serves a diverse range of clients, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed programs, access to various investment strategies, and retirement plan consulting through a network of investment adviser representatives.

James Mccormick is a financial advisor at Davenport & Company LLC with 10 years of industry experience. He holds a Series 66 designation and has been with Davenport since 2015. Outside of his advisory role, he serves as the head coach for the James City County Public Schools swim team. Davenport & Company LLC serves individual and institutional clients, offering asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s investment approach includes dedicated portfolio manager teams and a Manager Research team, overseeing separately managed accounts, mutual funds, ETF model portfolios, and unified managed accounts.

Melody Glass is a financial advisor with Truist Advisory Services, holding a Series 66 credential and 15 years of industry experience. She has been with Truist since 2015, including roles at BB&T Securities and Truist Investment Services. Outside of her advisory work, she is the author of a children’s book titled *Bubbles & Bullies*. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration across its affiliated broker-dealer and bank.

Blake Hicks is a financial advisor with Commonwealth Financial Network and holds a Series 66 designation. He has seven years of industry experience, including roles at Points Wealth, LLC—which he owns—as well as Colonial River Wealth Management, LPL Financial, and Lions Bridge Financial Advisors. Prior to his advisory career, he worked at the National Center for State Courts. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers a comprehensive adviser platform, including managed-account programs, third-party asset manager access, retirement consulting, and custody services.