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Clifford W

CFP®, ChFC®, Series 63, Series 65

Williamsburg, VA

First Command Advisory Services

Clifford Weddington is a CFP® and ChFC® professional with over 22 years of experience in financial planning and advisory services. He has been with First Command Advisory Services since 2015 and has held various roles across affiliated First Command entities since 2003. Weddington is also the owner of The Weddington Group LLC, a financial planning accounting firm. First Command Advisory Services 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, utilizing a centralized team to manage model portfolios and select approved third-party managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Traver H

Series 66

Williamsburg, VA

Truist Advisory Services

Traver Hardesty is a financial advisor at Truist Advisory Services with 19 years of industry experience. He holds the Series 66 designation and has worked at Truist and its predecessor firms since 2013, including Bb&T Securities and Scott & Stringfellow. Truist Advisory Services provides investment consulting and advisory services for individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, and a manager-selection program supported by a combination of discretionary and non-discretionary strategies.

Founder/Business Owner Executive
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Benjamin B

CFP®, Series 66

Williamsburg, VA

Commonwealth Financial Network

Benjamin Bryan is a financial advisor with Commonwealth Financial Network, holding CFP® and Series 66 designations and six years of industry experience. He previously worked at Agia and VALIC Financial Advisors and has also held various positions at James Madison University. In addition to his advisory role, he is an agent for non-securities insurance products. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Aurora S

Series 66

Williamsburg, VA

First Command Advisory Services

Aurora Streeter is a financial advisor at First Command Advisory Services with eight years of industry experience. She holds a Series 66 credential and has worked at First Command in various roles since 2017, including time at Wells Fargo Clearing and the University of Maryland University College. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a notable focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs using model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Bryson S

Series 66

Williamsburg, VA

First Command Advisory Services

Bryson Spangler is a financial advisor with First Command Advisory Services in Williamsburg, VA. He holds the Series 66 designation and has three years of industry experience. Prior to his advisory role, he served in the U.S. Coast Guard from 2016 to 2023. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs using model portfolios built from mutual funds, ETFs, and third-party managers selected by a centralized Investment Management Team.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Cheryl S

Series 66

Williamsburg, VA

Empower Advisory Group

Cheryl Savage is a Series 66-credentialed financial advisor with 16 years of industry experience. She is currently with Empower Advisory Group and previously worked at SunTrust Advisory Services and Suntrust Investment Services. Outside of her advisory work, she is a commissioned Notary Public in the state of Virginia. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model aligned with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Norman W

Series 63, Series 65

Williamsburg, VA

OSAIC Institutions, INC.

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.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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Michael L

Series 66

Williamsburg, VA

Davenport & Company LLC

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.

Options & derivatives strategies Tax-loss harvesting Active portfolio management Wealth management Founder/Business Owner Retired
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Devon K

Series 63, Series 66

Williamsburg, VA

Davenport & Company LLC

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.

Options & derivatives strategies Tax-loss harvesting Active portfolio management Wealth management Founder/Business Owner Retired
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Heather H

Series 63, Series 65

Williamsburg, VA

Davenport & Company LLC

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.

Options & derivatives strategies Tax-loss harvesting Active portfolio management Wealth management Founder/Business Owner Retired
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Mary M

Series 63, Series 65

Williamsburg, VA

Centaurus Financial, Inc.

Mary Mick is a financial advisor with Centaurus Financial, Inc. in Williamsburg, VA, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. She previously worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Co from 2015 to 2022. Outside of her advisory role, she serves on the board of Help & Emergency Response LLC, a nonprofit organization. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, trusts, and foundations. The firm offers financial planning, portfolio management, and retirement-plan consulting through various platforms, employing both discretionary and non-discretionary approaches supported by multiple investment analysis techniques.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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Lee L

Series 66

Williamsburg, VA

Commonwealth Financial Network

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.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Emily F

CFP®, Series 63, Series 65

Williamsburg, VA

Davenport & Company LLC

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.

Options & derivatives strategies Tax-loss harvesting Active portfolio management Wealth management Founder/Business Owner Retired
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Nikki N

Series 63, Series 65

Williamsburg, VA

Truist Advisory Services

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.

Founder/Business Owner Executive
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Richard H

Series 63, Series 66

Williamsburg, VA

Davenport & Company LLC

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.

Options & derivatives strategies Tax-loss harvesting Active portfolio management Wealth management Founder/Business Owner Retired
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Jason P

Series 66

Williamsburg, VA

First Command Advisory Services

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.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Michael S

CFP®

Williamsburg, VA

Commonwealth Financial Network

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.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Jacob C

Series 66

Williamsburg, VA

Davenport & Company LLC

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.

Options & derivatives strategies Tax-loss harvesting Active portfolio management Wealth management Founder/Business Owner Retired
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Christopher W

Series 63, Series 66

Williamsburg, VA

Sanctuary Advisors, LLC

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.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning
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Arthur C

Series 63, Series 65, Series 66

Williamsburg, VA

Truist Advisory Services

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.

Founder/Business Owner Executive
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