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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 with First Command Advisory Services, holding a Series 66 designation and five years of industry experience. His work history includes roles at multiple First Command entities since 2021 and prior service in the U.S. Air Force from 2016 to 2021. First Command Advisory Services 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 offers financial planning and various wrap-fee asset management programs using model portfolios and third-party managers selected by an internal 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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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 Series 66-registered financial advisor with Davenport & Company LLC, based in Williamsburg, VA. He has six years of industry experience, all with Davenport since 2020, following four years at Virginia Tech. Clark serves as an advisory board member of the RF Wilkinson Family YMCA, where he participates in monthly meetings and volunteers at events. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, estates, nonprofits, and corporations. The firm offers asset management, brokerage, fixed income, public finance, and advisory services, managing portfolios through dedicated teams and multiple investment strategies, including mutual funds and separately managed accounts.

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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Estrellita Z

Series 63, Series 65

Williamsburg, VA

Truist Advisory Services

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.

Founder/Business Owner Executive
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Alison F

Series 66

Williamsburg, VA

Davenport & Company LLC

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.

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

Series 63, Series 66

Williamsburg, VA

Eagle Strategies (NY Life)

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.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Thomas H

Series 63, Series 65

Williamsburg, VA

Stratos Wealth Partners, Ltd

Thomas Hurford is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. Prior to joining Stratos and LPL Financial in 2013, he worked at The Huntington Investment Company from 2006 to 2013. Outside of his advisory work, he is involved in fiction writing and screenwriting through a business entity called Hackneyed Phrase, LLC. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutions, using an IAR-driven model that offers customized portfolio management through an open-architecture platform integrating multiple third-party managers and overlay solutions.

Options & derivatives strategies Business exit / sale strategy Trust structures (GRAT, IDGT, revocable) Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Self-Employed HENRY (High Earners, Not Rich Yet) Established Professionals Approaching retirement
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James M

Series 66

Williamsburg, VA

Davenport & Company LLC

James Mccormick is a financial advisor at Davenport & Company LLC in Williamsburg, VA, holding a Series 66 credential with 11 years of industry experience. He has been with Davenport since 2015. Outside of his advisory role, he serves as the head coach of the James City County Public Schools swim team. Davenport & Company provides asset management, brokerage, and advisory services to individual and institutional clients, including banks, pension plans, trusts, nonprofits, and corporations. The firm offers a range of investment solutions through dedicated portfolio teams, separately managed accounts, mutual funds, and municipal bond strategies.

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