Richard Jones IV is a financial advisor at Davenport & Company LLC in Richmond, VA, holding Series 63 and Series 65 licenses with 42 years of industry experience. He has been with Davenport & Company LLC since 1999. He also serves as a trustee for the R Walter Jones Trust. 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 range of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning through various managed accounts and investment products.

Brian Connelly is a financial advisor at Kestra Advisory with 34 years of industry experience. He previously operated Connelly Financial Group and worked with Commonwealth Financial Network. Connelly also manages a small book of health insurance business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients. The firm offers fiduciary consulting, plan-level investment advice, and access to multiple management platforms and third-party solutions, serving clients including large institutional investors and sovereign wealth funds.

Simon Kinsinger is a financial advisor with Equity Services, Inc., holding Series 63 and Series 65 designations and five years of industry experience. Prior to joining Equity Services, he worked at National Life Group and Primerica Financial Services. Outside of his advisory role, Kinsinger is actively involved in emergency medical services, serving as an EMT with Floyd County EMS and Frontline EMS. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and utilizes third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

Kristin Hollerith is a financial advisor at Commonwealth Financial Network with 14 years of industry experience. She holds the Series 66 designation and previously worked at Davenport & Company LLC for eight years before joining Commonwealth, where she has been since 2022. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and manages roughly $212.7 billion in client assets. The firm provides a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, and retirement consulting, offering a mix of investment options and back-office services.

Thomas Ferguson is a financial advisor at Davenport & Company LLC with 23 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Davenport since 2019, previously working five years at Caprin Asset Management. Ferguson serves as a board member for Henrico CASA, participating in board and committee meetings. Davenport & Company serves individual and institutional clients, offering asset management, brokerage, fixed income, and advisory services. The firm manages portfolios through dedicated teams and provides a range of investment programs, including separately managed accounts and mutual funds.

Joseph Yano is a financial advisor with Truist Advisory Services in Richmond, VA, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. His career includes roles at SunTrust Advisory Services and SunTrust Investment Services before joining Truist Advisory Services and Truist Investment Services in 2025. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, participant advice, and a manager‑selection program that utilizes both discretionary and non‑discretionary strategies supported by third‑party platform and manager arrangements.

Patricia Branch is a CFP® and ChFC® with 15 years of industry experience, currently serving at Eagle Strategies (NY Life) since 2018. She has held roles with Nylife Securities LLC and New York Life Insurance Company since 2012. Branch is a board member of the Children's Hospital Foundation in Richmond, supporting its programs and participating in gift shop activities. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of advisors. The firm offers multiple advisory programs tailored to client objectives and maintains a predominantly non-discretionary asset base.

Sarah Grammer is a financial advisor at Davenport & Company LLC in Richmond, VA. She holds a Series 66 designation and has been with Davenport since 2022. Prior to joining the firm, she worked at the Virginia Department of Health and has experience in the food service industry. Davenport & Company serves individual and institutional clients, offering asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s investment advisory division provides separately managed accounts, model delivery to third-party platforms, financial planning, and other advisory programs.

David Leuschen is a financial advisor with Commonwealth Financial Network in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at Commonwealth Financial Network since 2009 and operates Retirement & Estate Investment Services, a private entity facilitating securities, advisory, and insurance business. Additionally, he serves as a durable power of attorney, executor, and trustee for a non-familial individual. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a range of advisory programs and services, including wealth management and retirement plan consulting. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, enabling advisors to offer customized investment solutions under Commonwealth’s supervision.

Austin Mcelroy is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and 14 years of industry experience. His career includes roles at SunTrust Advisory Services and Truist Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a mix of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration with affiliated broker-dealers and Truist Bank.

Kimberly Blanchard is a financial advisor at Davenport & Company LLC in Richmond, VA, with 32 years of industry experience. She has been with Davenport & Company since 1998 and holds Series 63 and Series 65 licenses. 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 broad range of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, with investment decisions made by portfolio manager teams supported by an Investment Policy Committee.

Ryan Poland is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Davenport & Company LLC since 2015. He holds the Series 66 designation and is based in Fredericksburg, VA. 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 range of services including asset management, financial planning, public finance, and advisory solutions delivered through various investment vehicles and managed by dedicated portfolio teams.

James Lersch is a financial advisor at Davenport & Company LLC in Richmond, VA. He holds the Series 66 designation and has been with Davenport since 2024, following nine years at Wells Fargo Bank. Davenport & Company LLC is a privately held, employee-owned firm that provides investment management and brokerage services to a diverse client base, including individuals, institutions, and non-profit organizations. The firm offers a range of services such as asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, utilizing various investment strategies managed by dedicated teams and committees.

Armistead Young IV is a financial advisor with Davenport & Company LLC in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Davenport & Company since 2006. Outside of his advisory work, he serves on the investment committee of FeedMore, a charitable organization. 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 services such as asset management, retail brokerage, fixed income, and financial planning, utilizing dedicated portfolio manager teams and multiple investment strategies.

Jonathon Fant is a financial advisor at Truist Advisory Services with a Series 65 designation and one year of industry experience. His prior roles include positions at Truist Bank, Scott+Scott Attorneys at Law, Virginia Military Institute, and Colonial Forge High School. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting to implement its advice.

Eric Shoenfeld is a financial advisor with Prime Capital Financial in Richmond, VA, holding a Series 65 designation and bringing 20 years of industry experience. He has worked at Prime Capital Investment Advisors, Financial Engines Advisors, and Tmfs Advisors. Shoenfeld serves as Treasurer and Trustee for the Richmond Jewish Foundation’s 403(b) plan and has held leadership roles with the Jewish Family Services, including serving as president of the board. Prime Capital Financial is an enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, and third-party manager selection. The firm employs a range of investment strategies and offers specialized family office services along with affiliated accounting and tax advisory capabilities.

Gregory Cappel is a financial advisor with Money Concepts Capital Corp in Richmond, VA, holding Series 63 and Series 65 licenses and having 36 years of industry experience. He has been with Money Concepts Capital Corp since 2002. Outside of his advisory role, he owns Priority Planning Financial LLC and is the managing member of JVHC-Cappel LLC, both non-investment related businesses. Money Concepts Advisory Service (MCAS) provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm uses a variety of managed programs and investment strategies, including model portfolios and third-party sub-advisers, serving approximately 14,700 clients with around $3.33 billion in assets under management.

Van Dyke Jones II is a financial advisor at Davenport & Company LLC with 25 years of industry experience. He holds Series 63 and Series 66 designations and has been with Davenport since 2006. 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 through various investment vehicles and tailored strategies.

Harold Hughey is a CFA® charterholder with 20 years of industry experience, currently serving as a financial advisor at Truist Advisory Services. He has worked with Truist and its predecessor firms since 2015, including BB&T Securities and SunTrust Advisory Services. Outside of his advisory role, he serves on several boards, including the Chesterfield County Citizens' Budget Advisory Committee, the CFA Society Virginia Board of Directors, and the Commonwealth of Virginia Debt Capacity Advisory Board. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plans, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enhanced research and significant inter-affiliate integration.

Jennifer Rose is a financial advisor with Commonwealth Financial Network in Richmond, VA, holding a ChFC® designation and Series 63 and 66 licenses. She has 20 years of industry experience, including nearly two decades at Mass Mutual Investors Services and MassMutual Insurance Company. She is also co-owner of True North Advisors, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and back-office support. The firm offers discretionary model portfolios and multiple program structures, combining investment management, technology, and compliance services for affiliated advisors.