Blake Lewis is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 19 years of industry experience. He has worked at Truist Advisory Services and Truist Investment Services since 2021, and previously held roles at Bb&T Securities and Bbtis from 2012 to 2021. 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 manager relationships supported by AI-enabled research tools and emphasizes inter-affiliate integration in its advisory approach.

Colin May is a CFP® professional at Davenport & Company LLC with eight years of industry experience. He previously worked at T. Rowe Price and has experience outside finance in the restaurant industry as well as in higher education. Davenport & Company serves individual and institutional clients, offering asset management, brokerage, public finance, and investment advisory services. The firm manages a range of portfolio strategies through dedicated teams and acts as adviser to multiple mutual funds while providing both fee-based and commission-based account options.

Robert Cornwell is a financial advisor with OSAIC Institutions, INC. based in Richmond, VA. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. Cornwell has worked at Infinex Investments, Inc. and Chesapeake Wealth Management since 2015. He is involved with Chesapeake Wealth Management Company, where he dedicates significant time monthly and refers advisory business to their trust department. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a range of advisory and brokerage services through customized engagements and access to alternative investments. The firm primarily operates with a non-discretionary asset base and provides services via a network of investment adviser representatives who utilize various analysis techniques and third-party due diligence in their recommendations.

Susanna Rountree is a Series 66-licensed financial advisor with 18 years of industry experience, currently with Truist Advisory Services. She has been with SunTrust Advisory Services and SUNTRUST INVESTMENT SERVICES, Inc. since 2012. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations, offering asset allocation, investment policy analysis, and manager-selection programs supported by integrated inter-affiliate platforms and AI-enhanced research.

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.

Roy Hamilton Jr. is a financial advisor with Creative Planning in Richmond, VA, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Cetera Wealth Services, SageView Advisory Group, and Charles Schwab. He also served nine years in the military. Creative Planning provides wealth management and financial planning services to individuals, retirement plans, trusts, foundations, and corporations. The firm emphasizes a financial-planning-led investment approach focused on low-cost indexing and buy-and-hold strategies, managing over $295 billion in client assets through a large team of advisors and a broad service platform.

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.

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.

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.