Patrick Finch is a Series 66 licensed financial advisor with nine years of industry experience. He currently works at PNC Wealth Management and has previously held roles at Truist Advisory Services, Truist Investment Services, BB&T Securities, and local government positions in Richmond City and Henrico County. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees. The firm uses algorithm-driven risk assessments and implements portfolios via approved strategies with mutual funds and ETFs, delegating execution and proxy voting to third parties.

Richard Dolan III is a financial advisor at Davenport & Company LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Davenport since 1993. Outside of his advisory role, he is a minority owner of Beaver LLC, a facility in Richmond, VA. Davenport & Company LLC serves individual and institutional clients, providing asset management, brokerage, public finance, and investment banking services. The firm’s investment approach includes dedicated portfolio manager teams and a Manager Research group that oversees multiple strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Stephanie Trentham is a financial advisor at Creative Planning with 14 years of industry experience. She holds the CFP® and Series 66 designations. Her prior experience includes roles at Advisors Capital Management, LLC and Dominion Investor Services, Inc. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and emphasizes a financial planning–led investment process with a range of strategies supported by a large advisory team and centralized infrastructure.

Colin May is a CFP® professional at Davenport & Company LLC with eight years of industry experience. He has been with Davenport since 2018 and previously worked at T. Rowe Price. Prior to his financial career, he was involved with Reel Inn Restaurant and Dock Bar and worked at Lynchburg College. Davenport & Company LLC serves individual and institutional clients, providing asset management, retail brokerage, fixed income, public finance, and investment banking services. The firm’s investment advisory division offers separately managed accounts, model delivery, financial planning, and other advisory programs.

Robert Cornwell is a financial advisor at OSAIC Institutions, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Infinex Investments, Chesapeake Wealth Management, Wells Fargo Clearing, Merrill, and Banc of America Investment Services. Cornwell is also involved with Chesapeake Wealth Management Company, referring advisory business to a trust department affiliated with FIS Global. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a large network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating with a hybrid adviser/broker-dealer model that emphasizes firm supervision and varied client authority levels.

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 designations with 25 years of industry experience. He has been with Davenport since 2014. Davenport & Company serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations, offering a range of services such as asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s asset management utilizes dedicated portfolio manager teams and a Manager Research team to oversee strategies across separately managed accounts, mutual funds, ETF portfolios, and unified managed accounts.

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.

Charles Munford is a financial advisor at Davenport & Company LLC in Richmond, VA, holding Series 63 and Series 65 credentials with 32 years of industry experience. He has worked at Davenport since 2009 and concurrently with Citigroup Global Markets since 2002. 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 and advisory services, with specialized portfolio management teams and an employee-owned structure dating back to 1863.

Stephen Abbott is a financial advisor at Davenport & Company LLC in Richmond, VA, holding Series 63 and Series 66 registrations with 11 years of industry experience. He has worked at Davenport & Company since 2018 and previously held roles at SunTrust Advisory Services and SunTrust Investment Services. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, nonprofits, and corporations, offering asset management, brokerage, public finance, and investment banking services. The firm provides separately managed accounts, financial planning, and advisory programs through dedicated portfolio management teams and also advises six mutual funds.

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 in Richmond, VA, with 21 years of industry experience. She has held positions at Wells Fargo Advisors LLC and Wells Fargo Clearing prior to joining Davenport in 2017. Kimberley holds a Series 63 designation. Davenport & Company serves a range of individual and institutional clients, offering asset management, retail brokerage, fixed income, public finance, and investment banking services. The firm’s investment advisory division provides separately managed accounts, model delivery, financial planning, and other advisory programs through dedicated portfolio manager teams and a comprehensive research process.

Coleman Wray is a financial advisor at Davenport & Company LLC with one year of industry experience. He holds a Series 66 designation and has worked at Davenport since 2023, with prior experience at the University of Virginia and St. Christopher's School. 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 a structured investment advisory division managing separately managed accounts, model portfolios, and mutual funds.

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 with Davenport & Company LLC in Richmond, VA, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Guggenheim Securities, LLC, and earlier at Davenport & Company. Outside of his advisory duties, he manages a rental duplex property in the Bellevue, VA area. Davenport & Company serves individual and institutional clients such as banks, pension plans, trusts, and nonprofits, offering a range of services including asset management, retail brokerage, and investment banking. The firm’s investment approach involves dedicated portfolio manager teams and an Investment Policy Committee, managing various separate accounts, mutual funds, and fixed-income strategies.

Kyle Laux is a financial advisor at Davenport & Company LLC in Richmond, VA, with 18 years of industry experience. He has been with Davenport since 2003 and holds a Series 66 designation. Davenport & Company serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations. The firm offers asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services, with dedicated portfolio manager teams and a range of advisory programs.

Richard Owen is a CFP® professional with over 42 years of experience in the financial industry. He has worked at Davenport & Company LLC since 2007 and previously at A. G. Edwards & Sons, Inc. since 1990. Outside of his advisory role, he serves as a member of the Town of Ashland OPEB Finance Board, where he reviews the performance of the pooled trust. Davenport & Company LLC 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 and advisory services.

Thomas Watson is a CFP® with four years of industry experience, currently serving as a financial advisor at Davenport & Company LLC in Richmond, VA. Prior to joining Davenport in 2022, he held roles at BrownGreer PLC and Elder, Watkins, & Friedman, PC, and has experience in nonprofit fundraising as the treasurer for Massey Alliance, a group supporting cancer awareness and fundraising efforts. 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 organizes its asset management through dedicated portfolio manager teams and manages a range of strategies including separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Calvin Anthony is a financial advisor at J. W. Cole Advisors, Inc. with one year of industry experience. He holds the Series 63 and Series 65 designations and previously worked at CoStar Group, Equitable Advisors, LLC, and Scott Insurance. Outside of advising, he is involved with Financial Dynamics & Associates, providing paraplanning and client support services. J. W. Cole Advisors operates a large network of independent advisers and offers fee-based portfolio management, financial planning, retirement services, and access to multiple investment platforms for individuals, high-net-worth clients, and institutions. The firm employs a variety of investment strategies and combines digital advice with discretionary and non-discretionary account management.