Irving Chapman IV is a CFA® charterholder with 31 years of experience at Davenport & Company LLC, where he has worked since 1995. He serves on the Board of Trustees for the Medical College of Virginia Foundation, assisting with policy formulation and fiduciary oversight. Davenport & Company LLC is a privately held, employee-owned firm providing investment management and brokerage services to individual and institutional clients, offering a range of products and strategies managed by dedicated portfolio teams and supported by regular committee reviews.

Holly Crockett is a financial advisor at Davenport & Company LLC with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Davenport since 2015. 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 wide range of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning through various managed accounts and investment products.

Kevin Buenvenida is a CFP® professional with 18 years of industry experience. He is currently with J. W. Cole Advisors, Inc., where he has worked since 2019. His prior experience includes roles at TD Ameritrade and Morgan Stanley. J. W. Cole Advisors operates through a large network of independent advisers and offers fee-based portfolio management, financial planning, retirement plan services, and access to third-party manager platforms for individuals, high-net-worth clients, and institutional accounts.

Andrew Hargroves is a financial advisor at Davenport & Company LLC with 11 years of industry experience. He holds the Series 66 designation and has been with Davenport & Company since 2011. 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 variety of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, delivered through multiple strategies and managed accounts.

Brandan Williams is a financial advisor with D.A. Davidson & Co. in Richmond, VA, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His career includes roles at Truist Advisory Services, Truist Investment Services, Bb&T Securities, and Scott & Stringfellow. He serves as a deacon at Pryor Memorial Presbyterian Church, where he manages donation collections for the church’s 5 cents a meal program. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers specialized services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program, operating under fiduciary standards and employing both qualitative and quantitative investment analyses.

Patrick Murdock is a Series 66-licensed financial advisor at Truist Advisory Services with 10 years of industry experience. He previously worked at RBC Capital Markets LLC for nine years before joining Truist in 2023. 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 manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate resources, to deliver its AMC Advantage manager-selection program and other investment services.

Ryan Blankenship is a financial advisor at Davenport & Company LLC with 11 years of industry experience. He has held his current position at Davenport since 2014 and holds a Series 66 designation. 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 nonprofit organizations. The firm offers a range of services through various managed accounts and investment strategies, combining advisory and broker-dealer activities.

Welford Farmer Jr. is a financial advisor at D.A. Davidson & Co. with 44 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Truist Advisory Services, Bb&T Securities, and Scott & Stringfellow. He serves as trustee for the Welford S. Farmer Marital Trust. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, and charitable organizations. The firm operates under fiduciary standards and offers services such as retirement plan advisory, financial planning, and a private wealth program for clients with significant net worth.

Julie Apple is a financial advisor at Davenport & Company LLC with 26 years of industry experience. She has been with Davenport since 2004 and holds Series 63 and Series 66 licenses. 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 managed accounts, mutual funds, ETFs, and retirement solutions.

Mary Katherine Luu is a financial advisor at Janney Montgomery Scott with 25 years of industry experience. She holds a Series 66 designation and has been with Janney Montgomery Scott since 2015. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple wrap/advisory programs.

Timothy Reyes is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation with six years of industry experience. He previously worked at Sterling Capital for ten years before joining Davenport & Company in 2023. 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 employs a team-based investment approach with a range of strategies and offers both advisory and broker-dealer services.

Vincent Moore is a financial advisor with Truist Advisory Services in Richmond, VA, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has worked with SunTrust Advisory Services since 2016 and with SunTrust Investment Services since 2008. Outside of his advisory role, Moore is a bass guitar player in a country music band called the Morgan Linsey Band. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers services such as asset allocation, fiduciary support, and a manager-selection program, implementing advice through a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enhanced research.

Lily Silva is a financial advisor at Davenport & Company LLC with four years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at LPL Financial and Vaught, Spangler, and Associates Financial Services. Prior to her advisory career, she held various roles including positions in hospitality and education. Davenport & Company serves individual and institutional clients such as 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 services with a focus on dedicated portfolio management teams and a range of separately managed accounts and advisory programs.

Debra Pollock is a CFP® with 18 years of industry experience, currently serving at Truist Advisory Services. She has been with SunTrust Advisory Services since 2016 and has worked at various SunTrust entities since 2012. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager arrangements and leveraging third-party platforms and AI-enhanced research tools.

Brandon Covey is a financial advisor with Truist Advisory Services in Richmond, VA, holding a Series 66 designation and over 20 years of industry experience. He has worked with Truist and its predecessor firms since 2011. Outside of his advisory role, Brandon is a member of a two-person acoustic band. 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, fiduciary support, participant advice, and a manager-selection program that combines discretionary and non-discretionary approaches supported by AI-enabled research tools and extensive inter-affiliate integration.

Michael Coggeshall is a financial advisor at Davenport & Company LLC in Richmond, VA. He holds a Series 66 designation and has been with Davenport since 2026. His prior work experience includes roles at Octagon and ESL Facelt Group. Davenport & Company serves individual and institutional clients with asset management, brokerage, fixed income, public finance, and investment banking services. The firm offers separately managed accounts, model delivery, financial planning, and advisory programs, supported by a dedicated portfolio management team and an Investment Policy Committee.

Clark Halladay Jr. is a CFA® charterholder and Series 63 licensee with three years of industry experience. He is currently an advisor at Davenport & Company LLC, where he has worked since 2022. Prior to that, he held roles at Thompson, Siegel & Walmsley LLC and Markel Corporation. Davenport & Company LLC serves individual and institutional clients with services including asset management, retail brokerage, fixed income, public finance, and investment banking. The firm employs a team-based approach to portfolio management and offers a range of advisory programs, including separately managed accounts, mutual funds, and municipal bond strategies.

Charles Finfgeld is a financial advisor at Commonwealth Financial Network with a Series 66 designation and one year of industry experience. His prior work includes roles at InVirtus Wealth Partners and Commonwealth Financial Network. He holds experience from Virginia Tech and Midlothian High School before entering the financial industry. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides advisory programs, technology, investment management, and practice-management support, allowing advisors discretion in portfolio construction alongside managed model portfolios developed by the firm’s Investment Management and Research team.

George Rapp is a financial advisor with Valic Financial Advisors in Richmond, VA, holding Series 63 and Series 65 designations and possessing 26 years of industry experience. He has been with Valic Financial Advisors since 2000 and has also held a role at Agia since 2022. Outside of his advisory work, he is involved with non-securities insurance products through his position at Agia. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and wrap programs, utilizing a large network of advisors and a technology-driven investment platform.

Synovia Bell is a financial advisor at Truist Advisory Services with Series 65 and Series 63 credentials and one year of industry experience. Prior to joining Truist, she held various roles at the University of South Carolina and BrightHouse Financial. She is the founder of ROCSA, an organization that assists small businesses in Washington, DC with fundraising efforts. 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 third-party platforms.