Harrison Geho is a financial advisor at Davenport & Company LLC with a Series 66 designation and one year of industry experience. Prior to joining Davenport, he worked at Oracle Denver for seven years and at Elon University for four years. Davenport serves individual and institutional clients, including banks, pension plans, trusts, estates, nonprofits, and corporations, offering a range of services such as asset management, retail brokerage, fixed income, public finance, and investment banking. The firm organizes its asset management through dedicated portfolio manager teams and oversees multiple investment strategies, including separately managed accounts and mutual funds.

Megan Childress is a financial advisor with Truist Advisory Services based in Richmond, VA. She holds Series 63 and Series 65 licenses and has 12 years of industry experience, including prior roles at Wells Fargo Clearing and SunTrust Investment Services. Outside of her advisory work, she is an owner and manager of a rental property. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Lindsay Nolde is a Series 66 credentialed financial advisor at Davenport & Company LLC with 21 years of industry experience. She worked at SunTrust Investment Services, Inc. for 22 years before joining Davenport. 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 a dedicated team approach and multiple investment strategies including separately managed accounts and mutual funds.

Andrew Jones is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has seven years of industry experience. Jones has worked at Bankers Life Securities since 2018 and Bankers Life & Casualty since 2011. In addition to his advisory role, he manages a team of agents as a Branch Sales Manager, overseeing hiring and training. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, periodic rebalancing, and a combination of fundamental, technical, and cyclical analysis in its investment approach.

Cynthia Call is a Series 66-licensed financial advisor with Davenport & Company LLC in Richmond, VA, where she has worked since 2015. She has seven years of industry experience. Outside of her advisory role, Cynthia serves as treasurer and secretary for The Derby Homeowners Association, handling financial responsibilities and meeting documentation. Davenport & Company LLC serves individual and institutional clients with asset management, brokerage, fixed income, public finance, and investment banking services. The firm offers separately managed accounts, model portfolios, and advisory programs, supported by dedicated portfolio teams and an Investment Policy Committee.

Craig Dean is an advisor with Kestra Advisory who holds Series 63 and Series 66 designations and has 32 years of industry experience. He has been with Kestra Advisory since 2016 and has prior experience with Sterling Asset Management and Securities America Inc. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse clientele, including institutional and individual clients. The firm’s services include fiduciary consulting, plan-level investment advice, and pooled plan solutions, serving a wide range of clients including very large institutional investors such as sovereign wealth funds.

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 Force is a CFP® and holds a Series 66 license, with 15 years of experience in the financial advisory industry. She has been with Creative Planning since 2018 and has prior experience at Dominion Investor Services, Advisors Capital Management, Curian Capital, and Ameriprise. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by targeted direct indexing, tax-loss harvesting, and selective private market investments.

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, Capital One Financial, and Wells Fargo Clearing. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing both 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 with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Davenport since 2009, following seven years at Citigroup Global Markets. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, estates, nonprofits, and corporations. The firm offers a range of asset management and advisory services through dedicated portfolio manager teams and a Manager Research team, managing strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

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 with 21 years of industry experience. She has been with Davenport since 2017 and previously worked at Wells Fargo Clearing. Kimberley holds a Series 63 designation. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, and nonprofits, providing asset management, retail brokerage, fixed income, public finance, and investment banking services. The firm’s advisory division offers separately managed accounts, financial planning, and model portfolios through a structure that includes dedicated portfolio managers, an Investment Policy Committee, and a Manager Research team.

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.