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.

Charles Finfgeld is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and possessing 41 years of industry experience. His prior roles include positions at Mass Mutual Investors Services and Kestra Advisory Services, as well as ownership of InVirtus Wealth Partners, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm offers a broad adviser-support platform, including managed-account programs, access to third-party asset managers, and custody services, with portfolios implemented through both internal models and external subadvisers.

Zachary Webb is a financial advisor with Commonwealth Financial Network in Richmond, VA, holding Series 63 and Series 65 credentials and 13 years of industry experience. He is the owner of Old Dominion Investment Strategies, LLC, a private entity involved in securities, advisory, and insurance business. Webb has previously worked with Kestra Investment Services LLC and Cambridge Investment Research Advisors among others. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and manages around $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, retirement consulting, and custody services.

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.

Ray Olson Jr. is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 licenses and has 28 years of industry experience. He has worked at Kestra Investment Services, Kestra Advisory, and Signator Investors since 2016 and previously at Transamerica Financial Advisors since 1998. Olson serves as president of Ray Olson, LLC and is a board member of the Eagle Court Homeowners Association. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors including sovereign wealth funds.

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, he serves on the boards of Seven Hill School and the Capital Region Land Conservancy, where he holds the position of Vice Chair. Davenport & Company LLC 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, managing a variety of strategies through dedicated portfolio teams and a robust investment advisory platform.

Robert Giles is a financial advisor at Davenport & Company LLC with 55 years of industry experience. He holds a Series 63 designation and has been with Davenport since 1967. Outside of his advisory role, Giles serves on the advisory board and Finance Committee of Historic Port Royal Inc. 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 manages dedicated portfolio teams and multiple investment strategies, including separately managed accounts and mutual funds.

Patrick Abelon is a financial advisor at Creative Planning with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cetera Wealth Services, Sageview Advisory Group, GWFS Equities, and ICMA Retirement Corporation. Abelon also serves as an investment consultant with Sageview Advisory Group, assisting plan sponsors with fiduciary monitoring of their employer-sponsored retirement plan investments. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm manages approximately $295.6 billion in client assets and employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Joseph Bartholomew III is a financial advisor with Rockefeller Financial LLC in Richmond, VA. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. Prior to joining Rockefeller Financial in 2024, he worked at Truist Advisory Services and Truist Investment Services from 2021 to 2024, and BB&T Securities from 2014 to 2021. He serves as a board member of the Longwood University Foundation, a nonprofit supporting Longwood University’s endowment. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services, operating uniquely as both an investment adviser and registered broker-dealer with capabilities in securities transactions, variable insurance products, and placement and investment banking services.