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.

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.

Jacob Scott is a CFP® professional affiliated with Wealthspire Advisors, with eight years of industry experience. His prior roles include positions at ACG Wealth Management, Valic Financial Advisors, Wells Fargo, and LPL Financial. Wealthspire Advisors serves a diverse client base, including individuals, corporations, retirement plans, and nonprofit organizations, offering comprehensive wealth management and financial planning services. The firm employs a relationship-driven, customized investment approach emphasizing diversified, institutional-style asset allocation and ongoing portfolio management.

Robert Gragnani Jr is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation with 19 years of industry experience. He has been with Davenport & Company since 2006. 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 through a combination of portfolio manager teams, an Investment Policy Committee, and a Manager Research team.

John Barker Jr. is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and seven years of industry experience. He has worked with Bankers Life Securities since 2018 and has been involved with Bankers Life & Casualty since 2001, where he supervises and trains insurance agents. Bankers Life Advisory Services, Inc. provides discretionary and non-discretionary investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis to guide portfolio management.

Richard Blackwell is a financial advisor at Rockefeller Financial LLC with 21 years of industry experience. He holds a Series 66 designation and has worked previously at Truist Investment Services, SunTrust Bank, and BB&T Securities. Blackwell serves on the board of the Scott & Stringfellow Educational Foundation, a nonprofit focused on scholarship awards. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm offers portfolio management, financial planning, and consulting through a Private Advisor model and a consolidated investment platform that includes discretionary and non-discretionary solutions across various asset classes.

Alison Crowder is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 65 license and with six years of industry experience. She previously worked at Barrett Capital Management, LLC, and was self-employed for two years. Outside of her advisor role, she manages responsibilities related to a condominium property rental in Wintergreen, VA. Davenport & Company serves individual and institutional clients, offering asset management, brokerage, fixed income, public finance, and investment banking services. The firm’s investment advisory division provides separately managed accounts, model portfolios, financial planning, and other advisory programs.

Justin Corlett is a financial advisor at Davenport & Company LLC with four years of industry experience. He holds the Series 66 designation and has worked at Davenport since 2021. Prior to joining the firm, he was employed at The College of William & Mary and Christopher Newport University. 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 and advisory services, with asset management structured around dedicated portfolio manager teams and a Manager Research group overseeing various investment strategies.

Russell Cumbea III is a financial advisor with Commonwealth Financial Network in Glen Allen, VA, holding Series 63 and Series 65 licenses and having 35 years of industry experience. His prior work includes over three decades at MML Investors Services, Inc. and Massachusetts Mutual Life Insurance Company. He is also co-owner of RC Financial, LLC, a private entity supporting his advisory business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and services along with operational, technology, compliance, and practice-management support. The firm offers discretionary portfolio management, multiple program structures, and a clearing relationship with National Financial Services LLC.

Marion Kastenbaum is a financial advisor at Davenport & Company LLC with 14 years of industry experience. She holds a Series 66 designation and has been with Davenport since 2014. Outside of her advisory role, she is co-owner of Traveling Chic Boutique Richmond, a women’s retail clothing and accessories business, and serves on the board of Manakin Farms, Inc., her family’s real estate holding company. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, and nonprofits, offering a range of services such as asset management, brokerage, and investment banking. The firm’s asset management strategies are developed and monitored by dedicated portfolio teams and an Investment Policy Committee, and it advises multiple mutual funds and manages both taxable and municipal fixed-income portfolios.

Connor Sweeney is a financial advisor with Truist Advisory Services who holds a Series 66 designation and has four years of industry experience. His prior work includes roles at Truist Investment Services, State Farm VP Management Corp., and Parkland Securities, LLC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and a manager-selection program, implementing advice through discretionary and non-discretionary arrangements supported by third-party platforms and AI-enabled research tools.

Charles Redding is a financial advisor at Truist Advisory Services with 18 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Bb&T Securities, LLC, and Trust Investment Services, Inc. He is based in Richmond, VA. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Elizabeth Calaman is a financial advisor with Truist Advisory Services in Richmond, VA, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. She has been with SunTrust Advisory Services since 2016 and previously worked at Suntrust Investment Services, Inc. since 2006. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering solutions such as asset allocation, fiduciary support, and third-party manager selection through its AMC Advantage program. The firm integrates discretionary and non-discretionary investment approaches and utilizes affiliated broker-dealer and bank services as part of its operating model.

Maureen Gallihugh is a financial advisor at Davenport & Company LLC in Richmond, VA, holding Series 63 and Series 65 credentials with 38 years of industry experience. She has been with Davenport & Company LLC since 2001. Davenport & Company serves individual and institutional clients, offering asset management, brokerage, fixed income, public finance, and investment banking services. The firm provides a range of advisory programs including separately managed accounts and model portfolios, supported by dedicated portfolio teams and a Manager Research unit.

Franklin Butler Jr. is a financial advisor with Commonwealth Financial Network based in Richmond, VA. He holds the CFP® designation and has 23 years of industry experience, including 20 years with Mass Mutual Investors Services and Massmutual Life Insurance Co. He is also a co-owner of True North Advisors, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and services, combining operational and technological support with investment management and compliance oversight for affiliated advisors.