David Dunwody is a Series 66 licensed financial advisor with 14 years of industry experience. He has been with Davenport & Company LLC in Charlottesville, VA since 2012. 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 focus on separately managed accounts, model delivery, and a range of mutual fund and ETF strategies.

Todd Saunders is a financial advisor with TIAA-CREF in Charlottesville, VA, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has worked with TIAA-CREF since 2007, with a brief period at Spire Wealth Management in 2021. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm distinguishes between one-time planning services and ongoing portfolio management, providing model or customized portfolios under a fiduciary standard.

Timothy Beczkowski is a financial advisor at D.A. Davidson & Co. with 25 years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at Truist Advisory Services, Truist Investment Services, BB&T Securities, and Scott & Stringfellow. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers services ranging from retirement plan advisory to comprehensive financial planning and wealth management.

Lee Morris is a financial advisor at Empower Advisory Group with two years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial LLC and Wealthcare Advisory Partners LLC. Lee also provides investment advisory services through Wealthcare Advisory Partners LLC, an independent registered investment advisor. Empower Advisory Group offers financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and select retail brokerage clients. The firm delivers services through an integrated model connected to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing within plan lineups chosen by plan sponsors.

Avrom Posner is a financial advisor at Davenport & Company LLC with 45 years of industry experience. He has been with Davenport & Company since 1987. 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 range of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, with investment decisions made by dedicated portfolio manager teams and supported by multiple specialized committees.

Walter Williams is a financial advisor at Davenport & Company LLC in Charlottesville, VA, holding Series 63 and Series 66 credentials with six years of industry experience. He joined Davenport & Company in 2022 after a 25-year tenure at CIBC World Markets. 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 non-profit organizations. The firm offers a variety of services such as asset management, retail brokerage, public finance, investment banking, and financial planning, with investment strategies managed by dedicated portfolio teams and supported by regular committee oversight.

Patrick Carroll is a CFP®, CFA®, and holds a Series 66 license with 15 years of industry experience. He has worked at \u0026PARTNERS since 2026 and previously spent 11 years at Wells Fargo Clearing and Wells Fargo Advisors, LLC. \u0026PARTNERS serves a diverse range of clients including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers both investment advisory and brokerage services, utilizing a mix of proprietary and third-party strategies delivered through the Envestnet platform.

Garnett Riddle Jr. is a financial advisor with TIAA-CREF in Charlottesville, VA, holding Series 66 and Series 63 designations and bringing 31 years of industry experience. He has been with TIAA-CREF since 2007. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm’s advisory model separates one-time planning services from ongoing discretionary management and operates within a vertically integrated structure that includes affiliated funds.

Michael Crawley is a financial advisor at Davenport & Company LLC with five years of industry experience. He holds the Series 66 designation and has worked at Davenport since 2020. Prior to joining Davenport, he was employed at Merkle and the University of Virginia. Outside of his advisory role, Crawley serves on the Board of Directors for the Nelson County Chamber of Commerce. 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 nonprofits. The firm offers a variety of investment strategies managed by dedicated portfolio teams and supports a combination of advisory and broker-dealer activities.

Francis Johnstone is a financial advisor at Davenport & Company LLC with 27 years of industry experience. He holds the Series 66 designation and has been with Davenport & Company since 1998. Outside of his advisory role, he serves as chairman and part owner of J Boats, Inc. 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 range of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, with investment decisions managed by dedicated portfolio teams supported by an Investment Policy Committee.

Caroline Dominguez is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and six years of industry experience. She previously worked at Ameriprise, Wells Fargo Clearing, and Wells Fargo NA. Dominguez provides administrative support to Private Advisor Group, an independent investment advisor firm. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives and access to a range of third-party asset managers and proprietary advisory programs.

Richard Carroll is a financial advisor at TIAA-CREF with six years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for five years. TIAA-CREF Individual & Institutional Services offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm uses a fiduciary standard for its RIA services and provides access to customized and model portfolio management through various advisory programs.

Britt Hockenberry is a CFP® with 13 years of industry experience, currently affiliated with Kestra Advisory. Prior to joining Kestra in 2025, Hockenberry worked at LPL Financial and Ameriprise Financial Services. Outside of advisory roles, Hockenberry serves as a notary and is involved in managing invoicing and deposits for a preschool organization. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including services such as fiduciary consulting, plan design, and benchmarking. The firm manages approximately $79.8 billion in assets and serves a broad client base that includes sovereign wealth funds and large institutional investors.

John Hamilton is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 credentials and four years of industry experience. His prior roles include service in the United States Navy and Navy Reserve, as well as positions at LPL Financial, BOFA Securities, and Bank of America. He is also involved with The Legacy Foundation. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to various third-party asset management programs, employing a range of investment strategies and supporting held-away account management through technology partnerships.

David Posner is a financial advisor at Davenport & Company LLC in Charlottesville, VA, holding a Series 66 designation with 13 years of industry experience. He has been with Davenport & Company since 2012. Outside of his advisory role, Posner operates Made by Posner, a sole proprietorship focused on art and event production. 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 variety of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning through multiple investment strategies and tailored client solutions.

Tyler Lux is a financial advisor at Davenport & Company LLC with one year of industry experience. He holds a Series 66 designation and previously worked at S&P Global for 20 years. 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 variety of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, delivered through multiple investment strategies and managed accounts.

Anthony Arcuri is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Private Advisor Group and affiliated with LPL Financial since 2015. Outside of his advisory work, he is a notary public. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion for more than 135,000 clients, including individuals, trusts, estates, and corporate plans. The firm offers a range of portfolio management and financial planning services, utilizing multiple investment strategies and third-party platforms to meet client objectives.

Thomas Jackson is a CFP® professional with four years of industry experience, currently serving as an advisor at Kestra Advisory Services. His prior experience includes roles at LPL Financial LLC and Carroll Financial, among others. Jackson is also a notary, providing signature witnessing and documentation services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm serves large institutional investors, including sovereign wealth funds, and provides services such as fiduciary consulting, plan design, and advisor-managed accounts.

Crystal Martin is a financial advisor at &PARTNERS with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wachovia Bank, N.A. She is based in Charlottesville, VA. &PARTNERS serves a wide range of clients, including individual, institutional, and retirement plan participants, offering both advisory and brokerage services. The firm uses a combination of proprietary models and third-party managers, employing fundamental, technical, and quantitative analysis, and operates under a dual RIA and broker-dealer registration.

Judy Esau is a financial advisor with Private Advisor Group, LLC, holding the ChFC® designation and Series 63 license, with 41 years of industry experience. She has been with Private Advisor Group since 2012 and has also worked with LPL Financial since 2011. Outside of her advisory roles, she is a notary and is involved with Breakthrough Insurance Group, focusing on non-variable insurance. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion for more than 135,000 clients, including individuals, trusts, estates, charitable organizations, and corporate and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs, employing a range of investment strategies and collaborating with multiple custodians and platform providers.