Lavonia Welfare is a financial advisor at Davenport & Company LLC with 21 years of industry experience. She holds a Series 66 designation and has worked at Davenport since 2007, following prior experience at UBS Financial Services. Davenport & Company serves individual and institutional clients, providing asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm utilizes dedicated portfolio manager teams and a Manager Research team to construct and monitor various investment strategies, including separately managed accounts and mutual funds.

Ethan Stevenson is a financial advisor at Davenport & Company LLC in Roanoke, VA, with two years of industry experience. He holds Series 65 and Series 63 designations. Prior to joining Davenport in 2026, he worked at First Citizens Bank and First Citizens Investor Services from 2024 to 2026, and has additional experience with Self Help Credit Union and Roanoke College. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, and nonprofits, offering asset management, brokerage, fixed income, public finance, and investment banking services. The firm provides a range of advisory programs and manages multiple mutual funds and investment strategies through dedicated portfolio teams and research.

Mark Purcell is a financial advisor with Truist Advisory Services in Roanoke, VA. He holds a Series 66 designation and has 15 years of industry experience. His career includes roles at Truist Investment Services, Suntrust Advisory Services, and BB&T Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and manager selection services through a combination of discretionary and non-discretionary strategies.

Nicholas Abbate is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) holding Series 63 and Series 65 licenses and has been in the industry for five years. His prior experience includes roles at National Life Group, Knights of Columbus Asset Advisors, and service in the United States Air Force. Outside of advising, he is co-owner of The Millennial Brother, a YouTube channel focused on promoting financial literacy, and serves as a director of The Abbate Foundation, a charitable organization. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently using third-party asset managers and combining long-term and shorter-term investment strategies, with a mix of discretionary and non-discretionary management.

Grayson Prillaman is a financial advisor at Davenport & Company LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Davenport since 2007, having previously worked at UBS Financial Services. 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, utilizing various strategies managed by dedicated portfolio teams and supported by regular committee reviews.

Lindsay St. Peter is a financial advisor at Davenport & Company LLC in Roanoke, VA, with seven years of industry experience. She holds a Series 66 designation and has worked at Davenport & Co since 2018, following four years at HomeTown Bank. Outside of her advisory role, she serves on the finance committee for Lighthouse Bible Church and is a board member and committee participant for Family Service of Roanoke Valley. 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, utilizing various managed accounts and investment strategies.

John Hartman II is a financial advisor at Clearstead Advisory Solutions with seven years of industry experience. His background includes roles at JP Morgan Chase Bank and JP Morgan Securities, as well as several advisory firms prior to joining Clearstead. He is a 49% owner of LiveFree LLC, which owns the Pure Barre franchise in Roanoke, VA. Clearstead serves affluent private clients and institutional investors, providing a range of services including investment management, financial planning, tax compliance, and family office administration, with approximately $33.9 billion in assets under management across its 59-advisor team.

David Bowman Jr. is a CFP® with 17 years of industry experience, currently advising at Truist Advisory Services since 2021. He previously worked at BB&T Securities and SunTrust Investment Services. Outside of finance, David serves as a scuba instructor with Aquatrek Adventures. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program, implementing advice through discretionary and non-discretionary manager relationships supported by AI-enabled research and inter-affiliate resources.

Stephen Berry is a financial advisor with Commonwealth Financial Network in Roanoke, VA, holding Series 65 and Series 63 licenses and three years of industry experience. Prior to joining Commonwealth and Sage Creek Planning and Investments in 2025, he worked at First Trust Advisors L.P. and First Trust Portfolios L.P. from 2022 to 2024, and has experience in the pharmaceutical sector with Novartis Pharmaceuticals, Orexo US Inc., MDX Health, and Daiichi Sankyo. Commonwealth Financial Network is a national broker/dealer and SEC-registered investment adviser supporting approximately 2,900 advisors and managing over $200 billion in client assets. The firm offers a broad platform including managed-account programs, third-party asset managers, retirement consulting, and custody services, enabling advisors to implement portfolios through internal models or outsourced solutions.

Oliver Surprenant is a financial advisor with Truist Advisory Services in Roanoke, VA, holding Series 63 and Series 66 credentials and seven years of industry experience. His prior work includes roles at Wells Fargo Clearing, BB&T Bank, and Northwestern Mutual. He also has experience with JMS Builders Developers Inc. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary management approaches and uses third-party platforms to support its AMC Advantage manager-selection program.

Cory Cook is a financial advisor with Equity Services, Inc. He holds a Series 65 designation and has three years of industry experience. His prior roles include positions at Knights of Columbus Asset Advisors LLC, Knights of Columbus Insurance, and National Life Group. Outside of his advisory work, Cook volunteers with the nonprofit organization Trail Life USA Troop VA-0313. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm combines multiple advisory platforms and third-party asset managers, employing predominantly long-term investment strategies alongside options for shorter-term trading.

Kirsten Ehrich is a financial advisor at Davenport & Company LLC with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing and Morgan Stanley. Outside of her advisory work, she is the owner of Carilion Wellness and works as a yoga instructor. 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, with investment decisions supported by dedicated portfolio manager teams and regular committee oversight.

Katrina Goode is a financial advisor at Davenport & Company LLC with 13 years of industry experience. She holds a Series 66 designation and has been with Davenport since 2012. Prior to her advisory career, she worked in the NASCAR industry for 19 years. She serves on the finance committee of the Girl Scouts of Virginia Skyline Council. 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 supported by dedicated portfolio manager teams and regular committee oversight.

Gretchen Beedle is a financial advisor with Eagle Strategies (New York Life) and holds Series 63 and Series 66 credentials. She has nine years of industry experience, including roles at The Conner Group, NYLIFE Securities LLC, and New York Life Insurance Company. Beedle serves on the board of the Community Foundation Serving Western Virginia and is active as Vice President of the Shenandoah Club and as a volunteer chair for a local museum fundraising luncheon. Eagle Strategies serves a diverse client base of individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored advice through multiple program types, including fee-based advice and retirement plan consulting, with the majority of its assets managed on a non-discretionary basis.

Michael Turk is a financial advisor at Commonwealth Financial Network with two years of industry experience. He holds the Series 66 designation and previously worked at Capital One Financial for eleven years. Outside of finance, he is co-owner and vice president of Olde Salem Brewing Co., a brewery located in Salem, VA. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs, including wealth management and retirement plan consulting. The firm provides operations, trading, technology, compliance, and practice-management support, while its Investment Management and Research team manages discretionary model portfolios.

William Solan is a financial advisor at Equity Services, Inc. with three years of industry experience. He holds the Series 66 designation and has worked at firms including Ameriprise and National Life Group. In addition to his advisory role, Solan is an agent with insurance-related business activities at Cornerstone Advisor Group LLC and King Brokerage of Virginia LLC. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms utilizing a range of third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Bobby Blankenship is a CFP®-certified financial advisor with 31 years of industry experience, currently affiliated with Commonwealth Financial Network and Focus One Integrated Financial Planning. His prior experience includes long tenures at MetLife Securities Inc. and Massachusetts Mutual Life Insurance Company. Outside of his advisory work, he is involved in tax preparation services through Tax Strategies, Inc. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides comprehensive back-office support and a range of advisory programs, enabling advisors to offer personalized portfolio management and wealth planning solutions under Commonwealth’s supervision.

Thomas Mcdonald is a financial advisor at Davenport & Company LLC with 17 years of industry experience. He holds a Series 66 designation and has been with Davenport since 2008. Outside of his advisory role, he teaches tennis lessons at Roanoke Country Club. 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 investment strategies and services, including asset management, retail brokerage, fixed income, public finance, and financial planning, supported by dedicated portfolio manager teams and a structured oversight process.

Gatis Zigats is a financial advisor at Janney Montgomery Scott with three years of industry experience. He holds a Series 66 designation and has worked previously at Merrill, Bank of America, Carmax Auto Superstores, and Macy's. 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, delivering investment advice through a combination of in-house portfolio management and third-party managers across various advisory programs.

Michael O'Keefe is a financial advisor with Truist Advisory Services who holds Series 63 and Series 65 designations and has 22 years of industry experience. His prior roles include positions at BB&T Securities and SunTrust Advisory Services. 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 uses a mix of discretionary and non-discretionary manager relationships and employs AI-enabled tools to support investment research and manager oversight.