Lavonia Welfare is a Series 66 licensed advisor at Davenport & Company LLC in Roanoke, VA, with 21 years of industry experience. She has been with Davenport since 2007 and previously worked at UBS Financial Services. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, nonprofits, and corporations, offering asset management, brokerage, fixed income, public finance, and investment advisory services. The firm employs portfolio manager teams and an Investment Policy Committee to manage separately managed accounts, mutual funds, and other investment strategies.

Ethan Stevenson is a financial advisor with Davenport & Company LLC in Roanoke, VA. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to joining Davenport, he worked at First Citizens Bank and First Citizens Investor Services and has experience with Self Help Credit Union and Roanoke College. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, estates, nonprofits, and corporations, providing asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s asset management is organized around portfolio manager teams, an Investment Policy Committee, and a Manager Research team, offering a range of strategies through separately managed accounts, mutual funds, ETFs, and unified managed accounts.

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 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Davenport since 2007, following a tenure at UBS Financial Services beginning in 2000. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, and nonprofits, providing asset management, retail brokerage, fixed income, and investment banking services. The firm’s investment approach includes dedicated portfolio manager teams and an Investment Policy Committee, managing a range of strategies through separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Lindsay St. Peter is a financial advisor at Davenport & Company LLC in Roanoke, VA, with eight years of industry experience. She holds a Series 66 designation and previously worked at HomeTown Bank from 2014 to 2018. Outside of her advisory role, she serves on the finance committee of Lighthouse Bible Church and is a board member and committee participant for Family Service of Roanoke Valley. Davenport & Company serves individual and institutional clients by offering asset management, retail brokerage, fixed income, public finance, and investment banking services. The firm manages its asset management through dedicated portfolio teams and an Investment Policy Committee, and it acts as adviser to multiple mutual funds while providing both fee- and commission-based account options.

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.

Matthew Krycinski is a financial advisor at D.A. Davidson & Co. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Truist Investment Services and Bb&T Securities. Outside of his advisory role, he is a partner in a real estate business focusing on rental property acquisition and management. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, financial planning, equity research, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards and employing both qualitative and quantitative investment analyses.

Oliver Surprenant is a financial advisor with Truist Advisory Services in Roanoke, VA, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Wells Fargo Clearing, BB&T Bank, Northwestern Mutual, and JMS Builders Developers Inc. He has worked with Truist entities since 2021. 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 and non-discretionary manager arrangements and offers specialized programs such as the AMC Advantage for clients seeking third-party manager selection.

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 designations and has worked at Morgan Stanley, Wells Fargo Clearing, and Carilion Roanoke Memorial Hospital. Outside of her advisory work, she owns Carilion Wellness and is a yoga instructor. 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 combines an affiliated broker-dealer with a full advisory platform and manages a range of portfolios including mutual funds, separately managed accounts, and ETFs.

Katrina Goode is a financial advisor at Davenport & Company LLC with 13 years of industry experience. She holds a Series 66 designation and has worked at Davenport since 2012. Prior to her financial services career, she spent 19 years in the NASCAR industry. Outside of work, she serves on the finance committee of the Girl Scouts of Virginia Skyline Council. Davenport & Company LLC provides asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services to individual and institutional clients. The firm offers separately managed accounts and mutual fund strategies, operating as an employee-owned company with a history dating to 1863.

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 Series 66 licensed advisor with Davenport & Company LLC, where he has worked since 2008. He has 17 years of industry experience. Outside of his advisory role, he teaches tennis lessons at the Roanoke Country Club. Davenport & Company serves individual and institutional clients, providing asset management, brokerage, fixed income, public finance, and investment banking services. The firm’s advisory approach includes separately managed accounts, model portfolios, and mutual funds, supported by dedicated portfolio teams and research.

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.