Dennis Moore

Bradley Watson is a financial advisor with Davenport & Company LLC in Farmville, VA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Davenport & Company since 1993. Outside of his advisory role, he serves as chairperson for the Prince Edward County Industrial Development Authority and is a board member and investor in a local radio station. 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 strategies managed by dedicated portfolio teams and supported by multiple specialized committees.

Brett Watson is a financial advisor with Davenport & Company LLC in Farmville, VA, holding Series 63 and Series 65 licenses and with 33 years of industry experience. He has been with Davenport & Company since 1992. Outside of his advisory role, Watson is a member, singer, and guitar player in a local music band called The Porch Gliders and serves as a supervisor on the Prince Edward County Board of Supervisors representing the Town of Farmville. 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 through various investment vehicles and specialized portfolio management teams.

Lauren Mc Carty is a financial advisor with Creative Planning and holds a Series 66 designation. She has 22 years of experience in the industry, having previously worked at firms including Lockton Investment Securities, American Century Investment Services, Transamerica, and Diversified Investment Advisors. Mc Carty has been with Creative Planning since 2022. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and a range of retirement plan services.

Constance Neilsen is a financial advisor at Davenport & Company LLC with 25 years of industry experience. She holds the Series 66 designation and has been with Davenport & Company since 1999. 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 non-profit organizations. The firm offers a broad range of services such as asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning through various managed accounts, mutual funds, ETFs, and retirement solutions.

Jay Whited is a financial advisor with Edward Jones in Farmville, VA, holding a Series 66 designation and having 10 years of industry experience. He has been with Edward Jones since 2015 and also serves in the District of Columbia Army National Guard since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 financial advisors.

Mary Kathleen Hacker is a financial advisor with Edward Jones in Farmville, VA, holding a Series 66 designation and eight years of industry experience. She has been with Edward Jones since 2016 and previously worked at the YMCA of Greater Richmond for 15 years. Outside of her advisory work, she owns MKThompson Photography, where she occasionally does photoshoots for friends and family. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and affiliated investment options. The firm operates a large national network of financial advisors and branch offices and provides both discretionary and non-discretionary investment strategies under a fiduciary standard.