James Russell Stephenson

Roy Runyon is a financial advisor at River Crescent Advisors, LLC with six years of industry experience. He holds a Series 65 designation and previously worked at Beacon Harbor Wealth Advisors, Inc. and The Gartman Letter L.C. Runyon serves on the Board of Trustees for Nansemond-Suffolk Academy. River Crescent Advisors, LLC provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm manages approximately $122.7 million in client assets and employs a fundamental, long-term investment approach using diversified model portfolios tailored to client goals and risk tolerances.

Tyler Dunn is a CFP® with three years of industry experience, currently advising at River Crescent Advisors, LLC. His prior experience includes roles at PBMares Wealth Management, The Citadel, Acap SME, LLC, and Randolph-Macon College. Outside of his advisory work, he serves as a pitching coach for the Randolph-Macon baseball team. River Crescent Advisors provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a fundamental analysis-based investment approach focused on long-term strategies while allowing for shorter-term adjustments, and it offers a wrap fee program that consolidates transaction costs into a single advisory fee.

Arcelia Wicker is a financial advisor at Bay Capital Advisors, LLC with three years of industry experience. She holds the ChFC® designation and the Series 65 license. Prior to joining Bay Capital Advisors, she served in the United States Navy for seven years. Bay Capital Advisors is a fee-only advisory firm serving individual and high-net-worth clients, as well as business and charitable entities. The firm employs a top-down macroeconomic and fundamental analysis approach combined with a core-satellite implementation, managing approximately $196 million across about 175 client relationships.

Carter Moss is a financial advisor at MissionSquare Retirement with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at ICMA Retirement Corporation since 2014. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofits by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice with investment strategies developed by Morningstar Investment Management.

Pamela Mcwhorter is a financial advisor with NFSG Corporation, holding Series 63 and Series 65 designations and over 42 years of industry experience. Her prior roles include positions at Newbridge Securities Corp, Edward Jones, and Wells Fargo Advisors. She serves on the advisory board of the Virginia Medical Freedom Alliance, which focuses on medical legislation affecting children and young adults. NFSG Corporation provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm offers both discretionary and non-discretionary asset management, utilizing a variety of investment instruments and employing internal portfolio management alongside third-party asset manager arrangements.

Trevor Maxwell is a financial advisor at Cape Investment Advisory, Inc. with six years of industry experience. He holds Series 63 and Series 65 licenses and previously served 20 years in the United States Navy. Outside of his advisory role, he is a co-founder of Baker/Max LLC. Cape Investment Advisory provides discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, corporations, and qualified plans. The firm supports about 1,624 clients through approximately 40 advisors and employs a flexible investment approach that includes fundamental, technical, and macroeconomic analysis.