Tyler Lamont Herring

Melissa Harrison is the sole advisor at Harrison Capital Management in Keswick, VA, holding Series 63 and Series 65 licenses with 30 years of industry experience. She has led Harrison Capital Management since 2004 and has been affiliated with Linsco/Private Ledger Corp. since 1995. Harrison Capital Management provides investment advisory services to individuals and various institutional clients, focusing on discretionary portfolio management and occasional financial planning. The firm combines fundamental and technical analysis to tailor portfolios to client risk tolerances and conducts formal semi-annual reviews, offering educational seminars and workshops uncommon among independent single-advisor firms.

Philip Springer is a financial advisor with Retirement Wealth Management, Inc. in Keswick, VA. He holds a Series 65 designation and has 24 years of industry experience. He has been with Retirement Wealth Management, Inc. since 1999. Retirement Wealth Management, Inc. provides discretionary investment management for individuals, pension and profit-sharing plans, trusts, estates, and small businesses, managing approximately $24 million. The firm offers tailored portfolios primarily composed of individual stocks, no-load mutual funds, and ETFs, with a focus on risk control and long-term holdings, supported by fundamental, technical, and business-cyclical analysis.

William Cameron is a CERTIFIED FINANCIAL PLANNER™ professional with 29 years of experience. He has been the sole advisor at Third Millennium Advisors, Inc. since founding the firm in 1997 in Barboursville, Virginia. Third Millennium Advisors is an independent, state-registered investment adviser serving a small roster of individual clients, both high-net-worth and non-high-net-worth. The firm provides discretionary portfolio management, financial planning, and consulting, employing a blend of fundamental, technical, quantitative, and qualitative analysis to develop personalized investment policies.

Charles Carr is a financial advisor at Carr Capital Management with 10 years of industry experience. He holds a Series 65 designation and has been with Carr Capital Management since 2015. Carr Capital Management provides fee-only, discretionary portfolio management primarily for individual investors, estates, and trusts, while also supporting institutional clients, endowments, and foundations. The firm emphasizes fundamental analysis of “franchise” companies and manages diversified portfolios with a long-term holding approach.

John Carr Jr. is a financial advisor at Carr Capital Management with 18 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Morgan Keegan & Company, LLC for six years before joining Carr Capital Management in 2015. Carr Capital Management provides discretionary, fee-only investment management primarily to individuals, estates, and trusts, with a focus on diversified portfolios of individual equity securities augmented by mutual funds and ETFs. The firm emphasizes fundamental analysis of “franchise” companies and manages accounts on a discretionary basis with typical holdings of 15–30 positions.

Matthew Dawson is a CFP® and holds a Series 66 license, with 18 years of industry experience. He has been with Rede Wealth, LLC since 2015. Outside of his advisory role, he manages a real estate rental business through Matt Dawson Enterprises, LLC. Rede Wealth serves individuals, trusts, estates, charitable organizations, and business entities, offering financial planning, wealth management, and discretionary investment management. The firm employs a multi-faceted investment process incorporating fundamental, technical, and cyclical analysis within a Modern Portfolio Theory framework, utilizing ETFs, individual equities, and selected independent managers.