Daniel Douglas is a financial advisor at Empire Wealth Management, LLC in Moseley, VA, holding Series 63 and Series 66 licenses with 17 years of industry experience. He has been with Empire Wealth Management since 2010, serving as the sole advisor at the firm. Empire Wealth Management is a small, independent registered investment adviser providing discretionary and non-discretionary portfolio management and comprehensive financial planning to individuals, high-net-worth clients, businesses, charities, and small employer-sponsored retirement plans. The firm employs a combination of Modern Portfolio Theory, long-term purchase strategies, and technical analysis to tailor investment allocations based on client objectives, time horizons, and risk tolerance.

John Hopkins is a CFP® and holds a Series 66 designation with 12 years of industry experience. He has worked at Swift Creek Wealth Management since 2019 and previously spent seven years at Summit Financial Planning. Swift Creek Wealth Management provides discretionary portfolio management and financial planning services primarily to individual clients, including both non-high-net-worth and high-net-worth households, as well as occasionally advising other advisers. The firm employs tailored investment strategies using mutual funds and exchange-traded funds, with accounts typically managed on a discretionary basis and reviewed regularly.

Randy Kolenda is a financial advisor at NorthStar Wealth Management LLC with 15 years of industry experience. He holds the Series 66 designation and has worked at firms including Resurgent Financial Advisors LLC, Kingswood Capital Partners, Hayden Royal, and Wells Fargo Clearing. NorthStar Wealth Management LLC provides discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm employs a blend of fundamental and technical analysis with modern portfolio theory to build long-term, risk-aligned portfolios and offers an invitation-only Comprehensive Financial Leadership program that coordinates specialists to address complex client needs.

Lisa Robinson is a CFP® professional and the sole advisor at Robinson Nelson with one year of industry experience. She previously worked at World Financial Group for seven years and holds current roles outside of investment advising as a senior product manager at United Health Group/Optum and a licensed real estate salesperson. Robinson Nelson is an independent registered investment adviser serving individuals, trusts, estates, business owners, and qualified retirement plans. The firm offers discretionary asset management, financial planning, and ERISA plan services with a focus on institutional retirement-plan consulting and pension advisory work.

Peter Brearley is a financial advisor with Financial Advisors of Virginia, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with multiple firms including Securities Service Network and Securities America, and has owned Financial Advisors of Virginia since 1998. Brearley also sells health, long-term care, and life insurance. Financial Advisors of Virginia provides tailored financial planning and investment management services to individuals, small businesses, trusts, estates, and retirement plans. The firm employs a strategic asset allocation approach with a buy-and-hold orientation, managing all accounts on a non-discretionary basis with quarterly reviews and client approval required before trades.

James Peak is a financial advisor with Welcome Home Wealth Advisors LLC in North Chesterfield, VA, holding Series 63 and Series 65 licenses and having 11 years of industry experience. His prior roles include positions at LPL Financial LLC, Fidelity Personal and Workplace Advisors, and Cambridge Investment Research Advisors. Outside of his advisory work, he serves as a musician at Grace and Holy Trinity Church in Richmond, VA. Welcome Home Wealth Advisors LLC provides discretionary asset management and financial advisory services to individuals, business entities, and qualified retirement plans, often using fundamental and technical analysis alongside Modern Portfolio Theory. The firm also facilitates relationships with Sub-Advisors and Third-Party Managers and integrates insurance-related activities within its service offerings.

Timothy Short is a Series 65-licensed financial advisor with five years of industry experience. He is currently with Welcome Home Wealth Advisors LLC and has prior experience with Foundations Investment Advisors LLC and Wealth Preservers, Inc. He is also active as an insurance agent, involved in the sale of various insurance products. Welcome Home Wealth Advisors LLC provides discretionary asset management and financial advisory services to individuals, business entities, and qualified retirement plans, often acting as a limited-scope ERISA 3(21) fiduciary. The firm employs a range of investment methods including fundamental and technical analysis and Modern Portfolio Theory, and integrates licensed insurance activities alongside investment advisory services.

Ralph Short Jr. is a financial advisor with Welcome Home Wealth Advisors LLC, holding Series 63 and Series 65 designations and over 34 years of industry experience. His career includes roles at Foundations Investment Advisors, LLC, and long-term ownership of Wealth Preservers, Inc. He also operates an insurance agency under the name Welcome Home Financial Partners, focusing on life, health, and employee benefits. Welcome Home Wealth Advisors LLC provides discretionary asset management and financial advisory services to individuals, business entities, and qualified retirement plans, utilizing methods such as fundamental and technical analysis and Modern Portfolio Theory. The firm integrates insurance activities with its advisory services and manages approximately $50.7 million for around 259 clients.

Kristin Menz Yianni is a financial advisor at CPR Investments Inc. with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at CPR Financial Group and CPR Investments Inc. since 2016, as well as serving as a consultant for CT Executive Benefits Group since 2003. CPR Investments Inc. primarily serves individual investors and also works with businesses, qualified retirement plans, and other financial professionals. The firm employs a multi-manager approach combining third-party registered investment advisors and in-house tactical strategies to manage discretionary portfolios focused on downside risk reduction.

Justin Cason is a CFP® and holds a Series 65 license with four years of industry experience. He is currently with CG Advisory Services and has previously worked at Lumos Wealth Advisors and Verus Financial Partners. From 2016 to 2021, he was involved with Young Life. CG Advisory Services is an SEC-registered advisory firm serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm employs a largely model-driven investment approach with oversight from an Investment Committee and offers a range of services including discretionary portfolio management, financial planning, and retirement-plan consulting.

Todd Mccandless is a Series 65-licensed financial advisor with nine years of industry experience, currently with HBW Advisory Services LLC. He has worked at Southern Graphic Systems since 2014 and is involved with McCandless Enterprises LLC, a graphic design business he founded in 2001. Outside of advising, he also works as a graphic specialist at Altria Client Services. HBW Advisory Services manages approximately $1.75 billion in assets and provides asset management, financial planning, and consulting to individuals, families, charitable organizations, businesses, and retirement plans. The firm uses a blended investment approach with third-party money managers and offers a high client load per advisor alongside institutional and intermediary services.

Trevor Batt is a financial advisor at Ritholtz Wealth Management with eight years of industry experience. He holds the CFP® designation and Series 65 license. Prior to joining Ritholtz in 2025, Trevor worked at Cardinal Financial Planning, Indigenous Technologies, and several other firms across finance and technology sectors. Ritholtz Wealth Management serves both individual and institutional clients, offering comprehensive portfolio management and financial planning through advisor-led services and digital platforms. The firm employs a goal-based investment process emphasizing asset allocation and behavioral finance, managing approximately $9.4 billion in client assets.

Arianne Mc Sellers is a CFP® and Series 65-licensed advisor at Facet with one year of industry experience. Prior to joining Facet, she worked at Garrel Miani Financial Group and operated Abundant Life Financial Coaching Services. Her career also includes roles outside of finance at Sabra Dipping Co. and DSD Partners. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, serving both non-high-net-worth and high-net-worth households primarily through phone, video, and a proprietary web platform. The firm uses technology-driven processes and model-based asset allocations focused on ETFs, with a flat subscription fee structure rather than asset-based fees.

David Shenton is a financial advisor at Capitol Securities Management, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Capitol Securities since 2007. Outside of his advisory role, he is a passive investor in a tequila importing and distributing business called Two Sons Imports. Capitol Securities Management serves individual, corporate, charitable, trustee, and plan sponsor clients by providing brokerage and investment advisory services, comprehensive financial planning, and pension consulting. The firm manages assets through separately managed accounts, wrap fee programs, and third-party money managers, delivering advice via a network of investment adviser representatives who develop client-specific investment policies.

Ronald Bell Jr. is a financial advisor at Cornerstone Wealth Management, LLC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Cornerstone Wealth Management and LPL Financial since 2013. Cornerstone Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm uses a multi-brand operating model supported by LPL platform programs and technology to deliver tailored investment advice and asset management services.

Michael Rawls is a financial advisor with CG Advisory Services in Richmond, VA, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. His prior work includes eight years at VALIC Financial Advisors and five years at both Capital Asset Advisory Services, LLC and CG Financial Services. He serves on the board of the American Heart Association in a non-compensated capacity. CG Advisory Services is an SEC-registered firm that provides discretionary portfolio management and financial planning for individuals, pension plans, charitable organizations, and corporate clients. The firm employs model-driven investment strategies with oversight from an Investment Committee and incorporates AI tools alongside fundamental and technical research to tailor portfolios to client objectives.

Sicong Ai is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, NYLIFE Securities LLC, and Equitable Financial Life Insurance. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer services. The firm utilizes multi-asset, multi-manager strategies and maintains unique market roles, including operation as a swap dealer and futures commission merchant.

Amber Westbrook is a financial advisor at Truist Advisory Services with seven years of industry experience. She holds a Series 66 designation and has previously worked at BB&T Securities and Dingman Financial Service. Before entering the financial sector, she spent a year in freelance event management. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, utilizing third-party platforms and AI-enabled equity research tools to support its investment approach.

Daniela Vasquez Izquierdo is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 designations and two years of industry experience. She has been with Citigroup since 2013. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, and maintains in-house research, security pricing, and unique market roles such as swap dealer and futures commission merchant.

Teng Lin is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 credentials and two years of industry experience. Prior to joining Citigroup, Teng worked at Queens College and Queens Borough Community College. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and operates with a combination of large institutional scale and specialized market functions.