Chris Glasscock is a financial advisor with OnePoint BFG Wealth Partners in Richmond, VA, holding the ChFC® and Series 63 designations and bringing 23 years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Donald Creech. Glasscock is also the owner of Baykinrea, LLC and a part owner of CNCG2, LLC and GS1250FL, LLC, where he serves as lead advisor managing client relationships and assets. OnePoint BFG provides customized financial planning and wealth management services to individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs a range of proprietary and third-party portfolio strategies, with most client assets managed on a discretionary basis, and incorporates formal portfolio monitoring and AI-assisted documentation tools.

David Nystrom is a financial advisor at Thurston Springer Advisors with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Burgess Partners, LLC and Wells Fargo Advisors Financial Network LLC. Nystrom serves as treasurer of the Longwood University Trust and is a board member of the Brookfield Foundation. Thurston Springer Advisors provides financial planning, portfolio management, and fiduciary services to individuals, corporations, retirement plans, and trusts. The firm employs a range of investment strategies, including discretionary and non-discretionary programs, blending buy-and-hold, asset allocation, and more active technical and fundamental approaches.

Joseph Jennings is a CFA® charterholder with 14 years of industry experience. He has been with Lowe, Brockenbrough & Company, Inc. since 1999. Brockenbrough provides discretionary and non-discretionary investment management and Outsourced Chief Investment Officer (OCIO) services to high-net-worth individuals, trusts, foundations, endowments, and other institutional clients. The firm manages approximately $4.3 billion in client assets and offers customized portfolios using both proprietary strategies and third-party managers, with a focus on coordination alongside clients’ trust, tax, and other advisors.

Roderick Smyth is a financial advisor with RiverFront Investment Group, LLC, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked extensively at RiverFront and ALPS Distributors, Inc., and serves as an advisory board member for the Virginia Retirement Systems Advisory Committee. Smyth is also involved in community service through his role on the finance committee of Goochland Cares, a local charity and food bank. RiverFront Investment Group provides investment management services to individual investors, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm combines its Price Matters® valuation framework with tactical asset allocation and security selection across global fixed income and equities, implementing strategies through various model delivery platforms and customized portfolio solutions.

Robert Walters is a CFP®-certified financial advisor with 33 years of industry experience, currently serving at Cary Street Partners since 2009. He holds Series 63 and Series 65 licenses. Outside of his advisory role, Walters is actively involved in his community through leadership positions at the Barter Theatre Foundation, where he serves as President, and as a trustee for the VA Highlands Community College Educational Foundation, as well as participating on the financial committee of Johnston Memorial Hospital. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base including individuals, charitable organizations, corporations, and retirement plans. The firm employs a comprehensive investment approach that integrates traditional and alternative strategies, utilizing both third-party managers and proprietary resources.

Adam Simpson is a financial advisor at Cary Street Partners with a Series 66 designation and three years of industry experience. His previous roles include positions at Ameriprise Financial Services, Wells Fargo Advisors, and First Clearing. Cary Street Partners serves a diverse client base including individuals, corporations, trusts, retirement plans, and institutional clients, offering portfolio management, financial planning, and other investment services. The firm utilizes proprietary strategies, sub-advisers, and AI tools to support portfolio construction and monitoring.

Wendy Kerns is a financial advisor at RiverFront Investment Group, LLC with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked in notable firms including Wells Fargo Clearing and ALPS Distributors. Kerns has also served as Technology Program Manager at RiverFront Investment Group. RiverFront Investment Group provides investment management services to individual investors, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a Price Matters® valuation framework combined with tactical asset allocation and risk management, offering customized portfolio solutions through various delivery platforms.

Charles Coreth is a CFP® with 46 years of experience in the financial advisory industry. He is currently with CG Advisory Services and has previously worked at Capital Asset Advisory Services, AIG Retirement Advisors, and COREDO, LLC. Outside of his advisory work, he serves on the board of directors and as program director for The Rotary Club of Richmond and provides financial guidance to the Finance Committee of the Church of the Good Shepherd. CG Advisory Services is an SEC-registered firm managing approximately $4.02 billion for a diverse client base, including individuals, pension plans, charitable organizations, and businesses. The firm utilizes proprietary discretionary model portfolios and a variety of customized investment strategies supported by an Investment Committee and technology platforms.

Kyla Ward is a financial advisor at Beacon Capital Management, Inc. with five years of industry experience. She holds the Series 66 designation and has worked at firms including Sammons Financial Network, Midland National Life Insurance Company, National Life Group, and LPL Financial. Beacon Capital Management provides third-party model portfolio management and direct discretionary portfolio management to advisory platforms and retail advisors. The firm serves a diverse client base that includes individuals, pension and profit-sharing plans, corporations, charitable organizations, trusts, and other institutional clients, using primarily mechanical, data-driven tactical allocation strategies.

Richard Contelmo is a financial advisor with Simplicity Wealth and holds a Series 65 credential. He has six years of industry experience and previously worked at Alphastar Capital Management, LLC. He is also involved with AMC and RAC Associates LLC and Cornerstone, where he participates in health, life, and annuities insurance activities. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, institutional clients, and other financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, offering model portfolios that are actively monitored and rebalanced, along with technology and operational services for advisers through its TAMP platform.

Christopher Philipoom is a financial advisor with Wealthcare Capital Management LLC in Richmond, VA, holding a Series 65 designation and 17 years of industry experience. He has been involved with Financeware, Inc. since 2001. Wealthcare Capital Management LLC is a multi-team advisor managing approximately $3.03 billion for individual and high-net-worth clients, trusts, retirement plans, foundations, and other entities. The firm utilizes evidence-based investment strategies, including model portfolios with mutual funds, ETFs, alternative investments, and specialty platforms, overseen by an Investment Policy Committee.

Margaret Snead is a financial advisor at Cary Street Partners with 25 years of industry experience. She holds a Series 66 designation and has been with Cary Street Partners since 2010. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individuals, charitable organizations, corporations, retirement plans, and other institutions. The firm employs a comprehensive investment approach that combines third-party and in-house resources across a range of strategies, including traditional equity and fixed income, alternative investments, and proprietary products.

Ronald Mentzer is a financial advisor at MissionSquare Retirement with 31 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior work includes roles at Icma Rc, Capitol Securities Management, and The Distribution Consulting Group. Outside of his advisory work, he serves as a volunteer on the Supervisory Committee for The United Methodist Credit Union, where he oversees internal audit procedures. MissionSquare Retirement administers deferred compensation and qualified retirement plans for state and local government employers, their employees, and certain non-profit entities. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, with investment advice and model portfolios developed by Morningstar Investment Management.

John Bowers is a CFA® charterholder with 15 years of industry experience. He has been with Lowe, Brockenbrough & Company, Inc. since 2000. Brockenbrough provides discretionary and non-discretionary investment management and Outsourced Chief Investment Officer (OCIO) services to high-net-worth individuals, trusts, foundations, endowments, and other institutional clients. Founded in 1970, the firm manages approximately $4.3 billion in client assets and offers customized portfolios that integrate traditional and non-traditional asset classes through both proprietary strategies and third-party managers.

Gordon Caldwell is a Series 65-licensed advisor with Wealthcare Capital Management LLC in Richmond, VA, and has 17 years of industry experience. He has been with Wealthcare Capital Management since 2001. Wealthcare Capital Management LLC is an SEC-registered multi-team firm managing approximately $3.03 billion for individual and high-net-worth clients, trusts, retirement plans, foundations, and other entities. The firm provides discretionary and non-discretionary portfolio management, financial planning, retirement plan advisory, and access to alternative and precious-metal investments, using model portfolios supplemented by alternative managers and specialty platforms.

Martin King is a CFA® charterholder with six years of industry experience. He has worked at Brockenbrough since 2021 and previously held positions at Credit Suisse Securities USA LLC, the Darden School of Business Administration, and Xenith Bank. King serves on the board of directors for Green Top Sporting Goods, a sporting goods retailer. Brockenbrough provides discretionary and non-discretionary investment management and Outsourced Chief Investment Officer (OCIO) services to high-net-worth individuals, trusts, foundations, endowments, and other institutional clients. The firm combines traditional and non-traditional asset classes through proprietary strategies and third-party managers, managing approximately $4.3 billion in client assets as of December 2024.

Rebecca Reynaud is a financial advisor with Prospera Financial Services, Inc. She holds Series 63 and Series 66 designations and has 29 years of industry experience. Prior to joining Prospera in 2026, she spent 22 years at First Clearing, LLC. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Walter S. Robertson III is a financial advisor with Brockenbrough in Richmond, VA, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has worked with Bengur Bryan & Co., Inc. since 2018 and Lowe Brockenbrough & Company Inc. since 2014, and was previously with Cary Street Partners, LLC. Outside his advisory roles, he serves as Chairman of the Finance Committee for the American Civil War Museum & Foundation, a position he has held since 2005. Brockenbrough provides discretionary and non-discretionary investment management and wealth planning services to high-net-worth individuals, trusts, foundations, endowments, and institutional clients. The firm employs a process that combines quantitative models and fundamental research, integrating customized portfolios across traditional and proprietary strategies, and offers Outsourced Chief Investment Officer services for institutions.

John Davenport is a financial advisor with Aptus Capital Advisors, LLC in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He previously worked at Invesco and related firms for over a decade. Outside of finance, he is involved in a craft distillery business, serving as head distiller at Three Crosses Distilling Company, which he co-owns. Aptus Capital Advisors manages approximately $14.47 billion and provides advisory services to individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm employs a model-driven investment approach primarily using ETFs, including its own suite of actively managed funds, and offers a range of services such as portfolio management, financial planning, and options overlay strategies.

Malcolm Warneford Thomson is a CFP® professional with 21 years of industry experience, currently serving at CL Wealth Management LLC. He has worked with Warneford Wealth Management LLC since 2014 and has been affiliated with Cabot Lodge Securities and CL Wealth Management since 2013. In addition to his advisory role, he offers fixed insurance solutions as part of his practice. CL Wealth Management LLC is an SEC-registered multi-advisor firm that serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm provides portfolio advisory services, financial planning, and client education, tailoring investment strategies through fundamental and technical analysis with both discretionary and non-discretionary management.