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.

David Ellington is a financial advisor with Stonex Advisors Inc. in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His prior roles include positions at Intl Advisory Consultants Inc., Anderson & Strudwick, Incorporated, Merrill, and Advest, Inc. He is also a member of BCES, LLC, where he manages office rental and expense payments. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing discretionary and non-discretionary portfolio management, financial planning, and related consulting services through a combination of independent advisors and an in-house private client group. The firm employs multiple account structures, model-based solutions, and various platforms to implement investment strategies and supports a large network of advisor DBAs and sub-advisory arrangements.

James Crooks Jr. is a Series 65-licensed advisor with Sequent Planning, LLC in Richmond, VA, with one year of experience at the firm and over a decade of prior experience at SurePoint Financial, LLC. He also serves as Vice President of Bridgeway Logistics, LLC, a last-mile delivery business, where he manages HR and fleet operations. Additionally, he spends part of his time as an insurance agent offering insurance products to clients. Sequent Planning, LLC (doing business as Futurity First Wealth Management) is an SEC-registered investment adviser that serves individuals, retirement plan sponsors, small and medium-sized businesses, endowments, and nonprofit organizations. The firm provides asset management, financial planning, and retirement plan services through a network of investment adviser representatives using a structured risk framework and diversified manager exposures.

Jody Bruce is a financial advisor with United Brokerage Services, Inc. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities LLC, Minnesota Life, Securian Financial Services, Virginia Asset Management, and Nationwide. He also serves as an agent with Midland National, focusing on fixed life insurance business. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, corporate pension and profit-sharing plans, and trust clients through various wrap fee and advisory programs. The firm primarily manages assets on a non-discretionary basis, with investment approaches tailored by advisor and program, and maintains affiliations with United Bank and Wells Fargo.

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.

Roy Alexander is a financial advisor with Capitol Securities Management, Inc. in Springfield, VA, holding the PFS™ designation along with Series 63 and Series 65 licenses. He has 24 years of experience with Capitol Securities and has operated his own CPA practice since 1981, providing accounting and tax preparation services. In addition, he serves as treasurer of the West Springfield Professional Condo Association, managing financial statements and budgets. Capitol Securities Management serves individual, corporate, and charitable clients with brokerage and advisory services, comprehensive financial planning, and pension consulting. The firm offers access to a range of investment programs and utilizes a network of advisers to develop client-specific investment policies.

Carter Whisnand is an advisor at Silvercrest Asset Management Group LLC with 23 years of experience at the firm. He holds Series 65 and Series 66 licenses. Silvercrest provides investment management, family office, and institutional advisory services primarily to high-net-worth families and select institutions. The firm emphasizes bottom-up, value-oriented equity strategies and active fixed-income management, combining proprietary valuation tools with quantitative risk analytics in its portfolio construction and advisory roles.

Martin King II is a CFA® charterholder with seven years of industry experience. He has worked at Brockenbrough since 2019 and previously held roles at Credit Suisse Securities and Xenith Bank. Outside of his advisory work, he serves on the board of directors for Green Top Sporting Goods, a sporting goods retailer. Brockenbrough provides discretionary and non-discretionary investment management and wealth planning services to high-net-worth individuals, trusts, foundations, endowments, and other institutional clients. The firm offers customized portfolios combining traditional equities and fixed income with proprietary strategies and third-party managers, and also provides Outsourced Chief Investment Officer services for institutions.

Robert Freeman Jr. is a CFP® and ChFC® with 24 years of industry experience. He is currently with Blueprint Financial Advisors, where he has worked since 2025. His prior roles include positions at Morse Capital Partners, CapGroup Advisors, and Capital Advisory Group. Blueprint Financial Advisors is a multi-advisor firm offering discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement plan consulting to individuals, trusts, pension and ERISA plans, and nonprofits. The firm manages approximately $1.4 billion in assets and employs a proprietary strategic-and-tactical investment framework that integrates global diversification with price-driven trend-following across multiple asset classes.

Colin Kelly is a CFA® charterholder with six years of industry experience, currently serving as an advisor at The London Company of Virginia since 2026. He previously worked at Curi RMB Capital LLC, Curi Capital, and KDI Capital Partners, LLC. Outside of his advisory role, Kelly volunteers as an Investment Committee Member for the YMCA of the Triangle Area. The London Company of Virginia manages approximately $14.9 billion in discretionary assets for individual and institutional clients. The firm employs a conservative, long-term, bottom-up equity approach emphasizing cash return on tangible capital and downside protection, using a proprietary balance-sheet optimization model alongside quantitative and fundamental analysis.

Andrew Cooke is a financial advisor at Signal Advisors Wealth, LLC with one year of industry experience. He holds a Series 65 credential and has previously worked at Purpose Driven Wealth Advisors LLC, Gradient Advisors, LLC, and several other firms. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and their retail clients. The firm employs a primarily top-down, tactical asset allocation process with sector rotation and a relative growth/value framework, while supporting a high client load per advisor through its platform.

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.

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.

Christopher Dion is a CFA® charterholder with 11 years of industry experience. He has been with Lowe Brockenbrough & Company, Inc. since 2012. 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 customized portfolios using a blend of traditional and non-traditional asset classes, proprietary strategies, and third-party managers, and it also serves as adviser and sponsor for multiple affiliated pooled investment vehicles.

Charles Perkins is a CFA® charterholder based in Richmond, VA, with six years of industry experience. He has been with The London Company of Virginia since 2019, with prior roles at PlusTick Partners and the University of Virginia Darden School of Business. The London Company of Virginia provides discretionary portfolio management to individual and institutional clients through a variety of investment vehicles, managing approximately $14.9 billion in assets. The firm employs a conservative, long-term, bottom-up equity approach that combines quantitative screening with fundamental analysis and emphasizes downside protection.

Daniel Bird III is a financial advisor with Stonex Advisors Inc. in Richmond, VA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of advisory work, he serves as power of attorney for his father. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and related consulting services through independent advisors and an in-house Private Client Group. The firm uses a variety of platforms and model solutions to implement investment strategies and supports multiple account structures and reasonably imposed client restrictions.

Natan Mc Kenzie is a Series 66-licensed financial advisor with four years of industry experience. He currently works at Navy Federal Investment Services, LLC and previously held roles at Centaurus Financial Inc. and New York Life. Outside of advising, he is co-owner of Pix R Us, a photo booth service company. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options primarily through managed advisory programs that utilize third-party portfolio managers.

Colleen Dixon is a financial advisor with First Citizens Investor Services, Inc. in Richmond, VA, holding Series 63 and Series 65 licenses and bringing five years of industry experience. Her prior roles include positions at Wells Fargo, Bank of America, and PNC Bank. She also serves as an institutional consultant at First Citizens Asset Management, where she advises clients on investment management and retirement plans. First Citizens Investor Services, Inc. provides investment advisory and brokerage services to a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm uses a combination of risk- and outcomes-based asset allocation, discretionary and non-discretionary management, and third-party managers, supported by integrated banking resources through its affiliation with a bank holding company.

Robert Wainscott is a financial advisor with The London Company of Virginia, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has been with The London Company of Virginia since 2014. Outside of his advisory role, he is a member of Posey LLC, a non-investment-related business. The London Company of Virginia is an independently owned, SEC-registered investment adviser managing approximately $16 billion in discretionary assets for individuals, high net worth clients, pension plans, foundations, charitable organizations, and other institutions. The firm employs a conservative, bottom-up equity process focused on downside protection, offering multiple concentrated and international equity strategies with risk controls and extensive intermediary distribution.

Dennis Perkins Jr. is a Series 66-credentialed advisor with 22 years of industry experience. He has been with Prospera Financial Services, Inc. since 2009 and previously worked at MICG Investment Management, LLC from 2004 to 2009. Outside of his advisory role, he is co-owner of an insurance agency, PricePerkins LLC, and serves on the stewardship committee as well as acting as a trustee, power of attorney, and executor for Gwathmey Baptist Church. Prospera Financial Services, Inc. is a multi-team 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 various advisory programs through multiple platforms.