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.

Rebecca Reynaud is a financial advisor with Prospera Financial Services, Inc., holding Series 63 and Series 66 designations and bringing 29 years of industry experience. She previously worked for First Clearing, LLC for 22 years before joining Prospera Financial Services in 2026. Prospera Financial Services, Inc. is a multi-team adviser and dually registered broker-dealer managing approximately $12.4 billion across about 207 advisors and 140 offices. The firm serves a diverse client base including individuals, high-net-worth clients, corporate and charitable entities, and retirement plans, offering investment advisory and financial planning services through various platforms and customizable portfolio management strategies.

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 Glen Allen, VA, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has worked at StoneX Advisors Inc. and StoneX Securities Inc. since 2017, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, he serves as a power of attorney for his father. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA consulting, and related services. The firm uses a combination of independent advisors and in-house teams to implement strategies through various model solutions and third-party managers, supported by integrated clearing and custody capabilities through its affiliation with StoneX Group.

Natan Mc Kenzie is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and four years of industry experience. Prior to joining Navy Federal, he worked at Centaurus Financial Inc. for six years. Outside of his advisory role, Mc Kenzie is co-owner of Pix R Us, a photo booth service company. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, providing financial planning, retirement-plan fiduciary services, and portfolio management. The firm employs third-party portfolio managers via the Envestnet platform and offers a range of advisory and brokerage solutions with oversight of client suitability and manager selection.

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 financial advisor with Prospera Financial Services, Inc., holding a Series 66 designation and 21 years of industry experience. He has been with Prospera since 2009. Outside of his advisory role, Perkins is co-owner of an insurance agency and serves as chairman of a stewardship committee and trustee for a local church. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors, offering investment advisory and financial planning services across multiple platforms and utilizing a combination of firm models, third-party sub-advisers, and customizable allocations.

Jeffrey Burgess is a financial advisor at Compass Financial Management LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously operated Burgess Wealth Advisory for 10 years. Outside of advising, he is the president and owner of J M Burgess Corp., which does business as Burgess Wealth Advisory. Compass Financial Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates. The firm manages approximately $519 million in discretionary assets with a multi-team staff of 27 advisors and employs a combined fundamental, technical, charting, and cyclical investment approach.

Adam Price is a financial advisor at Prospera Financial Services, Inc. with one year of industry experience. He holds a Series 66 designation and has previously worked at Liberty University, Nasdaq Dorsey Wright, and Price Perkins, LLC. Prospera Financial Services, Inc. is a multi-team firm serving individual, corporate, charitable, and retirement plan clients with approximately $12.4 billion in assets managed across 207 advisors and 140 offices. The firm employs a combination of firm models, third-party sub-advisers, and customizable portfolios, offering both discretionary and non-discretionary account management through multiple sponsored platforms.

Elizabeth Sening is a financial advisor with Triad Wealth Partners, LLC, holding a Series 65 credential. She has seven years of industry experience, having worked previously at Prosperity Growth Strategies and Hometaker. Triad Wealth Partners provides turnkey asset management services primarily to independent registered investment advisers (RIAs) and their clients, including high-net-worth individuals, trusts, and estates. The firm employs a model-driven investment process focused on strategic asset allocation across diversified portfolios and offers sub-advisory management, operational support, and financial planning services.

Andrew Wetzel is a financial advisor at The London Company of Virginia with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with the firm since 2012. The London Company of Virginia is an independently owned, SEC-registered investment adviser managing approximately $16 billion in discretionary assets. The firm serves individuals, high net worth clients, pension plans, foundations, and other institutional investors using a conservative, bottom-up equity process focused on downside protection and risk-controlled strategies.

Roland Dortch is a financial advisor with HBW Advisory Services LLC in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His career includes roles at Silver Oak Securities, Inc., Cetera Wealth Services, LLC, and extensive work with HBW-affiliated entities since 2002. He also operates the Roland H. Dortch Company, an independent financial professional practice. HBW Advisory Services manages approximately $1.75 billion in client assets and offers 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 emphasizes a high client load per advisor along with institutional and intermediary services.

Christopher Harper is a CFA® charterholder with six years of experience at The London Company of Virginia. He has worked exclusively with the firm since 2014. The London Company of Virginia is an independently owned investment adviser managing approximately $16 billion in discretionary assets for individuals, institutions, and intermediaries. The firm uses a conservative, bottom-up equity approach emphasizing downside protection and manages a variety of concentrated and international equity strategies.

Michael Lanotte is a financial advisor at The London Company of Virginia with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with the firm since 2014. The London Company of Virginia is an independently owned, SEC-registered investment adviser managing approximately $16.0 billion in discretionary assets for individuals, high net worth clients, pension plans, foundations, charitable organizations, and other institutional investors. The firm employs a conservative, bottom-up equity process focused on downside protection and offers multiple concentrated and international equity strategies with explicit risk controls.

John Bocock is a financial advisor at Pinnacle Associates, Ltd. with 26 years of industry experience. He holds a Series 65 designation and has been with Pinnacle Associates since 2023, after a lengthy tenure at Investment Management of Virginia starting in 2000. Pinnacle Associates provides discretionary investment management and financial planning services to individuals, families, trusts, corporations, endowments, foundations, pension and profit-sharing plans, and charitable organizations. The firm emphasizes fundamental, bottom-up analysis with a long-term, valuation-sensitive approach, primarily managing portfolios of individual equities and offering custom allocations across various strategies.