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.

Ian Sharps is a financial advisor at RiverFront Investment Group, LLC in Richmond, VA. He holds a Series 65 designation and has one year of industry experience. Prior to joining RiverFront, he worked in enterprise mobility and has an extensive background in education, including roles at Howard University, Iona Prep, and Montfort Academy. RiverFront 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, implementing strategies through a variety of portfolio solutions including SMAs, UMAs, and model delivery platforms.

Kirk Stoldt is a financial advisor at Wealthcare Capital Management LLC with a Series 65 designation and four years of industry experience. Prior to joining Wealthcare Capital Management in 2021, he worked at The London Company of Virginia, LLC from 2017 to 2021 and US Bank Fund Services, LLC from 2008 to 2017. Wealthcare Capital Management LLC is an SEC-registered multi-team advisory firm managing approximately $3.03 billion for a diverse client base, including individuals, high-net-worth clients, trusts, retirement plans, and foundations. The firm employs model portfolios primarily composed of mutual funds and ETFs, supplemented by alternative investments and specialty platforms, with investment decisions guided by an Investment Policy Committee using an evidence-based framework.

Sumanpreet Dhillon is a financial advisor at RiverFront Investment Group, LLC with two years of industry experience. They hold the Series 66 designation and have prior experience with ALPS Distributors, Inc., JPMorgan & Chase, and Virginia Commonwealth University. RiverFront Investment Group provides investment management services to individual investors, trusts, pension and profit-sharing plans, charitable organizations, and corporations, utilizing model asset-allocation portfolios and Custom Portfolio Solutions. The firm combines a valuation framework with tactical asset allocation and diverse security selection across global fixed income and equities, implementing strategies through various managed account platforms and overlays.

Jamie Malone is a CFP® and CFA® with 16 years of experience in the financial advisory industry. He has worked at CW Advisors, LLC since 2024 and previously spent 14 years at Agili, P.C. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporations. The firm employs a core-and-satellite investment approach utilizing active, passive, quantitative, and ESG strategies, combining third-party money managers with internally managed risk-managed strategies.

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.

Diego Marti Vertiz is a CFA® charterholder based in Richmond, VA, with eight years at RiverFront Investment Group and a total of four years in the financial industry. Prior to joining RiverFront, he worked at Yates Construction and spent four years affiliated with Millsaps College. He serves on the NextGen Board of the CFA Society of Virginia. RiverFront Investment Group provides investment management services to individual investors, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm utilizes a Price Matters® valuation framework combined with tactical asset allocation and security selection across global fixed income and equities, offering solutions through model portfolios, separate accounts, and customized strategies.

Caroline Baronian is a CFA® charterholder with eight years of industry experience, currently serving as a financial advisor at Heritage Wealth Advisors since 2016. She works out of Richmond, VA, and is part of a 16-advisor team at her firm. Heritage Wealth Advisors serves high-net-worth individuals, families, trusts, business entities, nonprofits, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, tax preparation, and retirement-plan advisory. The firm combines personalized asset allocation with a variety of investment strategies and serves as investment manager and general partner to multiple private investment funds.

Daniel Rowe is a financial advisor at Heritage Wealth Advisors in Richmond, VA, holding Series 63 and Series 65 licenses with eight years of industry experience. Prior to joining Heritage Wealth Advisors in 2020, he worked at Cetera Investment Advisers LLC and Foresters Financial Services. Before entering the advisory field, he was employed at the University of Lynchburg for five years. Heritage Wealth Advisors provides investment advisory and consulting services to individuals, families, trusts and estates, business entities, non-profits, and retirement plans. The firm’s investment approach focuses on customized asset allocations tailored to clients’ time horizons, risk tolerance, and cash-flow needs, utilizing a range of investment vehicles and quarterly portfolio reviews conducted by an Investment Policy Committee.

Manuel Naputi is a financial advisor with MissionSquare Retirement, holding a Series 66 designation and 17 years of industry experience. His prior work includes roles at ICMA-RC Services, LLC and DST. Outside of his advisory career, he assists with a small family business that sells furniture, antiques, and vintage items. MissionSquare Retirement serves state and local government employers, employees, and certain nonprofits by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include managed accounts and fund advice developed in partnership with Morningstar Investment Management.

John Schlichting is a Series 65 licensed advisor at Wealthcare Capital Management LLC with seven years of industry experience. He previously worked at Lowe Brockenbrough & Company for three years before joining Wealthcare Capital Management in 2019. Wealthcare Capital Management LLC is a multi-team SEC-registered investment adviser managing approximately $3.93 billion for over 5,600 clients through 33 advisors. The firm offers comprehensive financial planning and discretionary portfolio management for individual and high-net-worth clients, and provides retirement plan advisory and investment strategist services to intermediaries, using a long-term, evidence-based investment approach combined with behavioral economics.

Adam Grossman is a CFA® charterholder with 13 years of industry experience and is currently an advisor at RiverFront Investment Group, LLC. He has been with RiverFront since 2015. Grossman serves as a board member of the Richmond Retirement System, where he helps set investment policy and approves portfolio managers. RiverFront 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, delivering portfolios through various model and custom solutions.

William Shepherd is a financial advisor at Choreo, LLC with six years of industry experience. He holds a Series 65 designation and previously worked at Cherry Bekaert Wealth Management LLC and the Federal Reserve Bank of New York. Choreo provides investment and advisory services to a diverse client base including individual investors, family offices, endowments, foundations, retirement plans, charitable organizations, and corporate clients. The firm’s approach emphasizes strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Robert Wilson is a Series 65-licensed financial advisor with Wealthcare Capital Management LLC in Richmond, VA, with 22 years of industry experience. He has been with Wealthcare Capital Management, formerly Financeware, Inc., since 1999. Wealthcare Capital Management LLC is a multi-team SEC-registered advisory firm managing approximately $3.03 billion for individuals, high-net-worth clients, trusts, retirement plans, foundations, and other entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan advisory, and access to alternative investments, using an evidence-based investment framework overseen by an Investment Policy Committee.

Matthew Daniel is a CFP® professional with 16 years of industry experience, currently serving as an advisor at Cary Street Partners since 2026. He previously worked at Stony Point Wealth Management, Inc. for 12 years. Outside of his advisory role, he is the CEO of Matthew Daniel, Inc., a business focused on accounting and expense management. Cary Street Partners serves a diverse client base, including individuals, corporations, trusts, retirement plans, and institutional clients. The firm offers a range of services such as portfolio management, financial planning, and access to proprietary investment strategies, employing both human oversight and AI tools in its investment process.

Brian Hyde is a financial advisor at Wealthcare Capital Management LLC with 11 years of industry experience. He holds Series 63, Series 66, and Series 65 designations. In addition to his advisory role since 2020, he is the owner of Performance Physical Therapy in Mechanicsville, VA, a business he has operated since 2009. Wealthcare Capital Management LLC is a multi-team SEC-registered investment adviser managing approximately $3.93 billion for over 5,600 clients through a team of 33 advisors. The firm offers comprehensive financial planning and discretionary portfolio management for individual and high-net-worth clients, utilizing a long-term, evidence-based investment approach supplemented by proprietary quantitative measures.

Charles Caravati is a CFA® charterholder with 32 years of industry experience, currently serving as an advisor at Brockenbrough since 1992. He holds Series 63 and Series 65 licenses. 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 offers customized portfolios combining traditional and non-traditional asset classes, employs proprietary and third-party strategies, and manages approximately $4.3 billion in client assets as of December 2024.

Matthew Shaia is a financial advisor at Brockenbrough in Richmond, VA, with 14 years of industry experience. He holds the Series 66 designation and has been with Lowe Brockenbrough & Company, Inc. and its successor firm since 2013. 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 assets and offers customized portfolios that combine traditional and non-traditional asset classes through proprietary strategies and third-party managers.

Samantha Link is a CFP® and holds a Series 66 license, with 11 years of experience in the financial industry. She has worked at Brockenbrough since 2020 and previously at BB&T Securities from 2015 to 2020. Brockenbrough serves high-net-worth individuals, trusts, foundations, endowments, and other institutional clients with discretionary and non-discretionary investment management and Outsourced Chief Investment Officer (OCIO) services. Founded in 1970, the firm manages approximately $4.3 billion in client assets and offers customized portfolios that blend traditional and non-traditional asset classes through proprietary strategies and third-party managers.