Maxwell Wallace is a financial advisor at Dover Advisors, LLC in Richmond, VA, holding a Series 65 designation with three years of industry experience. He previously worked for Atlantic Union Bank (formerly Middleburg Financial / Middleburg Trust) for 25 years before joining Dover Advisors. Dover Advisors serves individuals, high net worth clients, families, trusts, estates, and businesses with wealth management, investment management, and financial planning services. The firm employs a long-term, discretionary investment approach that incorporates ETFs, individual stocks and bonds, mutual funds, and alternative investments, utilizing both fundamental and technical analysis.

Peter Braden is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Godsey & Gibb Wealth Management since 2017. His credentials include Series 63 and Series 65 licenses. Prior to joining the firm, he was not employed in the financial sector for two years. Godsey & Gibb Wealth Management offers portfolio management, financial planning, tax preparation, and financial education to individuals, high-net-worth clients, and a variety of institutional clients including sovereign wealth funds. The firm integrates tax services and client education with investment management across multiple asset classes, managing approximately $1.4 billion for about 721 clients.

David Clark is a financial advisor at Nasdaq Dorsey Wright with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Dorsey Wright & Associates since 2014. Outside of his advisory role, he founded and helps manage Seven Sisters Brewery, a craft brewery in Wytheville, Virginia. Nasdaq Dorsey Wright serves individual and institutional clients with a rules-based, technical investment approach centered on Point & Figure charting and relative strength methodologies. The firm offers discretionary investment management, research and subscription services, and licensing to multiple ETF and product sponsors.

Damir Strmel is a financial advisor at Barrett Capital Management, LLC in Richmond, VA, holding a Series 65 designation with 17 years of industry experience. He has been with Barrett Capital Management since 2008. Barrett Capital Management provides fee-based investment advisory and portfolio management services primarily to individuals, including high-net-worth clients, as well as trusts, corporations, and charitable organizations. The firm uses a manager-of-managers approach with a proprietary Global AI™ quantitative methodology for asset allocation, emphasizing diversification and capital preservation.

Adam Smith is a CFP® with six years of industry experience, currently serving as a financial advisor at Covenant Wealth Advisors. He previously worked at Acorn Financial Advisory Services, Inc., Acorn Financial Services, and Glassman Wealth Services. Covenant Wealth Advisors provides fee-only financial planning and investment management to individuals, families, trusts, estates, endowments, and family businesses. The firm employs a Modern Portfolio Theory-based approach using primarily passively managed mutual funds and ETFs, supported by third-party portfolio implementation and management services.

Everett Gilliss is a CFP® with 23 years of industry experience and serves as an advisor at Canal Capital Management, LLC in Richmond, VA. He has held managing member roles in several affiliated entities, including Haxall Point Partners and Haxall Institutional Partners. He is also involved with 5th Street Holdings, LLC, a non-investment related entity that owns the Canal Capital building. Canal Capital Management, LLC provides discretionary portfolio management, financial planning, tax preparation, and business and real estate consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm emphasizes tailored investment advice delivered through an Investment Committee and offers access to private funds and complex strategies for eligible clients.

Eric Fitzgerald is a CFP®-certified financial advisor with 13 years of industry experience. He is currently with Alpha Omega Wealth Management, LLC, where he has worked since 2018. His prior experience includes roles at Tennessee Valley Asset Management Partners, LLC, and LPL Financial, LLC. Alpha Omega Wealth Management advises individuals, trusts, estates, charitable organizations, and retirement plan sponsors, serving both non-high-net-worth and high-net-worth clients. The firm employs a long-term investment approach incorporating fundamental analysis, derivatives and options strategies, and family-office style services alongside retirement plan consulting.

Daniel Merriman is a financial advisor at Carlson Financial with a Series 65 designation and one year of industry experience. Prior to joining Carlson Financial, he held roles in higher education and secondary school settings, including positions at James Madison University and various high schools. Carlson Financial is a retirement planning and wealth management firm serving individuals, trusts, small businesses, family offices, and institutional clients. The firm manages approximately $632 million in discretionary assets and employs a cash-flow–based financial planning process, using equities and exchange-traded funds to balance long-term growth and income.

Brant Jones is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Thompson Davis & Co., Inc., where he has worked since 2013. He holds the Series 66 designation and is based in Richmond, VA. Thompson Davis Asset Management provides discretionary investment management and financial planning to a diverse client base including individuals, corporations, trusts, estates, charitable organizations, and retirement plans. The firm employs an active, bottom-up, all-cap growth and tactical trading strategy utilizing a proprietary screening method called “The Great 8,” and offers AI-supported model portfolios alongside customized financial planning services.

Timothy Call is a CFA® charterholder and holds a Series 65 license with 27 years of industry experience. He has been with The Capital Management Corporation since 2006, contributing 20 years to the firm. The Capital Management Corporation provides discretionary investment management for individuals, families, foundations, endowments, retirement plans, and corporations. The firm emphasizes fundamental research and tailors portfolio management to client objectives without using hedge funds or private equity.

Armistead Young V is a financial advisor at Blue Edge Capital, LLC with six years of industry experience. He holds a Series 65 designation and has previously worked at Cary Street Partners Investment Advisory LLC, Dixon, Hubard, Feinour & Brown, Inc., Old Dominion Capital Management, and Highland Associates. Blue Edge Capital provides discretionary investment management to individuals, family offices, trusts, retirement plans, corporations, and nonprofits. The firm utilizes globally diversified, ETF-driven portfolios based on a modified endowment model that incorporates strategic asset allocation alongside macroeconomic, quantitative, and technical inputs.

Elizabeth Mosier is a financial advisor at Hermitage Wealth with five years of industry experience. She holds a Series 66 designation and has worked in wealth management roles since 2017, including positions at Osaic Wealth, Inc. She also serves as a plan service specialist assisting registered representatives within Hermitage Wealth. Hermitage Wealth provides financial planning, investment management, and retirement plan consulting to institutional and individual clients. The firm manages over $37 million across nearly 200 client relationships, often using third-party money managers and focusing on non-discretionary and retirement plan consulting services.

Jesse Ellington III is a financial advisor at Dover Advisors, LLC in Richmond, VA, holding a Series 65 designation with nine years of industry experience. Prior to joining Dover Advisors in 2022, he worked at LTB Wealth, LLC and Atlantic Union Bank. Dover Advisors serves individuals, high net worth clients, families, trusts, estates, and businesses with wealth management, investment management, and financial planning services. The firm employs a generally long-term, discretionary investment approach and uses a mix of ETFs, stocks, bonds, mutual funds, alternative investments, and independent managers when appropriate.

Devin Garofalo is a financial advisor with Colonial River Wealth Management LLC in Midlothian, VA, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He has worked with Colonial River Investments, LPL Financial, Osaic FA, Inc., and Stratos Wealth Partners, among others. Outside of his advisory role, he is involved in tax preparation and accounting services through Colonial River Financial Services, LLC, and owns MauiBelle, LLC. Colonial River Wealth Management provides wealth management, investment management, and financial planning services to individuals, high-net-worth clients, families, trusts, estates, and charitable organizations. The firm manages approximately $464 million in discretionary assets and utilizes proprietary quantitative tools alongside a mix of individual securities, mutual funds, ETFs, and alternatives to construct portfolios.

William Noftsinger is a financial advisor at Alpha Omega Wealth Management, LLC with 44 years of industry experience. He has been with Alpha Omega Investment Advisors since 2019 and previously worked at Davenport & Company LLC for 32 years. He holds the Series 63 and Series 65 designations. Alpha Omega Wealth Management serves individuals, high-net-worth families, trusts, estates, business entities, and charitable organizations, offering portfolio management, financial planning, retirement plan consulting, and family office services. The firm employs a tailored asset allocation approach, fundamental analysis, and incorporates option strategies and private fund investments within client portfolios.

Rosana Nguyen is a CFP® with two years of industry experience, currently serving as an advisor at Covenant Wealth Advisors in Richmond, VA. Prior to joining Covenant Wealth Advisors, she worked in various roles at Philip Morris USA and Altria Client Services LLC. Covenant Wealth Advisors provides personal financial planning and investment management to individuals, families, trusts, estates, charitable organizations, and business entities. The firm uses a Modern Portfolio Theory-based investment approach focused on long-term asset allocation with passively managed mutual funds and ETFs, offering both comprehensive and modular planning services.

Craig Heah is a financial advisor with The Main Street Group, holding a Series 65 designation and four years of industry experience. He has worked at The Main Street Group since 2021 and concurrently holds a project management role at Dominion Energy, where he oversees license renewal applications for nuclear power stations. He also serves as a board member for Comfort Zone Camp, participating in general duties and the finance committee. The Main Street Group provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm offers discretionary portfolio management, retirement plan consulting, and utilizes a mix of fundamental, technical, and cyclical analysis to create customized, diversified portfolios with a primarily long-term focus.

Christopher Singleton is a CFA® charterholder and holds a Series 65 license, with 26 years of industry experience. He has been with Kanawha Capital Management, LLC since 2004. Kanawha Capital Management provides discretionary and non-discretionary investment management primarily for individual clients, high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm combines fundamental, technical, cyclical, and chart-based analysis, employing long- and short-term strategies across multiple asset classes.

Nelson Reveley is a financial advisor with Alpha Omega Wealth Management, LLC in Richmond, VA, holding a Series 65 designation and five years of industry experience. Prior to his current role, he worked at Alpha Omega Investment Advisors and has held positions in education and nonprofit organizations. He serves as an adjunct assistant professor of theological ethics at Union Presbyterian Seminary and is a board member of the nonprofit Urban Hope. Alpha Omega Wealth Management advises individuals, trusts, estates, charitable organizations, and retirement plan sponsors, providing a range of services including investment management, financial planning, and family-office style support. The firm employs fundamental analysis and long-term strategies, incorporating options and derivatives within portfolios, and manages just over $1 billion in client assets.

Kristin Lindsay is a CFP® and Series 65-licensed financial advisor at Verus Financial Partners with five years of industry experience. She has worked at Verus Financial Partners and its predecessor since 2019. Prior to her advisory career, she was employed at Virginia Tech for five years. Verus Financial Partners serves primarily individuals and families, including high-net-worth clients, offering discretionary investment management along with optional financial and tax planning services. The firm uses a fundamental analysis approach with a focus on mutual funds and ETFs, incorporating distinctive strategies such as active cash management and regular use of Dimensional Fund Advisors (DFA) funds.