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.

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.

Mark Fonville is a CFP® and holds a Series 66 license, with 23 years of experience in the financial services industry. He has worked at Fonville Wealth Management, LLC since 2018 and previously spent 11 years at Lwi Financial Inc. and Loring Ward Securities Inc. He is based in Richmond, VA and is part of a nine-advisor team at Covenant Wealth Advisors. Covenant Wealth Advisors provides fee-only financial planning and investment management to individuals, families, trusts, estates, endowments, and family businesses. The firm uses a Modern Portfolio Theory-based approach, primarily implementing asset allocation with passive mutual funds and ETFs, and offers both discretionary and non-discretionary client arrangements.

Missael Macedo is a financial advisor at Nasdaq Dorsey Wright with a Series 65 credential and one year of industry experience. He previously worked at Dorsey Wright & Associates, First Pacific Advisors, and Western Asset Management. Nasdaq Dorsey Wright serves individual investors and institutional clients with a rules-based, technical investment approach focused on Point & Figure charting and relative strength methodologies. The firm offers discretionary investment management, research, subscription services, and licensing to product sponsors.

Heather Voight is a financial advisor at SIMA Wealth Partners, LLC with nine years of industry experience. She holds a Series 65 credential and previously worked at SunTrust Advisory Services and SunTrust Bank for five years. She is based in Richmond, VA. SIMA Wealth Partners serves individual investors, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm provides discretionary portfolio management, financial planning, and access to private-market opportunities, employing a multi-affiliate structure and a governance framework to manage affiliated services and conflicts of interest.

Jacob Salomon is a CFP® professional with nine years of industry experience currently serving as a financial advisor at Salomon and Ludwin in Richmond, VA. He has held roles at OSAIC, Triad Advisors, and Wells Fargo Clearing Services, LLC. Outside of his advisory work, Salomon is a co-trustee of an irrevocable life insurance trust and owns an LLC that holds raw land; he also works with an insurance distribution firm to develop new insurance products. Salomon and Ludwin advises individuals, high-net-worth households, families, trusts, estates, foundations, small businesses, and retirement plans, providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs an active management approach utilizing low-cost, tax-efficient ETFs, mutual funds, and individual securities combined with fundamental and technical analysis and a proprietary timing strategy.

Robert Deangelo is a financial advisor at Nasdaq Dorsey Wright with 17 years of industry experience. He holds a Series 66 designation and has been with Dorsey Wright since 2016. Outside of his advisory role, he owns Makes Sense Clothing, a business specializing in screen-printed shirts, and is involved in personal and group training. Nasdaq Dorsey Wright serves individual and institutional clients, offering discretionary investment management alongside research, consulting, and licensing services. The firm employs a rules-based, technical investment approach focused on Point & Figure charting and relative strength methodologies.

James Abbe IV is a CFP® credentialed advisor with four years of industry experience, currently serving at Dover Advisors, LLC. Prior to joining Dover Advisors in 2022, he spent 23 years at Tredegar Trust Company, Middleburg Trust Company, and Atlantic Union. Dover Advisors serves individuals, high net worth clients, families, trusts, estates, and businesses with wealth management, investment management, and financial planning. The firm employs a generally long-term and discretionary investment approach, utilizing a range of vehicles including ETFs, individual stocks and bonds, mutual funds, and alternative investments, complemented by regular account monitoring and periodic rebalancing.

Catherine Hunt is a financial advisor at Juno Financial Group LLC with one year of industry experience. She holds the Series 66 designation and has prior experience with Cetera Investment Advisers, Cetera Wealth Services, Virginia Asset Management, and CETERA Advisor Networks. Outside of her advisory work, she has been involved with the Richmond YMCA since 2022. Juno Financial Group LLC provides financial planning and investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, trusts, estates, non-profits, and foundations. The firm employs a team-based approach utilizing tailored asset allocations through model portfolios, separately managed accounts, and third-party managers.

John Clair is a CFP® and holds a Series 65 license with 18 years of experience in the financial industry. He has been with Evolution Advisers since 2016. EvoAdvisors serves individuals, business owners, trusts, employer retirement plans, and charitable organizations, providing ongoing financial planning and portfolio management along with a Qualified Retirement Plan Program. The firm uses a fee-only, fiduciary approach with evidence-based investment strategies, emphasizing strategic asset allocation, diversification, and use of no-load mutual funds and ETFs.

Claire Craighill is a Certified Financial Planner® with 20 years of experience in the industry. She is currently with WealthCrossing, a team-based firm in Richmond, VA, and has been with SBK Financial, Inc. since 2007. WealthCrossing provides customized investment management primarily for high-net-worth individuals and related trusts, estates, and retirement plans, utilizing a strategic, diversified asset allocation approach with an emphasis on low turnover and disciplined rebalancing. The firm also incorporates independent due diligence and may recommend private investment funds and specialized tax-credit investments for accredited investors.

Benjamin Jones is a financial advisor at Dorsey, Wright & Associates, LLC with 13 years of industry experience. He holds the Series 65 designation and has been with Dorsey Wright since 2009. Dorsey, Wright & Associates provides discretionary investment management to individual investors and offers research, model licensing, and advisory services to institutional and professional clients. The firm’s investment approach is based on technical analysis, utilizing Point & Figure charting and relative strength methods across multiple asset classes through rules-based products.

Sloan Chittenden is a CFP® with four years of industry experience, currently serving as a financial advisor at Verus Financial Partners since 2021. Prior to joining Verus, Sloan worked with the YMCA of Greater Richmond and Virginia Commonwealth University. Verus Financial Partners provides discretionary investment management, financial planning, and tax planning and preparation services primarily to individuals and families, including high-net-worth clients. The firm uses fundamental analysis and a mix of long- and short-term strategies to allocate assets mainly among mutual funds and ETFs, and offers integrated tax-efficient rebalancing and trustee services in certain cases.

Mary Gordon Seay is a financial advisor with Campbell Deegan Financial in Richmond, VA. She holds Series 65 and Series 66 designations and has 11 years of industry experience. Her prior work includes four years at Merrill before joining Campbell Deegan Financial and Purshe Kaplan Sterling Investments, where she has worked for nine years. Campbell Deegan Financial offers comprehensive wealth management and financial planning services to individuals, families, business entities, and retirement plans. The firm manages approximately $745 million in assets across 766 client relationships, employing an investment approach focused on fundamental analysis and diversified portfolios tailored to client-specific allocation strategies.

Anthony Castaldi is a financial advisor at Covenant Wealth Advisors in Richmond, VA, holding a Series 65 designation with three years of industry experience. His prior experience includes roles at Advisor Partners II, LLC and Acorn Financial Advisory Services. Covenant Wealth Advisors provides personal financial planning and investment management services to individuals, families, trusts, estates, charitable organizations, and business entities. The firm employs a long-term asset allocation strategy grounded in Modern Portfolio Theory, primarily using passively managed mutual funds and ETFs, and offers both comprehensive and modular planning solutions.

Sara Marshall is a financial advisor at Nasdaq Dorsey Wright with 11 years of industry experience. She holds Series 65 and Series 63 credentials and has been with Nasdaq, Inc. since 2013. Outside of her advisory role, she operates a Poshmark and eBay account focused on buying and selling personal items. Nasdaq Dorsey Wright serves individual investors, institutional clients, and financial professionals with a rules-based, technical investment approach centered on Point & Figure charting and relative strength methodologies. The firm offers discretionary investment management alongside research, subscription services, consulting, and licensing to various investment companies and product sponsors.

Tracy Leeper is a Series 65-licensed financial advisor with nine years of industry experience. She has been with The Capital Management Corporation since 2010. The Capital Management Corporation is a privately owned investment management firm serving individuals, families, foundations, endowments, retirement plans, and corporations. The firm uses fundamental research through an Investment Policy Group to tailor discretionary portfolios aligned with client objectives and risk guidelines, and it also licenses model portfolios to third-party sponsors.

Patricia Soileau is a financial advisor with Acima Private Wealth LLC in Richmond, VA, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has previously worked at Kinloch Capital, LLC and UBS Financial Services. Acima Private Wealth LLC advises high-net-worth individuals, families, trusts, and small businesses through discretionary and non-discretionary portfolio management, financial planning, and family wealth services. The firm uses a customized, tax- and fee-sensitive approach incorporating multiple investment strategies and manages approximately $420 million across a focused client base.