Julie Manning is a financial advisor with Prosperity Capital Advisors in Powhatan, VA, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. She previously worked at Global Financial Private Capital, LLC and Financial Dynamics and Associates. Outside of advisory work, she serves as an instructor for the Virginia chapter of the American Financial Education Alliance, conducting seminars on financial literacy, and holds leadership roles as Co-Chair of the Brookland Manor Home Owners Association and Special Events Coordinator for the Powhatan Rotary Club. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base including individuals, businesses, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach utilizing mutual funds, ETFs, SMAs, and alternative solutions, and offers institutional, sub-advisory, and fiduciary services.

Sheri Nickolas is a Series 65-licensed financial advisor with three years of industry experience. She is currently with Choreo, LLC and previously worked at Cherry Bekaert Wealth Management, LLC and The London Company of Virginia, LLC. Choreo, LLC serves a diverse client base including individual and high-net-worth investors, family offices, corporate and retirement plan sponsors, endowments, and other institutional clients. The firm’s investment approach combines strategic asset allocation using recognized indexes with quantitative screening and investment committee approval to select managers and model portfolios, offering a range of services from portfolio management to outsourced CIO and specialized advisory services.

Barbour Farinholt is a financial advisor at RiverFront Investment Group, LLC with 34 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at RiverFront since 2016, previously serving at Alps Distributors, Inc. Farinholt is a partner in Nuttall Store LLC, a non-investment-related country store, and serves on the board of ETF Action, providing strategic and financial advice. RiverFront Investment Group offers investment management services to individual investors, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm utilizes its Price Matters® valuation framework combined with tactical asset allocation and risk management, delivering customized portfolios primarily through SMAs, UMAs, and model delivery platforms.

Thomas Robertson is a financial advisor at CG Advisory Services with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Valic Investment Services Company for 23 years. Robertson is also involved in insurance sales across various states and carriers. CG Advisory Services manages approximately $4.02 billion for a diverse client base, including individuals, pension plans, charitable organizations, and corporate clients. The firm provides discretionary portfolio management, financial planning, retirement services, and consulting through proprietary model portfolios and customized account structures.

Margaret Hubert is a financial advisor at Cary Street Partners with three years of industry experience. She holds Series 63 and Series 66 designations and previously worked at J.P. Morgan Securities LLC. Outside of her advisory roles, she has been involved with organizations such as the Nova Elite Field Hockey Club. Cary Street Partners offers discretionary and non-discretionary investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, trusts, corporations, and institutional clients. The firm employs a broad investment menu and proprietary strategies while serving unique institutional niches such as state and municipal government entities and insurance companies.

Kimberly Nichols is a financial advisor at Wealthcare Capital Management LLC with 10 years of industry experience. She holds a Series 66 designation and has worked at firms including LPL Financial and Securities America Advisors. Nichols also provides administrative support to Wealthcare Advisory Partners, an independent investment advisor firm. Wealthcare Capital Management LLC is a multi-team advisor managing approximately $3.03 billion for individual and high-net-worth clients, trusts, retirement plans, foundations, and other entities. The firm offers a range of portfolio management and advisory services, utilizing model portfolios supplemented by alternative investments and independent managers, with investment decisions guided by an evidence-based framework and an Investment Policy Committee.

Stephanie Sears is a financial advisor at Cary Street Partners with 22 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments and Equitable Advisors. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, trusts, corporations, and institutional clients. The firm offers a broad range of investment options and proprietary strategies, serving specialized institutional niches such as state and municipal government entities and insurance companies.

Samuel Williams is a financial advisor at Forum Financial Management, LP with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Ohio National Financial Services and Northwestern Mutual. Outside of his advisory role, he serves on the Board of Trustees for Trinity Episcopal School in Richmond, VA. Forum Financial Management, LP provides fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients. The firm also acts as a sub-advisor and turnkey asset management platform for independent RIAs, managing portfolios primarily using DFA institutional mutual funds and ETFs within a Modern Portfolio Theory framework.

Nathaniel Robinson is a CFP® with nine years of industry experience, currently with CW Advisors, LLC. He previously worked at Campbell Wealth Management, Inc. and CG Advisory Services. His background also includes a two-year period with the Colorado Springs Switchbacks. CW Advisors, LLC is a multi-team advisory firm offering investment management, comprehensive wealth planning, and family office services to a diverse clientele, including high-net-worth individuals, trusts, estates, and business entities. The firm utilizes a Core-and-Satellite investment approach with a mix of active, passive, quantitative, and ESG strategies, supported by an Investment Oversight Committee and integration within the larger Osaic corporate group.

Adam Morgan is a financial advisor with Private Client Services, LLC in Richmond, VA, holding Series 63 and Series 65 licenses and having 13 years of industry experience. His prior roles include positions at WealthHyve Advisors, South State Bank, LPL Financial, and MassMutual. He is also president and owner of WealthHyve Advisors, LLC. Private Client Services is an independent SEC-registered investment adviser serving individuals, families, trusts, pension sponsors, corporations, and charitable organizations. The firm uses a discovery-driven process focused on risk profiling and tailored platform selection, offering a mix of advisory and brokerage services with multiple implementation options.

Jeffrey Meck is a financial professional at RiverFront Investment Group, LLC with a Series 66 designation and approximately one year of industry experience. His prior work includes roles at Cetera and North Star Resource Group. Meck has experience providing financial services at North Star Resource Group. RiverFront Investment Group delivers investment management services to individual investors, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm uses a valuation framework combined with tactical asset allocation and global security selection to manage portfolios through customized solutions and model delivery platforms.

Kathryn James is a financial advisor at Prospera Financial Services, Inc. with three years of industry experience. She holds a Series 66 designation and previously worked at Statusphere, Lamar Advertising, and The Scout Guide Magazine. Kathryn is involved with Jamestowne Investments, where she assists with marketing, social media planning, and website updates. Prospera Financial Services is a multi-team advisory 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 and platforms.

William Ryder is a CFA® charterholder with 33 years of industry experience. He has worked at RiverFront Investment Group, LLC since 2016, and previously held roles at Alps Distributors, Inc. and Wells Fargo Clearing. He is based in Richmond, VA. RiverFront Investment Group provides investment management services to individual investors, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a valuation-driven investment approach combined with tactical asset allocation and risk management, offering tailored portfolio solutions through multiple delivery platforms.

Ronald Bell Jr. is a financial advisor at Cornerstone Wealth Management, LLC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Cornerstone Wealth Management and LPL Financial since 2013. Cornerstone Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm uses a multi-brand operating model supported by LPL platform programs and technology to deliver tailored investment advice and asset management services.

Taylor Bryan is a CFA® charterholder with eight years of industry experience, currently serving as an Associate Portfolio Manager at RiverFront Investment Group, LLC. He has been with RiverFront in various roles since 2017 and previously worked with ALPS Distributors. Bryan is also a board member of the CFA Society of Virginia Leadership Advisory Council. RiverFront Investment Group provides investment management services to individual investors, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm combines its Price Matters® valuation framework with tactical asset allocation and security selection across global fixed income and equities, implementing strategies through multiple platforms including SMAs, UMAs, and model delivery systems.

Peter Quinn Jr. is a financial advisor at RiverFront Investment Group, LLC with 40 years of industry experience. He has held roles at RiverFront since 2016 and previously worked at Alps Distributors, Inc. and Davenport & Company LLC. Outside of his advisory work, he serves on the board of the Virginia Institute of Marine Science Foundation. 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 global security selection, offering portfolios through wrap-fee programs and custom solutions.

Christopher Konstantinos is a CFA® charterholder with 22 years of industry experience, currently serving as Chief Investment Strategist and Managing Partner at RiverFront Investment Group, LLC. His career includes extensive tenure at RiverFront and Alps Distributors, Inc., with additional experience at Wells Fargo Clearing. Outside of his advisory role, he serves as Treasurer for the Children’s Home Society of Virginia, advising on investments, and consults on vintage car acquisition. RiverFront Investment Group 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 customized solutions.

Charles Hill Jr. is a CFP® professional with 13 years of industry experience, currently serving at Heritage Wealth Advisors in Richmond, VA. He has been with Heritage Wealth Advisors since 2005. Heritage Wealth Advisors provides investment advisory and consulting services to individuals, families, trusts, business entities, non-profits, and retirement plans. The firm’s investment approach involves customized asset allocations tailored to client needs and includes management of private funds through affiliated entities.

Jason Ardito is a financial advisor with Cary Street Partners in Richmond, VA, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. He has been with Cary Street Partners since 2011, previously working at First Horizon Advisors. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, trusts, corporations, and institutional clients. The firm offers a broad investment menu and proprietary strategies, with a focus that includes serving state and municipal government entities and insurance company clients.

Calvin Hyde is a financial advisor at Jefferies Investment Advisers LLC with two years of industry experience. He holds Series 63 and Series 66 licenses. Outside of his advisory role, Hyde volunteers managing finances and accounting for Seal Potter LLC, a company that sells nutrition and supplement products on eCommerce platforms. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm employs a customized, collaborative planning process and uses third-party software to support probability-based financial planning outcomes.