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 Newport News, VA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked with Colonial River Investments, LPL Financial, Colonial River Financial Services, and Lincoln Financial Advisors. Outside of his advisory role, he is involved in tax preparation and owns a business entity for tax and investment purposes. Colonial River Wealth Management provides investment advisory and wealth management services to individuals, high-net-worth clients, families, trusts, estates, and businesses. The firm customizes portfolios using stocks, bonds, mutual funds, ETFs, and alternative partnerships, employing algorithm-driven tactical and target-volatility strategies alongside its Premier Solutions program.

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.

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 in Richmond, VA, holding a Series 65 designation with nine years of industry experience. She previously worked at SunTrust Advisory Services LLC and the Trust Company of Virginia. 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, broad financial planning, access to private-market opportunities, and employs a multi-affiliate structure that includes affiliated investment advisers and related business units.

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.