Earl Stewart Jr. is a financial advisor with StoneX Advisors Inc. in Richmond, VA, holding Series 63 and Series 66 designations and bringing 40 years of industry experience. His career includes roles at StoneX Securities Inc., International Advisory Consultants Inc., Anderson & Strudwick, Incorporated, and Wells Fargo Clearing. Outside of advisory work, he is a member of BCES, LLC, an entity involved in managing office space and expenses. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing discretionary and non-discretionary portfolio management, financial planning, and ERISA plan consulting among other services. The firm uses a range of investment strategies including advisor-managed portfolios and third-party money managers, supported by platforms such as Envestnet and Advyzon, and operates as part of the larger StoneX Group.

Kent Engelke is a financial advisor with Capitol Securities Management, Inc. in Glen Allen, VA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Capitol Securities since 2008. Outside of his advisory role, he is a managing partner of KKD LLC, a single-purpose real estate rental business. Capitol Securities Management serves individuals, corporate and charitable clients, trustees, and plan sponsors, providing brokerage and investment advisory services alongside financial planning, pension consulting, insurance products, and educational seminars. The firm manages assets through a variety of account types and investment vehicles, delivering advice via a network of representatives who develop client-specific investment policies.

Ryan Hissey is a financial advisor at The London Company of Virginia with five years of industry experience. He holds a Series 65 credential and has worked at Southwind Capital and Davenport and Company prior to joining The London Company of Virginia in 2019. Before his financial career, he was employed by the Toronto Blue Jays Baseball organization from 2015 to 2019. The London Company of Virginia is an independently owned, SEC-registered investment adviser managing approximately $16.0 billion in discretionary assets for individuals, institutions, and other clients. The firm uses a conservative, bottom-up equity approach focused on downside protection and offers multiple concentrated and international equity strategies.

David Shenton is a financial advisor with Capitol Securities Management, Inc. in Glen Allen, VA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Capitol Securities since 2007 and previously at Anderson & Strudwick, Incorporated and A&S Capital Advisors, Inc. Shenton is a passive investor in Two Sons Imports, a tequila importer and distributor, where he receives occasional status updates. Capitol Securities Management serves individual investors, institutional and corporate clients, retirement plans, trusts, and small businesses, offering portfolio management, financial planning, and consulting services. The firm operates as both a broker-dealer and registered investment adviser, delivering investment advice through various managed programs and maintaining a primary clearing relationship with Raymond James.

John Coulter is a Series 66 licensed advisor at Capitol Securities Management, Inc. with eight years of industry experience. He has been with Capitol Securities Management since 2016 and has prior work experience at Red Robin. Capitol Securities Management serves individuals, including high-net-worth clients, corporate and charitable organizations, trustees, and plan sponsors by offering brokerage and investment advisory services along with financial planning, pension consulting, insurance products, and educational seminars. The firm manages assets through separately managed accounts, wrap fee programs, third-party money managers, and model portfolios.

Thomas Huddleston Jr. is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company since 2019, following prior roles at LPL Financial LLC and Middleburg Bank. Outside of his advisory work, he is also active as an insurance agent specializing in life, health, and annuity products and is involved with Fresnel Financial Services, LLC. Mutual of Omaha Investor Services, Inc. serves individuals, corporations, and qualified retirement plans by offering financial planning, managed account programs, and retirement plan consulting. The firm utilizes a platform relationship with Envestnet and custodial services from Pershing, delivering managed solutions that include both firm-managed and third-party model portfolios.

Reginald Pickral is a financial advisor at Pinnacle Associates, Ltd. in Richmond, VA, holding Series 65 and Series 66 qualifications with 19 years of industry experience. His prior roles include positions at Investment Management of Virginia, Stephens, and Davenport & Company LLC. Pinnacle Associates provides discretionary investment management and financial planning services to a diverse client base including individuals, families, trusts, corporations, and charitable organizations. The firm focuses on fundamental, bottom-up equity analysis and offers various equity-oriented strategies, model portfolios, and unified managed account platforms.

Austin Brockenbrough IV is a CFA® charterholder with 24 years of industry experience, currently serving at Brockenbrough in Richmond, VA. He has been with Lowe, Brockenbrough & Company, Inc. since 1998. Outside of financial advising, he is chairman of the board for Green Top Sporting Goods and a partner in Truth Reels, LLC, a fishing reel manufacturer. Brockenbrough provides discretionary and non-discretionary investment management and Outsourced Chief Investment Officer (OCIO) services to high-net-worth individuals, trusts, foundations, endowments, and institutional clients. The firm manages customized portfolios using both proprietary strategies and third-party managers, and it sponsors multiple affiliated pooled investment vehicles including the Jamestown Equity Fund.

Stephen Owen is a CFA® charterholder with 21 years of industry experience. He has worked at The London Company of Virginia since 2020 and previously spent 13 years at Touchstone Securities, Inc. and IFS Financial Services, Inc. in Richmond, VA. The London Company of Virginia is an independently owned, SEC-registered investment adviser managing approximately $16.0 billion in discretionary assets. The firm provides equity portfolio management to individuals, high net worth clients, pension plans, foundations, charitable organizations, and institutional investors, employing a conservative, bottom-up equity process focused on downside protection.

Daniel Morozov is a financial advisor with Mutual of Omaha Investor Services, Inc., holding a Series 66 designation and one year of industry experience. Prior to his current role, he worked at Mutual of Omaha Insurance Company and has experience in law and physical therapy fields. He is also licensed as an insurance agent, specializing in life, health, and annuities. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans through various managed account programs and financial planning services. The firm operates within the Mutual of Omaha group, offering investment solutions alongside broker-dealer and insurance activities.

Virginia Pillow is a financial advisor with Mutual Of Omaha Investor Services, Inc., holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 13 years of industry experience, all with Mutual Of Omaha and its affiliated investor services. In addition to her advisory role, she is also licensed as an insurance agent specializing in life, health, dental, and annuities. Mutual Of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through a platform relationship with Envestnet and operates alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Rocco Ranieri is a CFA® charterholder with 29 years of industry experience. He is currently an advisor at The London Company of Virginia, where he has worked since 2020. Prior to that, he spent 17 years at Harbor Capital Advisors, Inc. and Harbor Funds Distributors, Inc. The London Company of Virginia is an independently owned, SEC-registered investment adviser managing approximately $16.0 billion in discretionary assets for individuals, high net worth clients, pension plans, foundations, charitable organizations, and other institutional investors. The firm employs a conservative, bottom-up equity approach focused on downside protection and offers multiple concentrated strategies with risk controls.

Tyler Clay is a financial advisor at Mutual of Omaha Investor Services, Inc. with nine years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to his current role since 2018, Tyler worked at Wells Fargo Clearing Services, LLC and Wells Fargo Bank NA. Outside of advising, he serves as COO and is a 50% owner of Triple C Ranch, a family business involved in buying and selling cattle. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement consulting. The firm utilizes a platform relationship with Envestnet and acts as an intermediary between clients and third-party money managers.

Max Gawlik is a financial advisor at The London Company of Virginia with one year of industry experience. He holds a Series 65 designation and has previous work experience outside of finance, including roles at Nike and The Pennsylvania State University. The London Company of Virginia provides discretionary portfolio management services to individual and institutional clients, managing approximately $14.9 billion in assets. The firm employs a conservative, long-term, bottom-up equity approach focused on cash return on tangible capital, free cash flow, and downside protection.

Tyler Vitale is a financial advisor at Cary Street Partners with two years of industry experience and holds a Series 66 designation. Prior to joining Cary Street Partners, he has held roles at several firms, including Hunter Engineering, Grafana Labs, and Symmetry Financial Group. Outside of his advisory work, he serves as a social media manager for MCE LLC, where he manages lead databases and social media accounts unrelated to investment activities. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to a diverse client base that includes individuals, retirement plans, trusts, corporations, and institutional clients. The firm offers a broad range of investment options and proprietary strategies, with specialized services for institutional clients such as state and municipal government entities and insurance companies.

Michael Smith is a CFP® professional with 29 years of experience in the financial advisory industry. He currently works at RFG Advisory, LLC and has prior experience at Kestra Financial Services, Inc. and Capstone Financial Partners. Smith is also licensed as an insurance agent through Ash Brokerage Insurance Solutions. RFG Advisory provides investment advisory and planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to alternative investments, leveraging a range of model strategies and third-party platforms.

Timothy Mccoy Jr. is a financial advisor at The London Company of Virginia with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with the firm since 2011. The London Company of Virginia is an independently owned, SEC-registered investment adviser managing approximately $16.0 billion in discretionary assets. The firm serves individuals, high net worth clients, pension plans, foundations, charitable organizations, and other institutional investors, employing a conservative, bottom-up equity process focused on downside protection and risk management.

Caleb Vaughan is a CFP®-certified financial advisor at RFG Advisory, LLC with 12 years of industry experience. He previously worked at Kestra Advisory, Kestra Investment Services, Concourse Financial Group, and DMJ Wealth Advisors. Vaughan is also an insurance agent with Ash Brokerage Insurance Solutions, providing variable and health insurance advice. RFG Advisory serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients such as state and municipal entities. The firm primarily offers discretionary portfolio management using model strategies, third-party platforms, and acts as a sub-adviser to Bluemonte ETFs, providing access to alternative investments and retirement technology.

John Hopper is a financial advisor at Oppenheimer with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Cambridge Investment Research, First Horizon Advisors, and Wells Fargo Clearing. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of advisory and consulting services across equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary management.

Andrew Castellano is a financial advisor at Truist Advisory Services with 29 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Truist Investment Services since 2000 and Truist Advisory Services since 2016. Castellano serves as a trustee for Norfolk Collegiate School, participating in governance decisions for the private school. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary approaches, uses third-party platforms for manager selection and due diligence, and emphasizes inter-affiliate integration across its services.