Jeremy Woltz is a financial advisor with The Main Street Group in Glen Allen, VA, holding a Series 65 credential and one year of industry experience. Prior to joining The Main Street Group, he worked with Needle's Eye Ministries and West End Assembly of God. Outside of his advisory role, he is involved as a landlord managing real estate rental properties. The Main Street Group is an eight-advisor team providing investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm offers customized, diversified portfolios using low-cost mutual funds, ETFs, and other securities, and incorporates systematic features such as rebalancing and tax-loss harvesting through the Schwab platform.

Aidan Banner is a financial advisor at Covenant Wealth Advisors in Richmond, VA, holding a Series 65 designation with one year of industry experience. He previously worked at Boyd Watterson Asset Management and has experience in the restaurant industry. 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, with portfolio implementation and management supported by a third-party platform.

David Staples is a CFP® and holds a Series 66 license with 17 years of industry experience. He has worked at Salomon and Ludwin since 2018 and previously spent eight years at Wells Fargo Advisors Financial Network. Salomon and Ludwin advises individuals, families, trusts, estates, foundations, small businesses, and retirement plans, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses a flexible, actively managed approach that incorporates low-cost, tax-efficient ETFs, mutual funds, individual securities, fundamental and technical analysis, and a proprietary TriggerPoint™ timing strategy.

Diane Sobin is a CFA® charterholder with seven years of industry experience, currently serving at Cary Street Partners Asset Management. Her prior roles include positions at Tradition Asset Management and Columbia Threadneedle. She is also co-founder and CFO of Live Solutions, LLC, a startup developing a dating application. Cary Street Partners Asset Management provides discretionary asset management and sub-advisory services to a broad client base, including individual, high-net-worth, and institutional clients. The firm employs a combination of quantitative and qualitative investment approaches and manages a proprietary actively managed ETF as well as wrap fee and model programs.

Andrew Blain is a financial advisor at Campbell Deegan Financial in Richmond, VA, holding a Series 66 designation with eight years of industry experience. He has worked at Campbell Deegan Financial since 2021 and previously at Bank of America and Merrill Lynch. Campbell Deegan provides comprehensive wealth management and financial planning services to individuals, families, business entities, and retirement plans. The firm manages approximately $745 million in assets across about 766 client relationships, employing a diverse investment approach that includes fundamental analysis and client-specific allocations across various asset classes.

Jennifer Betz is a financial advisor with SIMA Wealth Partners, LLC in Richmond, VA, holding Series 63 and Series 66 credentials and 13 years of industry experience. She has worked with multiple affiliated SIMA entities since 2012. Outside of advising, she supports SIMA Financial Group by assisting with tax return preparation, projections, year-end planning, bookkeeping, and marketing. SIMA Wealth Partners serves individual investors—including high-net-worth clients—as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management, comprehensive financial planning, and access to private-market opportunities, employing a multi-affiliate structure that includes affiliated accounting and other services.

Cole Shugart is a financial advisor at Godsey & Gibb Wealth Management in Richmond, VA, holding Series 65 and Series 63 licenses with one year of industry experience. His prior roles include a position at Equitable Advisors, LLC and various engagements outside finance, including work with Agee's Bicycles and New Mexico State University. Godsey & Gibb Wealth Management serves individual and institutional clients with a range of services including discretionary and non-discretionary portfolio management, financial planning, and in-house tax preparation by licensed CPAs. The firm utilizes both fundamental and technical analysis across multiple asset classes and offers educational content through newsletters and webinars.

Robert Showalter is a financial advisor with The Main Street Group in Glen Allen, VA, holding a Series 66 designation and 12 years of industry experience. He has been with The Main Street Group since 2015 and previously worked at LPL Financial LLC from 2014 to 2017. Outside of advising, he is involved with an audiovisual products and services business. The Main Street Group is a team of eight advisors managing approximately $470 million for about 688 clients, primarily serving individual and high-net-worth clients. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, using customized, diversified portfolios that include low-cost mutual funds, ETFs, and other securities, with a primarily long-term investment orientation.

Jeremiah Winters is a CFP® with 22 years of industry experience. He is currently with Founders Grove Wealth Partners, LLC, where he has worked since 2024. His prior experience includes positions at Salomon and Ludwin, LLC and Wells Fargo Advisors Financial Network LLC. He is also an investor in Caravel Concepts, LLC, a fintech firm specializing in financial planning and asset allocation software. Founders Grove Wealth Partners provides wealth management, financial planning, and discretionary portfolio management to individuals, trusts, retirement plans, and business entities. The firm employs a combined approach of asset allocation with both passive and active strategies, utilizing fundamental, technical, and quantitative analysis, and incorporates independent managers and model management capabilities.

Alex Hendrickson is a financial advisor with Colonial River Wealth Management LLC, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has worked at Colonial River Investment and LPL Financial since 2018 and previously at Ameriprise Financial Services. Hendrickson is involved in real estate rental activities in addition to his advisory role. 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 on a discretionary basis and uses a combination of proprietary quantitative tools and third-party platforms to implement portfolios comprising individual stocks, bonds, mutual funds, ETFs, and select alternative investments.

Virginia Mylks is a financial advisor with The Main Street Group in Glen Allen, VA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has worked with The Main Street Group since 2015 and has prior experience at LPL Financial and Virginia Insurance Associates, where she remains active. Mylks serves on the board of United Insurance Professionals, a nonprofit organization for insurance professionals. The Main Street Group provides investment advisory and financial planning services primarily to individual and high-net-worth clients, offering customized portfolios that include low-cost mutual funds, ETFs, and other investment vehicles. The firm employs a mix of fundamental, technical, and cyclical analysis with a long-term investment orientation and integrates systematic features such as rebalancing and tax-loss harvesting.

William Lagos Jr. is a financial advisor at Verus Financial Partners in Richmond, VA, holding the CFP®, ChFC®, and Series 65 credentials with 20 years of industry experience. He has been with Verus Financial Partners since 2015. Verus Financial Partners provides discretionary investment management, financial planning, and tax planning and preparation services to individuals and families, including high-net-worth clients. The firm primarily uses mutual funds and exchange-traded funds with fundamental analysis and a combination of long- and short-term strategies, treating cash as an asset class for defensive purposes.

Tyler Snow is a financial advisor at Verus Financial Partners with a Series 65 designation and three years of industry experience. Prior to joining Verus, he worked in educational roles at Hanover High School and Saint John's School. Verus Financial Partners provides discretionary investment management, financial planning, and tax planning services primarily to individuals and families, including high-net-worth clients. The firm uses a mix of fundamental analysis and long- and short-term strategies, focusing on mutual funds and exchange-traded funds, and integrates tax-efficient rebalancing for held-away accounts.

Mark Jones is a financial advisor at SIMA Wealth Partners, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked extensively across multiple affiliated entities within SIMA, including roles in wealth management, retirement solutions, payroll, and accounting. Jones is also the managing partner of Mark A. Jones & Associates, PC, a CPA firm. SIMA Wealth Partners serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management, comprehensive financial planning, and access to private-market investments, using a multi-affiliate structure that integrates several related financial and accounting services.

John Williams is a CFP® with four years of industry experience. He has worked at SBK Financial since 2018 and previously held roles at Mitchell Wiggins & Co. and Heritage Wealth Advisors. Williams is based in Richmond, VA, and is part of an eight-advisor team at WealthCrossing. WealthCrossing provides customized investment management to individuals, high-net-worth clients, and related entities, focusing on well-diversified asset allocations primarily invested in mutual funds and ETFs. The firm manages accounts on a discretionary basis and incorporates third-party research to monitor investments, also offering tax preparation and planning services through CPA representatives.

Brian Wotring is a financial advisor with Colonial River Wealth Management LLC, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Edward Jones and the Supreme Court of Virginia. Outside of finance, he operates Brian Wotring Photography, a personal photography business. Colonial River Wealth Management provides investment advisory and wealth management services to individuals, families, trusts, estates, and businesses. The firm offers customized portfolios using a mix of individual securities, mutual funds, ETFs, and alternative partnerships, employing algorithm-driven and target-volatility strategies with a generally long-term investment approach.

Mark Levin is a financial advisor at 3Chopt Investment Partners LLC with 18 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at several firms, including North Arrow Capital (Millennium Partners), Scopus Asset Management, and Seaport Global Securities. 3Chopt Investment Partners serves individuals, trusts, family offices, nonprofit, and institutional clients, offering portfolio management, financial planning, outsourced CIO, and family office services. The firm employs an asset-allocation framework combining long-term strategic targets with shorter-term tactical adjustments and implements portfolios using a mix of securities, funds, third-party managers, and private placements.

Trevor Plesko is a financial advisor at Dorsey, Wright & Associates, LLC with one year of industry experience. He holds a Series 65 designation and has worked at Dorsey, Wright since 2023, with prior experience outside the industry including roles at Foods of All Nations and Ivy Road House. 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 with rules-based products.

Alan Dawkins is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Colonial River Wealth Management LLC in Midlothian, VA. He has worked at Colonial River Investments, LPL Financial LLC, and Lincoln Financial Securities Corporation. Colonial River Wealth Management provides investment advisory and wealth management services to individuals, families, trusts, estates, and businesses, utilizing proprietary quantitative software to implement tactical and strategic allocation strategies with a long-term orientation. The firm offers customized portfolios and comprehensive planning support, including discretionary and non-discretionary management and coordination with tax, legal, and insurance specialists.

Merrick Burleson is a financial advisor with Colonial River Wealth Management LLC in Palmyra, VA, holding Series 63 and Series 65 credentials and bringing 48 years of industry experience. His prior roles include positions at Reliastar, Voya Financial Advisors, and LPL Financial. He also operates Burleson Financial Strategies Inc., an investment-related business. Colonial River Wealth Management provides investment advisory and wealth management services to individuals, families, trusts, estates, and businesses. The firm offers customized portfolios using stocks, bonds, mutual funds, ETFs, and alternative partnerships, employing algorithm-driven and target-volatility strategies with a long-term orientation.