Scott Davila is a financial advisor with The Capital Management Corporation in Glen Allen, VA. He holds Series 63 and Series 65 registrations and has four years of industry experience. Prior to joining The Capital Management Corporation in 2021, he worked at Zod Marketing & Communications, Inc. and Padilla. The Capital Management Corporation provides discretionary investment management for individuals, families, foundations, endowments, retirement plans, and corporations. The firm emphasizes fundamental research within a tailored investment approach and serves roughly 196 clients with approximately $825 million in assets under management.

Paul Melnick III is a CFP® and holds a Series 66 license with six years of industry experience. He is currently with Juno Financial Group LLC and previously worked at Fidelity Brokerage Services LLC and Kestra Advisory Services LLC. Paul is based in Richmond, VA. Juno Financial Group LLC offers financial planning and investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, trusts, estates, non-profits, and foundations. The firm manages approximately $542 million in discretionary assets through tailored asset allocation using model portfolios, separately managed accounts, and third-party managers.

Joseph Cheatham is a financial advisor at Vectors Asset Management with a Series 65 designation and one year of industry experience. He has worked at Vectors Asset Management since 2018 and has prior experience at Virginia Commonwealth University, SKY Building Supply, and Virginia Tech. Vectors Asset Management serves institutional and high-net-worth clients, including banks, insurance companies, and government accounts, offering discretionary and non-discretionary portfolio management along with valuation consulting and risk-management services. The firm combines top-down macro allocation with bottom-up quantitative analysis, using proprietary models and maintaining a high client and asset management load per advisor.

Jeanmarie Mcgowan is a CFA® charterholder and holds a Series 65 license with 12 years of industry experience. She has been with Godsey & Gibb Wealth Management since 2014 and serves as a Professor of Finance at Virginia Commonwealth University’s School of Business. Godsey & Gibb Wealth Management provides portfolio management, financial planning, tax preparation, and financial education to individuals, high-net-worth clients, and various institutional clients, including sovereign wealth funds. The firm integrates tax services with investment management and offers a structured client education program.

William Haskins Jr. is a financial advisor at Insight Advisors, LLC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Purshe Kaplan Sterling Investments and Wells Fargo Advisors Financial Network LLC. He also serves as co-trustee for his parents-in-law’s trust, managing trust assets and overseeing tax filings. Insight Advisors, LLC manages over $700 million for individuals, high-net-worth clients, pension and profit-sharing plans, and business entities through a team of 15 advisors across four offices. The firm offers portfolio management, financial planning, and pension consulting, employing a range of investment strategies tailored to client goals and includes regular portfolio reviews and rebalancing.

William Thomas is a CFP® professional with four years of industry experience. He is currently with 3Chopt Investment Partners LLC, where he has worked since 2022. Prior to that, he held roles at Funds Distributor, LLC and Thompson, Seigel & Walmsley LLC. 3Chopt Investment Partners provides discretionary and non-discretionary portfolio management, financial planning, Outsourced CIO, and family office services primarily to high-net-worth individuals, trusts, foundations, pension plans, and family offices. The firm employs an asset-allocation approach combining long-term strategic allocations with tactical adjustments and develops customized Investment Policy Statements overseen by its Investment Committee.

James Pickert is a CFP® and Series 66-registered financial advisor with 11 years of industry experience. He has worked at Kanawha Capital Management, LLC since 2023 and previously spent nine years at ACG Advisory Services Inc. Kanawha Capital Management provides discretionary and non-discretionary investment management across equity, fixed-income, and balanced portfolios, along with financial-planning services focused on retirement rollovers. The firm serves individuals, trusts and estates, charitable organizations, pension and profit-sharing plans, and corporate clients, managing approximately $1.8 billion in assets.

David Butler is a financial advisor at Verus Financial Partners in Richmond, VA, holding a Series 65 license with one year of industry experience. Prior to joining Verus Financial Partners, he worked for eight years at Hanover High School and one year at Larkspur Middle 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 emphasizes a fee-only approach, allocating assets among mutual funds and ETFs using fundamental analysis and a combination of long- and short-term strategies while integrating tax-efficient rebalancing for held-away accounts.

Catherine Atwood is a CFP® with 15 years of industry experience, currently serving as an advisor at Founders Grove Wealth Partners, LLC. Her prior roles include positions at Salomon and Ludwin, LLC, Wells Fargo Clearing, Alps Distributors, Inc., and Riverfront Investment Group. 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 combination of passive and active strategies along with fundamental, technical, and quantitative analysis, utilizing both independent managers and Dynasty’s platform capabilities.

David Obrien is a CFP® with 21 years of experience in the financial industry. He has been with Evolution Advisers since 2016, contributing to the firm’s advisory services. EvoAdvisors serves individuals, business owners, trusts, employer retirement plans, and charitable organizations by providing financial planning, portfolio management, and a Qualified Retirement Plan Program. The firm employs a fee-only, fiduciary approach, focusing on evidence-based investment themes, strategic asset allocation, and broad diversification using no-load mutual funds and ETFs.

Christopher Leslie is a CFP® professional with nine years of experience in financial advising. He is currently with Godsey & Gibb Wealth Management, where he has worked since 2022. Prior to that, he held positions at TIAA and TIAA, FSB from 2013 to 2022. Godsey & Gibb Wealth Management serves individuals, high-net-worth clients, and a diverse range of institutional clients, including sovereign wealth funds. The firm offers discretionary and non-discretionary portfolio management, financial planning, tax preparation, and financial education, with a focus on fixed income, equities, and ETFs.

John O'Brien is a financial advisor at EVOAdvisors with a Series 65 designation and four years of industry experience. His prior work includes roles at Mercaris, Wild Earth Fermentation, and Virginia Tech. EVOAdvisors provides financial planning and portfolio management services to individuals, business owners, trusts, employer retirement plans, and charitable organizations. The firm follows a fee-only, fiduciary model and focuses on evidence-based investment strategies, strategic asset allocation, and broad diversification using no-load mutual funds and ETFs.

Myron Fuller IV is a financial advisor at Dorsey, Wright & Associates, LLC in Richmond, VA, with 13 years of industry experience. He holds a Series 65 designation and has been with Dorsey Wright since 2007. 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.

John Spiers is a CFA® charterholder with 17 years of industry experience. He has been with The Main Street Group since 2016, with a brief one-year tenure at EGA Capital, LLC. The Main Street Group provides fee-based investment advisory services, financial planning, retirement-plan consulting, and managed portfolios to individuals and high-net-worth clients. The firm employs a primarily long-term investment approach, utilizing diversified mutual funds, ETFs, and other securities, and features technology-driven solutions including Artificial Intelligence for data analysis under human supervision.

Edward Hoppe III is a CFP® and PFS™ with 22 years of industry experience. He has been with Verus Financial Partners in Richmond, VA, since 2012. Verus Financial Partners provides discretionary investment management, financial planning, and tax planning services to individuals and families, including high-net-worth clients. The firm primarily uses mutual funds and ETFs, applying fundamental analysis with a mix of long- and short-term strategies, and incorporates cash as an asset class in its approach.

Sydney Siek is a financial advisor with Nasdaq Dorsey Wright, holding a Series 65 designation and 14 years of industry experience. He has worked at Dorsey Wright & Associates since 2010. Nasdaq Dorsey Wright serves individual and institutional clients, offering discretionary investment management, research, and subscription services. The firm employs a rules-based, technical investment approach focused on Point & Figure charting and relative strength methodologies, supporting a variety of model portfolios and extensive index licensing for ETFs and product sponsors.

Russell Keller is a financial advisor with Cary Street Partners, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Cary Street Partners since 2018 and previously spent seven years with Wells Fargo Advisors Financial Network. Outside of his advisory role, Keller is a managing member and 50% co-owner of BDK, LLC, a private company managing legacy family assets, and he maintains a long-term involvement with Alison Keller Designs, a design business where he handles bookkeeping. Cary Street Partners offers discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individuals, charitable organizations, corporations, and retirement plans. The firm’s investment approach combines third-party and in-house manager selection across traditional and alternative strategies, supported by its affiliated asset management entity, Cary Street Partners Asset Management.

Karilyn Meeker is a financial advisor at Cary Street Partners with four years of industry experience. She holds a Series 66 designation and has previously worked at firms including MML Investors Services, MassMutual Life Insurance, Cetera, and Virginia Asset Management. Outside of her advisory role, she volunteers as the social director for a youth football program, organizing social events and ceremonies. Cary Street Partners serves a diverse client base including individuals, corporations, trusts, retirement plans, and institutional clients. The firm offers portfolio management, financial planning, and access to proprietary and third-party investment strategies, employing AI tools alongside human oversight in its investment process.

Joseph Godsey is a financial advisor at Pinnacle Associates, Ltd. in Richmond, VA, holding a Series 65 designation with 26 years of industry experience. He has worked at Pinnacle Associates since 2023 and has concurrently been with Investment Management Of Virginia, LLC since 2006. Pinnacle Associates, Ltd. provides discretionary investment management and financial planning services to a broad client base, including individuals, families, institutions, and pension plans. The firm employs a fundamental, bottom-up investment approach with a long-term focus and offers tailored portfolios that include equity strategies, bonds, mutual funds, ETFs, and option overlays, while also serving as a sub-advisor and model provider to other advisers and wrap programs.

Marvin Morse is a CFA® charterholder with 29 years of industry experience. He is currently a financial advisor at Blueprint Financial Advisors and has also been involved with Morse Capital Partners, LLC since 2008. Blueprint Financial Advisors is a multi-advisor firm offering discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement plan consulting to individuals, trusts, pension and ERISA plans, and nonprofit entities. The firm manages approximately $1.4 billion in assets and employs a proprietary strategic-and-tactical investment approach that incorporates diversified asset classes and trend-following rules to guide portfolio adjustments.