Kelley Tyger is a financial advisor with Cary Street Partners in Richmond, VA, holding a Series 66 designation and six years of industry experience. Prior to joining Cary Street Partners in 2026, Tyger worked at Davenport & Company LLC for five years and held roles at Truist Advisory Services, TRUIST INVESTMENT SERVICES, Inc., and BB&T Securities. Outside of finance, Tyger is involved as an instructor with No Limits Martial Arts and Fitness. Cary Street Partners serves a diverse range of clients including individuals, corporations, trusts, retirement plans, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to proprietary and third-party investment strategies, using both human and AI tools for portfolio oversight.

John Jordan is a CFA® charterholder with 24 years of industry experience. He has been with Heritage Wealth Advisors since 2012. 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 emphasizes customized asset allocations and uses a range of investment vehicles, with portfolios reviewed quarterly by an Investment Policy Committee. Heritage also serves as an affiliated private fund adviser and operator, managing multiple private funds and offering unique operational services such as bill-paying and tax payment assistance.

Edward Wirwille is a financial advisor with Wealthcare Capital Management LLC in Richmond, VA, holding Series 63 and Series 65 licenses and totaling 19 years of industry experience. He has been with Wealthcare Capital Management since 2008. In addition to his advisory role, Mr. Wirwille serves as an expert witness in divorce proceedings and works as a fiduciary auditor for qualified retirement plans. Wealthcare Capital Management LLC is a multi-team SEC-registered investment adviser managing approximately $3.93 billion for over 5,600 clients. The firm offers comprehensive financial planning, discretionary portfolio management, and retirement plan advisory services, employing a long-term, evidence-based investment approach that integrates behavioral economics and uses model portfolios primarily composed of ETFs and indexed mutual funds.

Patrick Mullins is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2014. He has been with Fidelity Investments since 2006, progressing through roles including Financial Consultant, Investment Consultant, and Financial Representative. Prior to joining Fidelity, he worked as a Business Development Manager at Strategic Financial Planners from 2004 to 2006. In his current role, Patrick assists clients and their families in growing and protecting their wealth, making sound investment decisions, and simplifying their financial lives.

James Winters is a financial advisor with IP Financial Advisory Services LLC in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at H. Beck, Inc. for 16 years and has been involved with Commonwealth Pension Management for over 28 years, where he also operates as an insurance broker specializing in the sales and service of fixed insurance products. Winters has held roles at several firms since 2021, including Innovation Partners LLC and Grove Point Investments, LLC. IP Financial Advisory Services primarily serves individual retail clients, focusing on customized portfolio management, financial planning, and retirement-plan consulting. The firm offers a range of services including managed account programs and access to third-party investment advisors, with an emphasis on non–high-net-worth individuals and a combination of investment advisory and insurance consulting capabilities.

Thomas Cain is a financial advisor with Kovack Advisors, Inc. in Richmond, VA, holding a Series 63 designation and having 39 years of industry experience. He has worked with Kovack Securities since 2017 and has been involved with Capital L Group, LLC and Capital Guardian Wealth Management, LLC since 2011. Outside of his advisory role, Cain serves on the board of directors for the VCU Foundation & Children's Hospital and coaches tennis for juniors and adults in Richmond. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, and pension plans through a nationwide network. The firm emphasizes diversified asset-class exposure primarily via mutual funds and ETFs, while also recommending third-party managers and providing financial planning and account aggregation services.

Rachel Owen is a financial advisor at Cary Street Partners in Richmond, VA. She holds a Series 66 designation and has been with Cary Street Partners since 2018. Prior to this, she worked at The Confident Rabbit and Bistro Bethem. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individual investors, charitable organizations, corporations, retirement plans, and institutions. The firm offers portfolio management, financial and retirement planning, access to alternative investments, and lending and insurance solutions, employing both third-party managers and proprietary strategies.

Caitlyn Mc Coy is a financial advisor at Cary Street Partners with a Series 65 credential. She has over 11 years of industry experience, including a prior role at Fisher Investments. Caitlyn’s background also includes academic and educational experience at the University of Colorado Boulder and Marvin Ridge High School. Cary Street Partners offers discretionary and non-discretionary wealth management and advisory services to a diverse range of clients, including individuals, charitable organizations, corporations, retirement plans, and institutions. The firm employs a comprehensive investment approach that incorporates third-party and in-house management, alternative strategies, and proprietary products such as the actively managed ETF TACK.

Ashleigh Lemaster is a Series 65-licensed financial advisor with eight years of industry experience. She is currently with Wealthcare Capital Management LLC, where she has worked since 2026. Her prior experience includes roles at Millennium Advisory Services, Inc. and Godsey & Gibb Wealth Management. Wealthcare Capital Management LLC is a multi-team SEC-registered investment adviser managing approximately $3.93 billion for over 5,600 clients. The firm offers comprehensive financial planning and discretionary portfolio management primarily for individual and high-net-worth clients, employing a long-term, evidence-based investment approach that incorporates behavioral economics and model portfolios constructed mainly with ETFs and indexed mutual funds.

William Hayes is a financial advisor with Thurston Springer Advisors in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Prior to joining Thurston Springer Financial in 2025, he spent 16 years with Wells Fargo Advisors Financial Network LLC. He serves as a trustee for the Virginia Retirement System, participating in policy review and oversight of the pension and savings plan. Thurston Springer Advisors serves individuals, corporations, retirement plans, foundations, endowments, estates, and trusts, offering financial planning, portfolio management, fiduciary services, and a range of discretionary and consulting investment programs. The firm employs diverse strategies including buy-and-hold, asset allocation, and more active tactical and earnings momentum approaches.

Matthew Williams is a CFP® professional with 13 years of experience in financial advising. He has worked at Valeo Financial Advisors, LLC since 2020 and previously at Acima Private Wealth LLC from 2016 to 2020. Valeo Financial Advisors provides comprehensive financial planning and investment management to individuals, families, and institutional clients. The firm employs a strategic asset-allocation framework with tactical adjustments and offers services ranging from model portfolios to pro-bono planning for nonprofits.

Hugh Brown is a financial advisor at Cary Street Partners with a Series 65 credential and one year of industry experience. Prior to joining Cary Street Partners, he worked at Gentry Locke Rakes & Moore, LLP and Mayer Brown LLP in legal roles. Cary Street Partners serves a diverse range of clients, including individuals, corporations, trusts, and institutional investors, providing portfolio management, financial planning, and access to proprietary investment strategies. The firm employs a client-centered approach that integrates investment objectives and risk tolerance with ongoing portfolio monitoring and utilizes AI tools alongside human oversight for research and portfolio modeling.

Nicholas Bertozzi is a financial advisor at Choreo, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cherry Bekaert Wealth Management and SBK Financial, Inc. since 2013. Choreo provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, foundations, retirement plans, charitable organizations, and corporate clients. The firm’s investment approach emphasizes strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Tara Collins is a CFP® professional with 18 years of experience at Silvercrest Asset Management Group LLC in Richmond, VA. She has been with Silvercrest since 2008. Silvercrest Asset Management Group LLC provides investment management and family-office services to families and select institutional investors, including endowments and foundations. The firm offers a range of proprietary equity and fixed-income strategies combined with outsourced CIO, due diligence, and quantitative risk analytics, tailoring investment solutions to individual client portfolios.

Alfred Acuff, Jr. is a financial advisor at Silvercrest Asset Management Group LLC with 19 years of industry experience. He has been with Silvercrest since 2014 and also serves as a trustee for the Virginia Retirement System, which oversees several public sector employee benefit plans. Acuff is additionally involved with AMA Investment Counsel, LLC, a personal investment consulting firm. Silvercrest provides investment management, family office, and institutional advisory services primarily to high-net-worth families and select institutions. The firm employs bottom-up, value-oriented equity strategies and active fixed-income management, combining proprietary valuation tools with quantitative risk analytics in its portfolio construction and oversight.

Steven Henderson is a CFA® charterholder with four years of experience in the financial industry. He currently works at Heritage Wealth Advisors, where he has been since 2022. Prior to that, he spent nine years at Spider Management Co. Heritage Wealth Advisors serves high-net-worth individuals, families, trusts, estates, business entities, non-profits, and retirement plans with portfolio management, financial planning, tax preparation, and retirement-plan advisory services. The firm offers personalized asset allocation models and manages a range of investments, including mutual funds, ETFs, individual equities, fixed income, separately managed accounts, and private investments, while also acting as investment manager and affiliated general partner to multiple private investment funds.

George Crawford is a financial advisor at Sequent Planning, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Mass Mutual Investors Services, MassMutual Life Insurance Company, Allstate Benefits, Reliance Standard, and Guardian Life Benefits. In addition to his advisory role, he is the owner and principal of Person Centered Financial, LLC, an insurance agency based in Midlothian, Virginia. Sequent Planning, LLC, operating as Futurity First Wealth Management, serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits by offering asset management, financial planning, and retirement-plan services. The firm utilizes a structured risk framework and diversified investment strategies, supported by a network of independent adviser representatives and various technology platforms.

Cassie Mitchell is an associate at Cary Street Partners in Richmond, VA, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining the firm, she worked in various roles across the hospitality and retail sectors. She also works part-time as a waitress at La Petite Auberge. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individuals, charitable organizations, corporations, and retirement plans. The firm employs a comprehensive approach to portfolio management, utilizing both third-party managers and proprietary strategies across traditional and alternative investments.

Wesley Cullinane is a financial advisor at Heritage Wealth Advisors in Richmond, VA, holding a Series 65 credential. He has experience working at Heritage Wealth Advisors since 2023 and previously worked at Mangham Associates and BTR Capital Management, Inc. from 2012 to 2018. Heritage Wealth Advisors serves high-net-worth individuals, families, trusts and estates, business entities, non-profits, and retirement plans, offering personalized portfolio management, financial planning, tax preparation, and retirement-plan advisory. The firm constructs customized asset-allocation models and manages both discretionary and non-discretionary portfolios, including private investment funds and pooled vehicles with audited financials and separate offering documents.

William Ebs is a CFP® with 17 years of industry experience, currently affiliated with Momentum Independent Network Inc. He has worked at SWS Financial Services Inc. since 2015. Outside of advisory services, he provides tax preparation and bookkeeping through JEFF HUFFORD CPA, LLC. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients. The firm offers advisory and brokerage services with a platform model relying on third-party managers and Envestnet, integrating Hilltop affiliates for municipal bond strategies and cash management solutions.