Claire Craighill is a Certified Financial Planner® with 20 years of experience in the industry. She is currently with WealthCrossing, a team-based firm in Richmond, VA, and has been with SBK Financial, Inc. since 2007. WealthCrossing provides customized investment management primarily for high-net-worth individuals and related trusts, estates, and retirement plans, utilizing a strategic, diversified asset allocation approach with an emphasis on low turnover and disciplined rebalancing. The firm also incorporates independent due diligence and may recommend private investment funds and specialized tax-credit investments for accredited investors.

Benjamin Jones is a financial advisor at Dorsey, Wright & Associates, LLC with 13 years of industry experience. He holds the Series 65 designation and has been with Dorsey Wright since 2009. 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 through rules-based products.

Sloan Chittenden is a CFP® with four years of industry experience, currently serving as a financial advisor at Verus Financial Partners since 2021. Prior to joining Verus, Sloan worked with the YMCA of Greater Richmond and Virginia Commonwealth University. Verus Financial Partners provides discretionary investment management, financial planning, and tax planning and preparation services primarily to individuals and families, including high-net-worth clients. The firm uses fundamental analysis and a mix of long- and short-term strategies to allocate assets mainly among mutual funds and ETFs, and offers integrated tax-efficient rebalancing and trustee services in certain cases.

Mary Gordon Seay is a financial advisor with Campbell Deegan Financial in Richmond, VA. She holds Series 65 and Series 66 designations and has 11 years of industry experience. Her prior work includes four years at Merrill before joining Campbell Deegan Financial and Purshe Kaplan Sterling Investments, where she has worked for nine years. Campbell Deegan Financial offers comprehensive wealth management and financial planning services to individuals, families, business entities, and retirement plans. The firm manages approximately $745 million in assets across 766 client relationships, employing an investment approach focused on fundamental analysis and diversified portfolios tailored to client-specific allocation strategies.

Anthony Castaldi is a financial advisor at Covenant Wealth Advisors in Richmond, VA, holding a Series 65 designation with three years of industry experience. His prior experience includes roles at Advisor Partners II, LLC and Acorn Financial Advisory Services. Covenant Wealth Advisors provides personal financial planning and investment management services to individuals, families, trusts, estates, charitable organizations, and business entities. The firm employs a long-term asset allocation strategy grounded in Modern Portfolio Theory, primarily using passively managed mutual funds and ETFs, and offers both comprehensive and modular planning solutions.

Sara Marshall is a financial advisor at Nasdaq Dorsey Wright with 11 years of industry experience. She holds Series 65 and Series 63 credentials and has been with Nasdaq, Inc. since 2013. Outside of her advisory role, she operates a Poshmark and eBay account focused on buying and selling personal items. Nasdaq Dorsey Wright serves individual investors, institutional clients, and financial professionals with a rules-based, technical investment approach centered on Point & Figure charting and relative strength methodologies. The firm offers discretionary investment management alongside research, subscription services, consulting, and licensing to various investment companies and product sponsors.

Tracy Leeper is a Series 65-licensed financial advisor with nine years of industry experience. She has been with The Capital Management Corporation since 2010. The Capital Management Corporation is a privately owned investment management firm serving individuals, families, foundations, endowments, retirement plans, and corporations. The firm uses fundamental research through an Investment Policy Group to tailor discretionary portfolios aligned with client objectives and risk guidelines, and it also licenses model portfolios to third-party sponsors.

Patricia Soileau is a financial advisor with Acima Private Wealth LLC in Richmond, VA, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has previously worked at Kinloch Capital, LLC and UBS Financial Services. Acima Private Wealth LLC advises high-net-worth individuals, families, trusts, and small businesses through discretionary and non-discretionary portfolio management, financial planning, and family wealth services. The firm uses a customized, tax- and fee-sensitive approach incorporating multiple investment strategies and manages approximately $420 million across a focused client base.

Jarrod Feinstein is a financial advisor at Canal Capital Management, LLC with 16 years of industry experience. He holds Series 63 and Series 65 designations and has held roles at Buckingham Research Group and Haxall Point III GP, LLC, where he serves as managing member. Feinstein is based in Richmond, VA and is part of a six-advisor team at Canal Capital Management. Canal Capital Management provides discretionary portfolio management, financial planning, tax preparation, and consulting services to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm’s investment approach includes tailored advice through an Investment Committee, use of model portfolios, and options for accredited investors to access private and complex investment strategies.

Danny Savage is a financial advisor at Godsey & Gibb Wealth Management with 19 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at Godsey & Gibb since 2006. In addition to his advisory role, he is president and a founding shareholder of G&G Insurance Services, Inc., where he provides strategic planning and risk management advice. Godsey & Gibb Wealth Management serves individuals, high-net-worth clients, and a variety of institutional clients, including sovereign wealth funds. The firm offers discretionary and non-discretionary portfolio management, financial planning, tax preparation, and financial education, with an integrated team of licensed CPAs and a structured client education program.

Jeremy Kirkland is a CFA® charterholder with 14 years of industry experience. He has been with Redmond Asset Management, LLC since 2006. Redmond Asset Management manages portfolios for individual and institutional clients, including high-net-worth individuals, trusts, retirement plans, corporations, foundations, and select institutional accounts. The firm employs a bottom-up, fundamental equity process focused on long-term, high-quality growth, complemented by fixed income and ETF-based global strategies, and tailors portfolios to client-specific needs.

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.

Susannah Orzolek is a financial advisor at Carlson Financial with a Series 65 designation and six years of industry experience. She has worked at Carlson Financial since 2018 and previously spent three years at EURPAC. Carlson Financial is a retirement planning and wealth management firm serving individuals, trusts, small businesses, family offices, and institutional clients. The firm manages approximately $632 million in discretionary assets and employs a cash-flow–based financial planning approach, constructing discretionary portfolios primarily from equities and exchange-traded funds to balance long-term growth and income.

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.

Anna Carlson is a financial advisor at Carlson Financial with seven years of industry experience. She holds a Series 65 designation and previously worked at Global Financial Private Capital, LLC. Carlson Financial serves pre-retirees, retirees, and a range of clients including individuals, trusts, small businesses, family offices, and endowments. The firm provides comprehensive financial planning and discretionary portfolio management, using a cash-flow-based process and primarily equities and ETFs to balance growth and income.