Thomas Underwood III is a CFP® professional with 14 years of industry experience, currently serving as an advisor at Bright Wealth Management, LLC. His career includes roles at Cary Street Partners, Truist Advisory Services, and BB&T. Outside of his advisory work, he operates as an independent insurance agent. Bright Wealth Management, LLC is a fee-only registered investment adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $265 million across 175 clients through a team of seven advisors, offering discretionary portfolio management with tailored asset-allocation models and ongoing portfolio supervision.

Carl Lind is a CFP® and holds a Series 65 license with 27 years of industry experience. He has worked at Alpha Omega Investment Advisors since 2016 and previously at Diveley Lind & Associates, LLC for 19 years. Lind is based in Richmond, VA. Alpha Omega Wealth Management serves individuals, high-net-worth families, trusts, estates, business entities, and charitable organizations with portfolio management, financial planning, retirement plan consulting, and family office services. The firm emphasizes tailored asset allocation and fundamental analysis, incorporating option strategies and private fund investments, and offers unique household finance administration and multi-generation education alongside traditional advisory services.

Adam Thalhimer is a CFA® charterholder with 24 years of industry experience. He has been with Thompson Davis & Co., Inc. in Richmond, VA, since 2016. Thompson Davis Asset Management provides discretionary investment management and financial planning to individuals, corporations, trusts, estates, charitable organizations, and retirement plans. The firm employs an active, bottom-up, all-cap growth and tactical trading strategy based on a proprietary screening discipline called “The Great 8,” and offers AI-backed stock and ETF model portfolios alongside personalized financial planning services.

Connor Kamp is an advisor with Nasdaq Dorsey Wright, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has been with Nasdaq since 2016. Nasdaq Dorsey Wright provides discretionary investment management and technical research services to individual investors, institutional clients, and financial professionals. The firm’s rules-based approach centers on Point & Figure charting and relative strength methodologies, supporting a range of managed model portfolios and extensive index/licensing partnerships with product sponsors.

Andrew Casteel is a CFP® and holds a Series 65 license with 12 years of industry experience. He has worked at Covenant Wealth Advisors since 2025 and previously spent six years at Acorn Financial Advisory Services, Inc. and four years at WS Wealth Management. Casteel is also the owner of Acel Advisors, LLC, a bookkeeping entity that is not held out to the public and generates no revenue. Covenant Wealth Advisors is a fee-only firm serving individuals, families, trusts, estates, endowments, and family businesses. The firm uses a Modern Portfolio Theory-based investment approach, primarily employing passively managed mutual funds and ETFs, and offers comprehensive wealth management or standalone planning tailored to client objectives and risk tolerance.

Ian Saunders is a financial advisor at Nasdaq Dorsey Wright with eight years of industry experience. He holds a Series 65 credential and has been with Dorsey Wright & Associates since 2018. 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 provides discretionary investment management alongside research, subscription services, and licensing of models to multiple ETF and product sponsors.

Dalal Salomon is a financial advisor with Salomon and Ludwin in Richmond, VA, holding Series 63 and Series 65 licenses and possessing 44 years of industry experience. Prior to joining Salomon and Ludwin in 2018, she worked at Wells Fargo Advisors Financial Network and Wells Fargo Clearing for a combined 19 years. She serves on the Michigan State University College of Business Wealth Management Committee in a volunteer capacity. Salomon and Ludwin advises individuals, high-net-worth households, families, trusts, estates, foundations, small businesses, and qualified retirement plans, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a flexible, actively managed investment approach that emphasizes low-cost, tax-efficient ETFs, mutual funds, and individual securities combined with fundamental and technical analysis and a proprietary timing strategy.

Marc Verdi is a CFP®, PFS™, and Series 66 credentialed advisor with 15 years of industry experience. He has been with Godsey & Gibb Wealth Management since 2013. Godsey & Gibb Wealth Management serves individuals, high-net-worth clients, and a range of institutional clients including sovereign wealth funds. The firm offers portfolio management primarily in fixed income, equities, and ETFs, alongside financial planning and tax preparation, supported by an in-house CPA team and a structured client education program.

Daniel Ludwin is a financial advisor at Salomon and Ludwin with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Salomon and Ludwin since 2018, following a nine-year tenure at Wells Fargo Advisors Financial Network. Outside of his advisory role, he serves as a co-trustee for several family and firm-related trusts. Salomon and Ludwin advises individuals, families, trusts, estates, foundations, small businesses, and qualified retirement plans, providing discretionary portfolio management, financial planning, and retirement consulting. The firm employs a flexible, actively managed approach focused on low-cost, tax-efficient ETFs, mutual funds, and individual securities, incorporating fundamental and technical analysis alongside a proprietary timing strategy.

Alishia Dubois is a CFP® professional with four years of industry experience, currently serving at Strathmore Capital Advisors. Her prior experience includes roles at Modera Wealth Management, Bernhardt Wealth Management, AMJ Financial Wealth Management, and Yeske Buie. Strathmore Capital Advisors serves individuals, trusts, endowments, and participant-directed retirement plans with discretionary portfolio management and goals-based financial planning. The firm emphasizes an asset-allocation-driven investment approach using mutual funds and ETFs, supplemented by technology for client service and distinctive offerings such as a synthetic lending strategy and integrated tax-preparation services.

Noah Greenbaum is a financial advisor at Canal Capital Management, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has held managing member roles at several related entities including Haxall Point Partners, LLC. Canal Capital Management provides discretionary portfolio management, financial planning, tax preparation, and business and real estate consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm employs an investment committee approach and offers access to private investments and specialized strategies for eligible clients.

James West is a financial advisor at Dorsey, Wright & Associates, LLC with eight years of industry experience. He has worked at Dorsey Wright & Associates since 2017 and previously at Local Finance Solutions dba VML/VACo Finance from 2014 to 2017. 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, including Point & Figure charting and relative strength methods, applied across multiple asset classes through rules-based products.

Stephen Fletcher is a CFP® professional with 10 years of industry experience. He currently works at EVOAdvisors, where he has been since 2022, after five years at Bluesky Wealth Advisors, LLC. Stephen holds a Series 65 license and is based in Richmond, VA. EVOAdvisors serves individuals, business owners, trusts, employer retirement plans, and charitable organizations, offering financial planning and portfolio management through fee-only, fiduciary advisory programs. The firm emphasizes evidence-based investment strategies, strategic asset allocation, and broad diversification using no-load mutual funds and ETFs.

Kevin Riley is a financial advisor with Godsey & Gibb Wealth Management in Richmond, VA, holding Series 63 and Series 65 licenses and 34 years of industry experience. His career includes 20 years at Charles Schwab and shorter tenures at USAA Financial Planning Services and Marshwinds Advisory Co before joining Godsey & Gibb in 2015. Godsey & Gibb Wealth Management serves individual and institutional clients, offering discretionary and non-discretionary portfolio management, comprehensive financial planning, and in-house tax planning by licensed CPAs. The firm employs both fundamental and technical analysis across multiple asset classes and provides educational content through newsletters, webinars, and speaking engagements.

Parker Duda is a financial advisor at Carlson Financial with a Series 65 designation and one year of industry experience. Prior to joining Carlson Financial, he worked in education for nine years at various institutions, including James Madison University and multiple middle and high schools. Carlson Financial is a retirement planning and wealth management firm serving individuals, trusts, small businesses, family offices, and institutional clients, managing approximately $632 million in discretionary assets. The firm’s investment approach is centered on a cash-flow–based financial planning process, with portfolios constructed from equities and exchange-traded funds to balance growth and income.

Colton Jones is a financial advisor at SIMA Wealth Partners, LLC with two years of industry experience. He holds a Series 65 designation and has worked within various entities affiliated with SIMA since 2023. SIMA Wealth Partners serves individual investors—including high-net-worth clients—along with pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management, broad-based financial planning, third-party adviser selection, and access to private-market investments, employing a multi-affiliate structure and an approach that combines fundamental and tactical analysis across multiple investment strategies.

Brett Corsello is a CFA® charterholder and holds the Series 66 designation with four years of industry experience. He has worked at Juno Financial Group LLC since 2025 and previously held roles at Kestra Advisory, Kestra Investment Services, EJF Capital, and Fannie Mae. Corsello serves on the board of the Commonwealth Community Trust, where he participates in the finance committee overseeing the budget and investment manager. Juno Financial Group LLC is a team of five advisors managing approximately $542 million in discretionary assets. The firm provides financial planning and investment advisory services to a diverse client base, using tailored asset allocation strategies that include individual equities, fixed income, mutual funds, ETFs, direct indexing, and tax-loss harvesting.

Craig Truitt is a financial advisor with Canal Capital Management, LLC in Richmond, VA, holding Series 63 and Series 65 credentials and having 11 years of industry experience. He is also a managing member of several affiliated entities including Haxall Institutional Partners I and II, Haxall Point II, GP LLC, and East Mountain LLC. 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 uses a committee-based approach focused on asset allocation and analysis, and offers private investment opportunities and fund management services to qualified investors.

Robert Taylor is a financial advisor at Acima Private Wealth LLC in Richmond, VA, holding a Series 65 designation with seven years of industry experience. He has been with Acima Private Wealth since 2017 and previously worked at CSC Leasing Company from 2015 to 2017. Acima Private Wealth LLC advises individuals, high-net-worth families, trusts, family offices, endowments, and small businesses, offering discretionary and non-discretionary portfolio management alongside family wealth services. The firm uses a disciplined, customized, tax- and fee-sensitive approach that combines active and passive strategies and manages approximately $420 million across about 59 client relationships.

Tanya Bird is a CFA® charterholder and holds a Series 65 license with 10 years of experience in the financial industry. She has been with Acima Private Wealth LLC since 2016, working as part of a six-advisor team in Richmond, VA. Acima Private Wealth LLC serves individuals, high-net-worth families, trusts, family offices, endowments, and small businesses by providing discretionary and non-discretionary portfolio management, financial planning, and family wealth services. The firm employs a customized, tax- and fee-sensitive approach that combines active and passive strategies, and it manages approximately $420 million in assets across a concentrated client base.