Michael Mccool is a financial advisor at Cary Street Partners with 21 years of industry experience. He has been with Cary Street Partners since 2009 and holds Series 63 and Series 65 licenses. He serves as a board member of the Washington County Public Library in Abingdon, VA, where he participates on the finance committee and the foundation board. 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 uses a consultative approach to tailor investment programs and offers a range of portfolio management strategies, including proprietary products managed by its affiliated asset manager.

Kevin Nicholson is a CFA® charterholder with 34 years of industry experience. He is currently with RiverFront Investment Group, LLC, where he has worked in various roles since 2016. Prior to that, he spent 11 years at Wells Fargo Clearing and 16 years at Alps Distributors, Inc. Nicholson serves on several investment committees, including the Virginia Foundation of Public Media and Richmond Retirement Systems, and holds board positions with Northern Neck Insurance Company and the Virginia Museum of Fine Arts Foundation. RiverFront Investment Group provides investment management services to individual investors, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a Price Matters® valuation framework combined with tactical asset allocation and risk management, offering customized portfolio solutions delivered through multiple platforms.

Kevin Mitchell is a financial advisor at Cary Street Partners with 18 years of industry experience. He holds the Series 66 designation and has been with Cary Street Partners since 2009. Cary Street Partners serves a diverse client base including individuals, corporations, trusts, retirement plans, and institutional clients. The firm offers a range of services such as portfolio management, financial planning, third-party manager selection, and retirement plan fiduciary services, utilizing proprietary strategies and AI tools alongside human oversight.

Mark Sarrett is a financial advisor at Thurston Springer Advisors with 14 years of industry experience. He previously worked at Wells Fargo Advisors for 14 years before joining Thurston Springer Financial in 2025. Outside of his advisory work, he coaches varsity sailing at Hampton Roads Academy and serves on the board of James River Country Club. Thurston Springer Advisors serves individuals, corporations, retirement plans, foundations, endowments, estates, and trusts. The firm offers financial planning, estate-planning facilitation, portfolio management, wrap-fee programs, and fiduciary services, employing a range of investment strategies from buy-and-hold to active tactical approaches.

Cody Santmyer is a CFP® professional at CW Advisors, LLC with experience at Agili and Virginia Tech prior to joining the firm in 2024. He is based in Richmond, VA and has been in the financial industry since 2021. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporations. The firm employs a core-and-satellite investment approach that incorporates active, passive, quantitative, and ESG strategies, utilizing both third-party money managers and internally managed risk strategies.

Paul Keeton is a financial advisor at Prospera Financial Services, Inc. in Richmond, VA, holding a Series 66 designation and bringing 24 years of industry experience. He previously worked at Dorsey Wright & Associates for 17 years before joining Prospera in 2017. Keeton is also the owner of Single Track Solutions, LLC, a consulting business based in Richmond. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other business entities, offering financial planning and portfolio management through various advisory programs and platforms.

Marshall Chambers is a CFP®, CFA®, and Series 65-registered financial advisor at Heritage Wealth Advisors in Richmond, VA, with 12 years of industry experience. He has been with Heritage Wealth Advisors since 2007. 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 focuses on customized target asset allocations and includes management of private funds, with portfolios reviewed regularly by an Investment Policy Committee.

Melanie Lee is a Series 65-licensed advisor with Integrity Advisory Solutions in Richmond, VA, and has one year of experience in financial advising. She also owns and operates Lee Law Office, P.L.L.C., where she has practiced law since 2007. Additionally, she reviews funeral trust products with clients through her involvement with Insurance Funeral Trust and serves as Assistant Commissioner of Accounts, reviewing probate files as needed. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, and corporations through a network of approximately 100 independent advisors managing around $1.1 billion in assets. The firm offers portfolio management, financial planning, retirement plan consulting, and utilizes a range of investment strategies and third-party platforms to tailor services to client needs.

Cristina Caruso is a financial advisor at Wealthcare Advisory Partners LLC with 19 years of industry experience. She holds the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for 17 years before joining her current firm in 2022. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors. The firm serves individuals, trusts and estates, retirement plans, charitable organizations, and businesses, offering wealth management, investment management, financial planning, and access to alternative and private placement investments using a goals-based planning approach supported by proprietary software and evidence-based investment strategies.

Nicholas Mitchell is a financial advisor with Wealthcare Capital Management LLC in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at Financeware, Inc. since 2009 and Edelmlan Financial Advisors LLC since 2008. Wealthcare Capital Management LLC is an SEC-registered multi-team firm managing approximately $3.03 billion for individual and high-net-worth clients, trusts, retirement plans, foundations, and other entities. The firm employs model portfolios primarily composed of mutual funds and ETFs, supplemented by alternative investments and specialty platforms, with investment decisions guided by an Investment Policy Committee using an evidence-based framework and proprietary quantitative tools.

Sheri Nickolas is a Series 65-licensed financial advisor with three years of industry experience. She is currently with Choreo, LLC and previously worked at Cherry Bekaert Wealth Management, LLC and The London Company of Virginia, LLC. Choreo, LLC serves a diverse client base including individual and high-net-worth investors, family offices, corporate and retirement plan sponsors, endowments, and other institutional clients. The firm’s investment approach combines strategic asset allocation using recognized indexes with quantitative screening and investment committee approval to select managers and model portfolios, offering a range of services from portfolio management to outsourced CIO and specialized advisory services.

Barbour Farinholt is a financial advisor at RiverFront Investment Group, LLC with 34 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at RiverFront since 2016, previously serving at Alps Distributors, Inc. Farinholt is a partner in Nuttall Store LLC, a non-investment-related country store, and serves on the board of ETF Action, providing strategic and financial advice. RiverFront Investment Group offers investment management services to individual investors, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm utilizes its Price Matters® valuation framework combined with tactical asset allocation and risk management, delivering customized portfolios primarily through SMAs, UMAs, and model delivery platforms.

Robert Burke is a CFA® charterholder with 29 years of industry experience, currently serving at Brockenbrough since 1996. He holds a Series 65 license and dedicates part of his time as a paid volunteer for the CFA Institute, working on various projects. Brockenbrough provides discretionary and non-discretionary investment management and Outsourced Chief Investment Officer (OCIO) services to high-net-worth individuals, trusts, foundations, endowments, and institutional clients. The firm manages approximately $4.3 billion in client assets and offers customized portfolios that blend traditional and non-traditional asset classes using both proprietary strategies and third-party managers.

Margaret Hubert is a financial advisor at Cary Street Partners in Richmond, VA, holding Series 63 and Series 66 licenses with three years of industry experience. Her prior roles include positions at J.P. Morgan Securities LLC and Edward Jones. Outside of finance, she has worked at Sunken Well Tavern and Well Enough, Inc. 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 strategies supported by affiliated asset management and broker-dealer services.

Stuart Lipsteuer is a financial advisor with First Citizens Asset Management, Inc. in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior work includes roles at Ryan LLC and Thomson Reuters. First Citizens Asset Management provides investment advisory and sub-advisory services to individuals, trusts, corporations, institutional accounts, and municipal entities. The firm manages global, multi-asset model portfolios across various implementation frameworks using a combination of quantitative and qualitative criteria.

Kimberly Nichols is a financial advisor at Wealthcare Capital Management LLC with 10 years of industry experience. She holds a Series 66 designation and has worked at firms including LPL Financial and Securities America Advisors. Nichols also provides administrative support to Wealthcare Advisory Partners, an independent investment advisor firm. Wealthcare Capital Management LLC is a multi-team advisor managing approximately $3.03 billion for individual and high-net-worth clients, trusts, retirement plans, foundations, and other entities. The firm offers a range of portfolio management and advisory services, utilizing model portfolios supplemented by alternative investments and independent managers, with investment decisions guided by an evidence-based framework and an Investment Policy Committee.

Stephanie Sears is a financial advisor at Cary Street Partners with 22 years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at Fidelity Investments, Equitable Advisors, and AXA Advisors. Cary Street Partners serves a diverse client base including individuals, corporations, trusts, and institutional clients. The firm provides portfolio management, financial planning, and access to proprietary and third-party investment strategies, utilizing AI tools alongside human oversight in its investment process.

Camilla Carvalho is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at Corbett Road Wealth Management, Spire Securities, LLC, and Ameriprise. Outside of finance, she has been involved with multiple musical organizations, including the Albany Symphony Orchestra and the Binghamton Philharmonic. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using a mix of ETFs, mutual funds, individual securities, and alternative investments, supported by a network of approximately 286 advisors.

Franklin Bracey is a CFA® charterholder and holds Series 63 and Series 66 licenses, with one year of industry experience. He has worked at CW Advisors, LLC since 2024 and previously held roles at Agili, Morgan Stanley Private Bank, and Northwestern Mutual. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, and business entities. The firm employs a core-and-satellite investment approach combining active, passive, quantitative, and ESG strategies, and provides wealth management, financial planning, and family office services.

Adam Morgan is a financial advisor at Private Client Services, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial, South State Bank, and Mass Mutual Investors Services. He is also the president and owner of WealthHyve Advisors, LLC, an investment-related business. Private Client Services is a multi-team advisory firm serving individuals, families, high-net-worth clients, and various institutions. The firm provides financial planning, consulting, and portfolio management through a network of approximately 50 advisors and manages over $1 billion in assets.