Peter Bowles is a financial advisor at Blue Edge Capital, LLC in Richmond, VA, holding Series 63 and Series 65 licenses with 15 years of industry experience. He has been with Blue Edge Capital since 2010. Blue Edge Capital provides discretionary, customized investment management primarily to individuals, high net worth clients, family and charitable trusts, family offices, profit-sharing plans, corporations, and nonprofit organizations. The firm employs a strategic, endowment-model asset allocation adapted for cost, liquidity, and tax efficiency, combined with tactical adjustments based on macroeconomic, quantitative, and technical analysis.

William Davis Jr. is a financial advisor with Thompson Davis & Co., Inc. in Richmond, VA, holding Series 63, 65, and 66 licenses and bringing 35 years of industry experience. He has been with Thompson Davis & Co., Inc. since 2002 and is the managing partner of Seven Hills Capital Management, LLC, which manages the private fund Seven Hills Capital Partners LP. 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 services such as AI-backed stock and ETF model portfolios and both one-time and ongoing financial planning engagements.

Wesley Kaufman is a CFP® professional with 31 years of industry experience, currently serving at Heartwood Wealth Advisors, LLC since 2019. He previously worked at Wells Fargo Advisors Financial Network, LLC for six years. Heartwood Wealth Advisors serves high-net-worth individuals, families, trusts, estates, charitable organizations, small businesses, and employer-sponsored retirement plans, typically working with clients who have at least $2 million in assets. The firm emphasizes capital preservation, cost control, and tax efficiency through tailored asset allocation and broad diversification, offering services including portfolio management, comprehensive financial planning, and retirement plan consulting.

Luke Neice is a Series 65-licensed advisor with Acima Private Wealth LLC in Richmond, VA. He has one year of industry experience, including prior roles at Wells Fargo and Coastal Virginia Wealth Group. Acima Private Wealth LLC advises individuals, high-net-worth families, trusts, family offices, endowments, and small businesses using a disciplined, customized investment approach. The firm manages approximately $420 million across about 59 clients and offers comprehensive portfolio management and family wealth services through its proprietary wrap fee program.

Cameron Malekuti is a financial advisor at Covenant Wealth Advisors in Richmond, VA, holding a Series 65 designation with one year of industry experience. Prior to joining Covenant Wealth Advisors, he worked at Halo Capital Management, Carson Wealth, and Cassaday & Co., and spent nine years in full-time education. 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 with primarily passive mutual funds and ETFs, implements portfolios through a third-party platform with Buckingham, and offers both discretionary and non-discretionary services.

Walter Hurt is a CFP® professional with 21 years of industry experience. He has been with Covenant Wealth Advisors since 2020 and previously worked at Ameriprise Financial Services, Inc. from 2011 to 2020. Walter holds Series 65 and Series 66 licenses. 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 investment approach using primarily passively managed mutual funds and ETFs, and offers both discretionary and non-discretionary client arrangements.

James Gift Jr. is a CFP® with 14 years of industry experience, currently serving as an advisor at Juno Financial Group LLC. His prior work includes roles at Kestra Advisory Services, Kestra Investment Services, and TowneBank. Juno Financial Group LLC provides financial planning and investment advisory services to a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, trusts, estates, non-profits, and foundations. The firm manages approximately $542 million in discretionary assets through a process involving comprehensive financial reviews and tailored portfolio construction using model portfolios, separately managed accounts, and third-party managers.

Kenneth Walker is a financial advisor with The Capital Management Corporation in Glen Allen, VA, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has been with the firm since 2002. The Capital Management Corporation offers discretionary investment management services to individuals, families, foundations, endowments, retirement plans, and corporations. The firm uses fundamental research to tailor portfolios to client objectives and risk guidelines, managing approximately $825 million in assets for around 196 clients.

Michael Kaplan is a financial advisor at Dorsey, Wright & Associates, LLC with four years of industry experience. He holds Series 63 and Series 65 credentials and has been with Dorsey Wright, a Nasdaq company, since 2016. Prior to that, he worked briefly at Sterling National Bank and LPL Financial, LLC in 2016. 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.

Robert Hill Jr. is a CFA® charterholder and Series 65-licensed financial advisor with 15 years of industry experience. He is currently with ACIMA Private Wealth LLC and has been self-employed as an investment consultant since 2017, providing monthly market commentary for clients of Vantage Consulting Group. His prior experience includes roles at VCU Investment Management Co. and Shenandoah Asset Management LLC. ACIMA Private Wealth LLC serves individuals, high-net-worth families, trusts, family offices, endowments, and small businesses, offering discretionary and non-discretionary portfolio management along with comprehensive family wealth services. The firm uses a customized, tax- and fee-sensitive investment approach that combines active and passive strategies and manages approximately $420 million across a concentrated client base.

Margaret Smith is a CFP® professional with 13 years of industry experience, currently serving at Canal Capital Management, LLC in Richmond, VA. She has held managing member roles at multiple Haxall-related entities since 2020. Canal Capital Management, LLC provides discretionary portfolio management, financial planning, tax preparation, and business and real estate consulting to individual, high-net-worth, pension, profit-sharing, and charitable clients. The firm offers tailored investment advice through a regularly meeting Investment Committee and manages private investment funds for qualified investors.

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, LLC in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. Prior to joining Salomon and Ludwin in 2018, she worked for Wells Fargo Advisors Financial Network from 2009 to 2018. She serves on the Michigan State University College of Business Wealth Management Committee. 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 uses a flexible, actively managed approach emphasizing 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.