Charles Perkins is a CFA® charterholder based in Richmond, VA, with six years of industry experience. He has been with The London Company of Virginia since 2019, with prior roles at PlusTick Partners and the University of Virginia Darden School of Business. The London Company of Virginia provides discretionary portfolio management to individual and institutional clients through a variety of investment vehicles, managing approximately $14.9 billion in assets. The firm employs a conservative, long-term, bottom-up equity approach that combines quantitative screening with fundamental analysis and emphasizes downside protection.

Daniel Bird III is a financial advisor at StoneX Advisors Inc. in Richmond, VA, holding Series 63 and Series 65 licenses with 30 years of industry experience. He has worked at StoneX Advisors and StoneX Securities since 2017 and previously spent one year with Wells Fargo Clearing. Outside of his advisory role, he serves as a power of attorney for his father. StoneX Advisors Inc. provides portfolio management, financial planning, ERISA plan consulting, and related services to individuals, corporations, retirement plans, and charitable organizations. The firm uses both advisor-managed and model-based investment solutions and supports a range of account structures through platforms such as Envestnet and Advyzon.

Jamie Malone is a financial advisor at CW Advisors, LLC with 16 years of industry experience. He holds the CFP® and CFA® designations. Prior to joining CW Advisors in 2024, he spent 14 years at Agili, P.C. CW Advisors, LLC is a multi-team firm that offers investment management, comprehensive wealth management, financial planning, and family office services to a diverse client base including individuals, trusts, estates, charitable organizations, and business entities. The firm employs a Core-and-Satellite investment approach utilizing active, passive, quantitative, and ESG strategies, and provides services to other registered investment advisers as well as managing pooled vehicles and private funds.

Natan Mc Kenzie is a Series 66-licensed financial advisor with four years of industry experience. He currently works at Navy Federal Investment Services, LLC and previously held roles at Centaurus Financial Inc. and New York Life. Outside of advising, he is co-owner of Pix R Us, a photo booth service company. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options primarily through managed advisory programs that utilize third-party portfolio managers.

Colleen Dixon is a financial advisor with First Citizens Investor Services, Inc. in Richmond, VA, holding Series 63 and Series 65 licenses and bringing five years of industry experience. Her prior roles include positions at Wells Fargo, Bank of America, and PNC Bank. She also serves as an institutional consultant at First Citizens Asset Management, where she advises clients on investment management and retirement plans. First Citizens Investor Services, Inc. provides investment advisory and brokerage services to a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm uses a combination of risk- and outcomes-based asset allocation, discretionary and non-discretionary management, and third-party managers, supported by integrated banking resources through its affiliation with a bank holding company.

Robert Wainscott is a financial advisor with The London Company of Virginia, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has been with The London Company of Virginia since 2014. Outside of his advisory role, he is a member of Posey LLC, a non-investment-related business. The London Company of Virginia is an independently owned, SEC-registered investment adviser managing approximately $16 billion in discretionary assets for individuals, high net worth clients, pension plans, foundations, charitable organizations, and other institutions. The firm employs a conservative, bottom-up equity process focused on downside protection, offering multiple concentrated and international equity strategies with risk controls and extensive intermediary distribution.

Dennis Perkins Jr. is a Series 66-credentialed advisor with 22 years of industry experience. He has been with Prospera Financial Services, Inc. since 2009 and previously worked at MICG Investment Management, LLC from 2004 to 2009. Outside of his advisory role, he is co-owner of an insurance agency, PricePerkins LLC, and serves on the stewardship committee as well as acting as a trustee, power of attorney, and executor for Gwathmey Baptist Church. Prospera Financial Services, Inc. is a multi-team firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to various advisory programs through multiple platforms.

Jeffrey Burgess is a financial advisor at Compass Financial Management LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise for 17 years and Burgess Wealth Advisory for 10 years, where he served as president and owner. Compass Financial Management serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing discretionary investment management, retirement-plan consulting, and participant education. The firm employs a range of investment strategies including fundamental, technical, and cyclical analysis and offers both internally managed model portfolios and third-party manager solutions.

Adam Price is a financial advisor at Prospera Financial Services, Inc. He holds a Series 66 designation and has one year of industry experience. His prior work includes various roles at Liberty University and Nasdaq Dorsey Wright. Prospera Financial Services 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 business entities, offering financial planning and portfolio management through multiple advisory programs and platforms.

Elizabeth Sening is a Series 65 licensed advisor with Triad Wealth Partners, LLC, based in Glen Allen, VA. She has seven years of experience at Prosperity Growth Strategies and four years prior experience at Hometaker. Triad Wealth Partners serves individual and institutional clients through a network of independent Investment Adviser Representatives and a Turnkey Asset Management Platform, providing discretionary portfolio management, access to third-party managers, model portfolios, and financial planning. The firm combines a multi-team structure with an investment committee overseeing strategic asset allocation and manager due diligence.

Andrew Wetzel is a financial advisor at The London Company of Virginia with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with the firm since 2012. The London Company of Virginia is an independently owned, SEC-registered investment adviser managing approximately $16 billion in discretionary assets. The firm serves individuals, high net worth clients, pension plans, foundations, and other institutional investors using a conservative, bottom-up equity process focused on downside protection and risk-controlled strategies.

Roland Dortch is a financial advisor with HBW Advisory Services LLC in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His career includes roles at Silver Oak Securities, Inc., Cetera Wealth Services, LLC, and extensive work with HBW-affiliated entities since 2002. He also operates the Roland H. Dortch Company, an independent financial professional practice. HBW Advisory Services manages approximately $1.75 billion in client assets and offers asset management, financial planning, and consulting to individuals, families, charitable organizations, businesses, and retirement plans. The firm uses a blended investment approach with third-party money managers and emphasizes a high client load per advisor along with institutional and intermediary services.

Joshua Bowers is a CFP® professional at Valeo Financial Advisors, LLC with one year of industry experience. Prior to joining Valeo, he worked at FieldCore and held positions at Virginia Tech and Atlee High School. 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 local non-profits.

Tricia Mustico is a financial advisor at Waverly Advisors, LLC with 21 years of industry experience. She holds a Series 66 designation and previously worked at Heartwood Wealth Advisors LLC and Wells Fargo Advisors. Outside of her advisory role, she is a commissioned notary public in the state of Virginia. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individual clients, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and provides a range of services including financial planning, retirement plan consulting, and multi-family office services.

Christopher Harper is a CFA® charterholder with six years of experience at The London Company of Virginia. He has worked exclusively at the firm since 2014. The London Company of Virginia manages approximately $14.9 billion in discretionary assets for individual and institutional clients using a conservative, long-term, bottom-up equity approach that incorporates quantitative screening and fundamental analysis. The firm delivers portfolio management through separately managed accounts, sub-advisory roles, and collective investment vehicles.

Michael Lanotte is a financial advisor at The London Company of Virginia with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with the firm since 2014. The London Company of Virginia is an independently owned, SEC-registered investment adviser managing approximately $16.0 billion in discretionary assets for individuals, high net worth clients, pension plans, foundations, charitable organizations, and other institutional investors. The firm employs a conservative, bottom-up equity process focused on downside protection and offers multiple concentrated and international equity strategies with explicit risk controls.

Stephen Clarke is a financial advisor at Waverly Advisors, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Heartwood Wealth Advisors LLC and Wells Fargo Advisors. Clarke has a partial ownership interest in Scotch Hills World Wide LLC, an investment venture focused on real estate and private investments. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering both discretionary and non-discretionary portfolio management alongside financial planning and retirement consulting services.

John Bocock is a Series 65-licensed financial advisor at Pinnacle Associates, Ltd. with 26 years of industry experience. He worked at Investment Management of Virginia for 23 years before joining Pinnacle Associates in 2023. Pinnacle Associates provides discretionary investment management and financial planning services to individuals, families, trusts, corporations, and various institutions. The firm emphasizes fundamental, bottom-up analysis with a long-term, valuation-sensitive approach, primarily focusing on individual equities while also offering a range of equity strategies and model portfolios.

Raymond Reibel is a financial advisor at Cary Street Partners with 22 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Cary Street Partners since 2018. Prior to that, he was with Edelman Financial Services and Wealthcare Capital Management. Cary Street Partners offers discretionary and non-discretionary investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, trusts, corporations, and institutional clients. The firm utilizes a broad range of investment options and proprietary strategies, serving specialized institutional niches such as state and municipal government entities and insurance company clients.

Robert Campbell III is a financial advisor with Capitol Securities Management, Inc. in Chesterfield, VA. He holds a Series 66 designation and has 18 years of industry experience, including 17 years at Capitol Securities. Outside of his advisory role, he acts as a referral resource for healthcare benefits programs through a professional relationship with TPA Benefits. Capitol Securities Management serves individual, corporate, and charitable clients, providing brokerage, investment advisory services, and comprehensive financial planning. The firm offers access to separately managed accounts, wrap fee programs, third-party money managers, and employs a variety of investment instruments tailored to client-specific policies.