Reginald Pickral is a financial advisor at Pinnacle Associates, Ltd. with 19 years of industry experience. He holds the Series 66 and Series 65 designations and has worked at Pinnacle Associates since 2023, following several years at Investment Management of Virginia, LLC. Pinnacle Associates provides discretionary investment management and financial planning services to a diverse client base, including individuals, families, trusts, corporations, and charitable organizations. The firm focuses on fundamental, bottom-up equity analysis with a long-term valuation-sensitive approach and offers its strategies through various platforms including model portfolios and unified managed accounts.

Austin Brockenbrough IV is a CFA® charterholder with 24 years of industry experience, currently serving at Brockenbrough in Richmond, VA. He has been with Lowe, Brockenbrough & Company, Inc. since 1998. Outside of financial advising, he is chairman of the board for Green Top Sporting Goods and a partner in Truth Reels, LLC, a fishing reel manufacturer. 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 customized portfolios using both proprietary strategies and third-party managers, and it sponsors multiple affiliated pooled investment vehicles including the Jamestown Equity Fund.

Stephen Owen is a CFA® charterholder with 21 years of industry experience. He has worked at The London Company of Virginia since 2020 and previously spent 13 years at Touchstone Securities, Inc. and IFS Financial Services, Inc. in Richmond, VA. The London Company of Virginia is an independently owned, SEC-registered investment adviser managing approximately $16.0 billion in discretionary assets. The firm provides equity portfolio management to individuals, high net worth clients, pension plans, foundations, charitable organizations, and institutional investors, employing a conservative, bottom-up equity process focused on downside protection.

Daniel Morozov is a financial advisor with Mutual of Omaha Investor Services, Inc., holding a Series 66 designation and one year of industry experience. Prior to his current role, he worked at Mutual of Omaha Insurance Company and has experience in law and physical therapy fields. He is also licensed as an insurance agent, specializing in life, health, and annuities. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans through various managed account programs and financial planning services. The firm operates within the Mutual of Omaha group, offering investment solutions alongside broker-dealer and insurance activities.

Christopher Culbertson is a CFA® charterholder with nine years of industry experience. He is currently with Brockenbrough in Richmond, VA, where he has worked since 2019. Prior to that, he was with Verger Capital Management LLC from 2014 to 2018. Brockenbrough provides discretionary and non-discretionary investment management and Outsourced Chief Investment Officer (OCIO) services to high-net-worth individuals, trusts, foundations, endowments, and other institutional clients. Founded in 1970, the firm manages approximately $4.3 billion in client assets and offers customized portfolios using a blend of traditional and non-traditional asset classes alongside proprietary and third-party strategies.

Virginia Pillow is a financial advisor at Mutual Of Omaha Investor Services, Inc. with 13 years of industry experience. She holds the ChFC® designation along with Series 65 and Series 63 licenses. In addition to her advisory role, she is an insurance agent specializing in life, health, dental, and annuities. Mutual Of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm works primarily through a platform relationship with Envestnet and integrates broker-dealer and insurance distribution services within the Mutual of Omaha group.

Timothy Nasworthy is a CFP® with 14 years of industry experience currently advising at MissionSquare Retirement. He has held roles at Icma Rc, Pie-Tech Inc, Teleperformance USA, and Arsenal Financial Group LLC. He serves on the Investment Committee of Christ Church Episcopal, where he is involved in reviewing and voting on investment decisions for the church’s endowment fund. MissionSquare Retirement serves state and local government employers, employees, and certain nonprofits by administering deferred compensation and qualified retirement plans with comprehensive plan administration, recordkeeping, and advisory services. Its Guided Pathways program offers personalized investment advice and managed accounts developed by Morningstar Investment Management and supports over 40,000 participants through a multi-team advisory structure.

Rocco Ranieri is a CFA® charterholder with 29 years of industry experience. He is currently an advisor at The London Company of Virginia, where he has worked since 2020. Prior to that, he spent 17 years at Harbor Capital Advisors, Inc. and Harbor Funds Distributors, Inc. 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 approach focused on downside protection and offers multiple concentrated strategies with risk controls.

Tyler Clay is a financial advisor at Mutual of Omaha Investor Services, Inc. with nine years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to his current role since 2018, Tyler worked at Wells Fargo Clearing Services, LLC and Wells Fargo Bank NA. Outside of advising, he serves as COO and is a 50% owner of Triple C Ranch, a family business involved in buying and selling cattle. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement consulting. The firm utilizes a platform relationship with Envestnet and acts as an intermediary between clients and third-party money managers.

Max Gawlik is a financial advisor at The London Company of Virginia with one year of industry experience. He holds a Series 65 designation and has previous work experience outside of finance, including roles at Nike and The Pennsylvania State University. The London Company of Virginia provides discretionary portfolio management services to individual and institutional clients, managing approximately $14.9 billion in assets. The firm employs a conservative, long-term, bottom-up equity approach focused on cash return on tangible capital, free cash flow, and downside protection.

Tyler Vitale is a financial advisor at Cary Street Partners with two years of industry experience. He holds a Series 66 license and previously worked in various roles outside of finance, including social media management for MCE LLC. Cary Street Partners serves a diverse client base, including individuals, corporations, trusts, and institutional clients, offering portfolio management, financial planning, and affiliated proprietary investment strategies supported by both human oversight and AI tools.

Michael Smith is a CFP® with 29 years of industry experience, currently serving as an advisor at RFG Advisory, LLC. His prior roles include positions at Kestra Financial Services, Inc. and Capstone Financial Partners. He is also licensed as an insurance agent through Ash Brokerage Insurance Solutions. RFG Advisory is a multi-team registered investment adviser managing approximately $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a mix of actively managed and passive strategies, direct indexing, and tax-aware approaches, and is notable for its role as sub-adviser to the Bluemonte family of ETFs and its capability to manage assets for investment companies.

Timothy Mccoy Jr. is a financial advisor at The London Company of Virginia with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with the firm since 2011. The London Company of Virginia is an independently owned, SEC-registered investment adviser managing approximately $16.0 billion in discretionary assets. The firm serves individuals, high net worth clients, pension plans, foundations, charitable organizations, and other institutional investors, employing a conservative, bottom-up equity process focused on downside protection and risk management.

Caleb Vaughan is a CFP® with 12 years of industry experience and is currently affiliated with RFG Advisory, LLC. His prior roles include positions at Kestra Advisory and Concourse Financial Group. Vaughan also holds an insurance license with Ash Brokerage Insurance Solutions, where he provides variable and health insurance advice. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for over 17,000 clients. The firm serves individuals, high-net-worth households, trusts, retirement plans, and institutional accounts, offering portfolio management, financial planning, retirement plan consulting, and access to alternative investments and model strategies.

Richard Skeppstrom II is a financial advisor with Brockenbrough in Richmond, VA, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. He has been with Lowe Brockenbrough & Company, Inc since 2015. Skeppstrom serves on the VCU Engineering School Investment Committee, a role he has held since 2014. Brockenbrough provides discretionary and non-discretionary investment management and Outsourced Chief Investment Officer (OCIO) services to high-net-worth individuals, trusts, foundations, endowments, and other institutional clients. The firm manages approximately $4.3 billion in assets and offers customized portfolios that blend traditional and non-traditional asset classes using both proprietary strategies and third-party managers.

John Hopper is a financial advisor at Oppenheimer with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Cambridge Investment Research, First Horizon Advisors, and Wells Fargo Clearing. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of advisory and consulting services across equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary management.

Andrew Castellano is a financial advisor at Truist Advisory Services with 29 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Truist Investment Services since 2000 and Truist Advisory Services since 2016. Castellano serves as a trustee for Norfolk Collegiate School, participating in governance decisions for the private school. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary approaches, uses third-party platforms for manager selection and due diligence, and emphasizes inter-affiliate integration across its services.

Ryan Berry is a financial advisor with Truist Advisory Services in Richmond, VA. He holds the Series 66 designation and has three years of industry experience. His prior roles include positions at SouthState Bank, LPL Financial, and a long tenure at BB&T. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, and fiduciary support, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools and inter-affiliate integration.

Kendall Avery is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Oppenheimer & Co since 2011, following positions at RBC Capital Markets and Ferris, Baker Watts, LLC. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a broad range of investment programs and advisory services, including discretionary and non-discretionary management, strategic asset allocation, and retirement consulting.

Eric Wolf is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His prior work includes roles at Charles Schwab and LPL Financial. In addition to advisory services, Mr. Wolf holds an insurance license and may recommend insurance products on a commission basis, separate from his investment advisory work. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, retirement consulting, and access to various advisory programs. The firm employs a fiduciary model using both in-house and third-party managers, supported by technology platforms and a range of investment strategies.