Jeffrey Meck is a financial professional at RiverFront Investment Group, LLC with a Series 66 designation and approximately one year of industry experience. His prior work includes roles at Cetera and North Star Resource Group. Meck has experience providing financial services at North Star Resource Group. RiverFront Investment Group delivers investment management services to individual investors, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm uses a valuation framework combined with tactical asset allocation and global security selection to manage portfolios through customized solutions and model delivery platforms.

Kathryn James is a financial advisor at Prospera Financial Services, Inc. with three years of industry experience. She holds a Series 66 designation and previously worked at Statusphere, Lamar Advertising, and The Scout Guide Magazine. Kathryn is involved with Jamestowne Investments, where she assists with marketing, social media planning, and website updates. 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, portfolio management, and access to various advisory programs and platforms.

William Ryder is a CFA® charterholder with 32 years of industry experience. He is currently with RiverFront Investment Group, LLC, where he has worked since 2016. His prior experience includes roles at Alps Distributors, Inc. and Wells Fargo Clearing. RiverFront Investment Group provides investment management services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm uses a valuation framework combined with tactical asset allocation and security selection across global fixed income and equities, implementing strategies through various model delivery platforms and customized portfolio solutions.

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.

Taylor Bryan is a CFA® charterholder with seven years of industry experience, currently serving as an Associate Portfolio Manager at RiverFront Investment Group, LLC in Richmond, VA. He has worked at RiverFront since 2017 with a break for education at the University of Virginia and has also held a registered representative role at ALPS Distributors. Bryan serves on the CFA Society of Virginia Leadership Advisory Council. RiverFront Investment Group provides investment management services to individual investors, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a valuation-based Price Matters® framework combined with tactical asset allocation and global security selection, delivering strategies through various platforms including separately managed accounts and unified managed accounts.

Peter Quinn Jr. is a financial advisor at RiverFront Investment Group, LLC with 40 years of industry experience. He has held roles at RiverFront since 2016 and previously worked at Alps Distributors, Inc. and Davenport & Company LLC. Outside of his advisory work, he serves on the board of the Virginia Institute of Marine Science Foundation. RiverFront Investment Group provides investment management services to individual investors, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm utilizes a Price Matters® valuation framework combined with tactical asset allocation and global security selection, offering portfolios through wrap-fee programs and custom solutions.

Kristen Secor is a financial advisor at OnePoint BFG Wealth Partners with four years of industry experience. She holds the ChFC® and Series 63 designations. Her career background includes roles at Northwestern Mutual Wealth Management and Investment Services, as well as earlier experience with Jeffrey Miller. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individual investors, business entities, retirement plans, trusts, estates, and charitable organizations, utilizing a mix of third-party managers, proprietary investment models, and technology integrations.

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.

Christopher Konstantinos is a CFA® charterholder with 22 years of industry experience, currently serving as Chief Investment Strategist and Managing Partner at RiverFront Investment Group, LLC. His career includes extensive tenure at RiverFront and Alps Distributors, Inc., with additional experience at Wells Fargo Clearing. Outside of his advisory role, he serves as Treasurer for the Children’s Home Society of Virginia, advising on investments, and consults on vintage car acquisition. 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, delivering portfolios through various model and customized solutions.

Charles Hill Jr. is a CFP® professional with 13 years of industry experience, currently serving at Heritage Wealth Advisors in Richmond, VA. He has been with Heritage Wealth Advisors since 2005. 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 involves customized asset allocations tailored to client needs and includes management of private funds through affiliated entities.

Jason Ardito is a financial advisor at Cary Street Partners with 19 years of industry experience. He holds Series 63 and Series 66 registrations and has been with Cary Street Partners since 2011. The firm provides discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individual investors, charitable organizations, corporations, and retirement plans. Cary Street Partners offers portfolio management, financial and retirement planning, access to alternative and private fund vehicles, and lending and insurance solutions, utilizing both third-party managers and proprietary strategies.

Calvin Hyde is a financial advisor at Jefferies Investment Advisers LLC with two years of industry experience. He holds Series 66 and Series 63 licenses. Outside of advising, he manages finances and accounting for Seal Potter LLC, a business that sells nutrition and supplement products on eCommerce platforms. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals and entities, offering a collaborative, customized planning process that includes cash flow, tax, estate, and philanthropic planning among other topics.

William Murray is a financial advisor with Cary Street Partners, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has been with Cary Street Partners since 2015. Outside of his advisory role, Murray serves on the boards of the Fredericksburg Academy and the James Monroe Museum & Memorial Library, and he is involved with multiple real estate investment entities. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individual investors, charitable organizations, corporations, and institutions. The firm offers portfolio management, financial and retirement planning, access to alternative investments, and proprietary strategies through its affiliated asset manager.

Kaetlin Collins is a CFA® charterholder with eight years of industry experience. She is currently an associate portfolio manager at RiverFront Investment Group, LLC, where she has worked since 2018. Prior to joining RiverFront, she was employed at Kinsale Insurance Company. Collins serves on the finance committee of Richmond ToolBank, a nonprofit tool lending organization, where she helps create and manage the investment policy. RiverFront Investment Group provides investment management to individual investors, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm uses its Price Matters® valuation framework combined with tactical asset allocation and security selection, implementing strategies through various platforms and making use of ETFs, options, and tax-management overlays.

John Pandtle is a CFA charterholder with experience at Cary Street Partners and Seneca House Advisors, as well as a background as a private investor and a four-year tenure with the Abu Dhabi Investment Authority. He has been with Cary Street Partners since 2026. Cary Street Partners serves a diverse client base, including individuals, corporations, trusts, and institutional clients, offering portfolio management, financial planning, and access to proprietary and third-party investment strategies. The firm integrates AI tools in its research and portfolio modeling while maintaining human oversight in final decisions.

Amelia De Decker is a financial advisor at Cary Street Partners in Richmond, VA, holding a Series 66 designation. She has less than one year of industry experience with Cary Street Partners and prior roles including positions at Virginia Tech and other local organizations. Cary Street Partners serves a wide range of clients, including individuals, corporations, trusts, and retirement plans, offering portfolio management, financial planning, and access to proprietary investment strategies supported by AI tools and third-party managers.

Henry Walker is a financial advisor at RiverFront Investment Group, LLC with four years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining RiverFront in 2026, he worked at BTS Asset Management, Highland Associates, iCapital Markets LLC, Institutional Capital Network, SIMON Markets LLC, and BancorpSouth. RiverFront Investment Group provides investment management to individual investors, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm’s approach combines a valuation framework with tactical asset allocation and security selection across global fixed income and equities, implementing strategies through various managed account platforms and model portfolios.

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.

Kelly Spelsberg is a financial advisor at Truist Advisory Services with 11 years of industry experience. She holds a Series 66 designation and has worked at Truist Advisory Services and Truist Investment Services since 2021, following a decade at BB&T Securities. Based in Richmond, VA, she serves clients through the enterprise-level firm. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Elizabeth Brown is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation with four years of industry experience. Her prior work includes roles at Altria-U.S. Smokeless Tobacco and NuMark, LLC. Davenport & Company serves individual and institutional clients with a range of services including asset management, retail brokerage, fixed income, public finance, and investment banking and advisory. The firm features dedicated portfolio teams and offers separately managed accounts, mutual funds, and municipal bond strategies, operating as an employee-owned company with a history dating back to 1863.