Susan Norfleet is a PFS™ credentialed financial advisor at Waverly Advisors, LLC with four years of industry experience. She has previously worked at Norfleet, Musselman & Company for 20 years and serves as president of Heartwood Tax Consultants, a CPA firm specializing in tax preparation and consulting. Her responsibilities there include financial planning, tax consulting, retirement and estate planning, and employee supervision. Waverly Advisors is a multi-team registered investment adviser serving individual clients, 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 along with financial planning and multi-family office services.

Virginia Fix is a CFP® professional with Valeo Financial Advisors, LLC in Richmond, VA. She has been with Valeo since 2023 and has prior experience at Wealth Enhancement Group and multiple roles at Virginia Tech. Valeo Financial Advisors provides comprehensive financial planning and investment management services to individuals, families, and institutional clients. The firm uses a strategic asset-allocation approach complemented by tactical adjustments and offers specialized services including pro-bono planning for non-profits.

Samuel Williams is a financial advisor at Forum Financial Management, LP with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Ohio National Financial Services and Northwestern Mutual. Outside of his advisory role, he serves on the Board of Trustees for Trinity Episcopal School in Richmond, VA. Forum Financial Management, LP provides fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients. The firm also acts as a sub-advisor and turnkey asset management platform for independent RIAs, managing portfolios primarily using DFA institutional mutual funds and ETFs within a Modern Portfolio Theory framework.

Nathaniel Robinson is a CFP® certificant with nine years of industry experience. He currently works at CW Advisors, LLC and has prior experience at Campbell Wealth Management, Inc. and CG Advisory Services. Before his financial advisory career, he worked with the Colorado Springs Switchbacks. CW Advisors serves a diverse client base including individuals, high-net-worth families, 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 wealth management, family office, retirement plan advisory, and sub-advisory 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.

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.

Ronald Bell Jr. is a financial advisor at Cornerstone Wealth Management, LLC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Cornerstone Wealth Management and LPL Financial since 2013. Cornerstone Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm uses a multi-brand operating model supported by LPL platform programs and technology to deliver tailored investment advice and asset management services.

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.

Sarah Harris is a CFP® with 13 years of industry experience, currently with Waverly Advisors, LLC. She previously worked at Heartwood Wealth Advisors for five years and SBK Financial, Inc. for seven years. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private-markets allocations, offering both discretionary and non-discretionary portfolio management along with financial planning and retirement plan consulting services.

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.

Michael Rawls is a financial advisor with CG Advisory Services in Richmond, VA, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. His prior work includes eight years at VALIC Financial Advisors and five years at both Capital Asset Advisory Services, LLC and CG Financial Services. He serves on the board of the American Heart Association in a non-compensated capacity. CG Advisory Services is an SEC-registered firm that provides discretionary portfolio management and financial planning for individuals, pension plans, charitable organizations, and corporate clients. The firm employs model-driven investment strategies with oversight from an Investment Committee and incorporates AI tools alongside fundamental and technical research to tailor portfolios to client objectives.

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.

Paul Deal is a CFP® professional with 18 years of experience in the financial services industry. He is currently with Valeo Financial Advisors, LLC and has previously worked at Creative Planning, LLC, Truist Advisory Services, and BB&T Securities. Valeo Financial Advisors is a registered investment adviser managing approximately $13 billion in client assets, serving individuals, families, trusts, estates, charitable organizations, and corporate clients. The firm focuses on strategic asset allocation with tactical adjustments, employs independent managers when appropriate, and provides both comprehensive financial planning and a simplified model portfolio option called Valeo Essentials.