Catherine Belanger is a CFP®-certified financial advisor with 22 years of industry experience. She is currently with Colonial River Wealth Management LLC and has held previous roles at VOYA Financial Advisors, Inc. and First Choice Financial Services Inc. Outside of her advisory work, she is involved with Diamond Tax Services, LLC, a tax preparation and accounting business. Colonial River Wealth Management provides wealth management, investment management, and financial planning services to individuals, high-net-worth clients, families, trusts, estates, and charitable organizations. The firm manages approximately $464 million on a discretionary basis and employs proprietary quantitative tools alongside a range of investment vehicles to construct client portfolios.

Alishia Dubois is a CFP® professional with four years of industry experience, currently serving at Strathmore Capital Advisors. Her prior experience includes roles at Modera Wealth Management, Bernhardt Wealth Management, AMJ Financial Wealth Management, and Yeske Buie. Strathmore Capital Advisors serves individuals, trusts, endowments, and participant-directed retirement plans with discretionary portfolio management and goals-based financial planning. The firm emphasizes an asset-allocation-driven investment approach using mutual funds and ETFs, supplemented by technology for client service and distinctive offerings such as a synthetic lending strategy and integrated tax-preparation services.

Raymond Hines Jr. is a financial advisor at Barrett Capital Management, LLC with 11 years of industry experience. He holds a Series 65 designation and has worked at Barrett Capital Management since 2014, following an 18-year tenure at Sterling Business. Barrett Capital Management provides fee-based investment advisory and portfolio management services primarily to individuals, including high-net-worth clients, as well as trusts, corporations, and charitable organizations. The firm employs a manager-of-managers approach focused on diversification and capital preservation, utilizing a proprietary Global AI™ quantitative methodology for asset allocation.

Noah Greenbaum is a financial advisor at Canal Capital Management, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has held managing member roles at several related entities including Haxall Point Partners, LLC. Canal Capital Management provides discretionary portfolio management, financial planning, tax preparation, and business and real estate consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm employs an investment committee approach and offers access to private investments and specialized strategies for eligible clients.

James West is a financial advisor at Dorsey, Wright & Associates, LLC with eight years of industry experience. He has worked at Dorsey Wright & Associates since 2017 and previously at Local Finance Solutions dba VML/VACo Finance from 2014 to 2017. 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.

Stephen Fletcher is a CFP® professional with 10 years of industry experience. He currently works at EVOAdvisors, where he has been since 2022, after five years at Bluesky Wealth Advisors, LLC. Stephen holds a Series 65 license and is based in Richmond, VA. EVOAdvisors serves individuals, business owners, trusts, employer retirement plans, and charitable organizations, offering financial planning and portfolio management through fee-only, fiduciary advisory programs. The firm emphasizes evidence-based investment strategies, strategic asset allocation, and broad diversification using no-load mutual funds and ETFs.

Kevin Riley is a financial advisor at Godsey & Gibb Wealth Management in Greenville, SC, holding Series 63 and Series 65 licenses with 33 years of industry experience. He has been with Godsey & Gibb since 2015. Godsey & Gibb Wealth Management serves individual, high-net-worth, and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, tax preparation, and financial education. The firm manages approximately $1.4 billion across 721 clients and integrates tax services and a structured client education program into its investment approach.

Parker Duda is a financial advisor at Carlson Financial with a Series 65 designation and one year of industry experience. Prior to joining Carlson Financial, he worked in education for nine years at various institutions, including James Madison University and multiple middle and high schools. Carlson Financial is a retirement planning and wealth management firm serving individuals, trusts, small businesses, family offices, and institutional clients, managing approximately $632 million in discretionary assets. The firm’s investment approach is centered on a cash-flow–based financial planning process, with portfolios constructed from equities and exchange-traded funds to balance growth and income.

Colton Jones is a financial advisor at SIMA Wealth Partners, LLC with two years of industry experience. He holds a Series 65 designation and has worked within various entities affiliated with SIMA since 2023. SIMA Wealth Partners serves individual investors—including high-net-worth clients—along with pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management, broad-based financial planning, third-party adviser selection, and access to private-market investments, employing a multi-affiliate structure and an approach that combines fundamental and tactical analysis across multiple investment strategies.

Brett Corsello is a CFA® charterholder and holds the Series 66 designation with four years of industry experience. He has worked at Juno Financial Group LLC since 2025 and previously held roles at Kestra Advisory, Kestra Investment Services, EJF Capital, and Fannie Mae. Corsello serves on the board of the Commonwealth Community Trust, where he participates in the finance committee overseeing the budget and investment manager. Juno Financial Group LLC is a team of five advisors managing approximately $542 million in discretionary assets. The firm provides financial planning and investment advisory services to a diverse client base, using tailored asset allocation strategies that include individual equities, fixed income, mutual funds, ETFs, direct indexing, and tax-loss harvesting.

Craig Truitt is a financial advisor with Canal Capital Management, LLC in Richmond, VA, holding Series 63 and Series 65 credentials and having 11 years of industry experience. He is also a managing member of several affiliated entities including Haxall Institutional Partners I and II, Haxall Point II, GP LLC, and East Mountain LLC. Canal Capital Management provides discretionary portfolio management, financial planning, tax preparation, and consulting services to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm uses a committee-based approach focused on asset allocation and analysis, and offers private investment opportunities and fund management services to qualified investors.

Robert Taylor is a financial advisor at Acima Private Wealth LLC in Richmond, VA, holding a Series 65 designation with seven years of industry experience. He has been with Acima Private Wealth since 2017 and previously worked at CSC Leasing Company from 2015 to 2017. Acima Private Wealth LLC advises individuals, high-net-worth families, trusts, family offices, endowments, and small businesses, offering discretionary and non-discretionary portfolio management alongside family wealth services. The firm uses a disciplined, customized, tax- and fee-sensitive approach that combines active and passive strategies and manages approximately $420 million across about 59 client relationships.

Tanya Bird is a CFA® charterholder and holds a Series 65 license with 10 years of experience in the financial industry. She has been with Acima Private Wealth LLC since 2016, working as part of a six-advisor team in Richmond, VA. Acima Private Wealth LLC serves individuals, high-net-worth families, trusts, family offices, endowments, and small businesses by providing discretionary and non-discretionary portfolio management, financial planning, and family wealth services. The firm employs a customized, tax- and fee-sensitive approach that combines active and passive strategies, and it manages approximately $420 million in assets across a concentrated client base.

Randall Dammers III is a financial advisor at Nasdaq Dorsey Wright with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Dorsey, Wright & Associates, a Nasdaq company, since 2016 following a brief tenure at David Lerner Associates, Inc. Nasdaq Dorsey Wright serves individual investors, institutional clients, and financial professionals by providing discretionary investment management alongside research, subscription services, and advisory support. The firm employs a rules-based, technical investment approach centered on Point & Figure charting and relative strength methodologies.

Megan Waters is a CFP® with 17 years of industry experience, currently serving at Covenant Wealth Advisors in Richmond, VA. She has worked at Covenant Wealth Advisors since 2021 and previously spent six years at UBS Financial Services. Covenant Wealth Advisors provides fee-only financial planning and investment management to individuals, families, trusts, estates, endowments, and family businesses. The firm uses a Modern Portfolio Theory-based approach with primarily passive mutual funds and ETFs, offering both discretionary and non-discretionary management tailored to client objectives and risk tolerance.

Scott Storey is a financial advisor with 3Chopt Investment Partners LLC in Richmond, VA, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. His prior roles include positions at Ba Securities, Ralston Creek Capital, and BB&T Securities. Outside of his advisory work, he is a shareholder and board member of Medivisuals LLC and provides business management services to related entities. 3Chopt Investment Partners offers discretionary and non-discretionary portfolio management, financial planning, Outsourced CIO, and family office services to high-net-worth individuals, trusts, foundations, pension plans, and family offices. The firm employs an asset-allocation strategy combining long-term strategic allocations with tactical adjustments, supported by customized Investment Policy Statements and ongoing portfolio oversight.

Andrea Broughton is a financial advisor at WealthCrossing in Richmond, VA, holding a Series 65 designation with 22 years of industry experience. She has been with SBK Financial, Inc. since 2005. WealthCrossing provides customized investment management primarily for high-net-worth individuals and related entities, focusing on strategic, diversified asset allocation with low turnover and disciplined rebalancing. The firm also conducts independent due diligence on investment options and offers specialized services such as tax preparation and planning through CPA representatives.

John King is a Certified Financial Planner® at WealthCrossing with 20 years of industry experience. He has worked at SBK Financial, Inc. since 2004. WealthCrossing is a team-based firm serving primarily high-net-worth individuals and related trusts, estates, and retirement plans. The firm emphasizes customized investment management with diversified asset allocation, independent due diligence, and specialized services including tax-credit investments and tax planning support.

Zachary Agenbroad is a financial advisor at Godsey & Gibb Wealth Management with one year of industry experience. He holds a Series 65 designation and has previously worked at Bloomberg and Wyzant. Zachary also has an academic background at Hampton University. Godsey & Gibb Wealth Management offers comprehensive wealth management services including investment management, financial planning, and tax preparation for individuals, high-net-worth clients, and a variety of institutional clients. The firm manages roughly $1.4 billion and provides integrated tax services and a structured client education program.

Matthew Brennan is a CFP® professional with 21 years of experience in financial advising. He is currently with Covenant Wealth Advisors and previously worked at Acorn Financial Services, Inc., The Strategic Financial Alliance, Inc., and Acorn Financial Advisory Services, Inc. Outside of his advisory role, he manages maintenance and repairs for a rental property. Covenant Wealth Advisors offers fee-only financial planning and investment management to individuals, families, trusts, estates, endowments, and family businesses. The firm employs a Modern Portfolio Theory-based approach using primarily passively managed mutual funds and ETFs, coordinating with third-party managers and employing tools such as Monte Carlo analysis to align portfolios with client goals.