Lynn Kachel is a financial advisor with Vanderbilt Advisory Services in Rockville, VA, holding Series 63, 65, and 66 licenses and bringing nine years of industry experience. She previously worked at Commonwealth Financial Network for 16 years and has operated her own practice, Lynn M. Kachel, PC, since 1999. Outside of her advisory work, she is a beneficiary of family trusts that hold minority interests in a private beverage distributorship and other entities. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm employs a strategic asset allocation approach combined with fundamental, technical, and charting analysis, offering a range of portfolio management and financial planning services, and maintains formal integration with retirement-plan and benefits firms.

Ashton Pocta is a CERTIFIED FINANCIAL PLANNER™ professional with six years at Valeo Financial Advisors, LLC and four years of prior experience at Virginia Tech. He is based in Richmond, VA. Valeo Financial Advisors is a registered investment adviser serving individuals, families, trusts, estates, charitable organizations, and corporate clients. The firm manages approximately $13 billion in assets, employing a strategic asset allocation approach with tactical adjustments and independent managers when appropriate, while also offering a simplified model portfolio service called Valeo Essentials.

Yulando Wallace is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63, Series 65, and Series 66 licenses and bringing 32 years of industry experience. He previously worked at Lincoln Financial Securities Corporation before joining Mutual of Omaha in 2019. In addition to his advisory role, he provides insurance products including life, health, annuities, and disability coverage, and conducts education workshops for federal employees. Mutual of Omaha Investor Services, Inc. serves individuals, corporations, and qualified retirement plans through financial planning and managed account programs, utilizing platforms like Envestnet and custodians such as Pershing. The firm operates within the broader Mutual of Omaha group alongside broker-dealer and insurance businesses, offering a range of investment advisory and insurance services.

Charles Caravati is a CFA® charterholder with 32 years of industry experience, currently serving as an advisor at Brockenbrough since 1992. He holds Series 63 and Series 65 licenses. 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 offers customized portfolios combining traditional and non-traditional asset classes, employs proprietary and third-party strategies, and manages approximately $4.3 billion in client assets as of December 2024.

Barbour Bussells is a financial advisor at Cary Street Partners with 31 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms, including Dixon, Hubard, Feinour & Brown, Atlantic Union Bank, and Raymond James Financial Services. Cary Street Partners provides 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 niche institutional clients such as state and municipal government entities and insurance companies.

Palmer Garson is a financial advisor at Silvercrest Asset Management Group LLC with 17 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials and has been with Silvercrest since 2014. Outside of his advisory role, Garson serves on several investment committees and boards, including the Tom Haiggai Foundation and the Virginia Foundation of Independent Colleges, where he holds governance and oversight responsibilities. Silvercrest Asset Management Group provides investment management and family-office services to families and select institutional investors such as endowments and foundations. The firm employs a combination of proprietary equity and fixed-income strategies alongside outsourced CIO and quantitative risk analytics, tailoring portfolios to individual client objectives.

Christina Todd is a CFP® with 14 years of industry experience, currently serving at Cary Street Partners since 2017. Her prior experience includes roles at Morgan Stanley and Bb&T Securities. She is a board member of the Finance Department Advisory Board at Pamplin College of Business, Virginia Tech, where she contributes to program development and career placement. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients. The firm utilizes a broad investment menu and proprietary strategies through its affiliated asset manager, serving a diverse client base that includes state and municipal government entities and insurance companies.

Mark Bechtle is a financial advisor with Capitol Securities Management, Inc. in Glen Allen, VA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His career includes roles at Wells Fargo Clearing and Prudential Equity Group, LLC before joining Capitol Securities Management in 2016. Capitol Securities Management serves individual investors—including high-net-worth clients—as well as institutional and corporate clients, retirement plans, trusts, and small businesses. The firm offers portfolio management, comprehensive financial planning, consulting, and various wrap fee programs, operating as both a broker-dealer and registered investment adviser.

Pranay Laharia is a CFA® charterholder with eight years of industry experience. He is currently an advisor at The London Company of Virginia, where he has worked since 2026. Prior to this, he spent 13 years at Barrow Hanley Global Investors. The London Company of Virginia provides discretionary portfolio management to individual and institutional clients through various channels including separately managed accounts and sub-advisory relationships. The firm employs a conservative, long-term, bottom-up equity strategy focused on cash return on tangible capital, free cash flow, and downside protection.

Matthew Shaia is a financial advisor at Brockenbrough in Richmond, VA, with 14 years of industry experience. He holds the Series 66 designation and has been with Lowe Brockenbrough & Company, Inc. and its successor firm since 2013. 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 assets and offers customized portfolios that combine traditional and non-traditional asset classes through proprietary strategies and third-party managers.

Samantha Link is a CFP® and holds a Series 66 license, with 11 years of experience in the financial industry. She has worked at Brockenbrough since 2020 and previously at BB&T Securities from 2015 to 2020. Brockenbrough serves high-net-worth individuals, trusts, foundations, endowments, and other institutional clients with discretionary and non-discretionary investment management and Outsourced Chief Investment Officer (OCIO) services. Founded in 1970, the firm manages approximately $4.3 billion in client assets and offers customized portfolios that blend traditional and non-traditional asset classes through proprietary strategies and third-party managers.

Steven Marascia is a financial advisor at Capitol Securities Management, Inc. with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Capitol Securities since 2009. He also serves as trustee of a family trust. Capitol Securities Management serves individuals, corporate and charitable clients, trustees, and plan sponsors by offering brokerage and investment advisory services alongside financial planning, pension consulting, insurance products, and educational seminars. The firm manages assets through various account types and utilizes a range of investment instruments, with advice delivered by a network of investment adviser representatives.

Laura Settle is a financial advisor at Capitol Securities Management, Inc. with 28 years of industry experience. She holds a Series 66 designation and has been with Capitol Securities Management since 2011. Outside of her advisory role, she works in patient access at Sentara Martha Jefferson Hospital. Capitol Securities Management serves individual investors, institutional and corporate clients, retirement plans, trusts, and small businesses. The firm offers portfolio management, financial planning, consulting, and various wrap fee programs through both discretionary and non-discretionary advisory relationships.

Thomas Cain is a financial advisor at Kovack Advisors, Inc. with 39 years of industry experience. He holds a Series 63 license and has worked at firms including UBS Financial Services and Capital L Group, LLC. Outside of his advisory work, he serves on the board of directors for the VCU Foundation & Children's Hospital and coaches tennis in Richmond, VA. Kovack Advisors, Inc. is a multi-team registered investment adviser with around 260 advisors managing over $6 billion in client assets. The firm serves individuals, pension plans, charitable organizations, banks, and government entities, offering portfolio management, financial planning, and access to sub-advisory programs using both internal and third-party models.

William Sizemore Jr. is a financial advisor at Pinnacle Associates, Ltd. in Richmond, VA, holding Series 63 and Series 65 licenses with 31 years of industry experience. His prior roles include 16 years at Investment Management Of Virginia, LLC and 12 years at Godsey & Gibb Wealth Management. Pinnacle Associates provides discretionary investment management and financial planning services to individuals, families, trusts, corporations, endowments, foundations, pension and profit-sharing plans, and charitable organizations. The firm emphasizes fundamental, bottom-up analysis with a valuation-sensitive, long-term focus, primarily managing portfolios of individual equities and offering strategies through various model portfolios and managed account platforms.

Amy Hogg is a financial advisor at The London Company of Virginia with a Series 65 credential. She has one year of industry experience, including a year at JP Morgan Chase prior to joining her current firm. The London Company of Virginia provides discretionary portfolio management to individual and institutional clients through various vehicles, including separately managed accounts and sub-advisory roles. The firm manages approximately $14.9 billion in assets and employs a conservative, long-term equity investment approach focused on balance-sheet optimization, quantitative screening, and fundamental analysis.

William Hayes is a financial advisor with Thurston Springer Advisors in Richmond, VA, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He previously worked for Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing from 1999 to 2025. Hayes serves as a trustee for the Virginia Retirement System, participating in policy review and oversight of the pension and savings plan. Thurston Springer Advisors serves individual and high-net-worth clients as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, and fiduciary services, utilizing a range of investment strategies from buy-and-hold to active models such as Tactical Momentum and Earnings Momentum.

Daniel Peimer is a financial advisor at Davidson Investment Advisors, Inc. with 20 years of industry experience. He holds the Series 66 designation and has previously worked at Caprin Asset Management and Capitol Securities. Davidson Investment Advisors is an SEC-registered firm offering discretionary and non-discretionary portfolio management services to individuals and institutions. The firm uses a centralized investment team approach that integrates fundamental, quantitative, and qualitative analysis across equity and fixed income strategies, emphasizing active, long-term management with tax-aware services.

Kevin Mautte is a CFP® professional with 17 years of experience in the financial services industry. He currently works at RFG Advisory, LLC and has held positions at firms including Wealthcare Advisory Partners, LPL Financial, Ameriprise Financial Services, Truist Investment Services, and Wells Fargo Clearing. He is also active as a variable insurance agent through Financial Independence Group, Inc. RFG Advisory provides investment advisory and planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, and select institutional clients. The firm offers discretionary portfolio management, financial planning, retirement consulting, and access to alternative investments, utilizing a range of model strategies, third-party platforms, and technology solutions.

Peyton Studebaker is a financial advisor at Davidson Investment Advisors, Inc. with 21 years of industry experience. He holds a Series 65 designation and previously spent 20 years at Caprin Asset Management, Llc. Davidson Investment Advisors is an SEC-registered firm serving individuals and institutions with discretionary and non-discretionary portfolio management. The firm employs a centralized investment process combining fundamental, quantitative, and qualitative analysis across multiple fixed income and equity strategies, emphasizing active, long-term management and tax-related services.