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 worked at Dorsey, Wright & Associates, a Nasdaq company, since 2016. Nasdaq Dorsey Wright serves individual and institutional clients, offering discretionary investment management alongside impersonal research, consulting, and model portfolio licensing. The firm employs a rules-based, technical investment approach focused 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.

Kevin Seay is a CFP® with 15 years of industry experience. He has been with Kanawha Capital Management, LLC since 2016, where he works as part of a four-advisor team. Kanawha Capital Management provides discretionary and non-discretionary investment management and financial-planning services, primarily focusing on retirement rollovers. The firm serves a diverse client base, including individuals, trusts, charitable organizations, and corporate entities, using a combination of fundamental, technical, and cyclical analysis in its investment approach.

Russell Munn is a CFP® professional with seven years of industry experience, currently serving as an advisor at Hermitage Wealth. His prior roles include positions at Royal Alliance Associates and OSAIC. He is the sole owner of MUNN-CRAFTON, LLC, which manages his disability and health insurance activities. Hermitage Wealth provides investment advisory, retirement plan consulting, and financial planning services to corporations, plan sponsors, and individual clients. The firm emphasizes due diligence on third-party money managers and offers both discretionary and non-discretionary portfolio management alongside retirement plan consulting services.

Noelle Moser is a financial advisor at Verus Financial Partners with a Series 65 designation and two years of industry experience. Before joining Verus, she spent five years at Virginia Polytechnic Institute and State University and four years at Allentown High School. Verus Financial Partners provides discretionary investment management, financial planning, and tax preparation services primarily to individuals and families, including high-net-worth clients. The firm focuses on fundamental analysis and employs a mix of long- and short-term strategies, allocating assets mainly among mutual funds and exchange-traded funds.

Christopher Cosby is a CFP® with 14 years of experience in the financial services industry. He is currently with Hermitage Wealth and has held roles at Strategic Design Group and OSAIC. Outside of his advisory work, he serves as Vice President of Strategic Design Group, a non-investment related LLC. Hermitage Wealth provides investment advisory, retirement plan consulting, and financial planning services to plan sponsors, corporations, and individuals. The firm emphasizes selecting and monitoring third-party money managers and offers discretionary and non-discretionary portfolio management alongside retirement plan consulting and fixed-fee financial planning.

Robert Redmond is a CFA charterholder with 23 years of industry experience. He has been with Redmond Asset Management, LLC since 2005. The firm provides discretionary and non-discretionary portfolio management and limited financial planning for individual and institutional clients, utilizing a long-term, bottom-up fundamental investment process focused on identifying high-quality companies across various equity strategies and fixed-income approaches.

Joseph Britt is an advisor at Carlson Financial with a Series 65 designation and no prior industry experience. Before joining Carlson Financial in 2026, he worked in education at James Madison University and various high schools from 2015 to 2026. Carlson Financial is a retirement planning and wealth management firm serving individuals, trusts, small businesses, family offices, and institutional clients. The firm manages approximately $632 million in discretionary assets for about 1,100 client households through a ten-advisor team, employing a cash-flow–based financial planning process and portfolios primarily constructed of equities and exchange-traded funds.

Theodore Brown is a financial advisor at Cary Street Partners Asset Management with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Luxon Asset Management since 2017. Brown has been with Cary Street Partners LLC since 2007. Cary Street Partners Asset Management provides discretionary third-party asset management and sub-advisory services to a broad client base, including individuals, high-net-worth clients, and institutional investors. The firm uses a combination of quantitative asset allocation and fundamental analysis to manage portfolios, serves as investment adviser to an actively managed ETF, and participates in wrap fee and model programs.

Craig Lefeber is a financial advisor with Bright Futures Wealth Management, LLC in Glen Allen, VA, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His prior experience includes 12 years at Cetera Advisors LLC. He also holds a fixed insurance license and sells fixed life, disability, annuity, and long-term care insurance. Bright Futures Wealth Management provides portfolio management, financial planning, and pension consulting services to individuals, accredited investors, trusts, entities, and retirement plans. The firm serves both non-high-net-worth and high-net-worth clients with discretionary and non-discretionary services and employs a variety of analytical methods and investment strategies.

Veronica Rodgers is a financial advisor with The Wealth Boutique in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. Prior to joining The Wealth Boutique, she worked at Janney Montgomery Scott and Wells Fargo Advisors. Outside of her advisory role, she owns Carnelian Wealth Solutions, where she provides life and spirituality coaching focused on helping mothers reduce stress and achieve spiritual satisfaction. The Wealth Boutique is a seven-advisor team managing approximately $94 million for individuals, multi-generational families, trusts, and high-net-worth clients. The firm offers holistic financial planning and discretionary portfolio management with a financial-planning-led, goals-based approach that incorporates fundamental and technical analysis.

Kent Leafstedt is a financial advisor with Juno Financial Group LLC in Richmond, VA. He holds a Series 65 designation and has one year of industry experience. His prior roles include positions at The Monument Companies and Joyner, Kirkham, Keel & Robertson, P.C. Juno Financial Group LLC provides financial planning and investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, trusts, estates, non-profits, and foundations. The firm manages approximately $542 million in discretionary assets for about 305 client relationships, employing tailored asset allocation through model portfolios, separately managed accounts, and third-party managers.

Julie Waitman is a financial advisor with Verus Financial Partners in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Verus Financial Partners since 2012. Outside of her advisory role, Ms. Waitman serves as chair of the investment committee for Westover Episcopal Church, a volunteer position she has held since 2004. Verus Financial Partners serves primarily individuals and families, including high-net-worth clients, offering discretionary investment management along with financial and tax planning services under separate agreements. The firm emphasizes fundamental analysis and actively manages portfolios using mutual funds and exchange-traded funds, with distinctive use of Dimensional Fund Advisors funds and independent proxy-voting services.

Jeffrey Lear is a financial advisor with Barrett Capital Management, LLC, holding a Series 65 designation and six years of industry experience. Prior to joining Barrett Capital Management in 2019, he worked at GreenMile from 2012 to 2018. Outside of his advisory role, he serves as a Regional Sales Director for Demisto, a Palo Alto Networks company, focusing on cloud security orchestration platform sales. Barrett Capital Management provides fee-based investment advisory and portfolio management primarily to individuals, trusts, corporations, and charitable organizations. The firm employs a manager-of-managers approach with an emphasis on diversification and capital preservation, utilizing both fundamental and technical analysis alongside a proprietary Global AI™ quantitative methodology.