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.

Daniel Morozov is a financial advisor with Mutual of Omaha Investor Services, Inc., holding a Series 66 designation and one year of industry experience. Prior to his current role, he worked at Mutual of Omaha Insurance Company and has experience in law and physical therapy fields. He is also licensed as an insurance agent, specializing in life, health, and annuities. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans through various managed account programs and financial planning services. The firm operates within the Mutual of Omaha group, offering investment solutions alongside broker-dealer and insurance activities.

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.

Virginia Pillow is a financial advisor with Mutual Of Omaha Investor Services, Inc., holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 13 years of industry experience, all with Mutual Of Omaha and its affiliated investor services. In addition to her advisory role, she is also licensed as an insurance agent specializing in life, health, dental, and annuities. Mutual Of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through a platform relationship with Envestnet and operates alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Sarah Harris is a CFP® with 13 years of industry experience. She currently works at Waverly Advisors, LLC and previously held roles at Heartwood Wealth Advisors, SBK Financial, Inc., and Truist Investment Services, Inc. Waverly Advisors is a multi-team registered investment adviser serving individuals, 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 alongside financial planning and retirement consulting services.

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.

Joseph Mcvey is a financial advisor with FourStar Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and over 43 years of industry experience. His prior roles include positions at UBS Financial Services Inc. and Morgan Stanley, where he worked from 2009 to 2019. Outside of his advisory work, he is a co-owner of Cypress Ice, LLC, a retail business focused on vending ice and purified water. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering financial planning, discretionary portfolio management, and retirement-plan consulting. The firm combines fundamental and technical analysis to manage tailored portfolios primarily on a discretionary basis and also operates private funds and pooled investment vehicles.

Rocco Ranieri is a CFA® charterholder with 29 years of industry experience. He is currently an advisor at The London Company of Virginia, where he has worked since 2020. Prior to that, he spent 17 years at Harbor Capital Advisors, Inc. and Harbor Funds Distributors, Inc. The London Company of Virginia is an independently owned, SEC-registered investment adviser managing approximately $16.0 billion in discretionary assets for individuals, high net worth clients, pension plans, foundations, charitable organizations, and other institutional investors. The firm employs a conservative, bottom-up equity approach focused on downside protection and offers multiple concentrated strategies with risk controls.

Paul Deal is a financial advisor at Valeo Financial Advisors, LLC in Richmond, VA, holding the CFP® designation along with Series 63, 65, and 66 licenses. He has 18 years of industry experience with prior roles at Creative Planning, Truist Advisory Services, BB&T Securities, Cary Street Partners, and Davenport & Company LLC. Valeo Financial Advisors is a registered investment adviser managing approximately $13 billion in assets for individuals, families, trusts, estates, charitable organizations, and corporate clients. The firm emphasizes strategic asset allocation with tactical adjustments, employs independent managers where appropriate, and provides both comprehensive financial planning and a simplified model portfolio option.

Tyler Clay is a financial advisor at Mutual of Omaha Investor Services, Inc. with nine years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to his current role since 2018, Tyler worked at Wells Fargo Clearing Services, LLC and Wells Fargo Bank NA. Outside of advising, he serves as COO and is a 50% owner of Triple C Ranch, a family business involved in buying and selling cattle. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement consulting. The firm utilizes a platform relationship with Envestnet and acts as an intermediary between clients and third-party money managers.

Max Gawlik is a financial advisor at The London Company of Virginia with one year of industry experience. He holds a Series 65 designation and has previous work experience outside of finance, including roles at Nike and The Pennsylvania State University. The London Company of Virginia provides discretionary portfolio management services to individual and institutional clients, managing approximately $14.9 billion in assets. The firm employs a conservative, long-term, bottom-up equity approach focused on cash return on tangible capital, free cash flow, and downside protection.

Kathryn Pruitt is a financial advisor at Waverly Advisors, LLC with nine years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and previously worked at Heartwood Wealth Advisors, Wells Fargo Advisors, Davenport & Company LLC, and Legg Mason Wood Walker, Incorporated. She is also a Notary Public in the state of Virginia. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm offers discretionary and non-discretionary portfolio management, combining traditional equity and fixed-income strategies with alternative and private markets allocations.

Tyler Vitale is a financial advisor at Cary Street Partners with two years of industry experience and holds a Series 66 designation. Prior to joining Cary Street Partners, he has held roles at several firms, including Hunter Engineering, Grafana Labs, and Symmetry Financial Group. Outside of his advisory work, he serves as a social media manager for MCE LLC, where he manages lead databases and social media accounts unrelated to investment activities. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to a diverse client base that includes individuals, retirement plans, trusts, corporations, and institutional clients. The firm offers a broad range of investment options and proprietary strategies, with specialized services for institutional clients such as state and municipal government entities and insurance companies.

Michael Smith is a CFP® professional with 29 years of experience in the financial advisory industry. He currently works at RFG Advisory, LLC and has prior experience at Kestra Financial Services, Inc. and Capstone Financial Partners. Smith is also licensed as an insurance agent through Ash Brokerage Insurance Solutions. RFG Advisory provides investment advisory and planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to alternative investments, leveraging a range of model strategies and third-party platforms.

Timothy Mccoy Jr. is a financial advisor at The London Company of Virginia with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with the firm since 2011. The London Company of Virginia is an independently owned, SEC-registered investment adviser managing approximately $16.0 billion in discretionary assets. The firm serves individuals, high net worth clients, pension plans, foundations, charitable organizations, and other institutional investors, employing a conservative, bottom-up equity process focused on downside protection and risk management.

Caleb Vaughan is a CFP®-certified financial advisor at RFG Advisory, LLC with 12 years of industry experience. He previously worked at Kestra Advisory, Kestra Investment Services, Concourse Financial Group, and DMJ Wealth Advisors. Vaughan is also an insurance agent with Ash Brokerage Insurance Solutions, providing variable and health insurance advice. RFG Advisory serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients such as state and municipal entities. The firm primarily offers discretionary portfolio management using model strategies, third-party platforms, and acts as a sub-adviser to Bluemonte ETFs, providing access to alternative investments and retirement technology.

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.

Christopher Milligan is a CFP® and CFA® with 14 years of industry experience. He is currently with Kestra Advisory and previously spent 13 years at Alpha Omega Wealth Management, LLC. Milligan serves on the board of the CFA Society of Virginia, focusing on education and raising awareness of the CFA brand. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, employee education, and investment advice, with approximately $79.8 billion in assets under management.

John Hopper is a financial advisor at Oppenheimer with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Cambridge Investment Research, First Horizon Advisors, and Wells Fargo Clearing. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of advisory and consulting services across equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary management.

Andrew Castellano is a financial advisor at Truist Advisory Services with 29 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Truist Investment Services since 2000 and Truist Advisory Services since 2016. Castellano serves as a trustee for Norfolk Collegiate School, participating in governance decisions for the private school. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary approaches, uses third-party platforms for manager selection and due diligence, and emphasizes inter-affiliate integration across its services.