Kyle Matthews is a CFA® charterholder with 14 years of experience in the financial services industry. He is currently an advisor at OnePoint BFG Wealth Partners and has previously worked at firms including Northwestern Mutual, Citi, Oppenheimer and Co, and Alger. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs a combination of proprietary investment models, third-party managers, and custodian-sponsored programs, with most client assets managed on a discretionary basis.

Francis Pineno is a CFA® charterholder with 30 years of industry experience. He has been with Dakota Wealth, LLC since 2022 and previously spent 28 years at Pineno & Levin Asset Management, Inc. located in Richmond, VA. Dakota Wealth, LLC serves a diverse client base including high net worth individuals, trusts, foundations, and business enterprises, offering wealth management, investment management, financial planning, and retirement plan advisory services. The firm builds customized, primarily long-term portfolios using a range of investment vehicles and maintains an active role as a manager and general partner to private funds, alongside acting as sub-adviser to a registered ETF.

Matthew Williams is a CFP® professional with 13 years of experience in financial advising. He has worked at Valeo Financial Advisors, LLC since 2020 and previously at Acima Private Wealth LLC from 2016 to 2020. Valeo Financial Advisors provides comprehensive financial planning and investment management to individuals, families, and institutional clients. The firm employs a strategic asset-allocation framework with tactical adjustments and offers services ranging from model portfolios to pro-bono planning for nonprofits.

Tara Collins is a CFP® professional with 18 years of experience at Silvercrest Asset Management Group LLC in Richmond, VA. She has been with Silvercrest since 2008. Silvercrest Asset Management Group LLC provides investment management and family-office services to families and select institutional investors, including endowments and foundations. The firm offers a range of proprietary equity and fixed-income strategies combined with outsourced CIO, due diligence, and quantitative risk analytics, tailoring investment solutions to individual client portfolios.

Deborah Ward is a financial advisor at Cary Street Partners with seven years of industry experience. She holds the Series 66 designation and has previous work experience at Yankee Candle Co. and as the owner of Debbie's Doll Beds. 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 employs a broad range of investment options and proprietary strategies and serves specialized institutional niches such as state and municipal government entities and insurance companies.

Alfred Acuff, Jr. is a financial advisor at Silvercrest Asset Management Group LLC with 19 years of industry experience. He has been with Silvercrest since 2014 and also serves as a trustee for the Virginia Retirement System, which oversees several public sector employee benefit plans. Acuff is additionally involved with AMA Investment Counsel, LLC, a personal investment consulting firm. Silvercrest provides investment management, family office, and institutional advisory services primarily to high-net-worth families and select institutions. The firm employs bottom-up, value-oriented equity strategies and active fixed-income management, combining proprietary valuation tools with quantitative risk analytics in its portfolio construction and oversight.

Wanxiuyuan Wang is a CFA® charterholder and holds a Series 63 license with eight years of industry experience. She has been with The London Company of Virginia since 2018 and previously worked at SunTrust Robinson Humphrey from 2016 to 2018. The London Company of Virginia provides discretionary portfolio management to individual and institutional clients through a variety of platforms, managing approximately $14.9 billion in assets. The firm employs a conservative, bottom-up equity investment approach that emphasizes cash return on tangible capital, free cash flow, and downside protection.

Samuel Hutchings is a CFA® charterholder with 10 years of industry experience. He has been with The London Company of Virginia since 2015. The London Company of Virginia is an independent 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 and international equity strategies with explicit risk controls.

Natalie Gross is a financial advisor at Capitol Securities Management, Inc. with 14 years of industry experience. She previously worked for Wells Fargo Clearing for 10 years before joining Capitol Securities Management. Outside of her advisory role, she serves as an executor for a family estate. Capitol Securities Management serves individual, institutional, and corporate clients, providing portfolio management, financial planning, and consulting services through both broker-dealer and investment adviser platforms. The firm offers a range of advisory programs including discretionary and non-discretionary managed accounts and third-party Money Manager solutions.

Thomas Neuhaus is a financial advisor at Pinnacle Associates, Ltd. in Richmond, VA, holding a Series 63 designation and bringing 25 years of industry experience. He previously worked for Investment Management of Virginia, LLC for 16 years before joining Pinnacle Associates in 2023. Pinnacle Associates provides discretionary investment management and financial planning to a diverse client base, including individuals, families, trusts, corporations, and nonprofit organizations. The firm focuses on fundamental, valuation-sensitive, long-term equity strategies and offers services through various platforms such as model portfolios and unified managed accounts.

Thomas Kachel Jr. is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at Vanderbilt Advisory Services since 2020 and previously spent 21 years with Commonwealth Financial Network and Commonwealth Equity Services. He is a partner and 50% owner of Wealth Management Strategies, LLP, a private Virginia limited liability partnership operating as a branch office in the securities industry. Vanderbilt Advisory Services serves a diverse client base, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers a range of portfolio management and financial planning services, emphasizing strategic asset allocation and a combination of fundamental, technical, and charting analysis.

Herbert Turner III is a financial advisor with Davidson Investment Advisors, Inc. in Richmond, VA, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Caprin Asset Management, Raymond James & Associates, and Morgan Keegan & Company, LLC. Davidson Investment Advisors is an SEC-registered firm providing discretionary and non-discretionary portfolio management to individuals and institutions across equity and fixed income strategies. The firm employs a centralized investment team utilizing fundamental, quantitative, and qualitative analysis to manage multi-cap equity and fixed income portfolios with an emphasis on active, long-term management and tax-related services.

Daniel Caparrelli is a financial advisor at Thurston Springer Advisors in Richmond, VA, with 11 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. 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 combination of fundamental and technical investment analysis to support both buy-and-hold and active strategies.

Adam Stewart is a financial advisor with Ausdal Financial Partners, Inc., holding a Series 66 designation and six years of industry experience. He has worked with Brokers International Financial Services and has been involved with Stewart Wealth Advisors LLC and the Fidelity Insurance Agency of Virginia. Outside of finance, he co-owns Tivali Waxing, a body hair removal business in Richmond, VA. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a wide range of advisory services tailored to client objectives and permits client-imposed investment restrictions, operating as both an SEC-registered investment adviser and FINRA-member broker-dealer.

Cherie Drew is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. Her career includes roles at Mutual of Omaha Insurance Co and The Prudential Insurance Company of America. She is involved in nonprofit work as a board member of The House Church, Inc., and teaches the use of QuickBooks software to churches through her company, Counting the Cost, LLC, as well as volunteer efforts with Succourer Ministries. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans with offerings that include financial planning, managed account programs, and retirement plan consulting. The firm operates through a platform relationship with Envestnet and employs Pershing as custodian and broker-dealer, delivering managed solutions with options for discretionary authority among advisors, third-party managers, and platforms.

Cheryl Page is a financial advisor at Davidson Investment Advisors, Inc. She holds CFP®, CFA®, and Series 65 designations and has 25 years of industry experience. Prior to joining Davidson Investment Advisors in 2023, she spent 23 years with Caprin Asset Management, LLC. Davidson Investment Advisors provides discretionary and non-discretionary portfolio management services to individuals and institutions, offering a range of equity and fixed income strategies. The firm employs a centralized investment process that integrates fundamental, quantitative, and qualitative analysis and emphasizes active, long-term management across multiple asset classes.

John Thoma is a financial advisor with Royal Fund Management, LLC in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Royal Fund Management since 2013 and has prior experience with firms including Archer Investment Corporation, Positive Alpha, Inc., Penn Mutual Life Insurance Company, Grove Point Investments, LLC, and Osaic FA, Inc. Outside of advising, he teaches financial education classes through the American Financial Education Alliance. Royal Fund Management serves individual investors, corporations, and retirement plans by providing portfolio management, financial planning, pension consulting, and 401(k) advice. The firm constructs customized portfolios based on documented risk tolerance and employs a variety of investment strategies, offering both discretionary management and held-away advice through third-party platforms.

Jane Whittemore is a financial advisor at Capitol Securities Management, Inc. with 35 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Capitol Securities Management since 2014. Capitol Securities Management serves individual, corporate, and charitable clients, providing brokerage and investment advisory services alongside financial planning, pension consulting, insurance products, and educational seminars. The firm manages assets through separately managed accounts, wrap fee programs, third-party money managers, and model portfolios.

Jonathan Mc Dougald is a financial advisor with United Brokerage Services, Inc., holding Series 63 and Series 65 licenses and having 13 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank NA. United Brokerage Services, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm’s investment approach includes strategic and tactical asset allocation, use of mutual funds, ETFs, individual securities, third-party research, and model portfolios, with an emphasis on non-discretionary advice through wrap and unified managed account programs.

Bruce Arnold is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Mutual of Omaha since 1996. Outside of his advisory role, Arnold operates a sales and marketing consulting business and serves on the Massanutten Military Academy Alumni Association. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans through managed account programs and third-party money manager relationships. The firm primarily delivers these solutions via a platform relationship with Envestnet and utilizes Pershing as custodian and broker-dealer.