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.

David Kozlowski is a CFP®-certified financial advisor with 29 years of industry experience, currently serving at Verus Financial Partners since 2012. He holds Series 63 and Series 65 licenses and is based in Richmond, VA. Verus Financial Partners primarily serves individuals and families, including high-net-worth clients, offering discretionary investment management along with financial and tax planning services under separate agreements. The firm focuses on asset allocation across mutual funds and ETFs using fundamental analysis and actively manages cash positions, incorporating Dimensional Fund Advisors funds and independent proxy-voting services as part of its approach.

Thomas Love is a CFP® professional with 18 years of experience in the financial industry. He has been with The Main Street Group since 2015 and previously worked at LPL Financial. The Main Street Group is a team of eight advisors serving individual and high-net-worth clients with investment advisory and financial planning services. The firm offers customized, diversified portfolios primarily using low-cost mutual funds and ETFs, employing a long-term investment approach supported by systematic strategies such as rebalancing and tax-loss harvesting.

Gary Gore is a financial advisor at Acima Private Wealth LLC in Richmond, VA, with 16 years of industry experience. He holds Series 63 and Series 66 registrations and has been with Acima Private Wealth since 2015. Acima Private Wealth LLC advises individuals, high-net-worth families, trusts, family offices, endowments, and small businesses, offering discretionary and non-discretionary portfolio management, financial planning, and family wealth services. The firm uses a customized, tax- and fee-sensitive approach combining multiple analytic methods and manages approximately $420 million across about 59 client relationships.

Zahraa Maksoud is a financial advisor at Godsey & Gibb Wealth Management with three years of industry experience. She holds a Series 65 designation and has prior experience at Genworth Financial, Virginia Commonwealth University, and Wells Fargo. Maksoud has also worked in healthcare and the food service industry. Godsey & Gibb Wealth Management serves individual, high-net-worth, and institutional clients, offering portfolio management, financial planning, tax preparation, and financial education. The firm manages roughly $1.4 billion across about 721 clients and distinguishes itself with integrated tax services and a structured client education program.

Peter Fryer is a financial advisor at 3Chopt Investment Partners LLC with eight years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Lord, Abbett & Co. LLC and 55I, LLC. 3Chopt Investment Partners serves individuals, trusts, family offices, nonprofit, and institutional clients, offering portfolio management, financial planning, outsourced CIO, and family office services. The firm employs an asset-allocation framework that combines long-term strategic targets with shorter-term tactical adjustments and uses a mix of individual securities, mutual funds/ETFs, third-party managers, and private placements.

Steven Prestyly is a financial advisor with Colonial River Wealth Management LLC in Midlothian, VA, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked with Colonial River Investments, LLC since 2017 and has prior experience at The Main Street Group, LTD and LPL Financial. Outside of advisory services, he is a certified tax preparer involved with Newtown Tax Preparation. Colonial River Wealth Management provides investment advisory and wealth management services to individuals, high-net-worth clients, families, trusts, estates, and businesses. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement account advice, utilizing proprietary quantitative software and customized portfolios with a long-term orientation and tactical flexibility.

Paul Melnick Jr. is a financial advisor at Juno Financial Group LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Kestra Advisory and Massachusetts Mutual Life Insurance Company. Juno Financial Group LLC is a team of five advisors serving individuals, high-net-worth clients, retirement plans, corporations, trusts, estates, non-profits, and foundations. The firm offers comprehensive financial planning and discretionary investment management, utilizing tailored asset allocation strategies that include model portfolios, separately managed accounts, direct indexing, and tax-loss harvesting.

Ryan Greenlee is a CFP® professional with three years of industry experience, currently serving as an advisor at Barrett Capital Management, LLC since 2022. Prior to joining Barrett Capital, he worked at Jones Lang LaSalle for six years and McKesson for three years. 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 with an emphasis on diversification and capital preservation, utilizing a proprietary Global AI™ quantitative methodology across client accounts.

John Robertson Jr. is a financial advisor with Colonial River Wealth Management LLC in Midlothian, VA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Colonial River Investments, LLC and LPL Financial since 2016 and previously worked at Osaic FA, Inc. from 2008 to 2016. Outside of advisory activities, he has involvement in non-variable insurance in Newport News, VA. Colonial River Wealth Management provides wealth management, investment management, and financial planning services to individuals, families, trusts, estates, and charitable organizations. The firm manages approximately $464 million on a discretionary basis, using proprietary quantitative tools and a tactical allocation approach, and operates across eight offices while maintaining a relationship with LPL Financial.

Thomas Garner is a financial advisor at Kanawha Capital Management, LLC with 24 years of industry experience. He holds the CFP® and CFA® designations and has been with Kanawha since 2014. Kanawha Capital Management provides discretionary and non-discretionary investment management across equity, fixed-income, and balanced portfolios, along with financial-planning services focused on retirement rollovers. The firm serves individuals, trusts, charitable organizations, pension plans, and corporate clients, managing approximately $1.8 billion in assets.

George Reveley is a CFP® and holds a Series 66 license with 16 years of industry experience. He has worked at Alpha Omega Investment Advisors since 2018 and was previously with Davenport & Company LLC from 2011 to 2018. He is based in Richmond, VA, and is part of the nine-advisor team at Alpha Omega Wealth Management, LLC. Alpha Omega serves individuals, high-net-worth families, trusts, estates, business entities, and charitable organizations, offering portfolio management, financial planning, retirement plan consulting, and family office services. The firm’s investment approach emphasizes tailored asset allocation and fundamental analysis, incorporating derivatives and ESG considerations, alongside household finance administration and multi-generation education.