William White is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. His career includes long tenures at H. Beck, Inc. and Duval White Investment Services, along with roles at several affiliated firms since 2007. Outside of advisory work, he is involved in insurance sales, including life, disability, and annuity products. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and retirement-plan consulting. The firm combines traditional investment advisory services with actuarial analysis and insurance consulting, catering mainly to non-high-net-worth individuals.

Christina Todd is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Cary Street Partners since 2017. Prior to joining Cary Street Partners, she worked at Morgan Stanley and Morgan Stanley Private Bank. She is a current board member of the Finance Department Advisory Board at the Pamplin College of Business at Virginia Tech, contributing to program development and career placement. Cary Street Partners serves a diverse client base including individuals, corporations, trusts, retirement plans, and institutional clients. The firm offers a range of portfolio management and financial planning services, using proprietary strategies and third-party managers, and applies AI tools to assist with research and portfolio modeling while retaining human oversight for final decisions.

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.

William Sizemore is a financial advisor at Pinnacle Associates, Ltd. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Pinnacle Associates since 2023, previously serving at Investment Management Of Virginia, LLC since 2007. Pinnacle Associates, Ltd. provides discretionary investment management and financial planning for individuals, families, trusts, endowments, foundations, pension and profit-sharing plans, and other institutional clients. The firm employs a fundamental, bottom-up investment approach across various equity strategies and offers tailored allocations that include bonds, mutual funds, ETFs, and option overlays when appropriate.

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 licenses and bringing 34 years of industry experience. Prior to joining Thurston Springer Financial in 2025, he spent 16 years with Wells Fargo Advisors Financial Network LLC. He 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 individuals, corporations, retirement plans, foundations, endowments, estates, and trusts, offering financial planning, portfolio management, fiduciary services, and a range of discretionary and consulting investment programs. The firm employs diverse strategies including buy-and-hold, asset allocation, and more active tactical and earnings momentum approaches.

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 at RFG Advisory, LLC with 17 years of industry experience. His prior roles include positions at Wealthcare Advisory Partners, LPL Financial, Colonial River Investments, and Ameriprise Financial Services. He is also involved as an agent with Financial Independence Group, Inc., focusing on variable insurance investments. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for more than 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a mix of actively managed and passive strategies, direct indexing, and tax-aware approaches, and serves both individual and institutional clients, including acting as a sub-adviser to the Bluemonte family of ETFs.

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.

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 29 years of industry experience. He has been with Dakota Wealth, LLC since 2022 and previously worked for 28 years at Pineno & Levin Asset Management, Inc. Dakota Wealth Management provides investment advisory and wealth management services to individuals, trusts, retirement plans, foundations, charitable organizations, business enterprises, pooled investment vehicles, and registered investment companies. The firm constructs customized portfolios using diversified allocations and employs a combination of fundamental, technical, cyclical, and charting analysis, offering a range of services including discretionary and non-discretionary management, financial planning, and retirement plan advisory.

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 six years of industry experience. She holds a Series 66 designation and has worked at Cary Street Partners since 2019. Prior to her career in finance, she operated a business called Debbie's Doll Beds for eight years. Cary Street Partners offers discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individual investors, charitable organizations, corporations, and retirement plans. The firm employs a comprehensive investment approach that incorporates third-party managers and in-house resources across traditional and alternative strategies.

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.