William Thomas is a CFP® professional with four years of industry experience. He is currently with 3Chopt Investment Partners LLC, where he has worked since 2022. Prior to that, he held roles at Funds Distributor, LLC and Thompson, Seigel & Walmsley LLC. 3Chopt Investment Partners provides discretionary and non-discretionary portfolio management, financial planning, Outsourced CIO, and family office services primarily to high-net-worth individuals, trusts, foundations, pension plans, and family offices. The firm employs an asset-allocation approach combining long-term strategic allocations with tactical adjustments and develops customized Investment Policy Statements overseen by its Investment Committee.

James Pickert is a CFP® and Series 66-registered financial advisor with 11 years of industry experience. He has worked at Kanawha Capital Management, LLC since 2023 and previously spent nine years at ACG Advisory Services Inc. 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 and estates, charitable organizations, pension and profit-sharing plans, and corporate clients, managing approximately $1.8 billion in assets.

David Butler is a financial advisor at Verus Financial Partners in Richmond, VA, holding a Series 65 license with one year of industry experience. Prior to joining Verus Financial Partners, he worked for eight years at Hanover High School and one year at Larkspur Middle School. Verus Financial Partners provides discretionary investment management, financial planning, and tax planning services primarily to individuals and families, including high-net-worth clients. The firm emphasizes a fee-only approach, allocating assets among mutual funds and ETFs using fundamental analysis and a combination of long- and short-term strategies while integrating tax-efficient rebalancing for held-away accounts.

Shengyi Mao is a financial advisor with SIMA Wealth Partners, LLC in Richmond, VA, holding a Series 65 credential and two years of industry experience. Prior to joining SIMA, Mao worked at JP Morgan & Chase for one year. SIMA Wealth Partners serves individual investors, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management, comprehensive financial planning, and access to private-market opportunities while employing a combination of fundamental and tactical analyses across various investment strategies.

Catherine Atwood is a CFP® with 15 years of industry experience, currently serving as an advisor at Founders Grove Wealth Partners, LLC. Her prior roles include positions at Salomon and Ludwin, LLC, Wells Fargo Clearing, Alps Distributors, Inc., and Riverfront Investment Group. Founders Grove Wealth Partners provides wealth management, financial planning, and discretionary portfolio management to individuals, trusts, retirement plans, and business entities. The firm employs a combination of passive and active strategies along with fundamental, technical, and quantitative analysis, utilizing both independent managers and Dynasty’s platform capabilities.

Robert Elliston is a financial advisor with CPR Investments Inc. holding a Series 65 credential and six years of industry experience. He has been with CPR Investments since 2019 and also manages non-investment businesses, including serving as corporate manager for Abio Clinical and project manager for the Global Institute for Research. CPR Investments Inc. primarily serves individual investors and offers discretionary portfolio management, comprehensive financial planning, and ERISA plan services. The firm employs a multi-manager approach that combines third-party advisors with in-house tactical strategies aimed at reducing downside risk.

David Obrien is a CFP® with 21 years of experience in the financial industry. He has been with Evolution Advisers since 2016, contributing to the firm’s advisory services. EvoAdvisors serves individuals, business owners, trusts, employer retirement plans, and charitable organizations by providing financial planning, portfolio management, and a Qualified Retirement Plan Program. The firm employs a fee-only, fiduciary approach, focusing on evidence-based investment themes, strategic asset allocation, and broad diversification using no-load mutual funds and ETFs.

Christopher Leslie is a CFP® professional with nine years of experience in financial advising. He is currently with Godsey & Gibb Wealth Management, where he has worked since 2022. Prior to that, he held positions at TIAA and TIAA, FSB from 2013 to 2022. Godsey & Gibb Wealth Management serves individuals, high-net-worth clients, and a diverse range of institutional clients, including sovereign wealth funds. The firm offers discretionary and non-discretionary portfolio management, financial planning, tax preparation, and financial education, with a focus on fixed income, equities, and ETFs.

John O'Brien is a financial advisor at EVOAdvisors with a Series 65 designation and four years of industry experience. His prior work includes roles at Mercaris, Wild Earth Fermentation, and Virginia Tech. EVOAdvisors provides financial planning and portfolio management services to individuals, business owners, trusts, employer retirement plans, and charitable organizations. The firm follows a fee-only, fiduciary model and focuses on evidence-based investment strategies, strategic asset allocation, and broad diversification using no-load mutual funds and ETFs.

Myron Fuller IV is a financial advisor at Dorsey, Wright & Associates, LLC in Richmond, VA, with 13 years of industry experience. He holds a Series 65 designation and has been with Dorsey Wright since 2007. Dorsey, Wright & Associates provides discretionary investment management to individual investors and offers research, model licensing, and advisory services to institutional and professional clients. The firm’s investment approach is based on technical analysis, utilizing Point & Figure charting and relative strength methods across multiple asset classes.

John Spiers is a CFA® charterholder with 17 years of industry experience. He has been with The Main Street Group since 2016, with a brief one-year tenure at EGA Capital, LLC. The Main Street Group provides fee-based investment advisory services, financial planning, retirement-plan consulting, and managed portfolios to individuals and high-net-worth clients. The firm employs a primarily long-term investment approach, utilizing diversified mutual funds, ETFs, and other securities, and features technology-driven solutions including Artificial Intelligence for data analysis under human supervision.

Edward Hoppe III is a CFP® and PFS™ with 22 years of industry experience. He has been with Verus Financial Partners in Richmond, VA, since 2012. Verus Financial Partners provides discretionary investment management, financial planning, and tax planning services to individuals and families, including high-net-worth clients. The firm primarily uses mutual funds and ETFs, applying fundamental analysis with a mix of long- and short-term strategies, and incorporates cash as an asset class in its approach.

Sydney Siek is a financial advisor with Nasdaq Dorsey Wright, holding a Series 65 designation and 14 years of industry experience. He has worked at Dorsey Wright & Associates since 2010. Nasdaq Dorsey Wright serves individual and institutional clients, offering discretionary investment management, research, and subscription services. The firm employs a rules-based, technical investment approach focused on Point & Figure charting and relative strength methodologies, supporting a variety of model portfolios and extensive index licensing for ETFs and product sponsors.

Bijal Patel is a financial advisor at The Burney Company with 16 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations and has been with The Burney Company since 2012. The Burney Company serves primarily individual investors, including high net worth clients, as well as small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages approximately $3.59 billion in discretionary assets using a multi-team advisory platform with a blend of proprietary fundamental and quantitative investment models, offering discretionary equity portfolio management and financial planning services.

Wesley Watkins is a financial advisor with Choreo, LLC, holding the PFS™ designation along with Series 63 and Series 65 licenses. He has 27 years of industry experience, including prior roles at Cherry Bekaert LLP and Cherry Bekaert Wealth Management LLC. Watkins serves as a volunteer board director and member of the investment, finance, and audit committees for Goodwill Industries of Central & Coastal Virginia. Choreo provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, foundations, retirement plans, charitable organizations, and corporations. The firm’s investment process focuses on strategic asset allocation and diversified portfolios managed by a centralized team and overseen by an Investment Committee.

Russell Keller is a financial advisor with Cary Street Partners, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Cary Street Partners since 2018 and previously spent seven years with Wells Fargo Advisors Financial Network. Outside of his advisory role, Keller is a managing member and 50% co-owner of BDK, LLC, a private company managing legacy family assets, and he maintains a long-term involvement with Alison Keller Designs, a design business where he handles bookkeeping. Cary Street Partners offers discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individuals, charitable organizations, corporations, and retirement plans. The firm’s investment approach combines third-party and in-house manager selection across traditional and alternative strategies, supported by its affiliated asset management entity, Cary Street Partners Asset Management.

David Forrest is a financial advisor at RiverFront Investment Group, LLC in Richmond, VA, holding a Series 66 designation with four years of industry experience. His prior roles include positions at ALPS Distributors, Inc. and Capital One. RiverFront provides investment management services to individual investors, trusts, pension and profit-sharing plans, charitable organizations, and corporations, delivering model asset-allocation portfolios through wrap-fee programs and Custom Portfolio Solutions. The firm’s investment approach combines the Price Matters® valuation framework with tactical asset allocation and security selection across global fixed income and equities, emphasizing risk management through various strategies and platforms.

Zuzanna Kaczmarek is a financial advisor at Heritage Wealth Advisors in Richmond, VA, with a Series 65 credential and three years of industry experience. Prior to joining Heritage Wealth Advisors in 2023, she worked for nine years at EY. Heritage Wealth Advisors serves high-net-worth individuals, families, trusts, business entities, non-profits, and retirement plans, offering portfolio management, financial planning, tax preparation, and retirement-plan advisory. The firm constructs personalized asset-allocation models and manages pooled investment vehicles, including multiple private investment funds.

Philip Carter is a Series 65 licensed advisor at Wealthcare Capital Management LLC with three years of industry experience. His prior work includes roles at Sauer Properties, Inc., Hamilton Beach Brands Inc., and The C.F. Sauer Company. Wealthcare Capital Management LLC is an SEC-registered multi-team firm managing approximately $3.03 billion for a diverse client base, including individuals, high-net-worth clients, trusts, retirement plans, and foundations. The firm utilizes model portfolios primarily composed of mutual funds and ETFs, supplemented by alternative investments and specialty platforms, with investment decisions guided by an Investment Policy Committee using an evidence-based framework.

Brandon Baker is a financial advisor at Apollon Wealth Management, LLC, holding a Series 65 credential with two years of industry experience. His prior work includes roles at Choreo, LLC and Cary Street Partners. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, families, trusts, businesses, charitable organizations, and pooled investment vehicles. The firm combines centrally managed model strategies with locally managed portfolios and offers a broad range of financial planning and portfolio management services, including ESG models and Direct Indexing with tax management overlays.