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.

Susan Norfleet is a PFS™ credentialed financial advisor with Heartwood Wealth Advisors, LLC in Richmond, VA, bringing four years of experience at the firm and two decades at Norfleet, Musselman & Company. She is also president of Heartwood Tax Consultants, a CPA firm specializing in tax preparation and consulting. Heartwood Wealth Advisors is a ten-advisor team serving high-net-worth individuals, families, trusts, estates, charitable organizations, small businesses, and employer-sponsored retirement plans. The firm emphasizes capital preservation, cost control, and tax efficiency through diversified portfolios and tailored asset allocation, managing approximately $1.55 billion in assets.

Brian Cann is a CFA® charterholder with three years of industry experience, currently serving at Heartwood Wealth Advisors, LLC. He previously worked at Wells Fargo Bank for eleven years. Outside of his advisory role, Brian volunteers as a Nabor Helper with NaborForce in Richmond, VA. Heartwood Wealth Advisors serves high-net-worth clients including individuals, families, trusts, and charitable organizations, generally requiring a minimum of $2 million in assets. The firm emphasizes capital preservation, cost control, and tax efficiency through diversified portfolios and collaborative planning, managing approximately $1.55 billion across a ten-advisor team.

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 credentials and bringing 42 years of industry experience. His prior roles include positions at Lincoln Financial Advisors and LPL Financial. He is also involved in non-variable insurance business activities. 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 customized portfolios with a long-term orientation, employing algorithm-driven tactical and strategic allocation strategies supported by proprietary quantitative software.

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.

Timothy Deegan Jr. is a financial advisor at Campbell Deegan Financial with 14 years of industry experience. He holds the Series 66 designation and previously worked at Purshe Kaplan Sterling Investments, Bank of America, and Merrill Lynch. He is also an adjunct professor at Virginia Commonwealth University, teaching finance majors about investments and current financial events. Campbell Deegan provides comprehensive wealth management, financial planning, and investment management services to individuals, corporations, pension and profit-sharing plans, and trusts and estates. The firm employs a fundamental analysis-based investment approach with diversified model strategies and serves as a fiduciary for ERISA and retirement-account clients.

Stuart Dillard is a financial advisor with 21 years of industry experience, currently with 3Chopt Investment Partners LLC. He holds Series 63, 65, and 66 licenses and has worked previously at Funds Distributor, LLC and Thompson, Siegel & Walmsley LLC. He serves on the board of the Country Club of Virginia. 3Chopt Investment Partners provides portfolio management, financial planning, Outsourced CIO, and family office services to individuals, trusts, foundations, pension plans, and family offices. The firm uses an asset-allocation approach with customized Investment Policy Statements and manages a range of investment vehicles, including equities, fixed income, mutual funds, ETFs, and alternative investments.

Allison Gregory is a financial advisor at Salomon and Ludwin with 15 years of industry experience. She holds a Series 66 designation and has previously worked at Truist Bank and Wells Fargo Bank. Salomon and Ludwin serves individuals, high-net-worth households, families, trusts, estates, foundations, small businesses, and employer-sponsored retirement plans, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a flexible, actively managed investment approach that incorporates low-cost, tax-efficient ETFs, mutual funds, individual securities, and a proprietary timing strategy called TriggerPoint™.

Pieter Van Saun is a CFA® charterholder with 18 years of industry experience. He is currently with 3Chopt Investment Partners LLC, where he has worked since 2026. Prior to joining 3Chopt, he spent 25 years at Thompson, Siegel & Walmsley 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 uses an asset-allocation framework combining strategic and tactical approaches, with investment decisions supported by an internal committee and diversified across various securities and private placements.

Leann Mitchell is a financial advisor with Alpha Omega Wealth Management, LLC in Richmond, VA, holding Series 63 and Series 65 licenses and 21 years of industry experience. She has been with Alpha Omega since 2009. Alpha Omega Wealth Management serves individuals, high-net-worth families, trusts, estates, business entities, and charitable organizations by providing portfolio management, financial planning, retirement plan consulting, and family office services. The firm’s investment approach focuses on tailored asset allocation and fundamental analysis, incorporating mutual funds, ETFs, equities, fixed income, and option strategies, alongside household finance administration and philanthropic planning.

Scott Davila is a financial advisor with The Capital Management Corporation in Glen Allen, VA. He holds Series 63 and Series 65 registrations and has four years of industry experience. Prior to joining The Capital Management Corporation in 2021, he worked at Zod Marketing & Communications, Inc. and Padilla. The Capital Management Corporation provides discretionary investment management for individuals, families, foundations, endowments, retirement plans, and corporations. The firm emphasizes fundamental research within a tailored investment approach and serves roughly 196 clients with approximately $825 million in assets under management.

Sarah Harris is a financial advisor at Heartwood Wealth Advisors, LLC with 13 years of industry experience. She holds Series 65 and Series 66 licenses and previously worked at SBK Financial, Inc. from 2014 to 2021 before joining Heartwood Wealth Advisors. Heartwood Wealth Advisors serves high-net-worth clients including individuals, families, trusts, charitable organizations, small businesses, and employer-sponsored retirement plans. The firm’s investment approach focuses on capital preservation, cost control, and tax efficiency through tailored asset allocation and diversified portfolios, with services that include portfolio management, comprehensive financial planning, and retirement plan consulting.

Paul Melnick III is a CFP® and holds a Series 66 license with six years of industry experience. He is currently with Juno Financial Group LLC and previously worked at Fidelity Brokerage Services LLC and Kestra Advisory Services LLC. Paul is based in Richmond, VA. Juno Financial Group LLC offers 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 through tailored asset allocation using model portfolios, separately managed accounts, and third-party managers.

Joseph Cheatham is a financial advisor at Vectors Asset Management with a Series 65 designation and one year of industry experience. He has worked at Vectors Asset Management since 2018 and has prior experience at Virginia Commonwealth University, SKY Building Supply, and Virginia Tech. Vectors Asset Management serves institutional and high-net-worth clients, including banks, insurance companies, and government accounts, offering discretionary and non-discretionary portfolio management along with valuation consulting and risk-management services. The firm combines top-down macro allocation with bottom-up quantitative analysis, using proprietary models and maintaining a high client and asset management load per advisor.

Jeanmarie Mcgowan is a CFA® charterholder and holds a Series 65 license with 12 years of industry experience. She has been with Godsey & Gibb Wealth Management since 2014 and serves as a Professor of Finance at Virginia Commonwealth University’s School of Business. Godsey & Gibb Wealth Management provides portfolio management, financial planning, tax preparation, and financial education to individuals, high-net-worth clients, and various institutional clients, including sovereign wealth funds. The firm integrates tax services with investment management and offers a structured client education program.

William Haskins Jr. is a financial advisor at Insight Advisors, LLC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Purshe Kaplan Sterling Investments and Wells Fargo Advisors Financial Network LLC. He also serves as co-trustee for his parents-in-law’s trust, managing trust assets and overseeing tax filings. Insight Advisors, LLC manages over $700 million for individuals, high-net-worth clients, pension and profit-sharing plans, and business entities through a team of 15 advisors across four offices. The firm offers portfolio management, financial planning, and pension consulting, employing a range of investment strategies tailored to client goals and includes regular portfolio reviews and rebalancing.

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.