Michael Cross is a financial advisor with Capitol Securities Management, Inc. in Charlottesville, VA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Capitol Securities Management since 2011. Outside of his advisory role, he is actively involved in lacrosse as an official, clinician, and conference assigner for men's lacrosse games. 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 programs and employs a network of investment adviser representatives who develop client-specific investment policies and manage accounts using a range of investment instruments.

William Nease is a financial advisor with Capitol Securities Management, Inc. in Martinsville, VA, holding a Series 63 designation and bringing 44 years of industry experience. He has been with Capitol Securities Management since 2010. Outside of his advisory role, he is the owner of Nease Holding Co. LLC, a business entity handling operational and administrative functions. Capitol Securities Management serves individuals, including high-net-worth clients, as well as corporate, charitable, trustee, and plan sponsor clients. The firm offers brokerage and investment advisory services alongside financial planning, pension consulting, insurance products, and educational seminars, utilizing a range of investment vehicles and third-party managers.

Jonathan Moody is a CFA® charterholder with 22 years of industry experience and has been with The London Company of Virginia since 2002. He holds Series 63 and Series 66 licenses and is based in Richmond, VA. Moody's career has been focused entirely at The London Company of Virginia. The London Company of Virginia is an independently owned, 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 process emphasizing downside protection through quantitative screening, fundamental analysis, and risk-controlled sell discipline, offering a range of concentrated and international equity strategies.

Bethany Scott is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 credentials and having 14 years of industry experience. She has been with Mutual of Omaha Investor Services since 2011 and Mutual of Omaha since 2009. Outside of her advisory role, she is involved in real estate as a licensed agent and manages home remodeling projects through her own company, Brock's Custom Builders LLC. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base including individuals, retirement plans, corporations, and charitable organizations, offering financial planning, third-party money manager programs, and retirement plan consulting through a network of Investment Advisor Representatives.

Katherine Hallberg is a Series 66 licensed financial advisor with 18 years of industry experience. She has been with Capitol Securities Management, Inc. in Richmond, VA since 2010. Capitol Securities Management serves individual, corporate, charitable, trustee, and plan sponsor clients by offering brokerage and investment advisory services alongside financial planning, pension consulting, insurance products, and educational seminars. The firm manages assets through various strategies including separately managed accounts, wrap fee programs, and third-party money managers.

Jesse Wade III is a financial advisor at Capitol Securities Management, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Capitol Securities since 2011. In addition to his advisory role, he is a financial representative involved in life insurance sales and serves on the boards of several local organizations, including Alliance Bee and the West Piedmont Workforce Development Board. Capitol Securities Management serves individual, corporate, charitable, trustee, and plan sponsor clients, offering brokerage and investment advisory services along with financial planning, pension consulting, insurance products, and educational seminars. The firm manages assets through various programs and employs a range of investment instruments tailored to client-specific policies.

William Korn is a financial advisor with Capitol Securities Management, Inc. in Sarasota, FL, holding Series 63 and Series 65 credentials and 48 years of industry experience. He has been with Capitol Securities Management since 1989 and with Heritage Financial Group since 1983. Outside of his advisory work, he serves as Interim Chairman of the Board and Treasurer for Grow Mongolia Inc., an organization focused on transforming the Mongolian people into a Christ-centered nation. Capitol Securities Management serves individuals, including high-net-worth clients, as well as corporate and charitable clients, trustees, and plan sponsors. The firm offers brokerage and investment advisory services alongside comprehensive financial planning and pension consulting, managing assets through separately managed accounts, wrap fee programs, third-party money managers, and model portfolios.

Alexander Peets is a financial advisor at HBW Advisory Services LLC with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Silver Oak Securities, Inc. and Cetera Wealth Services, LLC. HBW Advisory Services manages approximately $1.75 billion in client assets and serves individuals, families, charitable organizations, businesses, and retirement plans. The firm employs a blended investment approach using third-party money managers and model portfolios, offering discretionary and non-discretionary asset management alongside sub-advisory and retirement plan services.

Thomas Moore is a CFA® charterholder with nine years of industry experience. He has been with Silvercrest Asset Management Group LLC since 2017 and previously worked at Alliance Bernstein from 2015 to 2017. Silvercrest Asset Management Group LLC provides investment management and family-office services to families and select institutional investors, offering both discretionary and non-discretionary portfolio management alongside services such as bill paying, tax planning, and consolidated reporting. The firm manages a broad range of proprietary equity and fixed-income strategies and utilizes a combination of bottom-up security selection and manager allocation tailored to individual client portfolios.

Stephen Goddard, Jr. is a financial advisor at The London Company of Virginia with a Series 65 designation and three years of industry experience. Prior to joining The London Company in 2020, he worked at Bloomberg Government and held positions related to government and political campaigns. The London Company of Virginia manages approximately $14.9 billion in discretionary assets for individual and institutional clients. The firm employs a conservative, long-term, bottom-up equity strategy focused on cash return on tangible capital, free cash flow, and downside protection.

Jeffrey Levin is a CFA® charterholder with 29 years of industry experience. He has been with Dakota Wealth, LLC since 2022 and previously spent 28 years at Pineno & Levin Asset Management Inc. Outside of his advisory role, he serves as an advisor and shareholder for Tranzon Key, a real estate auction business. Dakota Wealth Management provides comprehensive wealth management and investment advisory services to individuals, trusts, retirement plans, foundations, and various institutional clients. The firm offers customized portfolios using diversified asset allocations and employs a combination of fundamental, technical, cyclical, and charting analysis in its research process.

Jeffrey Fortune is a Financial Consultant currently working at Fidelity Investments since 2024. He has over two decades of experience in the financial services industry, including a long tenure as a Financial Consultant at Charles Schwab from 1999 to 2023 and a position as Vice President of Private Wealth at DP-Grow, LLC from 2023 to 2024. As a Certified Financial Planner, Jeffrey focuses on creating holistic financial plans and providing strategic recommendations to help clients achieve their financial goals. His professional approach emphasizes client accountability and satisfaction. Outside of his professional work, Jeffrey has personal interests that include fitness, social events with friends, golf, hiking, scuba diving, and traveling.

Thomas Mullins is a financial advisor with Dakota Wealth, LLC, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His prior roles include positions at Fonville Wealth Management LLC (dba Covenant Wealth Advisors), Funds Distributor, LLC, and Thompson, Siegel & Walmsley LLC. Dakota Wealth, LLC serves a diverse clientele including high net worth individuals, trusts, foundations, retirement plans, charitable organizations, and business enterprises. The firm offers wealth management, investment management, financial planning, and retirement plan advisory services, building customized, primarily long-term portfolios using a range of investment vehicles and emphasizing ongoing oversight and due diligence.

George Mcvey Jr. is a financial advisor with Pinnacle Associates, Ltd. in Richmond, VA, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He previously worked at Investment Management of Virginia, LLC from 2000 to 2016. Pinnacle Associates provides discretionary investment management and financial planning to individuals, families, trusts, corporations, endowments, foundations, pension plans, and charitable organizations. The firm focuses on fundamental, bottom-up equity analysis with a valuation-sensitive, long-term approach and offers its strategies through various platforms including model portfolios and unified managed accounts.

Mason Butcher is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company in 2025, he was not employed in the financial services industry for nine years. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group and delivers managed solutions primarily through platform relationships with Envestnet and Pershing.

Jessica Wilson is a CFA® charterholder with seven years of experience at The London Company of Virginia. She previously worked at Bank of America Merrill Lynch and held multiple roles at the University of Richmond. Outside of finance, she has been involved with L'Alouette by Christian and Buoys on Main. The London Company of Virginia is an independently owned investment adviser managing approximately $16 billion in discretionary assets. The firm serves individuals, high net worth clients, pension plans, foundations, and institutional investors with a conservative, bottom-up equity approach focused on downside protection and risk management.

Philip Sessoms Jr. is a financial advisor at Mutual of Omaha Investor Services, Inc. with nine years of industry experience. He holds the Chartered Financial Consultant (ChFC®) designation and securities licenses Series 65 and Series 63. In addition to his advisory role, he is an insurance agent specializing in life, disability, long-term care, annuities, and group health insurance, and he operates a consulting business under the name Philip Sessoms Financial Services. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, third-party money manager relationships, managed account programs, and retirement plan consulting. The firm primarily delivers managed solutions via Envestnet’s platform and collaborates with Pershing as custodian and introducing broker‑dealer.

Alexander Stefanic is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 credentials. He has been with Mutual of Omaha since 2025 and has prior experience at firms including Ernst & Young LLP and PricewaterhouseCoopers LLP. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through a platform relationship with Envestnet and utilizes Pershing as the qualified custodian and broker-dealer for many managed accounts.

Mark Sarrett is a financial advisor with Thurston Springer Advisors in Richmond, VA, holding a Series 66 designation and 14 years of industry experience. Prior to joining Thurston Springer Financial in 2025, he worked at Wells Fargo Advisors for 14 years. Outside of his advisory role, Sarrett serves on the board of the James River Country Club, coaches varsity sailing at Hampton Roads Academy, and participates on the academy’s endowment committee. Thurston Springer Advisors serves a diverse client base including individuals, corporations, charitable institutions, and retirement plans, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs a range of investment strategies such as Tactical Momentum and Earnings Momentum, and manages accounts on a discretionary basis under its Compass agreements.

Cody Santmyer is a CFP® professional at CW Advisors, LLC with experience at Agili and Virginia Tech prior to joining the firm in 2024. He is based in Richmond, VA and has been in the financial industry since 2021. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporations. The firm employs a core-and-satellite investment approach that incorporates active, passive, quantitative, and ESG strategies, utilizing both third-party money managers and internally managed risk strategies.