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.

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.

Hugh Brown is a financial advisor at Cary Street Partners with a Series 65 credential and one year of industry experience. Prior to joining Cary Street Partners, he worked at Gentry Locke Rakes & Moore, LLP and Mayer Brown LLP in legal roles. Cary Street Partners serves a diverse range of clients, including individuals, corporations, trusts, and institutional investors, providing portfolio management, financial planning, and access to proprietary investment strategies. The firm employs a client-centered approach that integrates investment objectives and risk tolerance with ongoing portfolio monitoring and utilizes AI tools alongside human oversight for research and portfolio modeling.

Nicholas Bertozzi is a financial advisor at Choreo, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cherry Bekaert Wealth Management and SBK Financial, Inc. since 2013. Choreo provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, foundations, retirement plans, charitable organizations, and corporate clients. The firm’s investment approach emphasizes strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

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.

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.

Steven Henderson is a CFA® charterholder with four years of experience in the financial industry. He currently works at Heritage Wealth Advisors, where he has been since 2022. Prior to that, he spent nine years at Spider Management Co. Heritage Wealth Advisors serves high-net-worth individuals, families, trusts, estates, business entities, non-profits, and retirement plans with portfolio management, financial planning, tax preparation, and retirement-plan advisory services. The firm offers personalized asset allocation models and manages a range of investments, including mutual funds, ETFs, individual equities, fixed income, separately managed accounts, and private investments, while also acting as investment manager and affiliated general partner to multiple private investment funds.

George Crawford is a financial advisor at Sequent Planning, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Mass Mutual Investors Services, MassMutual Life Insurance Company, Allstate Benefits, Reliance Standard, and Guardian Life Benefits. In addition to his advisory role, he is the owner and principal of Person Centered Financial, LLC, an insurance agency based in Midlothian, Virginia. Sequent Planning, LLC, operating as Futurity First Wealth Management, serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits by offering asset management, financial planning, and retirement-plan services. The firm utilizes a structured risk framework and diversified investment strategies, supported by a network of independent adviser representatives and various technology platforms.

Cassie Mitchell is an associate at Cary Street Partners in Richmond, VA, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining the firm, she worked in various roles across the hospitality and retail sectors. She also works part-time as a waitress at La Petite Auberge. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individuals, charitable organizations, corporations, and retirement plans. The firm employs a comprehensive approach to portfolio management, utilizing both third-party managers and proprietary strategies across traditional and alternative investments.

Wanxiuyuan Wang is a CFA® charterholder and holds a Series 63 license with eight years of industry experience. She has been with The London Company of Virginia since 2018 and previously worked at SunTrust Robinson Humphrey from 2016 to 2018. The London Company of Virginia provides discretionary portfolio management to individual and institutional clients through a variety of platforms, managing approximately $14.9 billion in assets. The firm employs a conservative, bottom-up equity investment approach that emphasizes cash return on tangible capital, free cash flow, and downside protection.

Wesley Cullinane is a financial advisor at Heritage Wealth Advisors in Richmond, VA, holding a Series 65 credential. He has experience working at Heritage Wealth Advisors since 2023 and previously worked at Mangham Associates and BTR Capital Management, Inc. from 2012 to 2018. Heritage Wealth Advisors serves high-net-worth individuals, families, trusts and estates, business entities, non-profits, and retirement plans, offering personalized portfolio management, financial planning, tax preparation, and retirement-plan advisory. The firm constructs customized asset-allocation models and manages both discretionary and non-discretionary portfolios, including private investment funds and pooled vehicles with audited financials and separate offering documents.

William Ebs is a CFP® with 17 years of industry experience, currently affiliated with Momentum Independent Network Inc. He has worked at SWS Financial Services Inc. since 2015. Outside of advisory services, he provides tax preparation and bookkeeping through JEFF HUFFORD CPA, LLC. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients. The firm offers advisory and brokerage services with a platform model relying on third-party managers and Envestnet, integrating Hilltop affiliates for municipal bond strategies and cash management solutions.

Samuel Hutchings is a CFA® charterholder with 10 years of industry experience. He has been with The London Company of Virginia since 2015. The London Company of Virginia is an independent 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 approach focused on downside protection and offers multiple concentrated and international equity strategies with explicit risk controls.

Victoria Bryant is a financial advisor at RiverFront Investment Group, LLC with seven years of industry experience. She holds a Series 66 designation and has worked at RiverFront and ALPS Distributors, Inc. She is also the Director of Business Development for RiverShares, a role she has held since 2019. RiverFront Investment Group provides investment management services to individual investors, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a Price Matters® valuation framework combined with tactical asset allocation and risk management, delivering portfolios through wrap-fee programs and custom solutions.

Ryan Gibbs is a financial advisor at Savvy with 20 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Claris Financial, Triad Advisors, and New York Life. In addition to his advisory role, he is involved in insurance and annuity sales with multiple carriers. Savvy provides investment and financial planning services to individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized, primarily index-based long-term investment strategies alongside active equity portfolios and integrates third-party fintech tools and specialized sub-adviser strategies.

Anthony De Trane is a financial advisor at Cary Street Partners in Richmond, VA, holding Series 63 and Series 65 licenses with one year of industry experience. His prior work includes roles at Apella Wealth, PBMares Wealth Management LLC, Atlantic Union Bank, and Christopher Newport University. Cary Street Partners serves a diverse client base including individuals, corporations, trusts, and retirement plans, offering portfolio management, financial planning, and access to proprietary investment strategies. The firm integrates AI tools and utilizes affiliated asset managers and third-party sub-advisers to support its investment approach.