Hunter Gallalee is a financial advisor at RiverFront Investment Group, LLC with eight years of industry experience. He holds a Series 66 designation and has worked at RiverFront since 2018 in various roles, as well as at ALPS Distributors from 2018 to 2026 and NetApp from 2016 to 2018. RiverFront Investment Group provides investment management 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 security selection across global fixed income and equities, delivering solutions through wrap-fee programs, model portfolios, and custom strategies.

Justin Cason is a CFP® and holds a Series 65 license with four years of industry experience. He is currently with CG Advisory Services and has previously worked at Lumos Wealth Advisors and Verus Financial Partners. From 2016 to 2021, he was involved with Young Life. CG Advisory Services is an SEC-registered advisory firm serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm employs a largely model-driven investment approach with oversight from an Investment Committee and offers a range of services including discretionary portfolio management, financial planning, and retirement-plan consulting.

Delores Remo is a Certified Financial Planner (CFP®) with 19 years of industry experience, currently serving at Heritage Wealth Advisors since 2005. She is based in Richmond, VA, and holds a Series 65 license. Outside of her advisory role, Remo serves as a board member of Chesapeake Financial Shares, Inc., a consumer and commercial banking institution. Heritage Wealth Advisors provides investment advisory and consulting services to individuals, families, trusts, business entities, non-profits, and retirement plans. The firm’s investment approach involves customized asset allocations and utilizes a range of investment vehicles, including private funds, with regular portfolio reviews conducted by an Investment Policy Committee.

Jacqueline Carrico is a Series 66-licensed financial advisor with 12 years of industry experience. She is currently with RiverFront Investment Group, LLC and has held various roles within the firm as well as at ALPS Distributors, Inc. and Morgan Stanley. RiverFront Investment Group serves individual investors, trusts, pensions, charitable organizations, and corporations by providing model asset-allocation portfolios and Custom Portfolio Solutions. The firm’s investment approach integrates a valuation framework called Price Matters® with tactical asset allocation, global security selection, and risk management across multiple delivery platforms.

Karilyn Meeker is a financial advisor at Cary Street Partners with four years of industry experience. She holds a Series 66 designation and has previously worked at firms including MML Investors Services, MassMutual Life Insurance, Cetera, and Virginia Asset Management. Outside of her advisory role, she volunteers as the social director for a youth football program, organizing social events and ceremonies. Cary Street Partners serves a diverse client base including individuals, corporations, trusts, retirement plans, and institutional clients. The firm offers portfolio management, financial planning, and access to proprietary and third-party investment strategies, employing AI tools alongside human oversight in its investment process.

Joseph Godsey is a financial advisor at Pinnacle Associates, Ltd. in Richmond, VA, holding a Series 65 designation with 26 years of industry experience. He has worked at Pinnacle Associates since 2023 and has concurrently been with Investment Management Of Virginia, LLC since 2006. Pinnacle Associates, Ltd. provides discretionary investment management and financial planning services to a broad client base, including individuals, families, institutions, and pension plans. The firm employs a fundamental, bottom-up investment approach with a long-term focus and offers tailored portfolios that include equity strategies, bonds, mutual funds, ETFs, and option overlays, while also serving as a sub-advisor and model provider to other advisers and wrap programs.

Jonathan Holljes is a financial advisor at Brookwood Investment Group with over 40 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. His prior experience includes roles at Redwood Private Wealth LLC, LPL Financial, and Colonial River Investments, among others. He is also the managing director of Redwood Tax Specialists and has been an independent licensed insurance producer since 1982. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans by providing portfolio management, financial planning, and retirement plan advisory services. The firm uses a range of investment strategies tailored to client objectives and maintains multiple affiliated businesses along with platform relationships to support its service offerings.

Marvin Morse is a CFA® charterholder with 29 years of industry experience. He is currently a financial advisor at Blueprint Financial Advisors and has also been involved with Morse Capital Partners, LLC since 2008. Blueprint Financial Advisors is a multi-advisor firm offering discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement plan consulting to individuals, trusts, pension and ERISA plans, and nonprofit entities. The firm manages approximately $1.4 billion in assets and employs a proprietary strategic-and-tactical investment approach that incorporates diversified asset classes and trend-following rules to guide portfolio adjustments.

Edwin Martin III is a financial advisor at Waverly Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Heartwood Wealth Advisors LLC and Wells Fargo Advisors. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-markets allocations and offers a range of investment management and financial planning services.

Elizabeth King is a CFP® with 22 years of experience in the financial industry. She joined Cary Street Partners in 2026 after a decade at Stony Point Wealth Management Inc. King serves as the finance committee chair for the Richmond SPCA and is co-manager of Hopechest LLC, a family investment-related entity. Cary Street Partners serves a diverse client base that includes individuals, corporations, trusts, and institutional clients, offering portfolio management, financial planning, and access to proprietary and third-party investment strategies supported by AI tools and affiliated businesses.

James Campbell is a CFA® charterholder with 17 years of industry experience, currently serving as an advisor at The London Company of Virginia since 2010. He is based in Richmond, VA, and has been with the firm for 16 years. The London Company of Virginia is an independently owned, SEC-registered investment adviser managing approximately $16 billion in discretionary assets. The firm provides equity portfolio management to individuals, high net worth clients, pension plans, foundations, and institutional investors through various strategies focused on downside protection and risk-controlled equity selection.

Cody Hughes is a financial advisor at Cary Street Partners in Richmond, VA, holding a Series 65 designation. He has one year of experience at Cary Street Partners and previously worked in healthcare and technology sectors. Cary Street Partners serves a diverse client base including individuals, corporations, trusts, and retirement plans, providing portfolio management, financial planning, and access to proprietary and third-party investment strategies. The firm integrates AI tools with human oversight to assist in portfolio modeling and research.

Nelson Lutz is a Series 66-licensed advisor with over 21 years of experience, currently serving at Kestra Private Wealth Services, LLC since 2022. He previously worked at SunTrust Advisory Services and SunTrust Investment Services, Inc, accumulating 21 years at those firms. Outside of his primary role, he is involved as a Wealth Advisor with Freedom Fiduciary Advisors and is the owner of TwoTwentyTwo Wealth, which he uses solely for compensation purposes. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets. The firm serves both individual and institutional clients, offering access to a broad range of investment products and platforms within a structured oversight framework.

Chris Glasscock is a financial advisor with OnePoint BFG Wealth Partners in Richmond, VA, holding the ChFC® and Series 63 designations and bringing 23 years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Donald Creech. Glasscock is also the owner of Baykinrea, LLC and a part owner of CNCG2, LLC and GS1250FL, LLC, where he serves as lead advisor managing client relationships and assets. OnePoint BFG provides customized financial planning and wealth management services to individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs a range of proprietary and third-party portfolio strategies, with most client assets managed on a discretionary basis, and incorporates formal portfolio monitoring and AI-assisted documentation tools.

David Nystrom is a financial advisor at Thurston Springer Advisors with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Burgess Partners, LLC and Wells Fargo Advisors Financial Network LLC. Nystrom serves as treasurer of the Longwood University Trust and is a board member of the Brookfield Foundation. Thurston Springer Advisors provides financial planning, portfolio management, and fiduciary services to individuals, corporations, retirement plans, and trusts. The firm employs a range of investment strategies, including discretionary and non-discretionary programs, blending buy-and-hold, asset allocation, and more active technical and fundamental approaches.

Joseph Jennings is a CFA® charterholder with 14 years of industry experience. He has been with Lowe, Brockenbrough & Company, Inc. since 1999. 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. The firm manages approximately $4.3 billion in client assets and offers customized portfolios using both proprietary strategies and third-party managers, with a focus on coordination alongside clients’ trust, tax, and other advisors.

Roderick Smyth is a financial advisor with RiverFront Investment Group, LLC, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked extensively at RiverFront and ALPS Distributors, Inc., and serves as an advisory board member for the Virginia Retirement Systems Advisory Committee. Smyth is also involved in community service through his role on the finance committee of Goochland Cares, a local charity and food bank. RiverFront Investment Group provides investment management services to individual investors, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm combines its Price Matters® valuation framework with tactical asset allocation and security selection across global fixed income and equities, implementing strategies through various model delivery platforms and customized portfolio solutions.

Robert Walters is a CFP®-certified financial advisor with 33 years of industry experience, currently serving at Cary Street Partners since 2009. He holds Series 63 and Series 65 licenses. Outside of his advisory role, Walters is actively involved in his community through leadership positions at the Barter Theatre Foundation, where he serves as President, and as a trustee for the VA Highlands Community College Educational Foundation, as well as participating on the financial committee of Johnston Memorial Hospital. 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 investment approach that integrates traditional and alternative strategies, utilizing both third-party managers and proprietary resources.

David Ellington is a financial advisor with Stonex Advisors Inc. in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His prior roles include positions at Intl Advisory Consultants Inc., Anderson & Strudwick, Incorporated, Merrill, and Advest, Inc. He is also a member of BCES, LLC, where he manages office rental and expense payments. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing discretionary and non-discretionary portfolio management, financial planning, and related consulting services through a combination of independent advisors and an in-house private client group. The firm employs multiple account structures, model-based solutions, and various platforms to implement investment strategies and supports a large network of advisor DBAs and sub-advisory arrangements.

Adam Simpson is a financial advisor at Cary Street Partners with a Series 66 designation and three years of industry experience. His previous roles include positions at Ameriprise Financial Services, Wells Fargo Advisors, and First Clearing. Cary Street Partners serves a diverse client base including individuals, corporations, trusts, retirement plans, and institutional clients, offering portfolio management, financial planning, and other investment services. The firm utilizes proprietary strategies, sub-advisers, and AI tools to support portfolio construction and monitoring.