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.

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.

Kathryn Pruitt is a financial advisor at Heartwood Wealth Advisors, LLC in Richmond, VA, holding Series 66, 63, and 65 licenses with nine years of industry experience. She worked at Wells Fargo Advisors for three years before joining Heartwood Wealth Advisors in 2019. Kathryn is also a Notary Public in the State of Virginia. Heartwood Wealth Advisors serves high-net-worth individuals, families, trusts, charitable organizations, small businesses, and retirement plans, generally requiring clients to have at least $2 million in assets. The firm emphasizes capital preservation, cost control, and tax efficiency through diversified, tailored portfolios managed with regular client collaboration and reporting.

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 16 years of industry experience. He has been with The Main Street Group since 2016, with a one-year tenure at EGA Capital, LLC in between. He is based in Glen Allen, VA. The Main Street Group is an eight-advisor team managing approximately $470 million for about 688 clients. The firm offers investment advisory and financial planning services primarily to individual and high-net-worth clients, using customized, diversified portfolios with a primarily long-term orientation and systematic features such as rebalancing and tax-loss harvesting.

Edward Hoppe III is a CFP® and PFS™ with 21 years of industry experience, currently serving as an advisor at Verus Financial Partners in Richmond, VA, where he has worked since 2012. Verus Financial Partners primarily serves individuals and families, including high-net-worth clients, offering discretionary investment management alongside optional financial and tax planning services. The firm employs a fundamental analysis approach with diversified asset allocation, including regular use of Dimensional Fund Advisors (DFA) funds and independent proxy-voting services.

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 career includes roles at RiverFront Investment Group and ALPS Distributors, Inc., as well as prior experience at Capital One and Virginia Tech. Outside of finance, he briefly operated an auto spa business. RiverFront Investment Group provides discretionary portfolio management and model-based investment solutions to individual investors, trusts, pension and institutional clients, and acts as a sub-adviser to registered investment companies. The firm employs a multi-advisor platform with a “Price Matters” investment framework that integrates strategic and tactical asset allocation, security selection, and risk management.

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 with Apollon Wealth Management, LLC in Richmond, VA. He holds a Series 65 credential and has two years of industry experience. His prior work includes roles at Choreo, LLC and Cary Street Partners. Apollon Wealth Management serves individuals, families, businesses, and institutions by providing investment management, financial planning, and retirement plan advisory services. The firm uses a combination of centrally managed and locally managed strategies with a focus on fundamental analysis, ESG risk-based models, and tax management tools.

Hunter Gallalee is a financial advisor with RiverFront Investment Group, LLC, holding a Series 66 credential and eight years of industry experience. His background includes roles at RiverFront Investment Group and ALPS Distributors, where he was involved in marketing and sales for the RiverFront Funds. RiverFront Investment Group offers discretionary portfolio management and model-based investment solutions to individual investors, trusts, pension and institutional clients, and serves as a sub-adviser to registered investment companies. The firm employs a multi-advisor platform and integrates strategic and tactical asset allocation with security selection and risk management under its “Price Matters” framework.