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.

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.

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 financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and bringing 20 years of industry experience. He previously worked at SunTrust Advisory Services and Suntrust Investment Services, Inc. Lutz is also a wealth advisor and investment advisor representative at Freedom Fiduciary Advisors and is an owner of TwoTwentyTwo Wealth, which he uses solely to collect compensation related to his advisory activities. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent financial advisors. The firm serves individuals, retirement plans, charitable organizations, corporations, and other business entities, offering a range of investment management, financial planning, and retirement services with access to both in-house and third-party solutions.

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 at Burgess Partners, LLC and Wells Fargo Advisors Financial Network LLC. He serves as treasurer for the Longwood University Trust and is a board member of the Brookfield Foundation, a nonprofit organization. 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 variety of investment strategies such as Tactical Momentum and Earnings Momentum, and manages accounts on a discretionary basis through wrap fee programs and third-party managers.

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 licenses and with 29 years of industry experience. He has worked extensively at RiverFront Investment Group and held a role at ALPS Distributors, Inc. Smyth serves on the Virginia Retirement Systems Advisory Committee and participates on the finance committee of Goochland Cares, a local charity and food bank. RiverFront Investment Group provides discretionary portfolio management and model-based investment solutions primarily to individual investors, as well as trusts, pension, and institutional clients. The firm employs a multi-advisor platform and combines strategic and tactical asset allocation with security selection and risk management under its “Price Matters” framework.

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 Glen Allen, VA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with StoneX Advisors since 2016 and StoneX Securities since 2015. Outside of his advisory role, he is a member of BCES, LLC, which manages shared office expenses. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services. The firm employs a variety of investment strategies through independent advisors and an in-house Private Client Group, utilizing multiple platforms and third-party money managers.

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.

Wendy Kerns is a financial advisor at RiverFront Investment Group, LLC with 28 years of industry experience. She holds Series 63 and Series 65 licenses. Her career includes roles at RiverFront Investment Group since 2013 and Alps Distributors, Inc. from 2010 to 2026. RiverFront Investment Group provides discretionary portfolio management and model-based investment solutions primarily for individual investors, trusts, pension and institutional clients, and serves as a sub-adviser to registered investment companies (ETFs). The firm employs a multi-advisor platform and combines strategic and tactical asset allocation with security selection and risk management under its “Price Matters” framework.

Kristin Carleton is a financial advisor at Sound Income Strategies, LLC with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Raymond James Financial Services and James River Wealth Advisors. Outside of her advisory role, she is involved in special needs planning as a part owner and CEO of All Needs Planning LLC and serves on several nonprofit boards related to disability and education, including GRASP and Carillon Academy. She is also an author and occasionally engages as a paid speaker. Sound Income Strategies is a fee-based investment adviser serving a broad client base that includes individuals, corporations, pension plans, and other advisors. The firm focuses on fixed-income and income-oriented strategies, actively managing portfolios through fundamental and technical analysis while offering specialized services such as tailored family-office and special-needs planning.

Charles Coreth is a CFP® with 46 years of experience in the financial advisory industry. He is currently with CG Advisory Services and has previously worked at Capital Asset Advisory Services, AIG Retirement Advisors, and COREDO, LLC. Outside of his advisory work, he serves on the board of directors and as program director for The Rotary Club of Richmond and provides financial guidance to the Finance Committee of the Church of the Good Shepherd. CG Advisory Services is an SEC-registered firm managing approximately $4.02 billion for a diverse client base, including individuals, pension plans, charitable organizations, and businesses. The firm utilizes proprietary discretionary model portfolios and a variety of customized investment strategies supported by an Investment Committee and technology platforms.

James Crooks Jr. is a financial advisor at Sequent Planning, LLC with one year of industry experience. He holds a Series 65 designation and has also worked at SurePoint Financial, LLC since 2013. Outside of advising, he serves as Vice President of Bridgeway Logistics, LLC, a last-mile delivery company, where he manages human resources and fleet operations. Sequent Planning, LLC is an SEC-registered investment adviser serving individuals, retirement plan sponsors, small and medium-sized businesses, endowments, and nonprofit organizations. The firm provides asset management, financial planning, access to third-party model managers, and comprehensive retirement-plan services through a network of approximately 97 investment adviser representatives.

Jody Bruce is a financial advisor with United Brokerage Services, Inc. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities LLC, Minnesota Life, Securian Financial Services, Virginia Asset Management, and Nationwide. He also serves as an agent with Midland National, focusing on fixed life insurance business. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, corporate pension and profit-sharing plans, and trust clients through various wrap fee and advisory programs. The firm primarily manages assets on a non-discretionary basis, with investment approaches tailored by advisor and program, and maintains affiliations with United Bank and Wells Fargo.

Kyla Ward is a financial advisor at Beacon Capital Management, Inc. with five years of industry experience. She holds the Series 66 designation and has worked at firms including Sammons Financial Network, Midland National Life Insurance Company, National Life Group, and LPL Financial. Beacon Capital Management provides third-party model portfolio management and direct discretionary portfolio management to advisory platforms and retail advisors. The firm serves a diverse client base that includes individuals, pension and profit-sharing plans, corporations, charitable organizations, trusts, and other institutional clients, using primarily mechanical, data-driven tactical allocation strategies.