John Spiers is a CFA® charterholder with 17 years of industry experience. He has been with The Main Street Group since 2016, with a brief one-year tenure at EGA Capital, LLC. The Main Street Group provides fee-based investment advisory services, financial planning, retirement-plan consulting, and managed portfolios to individuals and high-net-worth clients. The firm employs a primarily long-term investment approach, utilizing diversified mutual funds, ETFs, and other securities, and features technology-driven solutions including Artificial Intelligence for data analysis under human supervision.

Edward Hoppe III is a CFP® and PFS™ with 22 years of industry experience. He has been with Verus Financial Partners in Richmond, VA, since 2012. Verus Financial Partners provides discretionary investment management, financial planning, and tax planning services to individuals and families, including high-net-worth clients. The firm primarily uses mutual funds and ETFs, applying fundamental analysis with a mix of long- and short-term strategies, and incorporates cash as an asset class in its approach.

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 in Glen Allen, VA, holding Series 63 and Series 66 licenses and having 16 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC for seven years before joining Cary Street Partners in 2018. Outside of his advisory role, he is co-owner and managing member of BDK, LLC, which holds legacy family trust assets, and is involved in Alison Keller Designs, a design business. Cary Street Partners provides advisory and financial planning services to a diverse client base, including individuals, retirement plans, trusts, corporations, and institutional clients, offering a broad investment menu and proprietary strategies through its affiliated asset manager.

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 prior roles include positions at ALPS Distributors, Inc. and Capital One. RiverFront provides investment management services to individual investors, trusts, pension and profit-sharing plans, charitable organizations, and corporations, delivering model asset-allocation portfolios through wrap-fee programs and Custom Portfolio Solutions. The firm’s investment approach combines the Price Matters® valuation framework with tactical asset allocation and security selection across global fixed income and equities, emphasizing risk management through various strategies and platforms.

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 at Apollon Wealth Management, LLC with two years of industry experience. He holds the Series 65 designation and has prior work experience at Choreo, LLC and Cary Street Partners. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, families, businesses, charitable organizations, and institutional clients. The firm offers a range of services including financial planning, portfolio management, retirement plan advisory, and sub-advisory services, utilizing a combination of centrally managed strategies and locally managed portfolios tailored to client needs.

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 Virginia Asset Management, MML Investors Services LLC, and Cetera. Outside of her advisory role, she volunteers as the social director for a youth football program, organizing social events and ceremonies. Cary Street Partners provides investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients. The firm uses a broad range of investment options and proprietary strategies, serving a diverse client base that includes state and municipal government entities and insurance companies.

Joseph Godsey Jr. is a Series 65-licensed advisor with 26 years of industry experience. He has worked at Pinnacle Associates, Ltd. since 2023, following 17 years at Investment Management of Virginia, LLC, and six years at Kanawha Capital Management, LLC. Pinnacle Associates, Ltd. provides discretionary investment management and financial planning services to individuals, families, trusts, corporations, endowments, foundations, and retirement plans. The firm focuses on fundamental, bottom-up equity analysis with a valuation-sensitive, long-term approach and offers strategies through direct portfolios, model portfolios, and managed account platforms.

Jonathan Holljes is a financial advisor with Brookwood Investment Group and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 40 years of industry experience and has held roles at several firms, including Redwood Private Wealth LLC and LPL Financial. He is also the managing director of Redwood Tax Specialists and operates Holljes Financial LLC, which involves real estate purchasing for resale. 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 customizes portfolios using a variety of investment strategies and maintains multiple affiliated businesses alongside proprietary partner offices.

Marvin Morse is a CFA® charterholder with 29 years of experience in the financial industry. He currently works at Blueprint Financial Advisors and has previously held roles at Morse Capital Partners, Cary Street Partners, and Ernst & Young Investment Advisers. Blueprint Financial Advisors is a multi-advisor SEC-registered firm managing approximately $1.4 billion in client assets. The firm serves individuals, trusts, pension and ERISA plans, and nonprofit entities, offering portfolio management, comprehensive financial planning, and retirement plan consulting. Blueprint employs a proprietary strategic-and-tactical investment approach across diversified asset classes and provides access to private placements and other illiquid investments.

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 industry experience. She currently works at Cary Street Partners and previously held roles at Stony Point Wealth Management and Ameriprise. King serves as Finance Committee Chair for the Richmond SPCA and is co-manager of Hopechest LLC, a family investment entity. Cary Street Partners provides investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, trusts, corporations, and institutional clients, utilizing a broad range of investment options and proprietary strategies through affiliated asset managers.