Alison Brown is a financial advisor at StoneX Advisors Inc. with four years of industry experience. She holds Series 65 and Series 66 licenses and has previously worked with Equity Concepts LLC / Cambridge Investment Research and Three Chopt Financial Planning LLC. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services through independent advisors and an in-house Private Client Group. The firm utilizes various platforms and model-based solutions and supports multiple account structures to implement investment strategies.

Melanie Roberts is a financial advisor at United Brokerage Services, Inc. with seven years of industry experience. She holds the Series 66 designation and previously worked at Equitable Advisors and Edward Jones. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, including high-net-worth clients, as well as corporate pension and profit-sharing plans and trust clients. The firm offers a variety of investment programs, primarily managing client assets on a non-discretionary basis, and maintains affiliations with United Bank and Wells Fargo.

Melanie Lee is a financial advisor at Integrity Advisory Solutions with one year of industry experience. She holds a Series 65 designation and also operates Lee Law Office, P.L.L.C., a law practice she has owned since 2007. Outside of her advisory role, she manages a funeral trust service that involves reviewing funeral products with clients. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm offers portfolio management, financial planning, retirement consulting, and sub-advisory services, utilizing both discretionary and non-discretionary strategies across various asset classes and relying on third-party platforms and managers.

Thaddeus Carter is a CFA® charterholder with nine years of industry experience. He currently serves as an advisor at The London Company of Virginia, where he has worked since 2023. Prior to that, he spent nine years at Barrow, Hanley, Mewhinney & Strauss, LLC. The London Company of Virginia is an independently owned investment adviser managing approximately $16 billion in discretionary assets for individuals, high net worth clients, pension plans, foundations, charitable organizations, and institutional investors. The firm employs a conservative, bottom-up equity investment process focused on downside protection, offering multiple concentrated and international equity strategies with risk controls and sector limits.

Alexander Fraser is a CFA® charterholder with nine years of industry experience, currently serving as an investment professional at The London Company of Virginia since 2018. Prior to this, he worked at Stifel Financial from 2016 to 2018. Fraser is based in Richmond, VA. The London Company of Virginia manages approximately $14.9 billion in discretionary assets for individual and institutional clients through various investment platforms. The firm employs a conservative, long-term equity approach focused on balance-sheet optimization, quantitative screening, and fundamental analysis.

Stephen Goddard is a CFA® charterholder with 31 years of industry experience. He has been with The London Company of Virginia since 1994. The London Company of Virginia is an independently owned, SEC-registered investment adviser managing approximately $16.0 billion in discretionary assets. The firm provides equity portfolio management to individuals, high net worth clients, pension plans, foundations, charitable organizations, and other institutional investors through various investment vehicles and employs a conservative, bottom-up equity process focused on downside protection.

Lashae Mcmillan is a financial advisor at Signal Advisors Wealth, LLC with seven years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at firms including Fidelity Investments, Bank of America, and Merrill. Lashae also serves in an insurance sales capacity through McGregor Financial Group, providing life insurance and annuity products. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and their retail clients. The firm employs a primarily top-down, tactical asset allocation strategy combined with fundamental, quantitative, and technical analysis, while supporting a high volume of retail accounts across its multi-team structure.

James Massengill is a financial advisor with Capitol Securities Management, Inc. in Glen Allen, VA, holding Series 63 and Series 65 licenses and with 39 years of industry experience. He has been with Capitol Securities Management since 2013. Capitol Securities Management serves individuals, corporate and charitable clients, trustees, and plan sponsors by providing brokerage and investment advisory services along with financial planning, pension consulting, insurance products, and educational seminars. The firm manages assets through separately managed accounts and various wrap fee programs, employing a range of investment instruments and third-party money managers.

Ronald Alley is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and 33 years of industry experience. He has been with Mutual of Omaha Investor Services and Mutual/United of Omaha Insurance Company since 1990. Alley operates a separate entity, Ron Alley Financial Services, LLC, which offers life insurance, Medicare supplement, long-term care, disability insurance, fixed annuities, and Medicare-related plans. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and retirement plan consulting, working primarily through a network of Investment Advisor Representatives who recommend model portfolios or third-party managers on an approved platform.

Laura Gardner is a Series 65-licensed financial advisor with eight years of industry experience. She has been with The London Company of Virginia since 2011. The London Company of Virginia is an independently owned, 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 process focused on downside protection, offering multiple concentrated and international equity strategies with risk controls and a high client count per advisor supported by extensive intermediary distribution.

Earl Stewart Jr. is a financial advisor at StoneX Advisors Inc. with 40 years of industry experience. He holds Series 63 and Series 66 credentials and has been with StoneX Advisors since 2016. Outside of his advisory role, he is a member of BCES, LLC, a company that manages office space and shared expenses. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services. The firm utilizes a range of advisor-managed portfolios, proprietary models, and third-party managers to implement investment strategies across multiple account structures.

Kent Engelke is a financial advisor with Capitol Securities Management, Inc. in Glen Allen, VA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Capitol Securities since 2008. Outside of his advisory role, he is a managing partner of KKD LLC, a single-purpose real estate rental business. Capitol Securities Management serves individuals, corporate and charitable clients, trustees, and plan sponsors, providing brokerage and investment advisory services alongside financial planning, pension consulting, insurance products, and educational seminars. The firm manages assets through a variety of account types and investment vehicles, delivering advice via a network of representatives who develop client-specific investment policies.

Ryan Hissey is a financial advisor at The London Company of Virginia with five years of industry experience. He holds a Series 65 credential and has worked at Southwind Capital and Davenport and Company prior to joining The London Company of Virginia in 2019. Before his financial career, he was employed by the Toronto Blue Jays Baseball organization from 2015 to 2019. The London Company of Virginia is an independently owned, SEC-registered investment adviser managing approximately $16.0 billion in discretionary assets for individuals, institutions, and other clients. The firm uses a conservative, bottom-up equity approach focused on downside protection and offers multiple concentrated and international equity strategies.

John Coulter is a Series 66 licensed advisor at Capitol Securities Management, Inc. with eight years of industry experience. He has been with Capitol Securities Management since 2016 and has prior work experience at Red Robin. Capitol Securities Management serves individuals, including high-net-worth clients, corporate and charitable organizations, trustees, and plan sponsors by offering brokerage and investment advisory services along with financial planning, pension consulting, insurance products, and educational seminars. The firm manages assets through separately managed accounts, wrap fee programs, third-party money managers, and model portfolios.

Robert Burke is a CFA® charterholder with 29 years of industry experience, currently serving at Brockenbrough since 1996. He holds a Series 65 license and dedicates part of his time as a paid volunteer for the CFA Institute, working on various projects. Brockenbrough provides discretionary and non-discretionary investment management and Outsourced Chief Investment Officer (OCIO) services to high-net-worth individuals, trusts, foundations, endowments, and institutional clients. The firm manages approximately $4.3 billion in client assets and offers customized portfolios that blend traditional and non-traditional asset classes using both proprietary strategies and third-party managers.

Thomas Huddleston Jr. is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 credentials and 26 years of industry experience. He has worked at Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company since 2019, with prior experience at LPL Financial LLC and Middleburg Bank. Outside of his advisory role, he is also an insurance agent specializing in life, health, and annuity products and is involved with Fresnel Financial Services, LLC. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans through various managed account programs and financial planning services. The firm operates within the Mutual of Omaha group, integrating advisory, broker-dealer, and insurance businesses, and uses platforms such as Envestnet and Pershing to deliver managed solutions.

Stuart Lipsteuer is a financial advisor with First Citizens Asset Management, Inc. in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior work includes roles at Ryan LLC and Thomson Reuters. First Citizens Asset Management provides investment advisory and sub-advisory services to individuals, trusts, corporations, institutional accounts, and municipal entities. The firm manages global, multi-asset model portfolios across various implementation frameworks using a combination of quantitative and qualitative criteria.

Reginald Pickral is a financial advisor at Pinnacle Associates, Ltd. with 19 years of industry experience. He holds the Series 66 and Series 65 designations and has worked at Pinnacle Associates since 2023, following several years at Investment Management of Virginia, LLC. Pinnacle Associates provides discretionary investment management and financial planning services to a diverse client base, including individuals, families, trusts, corporations, and charitable organizations. The firm focuses on fundamental, bottom-up equity analysis with a long-term valuation-sensitive approach and offers its strategies through various platforms including model portfolios and unified managed accounts.

Austin Brockenbrough IV is a CFA® charterholder with 24 years of industry experience, currently serving at Brockenbrough in Richmond, VA. He has been with Lowe, Brockenbrough & Company, Inc. since 1998. Outside of financial advising, he is chairman of the board for Green Top Sporting Goods and a partner in Truth Reels, LLC, a fishing reel manufacturer. Brockenbrough provides discretionary and non-discretionary investment management and Outsourced Chief Investment Officer (OCIO) services to high-net-worth individuals, trusts, foundations, endowments, and institutional clients. The firm manages customized portfolios using both proprietary strategies and third-party managers, and it sponsors multiple affiliated pooled investment vehicles including the Jamestown Equity Fund.

Stephen Owen is a CFA® charterholder with 21 years of industry experience. He has worked at The London Company of Virginia since 2020 and previously spent 13 years at Touchstone Securities, Inc. and IFS Financial Services, Inc. in Richmond, VA. The London Company of Virginia is an independently owned, SEC-registered investment adviser managing approximately $16.0 billion in discretionary assets. The firm provides equity portfolio management to individuals, high net worth clients, pension plans, foundations, charitable organizations, and institutional investors, employing a conservative, bottom-up equity process focused on downside protection.