Ryan Smith is a CFP® with 22 years of industry experience. He has been with Paragon Financial Services since 2012 and also maintains an affiliation with LPL Financial LLC dating back to 2010. Smith is involved in multiple investment-related activities through Paragon, including advisory and tax strategy services. Paragon Financial Services serves individual and high-net-worth clients, retirement plans, trusts, and institutions with portfolio management, financial planning, pension consulting, and estate/tax coordination. The firm offers customized and model portfolios with tactical, quantitatively informed allocation strategies and integrates tax and estate services through affiliated providers.

Thomas Marshall is a financial advisor with Virginia Estate and Retirement Planning Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has worked at Virginia Estate and Retirement Planning Advisors since 2009 and leads Virginia Tax Center, a tax consulting and preparation business. Marshall is also president of Virginia Estate and Retirement Planning Group, Inc., where he provides insurance services. Virginia Estate and Retirement Planning Advisors, Inc. serves individual and high-net-worth clients with discretionary investment management and comprehensive financial planning, including retirement income planning, tax and estate-document reviews, and managed account recommendations. The firm uses fundamental, technical, and cyclical analysis to guide investment decisions and offers ongoing portfolio oversight aligned with clients’ goals.

Robert Gillispie is a financial advisor at Yes Life Financial with two years of industry experience. He holds a Series 65 designation and has worked with the U.S. Forest Service for over ten years. Outside of his advisory role, he is a partner in a real estate venture. Yes Life Financial provides portfolio management and comprehensive financial planning services primarily to individual clients through virtual engagements. The firm emphasizes passive investment management using low-cost index funds and ETFs, supported by fundamental, technical, and cyclical analyses.

Diana Thompson is a Series 65 licensed advisor at Sovereign Capital Vantage, Inc. with nine years of experience at the firm and a total of 21 years in the industry. Prior to her current role, she worked in public schools in Hanover County and Desoto County for a total of 12 years. She is also a corporate Secretary and owner of Sovereign Capital Vantage, where she manages corporate responsibilities alongside her advisory duties. Sovereign Capital Vantage, Inc. is a fee-based advisory firm serving individual and high-net-worth clients through discretionary portfolio management and hourly financial planning. The firm oversees approximately $26.8 million for about 68 clients across three offices, using a blend of fundamental and technical analysis and offering services for both custodied and held-away retirement accounts.

Alexander Scott is a financial advisor at Alpha Advisors, LLC in Richmond, VA, holding a Series 65 designation with 14 years of industry experience. He has been with Alpha Advisors since 2013. Alpha Advisors serves primarily individuals and families, managing approximately $256 million in assets across roughly 115 clients. The firm focuses on discretionary portfolio management with an emphasis on asset allocation and diversification, using no-load mutual funds, ETFs, and separately managed accounts to implement customized model portfolios.

Todd Kuimjian is a financial advisor at Virginia Estate and Retirement Planning Advisors, Inc. with one year of industry experience. He holds the CFA® designation and Series 63 and 65 licenses. Prior to joining his current firm, he worked at Comerica Bank for four years and has been a partner and consultant at D&K CPAs, a tax preparation and consulting firm, since 2009. Virginia Estate and Retirement Planning Advisors, Inc. provides discretionary investment management and comprehensive financial planning services to individual and high-net-worth clients. The firm uses a combination of fundamental, technical, and cyclical analysis to guide investment decisions and offers ongoing portfolio oversight aligned with clients’ goals.

Marianne Esche is a financial advisor with Wealthspire Advisors in Reston, VA. She holds a Series 65 credential and has three years of industry experience. Prior to her current role, she worked at Simplicity Wealth Management and has a background in education, having taught at middle and high school levels as well as at Virginia Tech. Wealthspire Advisors serves a broad range of clients, including individuals, corporations, retirement plans, and nonprofit organizations. The firm offers wealth management, financial planning, and trustee services through a customized, relationship-driven process that emphasizes diversified, institutional-style asset allocation and ongoing portfolio oversight.

Christine Centeno is a financial advisor at Simplicity Wealth Management with 18 years of industry experience. She holds the CFP® designation and Series 66 license. Her prior experience includes roles at Virginia Commonwealth University, Atlas Financial, Salomon and Ludwin, LLC, and Wells Fargo Advisors. Simplicity Wealth Management serves individual clients, charitable organizations, and corporate plan sponsors, offering discretionary portfolio management, written financial planning, and advisory services for employer-sponsored retirement plans. The firm primarily uses a passive investment approach with index funds and ETFs, supplemented by fundamental and technical analysis, and provides ongoing subscription-style financial planning along with employee benefit plan advisory services.

Joseph Cervinka is a financial advisor at Accurate Capital and Wealth LLC with two years of industry experience. He holds a Series 65 designation and has been involved in insurance sales and services through Reliant Retirement Corporation since 2017. Kingsguard Capital primarily serves individual clients with discretionary portfolio management and ongoing investment monitoring, using model portfolios and third-party managers. The firm emphasizes asset allocation, periodic rebalancing, and manager oversight consistent with a Modern Portfolio/Efficient Market approach.

William Vernon is a financial advisor at Vernon Management Group, Incorporated, with a Series 65 credential and three years of industry experience. Prior to joining Vernon Management Group, he worked at the Country Club of Virginia and spent 15 years in education. Vernon Management Group serves individual and high-net-worth clients, trusts, estates, pension plans, and other entities, primarily through separately managed accounts. The firm emphasizes a proprietary, trend-focused investment process that incorporates technical analysis, charting, and backtesting, offering discretionary and non-discretionary portfolio management alongside comprehensive financial planning and consulting services.

Jameson Ford is a financial advisor with Accurate Capital and Wealth LLC, holding a Series 65 credential and beginning his industry career in 2023. He has experience working with Reliant Retirement Corporation alongside his role at Accurate Capital and Wealth. Accurate Capital and Wealth LLC provides fee-based investment management and financial planning primarily to individual clients, utilizing third-party portfolio managers and co-advisor platforms. The firm also sells insurance products on a commission basis and conducts public educational seminars on investment topics.

Sarah Byrd is a financial advisor at Alpha Advisors, LLC in Richmond, VA, holding a Series 65 designation with 22 years of industry experience. She has been with Alpha Advisors since 2004. Outside of her advisory work, she serves part-time as a bookkeeper for TEI. Alpha Advisors primarily serves individuals and families with approximately 115 clients and $256 million in assets under management. The firm focuses on discretionary portfolio management with an emphasis on asset allocation and diversification, using no‑load mutual funds, ETFs, and separately managed account services.

Richard Vernon is a financial advisor at Vernon Management Group, Incorporated with six years at the firm and three years of industry experience. He holds a Series 65 designation. Outside of his advisory role, Vernon is the owner of Blue Sky Life & Annuities, a business that sells life insurance and fixed annuities. Vernon Management Group serves individual and high-net-worth clients, as well as trusts, estates, and pension plans, primarily through separately managed accounts. The firm employs a proprietary, trend-focused investment approach based on technical analysis and active daily portfolio monitoring.

Peter Walls is a financial advisor at Kinloch Capital, LLC in Glen Allen, VA, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has worked at Bank of America and Merrill Lynch from 2009 to 2019 before joining Kinloch Capital in 2019. Kinloch Capital advises individuals, trusts, non-profits, pensions, and businesses, focusing on discretionary asset management, financial planning, and divorce planning services. The firm employs a dynamic, technically driven investment approach using proprietary model portfolios and emphasizes tax efficiency and low-cost investment vehicles.

Gary Wood is a CFP® with 34 years of industry experience, currently serving as the sole advisor at BDC Capital Management, Inc. He has worked at Charles Schwab & Co., Inc. since 2021 and previously spent seven years at Raymond James & Associates. Wood also conducts insurance sales as part of his business activities. BDC Capital Management, Inc. serves individuals, high-net-worth families, family-owned businesses, and charitable organizations with financial planning, discretionary portfolio management, and asset allocation services. The firm integrates investment management with tax and estate planning and provides business valuation and transition analysis for owner-run enterprises.

Emily Griswell is a financial advisor with Sovereign Capital Vantage, Inc. She holds a Series 65 designation and has been with the firm since 2024. Prior to her advisory role, she worked in property management and caregiving. Sovereign Capital Vantage, Inc. is a fee-based advisory firm providing discretionary portfolio management and hourly financial planning primarily to individual and high-net-worth clients. The firm manages portfolios using a combination of fundamental and technical analysis, employs various strategies including options trading, and services clients across three offices with a team of two advisors.

Marc Thompson is a financial advisor at Sovereign Capital Vantage, Inc. with 18 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Edward Jones from 2010 to 2017 before joining Sovereign Capital Vantage in 2017. Sovereign Capital Vantage, Inc. is a fee-based advisory firm that provides discretionary portfolio management and hourly financial planning primarily to individual and high-net-worth clients. The firm manages portfolios using a combination of fundamental and technical analysis, offering both long- and short-term strategies including options trading, and oversees approximately $26.8 million across three offices.

Deborah Tucker is a CFP® with 17 years of industry experience. She is currently with Claris Financial, LLC and previously worked at Triad Advisors and Wunderlich Securities, Inc. Deborah holds Series 63 and Series 65 licenses. Claris Financial, LLC provides fee-based portfolio management and advisory services to individuals, families, high net worth clients, small businesses, trusts, and foundations. The firm uses a flexible, client-specific investment approach that combines fundamental and technical analysis, tailoring asset mixes to clients’ goals and risk tolerance.

Benjamin Wood is a financial advisor with BDC Capital Management, Inc., holding a Series 65 designation and 12 years of experience at the firm. He is based in Glen Allen, VA, and has spent his entire advisory career with BDC Capital Management. BDC Capital Management serves individuals, high-net-worth families, family-owned businesses, and charitable organizations with financial planning, discretionary portfolio management, and asset allocation services. The firm integrates investment management with tax and estate planning and provides business valuation and transition analysis for owner-run enterprises.

Maria Lavrentyeva is a financial advisor at BDC Capital Management, Inc. She holds a Series 65 designation and has been in the industry since 2023, including prior experience at Northwestern Mutual. BDC Capital Management provides personalized financial planning and discretionary investment management to individuals, high-net-worth clients, family-owned businesses, and charitable organizations. The firm employs a top-down investment approach that integrates fundamental, technical, and cyclical analysis, with ongoing portfolio monitoring and periodic rebalancing.