Daniel Hill is a CFP® with 26 years of industry experience, currently serving as the principal of Hill Wealth Strategies in Richmond, VA. He has been associated with his own firms, including D.R. Hill Wealth Strategies and D.R. Hill & Associates, since 2006. In addition to financial advising, he is involved in fixed insurance services and health insurance brokerage. Hill Wealth Strategies is a fee-based advisory firm that provides financial planning and consulting to individuals and high-net-worth clients. The firm collaborates with third-party money managers for investment implementation, focusing on cash-flow analysis and risk management while refraining from managing or custodian client assets directly.

Richard Krafcik Jr. is a financial advisor at Cobblestone Asset Management in Richmond, VA, with 20 years of industry experience. He has been affiliated with Cobblestone since 2007 and also worked with Independent Financial Group and Stack Financial Group. Outside of his advisory work, he serves on the steering team of Passion Community Church and on the board of directors for FC Richmond, a non-profit soccer organization. Cobblestone Asset Management provides discretionary portfolio management and advisory services to individuals, corporations, and other financial advisors, using a combination of quantitative, fundamental, technical, and portfolio theory analyses to tailor portfolios to client goals and risk tolerances. The firm supports multiple investment strategies and operates as a platform sponsor and wrap fee program sponsor, overseeing more than $250 million in discretionary assets.

Grant Thigpen is a financial advisor with James River Asset Management, LLC, holding a Series 65 credential. He has one year of industry experience and previously worked with Pathfinder Wealth Partners and served four years at the International Mission Board. His background includes roles in education and nonprofit organizations. James River Asset Management serves individual, high-net-worth, and institutional clients, managing approximately $273.8 million across about 411 clients with a five-advisor team. The firm offers discretionary portfolio management, integrated financial planning, and pension consulting, utilizing proprietary model portfolios overseen by an internal investment committee.

John Scott is a financial advisor at CEF Advisors with 25 years of industry experience. He holds a Series 66 designation and has been with CEF Advisors since 2001. CEF Advisors manages separate accounts for individuals, including high-net-worth households, and institutional clients, focusing on listed closed-end funds and business development companies. The firm uses a blend of fundamental research and technical analysis to select funds, emphasizing discounts to net asset value and dividend coverage, and operates a paid data and research service alongside limited consulting tied to closed-end fund strategy.

Keith Muth is a CFP® and CFA® professional with 29 years of experience in financial advising. He is currently affiliated with Watch Hill Financial Inc and has held prior roles at Private Advisor Group, LLC, Mariner Independent Advisor Network, LLC, and Select Brokers, LLC among others. Outside of his advisory work, he is the owner of Muth Financial LLC, an independent CPA firm. Watch Hill Financial Inc. is an SEC-registered investment adviser offering wealth management, financial planning, and consulting services to a broad client base that includes individuals, institutions, and other investment advisers. The firm employs a goals-based, long-term investment approach with discretionary portfolio management and may provide accounting and tax services through an affiliated CPA firm.

Jason Dodzik is a financial advisor at Cobblestone Asset Management in Richmond, VA, with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Independent Financial Group, Osaic Wealth, and Gallagher Fiduciary Advisors. Outside of his advisory role, he is involved in insurance services, acting as a life and long-term care insurance agent. Cobblestone Asset Management provides discretionary portfolio management to individuals, corporations, and other advisors, emphasizing ETFs alongside a range of asset classes. The firm employs multiple analytical methods and offers a platform for third-party advisors, managing both long- and short-term trading strategies under discretionary authority.

Meredith Henderson is a financial advisor at Avail Investment Partners, LLC with 14 years of industry experience. She previously worked at Davenport & Company, LLC for 12 years and also has ties to Investment Research Partners LLC. Avail Investment Partners provides investment management and financial planning services to individuals, families, trusts, charitable organizations, foundations, businesses, and pension plans. The firm employs a top-down, evidence-based investment approach with a focus on fundamental analysis and utilizes a range of strategies, including alternative investments and artificial intelligence tools, to support its portfolio management.

James Peak is a financial advisor with Welcome Home Wealth Advisors LLC in North Chesterfield, VA, holding Series 63 and Series 65 licenses and having 11 years of industry experience. His prior roles include positions at LPL Financial LLC, Fidelity Personal and Workplace Advisors, and Cambridge Investment Research Advisors. Outside of his advisory work, he serves as a musician at Grace and Holy Trinity Church in Richmond, VA. Welcome Home Wealth Advisors LLC provides discretionary asset management and financial advisory services to individuals, business entities, and qualified retirement plans, often using fundamental and technical analysis alongside Modern Portfolio Theory. The firm also facilitates relationships with Sub-Advisors and Third-Party Managers and integrates insurance-related activities within its service offerings.

Jeffrey Mussatt is a CFP® professional with 16 years of industry experience. He is a managing member of several ventures, including E9 Ventures, SRA Investco LLC, and Around the Green, LLC. His prior experience includes roles at Joycepayne Partners, P.C. and Kimble Advisory, LLC before joining CrossGrain Family Investments, LLC in 2021. CrossGrain Family Investments serves high-net-worth individuals and families through a concierge-style wealth advisory model with a small team and a concentrated client base. The firm offers discretionary investment management, personalized financial planning, and co-investment advisory on private opportunities, utilizing a blend of active and passive strategies tailored to client-specific goals.

Robert Wrenn is a financial advisor with MidAtlantic Capital Management, Inc. in Richmond, VA, holding a Series 65 designation and 20 years of industry experience. He has been with MidAtlantic Capital Management since 2005. MidAtlantic Capital Management provides discretionary portfolio management and retirement plan advisory services to individuals, families, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a range of investment approaches including mutual funds, ETFs, and individual securities, with a focus on continuous management and ERISA-compliant plan services.

John Depew is a financial advisor at MidAtlantic Capital Management, Inc. in Midlothian, VA, holding Series 63 and Series 65 licenses with 29 years of industry experience. He has been with MidAtlantic Capital Management since 1992. MidAtlantic Capital Management, Inc. provides discretionary portfolio management and retirement plan advisory services to individuals, families, pension and profit-sharing plans, charitable organizations, and corporations. The firm uses a combination of fundamental, technical, quantitative, and qualitative analysis to manage investments, offering customized model portfolios and ongoing monitoring within client-defined guidelines.

Eric Jackson is a financial advisor at Cobblestone Asset Management in Richmond, VA, holding the CFP®, CFA®, and Series 66 designations with six years of industry experience. Prior to joining Cobblestone, he worked at Capitol Securities Management Inc. and Envestnet MONEY GUIDE PRO. He serves as an officer and board member for the Sigma Alpha Epsilon Fraternity, managing its alumni database and active member relations. Cobblestone Asset Management provides discretionary portfolio management and advisory services to individuals, corporations, and other financial advisors, tailoring portfolios through a combination of quantitative, fundamental, technical, and modern portfolio theory analyses. The firm offers customized investment strategies including ETFs, equities, fixed income, and more, while sponsoring a wrap fee program and managing over $250 million in discretionary assets.

James Ruffin is a financial advisor at Elemental Capital Management, LLC with 18 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing Services. Since 2018, he has been with Elemental Capital Management. Elemental Capital Management is an independently owned investment adviser serving individuals, high-net-worth families, trusts, qualified retirement plans, charitable organizations, and businesses. The firm employs a bottom-up fundamental equity analysis supported by a proprietary screening model and offers discretionary management across equities, fixed income, ETFs, and mutual funds.

Lucas Swygard is a financial advisor at James River Asset Management, LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Financial Engines Advisors L.L.C. and Virginia Commercial Finance. Swygard is part of a five-advisor team serving clients from Midlothian, VA. James River Asset Management serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management, integrated financial planning, and pension consulting. The firm uses proprietary model portfolios with a long-term investment approach and provides participant education and investment seminars as part of its services.

Keith Halstead is a financial advisor at Grip Financial, LLC, holding a Series 65 designation with less than one year of industry experience. Prior to entering the financial sector, he worked for 19 years with Frederick County Public Schools and briefly at Blue Ridge Bicycles. Grip Financial LLC provides discretionary asset management and financial planning primarily for high net worth individuals. The firm offers tailored investment strategies and educational seminars, combining fundamental analysis with various investment approaches.

Michael Gilman is a financial advisor at Grip Financial, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Carlson Financial and SunTrust Bank. Outside of his advisory role, he serves as Treasurer for New Life Church Powhatan. Grip Financial LLC provides discretionary asset management and financial planning primarily for high net worth individuals. The firm offers tailored investment strategies using fundamental analysis and various approaches, alongside educational seminars and comprehensive financial planning services.

Timothy Short is a Series 65-licensed financial advisor with five years of industry experience. He is currently with Welcome Home Wealth Advisors LLC and has prior experience with Foundations Investment Advisors LLC and Wealth Preservers, Inc. He is also active as an insurance agent, involved in the sale of various insurance products. Welcome Home Wealth Advisors LLC provides discretionary asset management and financial advisory services to individuals, business entities, and qualified retirement plans, often acting as a limited-scope ERISA 3(21) fiduciary. The firm employs a range of investment methods including fundamental and technical analysis and Modern Portfolio Theory, and integrates licensed insurance activities alongside investment advisory services.

Ryan Bram is a financial advisor at Horizon Capital Management, Inc. with two years of industry experience. He holds a Series 65 designation and has prior experience at Markel Group and KPMG. Outside of advisory work, Bram serves as a Senior Financial Analyst at Dominion Energy, focusing on treasury special projects and capital funding. Horizon Capital Management serves individual clients with discretionary portfolio management and limited financial planning support. The firm emphasizes long-term equity holdings selected through fundamental and technical analysis, tailoring account management to clients’ risk profiles and income needs.

William Pusey Jr. is a Series 65-licensed financial advisor with 12 years of industry experience. He is currently with CrossGrain Family Investments, LLC and has previously worked at Kimble Advisory LLC and Keel Point Capital, LLC. He serves as treasurer and secretary of Velpar Investments, Inc. and is a board member of the Paul H Pusey Foundation. CrossGrain Family Investments serves high-net-worth individuals and families through a small advisory team offering discretionary investment management, personalized financial planning, and co-investment advisory on private opportunities. The firm employs a blend of active and passive investment approaches tailored to client-specific goals and emphasizes concierge-style family wealth services.

Ralph Short Jr. is a financial advisor with Welcome Home Wealth Advisors LLC, holding Series 63 and Series 65 designations and over 34 years of industry experience. His career includes roles at Foundations Investment Advisors, LLC, and long-term ownership of Wealth Preservers, Inc. He also operates an insurance agency under the name Welcome Home Financial Partners, focusing on life, health, and employee benefits. Welcome Home Wealth Advisors LLC provides discretionary asset management and financial advisory services to individuals, business entities, and qualified retirement plans, utilizing methods such as fundamental and technical analysis and Modern Portfolio Theory. The firm integrates insurance activities with its advisory services and manages approximately $50.7 million for around 259 clients.