Mark Boccarossa is a financial advisor with Legacy Wealth Management Group, Inc., holding a Series 65 designation and three years of industry experience. His prior roles include positions at Old Dominion Insurance Partners and Liberty University. He is also active as an insurance agent with Old Dominion Insurance Partners. Legacy Wealth Management Group, Inc. is an SEC-registered advisory firm serving individual and high-net-worth clients through a six-advisor team. The firm offers discretionary investment management, comprehensive financial planning, and consulting services, utilizing tailored investment strategies and quarterly account reviews.

Logan Stamm is a financial advisor at Legacy Wealth Management Group, Inc. in Lynchburg, VA, holding a Series 65 designation and bringing one year of industry experience. Prior to his current role, he was with Healey Company from 2016 to 2024. Legacy Wealth Management Group, Inc. serves individual and high net worth clients with discretionary investment management, comprehensive financial planning, and consulting. The firm employs a customized approach to portfolio construction, incorporating asset allocation, dollar-cost averaging, and technical analysis, and manages approximately $289.8 million across about 963 client relationships.

Jeffery Bruffy is an advisor at Legacy Wealth Management Group, Inc. in Lynchburg, VA, holding a Series 65 designation. His professional background includes roles at Legacy Life LLC and C.W.Wright, as well as experience in education at Appomattox High School and Appomattox Middle School. Legacy Wealth Management Group, Inc. provides discretionary investment management, financial planning, and consulting services to individuals and high net worth clients. The firm manages approximately $289.8 million across about 963 client relationships with a team of seven advisors and offers customized portfolios based on various investment strategies.

Matthew Turner is a CFP® with seven years of industry experience, currently serving as an advisor at Selective Wealth Management, Inc. He has held roles at Selective Wealth Management since 2018 and has extensive prior experience at Strategic Funding, LP and Coley, Eubank & Company, P.C. In addition to his advisory work, he serves as the CFO of Strategic Funding, a nonbank lender specializing in business use real estate. Selective Wealth Management, Inc. serves individual and high-net-worth clients with portfolio management and financial planning services. The firm manages approximately $426 million in assets across eight advisors and offers discretionary investment supervision, separately managed accounts, and client-tailored financial planning through a broader physical footprint of seven offices.

Jacob Zody is a financial advisor at Legacy Wealth Management Group, Inc. in Lynchburg, VA, holding a Series 65 credential with two years of industry experience. His prior work includes roles at Liberty University and Gull Lake Ministries. Legacy Wealth Management Group is an SEC-registered advisory firm serving individual and high-net-worth clients through a six-advisor team. The firm provides discretionary investment management, comprehensive financial planning, and consulting services, employing tailored strategies based on client objectives, time horizon, and risk tolerance.

Branden Bosch is a financial advisor with Legacy Wealth Management Group, Inc. in Lynchburg, VA, holding a Series 66 credential and 12 years of industry experience. He is a co-owner of Legacy Auditorium, LLC, a business involved in rental management, and serves as a general board member of the Lynchburg Life Saving & First Aid Crew, a nonprofit CPR training organization. Legacy Wealth Management Group, Inc. offers discretionary investment management and comprehensive financial planning services primarily to individuals and high net worth clients. The firm manages approximately $289.8 million across about 963 client relationships with a team of seven advisors and employs customized portfolios based on various investment strategies.

Joshua Stamm is a financial advisor with Legacy Wealth Management Group, Inc. in Lynchburg, VA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Legacy Wealth Management Group since 2022 and is also involved in non-investment related businesses, including co-ownership of Legacy Auditorium, LLC and operations with Old Dominion Insurance Partners, LLC, which focuses on property and casualty insurance and Medicare supplements. Legacy Wealth Management Group, Inc. provides discretionary investment management, comprehensive financial planning, and consulting services to individuals and high net worth clients. The firm employs a customized investment approach with portfolio management strategies based on asset allocation, dollar-cost averaging, and technical analysis, serving approximately 963 client relationships through a team of seven advisors.

Thomas Richards is a financial advisor with Wealthcare Advisory Partners LLC in Lynchburg, VA, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Richards also engages in insurance sales as a non-investment related activity. Wealthcare Advisory Partners LLC manages approximately $6 billion in client assets through a team of over 150 advisors. The firm serves individuals, trusts, estates, retirement plans, charitable organizations, and businesses, offering wealth management, financial planning, and access to alternative investments using a goals-based planning process supported by proprietary software and an evidence-based investment framework.

James Benet is a financial advisor with Sowell Management, holding Series 63 and Series 65 credentials and has 23 years of industry experience. He has been affiliated with Triumphant Portfolio Management, LLC and Sowell Management Services for the past 10 years. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services through an independent-contractor model with over 100 investment adviser representatives.

Jeffrey Helgeson is a financial advisor at StoneX Advisors Inc. with 35 years of industry experience. He holds the ChFC® designation and has been with StoneX Advisors since 2015. In addition to his advisory role, Helgeson has served as an adjunct professor teaching business and finance courses at Liberty University, Sweet Briar College, and Kentucky State University. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, and consulting services through a combination of independent advisors and an in-house Private Client Group. The firm utilizes various platforms and investment solutions, including proprietary models and third-party money managers.

Mark Miller is a CFP® professional with 48 years of industry experience, currently serving at Wealthcare Advisory Partners LLC. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and RBC Capital Markets. Outside of his advisory work, he is involved in feeder calf farming and real estate investment in Lynchburg, VA. Wealthcare Advisory Partners LLC provides investment advisory and financial planning to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach supported by proprietary software and a behavioral economics framework, combining evidence-based quantitative metrics with fundamental, technical, and behavioral analysis across both passive and active investment strategies.

Shelli Richardson is a financial advisor with Royal Fund Management, LLC, holding Series 63 and Series 65 licenses and possessing 19 years of industry experience. She has previously worked at Impact Partnership Wealth, Prudential Insurance Company of America, and PRUCO Securities, LLC. Outside of her advisory role, she serves as CEO and President of Shelli Richardson Insurance Agency, Inc., focusing on life and fixed annuity insurance products. Royal Fund Management serves individual investors, corporations, and retirement plans by providing portfolio management, financial planning, pension consulting, and participant-level 401(k) advice. The firm uses documented risk tolerance and a variety of investment strategies to create tailored portfolios.

William Hunter Jr. is an advisor with Capitol Securities Management, Inc. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. In addition to his advisory role, he is president of HCI-EBS Inc., an accounting, tax, and management consulting firm, and operates an independent law practice providing corporate and tax legal services. Capitol Securities Management serves individual investors, institutional clients, retirement plans, trusts, and small businesses, offering portfolio management, financial planning, and consulting through both broker-dealer and registered investment adviser platforms. The firm delivers investment advice via IAR-managed programs, separately managed accounts, and third-party money managers.

David Carter is a financial advisor at Forefront with 43 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Forefront Wealth Partners, LLC in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC for over 40 years. He is also a partner at Carter Financial Group Investment and Wealth Management Solutions, where he provides sales and service of insurance and investments. Forefront Wealth Partners is a team-based SEC-registered adviser serving individual clients, business owners, and corporate clients. The firm offers discretionary investment management, financial and estate planning, and cash-management services, utilizing customized portfolios and a multi-advisor structure that integrates related businesses and third-party managers.

Derek St. Clair is a financial advisor at Forefront with 16 years of industry experience. He holds Series 63 and Series 65 registrations and previously worked at Equitable Advisors and Prudential-affiliated firms for over a decade. Forefront Wealth Partners is a team-based SEC-registered advisory firm serving individuals, business owners, and corporate clients. The firm offers discretionary investment management and comprehensive financial planning, including estate-planning coordination and cash-management services.

Paul Pittman is a ChFC® credentialed financial advisor at Wealthcare Advisory Partners LLC with one year of industry experience. His prior work includes roles at Advisornet Wealth Partners, Raedan Group, Synergistics International, and a long-standing position at Liberty University. He is also involved in fixed insurance activities. Wealthcare Advisory Partners LLC serves a diverse client base including individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm uses a goals-based financial advising approach supported by proprietary software and behavioral economics, blending passive and active investment strategies alongside quantitative and fundamental analysis.

William Barksdale IV is a financial advisor with Davenport & Company LLC based in Lynchburg, VA. He holds Series 63 and Series 65 licenses and has 45 years of industry experience. He has been with Davenport & Company LLC since 1997. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, and nonprofits, providing asset management, brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s investment approach involves dedicated portfolio manager teams and a Manager Research team that oversees a range of strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Christopher Mccown is a financial advisor with Eagle Strategies (New York Life) based in Lynchburg, VA, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has worked with Eagle Strategies since 2019 and has an extensive background with New York Life and Nylife Securities. Outside of his advisory role, he operates McCown Financial Group, focusing on selling New York Life products and brokering non-registered insurance products. Eagle Strategies serves a diverse group of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored solutions through multiple program types and manages the majority of its assets on a non-discretionary basis.

Stewart Sigler is a financial advisor with Davenport & Company LLC in Lynchburg, VA, holding Series 63 and Series 66 licenses and bringing 44 years of industry experience. He has worked at Davenport since 2016 and previously held roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Davenport serves individual and institutional clients, providing asset management, brokerage, public finance, and investment banking services. The firm’s asset management includes dedicated portfolio manager teams and offers a variety of strategies through separately managed accounts, mutual funds, and ETF portfolios.

Calvin Egan is a CFP® professional with two years of industry experience, currently affiliated with Commonwealth Financial Network. His prior roles include positions at Ronald Blue Trust and Edward Jones Investments. Outside of financial advising, he has worked as a video operator at Liberty University. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing advisory programs, wealth management, and retirement plan consulting. The firm supports advisors with operations, technology, investment management, and compliance, offering a range of discretionary model portfolios and program structures.