Vernon Plack is a CFA® charterholder with 34 years of industry experience. He is the sole advisor at Chimborazo Investment Research, where he has worked since 2023. Prior to that, he spent 27 years at Truist Financial Corporation and one year at Norton Capital Management. Chimborazo Investment Research provides portfolio management primarily to individuals and high-net-worth clients, using a fiduciary process that includes written Investment Policy Statements. The firm combines fundamental and technical analysis with a long-term trading approach, emphasizing equities and diversified fixed income and ETF holdings, and operates under discretionary authority with a requirement that clients use Interactive Brokers for custody and trade execution.

Kenneth Shigley is a financial advisor at TM2, LLC with 21 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Taymor Capital, LLC, Wells Fargo Clearing, Hayden Harper Wealth Advisory, LLC, and Edmunds White Partners LLC. TM2, LLC provides discretionary portfolio management primarily to individual investors, including high-net-worth clients, with a focus on small- and micro-capitalization stocks supported by fundamental research. The firm offers tailored investment advisory services with flexible fee structures uncommon in its registration category.

John Polemis is a financial advisor at Sphinx Investments LLC with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, he is involved in outside insurance sales. Sphinx Investments LLC provides discretionary portfolio management and financial planning to individual, high-net-worth, and institutional clients. The firm manages separate accounts and serves as adviser to the Sphinx Opportunity Fund II, employing fundamental analysis, modern portfolio theory, and a long-term trading approach that includes allocations to private funds and other less liquid investment vehicles.

John Flounders is a financial advisor at Roseline Capitol Advisors, LLC in Richmond, VA, holding a Series 65 designation with 22 years of industry experience. He has been associated with the Roseline group of firms since 2005, including Roseline Tax Advisors, LLC and Roseline Financial Group, LLC. Roseline Capitol Advisors offers discretionary and non-discretionary investment management and consulting services to high-net-worth individuals, trusts, retirement accounts, not-for-profits, foundations, and other institutions. The firm employs a combination of charting, technical, fundamental, and cyclical analysis to create model or customized portfolios, integrating tax consulting and financial planning through its affiliated CPA practice.

Michael Grizzard is a financial advisor at Elemental Capital Management, LLC with 23 years of industry experience. He has been with Elemental Capital Management since 2008 and holds the Series 66 designation. Elemental Capital Management provides discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a bottom-up, fundamental investment process and manages portfolios primarily on a discretionary basis, focusing on internally managed assets and transparency in performance reporting.

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.

Gabriel Hoffman is a Series 66-licensed advisor with 13 years of industry experience. He is currently with Taylor Hoffman Capital Management and has held prior positions at Purshe Kaplan Sterling Investments and Morgan Stanley. Outside of his advisory work, he serves as treasurer for Richmond Parliament, a 501(c)(7) organization, and as vice president of the Campbell University Central Virginia Alumni Chapter. Taylor Hoffman Capital Management provides wealth management, financial planning, and investment advisory services to individuals, trusts, estates, and retirement plans. The firm combines strategic asset allocation with fundamental research and manages a private investment fund under Regulation D.

Keith Muth is a CFP® and CFA® with 29 years of experience in the financial services industry. He is currently with Watch Hill Financial Inc. in Richmond, VA, where he has worked since 2023. His prior experience includes roles at Select Brokers, LLC, Minnesota Life Insurance Company, and Securian Financial Services Inc. Outside of advising, Mr. Muth is the owner of Muth Financial LLC, an independent CPA firm. Watch Hill Financial Inc. is an SEC-registered investment adviser that provides wealth management, financial planning, and consulting services to a diverse client base including individuals, institutions, and governmental entities. The firm employs a goals-based, long-term investment approach using macroeconomic, fundamental, cyclical, and technical analysis to build diversified portfolios and offers discretionary management along with access to accounting services through its CPA affiliate.

Brandon Taylor is a financial advisor at Taylor Hoffman Capital Management with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Purshe Kaplan Sterling Investments, Morgan Stanley, Citigroup Global Markets, and UBS Financial Services. Outside of his advisory roles, he serves as director and treasurer of the James Monroe Memorial Foundation. Taylor Hoffman Capital Management provides wealth management, financial planning, investment management, and consulting services to individuals, trusts, estates, and retirement plans. The firm’s investment approach combines strategic asset allocation with bottom-up fundamental research and manages a private pooled investment fund under Regulation D.

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.

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.

Molly Escalante is a financial advisor at Schutt Capital Management LLC in Richmond, VA, holding a Series 65 designation with 11 years of industry experience. She has been with Schutt Capital Management since 2014. Schutt Capital Management provides discretionary investment management through a private investment fund, pooled real estate LLCs, and separately managed accounts, serving individuals, trusts, partnerships, and corporations. The firm employs a value-investing approach focused on public equities, corporate and municipal debt, private-company securities, and direct real estate, using options and ETFs for hedging or income generation.

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.