John Paxton is a financial advisor at Claris Financial, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Claris Financial since 2009, with prior experience at LPL Financial LLC and Triad Advisors, Inc. He is a passive investor in a holding company that owns several compliance consulting subsidiaries. Claris Financial, LLC provides fee-based portfolio management and advisory services to individuals, families, small businesses, trusts, and foundations, including management of 401(k)/403(b) participant accounts. The firm employs a flexible, client-specific investment approach combining fundamental and technical analysis, investing across various asset classes and offering both discretionary and non-discretionary management.

Trey Ellington is a CFP® with three years of industry experience, currently advising at Steelhead Wealth Management. Prior to joining Steelhead, he worked with Northwestern Mutual Wealth Management Company and CapTech Ventures. Steelhead Wealth Management serves employer plan sponsors, trusts, estates, charitable organizations, corporations, and other business entities by providing discretionary investment management, financial consulting, and retirement plan advisory services. The firm uses a mix of securities along with quantitative and qualitative analysis to guide portfolio construction and manages approximately $342 million in discretionary assets.

Amy Kemp is a financial advisor with Paragon Financial Services in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. She previously worked at Dorsey Wright & Associates from 2010 to 2018 before joining Paragon in 2018. Kemp operates through Paragon as an independent investment advisor. Paragon Financial Services serves individual clients, including high-net-worth households, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers portfolio management, financial planning, and advisory consulting, combining fundamental and technical analysis with tactical, quantitatively informed strategies, and maintains formal affiliations for estate planning and tax coordination.

Jennifer Berdell is a financial advisor at Kinloch Capital, LLC with 28 years of industry experience. She holds a Series 63 designation and has worked at Bank of America, Merrill, Wells Fargo Clearing, and Wealthcare Capital Management LLC prior to joining Kinloch Capital in 2019. Kinloch Capital is an independent advisory firm that provides discretionary asset management and financial planning to individuals, families, trusts, non-profit organizations, pensions, and businesses. The firm employs proprietary model portfolios and a technically driven approach, managing approximately $301.1 million on a discretionary basis.

Michelle Orellana is a CFP® professional with eight years of experience in financial advising. She is currently with Spark Financial Advisors and previously worked at Verus Financial Partners. Spark Financial Advisors serves individual clients, charitable organizations, and employers, providing wealth management, comprehensive financial planning, and employee benefit plan services. The firm focuses on passive, diversified portfolios using low-cost index funds and ETFs, offering socially responsible investing options upon request, and operates under a fee-only fiduciary model.

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.

Daniel Silver is a CFA® charterholder with five years of experience in the financial industry. He has worked at Closed-End Fund Advisors, Inc. since 2020 and previously spent six years at Zoso Capital, LLC. CEF Advisors manages separate accounts for individuals, including high-net-worth households, and institutional clients, focusing on portfolios primarily composed of listed closed-end funds and business development companies. The firm’s investment process combines fundamental research and technical analysis, emphasizing funds trading at discounts to net asset value and utilizing proprietary data to guide trading and rebalancing decisions.

Thomas Marshall is a financial advisor with Virginia Estate And Retirement Planning Advisors, Inc., holding Series 63 and Series 65 credentials and over 21 years of industry experience. He has been with Virginia Estate And Retirement Planning Advisors since 2009 and also serves as president of Virginia Tax Center, a tax consulting and preparation firm. Additionally, he has experience running an insurance services business in Richmond, VA. Virginia Estate And Retirement Planning Advisors, Inc. provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm designs investment programs tailored to each client’s objectives, time horizon, and risk tolerance, with ongoing asset management and standalone planning services.

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.

Suzanne Grason is a CFP® certificant with over 21 years of industry experience. She is currently a financial advisor at Spark Financial Advisors, where she has worked since 2022. Her prior experience includes roles at Cerity Partners LLC, FJY Financial, and Ameriprise Financial Services, Inc. Grason serves as President of the FPA Central Virginia Chapter board and is a board member of the National Capital Chapter of the Society of Financial Services Professionals, participating in Women in Finance initiatives. Spark Financial Advisors serves individual clients, charitable organizations, and employers by providing wealth management, financial planning, and employee benefit plan services. The firm focuses on passive, diversified portfolios using low-cost index funds and ETFs, with options for values-based investing, and operates under a fee-only fiduciary model.

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.

Craig Smelley is a financial advisor with Virginia Investment Advisory, Inc. He holds Series 63 and Series 65 licenses and has 44 years of industry experience. He has worked at American Portfolios Financial Services, Inc. since 2004 and has been with Virginia Investment Advisory since 1995. He is also the president of Virginia Investment Advisory and holds an active insurance agent license. Virginia Investment Advisory serves individuals, trusts, estates, retirement plans, charitable organizations, and businesses, including both high-net-worth and non-high-net-worth clients. The firm provides wealth management and financial planning services with an emphasis on strategic asset allocation, diversification, and a conservative, long-term investment approach.

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.

Henry Gibson is a financial advisor at Oxford Capital Management in Richmond, VA, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with Oxford Capital Management since 1993. Oxford Capital Management provides customized investment management services to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and other legal entities. The firm manages approximately $140 million on a discretionary basis for about 28 clients, focusing on fundamental analysis and typically maintaining long-term investment horizons.

Marianne Esche is a CFP® with four years of industry experience, currently advising at Simplicity Wealth Management in Glen Allen, VA. Her career includes multiple periods at both Simplicity Wealth Management and Wealthspire Advisors. Prior to her financial advisory roles, she spent six years teaching at the middle and high school levels. Simplicity Wealth Management serves individual clients, charitable organizations, and corporate plan sponsors, offering discretionary portfolio management and a range of financial planning services. The firm employs a primarily passive investment approach using index funds and ETFs, complemented by fundamental and technical analysis, and provides ongoing subscription-style financial planning along with employee benefit plan advisory services.

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.

Katherine Beck is a financial advisor at Oxford Capital Management with 17 years of industry experience. She holds a Series 65 designation and has been with Oxford Capital Management since 2008. Oxford Capital Management provides customized investment management services primarily to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and other legal entities. The firm manages approximately $170 million on a discretionary basis and focuses on constructing portfolios using fundamental security analysis across multiple asset classes with a long-term investment horizon.

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.