Thomas Neuhaus is a financial advisor at Pinnacle Associates, Ltd. with 24 years of industry experience. He holds a Series 63 designation and has worked at Pinnacle Associates since 2023 and Investment Management of Virginia, LLC since 2007. Pinnacle Associates, Ltd. provides discretionary investment management and financial planning services to a diverse client base, including individuals, families, trusts, endowments, foundations, and institutional accounts. The firm employs a fundamental, bottom-up investment approach with a long-term orientation and offers tailored strategies across a broad range of equity and fixed income products.

John Mcauliffe is a financial advisor at Compound Planning, Inc. in Richmond, VA, holding Series 66 and Series 63 licenses with five years of industry experience. His prior roles include positions at Royal Alliance, Mercer Global Advisor, Raffa Wealth Management, and Clarion Wealth Management Partners. Compound Planning serves individuals, families, businesses, and retirement plans with discretionary portfolio management, financial planning, institutional plan advisory, and a Turnkey Asset Management Program. The firm employs a customized, risk-based investment approach incorporating fundamental, technical, and modern portfolio theory analysis, utilizing low-cost ETFs, direct indexing, alternative strategies, and third-party sub-advisors.

Herbert Turner III is a financial advisor at Davidson Investment Advisors, Inc. with 18 years of industry experience. He holds the Series 66 designation and previously worked at Caprin Asset Management for eight years before joining Davidson in 2023. Davidson Investment Advisors is an SEC-registered firm that provides discretionary and non-discretionary portfolio management to individuals and institutions. The firm employs a centralized investment team using fundamental, quantitative, and qualitative analysis to manage multi-cap equity, equity income, and fixed income strategies, emphasizing active, long-term management and various tax-related services.

Daniel Caparrelli is a financial advisor at Thurston Springer Advisors with 11 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Thurston Springer Advisors serves a diverse client base including individuals, corporations, retirement plans, and foundations. The firm provides financial planning, portfolio management, and fiduciary services through a variety of discretionary and non-discretionary investment strategies ranging from buy-and-hold to active Tactical Momentum approaches.

Karrie Southall is a financial advisor at RiverFront Investment Group, LLC with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at RiverFront since 2016, with prior experience at Alps Distributors, Inc. and Wells Fargo Clearing. Outside of her advisory role, she serves on the board of directors for Connor's Heroes, a nonprofit organization. RiverFront Investment Group provides investment management services to individual investors, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a Price Matters® valuation framework combined with tactical asset allocation and risk management, delivering portfolios through wrap-fee programs and Custom Portfolio Solutions.

Cheryl Page is a financial advisor at Davidson Investment Advisors, Inc. She holds CFP®, CFA®, and Series 65 designations and has 25 years of industry experience. Prior to joining Davidson Investment Advisors in 2023, she spent 23 years with Caprin Asset Management, LLC. Davidson Investment Advisors provides discretionary and non-discretionary portfolio management services to individuals and institutions, offering a range of equity and fixed income strategies. The firm employs a centralized investment process that integrates fundamental, quantitative, and qualitative analysis and emphasizes active, long-term management across multiple asset classes.

John Thoma is a financial advisor with Royal Fund Management, LLC in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Royal Fund Management since 2013 and has been involved with Archer Investment Corporation, Positive Alpha, Inc., and Penn Mutual Life Insurance Co. He also teaches financial education classes through the American Financial Education Alliance. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and defined contribution plan participants by providing portfolio management, financial planning, pension consulting, and participant account management. The firm employs a range of investment strategies based on fundamental, technical, and cyclical analysis, with regular portfolio monitoring aligned to client risk tolerances.

Shannon Morton is a CFP® and holds a Series 65 license with one year of industry experience. She is currently with Cary Street Partners and previously worked at CornerStone Partners among other roles. Outside of her advisory work, Shannon serves as a group fitness instructor for the Brooks Family YMCA. Cary Street Partners serves a diverse client base including individuals, corporations, and institutional clients, offering both discretionary and non-discretionary portfolio management alongside financial planning and other investment services.

David Lyons is a CFA® charterholder with Series 63 and Series 65 licenses and has 29 years of experience in the financial industry. He has worked at Lowe, Brockenbrough & Company, Inc. since 1996. Brockenbrough provides discretionary and non-discretionary investment management and Outsourced Chief Investment Officer (OCIO) services to high-net-worth individuals, trusts, foundations, endowments, and other institutional clients. The firm manages approximately $4.3 billion in client assets and offers customized portfolios that blend traditional and non-traditional asset classes using both proprietary strategies and third-party managers.

James Perry is a financial advisor at Keel Point, LLC with 41 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Keel Point since 2019, following three years at Keel Point Capital, LLC. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion and serving individuals, institutional investors, retirement plan sponsors, and corporations. The firm employs a team-based approach combining fundamental and quantitative analysis to provide portfolio management, financial planning, and corporate retirement consulting across various asset classes.

David Brooks is a financial advisor at The London Company of Virginia with six years of industry experience. He holds a Series 65 designation and has worked at The London Company of Virginia since 2019. His prior experience includes positions at Luminex Trading & Analytics LLC and The Boston Company Asset Management LLC. The London Company of Virginia manages approximately $14.9 billion in discretionary assets, serving individual and institutional clients through various investment vehicles. The firm employs a conservative, long-term, bottom-up equity approach driven by proprietary balance-sheet optimization, quantitative screening, and fundamental analysis.

Thomas Tullidge Jr. is a financial advisor at Cary Street Partners with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cary Street Partners since 2009. Outside of his advisory role, he serves on the boards of several organizations, including Carpenter Co., Universal Corporation, and Westminster Canterbury, and is involved with nonprofit entities such as Goodwill Industries of Central Virginia. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individuals, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial and retirement planning, access to alternative investments, and lending and insurance solutions, utilizing both third-party managers and proprietary strategies.

Thomas Mcknight is a CFA® charterholder and holds a Series 66 license with 12 years of industry experience. He has worked at The London Company of Virginia since 2018 and previously held positions at C&F Bank and Silvercrest Asset Management Group. The London Company of Virginia is an independently owned, SEC-registered investment adviser managing approximately $16 billion in discretionary assets. The firm serves individuals, high net worth clients, pension plans, foundations, charitable organizations, and institutional investors, employing a conservative, bottom-up equity process focused on downside protection.

Benjamin Gurley is a financial advisor at Waverly Advisors, LLC with 10 years of industry experience. He holds the CFP® designation and securities licenses Series 65 and Series 63. Prior to joining Waverly Advisors, he worked at Purshe Kaplan Sterling Investments and Heartwood Wealth Advisors LLC, where he served as a director and owner. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individual and high net worth clients, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-markets allocations, offering both discretionary and non-discretionary portfolio management alongside financial planning and multi-family office services.

Kristy Ciaschi is a financial advisor at The London Company of Virginia with 13 years of industry experience. She has worked at The London Company of Virginia since 2015 and previously spent three years at Davenport & Company LLC. The London Company of Virginia provides discretionary portfolio management to individual and institutional clients through various investment vehicles, managing approximately $14.9 billion in assets with a team of around 30 professionals. The firm employs a conservative, long-term, bottom-up equity approach focused on balance-sheet optimization, quantitative screening, and fundamental analysis.

Jason Fowler is a Series 66 licensed financial advisor at Foundations Investment Advisors LLC with six years of industry experience. He previously worked at Bankers Life Securities, Inc. and Henrico County Public Schools. In addition to his advisory role, he serves as an agent for Bankers Life & Casualty, focusing on life and health insurance products for the senior market. Foundations Investment Advisors provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, model portfolios, and third-party sub-advisers to tailor investment strategies.

Christopher Minnigh is a financial advisor at MissionSquare Retirement with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with MissionSquare since 2017. Prior to that, he was self-employed for one year. MissionSquare Retirement serves state and local government employers, employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and advisory services through its Guided Pathways program, which utilizes investment advice and model portfolios developed by Morningstar Investment Management.

Austin Brockenbrough is a financial advisor at Brockenbrough with 46 years of industry experience. He has worked at IA Lowe, Brockenbrough & Company, Inc. since 1970. Outside of advisory work, he holds leadership roles in several non-investment businesses, including serving as chairman of the board for Green Top Sporting Goods and as a director or partner in other local companies. He is also a trustee of the Virginia S. Reynolds Foundation. Brockenbrough provides discretionary and non-discretionary investment management and Outsourced Chief Investment Officer (OCIO) services to high-net-worth individuals, trusts, foundations, endowments, and other institutional clients. The firm manages customized portfolios using both proprietary strategies and third-party managers and sponsors multiple affiliated pooled investment vehicles.

Dave Vladimirou is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2023. He collaborates closely with clients and their families to understand their financial goals and develop comprehensive plans focused on long-term growth, protection, and income. He emphasizes regular communication to adjust strategies as clients' lives and priorities evolve. Dave's professional experience includes positions as Financial Consultant at Fidelity Investments from 2016 to 2022, Vice President and Financial Consultant at Charles Schwab & Co., Inc. from 2008 to 2016, and Regional Vice President at Ascensus from 2005 to 2008. Earlier in his career, he served as Financial Consultant at Charles Schwab & Co., Inc. from 2003 to 2005 and as Retirement Plan Consultant at Mission Square from 1994 to 2003. Outside of his professional work, Dave enjoys cooking and baking, fishing, hiking, kayaking, and outdoor adventures.

William Cox is a financial advisor with Wealthcare Capital Management LLC in Richmond, VA. He holds the CFP® and ChFC® designations and has 14 years of industry experience. Prior to joining Wealthcare Capital Management in 2021, he worked at Elite Investment Team, LLC and has been self-employed since 2010. Outside of advising, he is an insurance agent with Roberts-Funai Insurance Agency. Wealthcare Capital Management LLC is an SEC-registered multi-team advisor managing approximately $3.03 billion for individual and high-net-worth clients, trusts, retirement plans, and foundations. The firm offers portfolio management, financial planning, and access to alternative and precious-metal investments, employing an evidence-based investment framework overseen by an Investment Policy Committee.