Wendy Kerns is a financial advisor at RiverFront Investment Group, LLC with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked in notable firms including Wells Fargo Clearing and ALPS Distributors. Kerns has also served as Technology Program Manager at RiverFront Investment Group. 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, offering customized portfolio solutions through various delivery platforms.

Charles Coreth is a CFP® with 46 years of experience in the financial advisory industry. He is currently with CG Advisory Services and has previously worked at Capital Asset Advisory Services, AIG Retirement Advisors, and COREDO, LLC. Outside of his advisory work, he serves on the board of directors and as program director for The Rotary Club of Richmond and provides financial guidance to the Finance Committee of the Church of the Good Shepherd. CG Advisory Services is an SEC-registered firm managing approximately $4.02 billion for a diverse client base, including individuals, pension plans, charitable organizations, and businesses. The firm utilizes proprietary discretionary model portfolios and a variety of customized investment strategies supported by an Investment Committee and technology platforms.

James Crooks Jr. is a Series 65-licensed advisor with Sequent Planning, LLC in Richmond, VA, with one year of experience at the firm and over a decade of prior experience at SurePoint Financial, LLC. He also serves as Vice President of Bridgeway Logistics, LLC, a last-mile delivery business, where he manages HR and fleet operations. Additionally, he spends part of his time as an insurance agent offering insurance products to clients. Sequent Planning, LLC (doing business as Futurity First Wealth Management) is an SEC-registered investment adviser that serves individuals, retirement plan sponsors, small and medium-sized businesses, endowments, and nonprofit organizations. The firm provides asset management, financial planning, and retirement plan services through a network of investment adviser representatives using a structured risk framework and diversified manager exposures.

Jody Bruce is a financial advisor with United Brokerage Services, Inc. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities LLC, Minnesota Life, Securian Financial Services, Virginia Asset Management, and Nationwide. He also serves as an agent with Midland National, focusing on fixed life insurance business. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, corporate pension and profit-sharing plans, and trust clients through various wrap fee and advisory programs. The firm primarily manages assets on a non-discretionary basis, with investment approaches tailored by advisor and program, and maintains affiliations with United Bank and Wells Fargo.

Kyla Ward is a financial advisor at Beacon Capital Management, Inc. with five years of industry experience. She holds the Series 66 designation and has worked at firms including Sammons Financial Network, Midland National Life Insurance Company, National Life Group, and LPL Financial. Beacon Capital Management provides third-party model portfolio management and direct discretionary portfolio management to advisory platforms and retail advisors. The firm serves a diverse client base that includes individuals, pension and profit-sharing plans, corporations, charitable organizations, trusts, and other institutional clients, using primarily mechanical, data-driven tactical allocation strategies.

Richard Contelmo is a financial advisor with Simplicity Wealth and holds a Series 65 credential. He has six years of industry experience and previously worked at Alphastar Capital Management, LLC. He is also involved with AMC and RAC Associates LLC and Cornerstone, where he participates in health, life, and annuities insurance activities. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, institutional clients, and other financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, offering model portfolios that are actively monitored and rebalanced, along with technology and operational services for advisers through its TAMP platform.

Christopher Philipoom is a financial advisor with Wealthcare Capital Management LLC in Richmond, VA, holding a Series 65 designation and 17 years of industry experience. He has been involved with Financeware, Inc. since 2001. Wealthcare Capital Management LLC is a multi-team advisor managing approximately $3.03 billion for individual and high-net-worth clients, trusts, retirement plans, foundations, and other entities. The firm utilizes evidence-based investment strategies, including model portfolios with mutual funds, ETFs, alternative investments, and specialty platforms, overseen by an Investment Policy Committee.

Margaret Snead is a financial advisor at Cary Street Partners with 25 years of industry experience. She holds a Series 66 designation and has been with Cary Street Partners since 2010. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individuals, charitable organizations, corporations, retirement plans, and other institutions. The firm employs a comprehensive investment approach that combines third-party and in-house resources across a range of strategies, including traditional equity and fixed income, alternative investments, and proprietary products.

Ronald Mentzer is a financial advisor at MissionSquare Retirement with 31 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior work includes roles at Icma Rc, Capitol Securities Management, and The Distribution Consulting Group. Outside of his advisory work, he serves as a volunteer on the Supervisory Committee for The United Methodist Credit Union, where he oversees internal audit procedures. MissionSquare Retirement administers deferred compensation and qualified retirement plans for state and local government employers, their employees, and certain non-profit entities. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, with investment advice and model portfolios developed by Morningstar Investment Management.

John Bowers is a CFA® charterholder with 15 years of industry experience. He has been with Lowe, Brockenbrough & Company, Inc. since 2000. 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. Founded in 1970, the firm manages approximately $4.3 billion in client assets and offers customized portfolios that integrate traditional and non-traditional asset classes through both proprietary strategies and third-party managers.

Roy Alexander is a financial advisor with Capitol Securities Management, Inc. in Springfield, VA, holding the PFS™ designation along with Series 63 and Series 65 licenses. He has 24 years of experience with Capitol Securities and has operated his own CPA practice since 1981, providing accounting and tax preparation services. In addition, he serves as treasurer of the West Springfield Professional Condo Association, managing financial statements and budgets. Capitol Securities Management serves individual, corporate, and charitable clients with brokerage and advisory services, comprehensive financial planning, and pension consulting. The firm offers access to a range of investment programs and utilizes a network of advisers to develop client-specific investment policies.

Carter Whisnand is an advisor at Silvercrest Asset Management Group LLC with 23 years of experience at the firm. He holds Series 65 and Series 66 licenses. Silvercrest provides investment management, family office, and institutional advisory services primarily to high-net-worth families and select institutions. The firm emphasizes bottom-up, value-oriented equity strategies and active fixed-income management, combining proprietary valuation tools with quantitative risk analytics in its portfolio construction and advisory roles.

Gordon Caldwell is a Series 65-licensed advisor with Wealthcare Capital Management LLC in Richmond, VA, and has 17 years of industry experience. He has been with Wealthcare Capital Management since 2001. Wealthcare Capital Management LLC is an SEC-registered multi-team firm managing approximately $3.03 billion for individual and high-net-worth clients, trusts, retirement plans, foundations, and other entities. The firm provides discretionary and non-discretionary portfolio management, financial planning, retirement plan advisory, and access to alternative and precious-metal investments, using model portfolios supplemented by alternative managers and specialty platforms.

Martin King is a CFA® charterholder with six years of industry experience. He has worked at Brockenbrough since 2021 and previously held positions at Credit Suisse Securities USA LLC, the Darden School of Business Administration, and Xenith Bank. King serves on the board of directors for Green Top Sporting Goods, a sporting goods retailer. 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 combines traditional and non-traditional asset classes through proprietary strategies and third-party managers, managing approximately $4.3 billion in client assets as of December 2024.

Robert Freeman Jr. is a financial advisor at Blueprint Financial Advisors with 24 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Morse Capital Partners since 2011. Blueprint Financial Advisors is an SEC-registered, multi-advisor firm that manages approximately $1.4 billion in client assets, providing portfolio management, financial planning, and retirement plan consulting to individuals, trusts, pension and ERISA plans, and nonprofit entities. The firm uses a proprietary strategic-and-tactical investment framework to build globally diversified portfolios across various asset classes.

Colin Kelly is a CFA® charterholder with six years of industry experience, currently serving as an advisor at The London Company of Virginia since 2026. He previously worked at Curi RMB Capital LLC, Curi Capital, and KDI Capital Partners, LLC. Outside of his advisory role, Kelly volunteers as an Investment Committee Member for the YMCA of the Triangle Area. The London Company of Virginia manages approximately $14.9 billion in discretionary assets for individual and institutional clients. The firm employs a conservative, long-term, bottom-up equity approach emphasizing cash return on tangible capital and downside protection, using a proprietary balance-sheet optimization model alongside quantitative and fundamental analysis.

Andrew Cooke is a financial advisor at Signal Advisors Wealth, LLC with one year of industry experience. He holds a Series 65 credential and has previously worked at Purpose Driven Wealth Advisors LLC, Gradient Advisors, LLC, and several other firms. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and their retail clients. The firm employs a primarily top-down, tactical asset allocation process with sector rotation and a relative growth/value framework, while supporting a high client load per advisor through its platform.

Rebecca Reynaud is a financial advisor with Prospera Financial Services, Inc. She holds Series 63 and Series 66 designations and has 29 years of industry experience. Prior to joining Prospera in 2026, she spent 22 years at First Clearing, LLC. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Walter S. Robertson III is a financial advisor with Brockenbrough in Richmond, VA, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has worked with Bengur Bryan & Co., Inc. since 2018 and Lowe Brockenbrough & Company Inc. since 2014, and was previously with Cary Street Partners, LLC. Outside his advisory roles, he serves as Chairman of the Finance Committee for the American Civil War Museum & Foundation, a position he has held since 2005. Brockenbrough provides discretionary and non-discretionary investment management and wealth planning services to high-net-worth individuals, trusts, foundations, endowments, and institutional clients. The firm employs a process that combines quantitative models and fundamental research, integrating customized portfolios across traditional and proprietary strategies, and offers Outsourced Chief Investment Officer services for institutions.

John Davenport is a financial advisor with Aptus Capital Advisors, LLC in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He previously worked at Invesco and related firms for over a decade. Outside of finance, he is involved in a craft distillery business, serving as head distiller at Three Crosses Distilling Company, which he co-owns. Aptus Capital Advisors manages approximately $14.47 billion and provides advisory services to individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm employs a model-driven investment approach primarily using ETFs, including its own suite of actively managed funds, and offers a range of services such as portfolio management, financial planning, and options overlay strategies.