Richard Contelmo is a financial advisor at Simplicity Wealth with six years of industry experience. He holds a Series 65 designation and previously worked at Alphastar Capital Management, LLC. Contelmo is also involved with AMC and RAC Associates LLC and Cornerstone, where he serves as an agent for health, life, and annuities insurance. Simplicity Wealth serves a diverse client base including individuals, high-net-worth investors, retirement plans, corporate and institutional investors, as well as other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and provides advisory services alongside technology and operational support for advisers through its managed account 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 with Missionsquare Retirement and holds Series 63, Series 65, and Series 66 credentials. He has 30 years of industry experience, including roles at ICMA RC, Capitol Securities Management, and The Distribution Consulting Group. Outside of his advisory work, he volunteers on the Supervisory Committee for The United Methodist Credit Union, overseeing internal audit processes. Missionsquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, utilizing investment advice and model portfolios developed by Morningstar Investment Management for personalized participant guidance.

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., holding Series 63 and Series 66 designations and bringing 29 years of industry experience. She previously worked for First Clearing, LLC for 22 years before joining Prospera Financial Services in 2026. Prospera Financial Services, Inc. is a multi-team adviser and dually registered broker-dealer managing approximately $12.4 billion across about 207 advisors and 140 offices. The firm serves a diverse client base including individuals, high-net-worth clients, corporate and charitable entities, and retirement plans, offering investment advisory and financial planning services through various platforms and customizable portfolio management strategies.

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.

Malcolm Warneford Thomson is a CFP® professional with 21 years of industry experience, currently serving at CL Wealth Management LLC. He has worked with Warneford Wealth Management LLC since 2014 and has been affiliated with Cabot Lodge Securities and CL Wealth Management since 2013. In addition to his advisory role, he offers fixed insurance solutions as part of his practice. CL Wealth Management LLC is an SEC-registered multi-advisor firm that serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm provides portfolio advisory services, financial planning, and client education, tailoring investment strategies through fundamental and technical analysis with both discretionary and non-discretionary management.

Christopher Dion is a CFA® charterholder with 11 years of industry experience. He has been with Lowe Brockenbrough & Company, Inc. since 2012. 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 a blend of traditional and non-traditional asset classes, proprietary strategies, and third-party managers, and it also serves as adviser and sponsor for multiple affiliated pooled investment vehicles.

Ian Sharps is a Series 65-licensed financial advisor at RiverFront Investment Group, LLC with one year of industry experience. Prior to joining RiverFront, he worked in enterprise mobility and spent eight years in educational roles at Howard University, Iona Prep, and Montfort Academy. RiverFront Investment Group provides discretionary portfolio management and model-based investment solutions primarily to individual investors, trusts, pension and institutional clients, and acts as a sub-adviser to registered investment companies. The firm combines strategic and tactical asset allocation with security selection and risk management, implementing portfolios mainly through ETFs and customized solutions via a multi-advisor platform.

Charles Perkins is a CFA® charterholder based in Richmond, VA, with six years of industry experience. He has been with The London Company of Virginia since 2019, with prior roles at PlusTick Partners and the University of Virginia Darden School of Business. The London Company of Virginia provides discretionary portfolio management to individual and institutional clients through a variety of investment vehicles, managing approximately $14.9 billion in assets. The firm employs a conservative, long-term, bottom-up equity approach that combines quantitative screening with fundamental analysis and emphasizes downside protection.

Daniel Bird III is a financial advisor with StoneX Advisors Inc. in Glen Allen, VA, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has worked at StoneX Advisors Inc. and StoneX Securities Inc. since 2017, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, he serves as a power of attorney for his father. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA consulting, and related services. The firm uses a combination of independent advisors and in-house teams to implement strategies through various model solutions and third-party managers, supported by integrated clearing and custody capabilities through its affiliation with StoneX Group.

Kirk Stoldt is a financial advisor at Wealthcare Capital Management LLC with a Series 65 designation and four years of industry experience. Prior to joining Wealthcare Capital Management in 2021, he worked at The London Company of Virginia, LLC from 2017 to 2021 and US Bank Fund Services, LLC from 2008 to 2017. Wealthcare Capital Management LLC is an SEC-registered multi-team advisory firm managing approximately $3.03 billion for a diverse client base, including individuals, high-net-worth clients, trusts, retirement plans, and foundations. The firm employs model portfolios primarily composed of mutual funds and ETFs, supplemented by alternative investments and specialty platforms, with investment decisions guided by an Investment Policy Committee using an evidence-based framework.