Virginia Fix is a CFP® professional with Valeo Financial Advisors, LLC in Richmond, VA. She has been with Valeo since 2023 and has prior experience at Wealth Enhancement Group and multiple roles at Virginia Tech. Valeo Financial Advisors provides comprehensive financial planning and investment management services to individuals, families, and institutional clients. The firm uses a strategic asset-allocation approach complemented by tactical adjustments and offers specialized services including pro-bono planning for non-profits.

Daniel Morozov is a financial advisor at Mutual of Omaha Investor Services, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he worked in various sectors including law and physical therapy. He is also licensed as an insurance agent specializing in life, health, and annuities. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans through managed account programs and third-party money manager relationships. The firm operates primarily via a platform relationship with Envestnet and integrates broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Franklin Bracey is a CFA® charterholder and holds Series 63 and Series 66 licenses, with one year of industry experience. He has worked at CW Advisors, LLC since 2024 and previously held roles at Agili, Morgan Stanley Private Bank, and Northwestern Mutual. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, and business entities. The firm employs a core-and-satellite investment approach combining active, passive, quantitative, and ESG strategies, and provides wealth management, financial planning, and family office services.

Christopher Culbertson is a CFA® charterholder with nine years of industry experience. He is currently with Brockenbrough in Richmond, VA, where he has worked since 2019. Prior to that, he was with Verger Capital Management LLC from 2014 to 2018. 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 using a blend of traditional and non-traditional asset classes alongside proprietary and third-party strategies.

Virginia Pillow is a financial advisor with Mutual of Omaha Investor Services, Inc., holding the ChFC® designation along with Series 65 and Series 63 licenses. She has 12 years of industry experience and has been with Mutual of Omaha since 2013. In addition to her advisory role, she is licensed as an insurance agent specializing in life, health, dental, and annuity products. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering both one-time and ongoing financial planning as well as managed account programs. The firm operates through platform relationships with Envestnet and Pershing, combining advisory, broker-dealer, and insurance services within the Mutual of Omaha group.

Kristen Secor is a financial advisor at OnePoint BFG Wealth Partners with four years of industry experience. She holds the ChFC® and Series 63 designations. Her career background includes roles at Northwestern Mutual Wealth Management and Investment Services, as well as earlier experience with Jeffrey Miller. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individual investors, business entities, retirement plans, trusts, estates, and charitable organizations, utilizing a mix of third-party managers, proprietary investment models, and technology integrations.

Timothy Nasworthy is a CFP® with 14 years of industry experience and currently serves at MissionSquare Retirement. His work history includes roles at Icma Rc, Pie-Tech Inc, Teleperformance USA, and Arsenal Financial Group LLC. He is a member of the Investment Committee at Christ Church Episcopal, where he participates in reviewing and voting on investment decisions for the church’s endowment fund. MissionSquare Retirement serves state and local government employers, their employees, and select nonprofit entities by administering retirement plans and providing plan administration, recordkeeping, and advisory services. The firm uses investment advice and model portfolios developed by Morningstar Investment Management and supports more than 40,000 participants through a multi-team advisory structure.

Rocco Ranieri is a CFA® charterholder with 29 years of industry experience. He is currently an advisor at The London Company of Virginia, where he has worked since 2020. Prior to that, he spent 17 years at Harbor Capital Advisors, Inc. and Harbor Funds Distributors, Inc. The London Company of Virginia is an independently owned, SEC-registered investment adviser managing approximately $16.0 billion in discretionary assets for individuals, high net worth clients, pension plans, foundations, charitable organizations, and other institutional investors. The firm employs a conservative, bottom-up equity approach focused on downside protection and offers multiple concentrated strategies with risk controls.

Paul Deal is a CFP® professional with 18 years of experience in the financial services industry. He is currently with Valeo Financial Advisors, LLC and has previously worked at Creative Planning, LLC, Truist Advisory Services, and BB&T Securities. Valeo Financial Advisors is a registered investment adviser managing approximately $13 billion in client assets, serving individuals, families, trusts, estates, charitable organizations, and corporate clients. The firm focuses on strategic asset allocation with tactical adjustments, employs independent managers when appropriate, and provides both comprehensive financial planning and a simplified model portfolio option called Valeo Essentials.

Tyler Clay is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds the ChFC® designation and has 9 years of industry experience. Prior to joining Mutual of Omaha in 2018, he worked at Wells Fargo Clearing Services and Wells Fargo Bank. Outside of advising, he is a 50% owner and COO of Triple C Ranch, a family business involved in buying and selling cattle. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and retirement plan consulting, primarily delivering services through its network of Investment Advisor Representatives.

Max Gawlik is a financial advisor at The London Company of Virginia with a Series 65 designation and one year of industry experience. Prior to joining The London Company, he held various roles including positions at Nike, The Pennsylvania State University, Adidas, and Owen J Roberts High School. The London Company of Virginia is an independently owned, SEC-registered investment adviser managing approximately $16.0 billion in discretionary assets for individuals, high net worth clients, pension plans, foundations, charitable organizations, and institutional investors. The firm uses a conservative, bottom-up equity process focused on downside protection and offers multiple concentrated equity strategies alongside international products.

Tyler Vitale is a financial advisor at Cary Street Partners with two years of industry experience. He holds a Series 66 license and previously worked in various roles outside of finance, including social media management for MCE LLC. Cary Street Partners serves a diverse client base, including individuals, corporations, trusts, and institutional clients, offering portfolio management, financial planning, and affiliated proprietary investment strategies supported by both human oversight and AI tools.

Michael Smith is a CFP® with 29 years of industry experience, currently serving as an advisor at RFG Advisory, LLC. His prior roles include positions at Kestra Financial Services, Inc. and Capstone Financial Partners. He is also licensed as an insurance agent through Ash Brokerage Insurance Solutions. RFG Advisory is a multi-team registered investment adviser managing approximately $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a mix of actively managed and passive strategies, direct indexing, and tax-aware approaches, and is notable for its role as sub-adviser to the Bluemonte family of ETFs and its capability to manage assets for investment companies.

Timothy Mccoy Jr. is a financial advisor at The London Company of Virginia with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with the firm since 2011. The London Company of Virginia is an independently owned, SEC-registered investment adviser managing approximately $16.0 billion in discretionary assets. The firm serves individuals, high net worth clients, pension plans, foundations, charitable organizations, and other institutional investors, employing a conservative, bottom-up equity process focused on downside protection and risk management.

Caleb Vaughan is a CFP® with 12 years of industry experience and is currently affiliated with RFG Advisory, LLC. His prior roles include positions at Kestra Advisory and Concourse Financial Group. Vaughan also holds an insurance license with Ash Brokerage Insurance Solutions, where he provides variable and health insurance advice. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for over 17,000 clients. The firm serves individuals, high-net-worth households, trusts, retirement plans, and institutional accounts, offering portfolio management, financial planning, retirement plan consulting, and access to alternative investments and model strategies.

Richard Skeppstrom II is a financial advisor with Brockenbrough in Richmond, VA, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. He has been with Lowe Brockenbrough & Company, Inc since 2015. Skeppstrom serves on the VCU Engineering School Investment Committee, a role he has held since 2014. 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 assets and offers customized portfolios that blend traditional and non-traditional asset classes using both proprietary strategies and third-party managers.

Christopher Milligan is a CFP® and CFA® with 14 years of experience in the financial advisory industry. He has worked at Kestra Advisory and Kestra Investment Services, LLC since 2025 and previously spent 13 years with Alpha Omega Wealth Management, LLC. Milligan serves on the Board of Directors for the CFA Society of Virginia. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse client base, including large institutional investors. The firm offers services such as fiduciary consulting, plan design, and education, supporting investments with comprehensive due diligence and a range of management platforms.

John Hopper is a financial advisor at Oppenheimer with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Oppenheimer since 2020. Prior to that, he was with Cambridge Investment Research from 2015 to 2019. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm provides a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

Andrew Castellano is a financial advisor at Truist Advisory Services with 29 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Truist Investment Services since 2000 and Truist Advisory Services since 2016. Castellano serves as a trustee for Norfolk Collegiate School, participating in governance decisions for the private school. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary approaches, uses third-party platforms for manager selection and due diligence, and emphasizes inter-affiliate integration across its services.

Ryan Berry is a financial advisor with Truist Advisory Services in Richmond, VA. He holds the Series 66 designation and has three years of industry experience. His prior roles include positions at SouthState Bank, LPL Financial, and a long tenure at BB&T. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, and fiduciary support, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools and inter-affiliate integration.