John Schlichting is a Series 65 licensed advisor at Wealthcare Capital Management LLC with seven years of industry experience. He previously worked at Lowe Brockenbrough & Company for three years before joining Wealthcare Capital Management in 2019. Wealthcare Capital Management LLC is a multi-team SEC-registered investment adviser managing approximately $3.93 billion for over 5,600 clients through 33 advisors. The firm offers comprehensive financial planning and discretionary portfolio management for individual and high-net-worth clients, and provides retirement plan advisory and investment strategist services to intermediaries, using a long-term, evidence-based investment approach combined with behavioral economics.

Adam Grossman is a CFA® charterholder with 13 years of industry experience and is currently an advisor at RiverFront Investment Group, LLC. He has been with RiverFront since 2015. Grossman serves as a board member of the Richmond Retirement System, where he helps set investment policy and approves portfolio managers. RiverFront 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 various model and custom solutions.

Roland Dortch is a financial advisor with HBW Advisory Services LLC in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His career includes roles at Silver Oak Securities, Inc., Cetera Wealth Services, LLC, and extensive work with HBW-affiliated entities since 2002. He also operates the Roland H. Dortch Company, an independent financial professional practice. HBW Advisory Services manages approximately $1.75 billion in client assets and offers asset management, financial planning, and consulting to individuals, families, charitable organizations, businesses, and retirement plans. The firm uses a blended investment approach with third-party money managers and emphasizes a high client load per advisor along with institutional and intermediary services.

Joshua Bowers is a CFP® professional at Valeo Financial Advisors, LLC with one year of industry experience. Prior to joining Valeo, he worked at FieldCore and held positions at Virginia Tech and Atlee High School. Valeo Financial Advisors provides comprehensive financial planning and investment management to individuals, families, and institutional clients. The firm employs a strategic asset-allocation framework with tactical adjustments and offers services ranging from model portfolios to pro-bono planning for local non-profits.

William Shepherd is a financial advisor at Choreo, LLC with six years of industry experience. He holds a Series 65 designation and previously worked at Cherry Bekaert Wealth Management LLC and the Federal Reserve Bank of New York. Choreo provides investment and advisory services to a diverse client base including individual investors, family offices, endowments, foundations, retirement plans, charitable organizations, and corporate clients. The firm’s approach emphasizes strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Tricia Mustico is a financial advisor at Waverly Advisors, LLC with 21 years of industry experience. She holds a Series 66 designation and previously worked at Heartwood Wealth Advisors LLC and Wells Fargo Advisors. Outside of her advisory role, she is a commissioned notary public in the state of Virginia. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individual clients, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and provides a range of services including financial planning, retirement plan consulting, and multi-family office services.

Christopher Harper is a CFA® charterholder with six years of experience at The London Company of Virginia. He has worked exclusively at the firm since 2014. The London Company of Virginia manages approximately $14.9 billion in discretionary assets for individual and institutional clients using a conservative, long-term, bottom-up equity approach that incorporates quantitative screening and fundamental analysis. The firm delivers portfolio management through separately managed accounts, sub-advisory roles, and collective investment vehicles.

Michael Lanotte is a financial advisor at The London Company of Virginia with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with the firm since 2014. 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 process focused on downside protection and offers multiple concentrated and international equity strategies with explicit risk controls.

Stephen Clarke is a financial advisor at Waverly Advisors, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Heartwood Wealth Advisors LLC and Wells Fargo Advisors. Clarke has a partial ownership interest in Scotch Hills World Wide LLC, an investment venture focused on real estate and private investments. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering both discretionary and non-discretionary portfolio management alongside financial planning and retirement consulting services.

John Bocock is a financial advisor at Pinnacle Associates, Ltd. with 26 years of industry experience. He holds a Series 65 designation and has been with Pinnacle Associates since 2023, after a lengthy tenure at Investment Management of Virginia starting in 2000. Pinnacle Associates provides discretionary investment management and financial planning services to individuals, families, trusts, corporations, endowments, foundations, pension and profit-sharing plans, and charitable organizations. The firm emphasizes fundamental, bottom-up analysis with a long-term, valuation-sensitive approach, primarily managing portfolios of individual equities and offering custom allocations across various strategies.

Robert Wilson is a Series 65-licensed financial advisor with Wealthcare Capital Management LLC in Richmond, VA, with 22 years of industry experience. He has been with Wealthcare Capital Management, formerly Financeware, Inc., since 1999. Wealthcare Capital Management LLC is a multi-team SEC-registered advisory firm managing approximately $3.03 billion for individuals, high-net-worth clients, trusts, retirement plans, foundations, and other entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan advisory, and access to alternative investments, using an evidence-based investment framework overseen by an Investment Policy Committee.

Raymond Reibel is a financial advisor with Cary Street Partners and holds Series 65 and Series 63 licenses. He has 21 years of industry experience, including nine years at Edelman Financial Services and eight years with Cary Street Partners. Cary Street Partners serves a diverse client base including individuals, corporations, trusts, retirement plans, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing proprietary strategies, third-party managers, and AI tools alongside human oversight.

Robert Campbell III is a financial advisor with Capitol Securities Management, Inc. in Chesterfield, VA. He holds a Series 66 designation and has 18 years of industry experience, including 17 years at Capitol Securities. Outside of his advisory role, he acts as a referral resource for healthcare benefits programs through a professional relationship with TPA Benefits. Capitol Securities Management serves individual, corporate, and charitable clients, providing brokerage, investment advisory services, and comprehensive financial planning. The firm offers access to separately managed accounts, wrap fee programs, third-party money managers, and employs a variety of investment instruments tailored to client-specific policies.

Matthew Daniel is a CFP® professional with 16 years of industry experience, currently serving as an advisor at Cary Street Partners since 2026. He previously worked at Stony Point Wealth Management, Inc. for 12 years. Outside of his advisory role, he is the CEO of Matthew Daniel, Inc., a business focused on accounting and expense management. Cary Street Partners serves a diverse client base, including individuals, corporations, trusts, retirement plans, and institutional clients. The firm offers a range of services such as portfolio management, financial planning, and access to proprietary investment strategies, employing both human oversight and AI tools in its investment process.

Ashton Pocta is a CERTIFIED FINANCIAL PLANNER™ professional with six years at Valeo Financial Advisors, LLC and four years of prior experience at Virginia Tech. He is based in Richmond, VA. Valeo Financial Advisors is a registered investment adviser serving individuals, families, trusts, estates, charitable organizations, and corporate clients. The firm manages approximately $13 billion in assets, employing a strategic asset allocation approach with tactical adjustments and independent managers when appropriate, while also offering a simplified model portfolio service called Valeo Essentials.

Brian Hyde is a financial advisor at Wealthcare Capital Management LLC with 11 years of industry experience. He holds Series 63, Series 66, and Series 65 designations. In addition to his advisory role since 2020, he is the owner of Performance Physical Therapy in Mechanicsville, VA, a business he has operated since 2009. Wealthcare Capital Management LLC is a multi-team SEC-registered investment adviser managing approximately $3.93 billion for over 5,600 clients through a team of 33 advisors. The firm offers comprehensive financial planning and discretionary portfolio management for individual and high-net-worth clients, utilizing a long-term, evidence-based investment approach supplemented by proprietary quantitative measures.

Yulando Wallace is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63, Series 65, and Series 66 licenses and bringing 32 years of industry experience. He previously worked at Lincoln Financial Securities Corporation before joining Mutual of Omaha in 2019. In addition to his advisory role, he provides insurance products including life, health, annuities, and disability coverage, and conducts education workshops for federal employees. Mutual of Omaha Investor Services, Inc. serves individuals, corporations, and qualified retirement plans through financial planning and managed account programs, utilizing platforms like Envestnet and custodians such as Pershing. The firm operates within the broader Mutual of Omaha group alongside broker-dealer and insurance businesses, offering a range of investment advisory and insurance services.

Trevor Batt is a financial advisor at Ritholtz Wealth Management with eight years of industry experience. He holds the CFP® designation and Series 65 license. Prior to joining Ritholtz in 2025, Trevor worked at Cardinal Financial Planning, Indigenous Technologies, and several other firms across finance and technology sectors. Ritholtz Wealth Management serves both individual and institutional clients, offering comprehensive portfolio management and financial planning through advisor-led services and digital platforms. The firm employs a goal-based investment process emphasizing asset allocation and behavioral finance, managing approximately $9.4 billion in client assets.

Charles Caravati is a CFA® charterholder with 32 years of industry experience, currently serving as an advisor at Brockenbrough since 1992. He holds Series 63 and Series 65 licenses. 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 offers customized portfolios combining traditional and non-traditional asset classes, employs proprietary and third-party strategies, and manages approximately $4.3 billion in client assets as of December 2024.

Barbour Bussells is a financial advisor at Cary Street Partners with 31 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at several firms including Dixon, Hubard, Feinour & Brown, Inc., Atlantic Union Bank, and Raymond James Financial Services. Cary Street Partners serves a diverse client base including individuals, corporations, trusts, retirement plans, and institutional investors. The firm offers portfolio management, financial planning, and access to proprietary and third-party investment strategies, utilizing AI tools alongside human oversight in its investment process.