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.

Sumanpreet Dhillon is a financial advisor at RiverFront Investment Group, LLC with two years of industry experience. Dhillon holds the Series 66 designation and has worked at firms including ALPS Distributors, Inc. and JPMorgan & Chase. RiverFront Investment Group provides discretionary portfolio management and model-based investment solutions primarily to individuals, trusts, pension and institutional clients. The firm employs a multi-advisor platform and combines strategic and tactical asset allocation with security selection and risk management under its “Price Matters” framework.

Jamie Malone is a CFP® and CFA® with 16 years of experience in the financial advisory industry. He has worked at CW Advisors, LLC since 2024 and previously spent 14 years at Agili, P.C. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporations. The firm employs a core-and-satellite investment approach utilizing active, passive, quantitative, and ESG strategies, combining third-party money managers with internally managed risk-managed strategies.

Natan Mc Kenzie is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and four years of industry experience. Prior to joining Navy Federal, he worked at Centaurus Financial Inc. for six years. Outside of his advisory role, Mc Kenzie is co-owner of Pix R Us, a photo booth service company. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, providing financial planning, retirement-plan fiduciary services, and portfolio management. The firm employs third-party portfolio managers via the Envestnet platform and offers a range of advisory and brokerage solutions with oversight of client suitability and manager selection.

Colleen Dixon is a financial advisor with First Citizens Investor Services, Inc. in Richmond, VA, holding Series 63 and Series 65 licenses and bringing five years of industry experience. Her prior roles include positions at Wells Fargo, Bank of America, and PNC Bank. She also serves as an institutional consultant at First Citizens Asset Management, where she advises clients on investment management and retirement plans. First Citizens Investor Services, Inc. provides investment advisory and brokerage services to a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm uses a combination of risk- and outcomes-based asset allocation, discretionary and non-discretionary management, and third-party managers, supported by integrated banking resources through its affiliation with a bank holding company.

Diego Marti Vertiz is a CFA charterholder with eight years at RiverFront Investment Group and four years of industry experience. Prior to joining RiverFront, he worked in construction and was affiliated with Millsaps College. He serves on the CFA Society of Virginia NextGen Board. RiverFront Investment Group provides discretionary portfolio management and model-based investment solutions primarily to individual investors, as well as to trusts, pension, and institutional clients. The firm employs a multi-advisor platform and an investment approach that integrates strategic and tactical asset allocation with security selection and risk management under its "Price Matters" framework.

Robert Wainscott is a financial advisor with The London Company of Virginia, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has been with The London Company of Virginia since 2014. Outside of his advisory role, he is a member of Posey LLC, a non-investment-related business. The London Company of Virginia is an independently owned, SEC-registered investment adviser managing approximately $16 billion in discretionary assets for individuals, high net worth clients, pension plans, foundations, charitable organizations, and other institutions. The firm employs a conservative, bottom-up equity process focused on downside protection, offering multiple concentrated and international equity strategies with risk controls and extensive intermediary distribution.

Dennis Perkins Jr. is a financial advisor with Prospera Financial Services, Inc., holding a Series 66 designation and 21 years of industry experience. He has been with Prospera since 2009. Outside of his advisory role, Perkins is co-owner of an insurance agency and serves as chairman of a stewardship committee and trustee for a local church. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors, offering investment advisory and financial planning services across multiple platforms and utilizing a combination of firm models, third-party sub-advisers, and customizable allocations.

Jeffrey Burgess is a financial advisor at Compass Financial Management LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously operated Burgess Wealth Advisory for 10 years. Outside of advising, he is the president and owner of J M Burgess Corp., which does business as Burgess Wealth Advisory. Compass Financial Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates. The firm manages approximately $519 million in discretionary assets with a multi-team staff of 27 advisors and employs a combined fundamental, technical, charting, and cyclical investment approach.

Caroline Baronian is a CFA® charterholder with eight years of industry experience, currently serving as a financial advisor at Heritage Wealth Advisors since 2016. She works out of Richmond, VA, and is part of a 16-advisor team at her firm. Heritage Wealth Advisors serves high-net-worth individuals, families, trusts, business entities, nonprofits, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, tax preparation, and retirement-plan advisory. The firm combines personalized asset allocation with a variety of investment strategies and serves as investment manager and general partner to multiple private investment funds.

Adam Price is a financial advisor at Prospera Financial Services, Inc. with one year of industry experience. He holds a Series 66 designation and has previously worked at Liberty University, Nasdaq Dorsey Wright, and Price Perkins, LLC. Prospera Financial Services, Inc. is a multi-team firm serving individual, corporate, charitable, and retirement plan clients with approximately $12.4 billion in assets managed across 207 advisors and 140 offices. The firm employs a combination of firm models, third-party sub-advisers, and customizable portfolios, offering both discretionary and non-discretionary account management through multiple sponsored platforms.

Daniel Rowe is a financial advisor at Heritage Wealth Advisors in Richmond, VA, holding Series 63 and Series 65 licenses with eight years of industry experience. Prior to joining Heritage Wealth Advisors in 2020, he worked at Cetera Investment Advisers LLC and Foresters Financial Services. Before entering the advisory field, he was employed at the University of Lynchburg for five years. Heritage Wealth Advisors provides investment advisory and consulting services to individuals, families, trusts and estates, business entities, non-profits, and retirement plans. The firm’s investment approach focuses on customized asset allocations tailored to clients’ time horizons, risk tolerance, and cash-flow needs, utilizing a range of investment vehicles and quarterly portfolio reviews conducted by an Investment Policy Committee.

Elizabeth Sening is a financial advisor with Triad Wealth Partners, LLC, holding a Series 65 credential. She has seven years of industry experience, having worked previously at Prosperity Growth Strategies and Hometaker. Triad Wealth Partners provides turnkey asset management services primarily to independent registered investment advisers (RIAs) and their clients, including high-net-worth individuals, trusts, and estates. The firm employs a model-driven investment process focused on strategic asset allocation across diversified portfolios and offers sub-advisory management, operational support, and financial planning services.

Manuel Naputi is a financial advisor at MissionSquare Retirement with 17 years of industry experience. He holds a Series 66 designation and has previously worked at ICMA-RC Services, LLC and DST. Outside of his advisory role, he assists with a small family business that sells furniture, antiques, and vintage items. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering retirement plans and providing plan administration, recordkeeping, education, and advisory services. The firm offers Guided Pathways, which includes managed accounts and fund advice developed by Morningstar Investment Management, delivered through multiple channels to participants within MissionSquare-administered accounts.

Andrew Wetzel is a financial advisor at The London Company of Virginia with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with the firm since 2012. 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, and other institutional investors using a conservative, bottom-up equity process focused on downside protection and risk-controlled strategies.

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.