Daniel Morozov is a financial advisor with Mutual of Omaha Investor Services, Inc., holding a Series 66 designation and one year of industry experience. Prior to his current role, he worked at Mutual of Omaha Insurance Company and has experience in law and physical therapy fields. 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 various managed account programs and financial planning services. The firm operates within the Mutual of Omaha group, offering investment solutions alongside broker-dealer and insurance activities.

Samuel Williams is a financial advisor at Forum Financial Management, LP with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Ohio National Financial Services and Northwestern Mutual. Outside of his advisory role, he serves on the Board of Trustees for Trinity Episcopal School in Richmond, VA. Forum Financial Management, LP provides fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients. The firm also acts as a sub-advisor and turnkey asset management platform for independent RIAs, managing portfolios primarily using DFA institutional mutual funds and ETFs within a Modern Portfolio Theory framework.

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.

Nathaniel Robinson is a CFP® certificant with nine years of industry experience. He currently works at CW Advisors, LLC and has prior experience at Campbell Wealth Management, Inc. and CG Advisory Services. Before his financial advisory career, he worked with the Colorado Springs Switchbacks. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, estates, charitable organizations, and business entities. The firm employs a core-and-satellite investment approach utilizing active, passive, quantitative, and ESG strategies, and provides wealth management, family office, retirement plan advisory, and sub-advisory services.

Ronald Bell Jr. is a financial advisor at Cornerstone Wealth Management, LLC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Cornerstone Wealth Management and LPL Financial since 2013. Cornerstone Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm uses a multi-brand operating model supported by LPL platform programs and technology to deliver tailored investment advice and asset management 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 at Mutual Of Omaha Investor Services, Inc. with 13 years of industry experience. She holds the ChFC® designation along with Series 65 and Series 63 licenses. In addition to her advisory role, she is an insurance agent specializing in life, health, dental, and annuities. Mutual Of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm works primarily through a platform relationship with Envestnet and integrates broker-dealer and insurance distribution services within the Mutual of Omaha group.

Sarah Harris is a CFP® with 13 years of industry experience, currently with Waverly Advisors, LLC. She previously worked at Heartwood Wealth Advisors for five years and SBK Financial, Inc. for seven years. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private-markets allocations, offering both discretionary and non-discretionary portfolio management along with financial planning and retirement plan consulting services.

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 currently advising at MissionSquare Retirement. He has held roles at Icma Rc, Pie-Tech Inc, Teleperformance USA, and Arsenal Financial Group LLC. He serves on the Investment Committee of Christ Church Episcopal, where he is involved in reviewing and voting on investment decisions for the church’s endowment fund. MissionSquare Retirement serves state and local government employers, employees, and certain nonprofits by administering deferred compensation and qualified retirement plans with comprehensive plan administration, recordkeeping, and advisory services. Its Guided Pathways program offers personalized investment advice and managed accounts developed by Morningstar Investment Management and supports over 40,000 participants through a multi-team advisory structure.

Joseph Mcvey is a financial advisor with FourStar Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and over 43 years of industry experience. His prior roles include positions at UBS Financial Services Inc. and Morgan Stanley, where he worked from 2009 to 2019. Outside of his advisory work, he is a co-owner of Cypress Ice, LLC, a retail business focused on vending ice and purified water. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering financial planning, discretionary portfolio management, and retirement-plan consulting. The firm combines fundamental and technical analysis to manage tailored portfolios primarily on a discretionary basis and also operates private funds and pooled investment vehicles.

Michael Rawls is a financial advisor with CG Advisory Services in Richmond, VA, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. His prior work includes eight years at VALIC Financial Advisors and five years at both Capital Asset Advisory Services, LLC and CG Financial Services. He serves on the board of the American Heart Association in a non-compensated capacity. CG Advisory Services is an SEC-registered firm that provides discretionary portfolio management and financial planning for individuals, pension plans, charitable organizations, and corporate clients. The firm employs model-driven investment strategies with oversight from an Investment Committee and incorporates AI tools alongside fundamental and technical research to tailor portfolios to client objectives.

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 at Mutual of Omaha Investor Services, Inc. with nine years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to his current role since 2018, Tyler worked at Wells Fargo Clearing Services, LLC and Wells Fargo Bank NA. Outside of advising, he serves as COO and is a 50% owner of Triple C Ranch, a family business involved in buying and selling cattle. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement consulting. The firm utilizes a platform relationship with Envestnet and acts as an intermediary between clients and third-party money managers.

Max Gawlik is a financial advisor at The London Company of Virginia with one year of industry experience. He holds a Series 65 designation and has previous work experience outside of finance, including roles at Nike and The Pennsylvania State University. The London Company of Virginia provides discretionary portfolio management services to individual and institutional clients, managing approximately $14.9 billion in assets. The firm employs a conservative, long-term, bottom-up equity approach focused on cash return on tangible capital, free cash flow, and downside protection.

Kathryn Pruitt is a financial advisor at Waverly Advisors, LLC with nine years of industry experience. She previously worked at Heartwood Wealth Advisors for seven years and Wells Fargo Advisors for three years. Kathryn holds Series 66, Series 63, and Series 65 licenses and is also a Notary Public in the state of Virginia. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private-markets allocations and offers a range of services including financial planning and retirement plan consulting.

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.