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.

Palmer Garson is a financial advisor at Silvercrest Asset Management Group LLC with 17 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials and has been with Silvercrest since 2014. Outside of his advisory role, Garson serves on several investment committees and boards, including the Tom Haiggai Foundation and the Virginia Foundation of Independent Colleges, where he holds governance and oversight responsibilities. Silvercrest Asset Management Group provides investment management and family-office services to families and select institutional investors such as endowments and foundations. The firm employs a combination of proprietary equity and fixed-income strategies alongside outsourced CIO and quantitative risk analytics, tailoring portfolios to individual client objectives.

William White is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. His career includes long tenures at H. Beck, Inc. and Duval White Investment Services, along with roles at several affiliated firms since 2007. Outside of advisory work, he is involved in insurance sales, including life, disability, and annuity products. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and retirement-plan consulting. The firm combines traditional investment advisory services with actuarial analysis and insurance consulting, catering mainly to non-high-net-worth individuals.

Christina Todd is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Cary Street Partners since 2017. Prior to joining Cary Street Partners, she worked at Morgan Stanley and Morgan Stanley Private Bank. She is a current board member of the Finance Department Advisory Board at the Pamplin College of Business at Virginia Tech, contributing to program development and career placement. 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, using proprietary strategies and third-party managers, and applies AI tools to assist with research and portfolio modeling while retaining human oversight for final decisions.

Mark Bechtle is a financial advisor with Capitol Securities Management, Inc. in Glen Allen, VA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His career includes roles at Wells Fargo Clearing and Prudential Equity Group, LLC before joining Capitol Securities Management in 2016. Capitol Securities Management serves individual investors—including high-net-worth clients—as well as institutional and corporate clients, retirement plans, trusts, and small businesses. The firm offers portfolio management, comprehensive financial planning, consulting, and various wrap fee programs, operating as both a broker-dealer and registered investment adviser.

Pranay Laharia is a CFA® charterholder with eight years of industry experience. He is currently an advisor at The London Company of Virginia, where he has worked since 2026. Prior to this, he spent 13 years at Barrow Hanley Global Investors. The London Company of Virginia provides discretionary portfolio management to individual and institutional clients through various channels including separately managed accounts and sub-advisory relationships. The firm employs a conservative, long-term, bottom-up equity strategy focused on cash return on tangible capital, free cash flow, and downside protection.

Matthew Shaia is a financial advisor at Brockenbrough in Richmond, VA, with 14 years of industry experience. He holds the Series 66 designation and has been with Lowe Brockenbrough & Company, Inc. and its successor firm since 2013. 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 assets and offers customized portfolios that combine traditional and non-traditional asset classes through proprietary strategies and third-party managers.

Samantha Link is a CFP® and holds a Series 66 license, with 11 years of experience in the financial industry. She has worked at Brockenbrough since 2020 and previously at BB&T Securities from 2015 to 2020. Brockenbrough serves high-net-worth individuals, trusts, foundations, endowments, and other institutional clients with discretionary and non-discretionary investment management and Outsourced Chief Investment Officer (OCIO) services. Founded in 1970, the firm manages approximately $4.3 billion in client assets and offers customized portfolios that blend traditional and non-traditional asset classes through proprietary strategies and third-party managers.

Steven Marascia is a financial advisor at Capitol Securities Management, Inc. with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Capitol Securities since 2009. He also serves as trustee of a family trust. Capitol Securities Management serves individuals, corporate and charitable clients, trustees, and plan sponsors by offering brokerage and investment advisory services alongside financial planning, pension consulting, insurance products, and educational seminars. The firm manages assets through various account types and utilizes a range of investment instruments, with advice delivered by a network of investment adviser representatives.