William Cox is a financial advisor with Wealthcare Capital Management LLC in Richmond, VA. He holds the CFP® and ChFC® designations and has 14 years of industry experience. Prior to joining Wealthcare Capital Management in 2021, he worked at Elite Investment Team, LLC and has been self-employed since 2010. Outside of advising, he is an insurance agent with Roberts-Funai Insurance Agency. Wealthcare Capital Management LLC is an SEC-registered multi-team advisor managing approximately $3.03 billion for individual and high-net-worth clients, trusts, retirement plans, and foundations. The firm offers portfolio management, financial planning, and access to alternative and precious-metal investments, employing an evidence-based investment framework overseen by an Investment Policy Committee.

Stephen Walton is a Series 65-licensed financial advisor with Gradient Advisors, LLC and Walton Wealth Management Inc., bringing 10 years of industry experience. He has held roles at Gradient Advisors since 2016 and founded Walton Wealth Management in 2018, where he serves as President focusing on retirement planning, tax planning, and insurance sales. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, and charitable organizations. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, using a non-discretionary model with tools such as the Color of Money Risk Analysis to guide investment decisions.

Sarah Simmer is a CFP® and Series 65-registered advisor at Heritage Wealth Advisors in Richmond, VA, with six years of industry experience. She has worked at Heritage Wealth Advisors since 2019 and previously spent seven years at PricewaterhouseCoopers. Heritage Wealth Advisors provides investment advisory and consulting services to individuals, families, trusts, business entities, non-profits, and retirement plans. The firm’s investment approach emphasizes customized asset allocations tailored to clients’ time horizons, risk tolerance, and cash-flow needs, utilizing a range of investment vehicles and quarterly portfolio reviews by an Investment Policy Committee. Heritage also serves as an affiliated private fund adviser and operator, managing multiple private funds and offering bill-paying and estimated tax payment services.

Wesley Kaufman is a CFP® with 31 years of industry experience, currently serving at Waverly Advisors, LLC since 2026. Prior to joining Waverly, he worked at Heartwood Wealth Advisors LLC for seven years and Wells Fargo Advisors for six years. 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 financial planning and multi-family office services.

Tyler Napier is a CFP® with 13 years of industry experience, currently serving at Cary Street Partners since 2026. Prior to this, he worked for 11 years at Stony Point Wealth Management LLC. Cary Street Partners serves a diverse client base, including individuals, corporations, trusts, and institutional clients, offering services such as portfolio management, financial planning, and retirement plan fiduciary services. The firm utilizes proprietary strategies, sub-advisers, and AI tools to support investment decisions.

William Claiborne is a CFA® charterholder with over 32 years of industry experience. He has been with Brockenbrough since 1993 and holds Series 63 and Series 65 licenses. Claiborne serves on the board and finance committee of Hollywood Cemetery Company, a nonprofit cemetery organization in Richmond, VA. Brockenbrough provides discretionary and non-discretionary investment management and OCIO services to high-net-worth individuals, trusts, foundations, endowments, and institutional clients. The firm manages approximately $4.3 billion in assets and offers customized portfolios that integrate traditional and non-traditional asset classes through proprietary strategies and third-party managers.

Bradley Brown is a CFP®, CFA®, and holds a Series 66 license with 27 years of industry experience. He has worked at Stonex Advisors Inc. since 2011, following prior roles at Anderson & Strudwick, Incorporated and A&S Capital Advisors, Inc. He is a member of BCES, LLC, where he manages office space and expense sharing. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, ERISA plan consulting, and related services. The firm employs a combination of independent advisors and an in-house Private Client Group, utilizing proprietary models and third-party managers across various platforms.

Michael Joyce is a CFP® and holds a Series 65 license with 33 years of industry experience. He is currently with CW Advisors, LLC since 2024, following a 31-year tenure at Agili, P.C. Joyce serves as Vice President of the Board and Chair of the Development Committee for the NAPFA Foundation, a 501(c)(3) charitable organization. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and other business entities. The firm employs a core-and-satellite investment approach that integrates active, passive, quantitative, and ESG strategies, utilizing third-party money managers alongside internally managed risk-managed strategies.

Norman Marshall is a financial advisor at Capitol Securities Management, Inc. with 46 years of industry experience. He holds Series 63 and Series 65 designations and has been with Capitol Securities Management since 2011. His prior work includes managing rental properties from 2018 to 2020. Capitol Securities Management serves individual investors, institutional and corporate clients, retirement plans, trusts, and small businesses. The firm offers portfolio management, comprehensive financial planning, consulting, and wrap fee programs, operating as both a broker-dealer and registered investment adviser.

Michael Cross is a financial advisor with Capitol Securities Management, Inc. in Charlottesville, VA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Capitol Securities Management since 2011. Outside of his advisory role, he is actively involved in lacrosse as an official, clinician, and conference assigner for men's lacrosse games. 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 programs and employs a network of investment adviser representatives who develop client-specific investment policies and manage accounts using a range of investment instruments.

William Nease is a financial advisor with Capitol Securities Management, Inc. in Martinsville, VA, holding a Series 63 designation and bringing 44 years of industry experience. He has been with Capitol Securities Management since 2010. Outside of his advisory role, he is the owner of Nease Holding Co. LLC, a business entity handling operational and administrative functions. Capitol Securities Management serves individuals, including high-net-worth clients, as well as corporate, charitable, trustee, and plan sponsor clients. The firm offers brokerage and investment advisory services alongside financial planning, pension consulting, insurance products, and educational seminars, utilizing a range of investment vehicles and third-party managers.

Jonathan Moody is a CFA® charterholder with 22 years of industry experience and has been with The London Company of Virginia since 2002. He holds Series 63 and Series 66 licenses and is based in Richmond, VA. Moody's career has been focused entirely at The London Company of Virginia. 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 emphasizing downside protection through quantitative screening, fundamental analysis, and risk-controlled sell discipline, offering a range of concentrated and international equity strategies.

Bradford Williams is a financial advisor at RiverFront Investment Group, LLC with 11 years of industry experience. He holds the Series 66 designation and has worked extensively within RiverFront and its affiliated entities, including ALPS Distributors. RiverFront Investment Group provides investment management services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a Price Matters® valuation framework combined with tactical asset allocation and security selection across global markets, delivering customized portfolio solutions through various model and separately managed account platforms.

Bethany Scott is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and having 15 years of industry experience. She has been with Mutual of Omaha Investor Services since 2011 and Mutual of Omaha since 2009. In addition to her advisory role, she manages a home remodeling business, Brock's Custom Builders LLC. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, third-party money manager relationships, and managed account programs. The firm delivers managed solutions primarily through Envestnet and acts as a conduit to third-party managers, operating alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Katherine Hallberg is a Series 66 licensed financial advisor with 18 years of industry experience. She has been with Capitol Securities Management, Inc. in Richmond, VA since 2010. Capitol Securities Management serves individual, corporate, charitable, trustee, and plan sponsor clients by offering brokerage and investment advisory services alongside financial planning, pension consulting, insurance products, and educational seminars. The firm manages assets through various strategies including separately managed accounts, wrap fee programs, and third-party money managers.

Jesse Wade III is a financial advisor at Capitol Securities Management, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Capitol Securities since 2011. In addition to his advisory role, he is a financial representative involved in life insurance sales and serves on the boards of several local organizations, including Alliance Bee and the West Piedmont Workforce Development Board. Capitol Securities Management serves individual, corporate, charitable, trustee, and plan sponsor clients, offering brokerage and investment advisory services along with financial planning, pension consulting, insurance products, and educational seminars. The firm manages assets through various programs and employs a range of investment instruments tailored to client-specific policies.

William Korn is a financial advisor with Capitol Securities Management, Inc. in Sarasota, FL, holding Series 63 and Series 65 credentials and 48 years of industry experience. He has been with Capitol Securities Management since 1989 and with Heritage Financial Group since 1983. Outside of his advisory work, he serves as Interim Chairman of the Board and Treasurer for Grow Mongolia Inc., an organization focused on transforming the Mongolian people into a Christ-centered nation. Capitol Securities Management serves individuals, including high-net-worth clients, as well as corporate and charitable clients, trustees, and plan sponsors. The firm offers brokerage and investment advisory services alongside comprehensive financial planning and pension consulting, managing assets through separately managed accounts, wrap fee programs, third-party money managers, and model portfolios.

Alexander Peets is a financial advisor with HBW Advisory Services LLC, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has worked at HBW Advisory Services since 2017 and has additional experience with Silver Oak Securities and Uber. Peets is also associated with Stepwise Financial, an independent financial professional business. HBW Advisory Services manages approximately $1.75 billion in client assets and serves a diverse range of clients including individuals, families, charitable organizations, and institutional plans. The firm employs a blended investment approach combining tactical asset allocation, fixed income, and multi-manager diversification, alongside sub-advisory and co-advisor services, and offers unique operational features such as AI tools and a wrap-fee portfolio option through Betterment Institutional.

Thomas Moore is a CFA® charterholder with nine years of industry experience. He has been with Silvercrest Asset Management Group LLC since 2017 and previously worked at Alliance Bernstein from 2015 to 2017. Silvercrest Asset Management Group LLC provides investment management and family-office services to families and select institutional investors, offering both discretionary and non-discretionary portfolio management alongside services such as bill paying, tax planning, and consolidated reporting. The firm manages a broad range of proprietary equity and fixed-income strategies and utilizes a combination of bottom-up security selection and manager allocation tailored to individual client portfolios.

Michael Mccool is a financial advisor at Cary Street Partners with 21 years of industry experience. He has been with Cary Street Partners since 2009 and holds Series 63 and Series 65 licenses. He serves as a board member of the Washington County Public Library in Abingdon, VA, where he participates on the finance committee and the foundation board. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individuals, charitable organizations, corporations, and retirement plans. The firm uses a consultative approach to tailor investment programs and offers a range of portfolio management strategies, including proprietary products managed by its affiliated asset manager.