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 at Capitol Securities Management, Inc. with 42 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Capitol Securities since 2016, following seven years at Wells Fargo Advisors LLC. Capitol Securities Management serves individuals, including high-net-worth clients, corporate and charitable clients, trustees, and plan sponsors. The firm offers brokerage and investment advisory services alongside financial planning, pension consulting, insurance products, and educational seminars, managing assets through various account types and investment strategies.

Pranay Laharia is a CFA® charterholder with seven 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 both individual and institutional clients, managing roughly $14.9 billion in assets through a team of about 30 investment professionals. The firm employs a conservative, long-term, bottom-up equity approach 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.

Kelley Tyger is a financial advisor with Cary Street Partners in Richmond, VA, holding a Series 66 designation and six years of industry experience. Prior to joining Cary Street Partners in 2026, Tyger worked at Davenport & Company LLC for five years and held roles at Truist Advisory Services, TRUIST INVESTMENT SERVICES, Inc., and BB&T Securities. Outside of finance, Tyger is involved as an instructor with No Limits Martial Arts and Fitness. Cary Street Partners serves a diverse range of clients including individuals, corporations, trusts, retirement plans, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to proprietary and third-party investment strategies, using both human and AI tools for portfolio oversight.

John Jordan is a CFA® charterholder with 24 years of industry experience. He has been with Heritage Wealth Advisors since 2012. 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 and uses a range of investment vehicles, with portfolios reviewed quarterly by an Investment Policy Committee. Heritage also serves as an affiliated private fund adviser and operator, managing multiple private funds and offering unique operational services such as bill-paying and tax payment assistance.

Edward Wirwille is a financial advisor with Wealthcare Capital Management LLC in Richmond, VA, holding Series 63 and Series 65 licenses and totaling 19 years of industry experience. He has been with Wealthcare Capital Management since 2008. In addition to his advisory role, Mr. Wirwille serves as an expert witness in divorce proceedings and works as a fiduciary auditor for qualified retirement plans. Wealthcare Capital Management LLC is a multi-team SEC-registered investment adviser managing approximately $3.93 billion for over 5,600 clients. The firm offers comprehensive financial planning, discretionary portfolio management, and retirement plan advisory services, employing a long-term, evidence-based investment approach that integrates behavioral economics and uses model portfolios primarily composed of ETFs and indexed mutual funds.

Patrick Mullins is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2014. He has been with Fidelity Investments since 2006, progressing through roles including Financial Consultant, Investment Consultant, and Financial Representative. Prior to joining Fidelity, he worked as a Business Development Manager at Strategic Financial Planners from 2004 to 2006. In his current role, Patrick assists clients and their families in growing and protecting their wealth, making sound investment decisions, and simplifying their financial lives.

James Winters is a financial advisor with IP Financial Advisory Services LLC in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at H. Beck, Inc. for 16 years and has been involved with Commonwealth Pension Management for over 28 years, where he also operates as an insurance broker specializing in the sales and service of fixed insurance products. Winters has held roles at several firms since 2021, including Innovation Partners LLC and Grove Point Investments, LLC. IP Financial Advisory Services primarily serves individual retail clients, focusing on customized portfolio management, financial planning, and retirement-plan consulting. The firm offers a range of services including managed account programs and access to third-party investment advisors, with an emphasis on non–high-net-worth individuals and a combination of investment advisory and insurance consulting capabilities.

Laura Settle is a financial advisor at Capitol Securities Management, Inc. with 28 years of industry experience. She holds a Series 66 designation and has been with Capitol Securities Management since 2011. Outside of her advisory role, she works in patient access at Sentara Martha Jefferson Hospital. Capitol Securities Management serves individual investors, institutional and corporate clients, retirement plans, trusts, and small businesses. The firm offers portfolio management, financial planning, consulting, and various wrap fee programs through both discretionary and non-discretionary advisory relationships.

Thomas Cain is a financial advisor with Kovack Advisors, Inc. in Richmond, VA, holding a Series 63 designation and having 39 years of industry experience. He has worked with Kovack Securities since 2017 and has been involved with Capital L Group, LLC and Capital Guardian Wealth Management, LLC since 2011. Outside of his advisory role, Cain serves on the board of directors for the VCU Foundation & Children's Hospital and coaches tennis for juniors and adults in Richmond. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, and pension plans through a nationwide network. The firm emphasizes diversified asset-class exposure primarily via mutual funds and ETFs, while also recommending third-party managers and providing financial planning and account aggregation services.

William Sizemore is a financial advisor at Pinnacle Associates, Ltd. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Pinnacle Associates since 2023, previously serving at Investment Management Of Virginia, LLC since 2007. Pinnacle Associates, Ltd. provides discretionary investment management and financial planning for individuals, families, trusts, endowments, foundations, pension and profit-sharing plans, and other institutional clients. The firm employs a fundamental, bottom-up investment approach across various equity strategies and offers tailored allocations that include bonds, mutual funds, ETFs, and option overlays when appropriate.

Amy Hogg is a financial advisor at The London Company of Virginia with a Series 65 credential. She has one year of industry experience, including a year at JP Morgan Chase prior to joining her current firm. The London Company of Virginia provides discretionary portfolio management to individual and institutional clients through various vehicles, including separately managed accounts and sub-advisory roles. The firm manages approximately $14.9 billion in assets and employs a conservative, long-term equity investment approach focused on balance-sheet optimization, quantitative screening, and fundamental analysis.

Rachel Owen is a financial advisor at Cary Street Partners in Richmond, VA. She holds a Series 66 designation and has been with Cary Street Partners since 2018. Prior to this, she worked at The Confident Rabbit and Bistro Bethem. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individual investors, charitable organizations, corporations, retirement plans, and institutions. The firm offers portfolio management, financial and retirement planning, access to alternative investments, and lending and insurance solutions, employing both third-party managers and proprietary strategies.

Caitlyn Mc Coy is a financial advisor at Cary Street Partners with a Series 65 credential. She has over 11 years of industry experience, including a prior role at Fisher Investments. Caitlyn’s background also includes academic and educational experience at the University of Colorado Boulder and Marvin Ridge High School. Cary Street Partners offers discretionary and non-discretionary wealth management and advisory services to a diverse range of clients, including individuals, charitable organizations, corporations, retirement plans, and institutions. The firm employs a comprehensive investment approach that incorporates third-party and in-house management, alternative strategies, and proprietary products such as the actively managed ETF TACK.

Ashleigh Lemaster is a Series 65-licensed financial advisor with eight years of industry experience. She is currently with Wealthcare Capital Management LLC, where she has worked since 2026. Her prior experience includes roles at Millennium Advisory Services, Inc. and Godsey & Gibb Wealth Management. Wealthcare Capital Management LLC is a multi-team SEC-registered investment adviser managing approximately $3.93 billion for over 5,600 clients. The firm offers comprehensive financial planning and discretionary portfolio management primarily for individual and high-net-worth clients, employing a long-term, evidence-based investment approach that incorporates behavioral economics and model portfolios constructed mainly with ETFs and indexed mutual funds.

Francis Miller is a financial advisor with PKS Advisory Services, LLC, holding a ChFC® designation along with Series 63 and Series 65 licenses. He has 17 years of industry experience, including prior roles at Wells Fargo Clearing Services LLC, MML Investors Services, and MassMutual. PKS Advisory Services, LLC provides financial planning, consulting, and investment management services to individuals, trusts, estates, and business entities. The firm manages approximately $905 million in assets for over 4,400 clients, tailoring portfolios based on risk tolerance, time horizon, and objectives through a mix of mutual funds, ETFs, independent managers, and individual securities.

William Hayes is a financial advisor with 33 years of industry experience. He is currently with Thurston Springer Financial and previously worked for Wells Fargo Advisors Financial Network LLC for 16 years. Hayes holds Series 63 and Series 65 licenses. He serves as a trustee for the Virginia Retirement System, assisting with policy review and administration. Wells Fargo Advisors is an institutional firm with over 2,200 advisors, providing comprehensive financial services and investment management.