Cassie Mitchell is an associate at Cary Street Partners with one year of industry experience. She holds the Series 66 designation and also works part-time as a waitress at La Petite Auberge. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, trusts, corporations, and institutional clients. The firm employs a broad investment menu and proprietary strategies and serves unique institutional niches such as state and municipal government entities and insurance company clients.

Wanxiuyuan Wang is a CFA® charterholder and holds a Series 63 license with eight years of industry experience. She has been with The London Company of Virginia since 2018 and previously worked at SunTrust Robinson Humphrey from 2016 to 2018. The London Company of Virginia provides discretionary portfolio management to individual and institutional clients through a variety of platforms, managing approximately $14.9 billion in assets. The firm employs a conservative, bottom-up equity investment approach that emphasizes cash return on tangible capital, free cash flow, and downside protection.

Wesley Cullinane is a financial advisor at Heritage Wealth Advisors in Richmond, VA, holding a Series 65 credential. He has experience working at Heritage Wealth Advisors since 2023 and previously worked at Mangham Associates and BTR Capital Management, Inc. from 2012 to 2018. Heritage Wealth Advisors serves high-net-worth individuals, families, trusts and estates, business entities, non-profits, and retirement plans, offering personalized portfolio management, financial planning, tax preparation, and retirement-plan advisory. The firm constructs customized asset-allocation models and manages both discretionary and non-discretionary portfolios, including private investment funds and pooled vehicles with audited financials and separate offering documents.

William Ebs is a CFP® with 17 years of industry experience, currently affiliated with Momentum Independent Network Inc. He has worked at SWS Financial Services Inc. since 2015. Outside of advisory services, he provides tax preparation and bookkeeping through JEFF HUFFORD CPA, LLC. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients. The firm offers advisory and brokerage services with a platform model relying on third-party managers and Envestnet, integrating Hilltop affiliates for municipal bond strategies and cash management solutions.

Samuel Hutchings is a CFA® charterholder with 10 years of industry experience. He has been with The London Company of Virginia since 2015. The London Company of Virginia is an independent 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 and international equity strategies with explicit risk controls.

Natalie Gross is a financial advisor at Capitol Securities Management, Inc. with 14 years of industry experience. She previously worked for Wells Fargo Clearing for 10 years before joining Capitol Securities Management. Outside of her advisory role, she serves as an executor for a family estate. Capitol Securities Management serves individual, institutional, and corporate clients, providing portfolio management, financial planning, and consulting services through both broker-dealer and investment adviser platforms. The firm offers a range of advisory programs including discretionary and non-discretionary managed accounts and third-party Money Manager solutions.

Victoria Bryant is a financial advisor at RiverFront Investment Group, LLC with seven years of industry experience. She holds a Series 66 designation and has worked at RiverFront and ALPS Distributors, Inc. She is also the Director of Business Development for RiverShares, a role she has held since 2019. RiverFront Investment Group provides investment management services to individual investors, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a Price Matters® valuation framework combined with tactical asset allocation and risk management, delivering portfolios through wrap-fee programs and custom solutions.

Anthony De Trane is a financial advisor at Cary Street Partners in Richmond, VA, holding Series 63 and Series 65 licenses with one year of industry experience. His prior roles include positions at Apella Wealth, PBMares Wealth Management, Atlantic Union Bank, and Christopher Newport University. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to a broad client base, including individuals, retirement plans, trusts, corporations, and institutional clients. The firm offers a diversified investment approach using equities, fixed income, ETFs, mutual funds, structured products, and private investments, with specialized services for state and municipal government entities and insurance company clients.

Thomas Neuhaus is a financial advisor at Pinnacle Associates, Ltd. in Richmond, VA, holding a Series 63 designation and bringing 25 years of industry experience. He previously worked for Investment Management of Virginia, LLC for 16 years before joining Pinnacle Associates in 2023. Pinnacle Associates provides discretionary investment management and financial planning to a diverse client base, including individuals, families, trusts, corporations, and nonprofit organizations. The firm focuses on fundamental, valuation-sensitive, long-term equity strategies and offers services through various platforms such as model portfolios and unified managed accounts.

John Mcauliffe is a financial advisor at Compound Planning, Inc. in Richmond, VA, holding Series 63 and Series 66 licenses with five years of industry experience. His prior roles include positions at Royal Alliance, Mercer Global Advisor, Raffa Wealth Management, and Clarion Wealth Management Partners. Compound Planning serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries with discretionary portfolio management, financial planning, and institutional advisory services. The firm employs risk-based model allocations combining long-term buy-and-hold strategies with tactical tools such as direct indexing and tax-loss harvesting.

Herbert Turner III is a financial advisor with Davidson Investment Advisors, Inc. in Richmond, VA, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Caprin Asset Management, Raymond James & Associates, and Morgan Keegan & Company, LLC. Davidson Investment Advisors is an SEC-registered firm providing discretionary and non-discretionary portfolio management to individuals and institutions across equity and fixed income strategies. The firm employs a centralized investment team utilizing fundamental, quantitative, and qualitative analysis to manage multi-cap equity and fixed income portfolios with an emphasis on active, long-term management and tax-related services.

Daniel Caparrelli is a financial advisor at Thurston Springer Advisors in Richmond, VA, with 11 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, and fiduciary services, utilizing a combination of fundamental and technical investment analysis to support both buy-and-hold and active strategies.

Holly Sharp is a financial advisor at Prospera Financial Services, Inc. with 22 years of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial, Wealthcare Capital Management, Capitol Securities Management, and Merrill. Sharp provides administrative support to Wealthcare Advisory Partners, an independent investment advisor firm. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities through a range of financial planning and portfolio management services, utilizing multiple advisory programs and third-party platforms.

Adam Stewart is a financial advisor with Ausdal Financial Partners, Inc., holding a Series 66 designation and six years of industry experience. He has worked with Brokers International Financial Services and has been involved with Stewart Wealth Advisors LLC and the Fidelity Insurance Agency of Virginia. Outside of finance, he co-owns Tivali Waxing, a body hair removal business in Richmond, VA. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a wide range of advisory services tailored to client objectives and permits client-imposed investment restrictions, operating as both an SEC-registered investment adviser and FINRA-member broker-dealer.

Cherie Drew is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. Her career includes roles at Mutual of Omaha Insurance Co and The Prudential Insurance Company of America. She is involved in nonprofit work as a board member of The House Church, Inc., and teaches the use of QuickBooks software to churches through her company, Counting the Cost, LLC, as well as volunteer efforts with Succourer Ministries. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans with offerings that include financial planning, managed account programs, and retirement plan consulting. The firm operates through a platform relationship with Envestnet and employs Pershing as custodian and broker-dealer, delivering managed solutions with options for discretionary authority among advisors, third-party managers, and platforms.

Karrie Southall is a financial advisor at RiverFront Investment Group, LLC with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at RiverFront since 2016, with prior experience at Alps Distributors, Inc. and Wells Fargo Clearing. Outside of her advisory role, she serves on the board of directors for Connor's Heroes, a nonprofit organization. RiverFront Investment Group provides investment management services to individual investors, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a Price Matters® valuation framework combined with tactical asset allocation and risk management, delivering portfolios through wrap-fee programs and Custom Portfolio Solutions.

Cheryl Page is a financial advisor at Davidson Investment Advisors, Inc. She holds CFP®, CFA®, and Series 65 designations and has 25 years of industry experience. Prior to joining Davidson Investment Advisors in 2023, she spent 23 years with Caprin Asset Management, LLC. Davidson Investment Advisors provides discretionary and non-discretionary portfolio management services to individuals and institutions, offering a range of equity and fixed income strategies. The firm employs a centralized investment process that integrates fundamental, quantitative, and qualitative analysis and emphasizes active, long-term management across multiple asset classes.

John Thoma is a financial advisor with Royal Fund Management, LLC in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Royal Fund Management since 2013 and has prior experience with firms including Archer Investment Corporation, Positive Alpha, Inc., Penn Mutual Life Insurance Company, Grove Point Investments, LLC, and Osaic FA, Inc. Outside of advising, he teaches financial education classes through the American Financial Education Alliance. Royal Fund Management serves individual investors, corporations, and retirement plans by providing portfolio management, financial planning, pension consulting, and 401(k) advice. The firm constructs customized portfolios based on documented risk tolerance and employs a variety of investment strategies, offering both discretionary management and held-away advice through third-party platforms.

Shannon Morton is a CFP® professional with one year of experience, currently serving as a financial advisor at Cary Street Partners. Prior to joining Cary Street Partners, Shannon worked at CornerStone Partners for three years and has held roles in various organizations, including Institut Barcelona Estudis Internacionals and Bernard Robinson & Company. Outside of finance, Shannon is a group fitness instructor with the Brooks Family YMCA. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients. The firm manages portfolios using a diverse range of investments and offers specialized services to state and municipal government entities and insurance company clients.

Jane Whittemore is a financial advisor at Capitol Securities Management, Inc. with 35 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Capitol Securities Management since 2014. Capitol Securities Management serves individual, corporate, and charitable clients, providing brokerage and investment advisory services alongside financial planning, pension consulting, insurance products, and educational seminars. The firm manages assets through separately managed accounts, wrap fee programs, third-party money managers, and model portfolios.