Deborah Ward is a financial advisor at Cary Street Partners with six years of industry experience. She holds a Series 66 designation and has worked at Cary Street Partners since 2019. Prior to her career in finance, she operated a business called Debbie's Doll Beds for eight years. Cary Street Partners offers discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individual investors, charitable organizations, corporations, and retirement plans. The firm employs a comprehensive investment approach that incorporates third-party managers and in-house resources across traditional and alternative strategies.

Alfred Acuff, Jr. is a financial advisor at Silvercrest Asset Management Group LLC with 18 years of industry experience. He has worked at Silvercrest since 2014 and has been involved with AMA Investment Counsel, LLC since 2001. Acuff also serves as an investment-related trustee for the Virginia Retirement System. Silvercrest Asset Management Group provides investment management and family-office services to families and select institutional investors, offering a range of proprietary equity and fixed-income strategies combined with outsourced CIO services and quantitative risk analytics.

Steven Henderson is a CFA® charterholder with four years of experience in the financial industry. He currently works at Heritage Wealth Advisors, where he has been since 2022. Prior to that, he spent nine years at Spider Management Co. Heritage Wealth Advisors serves high-net-worth individuals, families, trusts, estates, business entities, non-profits, and retirement plans with portfolio management, financial planning, tax preparation, and retirement-plan advisory services. The firm offers personalized asset allocation models and manages a range of investments, including mutual funds, ETFs, individual equities, fixed income, separately managed accounts, and private investments, while also acting as investment manager and affiliated general partner to multiple private investment funds.

Cassie Mitchell is an associate at Cary Street Partners in Richmond, VA, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining the firm, she worked in various roles across the hospitality and retail sectors. She also works part-time as a waitress at La Petite Auberge. 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 employs a comprehensive approach to portfolio management, utilizing both third-party managers and proprietary strategies across traditional and alternative investments.

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 holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she serves as an executor for her grandfather's estate. Capitol Securities Management serves individual investors, institutional clients, retirement plans, trusts, and small businesses by offering portfolio management, financial planning, and consulting services. The firm operates as both a broker-dealer and registered investment adviser, providing investment advice through discretionary and non-discretionary programs, separately managed accounts, and third-party money managers.

Victoria Bryant is a financial advisor at RiverFront Investment Group, LLC with six years of industry experience. She holds the Series 66 designation and has worked in investment-related roles at RiverFront Investment Group and ALPS Distributors. Prior to her financial services career, she worked at The Collegiate School for six years. RiverFront Investment Group provides discretionary portfolio management and model-based investment solutions primarily to individual investors, trusts, pension and institutional clients, and serves as a sub-adviser to registered investment companies (ETFs). The firm employs a multi-advisor platform and implements strategies that combine strategic and tactical asset allocation with security selection and risk management.

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 work includes roles at Apella Wealth, PBMares Wealth Management LLC, Atlantic Union Bank, and Christopher Newport University. Cary Street Partners serves a diverse client base including individuals, corporations, trusts, and retirement plans, offering portfolio management, financial planning, and access to proprietary investment strategies. The firm integrates AI tools and utilizes affiliated asset managers and third-party sub-advisers to support its investment approach.

Thomas Neuhaus is a financial advisor at Pinnacle Associates, Ltd. with 24 years of industry experience. He holds a Series 63 designation and has worked at Pinnacle Associates since 2023 and Investment Management of Virginia, LLC since 2007. Pinnacle Associates, Ltd. provides discretionary investment management and financial planning services to a diverse client base, including individuals, families, trusts, endowments, foundations, and institutional accounts. The firm employs a fundamental, bottom-up investment approach with a long-term orientation and offers tailored strategies across a broad range of equity and fixed income products.

John Mcauliffe is a financial advisor at Compound Planning, Inc. in Richmond, VA, holding Series 66 and Series 63 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, families, businesses, and retirement plans with discretionary portfolio management, financial planning, institutional plan advisory, and a Turnkey Asset Management Program. The firm employs a customized, risk-based investment approach incorporating fundamental, technical, and modern portfolio theory analysis, utilizing low-cost ETFs, direct indexing, alternative strategies, and third-party sub-advisors.

Herbert Turner III is a financial advisor at Davidson Investment Advisors, Inc. with 18 years of industry experience. He holds the Series 66 designation and previously worked at Caprin Asset Management for eight years before joining Davidson in 2023. Davidson Investment Advisors is an SEC-registered firm that provides discretionary and non-discretionary portfolio management to individuals and institutions. The firm employs a centralized investment team using fundamental, quantitative, and qualitative analysis to manage multi-cap equity, equity income, and fixed income strategies, emphasizing active, long-term management and various tax-related services.

Daniel Caparrelli is a financial advisor with Wells Fargo Advisors and holds Series 63 and Series 66 licenses. He has 11 years of industry experience, including roles at Wells Fargo Clearing and Thurston Springer Financial. He also operates a business under the name HNS Advisors. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, providing a broad range of planning options tailored to clients meeting a net-worth threshold. The firm integrates advisory services with other financial products and referral channels, offering discrete planning engagements supported by proprietary research and tools.

Holly Sharp is a financial advisor at Wealthcare Capital Management LLC with 21 years of industry experience. She holds a Series 66 designation and has worked at LPL Financial, Capitol Securities Management, and Wealthcare Capital Management. Sharp also provides administrative support to an independent investment advisory firm. Wealthcare Capital Management LLC is a multi-team SEC-registered advisor managing approximately $3.03 billion for individual and high-net-worth clients, trusts, retirement plans, foundations, and other entities. The firm offers a range of portfolio management and advisory services and utilizes an evidence-based investment approach supported by proprietary quantitative tools and an Investment Policy Committee.

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 credentials and 13 years of industry experience. She has worked with Mutual of Omaha Insurance Company and The Prudential Insurance Company of America, as well as PRUCO Securities. Outside of her advisory role, she teaches churches how to use QuickBooks through her business, Counting the Cost, and serves on the board of directors for The House Church, Inc., a nonprofit organization. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm operates primarily through a network of Investment Advisor Representatives who recommend model portfolios and third-party managers, offering ongoing financial planning and consulting services.

Karrie Southall is a financial advisor at RiverFront Investment Group, LLC with 27 years of industry experience. She holds Series 63 and Series 65 designations. Southall has been with RiverFront since 2013 and has prior experience at Alps Distributors, Inc. She serves on the board of Connor's Heroes, a nonprofit organization. RiverFront Investment Group provides discretionary portfolio management and model-based investment solutions to individual investors, trusts, pension plans, and institutional clients. The firm operates a multi-advisor platform and employs a “Price Matters” investment approach that integrates strategic and tactical asset allocation with security selection and risk management.

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.