Daniel Peimer is a financial advisor at Davidson Investment Advisors, Inc. with 20 years of industry experience. He holds the Series 66 designation and has previously worked at Caprin Asset Management and Capitol Securities. Davidson Investment Advisors is an SEC-registered firm offering discretionary and non-discretionary portfolio management services to individuals and institutions. The firm uses a centralized investment team approach that integrates fundamental, quantitative, and qualitative analysis across equity and fixed income strategies, emphasizing active, long-term management with tax-aware services.

Kevin Mautte is a CFP® professional at RFG Advisory, LLC with 17 years of industry experience. His prior roles include positions at Wealthcare Advisory Partners, LPL Financial, Colonial River Investments, and Ameriprise Financial Services. He is also involved as an agent with Financial Independence Group, Inc., focusing on variable insurance investments. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for more than 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a mix of actively managed and passive strategies, direct indexing, and tax-aware approaches, and serves both individual and institutional clients, including acting as a sub-adviser to the Bluemonte family of ETFs.

Peyton Studebaker is a financial advisor at Davidson Investment Advisors, Inc. with 21 years of industry experience. He holds a Series 65 designation and previously spent 20 years at Caprin Asset Management, Llc. Davidson Investment Advisors is an SEC-registered firm serving individuals and institutions with discretionary and non-discretionary portfolio management. The firm employs a centralized investment process combining fundamental, quantitative, and qualitative analysis across multiple fixed income and equity strategies, emphasizing active, long-term management and tax-related services.

Kyle Matthews is a CFA® charterholder with 14 years of experience in the financial services industry. He is currently an advisor at OnePoint BFG Wealth Partners and has previously worked at firms including Northwestern Mutual, Citi, Oppenheimer and Co, and Alger. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs a combination of proprietary investment models, third-party managers, and custodian-sponsored programs, with most client assets managed on a discretionary basis.

Francis Pineno is a CFA® charterholder with 29 years of industry experience. He has been with Dakota Wealth, LLC since 2022 and previously worked for 28 years at Pineno & Levin Asset Management, Inc. Dakota Wealth Management provides investment advisory and wealth management services to individuals, trusts, retirement plans, foundations, charitable organizations, business enterprises, pooled investment vehicles, and registered investment companies. The firm constructs customized portfolios using diversified allocations and employs a combination of fundamental, technical, cyclical, and charting analysis, offering a range of services including discretionary and non-discretionary management, financial planning, and retirement plan advisory.

Matthew Williams is a CFP® professional with 13 years of experience in financial advising. He has worked at Valeo Financial Advisors, LLC since 2020 and previously at Acima Private Wealth LLC from 2016 to 2020. Valeo Financial Advisors provides comprehensive financial planning and investment management to individuals, families, and institutional clients. The firm employs a strategic asset-allocation framework with tactical adjustments and offers services ranging from model portfolios to pro-bono planning for nonprofits.

Hugh Brown is a financial advisor at Cary Street Partners with a Series 65 designation and one year of industry experience. Prior to joining Cary Street Partners, he worked in legal roles at Gentry Locke Rakes & Moore, LLP and Mayer Brown LLP. 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 and third-party managers. The firm incorporates client-specific investment objectives and risk tolerance into portfolio construction and utilizes AI tools alongside human oversight in its investment process.

Nicholas Bertozzi is a financial advisor at Choreo, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cherry Bekaert Wealth Management and SBK Financial, Inc. since 2013. Choreo provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, foundations, retirement plans, charitable organizations, and corporate clients. The firm’s investment approach emphasizes strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Tara Collins is a CFP® professional with 18 years of experience at Silvercrest Asset Management Group LLC in Richmond, VA. She has been with Silvercrest since 2008. Silvercrest Asset Management Group LLC provides investment management and family-office services to families and select institutional investors, including endowments and foundations. The firm offers a range of proprietary equity and fixed-income strategies combined with outsourced CIO, due diligence, and quantitative risk analytics, tailoring investment solutions to individual client portfolios.

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.

George Crawford is a financial advisor with Sequent Planning, LLC, holding Series 63 and Series 65 credentials and having 15 years of industry experience. He has worked at several firms including MassMutual and Guardian Life Benefits. Outside of Sequent Planning, he is the owner and principal of Person Centered Financial, LLC, where he offers insurance products and services. Sequent Planning, LLC (operating as Futurity First Wealth Management) serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits with asset management, financial planning, and retirement services. The firm employs a multi-team model leveraging both firm-developed and third-party strategies within a structured risk framework.

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.