John Thoma is a financial advisor with Royal Fund Management, LLC in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Royal Fund Management since 2013 and has been involved with Archer Investment Corporation, Positive Alpha, Inc., and Penn Mutual Life Insurance Co. He also teaches financial education classes through the American Financial Education Alliance. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and defined contribution plan participants by providing portfolio management, financial planning, pension consulting, and participant account management. The firm employs a range of investment strategies based on fundamental, technical, and cyclical analysis, with regular portfolio monitoring aligned to client risk tolerances.

Shannon Morton is a CFP® and holds a Series 65 license with one year of industry experience. She is currently with Cary Street Partners and previously worked at CornerStone Partners among other roles. Outside of her advisory work, Shannon serves as a group fitness instructor for the Brooks Family YMCA. Cary Street Partners serves a diverse client base including individuals, corporations, and institutional clients, offering both discretionary and non-discretionary portfolio management alongside financial planning and other investment services.

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.

Jonathan Mc Dougald is a financial advisor with United Brokerage Services, Inc. in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at Wells Fargo Clearing, WELLS FARGO Advisors, LLC, and Wells Fargo Bank NA. United Brokerage Services, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm’s approach includes strategic and tactical asset allocation, use of mutual funds and ETFs, individual equity and fixed income selection, and access to managed account programs through Wells Fargo Clearing Services.

Bruce Arnold is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has been with Mutual of Omaha Investor Services and Mutual United of Omaha Insurance Company since 1996. Outside of advising, Arnold operates a sales and marketing consulting business and is involved with the Massanutten Military Academy Alumni Association. 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 offers financial planning, third-party money manager programs, managed accounts, and retirement plan consulting, operating primarily through a network of Investment Advisor Representatives who utilize a range of approved investment strategies and platforms.

David Lyons is a CFA® charterholder with Series 63 and Series 65 licenses and has 29 years of experience in the financial industry. He has worked at Lowe, Brockenbrough & Company, Inc. since 1996. 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. The firm manages approximately $4.3 billion in client assets and offers customized portfolios that blend traditional and non-traditional asset classes using both proprietary strategies and third-party managers.

James Perry is a financial advisor at Keel Point, LLC in Richmond, VA, holding Series 63 and Series 65 licenses with 41 years of industry experience. He has been with Keel Point since 2019 and previously worked at Keel Point Capital, LLC from 2015 to 2018. Keel Point serves individual and institutional clients, including high-net-worth families, family offices, and pension plans. The firm employs a team-driven investment process combining fundamental research and quantitative modeling across multiple program platforms, offering portfolio management, financial planning, family office services, and access to private investment vehicles.

David Brooks is a financial advisor at The London Company of Virginia with six years of industry experience. He holds a Series 65 designation and has worked at The London Company of Virginia since 2019. His prior experience includes positions at Luminex Trading & Analytics LLC and The Boston Company Asset Management LLC. The London Company of Virginia manages approximately $14.9 billion in discretionary assets, serving individual and institutional clients through various investment vehicles. The firm employs a conservative, long-term, bottom-up equity approach driven by proprietary balance-sheet optimization, quantitative screening, and fundamental analysis.

Edward Wetherell is a financial advisor with Capitol Securities Management, Inc. in Leesburg, VA, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has been with Capitol Securities Management since 1992 and is involved as a limited partner providing business advice to a manufacturing firm, Global Polishing Systems, LLC. Wetherell also serves as the executor of an estate, managing its financial and administrative affairs. 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 employs a network of advisers who develop client-specific investment policies using a range of investment instruments.

Thomas Tullidge Jr. is a financial advisor at Cary Street Partners with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cary Street Partners since 2009. Outside of his advisory role, he serves on the boards of several organizations, including Carpenter Co., Universal Corporation, and Westminster Canterbury, and is involved with nonprofit entities such as Goodwill Industries of Central Virginia. 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 offers portfolio management, financial and retirement planning, access to alternative investments, and lending and insurance solutions, utilizing both third-party managers and proprietary strategies.

Paula Megan is a CFP® with 24 years of experience in the financial industry. She has been with Cary Street Partners since 2021 and previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Cary Street Partners provides 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 offers portfolio management, financial and retirement planning, access to alternative investments, and insurance solutions, utilizing both third-party and proprietary strategies.

Thomas Mcknight is a CFA® charterholder and holds a Series 66 license with 12 years of industry experience. He has worked at The London Company of Virginia since 2018 and previously held positions at C&F Bank and Silvercrest Asset Management Group. The London Company of Virginia is an independently owned, SEC-registered investment adviser managing approximately $16 billion in discretionary assets. The firm serves individuals, high net worth clients, pension plans, foundations, charitable organizations, and institutional investors, employing a conservative, bottom-up equity process focused on downside protection.

Kristy Ciaschi is a financial advisor at The London Company of Virginia with 12 years of industry experience. She has held her current position since 2015 and holds the Series 65 and Series 66 licenses. Outside of her advisory role, she manages business filings and finances for two non-investment rental residential property entities. The London Company of Virginia offers discretionary portfolio management services to individual and institutional clients, managing approximately $14.9 billion in assets. The firm employs a conservative, long-term, bottom-up equity investment approach focused on cash return, free cash flow, and downside protection.

Jason Fowler is a financial advisor with Foundations Investment Advisors LLC who holds a Series 66 credential and has six years of industry experience. Prior to joining Foundations, he worked at Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc. He also has experience as a life and health insurance agent focusing on the senior market. Foundations Investment Advisors manages approximately $10.1 billion for nearly 29,615 clients through a network of nearly 300 advisors. The firm serves individuals, trusts, estates, and registered investment companies, providing portfolio management, financial planning, retirement-plan support, and sub-advisory services using model portfolios and third-party sub-advisers.

Christopher Minnigh is a financial advisor with Missionsquare Retirement, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Icma Rc since 2017 and was self-employed for a year prior. Missionsquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans, providing plan administration, recordkeeping, education, and advisory services. The firm’s investment advice and model portfolios are developed by Morningstar Investment Management and delivered through multiple channels within Missionsquare-administered accounts.

Austin Brockenbrough is a financial advisor at Brockenbrough with 46 years of industry experience. He has worked at IA Lowe, Brockenbrough & Company, Inc. since 1970. Outside of advisory work, he holds leadership roles in several non-investment businesses, including serving as chairman of the board for Green Top Sporting Goods and as a director or partner in other local companies. He is also a trustee of the Virginia S. Reynolds Foundation. 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. The firm manages customized portfolios using both proprietary strategies and third-party managers and sponsors multiple affiliated pooled investment vehicles.

Dave Vladimirou is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2023. He collaborates closely with clients and their families to understand their financial goals and develop comprehensive plans focused on long-term growth, protection, and income. He emphasizes regular communication to adjust strategies as clients' lives and priorities evolve. Dave's professional experience includes positions as Financial Consultant at Fidelity Investments from 2016 to 2022, Vice President and Financial Consultant at Charles Schwab & Co., Inc. from 2008 to 2016, and Regional Vice President at Ascensus from 2005 to 2008. Earlier in his career, he served as Financial Consultant at Charles Schwab & Co., Inc. from 2003 to 2005 and as Retirement Plan Consultant at Mission Square from 1994 to 2003. Outside of his professional work, Dave enjoys cooking and baking, fishing, hiking, kayaking, and outdoor adventures.

Richard Landi is a financial advisor at Capitol Securities Management, Inc. with 41 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Capitol Securities since 2019, following a six-year tenure at Cabot Lodge. Landi also serves as trustee for a family trust established by his late mother. Capitol Securities Management serves individuals, including high-net-worth clients, corporate and charitable clients, trustees, and plan sponsors, offering brokerage and investment advisory services along with comprehensive financial planning and pension consulting. The firm employs a range of investment strategies through separately managed accounts, wrap fee programs, and third-party managers.

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 financial advisor with Gradient Advisors, LLC and holds a Series 65 designation. He has 10 years of industry experience and has worked at Gradient Advisors since 2016 and Walton Wealth Management Inc. since 2018, where he serves as president. Outside of his advisory work, he is involved in retirement planning, tax planning, and insurance sales through his own business. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a broad range of clients including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. The firm supports a network of 169 advisors across 154 offices and manages approximately $218.6 million in regulatory assets under management.