Jonathan Mc Dougald is a financial advisor with United Brokerage Services, Inc., holding Series 63 and Series 65 licenses and having 13 years of industry experience. He previously worked at Wells Fargo Clearing 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 investment approach includes strategic and tactical asset allocation, use of mutual funds, ETFs, individual securities, third-party research, and model portfolios, with an emphasis on non-discretionary advice through wrap and unified managed account programs.

Bruce Arnold is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Mutual of Omaha since 1996. Outside of his advisory role, Arnold operates a sales and marketing consulting business and serves on the Massanutten Military Academy Alumni Association. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans through managed account programs and third-party money manager relationships. The firm primarily delivers these solutions via a platform relationship with Envestnet and utilizes Pershing as custodian and broker-dealer.

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 with 41 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Keel Point since 2019, following three years at Keel Point Capital, LLC. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion and serving individuals, institutional investors, retirement plan sponsors, and corporations. The firm employs a team-based approach combining fundamental and quantitative analysis to provide portfolio management, financial planning, and corporate retirement consulting across various asset classes.

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 27 years of industry experience. He holds Series 63 and Series 65 designations and has been with Cary Street Partners since 2009. Tullidge serves as a director and minority shareholder in several family-owned and corporate entities, including roles on the boards of Universal Corporation and Carpenter Company. He is also involved with nonprofit organizations such as Goodwill Industries of Central Virginia and Westminster Canterbury Corporation. 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 offers a broad investment menu and proprietary strategies, serving a diverse client base that includes state and municipal government entities and insurance companies.

Paula Megan is a CFP® and Series 66-registered financial advisor with 24 years of industry experience. She currently works at Cary Street Partners, where she has been since 2021. Her prior experience includes roles at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services, Morgan Stanley, and several other financial firms. 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 offers a broad range of investment options and proprietary strategies through its affiliated asset manager, serving both traditional and institutional clients such as state and municipal government entities and insurance companies.

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.

Benjamin Gurley is a CFP® professional with 11 years of industry experience currently at Waverly Advisors, LLC. His prior roles include positions at Purshe Kaplan Sterling Investments and Heartwood Wealth Advisors, where he also served as director and owner. Gurley holds Series 63 and Series 65 licenses and has experience in the sale of fixed/traditional insurance products. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individual clients, retirement plans, and pooled vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and offers financial planning, retirement consulting, and multi-family office services.

Kristy Ciaschi is a financial advisor at The London Company of Virginia with 13 years of industry experience. She holds Series 65 and Series 66 designations and has worked at The London Company of Virginia since 2015, following a prior role at Davenport & Company LLC. The London Company of Virginia provides discretionary portfolio management to individual and institutional clients, managing approximately $14.9 billion in assets. The firm employs a conservative, long-term, bottom-up equity approach supported by proprietary models, quantitative screening, and fundamental analysis.

Christopher Minnigh is a financial advisor at MissionSquare Retirement with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with MissionSquare since 2017. Prior to that, he was self-employed for one year. MissionSquare Retirement serves state and local government employers, employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and advisory services through its Guided Pathways program, which utilizes investment advice and model portfolios developed by Morningstar Investment Management.

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 Series 65-licensed financial advisor with Gradient Advisors, LLC and Walton Wealth Management Inc., bringing 10 years of industry experience. He has held roles at Gradient Advisors since 2016 and founded Walton Wealth Management in 2018, where he serves as President focusing on retirement planning, tax planning, and insurance sales. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, and charitable organizations. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, using a non-discretionary model with tools such as the Color of Money Risk Analysis to guide investment decisions.

Sarah Simmer is a CFP® and Series 65-registered advisor at Heritage Wealth Advisors in Richmond, VA, with six years of industry experience. She has worked at Heritage Wealth Advisors since 2019 and previously spent seven years at PricewaterhouseCoopers. 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 tailored to clients’ time horizons, risk tolerance, and cash-flow needs, utilizing a range of investment vehicles and quarterly portfolio reviews by an Investment Policy Committee. Heritage also serves as an affiliated private fund adviser and operator, managing multiple private funds and offering bill-paying and estimated tax payment services.

Wesley Kaufman is a CFP® with 31 years of industry experience, currently serving at Waverly Advisors, LLC since 2026. Prior to joining Waverly, he worked at Heartwood Wealth Advisors LLC for seven years and Wells Fargo Advisors for six years. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private-markets allocations and offers a range of financial planning and multi-family office services.

Tyler Napier is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Cary Street Partners. He previously worked at Stony Point Wealth Management LLC for 11 years and Ameriprise for 3 years. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to a diverse client base that includes individuals, retirement plans, trusts, corporations, and institutional clients. The firm constructs portfolios using a broad range of investment options and offers specialized services such as ERISA retirement plan support and proprietary strategies through its affiliated asset management company.