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 at Thurston Springer Advisors with 11 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Thurston Springer Advisors serves a diverse client base including individuals, corporations, retirement plans, and foundations. The firm provides financial planning, portfolio management, and fiduciary services through a variety of discretionary and non-discretionary investment strategies ranging from buy-and-hold to active Tactical Momentum approaches.

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 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 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 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.

Benjamin Gurley is a financial advisor at Waverly Advisors, LLC with 10 years of industry experience. He holds the CFP® designation and securities licenses Series 65 and Series 63. Prior to joining Waverly Advisors, he worked at Purshe Kaplan Sterling Investments and Heartwood Wealth Advisors LLC, where he served as a director and owner. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individual and high net worth clients, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-markets allocations, offering both discretionary and non-discretionary portfolio management alongside financial planning and multi-family office services.