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.

Kristy Ciaschi is a financial advisor at The London Company of Virginia with 13 years of industry experience. She has worked at The London Company of Virginia since 2015 and previously spent three years at Davenport & Company LLC. The London Company of Virginia provides discretionary portfolio management to individual and institutional clients through various investment vehicles, managing approximately $14.9 billion in assets with a team of around 30 professionals. The firm employs a conservative, long-term, bottom-up equity approach focused on balance-sheet optimization, quantitative screening, and fundamental analysis.

Jason Fowler is a Series 66 licensed financial advisor at Foundations Investment Advisors LLC with six years of industry experience. He previously worked at Bankers Life Securities, Inc. and Henrico County Public Schools. In addition to his advisory role, he serves as an agent for Bankers Life & Casualty, focusing on life and health insurance products for the senior market. Foundations Investment Advisors provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, model portfolios, and third-party sub-advisers to tailor investment strategies.

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.

Daniel Murphy is a financial advisor at Savvy with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Claris Financial, LLC, LPL Financial, and Triad Advisors, Inc. He is also the owner of DFM Financial, an entity used to manage revenue and expenses related to his advisory activities. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized, primarily index-based investment strategies alongside active equity portfolios and tax-aware direct indexing, utilizing third-party sub-advisers and technology platforms to support portfolio management and tax optimization.

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 13 years of industry experience, currently serving at Cary Street Partners since 2026. Prior to this, he worked for 11 years at Stony Point Wealth Management LLC. Cary Street Partners serves a diverse client base, including individuals, corporations, trusts, and institutional clients, offering services such as portfolio management, financial planning, and retirement plan fiduciary services. The firm utilizes proprietary strategies, sub-advisers, and AI tools to support investment decisions.