Ryan Gibbs is a financial advisor at Savvy with 20 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Claris Financial, Triad Advisors, and New York Life. In addition to his advisory role, he is involved in insurance and annuity sales with multiple carriers. Savvy provides investment and financial planning services to individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized, primarily index-based long-term investment strategies alongside active equity portfolios and integrates third-party fintech tools and specialized sub-adviser strategies.

Anthony De Trane is a financial advisor at Cary Street Partners in Richmond, VA, holding Series 63 and Series 65 licenses with one year of industry experience. His prior work includes roles at Apella Wealth, PBMares Wealth Management LLC, Atlantic Union Bank, and Christopher Newport University. 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. The firm integrates AI tools and utilizes affiliated asset managers and third-party sub-advisers to support its investment approach.

Thomas Neuhaus is a financial advisor at Pinnacle Associates, Ltd. with 24 years of industry experience. He holds a Series 63 designation and has worked at Pinnacle Associates since 2023 and Investment Management of Virginia, LLC since 2007. Pinnacle Associates, Ltd. provides discretionary investment management and financial planning services to a diverse client base, including individuals, families, trusts, endowments, foundations, and institutional accounts. The firm employs a fundamental, bottom-up investment approach with a long-term orientation and offers tailored strategies across a broad range of equity and fixed income products.

John Mcauliffe is a financial advisor at Compound Planning, Inc. in Richmond, VA, holding Series 66 and Series 63 licenses with five years of industry experience. His prior roles include positions at Royal Alliance, Mercer Global Advisor, Raffa Wealth Management, and Clarion Wealth Management Partners. Compound Planning serves individuals, families, businesses, and retirement plans with discretionary portfolio management, financial planning, institutional plan advisory, and a Turnkey Asset Management Program. The firm employs a customized, risk-based investment approach incorporating fundamental, technical, and modern portfolio theory analysis, utilizing low-cost ETFs, direct indexing, alternative strategies, and third-party sub-advisors.

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 with Wells Fargo Advisors and holds Series 63 and Series 66 licenses. He has 11 years of industry experience, including roles at Wells Fargo Clearing and Thurston Springer Financial. He also operates a business under the name HNS Advisors. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, providing a broad range of planning options tailored to clients meeting a net-worth threshold. The firm integrates advisory services with other financial products and referral channels, offering discrete planning engagements supported by proprietary research and tools.

Holly Sharp is a financial advisor at Wealthcare Capital Management LLC with 21 years of industry experience. She holds a Series 66 designation and has worked at LPL Financial, Capitol Securities Management, and Wealthcare Capital Management. Sharp also provides administrative support to an independent investment advisory firm. Wealthcare Capital Management LLC is a multi-team SEC-registered advisor managing approximately $3.03 billion for individual and high-net-worth clients, trusts, retirement plans, foundations, and other entities. The firm offers a range of portfolio management and advisory services and utilizes an evidence-based investment approach supported by proprietary quantitative tools and an Investment Policy Committee.

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 credentials and 13 years of industry experience. She has worked with Mutual of Omaha Insurance Company and The Prudential Insurance Company of America, as well as PRUCO Securities. Outside of her advisory role, she teaches churches how to use QuickBooks through her business, Counting the Cost, and serves on the board of directors for The House Church, Inc., a nonprofit organization. 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 operates primarily through a network of Investment Advisor Representatives who recommend model portfolios and third-party managers, offering ongoing financial planning and consulting services.

Karrie Southall is a financial advisor at RiverFront Investment Group, LLC with 27 years of industry experience. She holds Series 63 and Series 65 designations. Southall has been with RiverFront since 2013 and has prior experience at Alps Distributors, Inc. She serves on the board of Connor's Heroes, a nonprofit organization. RiverFront Investment Group provides discretionary portfolio management and model-based investment solutions to individual investors, trusts, pension plans, and institutional clients. The firm operates a multi-advisor platform and employs a “Price Matters” investment approach that integrates strategic and tactical asset allocation with security selection and risk management.

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 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.