William Claiborne is a CFA® charterholder with over 32 years of industry experience. He has been with Brockenbrough since 1993 and holds Series 63 and Series 65 licenses. Claiborne serves on the board and finance committee of Hollywood Cemetery Company, a nonprofit cemetery organization in Richmond, VA. Brockenbrough provides discretionary and non-discretionary investment management and OCIO services to high-net-worth individuals, trusts, foundations, endowments, and institutional clients. The firm manages approximately $4.3 billion in assets and offers customized portfolios that integrate traditional and non-traditional asset classes through proprietary strategies and third-party managers.

Bradley Brown is a CFP®, CFA®, and holds a Series 66 license with 27 years of industry experience. He has worked at Stonex Advisors Inc. since 2011, following prior roles at Anderson & Strudwick, Incorporated and A&S Capital Advisors, Inc. He is a member of BCES, LLC, where he manages office space and expense sharing. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, ERISA plan consulting, and related services. The firm employs a combination of independent advisors and an in-house Private Client Group, utilizing proprietary models and third-party managers across various platforms.

Michael Joyce is a CFP® with 33 years of experience in financial advising. He is currently with CW Advisors, LLC and previously spent 31 years at Agili, P.C. He serves as Vice President of the Board and Chair of the Development Committee for the NAPFA Foundation, a nonprofit organization. CW Advisors, LLC is a multi-team advisory firm offering investment management, comprehensive wealth management, and family office services to a diverse client base that includes individuals, trusts, estates, charitable organizations, and business entities. The firm uses a Core-and-Satellite investment approach combining active, passive, quantitative, and ESG-oriented strategies.

Norman Marshall is a financial advisor at Capitol Securities Management, Inc. with 46 years of industry experience. He holds Series 63 and Series 65 designations and has been with Capitol Securities Management since 2011. His prior work includes managing rental properties from 2018 to 2020. Capitol Securities Management serves individual investors, institutional and corporate clients, retirement plans, trusts, and small businesses. The firm offers portfolio management, comprehensive financial planning, consulting, and wrap fee programs, operating as both a broker-dealer and registered investment adviser.

Michael Cross is a financial advisor with Capitol Securities Management, Inc. in Charlottesville, VA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Capitol Securities Management since 2011. Outside of his advisory role, he is actively involved in lacrosse as an official, clinician, and conference assigner for men's lacrosse games. 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 programs and employs a network of investment adviser representatives who develop client-specific investment policies and manage accounts using a range of investment instruments.

William Nease is a financial advisor with Capitol Securities Management, Inc. in Martinsville, VA, holding a Series 63 designation and bringing 44 years of industry experience. He has been with Capitol Securities Management since 2010. Outside of his advisory role, he is the owner of Nease Holding Co. LLC, a business entity handling operational and administrative functions. Capitol Securities Management serves individuals, including high-net-worth clients, as well as corporate, charitable, trustee, and plan sponsor clients. The firm offers brokerage and investment advisory services alongside financial planning, pension consulting, insurance products, and educational seminars, utilizing a range of investment vehicles and third-party managers.

Jonathan Moody is a CFA® charterholder with 22 years of industry experience and has been with The London Company of Virginia since 2002. He holds Series 63 and Series 66 licenses and is based in Richmond, VA. Moody's career has been focused entirely at The London Company of Virginia. The London Company of Virginia is an independently owned, SEC-registered investment adviser managing approximately $16.0 billion in discretionary assets for individuals, high net worth clients, pension plans, foundations, charitable organizations, and other institutional investors. The firm employs a conservative, bottom-up equity process emphasizing downside protection through quantitative screening, fundamental analysis, and risk-controlled sell discipline, offering a range of concentrated and international equity strategies.

Bradford Williams is a financial advisor at RiverFront Investment Group, LLC with 11 years of industry experience. He holds the Series 66 designation and has worked extensively within RiverFront and its affiliated entities, including ALPS Distributors. RiverFront Investment Group provides investment management services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a Price Matters® valuation framework combined with tactical asset allocation and security selection across global markets, delivering customized portfolio solutions through various model and separately managed account platforms.

Bethany Scott is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and having 15 years of industry experience. She has been with Mutual of Omaha Investor Services since 2011 and Mutual of Omaha since 2009. In addition to her advisory role, she manages a home remodeling business, Brock's Custom Builders LLC. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, third-party money manager relationships, and managed account programs. The firm delivers managed solutions primarily through Envestnet and acts as a conduit to third-party managers, operating alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Katherine Hallberg is a Series 66 licensed financial advisor with 18 years of industry experience. She has been with Capitol Securities Management, Inc. in Richmond, VA since 2010. Capitol Securities Management serves individual, corporate, charitable, trustee, and plan sponsor clients by offering brokerage and investment advisory services alongside financial planning, pension consulting, insurance products, and educational seminars. The firm manages assets through various strategies including separately managed accounts, wrap fee programs, and third-party money managers.

Jesse Wade III is a financial advisor at Capitol Securities Management, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Capitol Securities since 2011. In addition to his advisory role, he is a financial representative involved in life insurance sales and serves on the boards of several local organizations, including Alliance Bee and the West Piedmont Workforce Development Board. Capitol Securities Management serves individual, corporate, charitable, trustee, and plan sponsor clients, offering brokerage and investment advisory services along with financial planning, pension consulting, insurance products, and educational seminars. The firm manages assets through various programs and employs a range of investment instruments tailored to client-specific policies.

William Korn is a financial advisor with Capitol Securities Management, Inc. in Sarasota, FL, holding Series 63 and Series 65 credentials and 48 years of industry experience. He has been with Capitol Securities Management since 1989 and with Heritage Financial Group since 1983. Outside of his advisory work, he serves as Interim Chairman of the Board and Treasurer for Grow Mongolia Inc., an organization focused on transforming the Mongolian people into a Christ-centered nation. Capitol Securities Management serves individuals, including high-net-worth clients, as well as corporate and charitable clients, trustees, and plan sponsors. The firm offers brokerage and investment advisory services alongside comprehensive financial planning and pension consulting, managing assets through separately managed accounts, wrap fee programs, third-party money managers, and model portfolios.

Alexander Peets is a financial advisor with HBW Advisory Services LLC in Richmond, VA, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has worked at HBW Advisory Services since 2017 and has additional experience with Silver Oak Securities and Cetera Wealth Services. Peets is also associated with Stepwise Financial, where he operates as an independent financial professional. HBW Advisory Services manages approximately $1.75 billion in client assets, providing asset management, financial planning, and consulting services to a diverse client base including individuals, families, charitable organizations, and businesses. The firm uses a blended investment approach with third-party money managers and emphasizes institutional and intermediary roles alongside retail services.

Thomas Moore is a CFA® charterholder with nine years of industry experience. He has been with Silvercrest Asset Management Group LLC since 2017 and previously worked at Alliance Bernstein from 2015 to 2017. Silvercrest Asset Management Group LLC provides investment management and family-office services to families and select institutional investors, offering both discretionary and non-discretionary portfolio management alongside services such as bill paying, tax planning, and consolidated reporting. The firm manages a broad range of proprietary equity and fixed-income strategies and utilizes a combination of bottom-up security selection and manager allocation tailored to individual client portfolios.

Michael Mccool is a financial advisor with Cary Street Partners in Richmond, VA, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. He has worked at Cary Street Partners since 2009 and previously at Banc of America Investment Services and BI Investments. Mccool serves as a board member of the Washington County Public Library in Abingdon, VA, participating on its finance committee in a volunteer capacity. 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 uses a broad range of investment options and proprietary strategies, and it serves specialized institutional niches such as state and municipal government entities and insurance companies.

Kevin Nicholson is a CFA® charterholder with 34 years of industry experience. He is currently with RiverFront Investment Group, LLC, where he has worked in various roles since 2016. Prior to that, he spent 11 years at Wells Fargo Clearing and 16 years at Alps Distributors, Inc. Nicholson serves on several investment committees, including the Virginia Foundation of Public Media and Richmond Retirement Systems, and holds board positions with Northern Neck Insurance Company and the Virginia Museum of Fine Arts Foundation. 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, offering customized portfolio solutions delivered through multiple platforms.

Stephen Goddard, Jr. is a financial advisor at The London Company of Virginia with a Series 65 designation and three years of industry experience. Prior to joining The London Company in 2020, he worked at Bloomberg Government and held positions related to government and political campaigns. The London Company of Virginia manages approximately $14.9 billion in discretionary assets for individual and institutional clients. The firm employs a conservative, long-term, bottom-up equity strategy focused on cash return on tangible capital, free cash flow, and downside protection.

Jeffrey Levin is a CFA® charterholder with 30 years of industry experience. He has worked at Pineno & Levin Asset Management Inc. for 28 years before joining Dakota Wealth, LLC, where he has been since 2022. Outside of his advisory role, he is an advisor and shareholder of Tranzon Key, a real estate auction business. Dakota Wealth, LLC serves a diverse client base including individuals, trusts, foundations, retirement plans, charitable organizations, and business enterprises. The firm offers customized wealth management and investment solutions, emphasizing long-term portfolios and ongoing due diligence across various asset classes, and is notable for its active management of private funds and advisory roles to registered investment companies.

Jeffrey Fortune is a Financial Consultant currently working at Fidelity Investments since 2024. He has over two decades of experience in the financial services industry, including a long tenure as a Financial Consultant at Charles Schwab from 1999 to 2023 and a position as Vice President of Private Wealth at DP-Grow, LLC from 2023 to 2024. As a Certified Financial Planner, Jeffrey focuses on creating holistic financial plans and providing strategic recommendations to help clients achieve their financial goals. His professional approach emphasizes client accountability and satisfaction. Outside of his professional work, Jeffrey has personal interests that include fitness, social events with friends, golf, hiking, scuba diving, and traveling.

Kevin Mitchell is a financial advisor with Cary Street Partners in Richmond, VA, holding a Series 66 designation and 18 years of industry experience. He has been with Cary Street Partners since 2009. 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 uses a broad range of investment options and proprietary strategies, serving a diverse client base including state and municipal government entities and insurance companies.