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.

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.

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 Series 66-registered financial advisor with 27 years of industry experience. He has been with StoneX Advisors Inc. since 2011. Outside of his advisory role, he is a member of BCES, LLC, an entity that manages office space and shared expenses. StoneX Advisors Inc. serves individuals—including high-net-worth clients—corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and consulting services. The firm employs a combination of independent advisors and an in-house Private Client Group, utilizing multiple account structures and model-based solutions to implement investment strategies.

Michael Joyce is a CFP® and holds a Series 65 license with 33 years of industry experience. He is currently with CW Advisors, LLC since 2024, following a 31-year tenure at Agili, P.C. Joyce serves as Vice President of the Board and Chair of the Development Committee for the NAPFA Foundation, a 501(c)(3) charitable organization. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and other business entities. The firm employs a core-and-satellite investment approach that integrates active, passive, quantitative, and ESG strategies, utilizing third-party money managers alongside internally managed risk-managed strategies.

Norman Marshall is a financial advisor with Capitol Securities Management, Inc. in Glen Allen, VA, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Capitol Securities Management since 2011. Capitol Securities Management serves individual, corporate, and charitable clients, providing brokerage and investment advisory services along with financial planning, pension consulting, insurance products, and educational seminars. The firm manages assets through various account structures and employs a range of investment instruments, with advice delivered by a large network of investment adviser representatives.

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 a Series 66 designation and has been with RiverFront in various capacities since 2016. He also has a background working with ALPS Distributors, Inc. in a marketing and sales role for RiverFront funds. RiverFront Investment Group provides discretionary portfolio management and model-based investment solutions to individual investors, trusts, pension and institutional clients, and serves as a sub-adviser to registered investment companies. The firm employs a multi-advisor platform and combines strategic and tactical asset allocation with security selection and risk management under its “Price Matters” framework.

Bethany Scott is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 credentials and having 14 years of industry experience. She has been with Mutual of Omaha Investor Services since 2011 and Mutual of Omaha since 2009. Outside of her advisory role, she is involved in real estate as a licensed agent and manages home remodeling projects through her own company, Brock's Custom Builders LLC. 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, offering financial planning, third-party money manager programs, and retirement plan consulting through a network of Investment Advisor Representatives.

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 at HBW Advisory Services LLC with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Silver Oak Securities, Inc. and Cetera Wealth Services, LLC. HBW Advisory Services manages approximately $1.75 billion in client assets and serves individuals, families, charitable organizations, businesses, and retirement plans. The firm employs a blended investment approach using third-party money managers and model portfolios, offering discretionary and non-discretionary asset management alongside sub-advisory and retirement plan 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 at Cary Street Partners with 21 years of industry experience. He has been with Cary Street Partners since 2009 and holds Series 63 and Series 65 licenses. He serves as a board member of the Washington County Public Library in Abingdon, VA, where he participates on the finance committee and the foundation board. 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 uses a consultative approach to tailor investment programs and offers a range of portfolio management strategies, including proprietary products managed by its affiliated asset manager.

Kevin Nicholson is a CFA® charterholder with 34 years of industry experience, currently serving at RiverFront Investment Group, LLC. He has held various roles within RiverFront since 2016 and was previously associated with Alps Distributors, Inc. Outside of his advisory duties, Nicholson is engaged in several governance roles, including serving on the investment committees of the Virginia Foundation of Public Media and Richmond Retirement Systems, as well as chairing the investment committee for Northern Neck Insurance Company. He is also a member of the board of directors for the Virginia Museum of Fine Arts Foundation. 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, implementing strategies that combine strategic and tactical asset allocation with security selection and risk management under its “Price Matters” framework.

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 29 years of industry experience. He has been with Dakota Wealth, LLC since 2022 and previously spent 28 years at Pineno & Levin Asset Management Inc. Outside of his advisory role, he serves as an advisor and shareholder for Tranzon Key, a real estate auction business. Dakota Wealth Management provides comprehensive wealth management and investment advisory services to individuals, trusts, retirement plans, foundations, and various institutional clients. The firm offers customized portfolios using diversified asset allocations and employs a combination of fundamental, technical, cyclical, and charting analysis in its research process.