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 23 years of industry experience. He has worked at Royal Fund Management since 2013 and has prior experience with firms including Archer Investment Corporation, Positive Alpha, Inc., Penn Mutual Life Insurance Company, Grove Point Investments, LLC, and Osaic FA, Inc. Outside of advising, he teaches financial education classes through the American Financial Education Alliance. Royal Fund Management serves individual investors, corporations, and retirement plans by providing portfolio management, financial planning, pension consulting, and 401(k) advice. The firm constructs customized portfolios based on documented risk tolerance and employs a variety of investment strategies, offering both discretionary management and held-away advice through third-party platforms.

Shannon Morton is a CFP® professional with one year of experience, currently serving as a financial advisor at Cary Street Partners. Prior to joining Cary Street Partners, Shannon worked at CornerStone Partners for three years and has held roles in various organizations, including Institut Barcelona Estudis Internacionals and Bernard Robinson & Company. Outside of finance, Shannon is a group fitness instructor with the Brooks Family YMCA. 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 manages portfolios using a diverse range of investments and offers specialized services to state and municipal government entities and insurance company clients.

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 27 years of industry experience. He holds Series 63 and Series 65 designations and has been with Cary Street Partners since 2009. Tullidge serves as a director and minority shareholder in several family-owned and corporate entities, including roles on the boards of Universal Corporation and Carpenter Company. He is also involved with nonprofit organizations such as Goodwill Industries of Central Virginia and Westminster Canterbury Corporation. 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 offers a broad investment menu and proprietary strategies, serving a diverse client base that includes state and municipal government entities and insurance companies.

Paula Megan is a CFP® and Series 66-registered financial advisor with 24 years of industry experience. She currently works at Cary Street Partners, where she has been since 2021. Her prior experience includes roles at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services, Morgan Stanley, and several other financial firms. 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 offers a broad range of investment options and proprietary strategies through its affiliated asset manager, serving both traditional and institutional clients such as state and municipal government entities and insurance companies.

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 CFP® professional with 11 years of industry experience currently at Waverly Advisors, LLC. His prior roles include positions at Purshe Kaplan Sterling Investments and Heartwood Wealth Advisors, where he also served as director and owner. Gurley holds Series 63 and Series 65 licenses and has experience in the sale of fixed/traditional insurance products. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individual clients, retirement plans, and pooled vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and offers financial planning, retirement consulting, and multi-family office services.

Kristy Ciaschi is a financial advisor at The London Company of Virginia with 13 years of industry experience. She holds Series 65 and Series 66 designations and has worked at The London Company of Virginia since 2015, following a prior role at Davenport & Company LLC. The London Company of Virginia provides discretionary portfolio management to individual and institutional clients, managing approximately $14.9 billion in assets. The firm employs a conservative, long-term, bottom-up equity approach supported by proprietary models, quantitative screening, and fundamental analysis.

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.