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.

Kristy Ciaschi is a financial advisor at The London Company of Virginia with 12 years of industry experience. She has held her current position since 2015 and holds the Series 65 and Series 66 licenses. Outside of her advisory role, she manages business filings and finances for two non-investment rental residential property entities. The London Company of Virginia offers discretionary portfolio management services to individual and institutional clients, managing approximately $14.9 billion in assets. The firm employs a conservative, long-term, bottom-up equity investment approach focused on cash return, free cash flow, and downside protection.

Jason Fowler is a financial advisor with Foundations Investment Advisors LLC who holds a Series 66 credential and has six years of industry experience. Prior to joining Foundations, he worked at Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc. He also has experience as a life and health insurance agent focusing on the senior market. Foundations Investment Advisors manages approximately $10.1 billion for nearly 29,615 clients through a network of nearly 300 advisors. The firm serves individuals, trusts, estates, and registered investment companies, providing portfolio management, financial planning, retirement-plan support, and sub-advisory services using model portfolios and third-party sub-advisers.

Christopher Minnigh is a financial advisor with Missionsquare Retirement, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Icma Rc since 2017 and was self-employed for a year prior. Missionsquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans, providing plan administration, recordkeeping, education, and advisory services. The firm’s investment advice and model portfolios are developed by Morningstar Investment Management and delivered through multiple channels within Missionsquare-administered accounts.

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 financial advisor with Gradient Advisors, LLC and holds a Series 65 designation. He has 10 years of industry experience and has worked at Gradient Advisors since 2016 and Walton Wealth Management Inc. since 2018, where he serves as president. Outside of his advisory work, he is involved in retirement planning, tax planning, and insurance sales through his own business. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a broad range of clients including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. The firm supports a network of 169 advisors across 154 offices and manages approximately $218.6 million in regulatory assets under management.

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.

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.