Thomas Mullins is a financial advisor with Dakota Wealth, LLC, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His prior roles include positions at Fonville Wealth Management LLC (dba Covenant Wealth Advisors), Funds Distributor, LLC, and Thompson, Siegel & Walmsley LLC. Dakota Wealth, LLC serves a diverse clientele including high net worth individuals, trusts, foundations, retirement plans, charitable organizations, and business enterprises. The firm offers wealth management, investment management, financial planning, and retirement plan advisory services, building customized, primarily long-term portfolios using a range of investment vehicles and emphasizing ongoing oversight and due diligence.

George Mcvey Jr. is a financial advisor at Pinnacle Associates, Ltd. with 26 years of industry experience. He holds the Series 63 and Series 65 credentials. Prior to joining Pinnacle Associates in 2023, he worked at Investment Management Of Virginia, LLC from 2000 to 2023. Pinnacle Associates offers discretionary investment management and financial planning to a diverse client base including individuals, families, trusts, corporations, and charitable organizations. The firm employs a fundamental, valuation-sensitive investment approach focused on individual equities and also serves as a sub-adviser and model manager to other financial advisers and third-party platforms.

Mason Butcher is a financial advisor at Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company in 2025, he was not employed in the financial advisory field. Mutual of Omaha Investor Services, Inc. offers advisory services to individuals, corporations, and qualified retirement plans, providing financial planning, managed account programs, and retirement plan consulting. The firm operates through its platform relationships with Envestnet and Pershing and offers a range of third-party and in-house managed solutions.

Jessica Wilson is a CFA® charterholder with seven years of experience at The London Company of Virginia. She previously worked at Bank of America Merrill Lynch and held multiple roles at the University of Richmond. Outside of finance, she has been involved with L'Alouette by Christian and Buoys on Main. The London Company of Virginia is an independently owned investment adviser managing approximately $16 billion in discretionary assets. The firm serves individuals, high net worth clients, pension plans, foundations, and institutional investors with a conservative, bottom-up equity approach focused on downside protection and risk management.

Philip Sessoms Jr. is a ChFC® credentialed financial advisor with nine years of industry experience, currently affiliated with Mutual of Omaha Investor Services, Inc. He has been with Mutual of Omaha Insurance Company and Mutual of Omaha Investment Services since 2017. Outside of his advisory role, he operates Sessoms Consulting LLC, doing business as Philip Sessoms Financial Services. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm operates through platform relationships with Envestnet and Pershing, delivering managed solutions and access to third-party money managers.

Alexander Stefanic is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses. He has been with Mutual of Omaha since 2025 and has prior experience at firms including Ernst & Young LLP and PricewaterhouseCoopers LLP. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm utilizes platforms like Envestnet and Pershing to deliver managed solutions and operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Mark Sarrett is a financial advisor at Thurston Springer Advisors with 15 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Advisors for 14 years. Outside of his advisory role, Sarrett is involved in coaching varsity sailing and serves on the endowment committee at Hampton Roads Academy, as well as a board member of James River Country Club. Thurston Springer Advisors serves individual and high-net-worth clients, corporations, foundations, estates, and retirement plans, offering comprehensive financial planning, portfolio management, and fiduciary services. The firm combines multiple investment analysis methods to support both buy-and-hold and active strategies tailored to client goals.

Cody Santmyer is a CFP® professional with experience at CW Advisors, LLC since 2024, following three years at Agili and four years at Virginia Tech. Based in Richmond, VA, he has been active in the financial industry since 2021. CW Advisors, LLC is a multi-team advisory firm offering investment management, comprehensive wealth management, financial planning, and family office services to a diverse client base that includes individuals, trusts, charitable organizations, pension plans, and corporations. The firm uses a Core-and-Satellite investment approach and blends active, passive, quantitative, and ESG strategies, supported by a centralized Investment Oversight Committee.

Alison Brown is a financial advisor at StoneX Advisors Inc. in Richmond, VA, holding Series 65 and Series 66 licenses with five years of industry experience. Her prior roles include positions at Equity Concepts LLC/Cambridge Investment Research and Three Chopt Financial Planning LLC, as well as self-employment from 2007 to 2018. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, and consulting services through independent advisors and an in-house Private Client Group. The firm utilizes both proprietary and third-party investment solutions supported by platforms such as Envestnet and Advyzon.

Paul Keeton is a financial advisor at Prospera Financial Services, Inc. in Richmond, VA, holding a Series 66 designation and bringing 24 years of industry experience. He previously worked at Dorsey Wright & Associates for 17 years before joining Prospera in 2017. Keeton is also the owner of Single Track Solutions, LLC, a consulting business based in Richmond. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other business entities, offering financial planning and portfolio management through various advisory programs and platforms.

Melanie Roberts is a financial advisor at United Brokerage Services, Inc. with seven years of industry experience. She holds the Series 66 designation and previously worked at Equitable Advisors and Edward Jones. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, including high-net-worth clients, as well as corporate pension and profit-sharing plans and trust clients. The firm offers a variety of investment programs, primarily managing client assets on a non-discretionary basis, and maintains affiliations with United Bank and Wells Fargo.

Marshall Chambers is a CFP®, CFA®, and Series 65-registered financial advisor at Heritage Wealth Advisors in Richmond, VA, with 12 years of industry experience. He has been with Heritage Wealth Advisors since 2007. 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 focuses on customized target asset allocations and includes management of private funds, with portfolios reviewed regularly by an Investment Policy Committee.

Melanie Lee is a Series 65-licensed advisor with Integrity Advisory Solutions in Richmond, VA, and has one year of experience in financial advising. She also owns and operates Lee Law Office, P.L.L.C., where she has practiced law since 2007. Additionally, she reviews funeral trust products with clients through her involvement with Insurance Funeral Trust and serves as Assistant Commissioner of Accounts, reviewing probate files as needed. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, and corporations through a network of approximately 100 independent advisors managing around $1.1 billion in assets. The firm offers portfolio management, financial planning, retirement plan consulting, and utilizes a range of investment strategies and third-party platforms to tailor services to client needs.

Cristina Caruso is a financial advisor with Wealthcare Advisory Partners LLC, holding a Series 66 designation and bringing 20 years of industry experience. She worked at Ameriprise Financial Services for 17 years before joining Wealthcare Advisory Partners in 2022. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based advising discipline supported by proprietary Wealthcare software and a behavioral economics framework, combining quantitative metrics and various analytic methods to guide both passive and active investment strategies.

Nicholas Mitchell is a financial advisor with Wealthcare Capital Management LLC in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at Financeware, Inc. since 2009 and Edelmlan Financial Advisors LLC since 2008. Wealthcare Capital Management LLC is an SEC-registered multi-team firm managing approximately $3.03 billion for individual and high-net-worth clients, trusts, retirement plans, foundations, and other entities. The firm employs model portfolios primarily composed of mutual funds and ETFs, supplemented by alternative investments and specialty platforms, with investment decisions guided by an Investment Policy Committee using an evidence-based framework and proprietary quantitative tools.

Thaddeus Carter is a CFA® charterholder with nine years of industry experience. He currently serves as an advisor at The London Company of Virginia, where he has worked since 2023. Prior to that, he spent nine years at Barrow, Hanley, Mewhinney & Strauss, LLC. The London Company of Virginia is an independently owned investment adviser managing approximately $16 billion in discretionary assets for individuals, high net worth clients, pension plans, foundations, charitable organizations, and institutional investors. The firm employs a conservative, bottom-up equity investment process focused on downside protection, offering multiple concentrated and international equity strategies with risk controls and sector limits.

Alexander Fraser is a CFA® charterholder with nine years of industry experience. He has worked at The London Company of Virginia since 2018 and previously at Stifel Financial from 2016 to 2018. Fraser is based in Richmond, VA. The London Company of Virginia provides discretionary portfolio management to individual and institutional clients through various vehicles, including separately managed accounts and sub-advisory relationships. The firm manages approximately $14.9 billion in assets using a conservative, long-term, bottom-up equity approach driven by fundamental analysis and a proprietary balance-sheet optimization model.

Stephen Goddard is a CFA® charterholder with 31 years of industry experience. He has been with The London Company of Virginia since 1994. The London Company of Virginia is an independently owned, SEC-registered investment adviser managing approximately $16.0 billion in discretionary assets. The firm provides equity portfolio management to individuals, high net worth clients, pension plans, foundations, charitable organizations, and other institutional investors through various investment vehicles and employs a conservative, bottom-up equity process focused on downside protection.

Sheri Nickolas is a Series 65-licensed financial advisor with three years of industry experience. She is currently with Choreo, LLC and previously worked at Cherry Bekaert Wealth Management, LLC and The London Company of Virginia, LLC. Choreo, LLC serves a diverse client base including individual and high-net-worth investors, family offices, corporate and retirement plan sponsors, endowments, and other institutional clients. The firm’s investment approach combines strategic asset allocation using recognized indexes with quantitative screening and investment committee approval to select managers and model portfolios, offering a range of services from portfolio management to outsourced CIO and specialized advisory services.

Lashae Mcmillan is a financial advisor with Signal Advisors Wealth, LLC and holds Series 63 and Series 66 licenses. She has seven years of industry experience, including roles at Fidelity Investments, Merrill, and Bank of America. She also serves in an insurance sales capacity with McGregor Financial Group, providing life insurance and annuity products. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded advisers, and their clients. The firm uses a primarily top-down, tactical asset allocation approach and supports thousands of retail accounts while handling portfolio management and administrative functions under limited discretionary authority.