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, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has worked at HBW Advisory Services since 2017 and has additional experience with Silver Oak Securities and Uber. Peets is also associated with Stepwise Financial, an independent financial professional business. HBW Advisory Services manages approximately $1.75 billion in client assets and serves a diverse range of clients including individuals, families, charitable organizations, and institutional plans. The firm employs a blended investment approach combining tactical asset allocation, fixed income, and multi-manager diversification, alongside sub-advisory and co-advisor services, and offers unique operational features such as AI tools and a wrap-fee portfolio option through Betterment Institutional.

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. 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.

Liam Methven is a financial advisor at Forum Financial Management, LP with one year of industry experience. He holds a Series 65 designation and previously worked at Red Ventures. Outside of his advisory role, he is also involved in insurance sales as a licensed insurance agent. Forum Financial Management, LP provides fee-based wealth management, financial planning, qualified plan services, and educational workshops to individual and institutional clients. The firm also serves as a sub-advisor and turnkey asset management platform for other independent RIAs, managing portfolios primarily with DFA institutional mutual funds and ETFs following a Modern Portfolio Theory approach.

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.

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 at Cary Street Partners with 18 years of industry experience. He holds the Series 66 designation and has been with Cary Street Partners since 2009. Cary Street Partners serves a diverse client base including individuals, corporations, trusts, retirement plans, and institutional clients. The firm offers a range of services such as portfolio management, financial planning, third-party manager selection, and retirement plan fiduciary services, utilizing proprietary strategies and AI tools alongside human oversight.

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 with Pinnacle Associates, Ltd. in Richmond, VA, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He previously worked at Investment Management of Virginia, LLC from 2000 to 2016. Pinnacle Associates provides discretionary investment management and financial planning to individuals, families, trusts, corporations, endowments, foundations, pension plans, and charitable organizations. The firm focuses on fundamental, bottom-up equity analysis with a valuation-sensitive, long-term approach and offers its strategies through various platforms including model portfolios and unified managed accounts.

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.

Arianne Mc Sellers is a CFP® and Series 65-licensed advisor at Facet with one year of industry experience. Prior to joining Facet, she worked at Garrel Miani Financial Group and operated Abundant Life Financial Coaching Services. Her career also includes roles outside of finance at Sabra Dipping Co. and DSD Partners. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, serving both non-high-net-worth and high-net-worth households primarily through phone, video, and a proprietary web platform. The firm uses technology-driven processes and model-based asset allocations focused on ETFs, with a flat subscription fee structure rather than asset-based fees.

Philip Sessoms Jr. is a financial advisor with Mutual of Omaha Investor Services, Inc., holding the ChFC® designation along with Series 63 and Series 65 licenses. He has nine years of industry experience, all with Mutual of Omaha entities since 2017. Outside of advisory services, he is also an insurance agent specializing in life, disability, long-term care, annuities, and group health insurance, and operates Sessoms Consulting LLC, also known as Philip Sessoms Financial Services. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans through various managed account programs and third-party money manager relationships. The firm operates within the Mutual of Omaha group alongside broker-dealer and insurance businesses, offering clients access to multiple investment and insurance solutions.

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 14 years of industry experience. He previously worked at Wells Fargo Advisors for 14 years before joining Thurston Springer Financial in 2025. Outside of his advisory work, he coaches varsity sailing at Hampton Roads Academy and serves on the board of James River Country Club. Thurston Springer Advisors serves individuals, corporations, retirement plans, foundations, endowments, estates, and trusts. The firm offers financial planning, estate-planning facilitation, portfolio management, wrap-fee programs, and fiduciary services, employing a range of investment strategies from buy-and-hold to active tactical approaches.