Alexander Peets is a financial advisor with HBW Advisory Services LLC in Richmond, VA, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has worked at HBW Advisory Services since 2017 and has additional experience with Silver Oak Securities and Cetera Wealth Services. Peets is also associated with Stepwise Financial, where he operates as an independent financial professional. HBW Advisory Services manages approximately $1.75 billion in client assets, providing asset management, financial planning, and consulting services to a diverse client base including individuals, families, charitable organizations, and businesses. The firm uses a blended investment approach with third-party money managers and emphasizes institutional and intermediary roles alongside retail 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 with Cary Street Partners in Richmond, VA, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. He has worked at Cary Street Partners since 2009 and previously at Banc of America Investment Services and BI Investments. Mccool serves as a board member of the Washington County Public Library in Abingdon, VA, participating on its finance committee in a volunteer capacity. 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 uses a broad range of investment options and proprietary strategies, and it serves specialized institutional niches such as state and municipal government entities and insurance companies.

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 with Cary Street Partners in Richmond, VA, holding a Series 66 designation and 18 years of industry experience. He has been with Cary Street Partners since 2009. 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 uses a broad range of investment options and proprietary strategies, serving a diverse client base including state and municipal government entities and insurance companies.

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® with nine years of experience, currently serving with Mutual of Omaha Investor Services, Inc. and Mutual of Omaha Insurance Company since 2017. His background includes prior work as an insurance agent focusing on life, disability, long-term care, annuities, and group health insurance. He also 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 and managed account programs through a platform relationship with Envestnet and Pershing. The firm integrates advisory, broker-dealer, and insurance services within the Mutual of Omaha group.

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 from 2011 to 2025. Outside of his advisory role, Sarrett coaches varsity sailing and serves on the board of James River Country Club in Richmond, VA. He is also a member of the endowment committee at Hampton Roads Academy. Thurston Springer Advisors serves individuals, high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans. The firm provides comprehensive financial planning, portfolio management, and fiduciary services, combining fundamental and technical investment approaches with both buy-and-hold and active strategies.

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.