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.

Aaron Gibbs is a financial advisor at Savvy with 19 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at firms including Claris Financial, LPL Financial, and Triad Advisors. Gibbs is also the managing director of Gibbs Financial Services LLC, an investment-related business. Savvy provides investment and financial planning services to individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations. The firm builds customized, primarily index-based investment plans and utilizes third-party sub-advisers and technology platforms to support a variety of strategies and client needs.

Cristina Caruso is a financial advisor at Wealthcare Advisory Partners LLC with 19 years of industry experience. She holds the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for 17 years before joining her current firm in 2022. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors. The firm serves individuals, trusts and estates, retirement plans, charitable organizations, and businesses, offering wealth management, investment management, financial planning, and access to alternative and private placement investments using a goals-based planning approach supported by proprietary software and evidence-based 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.

Barbour Farinholt is a financial advisor at RiverFront Investment Group, LLC with 34 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at RiverFront since 2016, previously serving at Alps Distributors, Inc. Farinholt is a partner in Nuttall Store LLC, a non-investment-related country store, and serves on the board of ETF Action, providing strategic and financial advice. RiverFront Investment Group offers investment management services to individual investors, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm utilizes its Price Matters® valuation framework combined with tactical asset allocation and risk management, delivering customized portfolios primarily through SMAs, UMAs, and model delivery platforms.

James Massengill is a financial advisor with Capitol Securities Management, Inc. in Glen Allen, VA, holding Series 63 and Series 65 licenses and with 39 years of industry experience. He has been with Capitol Securities Management since 2013. Capitol Securities Management serves individuals, corporate and charitable clients, trustees, and plan sponsors by providing brokerage and investment advisory services along with financial planning, pension consulting, insurance products, and educational seminars. The firm manages assets through separately managed accounts and various wrap fee programs, employing a range of investment instruments and third-party money managers.

Ronald Alley is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has 34 years of industry experience. He has worked with Mutual of Omaha Investor Services and Mutual/United of Omaha Insurance Company since 1990. He also operates a financial services DBA established for tax purposes that offers life insurance and Medicare-related products. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans using a range of managed account programs and third-party money manager relationships. The firm operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group, offering integrated financial solutions.

Laura Gardner is a Series 65-licensed financial advisor with eight years of industry experience. She has been with The London Company of Virginia since 2011. The London Company of Virginia is an independently owned, SEC-registered investment adviser managing approximately $16.0 billion in discretionary assets for individuals, high net worth clients, pension plans, foundations, charitable organizations, and other institutional investors. The firm employs a conservative, bottom-up equity process focused on downside protection, offering multiple concentrated and international equity strategies with risk controls and a high client count per advisor supported by extensive intermediary distribution.

Earl Stewart Jr. is a financial advisor with StoneX Advisors Inc. in Richmond, VA, holding Series 63 and Series 66 designations and bringing 40 years of industry experience. His career includes roles at StoneX Securities Inc., International Advisory Consultants Inc., Anderson & Strudwick, Incorporated, and Wells Fargo Clearing. Outside of advisory work, he is a member of BCES, LLC, an entity involved in managing office space and expenses. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing discretionary and non-discretionary portfolio management, financial planning, and ERISA plan consulting among other services. The firm uses a range of investment strategies including advisor-managed portfolios and third-party money managers, supported by platforms such as Envestnet and Advyzon, and operates as part of the larger StoneX Group.

Kent Engelke is a financial advisor with Capitol Securities Management, Inc. in Glen Allen, VA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Capitol Securities since 2008. Outside of his advisory role, he is a managing partner of KKD LLC, a single-purpose real estate rental business. Capitol Securities Management serves individuals, corporate and charitable clients, trustees, and plan sponsors, providing brokerage and investment advisory services alongside financial planning, pension consulting, insurance products, and educational seminars. The firm manages assets through a variety of account types and investment vehicles, delivering advice via a network of representatives who develop client-specific investment policies.

Ryan Hissey is a financial advisor at The London Company of Virginia with five years of industry experience. He holds a Series 65 credential and has worked at Southwind Capital and Davenport and Company prior to joining The London Company of Virginia in 2019. Before his financial career, he was employed by the Toronto Blue Jays Baseball organization from 2015 to 2019. The London Company of Virginia is an independently owned, SEC-registered investment adviser managing approximately $16.0 billion in discretionary assets for individuals, institutions, and other clients. The firm uses a conservative, bottom-up equity approach focused on downside protection and offers multiple concentrated and international equity strategies.