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.

Thomas Robertson is a financial advisor at CG Advisory Services with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Valic Investment Services Company for 23 years. Robertson is also involved in insurance sales across various states and carriers. CG Advisory Services manages approximately $4.02 billion for a diverse client base, including individuals, pension plans, charitable organizations, and corporate clients. The firm provides discretionary portfolio management, financial planning, retirement services, and consulting through proprietary model portfolios and customized account structures.

John Coulter is a Series 66 licensed advisor at Capitol Securities Management, Inc. with eight years of industry experience. He has been with Capitol Securities Management since 2016 and has prior work experience at Red Robin. Capitol Securities Management serves individuals, including high-net-worth clients, corporate and charitable organizations, trustees, and plan sponsors by offering brokerage and investment advisory services along with financial planning, pension consulting, insurance products, and educational seminars. The firm manages assets through separately managed accounts, wrap fee programs, third-party money managers, and model portfolios.

Robert Burke is a CFA® charterholder with 29 years of industry experience, currently serving at Brockenbrough since 1996. He holds a Series 65 license and dedicates part of his time as a paid volunteer for the CFA Institute, working on various projects. Brockenbrough provides discretionary and non-discretionary investment management and Outsourced Chief Investment Officer (OCIO) services to high-net-worth individuals, trusts, foundations, endowments, and institutional clients. The firm manages approximately $4.3 billion in client assets and offers customized portfolios that blend traditional and non-traditional asset classes using both proprietary strategies and third-party managers.

Margaret Hubert is a financial advisor at Cary Street Partners in Richmond, VA, holding Series 63 and Series 66 licenses with three years of industry experience. Her prior roles include positions at J.P. Morgan Securities LLC and Edward Jones. Outside of finance, she has worked at Sunken Well Tavern and Well Enough, Inc. Cary Street Partners serves a diverse client base, including individuals, corporations, trusts, retirement plans, and institutional clients. The firm offers portfolio management, financial planning, and access to proprietary strategies supported by affiliated asset management and broker-dealer services.

Thomas Huddleston Jr. is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company since 2019, following prior roles at LPL Financial LLC and Middleburg Bank. Outside of his advisory work, he is also active as an insurance agent specializing in life, health, and annuity products and is involved with Fresnel Financial Services, LLC. Mutual of Omaha Investor Services, Inc. serves individuals, corporations, and qualified retirement plans by offering financial planning, managed account programs, and retirement plan consulting. The firm utilizes a platform relationship with Envestnet and custodial services from Pershing, delivering managed solutions that include both firm-managed and third-party model portfolios.

Stuart Lipsteuer is a financial advisor with First Citizens Asset Management, Inc. in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior work includes roles at Ryan LLC and Thomson Reuters. First Citizens Asset Management provides investment advisory and sub-advisory services to individuals, trusts, corporations, institutional accounts, and municipal entities. The firm manages global, multi-asset model portfolios across various implementation frameworks using a combination of quantitative and qualitative criteria.

Kimberly Nichols is a financial advisor at Wealthcare Capital Management LLC with 10 years of industry experience. She holds a Series 66 designation and has worked at firms including LPL Financial and Securities America Advisors. Nichols also provides administrative support to Wealthcare Advisory Partners, an independent investment advisor firm. Wealthcare Capital Management LLC is a multi-team advisor managing approximately $3.03 billion for individual and high-net-worth clients, trusts, retirement plans, foundations, and other entities. The firm offers a range of portfolio management and advisory services, utilizing model portfolios supplemented by alternative investments and independent managers, with investment decisions guided by an evidence-based framework and an Investment Policy Committee.

Stephanie Sears is a financial advisor at Cary Street Partners with 22 years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at Fidelity Investments, Equitable Advisors, and AXA Advisors. Cary Street Partners serves a diverse client base including individuals, corporations, trusts, and institutional clients. The firm provides portfolio management, financial planning, and access to proprietary and third-party investment strategies, utilizing AI tools alongside human oversight in its investment process.

Reginald Pickral is a financial advisor at Pinnacle Associates, Ltd. with 19 years of industry experience. He holds the Series 66 and Series 65 designations and has worked at Pinnacle Associates since 2023, following several years at Investment Management of Virginia, LLC. Pinnacle Associates provides discretionary investment management and financial planning services to a diverse client base, including individuals, families, trusts, corporations, and charitable organizations. The firm focuses on fundamental, bottom-up equity analysis with a long-term valuation-sensitive approach and offers its strategies through various platforms including model portfolios and unified managed accounts.

Camilla Carvalho is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at Corbett Road Wealth Management, Spire Securities, LLC, and Ameriprise. Outside of finance, she has been involved with multiple musical organizations, including the Albany Symphony Orchestra and the Binghamton Philharmonic. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using a mix of ETFs, mutual funds, individual securities, and alternative investments, supported by a network of approximately 286 advisors.

Susan Norfleet is a PFS™ credentialed financial advisor at Waverly Advisors, LLC with four years of industry experience. She has previously worked at Norfleet, Musselman & Company for 20 years and serves as president of Heartwood Tax Consultants, a CPA firm specializing in tax preparation and consulting. Her responsibilities there include financial planning, tax consulting, retirement and estate planning, and employee supervision. Waverly Advisors is a multi-team registered investment adviser serving individual clients, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering both discretionary and non-discretionary portfolio management along with financial planning and multi-family office services.