Mason Butcher is a financial advisor with 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 services industry for nine years. 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 alongside broker-dealer and insurance businesses within the Mutual of Omaha group and delivers managed solutions primarily through platform relationships with Envestnet and Pershing.

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 credentialed advisor at Facet with one year of industry experience. She previously worked at Garrel Miani Financial Group and operated Abundant Life Financial Coaching Services for two years. Facet serves individual members across a broad range of wealth levels with tiered, subscription-based financial planning and implementation services. The firm delivers holistic financial planning through a Total Financial Life Resources framework and offers discretionary asset allocation primarily using ETFs, relying on fixed subscription fees rather than percentage-of-AUM charges.

Philip Sessoms Jr. is a financial advisor at Mutual of Omaha Investor Services, Inc. with nine years of industry experience. He holds the Chartered Financial Consultant (ChFC®) designation and securities licenses Series 65 and Series 63. In addition to his advisory role, he is an insurance agent specializing in life, disability, long-term care, annuities, and group health insurance, and he operates a consulting business under the name Philip Sessoms Financial Services. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, third-party money manager relationships, managed account programs, and retirement plan consulting. The firm primarily delivers managed solutions via Envestnet’s platform and collaborates with Pershing as custodian and introducing broker‑dealer.

Alexander Stefanic is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 credentials. 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 delivers managed solutions primarily through a platform relationship with Envestnet and utilizes Pershing as the qualified custodian and broker-dealer for many managed accounts.

Mark Sarrett is a financial advisor with Thurston Springer Advisors in Richmond, VA, holding a Series 66 designation and 14 years of industry experience. Prior to joining Thurston Springer Financial in 2025, he worked at Wells Fargo Advisors for 14 years. Outside of his advisory role, Sarrett serves on the board of the James River Country Club, coaches varsity sailing at Hampton Roads Academy, and participates on the academy’s endowment committee. Thurston Springer Advisors serves a diverse client base including individuals, corporations, charitable institutions, and retirement plans, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs a range of investment strategies such as Tactical Momentum and Earnings Momentum, and manages accounts on a discretionary basis under its Compass agreements.

Cody Santmyer is a CFP® professional at CW Advisors, LLC with experience at Agili and Virginia Tech prior to joining the firm in 2024. He is based in Richmond, VA and has been in the financial industry since 2021. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporations. The firm employs a core-and-satellite investment approach that incorporates active, passive, quantitative, and ESG strategies, utilizing both third-party money managers and internally managed risk strategies.

Alison Brown is a financial advisor at StoneX Advisors Inc. with four years of industry experience. She holds Series 65 and Series 66 licenses and has previously worked with Equity Concepts LLC / Cambridge Investment Research and Three Chopt Financial Planning LLC. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services through independent advisors and an in-house Private Client Group. The firm utilizes various platforms and model-based solutions and supports multiple account structures to implement investment strategies.

Paul Keeton is a financial advisor at Prospera Financial Services, Inc. with 24 years of industry experience. He holds a Series 66 designation and previously worked at Dorsey Wright & Associates for 17 years before joining Prospera in 2017. Outside of his advisory role, he is the owner of Single Track Solutions, LLC, a consulting business. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving a diverse client base, including individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors across roughly 140 offices and offers a range of advisory and financial planning services using multiple delivery platforms and customizable portfolio management approaches.

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 financial advisor at Integrity Advisory Solutions with one year of industry experience. She holds a Series 65 designation and also operates Lee Law Office, P.L.L.C., a law practice she has owned since 2007. Outside of her advisory role, she manages a funeral trust service that involves reviewing funeral products with clients. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm offers portfolio management, financial planning, retirement consulting, and sub-advisory services, utilizing both discretionary and non-discretionary strategies across various asset classes and relying on third-party platforms and managers.

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, currently serving as an investment professional at The London Company of Virginia since 2018. Prior to this, he worked at Stifel Financial from 2016 to 2018. Fraser is based in Richmond, VA. The London Company of Virginia manages approximately $14.9 billion in discretionary assets for individual and institutional clients through various investment platforms. The firm employs a conservative, long-term equity approach focused on balance-sheet optimization, quantitative screening, and fundamental analysis.

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 at Signal Advisors Wealth, LLC with seven years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at firms including Fidelity Investments, Bank of America, and Merrill. Lashae also serves in an insurance sales capacity through McGregor Financial Group, providing life insurance and annuity products. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and their retail clients. The firm employs a primarily top-down, tactical asset allocation strategy combined with fundamental, quantitative, and technical analysis, while supporting a high volume of retail accounts across its multi-team structure.

Barbour Farinholt is a financial advisor at RiverFront Investment Group, LLC with 34 years of industry experience. He holds Series 63 and Series 65 credentials. Farinholt has been with RiverFront since 2015 and previously worked at Alps Distributors, Inc. He is also a partner in a non-investment-related country store and serves on the board of directors for ETF Action, providing strategic and financial advice. RiverFront Investment Group offers discretionary portfolio management and model-based investment solutions to individual investors, trusts, pension and institutional clients, and serves as a sub-adviser to registered investment companies, including ETFs. The firm’s investment approach blends strategic and tactical asset allocation with security selection and risk management, primarily utilizing ETFs and customized portfolio solutions through a multi-advisor platform.