Amy Clark is a CFP® and ChFC® with 29 years of experience in financial advisory. She has been with Highstone Group since 2002 and also has experience with Silver Oak Securities and Securities Service Network. In addition to her advisory work, she is involved in insurance services through Comprehensive Financial Insurance Services, where she works with clients on life, health, disability, and long-term care insurance policies. Highstone Group provides investment advisory, financial planning, tax-planning, and consulting services primarily to individual clients and households, including high-net-worth clients, trusts, IRAs, and businesses. The firm offers individualized portfolio management based on client-specific profiles and uses fundamental analysis across a range of investment products, generally managing accounts on a non-discretionary basis with regular monitoring.

Gabriel Hoffman is a financial advisor at Taylor Hoffman Capital Management with 12 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney prior to joining Taylor Hoffman Wealth Management in 2017. Outside of his advisory role, he serves as treasurer for Richmond Parliament, a social organization, and is vice president of the Campbell University Central Virginia Alumni Chapter. Taylor Hoffman Capital Management provides financial planning, consulting, and wealth management services to individuals, trusts, estates, and retirement plans. The firm employs a strategic asset allocation approach combining fundamental analysis and a mix of investment vehicles, including an affiliated private investment fund for accredited investors.

Ronald Hochstein is a CFP® and ChFC® with 47 years of experience in the financial industry. He is associated with Highstone Group and has held various roles across related businesses, including Comprehensive Financial Planning Corporation and Comprehensive Financial Insurance Services, with involvement in areas such as financial planning, insurance, and business consulting. Hochstein is also the sole owner of Comprehensive Financial Group, LLC, which provides accounting and tax preparation services. Highstone Group offers advisory services to individuals, businesses, trusts, and retirement accounts, serving 174 client households with approximately $263.9 million in assets under management. The firm provides comprehensive financial planning, tax planning, investment consulting, and portfolio management, focusing on individualized asset allocations and typically managing assets on a non-discretionary basis that requires client approval for transactions.

Brandon Taylor is a financial advisor with Taylor Hoffman Capital Management in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at Morgan Stanley, CitiGroup Global Markets, and UBS Financial Services. He serves as director and treasurer for the James Monroe Memorial Foundation, a nonprofit honoring the legacy of the fifth U.S. president. Taylor Hoffman Capital Management provides wealth management, financial planning, and investment services to individuals, trusts, estates, and retirement plans. The firm combines strategic asset allocation with bottom-up fundamental research and manages both discretionary and non-discretionary accounts, including a private investment fund offered under Regulation D.

Robert Murray is a financial advisor at Gladwyn Financial Advisors, Inc. in Richmond, VA, holding a Series 65 designation with two years of industry experience. Prior to joining Gladwyn, he worked at Mission Realty for four years and has experience with Young Life and Montgomery County Public Schools. Gladwyn Financial Advisors provides financial planning and investment advisory services primarily to individual clients, trusts, estates, retirement plans, charitable organizations, and business entities. The firm emphasizes long-term, asset-allocation driven portfolios using index-oriented mutual funds and ETFs, and offers comprehensive financial planning, portfolio management, and consulting services without imposing account minimums.

Roberta Keller is a financial advisor with Alexis Advisors, LLC in Richmond, VA, holding a Series 65 designation and 16 years of industry experience. She has been with Alexis Advisors since 2013. Alexis Advisors provides wealth management and financial planning services to individual and institutional clients, offering discretionary portfolio management and standalone planning engagements. The firm integrates fundamental, quantitative, and technical analysis with strategic asset allocation and ESG considerations, and is certified as a B Corporation.

Diana Thompson is a Series 65 licensed advisor at Sovereign Capital Vantage, Inc. with nine years of experience at the firm and a total of 21 years in the industry. Prior to her current role, she worked in public schools in Hanover County and Desoto County for a total of 12 years. She is also a corporate Secretary and owner of Sovereign Capital Vantage, where she manages corporate responsibilities alongside her advisory duties. Sovereign Capital Vantage, Inc. is a fee-based advisory firm serving individual and high-net-worth clients through discretionary portfolio management and hourly financial planning. The firm oversees approximately $26.8 million for about 68 clients across three offices, using a blend of fundamental and technical analysis and offering services for both custodied and held-away retirement accounts.

Jeffrey Mussatt is a CFP® professional with 16 years of industry experience. He is a managing member of several ventures, including E9 Ventures, SRA Investco LLC, and Around the Green, LLC. His prior experience includes roles at Joycepayne Partners, P.C. and Kimble Advisory, LLC before joining CrossGrain Family Investments, LLC in 2021. CrossGrain Family Investments serves high-net-worth individuals and families through a concierge-style wealth advisory model with a small team and a concentrated client base. The firm offers discretionary investment management, personalized financial planning, and co-investment advisory on private opportunities, utilizing a blend of active and passive strategies tailored to client-specific goals.

Molly Escalante is a financial advisor at Schutt Capital Management LLC in Richmond, VA, holding a Series 65 designation with 11 years of industry experience. She has been with Schutt Capital Management since 2014. Schutt Capital Management provides discretionary investment management through a private investment fund, pooled real estate LLCs, and separately managed accounts, serving individuals, trusts, partnerships, and corporations. The firm employs a value-investing approach focused on public equities, corporate and municipal debt, private-company securities, and direct real estate, using options and ETFs for hedging or income generation.

Kevin Bostic is a financial advisor at Clearview Financial with 20 years of industry experience. He holds the Series 66 designation and has been with Clearview Financial since 2015. Clearview Financial is a fee-only registered investment adviser serving individuals, families, estates, and trusts with discretionary portfolio management, financial planning, and retirement-plan consulting. The firm combines technical and fundamental analysis to build portfolios guided by written Investment Policy Statements and emphasizes risk management through principal loss and behavioral risk controls.

Henry Gibson is a financial advisor at Oxford Capital Management in Richmond, VA, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with Oxford Capital Management since 1993. Oxford Capital Management provides customized investment management services to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and other legal entities. The firm manages approximately $140 million on a discretionary basis for about 28 clients, focusing on fundamental analysis and typically maintaining long-term investment horizons.

Marianne Esche is a financial advisor with Wealthspire Advisors in Reston, VA. She holds a Series 65 credential and has three years of industry experience. Prior to her current role, she worked at Simplicity Wealth Management and has a background in education, having taught at middle and high school levels as well as at Virginia Tech. Wealthspire Advisors serves a broad range of clients, including individuals, corporations, retirement plans, and nonprofit organizations. The firm offers wealth management, financial planning, and trustee services through a customized, relationship-driven process that emphasizes diversified, institutional-style asset allocation and ongoing portfolio oversight.

Christine Centeno is a financial advisor at Simplicity Wealth Management with 18 years of industry experience. She holds the CFP® designation and Series 66 license. Her prior experience includes roles at Virginia Commonwealth University, Atlas Financial, Salomon and Ludwin, LLC, and Wells Fargo Advisors. Simplicity Wealth Management serves individual clients, charitable organizations, and corporate plan sponsors, offering discretionary portfolio management, written financial planning, and advisory services for employer-sponsored retirement plans. The firm primarily uses a passive investment approach with index funds and ETFs, supplemented by fundamental and technical analysis, and provides ongoing subscription-style financial planning along with employee benefit plan advisory services.

Katherine Beck is a financial advisor at Oxford Capital Management with 17 years of industry experience. She holds a Series 65 designation and has been with Oxford Capital Management since 2008. Oxford Capital Management provides customized investment management services primarily to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and other legal entities. The firm manages approximately $170 million on a discretionary basis and focuses on constructing portfolios using fundamental security analysis across multiple asset classes with a long-term investment horizon.

Henry Goodstein is a financial advisor at Insight Financial, Inc. in Richmond, VA, holding a Series 65 designation with 13 years of industry experience. He has been with Insight Financial since 2012. The firm serves individual investors, high-net-worth clients, trusts, and retirement accounts, managing a small, discretionary client roster of under 20 relationships with approximately $25 million in assets. Insight Financial combines fundamental and technical analysis to tailor portfolios across stocks, ETFs, mutual funds, and bonds, and offers an actively traded bond program known as the "20:20 Bond Strategy" that emphasizes short-term market timing.

Isaac Pino is a financial advisor with Shrier Associates, LLC in Richmond, VA, holding a Series 65 credential and 10 years of industry experience. Prior to joining Shrier Associates in 2024, he worked at Huckleberry Capital Management for eight years and Redwood Valuation Partners for two years. He is also the CFO of Fern Leaf Interactive, LLC, a software company that uses climate data for community resilience planning. Shrier Associates provides investment management, financial planning, and pension consulting services to individuals, trusts, estates, businesses, and qualified retirement plans. The firm manages approximately $85.9 million in client assets, focusing on customized, long-term asset allocations implemented through a variety of investment vehicles and offering both discretionary and non-discretionary client engagements.

James Ruffin is a financial advisor at Elemental Capital Management, LLC with 18 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing Services. Since 2018, he has been with Elemental Capital Management. Elemental Capital Management is an independently owned investment adviser serving individuals, high-net-worth families, trusts, qualified retirement plans, charitable organizations, and businesses. The firm employs a bottom-up fundamental equity analysis supported by a proprietary screening model and offers discretionary management across equities, fixed income, ETFs, and mutual funds.

Raymond Kanyo is a financial advisor at Taylor Hoffman Capital Management with seven years of industry experience. He holds the Series 65 designation and has worked at Taylor Hoffman Wealth Management since 2018. Prior to that, he spent four years at the University of Richmond. Taylor Hoffman Capital Management provides wealth management, financial planning, investment management, and consulting services to individuals, trusts, estates, and retirement plans. The firm combines strategic asset allocation with fundamental research and manages both individual portfolios and a private investment fund offered under Regulation D.

Dustin Newton is a CFP® with nine years of industry experience, currently serving as a financial advisor at Ascent Financial Group since 2020. His prior roles include positions at LPL Financial, Cetera Advisors, and S&P Global Market Intelligence. Outside of advising, he is a partner in a family real estate rental business. Ascent Financial Group provides comprehensive financial planning and portfolio management primarily for individual and high-net-worth clients. The firm applies a mix of fundamental, technical, cyclical, and economic analysis to manage client accounts on a discretionary basis, delivering ongoing planner access and regular portfolio monitoring.

Justin Hochstein is a financial advisor with Highstone Group in Richmond, VA, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at Highstone Group since 2002 and Silver Oak Securities since 2018. He is also the sole owner of Hochstein RIA, a fee-based registered investment advisor firm focused on managing investment portfolios and financial planning. Highstone Group provides advisory services to individuals, businesses, trusts, and retirement accounts, serving 174 client households with approximately $263.9 million in assets under management. The firm offers comprehensive financial planning, tax planning, investment consulting, and portfolio management, generally managing assets on a non-discretionary basis with client approval required for transactions.