Ronald Stack is a financial advisor at Cobblestone Asset Management with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Independent Financial Group and National Planning Corporation. He has been associated with Cobblestone Asset Management since 2007 and operates Stack Financial Group for tax purposes. Cobblestone Asset Management provides discretionary portfolio management to individuals, corporations, and other advisors, emphasizing tailored investment strategies that include ETFs, equities, fixed income, and alternative assets. The firm employs multiple analytical methods and offers a platform used by third-party advisors alongside its own advisory services.

Kelly Gannon is a CFP®-certified financial advisor with 10 years of industry experience, currently with James River Asset Management, LLC. Her prior experience includes roles at J.W. Cole Financial, Inc., Cetera Investment Services, and Foresters Financial Services. James River Asset Management serves individual, high-net-worth, and institutional clients, providing discretionary portfolio management, integrated financial planning, and pension consulting. The firm employs proprietary model portfolios overseen by an internal investment committee, using fundamental analysis and a long-term investment approach across various risk levels.

Alvin Miller Jr. is a financial advisor with James River Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with James River Asset Management and its affiliated James River Wealth Advisors since 1995. Prior to this, he worked at Valmark Securities, Inc. and J.W. Cole Financial, Inc. James River Asset Management serves individual, high-net-worth, and institutional clients, managing approximately $273.8 million across 411 clients with a team of five advisers. The firm offers discretionary portfolio management, integrated financial planning, and pension consulting, utilizing proprietary model portfolios with a fundamental and long-term investment approach.

Keith Muth is a financial advisor at Watch Hill Financial Inc with a Series 66 designation and four years of industry experience. He has worked at several firms including Private Advisor Group, LLC, Mariner Independent Advisor Network, and Securian Financial Services. In addition to his advisory role, Muth is a co-founder of Muth Financial LLC, a tax planning and consulting business. Watch Hill Financial Inc. is an SEC-registered investment adviser that provides wealth management, financial planning, and consulting services to a diverse client base including individuals, corporations, pension plans, charitable organizations, and institutional investors. The firm employs a goals-based, long-term investment approach with discretionary portfolio management and may leverage independent managers and custodial relationships with major broker-dealers.

Jeremy Shipp is a CFP® with 13 years of industry experience, currently serving at RCPlanners in Midlothian, VA. His work history includes roles at Moneytrax North America Inc., Retirewise University, First Advisors National, LLC, Harbor Wealth Advisors, LLC, and others. He is licensed to sell insurance products and dedicates approximately 25% of his time to insurance-related activities. RCPlanners provides financial planning and discretionary investment supervisory services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm uses a combination of fundamental and technical analysis alongside a proprietary retirement income model that addresses multiple retirement risks, offering tailored portfolio management for individual and high-net-worth clients.

Daniel Rodriguez is a financial advisor at Hill Wealth Strategies in Richmond, VA, holding a Series 65 designation with five years of industry experience. He previously worked at Hampton Motor Corporation for seven years before joining Hill Wealth Strategies. Hill Wealth Strategies is a fee-based financial planning and investment management firm that serves individuals, including high-net-worth clients, by providing comprehensive planning and coordinating asset management through a third-party money manager. The firm acts as a co-advisor without custody of client assets or discretionary trading authority, focusing on documented investment approaches and ongoing client communication.

John Gavin III is a financial advisor at PCM Encore, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fisher Investments, NYLIFE Distributors, and Nuveen Investments. Outside of his advisory role, he is involved in DHDA, LLC, which holds residential properties for rental income. PCM Encore provides investment management, financial planning, family-office, and consulting services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm manages over $2.0 billion in client assets using a strategy based on Modern Portfolio Theory and strategic asset allocation, combining diversified, tax-aware portfolios with both passive and active investment options.

Russell Lundeberg is a financial advisor at Barrett Capital Management, LLC with 24 years of industry experience. He holds the Series 65 designation and has been with Barrett Capital Management since 2002. Outside of his advisory role, he serves as managing partner at Currituck Capital LLC, focusing on research and analysis. Barrett Capital Management provides fee-based investment advisory and portfolio management services to individuals, trusts, corporations, and charitable organizations. The firm employs a manager-of-managers strategy with an emphasis on diversification and capital preservation, integrating fundamental and technical analysis alongside a proprietary Global AI™ quantitative methodology.

Damir Strmel is a financial advisor at Barrett Capital Management, LLC in Richmond, VA, holding a Series 65 designation with 17 years of industry experience. He has been with Barrett Capital Management since 2008. Barrett Capital Management provides fee-based investment advisory and portfolio management services primarily to individuals, including high-net-worth clients, as well as trusts, corporations, and charitable organizations. The firm uses a manager-of-managers approach with a proprietary Global AI™ quantitative methodology for asset allocation, emphasizing diversification and capital preservation.

Devin Garofalo is a financial advisor with Colonial River Wealth Management LLC in Midlothian, VA, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He has worked with Colonial River Investments, LPL Financial, Osaic FA, Inc., and Stratos Wealth Partners, among others. Outside of his advisory role, he is involved in tax preparation and accounting services through Colonial River Financial Services, LLC, and owns MauiBelle, LLC. Colonial River Wealth Management provides wealth management, investment management, and financial planning services to individuals, high-net-worth clients, families, trusts, estates, and charitable organizations. The firm manages approximately $464 million in discretionary assets and utilizes proprietary quantitative tools alongside a mix of individual securities, mutual funds, ETFs, and alternatives to construct portfolios.

Alex Hendrickson is a financial advisor with Colonial River Wealth Management LLC, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has worked at Colonial River Investment and LPL Financial since 2018 and previously at Ameriprise Financial Services. Hendrickson is involved in real estate rental activities in addition to his advisory role. Colonial River Wealth Management provides wealth management, investment management, and financial planning services to individuals, high-net-worth clients, families, trusts, estates, and charitable organizations. The firm manages approximately $464 million on a discretionary basis and uses a combination of proprietary quantitative tools and third-party platforms to implement portfolios comprising individual stocks, bonds, mutual funds, ETFs, and select alternative investments.

Brian Wotring is a financial advisor with Colonial River Wealth Management LLC, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Edward Jones and the Supreme Court of Virginia. Outside of finance, he operates Brian Wotring Photography, a personal photography business. Colonial River Wealth Management provides investment advisory and wealth management services to individuals, families, trusts, estates, and businesses. The firm offers customized portfolios using a mix of individual securities, mutual funds, ETFs, and alternative partnerships, employing algorithm-driven and target-volatility strategies with a generally long-term investment approach.

Alan Dawkins is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Colonial River Wealth Management LLC in Midlothian, VA. He has worked at Colonial River Investments, LPL Financial LLC, and Lincoln Financial Securities Corporation. Colonial River Wealth Management provides investment advisory and wealth management services to individuals, families, trusts, estates, and businesses, utilizing proprietary quantitative software to implement tactical and strategic allocation strategies with a long-term orientation. The firm offers customized portfolios and comprehensive planning support, including discretionary and non-discretionary management and coordination with tax, legal, and insurance specialists.

Merrick Burleson is a financial advisor with Colonial River Wealth Management LLC in Palmyra, VA, holding Series 63 and Series 65 credentials and bringing 48 years of industry experience. His prior roles include positions at Reliastar, Voya Financial Advisors, and LPL Financial. He also operates Burleson Financial Strategies Inc., an investment-related business. Colonial River Wealth Management provides investment advisory and wealth management services to individuals, families, trusts, estates, and businesses. The firm offers customized portfolios using stocks, bonds, mutual funds, ETFs, and alternative partnerships, employing algorithm-driven and target-volatility strategies with a long-term orientation.

Kristin Menz Yianni is a financial advisor at CPR Investments Inc. with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at CPR Financial Group and CPR Investments Inc. since 2016, as well as serving as a consultant for CT Executive Benefits Group since 2003. CPR Investments Inc. primarily serves individual investors and also works with businesses, qualified retirement plans, and other financial professionals. The firm employs a multi-manager approach combining third-party registered investment advisors and in-house tactical strategies to manage discretionary portfolios focused on downside risk reduction.

Brad Bailey is a financial advisor at Brown Edwards Wealth Strategies with 27 years of industry experience. He holds a Series 66 designation and has a background that includes roles at Avantax and Towne Bank for Chesterfield County. In addition to his advisory work, he is a member of Brad Bailey, CPA, PLLC, an accounting firm providing CFO services. Brown Edwards Wealth Strategies offers discretionary and nondiscretionary portfolio management and employee benefit plan advisory services to a range of clients including individuals, trusts, charities, and small businesses. The firm emphasizes diversified, mainly passive investment strategies based on Modern Portfolio Theory and utilizes tools such as Monte Carlo simulations and written investment policy statements to guide portfolio management.

Catherine Belanger is a CFP®-certified financial advisor with 22 years of industry experience. She is currently with Colonial River Wealth Management LLC and has held previous roles at VOYA Financial Advisors, Inc. and First Choice Financial Services Inc. Outside of her advisory work, she is involved with Diamond Tax Services, LLC, a tax preparation and accounting business. Colonial River Wealth Management provides wealth management, investment management, and financial planning services to individuals, high-net-worth clients, families, trusts, estates, and charitable organizations. The firm manages approximately $464 million on a discretionary basis and employs proprietary quantitative tools alongside a range of investment vehicles to construct client portfolios.

Raymond Hines Jr. is a financial advisor at Barrett Capital Management, LLC with 11 years of industry experience. He holds a Series 65 designation and has worked at Barrett Capital Management since 2014, following an 18-year tenure at Sterling Business. Barrett Capital Management provides fee-based investment advisory and portfolio management services primarily to individuals, including high-net-worth clients, as well as trusts, corporations, and charitable organizations. The firm employs a manager-of-managers approach focused on diversification and capital preservation, utilizing a proprietary Global AI™ quantitative methodology for asset allocation.

Jeffrey Lear is a financial advisor with Barrett Capital Management, LLC, holding a Series 65 designation and six years of industry experience. Prior to joining Barrett Capital Management in 2019, he worked at GreenMile from 2012 to 2018. Outside of his advisory role, he serves as a Regional Sales Director for Demisto, a Palo Alto Networks company, focusing on cloud security orchestration platform sales. Barrett Capital Management provides fee-based investment advisory and portfolio management primarily to individuals, trusts, corporations, and charitable organizations. The firm employs a manager-of-managers approach with an emphasis on diversification and capital preservation, utilizing both fundamental and technical analysis alongside a proprietary Global AI™ quantitative methodology.

Steven Prestyly is a financial advisor with Colonial River Wealth Management LLC in Midlothian, VA, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked with Colonial River Investments, LLC since 2017 and has prior experience at The Main Street Group, LTD and LPL Financial. Outside of advisory services, he is a certified tax preparer involved with Newtown Tax Preparation. Colonial River Wealth Management provides investment advisory and wealth management services to individuals, high-net-worth clients, families, trusts, estates, and businesses. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement account advice, utilizing proprietary quantitative software and customized portfolios with a long-term orientation and tactical flexibility.