Daniel Hill is a CFP® with 26 years of industry experience, currently serving as the principal of Hill Wealth Strategies in Richmond, VA. He has been associated with his own firms, including D.R. Hill Wealth Strategies and D.R. Hill & Associates, since 2006. In addition to financial advising, he is involved in fixed insurance services and health insurance brokerage. Hill Wealth Strategies is a fee-based advisory firm that provides financial planning and consulting to individuals and high-net-worth clients. The firm collaborates with third-party money managers for investment implementation, focusing on cash-flow analysis and risk management while refraining from managing or custodian client assets directly.

John Ellison is a CFA® charterholder and holds a Series 66 license with 14 years of industry experience. He has worked at Richmond Quantitative Advisors, LLC since 2017 and previously at MCMG Capital Advisors, Inc. from 2015 to 2017. Ellison is also a member of New Core Investment Partners, LLC, the general partner of New Core Quantitative, LP. Richmond Quantitative Advisors, LLC provides discretionary portfolio management, model delivery, and financial advisory services to individuals, institutions, pooled investment vehicles, and registered investment companies. The firm employs a quantitative, data-driven investment process with tactical, dynamically rebalanced models and offers cryptocurrency portfolio management alongside traditional asset management services.

Michael Powers is a CFP®, PFS™, and holds a Series 66 license with 15 years of industry experience. He has worked at Manuka Financial since 2021 and previously spent seven years at Verus Financial Partners. Manuka Financial serves individual and high-net-worth clients by providing discretionary portfolio management and comprehensive financial planning. The firm uses a Modern Portfolio Theory-based approach focused on passive strategies such as index mutual funds and ETFs to build diversified, tax-efficient portfolios with a long-term perspective.

Richard Krafcik Jr. is a financial advisor at Cobblestone Asset Management in Richmond, VA, with 20 years of industry experience. He has been affiliated with Cobblestone since 2007 and also worked with Independent Financial Group and Stack Financial Group. Outside of his advisory work, he serves on the steering team of Passion Community Church and on the board of directors for FC Richmond, a non-profit soccer organization. Cobblestone Asset Management provides discretionary portfolio management and advisory services to individuals, corporations, and other financial advisors, using a combination of quantitative, fundamental, technical, and portfolio theory analyses to tailor portfolios to client goals and risk tolerances. The firm supports multiple investment strategies and operates as a platform sponsor and wrap fee program sponsor, overseeing more than $250 million in discretionary assets.

Grant Thigpen is a financial advisor with James River Asset Management, LLC, holding a Series 65 credential. He has one year of industry experience and previously worked with Pathfinder Wealth Partners and served four years at the International Mission Board. His background includes roles in education and nonprofit organizations. James River Asset Management serves individual, high-net-worth, and institutional clients, managing approximately $273.8 million across about 411 clients with a five-advisor team. The firm offers discretionary portfolio management, integrated financial planning, and pension consulting, utilizing proprietary model portfolios overseen by an internal investment committee.

John Scott is a financial advisor at CEF Advisors with 25 years of industry experience. He holds a Series 66 designation and has been with CEF Advisors since 2001. CEF Advisors manages separate accounts for individuals, including high-net-worth households, and institutional clients, focusing on listed closed-end funds and business development companies. The firm uses a blend of fundamental research and technical analysis to select funds, emphasizing discounts to net asset value and dividend coverage, and operates a paid data and research service alongside limited consulting tied to closed-end fund strategy.

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.

Keith Muth is a CFP® and CFA® professional with 29 years of experience in financial advising. He is currently affiliated with Watch Hill Financial Inc and has held prior roles at Private Advisor Group, LLC, Mariner Independent Advisor Network, LLC, and Select Brokers, LLC among others. Outside of his advisory work, he is the owner of Muth Financial LLC, an independent CPA firm. Watch Hill Financial Inc. is an SEC-registered investment adviser offering wealth management, financial planning, and consulting services to a broad client base that includes individuals, institutions, and other investment advisers. The firm employs a goals-based, long-term investment approach with discretionary portfolio management and may provide accounting and tax services through an affiliated CPA firm.

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.

Jason Dodzik is a financial advisor at Cobblestone Asset Management in Richmond, VA, with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Independent Financial Group, Osaic Wealth, and Gallagher Fiduciary Advisors. Outside of his advisory role, he is involved in insurance services, acting as a life and long-term care insurance agent. Cobblestone Asset Management provides discretionary portfolio management to individuals, corporations, and other advisors, emphasizing ETFs alongside a range of asset classes. The firm employs multiple analytical methods and offers a platform for third-party advisors, managing both long- and short-term trading strategies under discretionary authority.

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.

Meredith Henderson is a financial advisor at Avail Investment Partners, LLC with 14 years of industry experience. She previously worked at Davenport & Company, LLC for 12 years and also has ties to Investment Research Partners LLC. Avail Investment Partners provides investment management and financial planning services to individuals, families, trusts, charitable organizations, foundations, businesses, and pension plans. The firm employs a top-down, evidence-based investment approach with a focus on fundamental analysis and utilizes a range of strategies, including alternative investments and artificial intelligence tools, to support its portfolio management.

Ryan Drake is a financial advisor with Commonwealth Retirement Investments LLC in Richmond, VA, holding CFP® and ChFC® designations and over 24 years of industry experience. He previously worked at Lincoln Financial Advisors Corp. for 16 years before joining Commonwealth Retirement Investments and Purshe Kaplan Sterling Investments in 2017. Drake serves as co-trustee of a family irrevocable trust. Commonwealth Retirement Advisors serves individual clients and families, particularly those approaching or in retirement, offering personalized financial planning and portfolio management on a primarily discretionary basis. The firm employs a structured process starting with comprehensive retirement planning and implements customized investment strategies using dividend-growth equities, diversified fixed income, tactical equity ETFs, and selective annuities.

James Peak is a financial advisor with Welcome Home Wealth Advisors LLC in North Chesterfield, VA, holding Series 63 and Series 65 licenses and having 11 years of industry experience. His prior roles include positions at LPL Financial LLC, Fidelity Personal and Workplace Advisors, and Cambridge Investment Research Advisors. Outside of his advisory work, he serves as a musician at Grace and Holy Trinity Church in Richmond, VA. Welcome Home Wealth Advisors LLC provides discretionary asset management and financial advisory services to individuals, business entities, and qualified retirement plans, often using fundamental and technical analysis alongside Modern Portfolio Theory. The firm also facilitates relationships with Sub-Advisors and Third-Party Managers and integrates insurance-related activities within its service offerings.

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.

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.

Robert Wrenn is a financial advisor with MidAtlantic Capital Management, Inc. in Richmond, VA, holding a Series 65 designation and 20 years of industry experience. He has been with MidAtlantic Capital Management since 2005. MidAtlantic Capital Management provides discretionary portfolio management and retirement plan advisory services to individuals, families, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a range of investment approaches including mutual funds, ETFs, and individual securities, with a focus on continuous management and ERISA-compliant plan services.

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.