Mark Wiseman is a Series 65-licensed advisor at Brown Edwards Wealth Strategies with 11 years of industry experience. He has been associated with Brown Edwards and related entities since 1989, including a partnership role at Brown, Edwards & Company LLP. Outside of his advisory role, he is a member of BEC Ventures, LLC. Brown Edwards Wealth Strategies provides discretionary and nondiscretionary portfolio management and employee benefit plan advisory services to individuals, qualified retirement plans, trusts, charities, corporations, and small businesses. The firm’s investment approach is based on Modern Portfolio Theory, focusing on diversified, primarily passive asset-class exposure with tools such as Monte Carlo simulations and periodic rebalancing.

Joshua Stamm is a financial advisor with Legacy Wealth Management Group, Inc. in Lynchburg, VA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Legacy Wealth Management Group since 2022 and is also involved in non-investment related businesses, including co-ownership of Legacy Auditorium, LLC and operations with Old Dominion Insurance Partners, LLC, which focuses on property and casualty insurance and Medicare supplements. Legacy Wealth Management Group, Inc. provides discretionary investment management, comprehensive financial planning, and consulting services to individuals and high net worth clients. The firm employs a customized investment approach with portfolio management strategies based on asset allocation, dollar-cost averaging, and technical analysis, serving approximately 963 client relationships through a team of seven advisors.

David Carter is a financial advisor at Forefront with 43 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Forefront Wealth Partners, LLC in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC for over 40 years. He is also a partner at Carter Financial Group Investment and Wealth Management Solutions, where he provides sales and service of insurance and investments. Forefront Wealth Partners is a team-based SEC-registered adviser serving individual clients, business owners, and corporate clients. The firm offers discretionary investment management, financial and estate planning, and cash-management services, utilizing customized portfolios and a multi-advisor structure that integrates related businesses and third-party managers.

Derek St. Clair is a financial advisor at Forefront with 16 years of industry experience. He holds Series 63 and Series 65 registrations and previously worked at Equitable Advisors and Prudential-affiliated firms for over a decade. Forefront Wealth Partners is a team-based SEC-registered advisory firm serving individuals, business owners, and corporate clients. The firm offers discretionary investment management and comprehensive financial planning, including estate-planning coordination and cash-management services.

Jacob Favaro is a CFP® professional with 11 years of industry experience. He is a partner at Brown, Edwards & Company, L.L.P. and has worked at Alliance Wealth Strategies dba Brown Edwards Wealth Strategies since 2023. Prior to that, he spent eight years at Keiter CPA's. Brown Edwards Wealth Strategies provides discretionary and nondiscretionary portfolio management and employee benefit plan advisory services to a range of clients including individuals, retirement plans, trusts, and small businesses. The firm employs a primarily passive, diversified investment approach based on Modern Portfolio Theory and utilizes tools such as Monte Carlo simulation and written investment policy statements to guide portfolio management.

Thomas Richards is a financial advisor with Wealthcare Advisory Partners LLC in Lynchburg, VA, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Richards also engages in insurance sales as a non-investment related activity. Wealthcare Advisory Partners LLC manages approximately $6 billion in client assets through a team of over 150 advisors. The firm serves individuals, trusts, estates, retirement plans, charitable organizations, and businesses, offering wealth management, financial planning, and access to alternative investments using a goals-based planning process supported by proprietary software and an evidence-based investment framework.

James Benet is a financial advisor with Sowell Management, holding Series 63 and Series 65 credentials and has 23 years of industry experience. He has been affiliated with Triumphant Portfolio Management, LLC and Sowell Management Services for the past 10 years. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services through an independent-contractor model with over 100 investment adviser representatives.

Jeffrey Helgeson is a financial advisor at StoneX Advisors Inc. with 35 years of industry experience. He holds the ChFC® designation and has been with StoneX Advisors since 2015. In addition to his advisory role, Helgeson has served as an adjunct professor teaching business and finance courses at Liberty University, Sweet Briar College, and Kentucky State University. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, and consulting services through a combination of independent advisors and an in-house Private Client Group. The firm utilizes various platforms and investment solutions, including proprietary models and third-party money managers.

Mark Miller is a CFP®-certified financial advisor with 47 years of industry experience. He is currently with Wealthcare Advisory Partners LLC and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he manages a feeder calf operation on weekends and evenings. Wealthcare Advisory Partners LLC manages approximately $6 billion in client assets through a team of over 150 advisors. The firm serves individuals, trusts, estates, retirement plans, charitable organizations, and businesses, employing a goals-based planning approach combined with an evidence-based investment framework.

Steven Catanzaro is a financial advisor at IP Financial Advisory Services LLC with 39 years of industry experience. He holds a Series 63 designation and has worked at several firms, including NEXT Financial Group and IBN Financial Services, Inc. Outside of his advisory role, he is involved in a men’s discipleship ministry focused on teaching and mentorship in Biblically based Christian doctrine. IP Financial Advisory Services LLC primarily serves individual retail clients, offering portfolio management, financial planning, and consulting services. The firm emphasizes personalized portfolios and discretionary management, with a focus on non-high-net-worth investors and retirement plan participants.

Shelli Richardson is a financial advisor at Royal Fund Management, LLC with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Impact Partnership Wealth, LLC and Prudential Insurance Company of America. Richardson also operates the Shelli Richardson Insurance Agency, Inc., where she serves as CEO and licensed insurance agent. Royal Fund Management serves individual investors, corporations, and retirement plans by providing portfolio management, financial planning, and pension consulting. The firm uses a variety of investment strategies tailored to client risk tolerance and manages portfolios under written Investment Policy Statements.

William Hunter Jr. is a financial advisor with Capitol Securities Management, Inc. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. In addition to his advisory role, he is president of HCI-EBS, Inc., an accounting, tax, and management consulting firm, and operates an independent law practice providing corporate and tax legal services. Capitol Securities Management serves individuals, including high-net-worth clients, as well as corporate, charitable, trustee, and plan sponsor clients. The firm offers brokerage and investment advisory services combined with financial planning, pension consulting, insurance products, and educational seminars, managing assets through various account structures and access to multiple money managers and model portfolios.

David Marshall is a CFA® charterholder with 32 years of industry experience. He has worked at Cantor Fitzgerald Investment Advisors since 2021 and previously spent 27 years at Flippin, Bruce & Porter. Marshall serves as a trustee and treasurer on the board of Patrick Henry Family Services, where he also chairs the investment and finance committees. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base, including individuals, institutions, and financial intermediaries. The firm offers proprietary ETF model portfolios and manages various registered investment companies and private pooled funds using a strategic asset allocation approach informed by macroeconomic research.

Ron Feinman is a financial advisor at CL Wealth Management LLC with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has a background that includes managing a law practice focused on elder law and structured settlements. Feinman is also actively involved with the Virginia Elder Law, PLLC as managing member and primary attorney, and has longstanding roles in structured settlement design and limited insurance sales. CL Wealth Management LLC is a multi-advisor SEC-registered firm serving individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm customizes investment strategies based on client objectives and risk tolerance, utilizing fundamental and technical analysis, with a significant portion of assets managed on a non-discretionary basis.

Paul Pittman is a ChFC® credentialed financial advisor at Wealthcare Advisory Partners LLC with one year of industry experience. His prior work includes roles at Advisornet Wealth Partners, Raedan Group, Synergistics International, and a long-standing position at Liberty University. He is also involved in fixed insurance activities. Wealthcare Advisory Partners LLC serves a diverse client base including individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm uses a goals-based financial advising approach supported by proprietary software and behavioral economics, blending passive and active investment strategies alongside quantitative and fundamental analysis.

Norman Darden III is a CFA® charterholder with 26 years of industry experience. He has worked at Cantor Fitzgerald Investment Advisors since 2021 and previously spent 22 years at Flippin, Bruce & Porter. Cantor Fitzgerald Investment Advisors, L.P. provides discretionary investment management and advisory services to a diverse client base, including individuals, high‑net‑worth investors, institutions, and financial intermediaries. The firm utilizes proprietary ETF model portfolios and employs strategic, tactical, and opportunistic asset allocation informed by macroeconomic research.

Joseph Morrell is a CFA® charterholder with 30 years of experience in the financial industry. He has worked at Cantor Fitzgerald Investment Advisors since 2021 and previously spent 26 years at Flippin, Bruce & Porter. Cantor Fitzgerald Investment Advisors, L.P. provides discretionary investment management and advisory services to a diverse client base, including individual and high-net-worth investors, institutions, and financial intermediaries. The firm utilizes proprietary ETF model portfolios based on asset allocation, portfolio construction, and periodic rebalancing, implementing strategic, tactical, and opportunistic asset allocation approaches informed by macroeconomic research.

Janice Parker is a financial advisor with Voya Financial Advisors, Inc. She holds Series 63 and Series 65 credentials and has 20 years of industry experience. Prior to joining Voya in 2025, she worked for ICMA Retirement Corporation for 11 years. Voya Financial Advisors serves a diverse client base, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, and consulting services through a variety of program structures, emphasizing recommendation-based relationships over discretionary management.

William Barksdale IV is a financial advisor with Davenport & Company LLC based in Lynchburg, VA. He holds Series 63 and Series 65 licenses and has 45 years of industry experience. He has been with Davenport & Company LLC since 1997. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, and nonprofits, providing asset management, brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s investment approach involves dedicated portfolio manager teams and a Manager Research team that oversees a range of strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Christopher Mccown is a financial advisor with Eagle Strategies (New York Life) based in Lynchburg, VA, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has worked with Eagle Strategies since 2019 and has an extensive background with New York Life and Nylife Securities. Outside of his advisory role, he operates McCown Financial Group, focusing on selling New York Life products and brokering non-registered insurance products. Eagle Strategies serves a diverse group of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored solutions through multiple program types and manages the majority of its assets on a non-discretionary basis.