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.

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.

John Depew is a financial advisor at MidAtlantic Capital Management, Inc. in Midlothian, VA, holding Series 63 and Series 65 licenses with 29 years of industry experience. He has been with MidAtlantic Capital Management since 1992. MidAtlantic Capital Management, Inc. provides discretionary portfolio management and retirement plan advisory services to individuals, families, pension and profit-sharing plans, charitable organizations, and corporations. The firm uses a combination of fundamental, technical, quantitative, and qualitative analysis to manage investments, offering customized model portfolios and ongoing monitoring within client-defined guidelines.

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.

Eric Jackson is a financial advisor at Cobblestone Asset Management in Richmond, VA, holding the CFP®, CFA®, and Series 66 designations with six years of industry experience. Prior to joining Cobblestone, he worked at Capitol Securities Management Inc. and Envestnet MONEY GUIDE PRO. He serves as an officer and board member for the Sigma Alpha Epsilon Fraternity, managing its alumni database and active member relations. Cobblestone Asset Management provides discretionary portfolio management and advisory services to individuals, corporations, and other financial advisors, tailoring portfolios through a combination of quantitative, fundamental, technical, and modern portfolio theory analyses. The firm offers customized investment strategies including ETFs, equities, fixed income, and more, while sponsoring a wrap fee program and managing over $250 million in discretionary assets.

Raymond Kanyo is a financial advisor at Taylor Hoffman Capital Management with seven years of industry experience. He holds a Series 65 credential and previously worked at the University of Richmond for four years. He has been with Taylor Hoffman Wealth Management since 2018. Taylor Hoffman Capital Management provides comprehensive 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 a private investment fund alongside individual client portfolios.

Lucas Swygard is a financial advisor at James River Asset Management, LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Financial Engines Advisors L.L.C. and Virginia Commercial Finance. Swygard is part of a five-advisor team serving clients from Midlothian, VA. James River Asset Management serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management, integrated financial planning, and pension consulting. The firm uses proprietary model portfolios with a long-term investment approach and provides participant education and investment seminars as part of its services.

Keith Halstead is a financial advisor at Grip Financial, LLC, holding a Series 65 designation with less than one year of industry experience. Prior to entering the financial sector, he worked for 19 years with Frederick County Public Schools and briefly at Blue Ridge Bicycles. Grip Financial LLC provides discretionary asset management and financial planning primarily for high net worth individuals. The firm offers tailored investment strategies and educational seminars, combining fundamental analysis with various investment approaches.

John Bowen is a CFP® and Series 65-licensed advisor with eight years of experience at Bowen Financial Services, LLC. He also works as a tax preparer at John G. Bowen & Company, LLC, a CPA firm unrelated to investment advisory services. Prior to his financial career, he held roles at Virginia Commonwealth University and Martin's Food. Bowen Financial Services, LLC provides fee-only financial planning and discretionary investment management for individuals, families, trusts, estates, and certain small businesses. The firm emphasizes a strategic asset-allocation approach using low-cost, tax-efficient mutual funds and ETFs, and it integrates tax compliance and consulting through an affiliated CPA practice.

Samantha Vicchiarelli is a financial advisor at Alexis Advisors with nine years of industry experience. She holds the ChFC® designation and Series 66 license. Her prior experience includes roles at Bank of America, Merrill Lynch, and she was also involved in managing a bar business for six years. Samantha serves as a trustee of a third-party irrevocable trust for her mother. Alexis Advisors, LLC 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 incorporates ESG criteria in its investment process.

Marshall Schutt is a financial advisor at Schutt Capital Management LLC in Richmond, VA, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has been with Schutt Capital Management since 2008. Schutt Capital Management provides discretionary investment management through a private investment fund, two pooled real estate LLCs, and separately managed accounts, serving individuals, trusts, partnerships, and corporations. The firm follows a value-investing approach focused on public equities, corporate and municipal debt, private-company securities, and direct real estate, with additional use of options and ETFs for hedging or income generation.

Michael Gilman is a financial advisor at Grip Financial, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Carlson Financial and SunTrust Bank. Outside of his advisory role, he serves as Treasurer for New Life Church Powhatan. Grip Financial LLC provides discretionary asset management and financial planning primarily for high net worth individuals. The firm offers tailored investment strategies using fundamental analysis and various approaches, alongside educational seminars and comprehensive financial planning services.

Timothy Short is a Series 65-licensed financial advisor with five years of industry experience. He is currently with Welcome Home Wealth Advisors LLC and has prior experience with Foundations Investment Advisors LLC and Wealth Preservers, Inc. He is also active as an insurance agent, involved in the sale of various insurance products. Welcome Home Wealth Advisors LLC provides discretionary asset management and financial advisory services to individuals, business entities, and qualified retirement plans, often acting as a limited-scope ERISA 3(21) fiduciary. The firm employs a range of investment methods including fundamental and technical analysis and Modern Portfolio Theory, and integrates licensed insurance activities alongside investment advisory services.

Ralph Short Jr. is a financial advisor at Welcome Home Wealth Advisors LLC with 35 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several related firms, including Foundations Investment Advisors and Wealth Preservers, Inc., where he also owns and operates insurance and retirement planning businesses. Welcome Home Wealth Advisors LLC provides discretionary asset management and financial advisory services to individuals, business entities, and qualified retirement plans. The firm integrates insurance services with its investment offerings and uses a client-focused approach that incorporates fundamental and technical analysis as well as Modern Portfolio Theory.

John Bowen is a CFP® professional with 26 years of industry experience and has been a CPA since 1992. He is the owner of Bowen Financial Services, LLC, located in Midlothian, VA, where he serves as one of three advisors. Bowen also operates a separate CPA firm, providing tax compliance and consulting services. Bowen Financial Services, LLC offers fee-only financial planning and discretionary investment management for individuals, families, trusts, estates, and certain small businesses. The firm emphasizes strategic asset allocation with broad diversification, using low-cost, tax-efficient mutual funds and ETFs, and integrates tax and investment planning through its affiliation with a CPA practice.

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.

Janet Wills is a CFP® with 35 years of industry experience, currently serving at Wills Financial Group, LLC. She has been affiliated with the Wills Financial Group entities since 1989. Wills Financial Group, LLC provides discretionary portfolio management and advisory services to individuals, families, retirement plans, trusts, estates, and foundations. The firm employs fundamental security analysis and maintains balanced allocations across various asset classes, managing over $360 million in discretionary assets as of December 2024.

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.