Bonnie Smallwood is a financial advisor at Tone Capital, LLC with 35 years of industry experience. She has held positions at Bb&T Securities, LLC and Scott & Stringfellow, Inc., where she worked for 4 and 20 years respectively. She holds Series 63 and Series 65 credentials. Tone Capital, LLC provides discretionary and non-discretionary portfolio management, wealth management, financial planning, and retirement plan advisory services for individual, high-net-worth, and institutional clients. The firm employs a variety of analytic methods and offers both bespoke wealth management and goal-based digital platforms, managing approximately $103.2 million in assets across about 150 client relationships.

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 Series 66-licensed advisor with 13 years of industry experience. He is currently with Taylor Hoffman Capital Management and has held prior positions at Purshe Kaplan Sterling Investments and Morgan Stanley. Outside of his advisory work, he serves as treasurer for Richmond Parliament, a 501(c)(7) organization, and as vice president of the Campbell University Central Virginia Alumni Chapter. Taylor Hoffman Capital Management provides wealth management, financial planning, and investment advisory services to individuals, trusts, estates, and retirement plans. The firm combines strategic asset allocation with fundamental research and manages a private investment fund under Regulation D.

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® with 29 years of experience in the financial services industry. He is currently with Watch Hill Financial Inc. in Richmond, VA, where he has worked since 2023. His prior experience includes roles at Select Brokers, LLC, Minnesota Life Insurance Company, and Securian Financial Services Inc. Outside of advising, Mr. Muth is the owner of Muth Financial LLC, an independent CPA firm. 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, institutions, and governmental entities. The firm employs a goals-based, long-term investment approach using macroeconomic, fundamental, cyclical, and technical analysis to build diversified portfolios and offers discretionary management along with access to accounting services through its CPA affiliate.

Brandon Taylor is a financial advisor at Taylor Hoffman Capital Management with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Purshe Kaplan Sterling Investments, Morgan Stanley, Citigroup Global Markets, and UBS Financial Services. Outside of his advisory roles, he serves as director and treasurer of the James Monroe Memorial Foundation. Taylor Hoffman Capital Management provides wealth management, financial planning, investment management, and consulting services to individuals, trusts, estates, and retirement plans. The firm’s investment approach combines strategic asset allocation with bottom-up fundamental research and manages a private pooled investment fund 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.

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.

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.

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.

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.

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.

Andrew Holpe is a financial advisor at Richmond Quantitative Advisors, LLC with 13 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at KPMG LLP and KPMG Corporate Finance LLC. He is also a general partner of New Core Investment Partners, LLC, which manages the New Core Quantitative, LP fund. Richmond Quantitative Advisors 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 approach with tactical, dynamically rebalanced models and offers specialized services including cryptocurrency portfolio management and consulting on portfolio optimization and machine learning methods.

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 at Shrier Associates, LLC with 10 years of industry experience. He holds a Series 65 designation and has previously worked at Huckleberry Capital Management and Redwood Valuation Partners, LLC. Outside of financial advising, he serves as CFO of Fern Leaf Interactive, a software company focused on using climate data for community resilience planning. Shrier Associates provides investment management, financial planning, pension consulting, and ERISA 3(21) advisory services to individuals, trusts, businesses, non-profits, and retirement-plan sponsors. The firm uses a long-term, tailored investment approach with strategic asset allocation centered on low-cost mutual funds and ETFs, supplemented by other vehicles as appropriate.