Kenneth Shigley is a financial advisor at TM2, LLC with 21 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Taymor Capital, LLC, Wells Fargo Clearing, Hayden Harper Wealth Advisory, LLC, and Edmunds White Partners LLC. TM2, LLC provides discretionary portfolio management primarily to individual investors, including high-net-worth clients, with a focus on small- and micro-capitalization stocks supported by fundamental research. The firm offers tailored investment advisory services with flexible fee structures uncommon in its registration category.

Jeffrey Goodstein is a financial advisor at Insight Financial, Inc. in Richmond, VA, with 29 years of industry experience. He holds Series 63 and Series 65 designations and has been with Insight Financial since 1999. Insight Financial serves individual investors, including high-net-worth clients, trusts, and retirement accounts, managing a small, discretionary client roster with approximately $25 million in assets. The firm combines fundamental and technical analysis to tailor portfolios and offers a unique short-term, actively traded bond strategy known as the 20:20 Bond Strategy.

John Polemis is a financial advisor at Sphinx Investments LLC with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, he is involved in outside insurance sales. Sphinx Investments LLC provides discretionary portfolio management and financial planning to individual, high-net-worth, and institutional clients. The firm manages separate accounts and serves as adviser to the Sphinx Opportunity Fund II, employing fundamental analysis, modern portfolio theory, and a long-term trading approach that includes allocations to private funds and other less liquid investment vehicles.

John Flounders is a financial advisor at Roseline Capitol Advisors, LLC in Richmond, VA, with 23 years of industry experience. He holds a Series 65 designation and has worked at Roseline Tax Advisors, Roseline Financial Group, and Roseline Capitol Advisors since 2005, following two years at KPMG Investment Advisors. Roseline Capitol Advisors serves primarily high-net-worth individuals, trusts, and retirement accounts with discretionary and non-discretionary portfolio management and investment consulting. The firm utilizes multiple methods of analysis to build model-based or customized portfolios and coordinates tax and investment services through its affiliation with an accounting/CPA practice.

John Cervinka is a Series 65-licensed advisor at Accurate Capital and Wealth LLC with 2 years of industry experience. Prior to joining the firm, he was a full-time student for 16 years. Accurate Capital and Wealth LLC provides fee-based investment management and financial planning primarily to individual clients, utilizing third-party portfolio managers and supported platforms. The firm combines investment services with insurance product sales and conducts public educational seminars on investment topics.

Jessica Cervinka is a financial advisor at Accurate Capital and Wealth LLC with eight years of industry experience. She holds a Series 65 credential and has worked at Accurate Capital and Wealth LLC since 2018. Cervinka is also an insurance agent affiliated with Reliant Retirement Corporation. Accurate Capital and Wealth LLC provides fee-based investment management and financial planning primarily to individual clients, utilizing third-party portfolio managers and co-advisor arrangements. The firm also offers insurance products on a commission basis and conducts public educational seminars on investment topics.

Michael Grizzard is a financial advisor at Elemental Capital Management, LLC with 23 years of industry experience. He has been with Elemental Capital Management since 2008 and holds the Series 66 designation. Elemental Capital Management provides discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a bottom-up, fundamental investment process and manages portfolios primarily on a discretionary basis, focusing on internally managed assets and transparency in performance reporting.

William Bonwell is a CFP® with 30 years of industry experience and the principal of Bonwell Capital Management, LLC, where he has worked since 2006. He also operates as an independent insurance agent, providing life and health insurance services as part of his comprehensive financial planning. Bonwell Capital Management advises individuals, trusts, foundations, retirement plans, and corporations, offering personalized financial planning, investment management, and consulting. The firm develops client-specific asset allocation guidelines and manages portfolios using a range of securities, focusing on fundamental research and tax-efficient implementation.

John Paxton is a financial advisor at Claris Financial, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Claris Financial since 2009, with prior experience at LPL Financial LLC and Triad Advisors, Inc. He is a passive investor in a holding company that owns several compliance consulting subsidiaries. Claris Financial, LLC provides fee-based portfolio management and advisory services to individuals, families, small businesses, trusts, and foundations, including management of 401(k)/403(b) participant accounts. The firm employs a flexible, client-specific investment approach combining fundamental and technical analysis, investing across various asset classes and offering both discretionary and non-discretionary management.

Harvey Abbott is a Series 65-licensed financial advisor with 16 years of experience, currently serving at Frontier Financial Partners, LLC since 2010. He is based in Richmond, VA, and works within a four-advisor team. Frontier Financial Partners provides personalized financial planning and investment management to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a factor-investing, core-and-satellite approach using passive index funds and ETFs as the core, supplemented by active funds or alternatives in satellite positions, with global diversification.

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.

Trey Ellington is a CFP® with three years of industry experience, currently advising at Steelhead Wealth Management. Prior to joining Steelhead, he worked with Northwestern Mutual Wealth Management Company and CapTech Ventures. Steelhead Wealth Management serves employer plan sponsors, trusts, estates, charitable organizations, corporations, and other business entities by providing discretionary investment management, financial consulting, and retirement plan advisory services. The firm uses a mix of securities along with quantitative and qualitative analysis to guide portfolio construction and manages approximately $342 million in discretionary assets.

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.

Alicia Borghi is a financial advisor at Z3 Capital Partners with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Raymond James Financial Services Advisors Inc. and Wells Fargo Advisors. Z3 Capital Partners provides discretionary investment management and integrated financial planning to individuals, including high-net-worth clients, as well as family offices, trusts, estates, private foundations, businesses, and business owners. The firm employs fundamental analysis and active portfolio management within a structured framework to align income, growth, and higher-growth allocations, primarily managing accounts on a discretionary basis through a wrap fee program.

Amy Kemp is a financial advisor with Paragon Financial Services in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. She previously worked at Dorsey Wright & Associates from 2010 to 2018 before joining Paragon in 2018. Kemp operates through Paragon as an independent investment advisor. Paragon Financial Services serves individual clients, including high-net-worth households, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers portfolio management, financial planning, and advisory consulting, combining fundamental and technical analysis with tactical, quantitatively informed strategies, and maintains formal affiliations for estate planning and tax coordination.

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.

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.

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.