Liam Methven is a financial advisor at Forum Financial Management, LP with one year of industry experience. He holds a Series 65 designation and previously worked at Red Ventures. Outside of his advisory role, he is also involved in insurance sales as a licensed insurance agent. Forum Financial Management, LP provides fee-based wealth management, financial planning, qualified plan services, and educational workshops to individual and institutional clients. The firm also serves as a sub-advisor and turnkey asset management platform for other independent RIAs, managing portfolios primarily with DFA institutional mutual funds and ETFs following a Modern Portfolio Theory approach.

Aaron Gibbs is a financial advisor at Savvy with 19 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at firms including Claris Financial, LPL Financial, and Triad Advisors. Gibbs is also the managing director of Gibbs Financial Services LLC, an investment-related business. Savvy provides investment and financial planning services to individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations. The firm builds customized, primarily index-based investment plans and utilizes third-party sub-advisers and technology platforms to support a variety of strategies and client needs.

Julie Manning is a financial advisor with Prosperity Capital Advisors in Powhatan, VA, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. She previously worked at Global Financial Private Capital, LLC and Financial Dynamics and Associates. Outside of advisory work, she serves as an instructor for the Virginia chapter of the American Financial Education Alliance, conducting seminars on financial literacy, and holds leadership roles as Co-Chair of the Brookland Manor Home Owners Association and Special Events Coordinator for the Powhatan Rotary Club. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base including individuals, businesses, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach utilizing mutual funds, ETFs, SMAs, and alternative solutions, and offers institutional, sub-advisory, and fiduciary services.

Samuel Williams is a financial advisor at Forum Financial Management, LP with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Ohio National Financial Services and Northwestern Mutual. Outside of his advisory role, he serves on the Board of Trustees for Trinity Episcopal School in Richmond, VA. Forum Financial Management, LP provides fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients. The firm also acts as a sub-advisor and turnkey asset management platform for independent RIAs, managing portfolios primarily using DFA institutional mutual funds and ETFs within a Modern Portfolio Theory framework.

Nathaniel Robinson is a CFP® with nine years of industry experience, currently with CW Advisors, LLC. He previously worked at Campbell Wealth Management, Inc. and CG Advisory Services. His background also includes a two-year period with the Colorado Springs Switchbacks. CW Advisors, LLC is a multi-team advisory firm offering investment management, comprehensive wealth planning, and family office services to a diverse clientele, including high-net-worth individuals, trusts, estates, and business entities. The firm utilizes a Core-and-Satellite investment approach with a mix of active, passive, quantitative, and ESG strategies, supported by an Investment Oversight Committee and integration within the larger Osaic corporate group.

Joseph Mcvey is a financial advisor with FourStar Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and over 43 years of industry experience. His prior roles include positions at UBS Financial Services Inc. and Morgan Stanley, where he worked from 2009 to 2019. Outside of his advisory work, he is a co-owner of Cypress Ice, LLC, a retail business focused on vending ice and purified water. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering financial planning, discretionary portfolio management, and retirement-plan consulting. The firm combines fundamental and technical analysis to manage tailored portfolios primarily on a discretionary basis and also operates private funds and pooled investment vehicles.

Jone Liuzza is a financial advisor with Principal Financial Services in Midlothian, VA, holding Series 63 and Series 65 credentials and six years of industry experience. Prior to joining Principal, Liuzza worked for ACG from 2011 to 2023. Liuzza also serves as a bank officer at Principal Bank and Principal Trust Company to support retirement plan account relationships across the firm’s offerings. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and business entities. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Andrew Castellano is a financial advisor at Truist Advisory Services with 29 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Truist Investment Services since 2000 and Truist Advisory Services since 2016. Castellano serves as a trustee for Norfolk Collegiate School, participating in governance decisions for the private school. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary approaches, uses third-party platforms for manager selection and due diligence, and emphasizes inter-affiliate integration across its services.

Matthew Clark is a financial advisor at PlanMember Securities Corporation with 11 years of industry experience. He holds the Series 66 designation and has worked at Virginia Retirement Specialists, Inc., PlanMember Securities Corporation, GWN SECURITIES, Inc., and Financial U. Clark operates a self-employed insurance sales and services business alongside his advisory role. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach and manages unitized, risk-based mutual fund portfolios ranging from conservative to aggressive.

John Dennis is a financial advisor with Principal Financial Services, holding a Series 66 designation and bringing 21 years of industry experience. He has been associated with Principal Life Insurance Company since 2005 and IronWorks Financial since 2018. Outside of his advisory role, he is a co-owner of Gingersnap Ventures, LLC, a real estate holding company. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Danielle Browne is a financial advisor at Wealthspire Advisors with one year of industry experience. She holds the Series 66 designation and previously worked at Edward Jones, Pinion, Fiduciary Counselling, Inc., and Wolcott Rivers Gates. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients, including individuals, corporate and pension plans, nonprofits, and foundations. The firm uses an institutional-style asset allocation framework with a diversified mix of investments and provides tailored wealth management, financial planning, and retirement consulting services.

Gary Wilson is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with Kestra Advisory, having joined in 2026, and previously worked at InVirtus Wealth Partners, Commonwealth Financial Network, and Edward Jones. Outside of his advisory duties, he is the owner of Wilson Wealth Management, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, and investment advice, supporting large institutional investors and utilizing multiple management platforms.

Susan Seitter is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and 26 years of industry experience. She has worked with SunTrust Advisory Services and SunTrust Investment Services since 2013. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and a supervisory Investment Advisory Group.

Jessi Burkey is a financial advisor with Truist Advisory Services, holding a Series 66 designation and bringing 21 years of industry experience. She has worked at Truist Investment Services and BB&T Securities, with a combined tenure at her current firm since 2014. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a mix of discretionary and non-discretionary approaches, supported by third-party platforms and AI-enhanced research, with a notable level of inter-affiliate integration across its services.

Joseph Wiggins is a CFP®-designated financial advisor with Wealthspire Advisors LLC, bringing 33 years of industry experience. He has held leadership roles at Actuarial Consulting Group, Inc. and ACG Advisory Services, Inc. since 1998 and is the owner of Clover Holdings, LLC, a real estate investment firm. Wealthspire Advisors is an SEC-registered adviser managing approximately $34.3 billion in assets for nearly 9,700 clients, serving individuals, corporations, nonprofits, and pension plans. The firm employs an institutional-style asset allocation framework utilizing a diverse mix of investments, and offers wealth management, retirement-plan consulting, and additional trustee-related services.

Stephanie Trentham is a financial advisor at Creative Planning with 14 years of industry experience. She holds the CFP® and Series 66 designations. Her prior experience includes roles at Advisors Capital Management, LLC and Dominion Investor Services, Inc. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and emphasizes a financial planning–led investment process with a range of strategies supported by a large advisory team and centralized infrastructure.

Jacob Scott is a CFP® professional affiliated with Wealthspire Advisors, with eight years of industry experience. His prior roles include positions at ACG Wealth Management, Valic Financial Advisors, Wells Fargo, and LPL Financial. Wealthspire Advisors serves a diverse client base, including individuals, corporations, retirement plans, and nonprofit organizations, offering comprehensive wealth management and financial planning services. The firm employs a relationship-driven, customized investment approach emphasizing diversified, institutional-style asset allocation and ongoing portfolio management.

Walker Smithson is a Series 66-registered financial advisor with Kestra Advisory, based in Midlothian, VA, and has four years of industry experience. His prior roles include positions at Fidelity Investments, Commonwealth Financial Network, and Davenport & Company LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm serves a diverse client base including large institutional investors and sovereign wealth funds, with approximately $79.8 billion in assets under management.

Victor Kane Jr. is a financial advisor at Truist Advisory Services with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Truist and its predecessor firms since 2010. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Frank Oley Sr. is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 credentials and possessing 29 years of industry experience. He has been with Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2007. Outside of his advisory role, Oley operates several life insurance brokerage businesses, including his own firm, 1847 Financial, providing financial services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, employing a variety of asset management arrangements and custodial capabilities.