Suzanne Grason is a CFP® certificant with over 21 years of industry experience. She is currently a financial advisor at Spark Financial Advisors, where she has worked since 2022. Her prior experience includes roles at Cerity Partners LLC, FJY Financial, and Ameriprise Financial Services, Inc. Grason serves as President of the FPA Central Virginia Chapter board and is a board member of the National Capital Chapter of the Society of Financial Services Professionals, participating in Women in Finance initiatives. Spark Financial Advisors serves individual clients, charitable organizations, and employers by providing wealth management, financial planning, and employee benefit plan services. The firm focuses on passive, diversified portfolios using low-cost index funds and ETFs, with options for values-based investing, and operates under a fee-only fiduciary model.

Diana Thompson is a Series 65 licensed advisor at Sovereign Capital Vantage, Inc. with nine years of experience at the firm and a total of 21 years in the industry. Prior to her current role, she worked in public schools in Hanover County and Desoto County for a total of 12 years. She is also a corporate Secretary and owner of Sovereign Capital Vantage, where she manages corporate responsibilities alongside her advisory duties. Sovereign Capital Vantage, Inc. is a fee-based advisory firm serving individual and high-net-worth clients through discretionary portfolio management and hourly financial planning. The firm oversees approximately $26.8 million for about 68 clients across three offices, using a blend of fundamental and technical analysis and offering services for both custodied and held-away retirement accounts.

Alexander Scott is a financial advisor at Alpha Advisors, LLC in Richmond, VA, holding a Series 65 designation with 14 years of industry experience. He has been with Alpha Advisors since 2013. Alpha Advisors serves primarily individuals and families, managing approximately $256 million in assets across roughly 115 clients. The firm focuses on discretionary portfolio management with an emphasis on asset allocation and diversification, using no-load mutual funds, ETFs, and separately managed accounts to implement customized model portfolios.

Craig Smelley is a financial advisor with Virginia Investment Advisory, Inc. He holds Series 63 and Series 65 licenses and has 43 years of industry experience. He has been associated with American Portfolios Financial Services, Inc. since 2004 and with Virginia Investment Advisory since 1995. Smelley is also a licensed insurance agent. Virginia Investment Advisory provides wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm emphasizes a goal-driven process focused on asset allocation, diversification, and risk management, utilizing fundamental, technical, and chart analysis alongside access to third-party manager networks and fund platforms.

Todd Kuimjian is a financial advisor at Virginia Estate and Retirement Planning Advisors, Inc. with one year of industry experience. He holds the CFA® designation and Series 63 and 65 licenses. Prior to joining his current firm, he worked at Comerica Bank for four years and has been a partner and consultant at D&K CPAs, a tax preparation and consulting firm, since 2009. Virginia Estate and Retirement Planning Advisors, Inc. provides discretionary investment management and comprehensive financial planning services to individual and high-net-worth clients. The firm uses a combination of fundamental, technical, and cyclical analysis to guide investment decisions and offers ongoing portfolio oversight aligned with clients’ goals.

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.

Marianne Esche is a financial advisor with Wealthspire Advisors in Reston, VA. She holds a Series 65 credential and has three years of industry experience. Prior to her current role, she worked at Simplicity Wealth Management and has a background in education, having taught at middle and high school levels as well as at Virginia Tech. Wealthspire Advisors serves a broad range of clients, including individuals, corporations, retirement plans, and nonprofit organizations. The firm offers wealth management, financial planning, and trustee services through a customized, relationship-driven process that emphasizes diversified, institutional-style asset allocation and ongoing portfolio oversight.

Christine Centeno is a financial advisor at Simplicity Wealth Management with 18 years of industry experience. She holds the CFP® designation and Series 66 license. Her prior experience includes roles at Virginia Commonwealth University, Atlas Financial, Salomon and Ludwin, LLC, and Wells Fargo Advisors. Simplicity Wealth Management serves individual clients, charitable organizations, and corporate plan sponsors, offering discretionary portfolio management, written financial planning, and advisory services for employer-sponsored retirement plans. The firm primarily uses a passive investment approach with index funds and ETFs, supplemented by fundamental and technical analysis, and provides ongoing subscription-style financial planning along with employee benefit plan advisory services.

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.

Joseph Cervinka is a financial advisor at Accurate Capital and Wealth LLC with two years of industry experience. He holds a Series 65 designation and has been involved in insurance sales and services through Reliant Retirement Corporation since 2017. Kingsguard Capital primarily serves individual clients with discretionary portfolio management and ongoing investment monitoring, using model portfolios and third-party managers. The firm emphasizes asset allocation, periodic rebalancing, and manager oversight consistent with a Modern Portfolio/Efficient Market approach.

William Vernon is a financial advisor at Vernon Management Group, Incorporated, with a Series 65 credential and three years of industry experience. Prior to joining Vernon Management Group, he worked at the Country Club of Virginia and spent 15 years in education. Vernon Management Group serves individual and high-net-worth clients, trusts, estates, pension plans, and other entities, primarily through separately managed accounts. The firm emphasizes a proprietary, trend-focused investment process that incorporates technical analysis, charting, and backtesting, offering discretionary and non-discretionary portfolio management alongside comprehensive financial planning and consulting services.

Jameson Ford is a financial advisor with Accurate Capital and Wealth LLC, holding a Series 65 credential and beginning his industry career in 2023. He has experience working with Reliant Retirement Corporation alongside his role at Accurate Capital and Wealth. 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 platforms. The firm also sells insurance products on a commission basis and conducts public educational seminars on investment topics.

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.

Sarah Byrd is a financial advisor at Alpha Advisors, LLC in Richmond, VA, holding a Series 65 designation with 22 years of industry experience. She has been with Alpha Advisors since 2004. Outside of her advisory work, she serves part-time as a bookkeeper for TEI. Alpha Advisors primarily serves individuals and families with approximately 115 clients and $256 million in assets under management. The firm focuses on discretionary portfolio management with an emphasis on asset allocation and diversification, using no‑load mutual funds, ETFs, and separately managed account services.

Richard Vernon is a financial advisor at Vernon Management Group, Incorporated with six years at the firm and three years of industry experience. He holds a Series 65 designation. Outside of his advisory role, Vernon is the owner of Blue Sky Life & Annuities, a business that sells life insurance and fixed annuities. Vernon Management Group serves individual and high-net-worth clients, as well as trusts, estates, and pension plans, primarily through separately managed accounts. The firm employs a proprietary, trend-focused investment approach based on technical analysis and active daily portfolio monitoring.

Isaac Pino is a financial advisor with Shrier Associates, LLC in Richmond, VA, holding a Series 65 credential and 10 years of industry experience. Prior to joining Shrier Associates in 2024, he worked at Huckleberry Capital Management for eight years and Redwood Valuation Partners for two years. He is also the CFO of Fern Leaf Interactive, LLC, a software company that uses climate data for community resilience planning. Shrier Associates provides investment management, financial planning, and pension consulting services to individuals, trusts, estates, businesses, and qualified retirement plans. The firm manages approximately $85.9 million in client assets, focusing on customized, long-term asset allocations implemented through a variety of investment vehicles and offering both discretionary and non-discretionary client engagements.

Peter Walls is a financial advisor at Kinloch Capital, LLC in Glen Allen, VA, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has worked at Bank of America and Merrill Lynch from 2009 to 2019 before joining Kinloch Capital in 2019. Kinloch Capital advises individuals, trusts, non-profits, pensions, and businesses, focusing on discretionary asset management, financial planning, and divorce planning services. The firm employs a dynamic, technically driven investment approach using proprietary model portfolios and emphasizes tax efficiency and low-cost investment vehicles.

Dustin Newton is a CFP® with nine years of industry experience, currently serving as a financial advisor at Ascent Financial Group since 2020. His prior roles include positions at LPL Financial, Cetera Advisors, and S&P Global Market Intelligence. Outside of advising, he is a partner in a family real estate rental business. Ascent Financial Group provides comprehensive financial planning and portfolio management primarily for individual and high-net-worth clients. The firm applies a mix of fundamental, technical, cyclical, and economic analysis to manage client accounts on a discretionary basis, delivering ongoing planner access and regular portfolio monitoring.

Justin Hochstein is a financial advisor with Highstone Group in Richmond, VA, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at Highstone Group since 2002 and Silver Oak Securities since 2018. He is also the sole owner of Hochstein RIA, a fee-based registered investment advisor firm focused on managing investment portfolios and financial planning. Highstone Group provides advisory services to individuals, businesses, trusts, and retirement accounts, serving 174 client households with approximately $263.9 million in assets under management. The firm offers comprehensive financial planning, tax planning, investment consulting, and portfolio management, generally managing assets on a non-discretionary basis with client approval required for transactions.