William Ryder is a CFA® charterholder with 32 years of industry experience. He is currently with RiverFront Investment Group, LLC, where he has worked since 2016. His prior experience includes roles at Alps Distributors, Inc. and Wells Fargo Clearing. RiverFront Investment Group provides investment management services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm uses a valuation framework combined with tactical asset allocation and security selection across global fixed income and equities, implementing strategies through various model delivery platforms and customized portfolio solutions.

Ronald Bell Jr. is a financial advisor at Cornerstone Wealth Management, LLC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Cornerstone Wealth Management and LPL Financial since 2013. Cornerstone Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm uses a multi-brand operating model supported by LPL platform programs and technology to deliver tailored investment advice and asset management services.

Christopher Culbertson is a CFA® charterholder with nine years of industry experience. He is currently with Brockenbrough in Richmond, VA, where he has worked since 2019. Prior to that, he was with Verger Capital Management LLC from 2014 to 2018. Brockenbrough provides discretionary and non-discretionary investment management and Outsourced Chief Investment Officer (OCIO) services to high-net-worth individuals, trusts, foundations, endowments, and other institutional clients. Founded in 1970, the firm manages approximately $4.3 billion in client assets and offers customized portfolios using a blend of traditional and non-traditional asset classes alongside proprietary and third-party strategies.

Taylor Bryan is a CFA® charterholder with seven years of industry experience, currently serving as an Associate Portfolio Manager at RiverFront Investment Group, LLC in Richmond, VA. He has worked at RiverFront since 2017 with a break for education at the University of Virginia and has also held a registered representative role at ALPS Distributors. Bryan serves on the CFA Society of Virginia Leadership Advisory Council. RiverFront Investment Group provides investment management services to individual investors, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a valuation-based Price Matters® framework combined with tactical asset allocation and global security selection, delivering strategies through various platforms including separately managed accounts and unified managed accounts.

Virginia Pillow is a financial advisor at Mutual Of Omaha Investor Services, Inc. with 13 years of industry experience. She holds the ChFC® designation along with Series 65 and Series 63 licenses. In addition to her advisory role, she is an insurance agent specializing in life, health, dental, and annuities. Mutual Of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm works primarily through a platform relationship with Envestnet and integrates broker-dealer and insurance distribution services within the Mutual of Omaha group.

Peter Quinn Jr. is a financial advisor at RiverFront Investment Group, LLC with 40 years of industry experience. He has held roles at RiverFront since 2016 and previously worked at Alps Distributors, Inc. and Davenport & Company LLC. Outside of his advisory work, he serves on the board of the Virginia Institute of Marine Science Foundation. RiverFront Investment Group provides investment management services to individual investors, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm utilizes a Price Matters® valuation framework combined with tactical asset allocation and global security selection, offering portfolios through wrap-fee programs and custom solutions.

Sarah Harris is a CFP® with 13 years of industry experience, currently with Waverly Advisors, LLC. She previously worked at Heartwood Wealth Advisors for five years and SBK Financial, Inc. for seven years. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private-markets allocations, offering both discretionary and non-discretionary portfolio management along with financial planning and retirement plan consulting services.

Kristen Secor is a financial advisor at OnePoint BFG Wealth Partners with four years of industry experience. She holds the ChFC® and Series 63 designations. Her career background includes roles at Northwestern Mutual Wealth Management and Investment Services, as well as earlier experience with Jeffrey Miller. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individual investors, business entities, retirement plans, trusts, estates, and charitable organizations, utilizing a mix of third-party managers, proprietary investment models, and technology integrations.

Timothy Nasworthy is a CFP® with 14 years of industry experience currently advising at MissionSquare Retirement. He has held roles at Icma Rc, Pie-Tech Inc, Teleperformance USA, and Arsenal Financial Group LLC. He serves on the Investment Committee of Christ Church Episcopal, where he is involved in reviewing and voting on investment decisions for the church’s endowment fund. MissionSquare Retirement serves state and local government employers, employees, and certain nonprofits by administering deferred compensation and qualified retirement plans with comprehensive plan administration, recordkeeping, and advisory services. Its Guided Pathways program offers personalized investment advice and managed accounts developed by Morningstar Investment Management and supports over 40,000 participants through a multi-team advisory structure.

Christopher Konstantinos is a CFA® charterholder with 22 years of industry experience, currently serving as Chief Investment Strategist and Managing Partner at RiverFront Investment Group, LLC. His career includes extensive tenure at RiverFront and Alps Distributors, Inc., with additional experience at Wells Fargo Clearing. Outside of his advisory role, he serves as Treasurer for the Children’s Home Society of Virginia, advising on investments, and consults on vintage car acquisition. RiverFront Investment Group provides investment management services to individual investors, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a Price Matters® valuation framework combined with tactical asset allocation and risk management, delivering portfolios through various model and customized solutions.

Charles Hill Jr. is a CFP® professional with 13 years of industry experience, currently serving at Heritage Wealth Advisors in Richmond, VA. He has been with Heritage Wealth Advisors since 2005. Heritage Wealth Advisors provides investment advisory and consulting services to individuals, families, trusts, business entities, non-profits, and retirement plans. The firm’s investment approach involves customized asset allocations tailored to client needs and includes management of private funds through affiliated entities.

Jason Ardito is a financial advisor at Cary Street Partners with 19 years of industry experience. He holds Series 63 and Series 66 registrations and has been with Cary Street Partners since 2011. The firm provides discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individual investors, charitable organizations, corporations, and retirement plans. Cary Street Partners offers portfolio management, financial and retirement planning, access to alternative and private fund vehicles, and lending and insurance solutions, utilizing both third-party managers and proprietary strategies.

Calvin Hyde is a financial advisor at Jefferies Investment Advisers LLC with two years of industry experience. He holds Series 66 and Series 63 licenses. Outside of advising, he manages finances and accounting for Seal Potter LLC, a business that sells nutrition and supplement products on eCommerce platforms. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals and entities, offering a collaborative, customized planning process that includes cash flow, tax, estate, and philanthropic planning among other topics.

Michael Rawls is a financial advisor with CG Advisory Services in Richmond, VA, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. His prior work includes eight years at VALIC Financial Advisors and five years at both Capital Asset Advisory Services, LLC and CG Financial Services. He serves on the board of the American Heart Association in a non-compensated capacity. CG Advisory Services is an SEC-registered firm that provides discretionary portfolio management and financial planning for individuals, pension plans, charitable organizations, and corporate clients. The firm employs model-driven investment strategies with oversight from an Investment Committee and incorporates AI tools alongside fundamental and technical research to tailor portfolios to client objectives.

William Murray is a financial advisor with Cary Street Partners, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has been with Cary Street Partners since 2015. Outside of his advisory role, Murray serves on the boards of the Fredericksburg Academy and the James Monroe Museum & Memorial Library, and he is involved with multiple real estate investment entities. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individual investors, charitable organizations, corporations, and institutions. The firm offers portfolio management, financial and retirement planning, access to alternative investments, and proprietary strategies through its affiliated asset manager.

Kaetlin Collins is a CFA® charterholder with eight years of industry experience. She is currently an associate portfolio manager at RiverFront Investment Group, LLC, where she has worked since 2018. Prior to joining RiverFront, she was employed at Kinsale Insurance Company. Collins serves on the finance committee of Richmond ToolBank, a nonprofit tool lending organization, where she helps create and manage the investment policy. RiverFront Investment Group provides investment management to individual investors, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm uses its Price Matters® valuation framework combined with tactical asset allocation and security selection, implementing strategies through various platforms and making use of ETFs, options, and tax-management overlays.

Rocco Ranieri is a CFA® charterholder with 29 years of industry experience. He is currently an advisor at The London Company of Virginia, where he has worked since 2020. Prior to that, he spent 17 years at Harbor Capital Advisors, Inc. and Harbor Funds Distributors, Inc. The London Company of Virginia is an independently owned, SEC-registered investment adviser managing approximately $16.0 billion in discretionary assets for individuals, high net worth clients, pension plans, foundations, charitable organizations, and other institutional investors. The firm employs a conservative, bottom-up equity approach focused on downside protection and offers multiple concentrated strategies with risk controls.

Paul Deal is a CFP® professional with 18 years of experience in the financial services industry. He is currently with Valeo Financial Advisors, LLC and has previously worked at Creative Planning, LLC, Truist Advisory Services, and BB&T Securities. Valeo Financial Advisors is a registered investment adviser managing approximately $13 billion in client assets, serving individuals, families, trusts, estates, charitable organizations, and corporate clients. The firm focuses on strategic asset allocation with tactical adjustments, employs independent managers when appropriate, and provides both comprehensive financial planning and a simplified model portfolio option called Valeo Essentials.

Tyler Clay is a financial advisor at Mutual of Omaha Investor Services, Inc. with nine years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to his current role since 2018, Tyler worked at Wells Fargo Clearing Services, LLC and Wells Fargo Bank NA. Outside of advising, he serves as COO and is a 50% owner of Triple C Ranch, a family business involved in buying and selling cattle. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement consulting. The firm utilizes a platform relationship with Envestnet and acts as an intermediary between clients and third-party money managers.

John Pandtle is a CFA charterholder with experience at Cary Street Partners and Seneca House Advisors, as well as a background as a private investor and a four-year tenure with the Abu Dhabi Investment Authority. He has been with Cary Street Partners since 2026. Cary Street Partners serves a diverse client base, including individuals, corporations, trusts, and institutional clients, offering portfolio management, financial planning, and access to proprietary and third-party investment strategies. The firm integrates AI tools in its research and portfolio modeling while maintaining human oversight in final decisions.