James Massengill is a financial advisor with Capitol Securities Management, Inc. in Glen Allen, VA, holding Series 63 and Series 65 licenses and with 39 years of industry experience. He has been with Capitol Securities Management since 2013. Capitol Securities Management serves individuals, corporate and charitable clients, trustees, and plan sponsors by providing brokerage and investment advisory services along with financial planning, pension consulting, insurance products, and educational seminars. The firm manages assets through separately managed accounts and various wrap fee programs, employing a range of investment instruments and third-party money managers.

Ronald Alley is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and 33 years of industry experience. He has been with Mutual of Omaha Investor Services and Mutual/United of Omaha Insurance Company since 1990. Alley operates a separate entity, Ron Alley Financial Services, LLC, which offers life insurance, Medicare supplement, long-term care, disability insurance, fixed annuities, and Medicare-related plans. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and retirement plan consulting, working primarily through a network of Investment Advisor Representatives who recommend model portfolios or third-party managers on an approved platform.

Laura Gardner is a Series 65-licensed financial advisor with eight years of industry experience. She has been with The London Company of Virginia since 2011. 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 process focused on downside protection, offering multiple concentrated and international equity strategies with risk controls and a high client count per advisor supported by extensive intermediary distribution.

Earl Stewart Jr. is a financial advisor at StoneX Advisors Inc. with 40 years of industry experience. He holds Series 63 and Series 66 credentials and has been with StoneX Advisors since 2016. Outside of his advisory role, he is a member of BCES, LLC, a company that manages office space and shared expenses. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services. The firm utilizes a range of advisor-managed portfolios, proprietary models, and third-party managers to implement investment strategies across multiple account structures.

Kent Engelke is a financial advisor with Capitol Securities Management, Inc. in Glen Allen, VA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Capitol Securities since 2008. Outside of his advisory role, he is a managing partner of KKD LLC, a single-purpose real estate rental business. Capitol Securities Management serves individuals, corporate and charitable clients, trustees, and plan sponsors, providing brokerage and investment advisory services alongside financial planning, pension consulting, insurance products, and educational seminars. The firm manages assets through a variety of account types and investment vehicles, delivering advice via a network of representatives who develop client-specific investment policies.

Ryan Hissey is a financial advisor at The London Company of Virginia with five years of industry experience. He holds a Series 65 credential and has worked at Southwind Capital and Davenport and Company prior to joining The London Company of Virginia in 2019. Before his financial career, he was employed by the Toronto Blue Jays Baseball organization from 2015 to 2019. The London Company of Virginia is an independently owned, SEC-registered investment adviser managing approximately $16.0 billion in discretionary assets for individuals, institutions, and other clients. The firm uses a conservative, bottom-up equity approach focused on downside protection and offers multiple concentrated and international equity strategies.

David Shenton is a financial advisor at Capitol Securities Management, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Capitol Securities since 2007. Outside of his advisory role, he is a passive investor in a tequila importing and distributing business called Two Sons Imports. Capitol Securities Management serves individual, corporate, charitable, trustee, and plan sponsor clients by providing brokerage and investment advisory services, comprehensive financial planning, and pension consulting. The firm manages assets through separately managed accounts, wrap fee programs, and third-party money managers, delivering advice via a network of investment adviser representatives who develop client-specific investment policies.

Thomas Robertson is a financial advisor at CG Advisory Services with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Valic Investment Services Company for 23 years. Robertson is also involved in insurance sales across various states and carriers. CG Advisory Services manages approximately $4.02 billion for a diverse client base, including individuals, pension plans, charitable organizations, and corporate clients. The firm provides discretionary portfolio management, financial planning, retirement services, and consulting through proprietary model portfolios and customized account structures.

John Coulter is a Series 66 licensed advisor at Capitol Securities Management, Inc. with eight years of industry experience. He has been with Capitol Securities Management since 2016 and has prior work experience at Red Robin. Capitol Securities Management serves individuals, including high-net-worth clients, corporate and charitable organizations, trustees, and plan sponsors by offering brokerage and investment advisory services along with financial planning, pension consulting, insurance products, and educational seminars. The firm manages assets through separately managed accounts, wrap fee programs, third-party money managers, and model portfolios.

Robert Burke is a CFA® charterholder with 29 years of industry experience, currently serving at Brockenbrough since 1996. He holds a Series 65 license and dedicates part of his time as a paid volunteer for the CFA Institute, working on various projects. Brockenbrough provides discretionary and non-discretionary investment management and Outsourced Chief Investment Officer (OCIO) services to high-net-worth individuals, trusts, foundations, endowments, and institutional clients. The firm manages approximately $4.3 billion in client assets and offers customized portfolios that blend traditional and non-traditional asset classes using both proprietary strategies and third-party managers.

Margaret Hubert is a financial advisor at Cary Street Partners in Richmond, VA, holding Series 63 and Series 66 licenses with three years of industry experience. Her prior roles include positions at J.P. Morgan Securities LLC and Edward Jones. Outside of finance, she has worked at Sunken Well Tavern and Well Enough, Inc. Cary Street Partners serves a diverse client base, including individuals, corporations, trusts, retirement plans, and institutional clients. The firm offers portfolio management, financial planning, and access to proprietary strategies supported by affiliated asset management and broker-dealer services.

Thomas Huddleston Jr. is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 credentials and 26 years of industry experience. He has worked at Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company since 2019, with prior experience at LPL Financial LLC and Middleburg Bank. Outside of his advisory role, he is also an insurance agent specializing in life, health, and annuity products and is involved with Fresnel Financial Services, LLC. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans through various managed account programs and financial planning services. The firm operates within the Mutual of Omaha group, integrating advisory, broker-dealer, and insurance businesses, and uses platforms such as Envestnet and Pershing to deliver managed solutions.

Stuart Lipsteuer is a financial advisor with First Citizens Asset Management, Inc. in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior work includes roles at Ryan LLC and Thomson Reuters. First Citizens Asset Management provides investment advisory and sub-advisory services to individuals, trusts, corporations, institutional accounts, and municipal entities. The firm manages global, multi-asset model portfolios across various implementation frameworks using a combination of quantitative and qualitative criteria.

Kimberly Nichols is a financial advisor at Wealthcare Capital Management LLC with 10 years of industry experience. She holds a Series 66 designation and has worked at firms including LPL Financial and Securities America Advisors. Nichols also provides administrative support to Wealthcare Advisory Partners, an independent investment advisor firm. Wealthcare Capital Management LLC is a multi-team advisor managing approximately $3.03 billion for individual and high-net-worth clients, trusts, retirement plans, foundations, and other entities. The firm offers a range of portfolio management and advisory services, utilizing model portfolios supplemented by alternative investments and independent managers, with investment decisions guided by an evidence-based framework and an Investment Policy Committee.

Stephanie Sears is a financial advisor at Cary Street Partners with 22 years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at Fidelity Investments, Equitable Advisors, and AXA Advisors. Cary Street Partners serves a diverse client base including individuals, corporations, trusts, and institutional clients. The firm provides portfolio management, financial planning, and access to proprietary and third-party investment strategies, utilizing AI tools alongside human oversight in its investment process.

Reginald Pickral is a financial advisor at Pinnacle Associates, Ltd. with 19 years of industry experience. He holds the Series 66 and Series 65 designations and has worked at Pinnacle Associates since 2023, following several years at Investment Management of Virginia, LLC. Pinnacle Associates provides discretionary investment management and financial planning services to a diverse client base, including individuals, families, trusts, corporations, and charitable organizations. The firm focuses on fundamental, bottom-up equity analysis with a long-term valuation-sensitive approach and offers its strategies through various platforms including model portfolios and unified managed accounts.

Camilla Carvalho is a Series 66 licensed financial advisor at Spire Wealth Management, LLC with one year of industry experience. Prior to joining Spire Securities, LLC, she worked at Ameriprise and Ortolani Services. Outside of finance, she has experience with several performing arts organizations, including the Albany Symphony Orchestra and the Binghamton Philharmonic. Spire Wealth Management, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, offering a range of strategies from passive to tactical solutions. The firm also features proprietary risk overlays and manages portfolios through joint ventures and dually registered representatives.

Austin Brockenbrough IV is a CFA® charterholder with 24 years of industry experience, currently serving at Brockenbrough in Richmond, VA. He has been with Lowe, Brockenbrough & Company, Inc. since 1998. Outside of financial advising, he is chairman of the board for Green Top Sporting Goods and a partner in Truth Reels, LLC, a fishing reel manufacturer. Brockenbrough provides discretionary and non-discretionary investment management and Outsourced Chief Investment Officer (OCIO) services to high-net-worth individuals, trusts, foundations, endowments, and institutional clients. The firm manages customized portfolios using both proprietary strategies and third-party managers, and it sponsors multiple affiliated pooled investment vehicles including the Jamestown Equity Fund.

Stephen Owen is a CFA® charterholder with 21 years of industry experience. He has worked at The London Company of Virginia since 2020 and previously spent 13 years at Touchstone Securities, Inc. and IFS Financial Services, Inc. in Richmond, VA. The London Company of Virginia is an independently owned, SEC-registered investment adviser managing approximately $16.0 billion in discretionary assets. The firm provides equity portfolio management to individuals, high net worth clients, pension plans, foundations, charitable organizations, and institutional investors, employing a conservative, bottom-up equity process focused on downside protection.

Virginia Fix is a CFP® professional with Valeo Financial Advisors, LLC in Richmond, VA. She has been with Valeo since 2023 and has prior experience at Wealth Enhancement Group and multiple roles at Virginia Tech. Valeo Financial Advisors provides comprehensive financial planning and investment management services to individuals, families, and institutional clients. The firm uses a strategic asset-allocation approach complemented by tactical adjustments and offers specialized services including pro-bono planning for non-profits.