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 financial advisor at Valeo Financial Advisors, LLC in Richmond, VA, holding the CFP® designation along with Series 63, 65, and 66 licenses. He has 18 years of industry experience with prior roles at Creative Planning, Truist Advisory Services, BB&T Securities, Cary Street Partners, and Davenport & Company LLC. Valeo Financial Advisors is a registered investment adviser managing approximately $13 billion in assets for individuals, families, trusts, estates, charitable organizations, and corporate clients. The firm emphasizes strategic asset allocation with tactical adjustments, employs independent managers where appropriate, and provides both comprehensive financial planning and a simplified model portfolio option.

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 affiliated with Cary Street Partners in Richmond, VA. He has one year of experience at Cary Street Partners and previously worked at Seneca House Advisors, with prior roles including private investing and a four-year tenure at Abu Dhabi Investment Authority. Cary Street Partners offers discretionary and non-discretionary investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients, utilizing a broad range of investment options and proprietary strategies. The firm serves diverse client types including state and municipal government entities and insurance companies.

Amelia De Decker is a financial advisor at Cary Street Partners in Richmond, VA, holding a Series 66 designation. She has no prior industry experience outside of her current role, having worked at Cary Street Partners and Virginia Tech in recent years. Cary Street Partners offers discretionary and non-discretionary investment advisory and financial planning services to a diverse range of clients, including individuals, retirement plans, trusts, corporations, and institutional entities. The firm utilizes a broad investment menu and proprietary strategies through its affiliated asset manager, serving specialized institutional niches such as state and municipal government entities and insurance company clients.

Max Gawlik is a financial advisor at The London Company of Virginia with one year of industry experience. He holds a Series 65 designation and has previous work experience outside of finance, including roles at Nike and The Pennsylvania State University. The London Company of Virginia provides discretionary portfolio management services to individual and institutional clients, managing approximately $14.9 billion in assets. The firm employs a conservative, long-term, bottom-up equity approach focused on cash return on tangible capital, free cash flow, and downside protection.

Kathryn Pruitt is a financial advisor at Waverly Advisors, LLC with nine years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and previously worked at Heartwood Wealth Advisors, Wells Fargo Advisors, Davenport & Company LLC, and Legg Mason Wood Walker, Incorporated. She is also a Notary Public in the state of Virginia. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm offers discretionary and non-discretionary portfolio management, combining traditional equity and fixed-income strategies with alternative and private markets allocations.

Tyler Vitale is a financial advisor at Cary Street Partners with two years of industry experience and holds a Series 66 designation. Prior to joining Cary Street Partners, he has held roles at several firms, including Hunter Engineering, Grafana Labs, and Symmetry Financial Group. Outside of his advisory work, he serves as a social media manager for MCE LLC, where he manages lead databases and social media accounts unrelated to investment activities. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to a diverse client base that includes individuals, retirement plans, trusts, corporations, and institutional clients. The firm offers a broad range of investment options and proprietary strategies, with specialized services for institutional clients such as state and municipal government entities and insurance companies.

Henry Walker is a financial advisor at RiverFront Investment Group, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including BTS Asset Management, Highland Associates, and iCapital Markets LLC. RiverFront Investment Group provides investment management to individual investors, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers model asset-allocation portfolios and custom solutions, combining its Price Matters® valuation framework with tactical asset allocation and risk management across global fixed income and equities.

Michael Smith is a CFP® professional with 29 years of experience in the financial advisory industry. He currently works at RFG Advisory, LLC and has prior experience at Kestra Financial Services, Inc. and Capstone Financial Partners. Smith is also licensed as an insurance agent through Ash Brokerage Insurance Solutions. RFG Advisory provides investment advisory and planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to alternative investments, leveraging a range of model strategies and third-party platforms.

Timothy Mccoy Jr. is a financial advisor at The London Company of Virginia with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with the firm since 2011. The London Company of Virginia is an independently owned, SEC-registered investment adviser managing approximately $16.0 billion in discretionary assets. The firm serves individuals, high net worth clients, pension plans, foundations, charitable organizations, and other institutional investors, employing a conservative, bottom-up equity process focused on downside protection and risk management.

Caleb Vaughan is a CFP®-certified financial advisor at RFG Advisory, LLC with 12 years of industry experience. He previously worked at Kestra Advisory, Kestra Investment Services, Concourse Financial Group, and DMJ Wealth Advisors. Vaughan is also an insurance agent with Ash Brokerage Insurance Solutions, providing variable and health insurance advice. RFG Advisory serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients such as state and municipal entities. The firm primarily offers discretionary portfolio management using model strategies, third-party platforms, and acts as a sub-adviser to Bluemonte ETFs, providing access to alternative investments and retirement technology.

Richard Skeppstrom II is a financial advisor with Brockenbrough in Richmond, VA, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. He has been with Lowe Brockenbrough & Company, Inc since 2015. Skeppstrom serves on the VCU Engineering School Investment Committee, a role he has held since 2014. 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. The firm manages approximately $4.3 billion in assets and offers customized portfolios that blend traditional and non-traditional asset classes using both proprietary strategies and third-party managers.

Christopher Milligan is a CFP® and CFA® with 14 years of industry experience. He is currently with Kestra Advisory and previously spent 13 years at Alpha Omega Wealth Management, LLC. Milligan serves on the board of the CFA Society of Virginia, focusing on education and raising awareness of the CFA brand. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, employee education, and investment advice, with approximately $79.8 billion in assets under management.

John Hopper is a financial advisor at Oppenheimer with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Cambridge Investment Research, First Horizon Advisors, and Wells Fargo Clearing. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of advisory and consulting services across equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary management.

Kelly Spelsberg is a financial advisor at Truist Advisory Services with 11 years of industry experience. She holds a Series 66 designation and has worked at Truist Advisory Services and Truist Investment Services since 2021, following a decade at BB&T Securities. Based in Richmond, VA, she serves clients through the enterprise-level firm. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Elizabeth Brown is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation with four years of industry experience. Her prior work includes roles at Altria-U.S. Smokeless Tobacco and NuMark, LLC. Davenport & Company serves individual and institutional clients with a range of services including asset management, retail brokerage, fixed income, public finance, and investment banking and advisory. The firm features dedicated portfolio teams and offers separately managed accounts, mutual funds, and municipal bond strategies, operating as an employee-owned company with a history dating back to 1863.

Courtney Orensky is a financial advisor with Davenport & Company LLC in Richmond, VA, holding Series 63 and Series 66 credentials and 26 years of industry experience. She has been with Davenport & Company since 1999. Davenport & Company serves individual and institutional clients with services including asset management, retail brokerage, fixed income, public finance, and investment banking. The firm employs dedicated portfolio manager teams and an Investment Policy Committee to manage a range of strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Kevin Boll III is an advisor at Davenport & Company LLC and holds a Series 66 designation. He has recently entered the financial industry, starting his career in 2025. Prior to joining Davenport, his work history includes roles at Costar Group and South Fork Lodge, as well as time as a student at Wake Forest University. Davenport & Company LLC serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations. The firm offers asset management, brokerage, fixed income, public finance, and investment banking services, with asset management organized around portfolio manager teams and a Manager Research team overseeing various investment strategies and products.

Neal Sweeney is a financial advisor with SPC based in N. Chesterfield, VA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Parkland Securities since 2014. Outside of his advisory role, he volunteers as an assistant wrestling coach at Huguenot High School and serves on the reunion planning committee for Monacan High School. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporations. The firm delivers tailored, discretionary investment advice through a large network of advisors and offers multiple account programs supported by strategic partnerships and third-party providers.