Robert Burke is a CFA® charterholder and holds a Series 65 license, with 30 years of industry experience. He has been with Brockenbrough since 1996. Outside of his advisory role, he volunteers with the CFA Institute, contributing approximately 40 hours annually to various projects. Brockenbrough provides discretionary and non-discretionary investment management and wealth planning services to high-net-worth individuals, trusts, foundations, endowments, and institutional clients. The firm employs customized portfolios blending traditional asset classes with proprietary strategies and third-party managers and offers Outsourced Chief Investment Officer services for institutions.

Margaret Hubert is a financial advisor at Cary Street Partners with three years of industry experience. She holds Series 63 and Series 66 designations and previously worked at J.P. Morgan Securities LLC. Outside of her advisory roles, she has been involved with organizations such as the Nova Elite Field Hockey Club. Cary Street Partners offers discretionary and non-discretionary investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, trusts, corporations, and institutional clients. The firm employs a broad investment menu and proprietary strategies while serving unique institutional niches such as state and municipal government entities and insurance companies.

Thomas Huddleston Jr. is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company since 2019, following prior roles at LPL Financial LLC and Middleburg Bank. Outside of his advisory work, he is also active as an insurance agent specializing in life, health, and annuity products and is involved with Fresnel Financial Services, LLC. Mutual of Omaha Investor Services, Inc. serves individuals, corporations, and qualified retirement plans by offering financial planning, managed account programs, and retirement plan consulting. The firm utilizes a platform relationship with Envestnet and custodial services from Pershing, delivering managed solutions that include both firm-managed and third-party model portfolios.

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 63 and Series 66 licenses and previously worked at Fidelity Investments and Equitable Advisors. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, trusts, corporations, and institutional clients. The firm offers a broad range of investment options and proprietary strategies, serving specialized institutional niches such as state and municipal government entities and insurance companies.

Reginald Pickral is a financial advisor at Pinnacle Associates, Ltd. in Richmond, VA, holding Series 65 and Series 66 qualifications with 19 years of industry experience. His prior roles include positions at Investment Management of Virginia, Stephens, and Davenport & Company 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 and offers various equity-oriented strategies, model portfolios, and unified managed account platforms.

Susan Norfleet is a PFS™ credentialed financial advisor at Waverly Advisors, LLC with four years of industry experience. She has previously worked at Norfleet, Musselman & Company for 20 years and serves as president of Heartwood Tax Consultants, a CPA firm specializing in tax preparation and consulting. Her responsibilities there include financial planning, tax consulting, retirement and estate planning, and employee supervision. Waverly Advisors is a multi-team registered investment adviser serving individual clients, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering both discretionary and non-discretionary portfolio management along with financial planning and multi-family office services.

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.

Daniel Morozov is a financial advisor with Mutual of Omaha Investor Services, Inc., holding a Series 66 designation and one year of industry experience. Prior to his current role, he worked at Mutual of Omaha Insurance Company and has experience in law and physical therapy fields. He is also licensed as an insurance agent, specializing in life, health, and annuities. 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, offering investment solutions alongside broker-dealer and insurance activities.

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.

Franklin Bracey is a CFA® charterholder and financial advisor with two years of industry experience. He is currently with CW Advisors, LLC and has previously worked at Agili, Morgan Stanley Private Bank, and Northwestern Mutual. His background also includes roles at James Madison University, Duke University, and Benedictine College Preparatory. CW Advisors, LLC is a multi-team advisory firm offering investment management, comprehensive wealth and financial planning, and family office services to a diverse range of clients, including individuals, trusts, estates, and charitable organizations. The firm uses a Core-and-Satellite investment approach with active, passive, quantitative, and ESG-oriented strategies, and it serves other registered investment advisers through its CW Advisor Solutions division.

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.

Adam Morgan is a financial advisor with Private Client Services, LLC in Richmond, VA, holding Series 63 and Series 65 licenses and having 13 years of industry experience. His prior roles include positions at WealthHyve Advisors, South State Bank, LPL Financial, and MassMutual. He is also president and owner of WealthHyve Advisors, LLC. Private Client Services is an independent SEC-registered investment adviser serving individuals, families, trusts, pension sponsors, corporations, and charitable organizations. The firm uses a discovery-driven process focused on risk profiling and tailored platform selection, offering a mix of advisory and brokerage services with multiple implementation options.

Jeffrey Meck is a financial professional at RiverFront Investment Group, LLC with a Series 66 designation and approximately one year of industry experience. His prior work includes roles at Cetera and North Star Resource Group. Meck has experience providing financial services at North Star Resource Group. RiverFront Investment Group delivers investment management services to individual investors, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm uses a valuation framework combined with tactical asset allocation and global security selection to manage portfolios through customized solutions and model delivery platforms.

Kathryn James is a financial advisor at Prospera Financial Services, Inc. with three years of industry experience. She holds a Series 66 designation and previously worked at Statusphere, Lamar Advertising, and The Scout Guide Magazine. Kathryn is involved with Jamestowne Investments, where she assists with marketing, social media planning, and website updates. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to various advisory programs and platforms.

William Ryder is a CFA® charterholder with 33 years of industry experience. He has worked at RiverFront Investment Group, LLC since 2016, and previously held roles at Alps Distributors, Inc. and Wells Fargo Clearing. He is based in Richmond, VA. 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-driven investment approach combined with tactical asset allocation and risk management, offering tailored portfolio solutions through multiple delivery platforms.

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.