Daniel Morozov is a financial advisor at Mutual of Omaha Investor Services, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he worked at Fayad Law, P.C. for six years and has experience in physical therapy and sports training. Additionally, he is licensed as an insurance agent focusing on life, health, and annuities. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and retirement plan consulting, operating primarily through a network of advisors who recommend model portfolios and third-party managers on an approved platform.

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 holds Series 63 and Series 66 licenses, with one year of industry experience. He has worked at CW Advisors, LLC since 2024 and previously held roles at Agili, Morgan Stanley Private Bank, and Northwestern Mutual. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, and business entities. The firm employs a core-and-satellite investment approach combining active, passive, quantitative, and ESG strategies, and provides wealth management, financial planning, and family office services.

Nathaniel Robinson is a CFP® certificant with nine years of industry experience. He currently works at CW Advisors, LLC and has prior experience at Campbell Wealth Management, Inc. and CG Advisory Services. Before his financial advisory career, he worked with the Colorado Springs Switchbacks. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, estates, charitable organizations, and business entities. The firm employs a core-and-satellite investment approach utilizing active, passive, quantitative, and ESG strategies, and provides wealth management, family office, retirement plan advisory, and sub-advisory services.

Adam Morgan is a financial advisor at Private Client Services, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial, South State Bank, and Mass Mutual Investors Services. He is also the president and owner of WealthHyve Advisors, LLC, an investment-related business. Private Client Services is a multi-team advisory firm serving individuals, families, high-net-worth clients, and various institutions. The firm provides financial planning, consulting, and portfolio management through a network of approximately 50 advisors and manages over $1 billion in assets.

Jeffrey Meck is a financial professional at RiverFront Investment Group, LLC, holding a Series 66 designation with less than one year of industry experience. Prior to joining RiverFront, he was associated with firms including Cetera and North Star Resource Group. Outside of his advisory role, he has worked in various positions spanning from landscaping to university employment. RiverFront Investment Group provides discretionary portfolio management and model-based investment solutions to individual, trust, pension, and institutional clients, operating through a multi-advisor platform that incorporates strategic and tactical asset allocation alongside risk management within its “Price Matters” framework.

Kathryn James is a financial advisor with Prospera Financial Services, Inc. in Richmond, VA, holding a Series 66 designation and three years of industry experience. Her prior work includes roles at Statusphere, Lamar Advertising, and The Scout Guide Magazine. She is also involved with Jamestowne Investments, where she assists with marketing and social media planning. Prospera Financial Services, Inc. is an enterprise-scale advisor and dually registered broker-dealer serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through more than 200 advisors and offers a range of investment advisory and financial planning services across multiple platforms and delivery vehicles.

William Ryder is a CFA® charterholder with 32 years of industry experience. He has been with RiverFront Investment Group, LLC since 2016, following a 16-year tenure with Alps Distributors, Inc. RiverFront Investment Group provides discretionary portfolio management and model-based investment solutions primarily to individual investors, as well as to trusts, pension, and institutional clients. The firm employs a multi-advisor platform, combining strategic and tactical asset allocation with security selection and risk management under its “Price Matters” framework.

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. He has worked at RiverFront Investment Group since 2017 in various roles and also served as a registered representative with ALPS Distributors. Bryan is a board member of the CFA Society of Virginia Leadership Advisory Council. RiverFront Investment Group provides discretionary portfolio management and model-based investment solutions to individual investors, trusts, pension and institutional clients, and acts as a sub-adviser to registered investment companies. The firm employs a multi-advisor platform and a “Price Matters” investment approach combining strategic and tactical asset allocation, security selection, and risk management.

Virginia Pillow is a financial advisor with Mutual of Omaha Investor Services, Inc., holding the ChFC® designation along with Series 65 and Series 63 licenses. She has 12 years of industry experience and has been with Mutual of Omaha since 2013. In addition to her advisory role, she is licensed as an insurance agent specializing in life, health, dental, and annuity products. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering both one-time and ongoing financial planning as well as managed account programs. The firm operates through platform relationships with Envestnet and Pershing, combining advisory, broker-dealer, and insurance services within the Mutual of Omaha group.

Peter Quinn Jr. is a financial advisor with RiverFront Investment Group, LLC, holding Series 63, 65, and 66 designations and bringing 40 years of industry experience. He has held various roles at RiverFront since 2008 and spent 15 years at Alps Distributors, Inc. He serves on the board of the Virginia Institute of Marine Science Foundation. RiverFront Investment Group provides discretionary portfolio management and model-based investment solutions primarily to individual investors, trusts, pension and institutional clients, and acts as a sub-adviser to registered investment companies including ETFs. The firm employs a multi-advisor platform and combines strategic and tactical asset allocation with security selection and risk management under its “Price Matters” framework.

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 and currently serves at MissionSquare Retirement. His work history includes roles at Icma Rc, Pie-Tech Inc, Teleperformance USA, and Arsenal Financial Group LLC. He is a member of the Investment Committee at Christ Church Episcopal, where he participates in reviewing and voting on investment decisions for the church’s endowment fund. MissionSquare Retirement serves state and local government employers, their employees, and select nonprofit entities by administering retirement plans and providing plan administration, recordkeeping, and advisory services. The firm uses investment advice and model portfolios developed by Morningstar Investment Management and supports more than 40,000 participants through a multi-team advisory structure.

Christopher Konstantinos is a CFA® charterholder with 22 years of industry experience. He is currently a managing partner and chief investment strategist at RiverFront Investment Group, LLC, where he has worked in various capacities since 2012. Konstantinos serves as treasurer for the Children’s Home Society of Virginia and advises on investments, participates on the finance committee of the VCU College of Engineering Foundation, and consults on vintage car acquisitions. RiverFront Investment Group provides discretionary portfolio management and model-based investment solutions to individual investors, trusts, pension and institutional clients, and acts as a sub-adviser to registered investment companies, including ETFs. The firm employs a multi-advisor platform and implements strategies combining strategic and tactical asset allocation with security selection and risk management under its “Price Matters” framework.

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.