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 eight years of industry experience, currently serving as an Associate Portfolio Manager at RiverFront Investment Group, LLC. He has been with RiverFront in various roles since 2017 and previously worked with ALPS Distributors. Bryan is also a board member of 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 combines its Price Matters® valuation framework with tactical asset allocation and security selection across global fixed income and equities, implementing strategies through multiple platforms including SMAs, UMAs, and model delivery systems.

Virginia Pillow is a financial advisor with Mutual Of Omaha Investor Services, Inc., holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 13 years of industry experience, all with Mutual Of Omaha and its affiliated investor services. In addition to her advisory role, she is also licensed as 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 delivers managed solutions primarily through a platform relationship with Envestnet and operates alongside broker-dealer and insurance distribution businesses 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. She currently works at Waverly Advisors, LLC and previously held roles at Heartwood Wealth Advisors, SBK Financial, Inc., and Truist Investment Services, Inc. Waverly Advisors is a multi-team registered investment adviser serving individuals, 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 alongside financial planning and retirement 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 with Cary Street Partners in Richmond, VA, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. He has been with Cary Street Partners since 2011, previously working at First Horizon 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 investment menu and proprietary strategies, with a focus that includes serving state and municipal government entities and insurance company clients.

Calvin Hyde is a financial advisor at Jefferies Investment Advisers LLC with two years of industry experience. He holds Series 63 and Series 66 licenses. Outside of his advisory role, Hyde volunteers managing finances and accounting for Seal Potter LLC, a company that sells nutrition and supplement products on eCommerce platforms. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm employs a customized, collaborative planning process and uses third-party software to support probability-based financial planning outcomes.

Michael Rawls is a financial advisor with CG Advisory Services in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He previously worked at VALIC Financial Advisors from 2013 to 2021 before joining his current firm. Rawls serves as a board member of the American Heart Association in Glen Allen, VA, a nonprofit role unrelated to his financial advisory business. CG Advisory Services is an SEC-registered firm serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers discretionary portfolio management through proprietary models and customized arrangements, financial planning, retirement-plan consulting, and fiduciary advice, utilizing both fundamental and technical analysis supported by AI tools and third-party managers.

William Murray is a financial advisor at Cary Street Partners with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cary Street Partners since 2015. Outside of his advisory role, he serves on the boards of the James Monroe Museum & Memorial Library and the Fredericksburg Academy Board of Trustees, and he is involved in several real estate investment ventures. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients. The firm offers a broad range of investment options and proprietary strategies, serving clients that include state and municipal government entities as well as insurance companies.

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 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.