William Murray is a financial advisor with Cary Street Partners, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has been with Cary Street Partners since 2015. Outside of his advisory role, Murray serves on the boards of the Fredericksburg Academy and the James Monroe Museum & Memorial Library, and he is involved with multiple real estate investment entities. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individual investors, charitable organizations, corporations, and institutions. The firm offers portfolio management, financial and retirement planning, access to alternative investments, and proprietary strategies through its affiliated asset manager.

Kaetlin Collins is a CFA® charterholder with eight years of industry experience. She is currently with RiverFront Investment Group, LLC, where she has worked since 2021, following prior roles at ALPS Distributors, Inc. and Kinsale Insurance Company. Collins serves on the finance committee of the Richmond ToolBank, a nonprofit organization focused on tool lending, where she helps create and manage the investment policy. 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.

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 CFP® professional with 18 years of experience in the financial services industry. He is currently with Valeo Financial Advisors, LLC and has previously worked at Creative Planning, LLC, Truist Advisory Services, and BB&T Securities. Valeo Financial Advisors is a registered investment adviser managing approximately $13 billion in client assets, serving individuals, families, trusts, estates, charitable organizations, and corporate clients. The firm focuses on strategic asset allocation with tactical adjustments, employs independent managers when appropriate, and provides both comprehensive financial planning and a simplified model portfolio option called Valeo Essentials.

Tyler Clay is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds the ChFC® designation and has 9 years of industry experience. Prior to joining Mutual of Omaha in 2018, he worked at Wells Fargo Clearing Services and Wells Fargo Bank. Outside of advising, he is a 50% owner and COO of Triple C Ranch, a family business involved in buying and selling cattle. 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, primarily delivering services through its network of Investment Advisor Representatives.

Amelia De Decker is a financial advisor at Cary Street Partners in Richmond, VA, holding a Series 66 designation. She has less than one year of industry experience with Cary Street Partners and prior roles including positions at Virginia Tech and other local organizations. Cary Street Partners serves a wide range of clients, including individuals, corporations, trusts, and retirement plans, offering portfolio management, financial planning, and access to proprietary investment strategies supported by AI tools and third-party managers.

Max Gawlik is a financial advisor at The London Company of Virginia with a Series 65 designation and one year of industry experience. Prior to joining The London Company, he held various roles including positions at Nike, The Pennsylvania State University, Adidas, and Owen J Roberts High School. 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 institutional investors. The firm uses a conservative, bottom-up equity process focused on downside protection and offers multiple concentrated equity strategies alongside international products.

Tyler Vitale is a financial advisor at Cary Street Partners with two years of industry experience. He holds a Series 66 license and previously worked in various roles outside of finance, including social media management for MCE LLC. Cary Street Partners serves a diverse client base, including individuals, corporations, trusts, and institutional clients, offering portfolio management, financial planning, and affiliated proprietary investment strategies supported by both human oversight and AI tools.

Henry Walker is a financial advisor at RiverFront Investment Group, LLC with four years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms including BTS Asset Management, Highland Associates, and iCapital Markets LLC. 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 operates a multi-advisor platform that combines strategic and tactical asset allocation with security selection and risk management under its “Price Matters” framework.

Michael Smith is a CFP® with 29 years of industry experience, currently serving as an advisor at RFG Advisory, LLC. His prior roles include positions at Kestra Financial Services, Inc. and Capstone Financial Partners. He is also licensed as an insurance agent through Ash Brokerage Insurance Solutions. RFG Advisory is a multi-team registered investment adviser managing approximately $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a mix of actively managed and passive strategies, direct indexing, and tax-aware approaches, and is notable for its role as sub-adviser to the Bluemonte family of ETFs and its capability to manage assets for investment companies.

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® with 12 years of industry experience and is currently affiliated with RFG Advisory, LLC. His prior roles include positions at Kestra Advisory and Concourse Financial Group. Vaughan also holds an insurance license with Ash Brokerage Insurance Solutions, where he provides variable and health insurance advice. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for over 17,000 clients. The firm serves individuals, high-net-worth households, trusts, retirement plans, and institutional accounts, offering portfolio management, financial planning, retirement plan consulting, and access to alternative investments and model strategies.

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 experience in the financial advisory industry. He has worked at Kestra Advisory and Kestra Investment Services, LLC since 2025 and previously spent 13 years with Alpha Omega Wealth Management, LLC. Milligan serves on the Board of Directors for the CFA Society of Virginia. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse client base, including large institutional investors. The firm offers services such as fiduciary consulting, plan design, and education, supporting investments with comprehensive due diligence and a range of management platforms.

John Hopper is a financial advisor at Oppenheimer with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Oppenheimer since 2020. Prior to that, he was with Cambridge Investment Research from 2015 to 2019. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm provides a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

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 with three years of industry experience. She holds a Series 66 designation and previously worked at Altria in various roles from 2018 to 2022, as well as at NuMark, LLC from 2015 to 2018. Davenport & Company LLC is a privately held, employee-owned firm offering investment management and brokerage services to individual and institutional clients. The firm provides a range of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, delivered through multiple investment strategies and regularly reviewed by specialized teams and committees.

Courtney Orensky is a financial advisor with Davenport & Company LLC in Richmond, VA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Davenport & Company since 1999 and its related entity Ia Davenport & Company LLC since 2000. Davenport & Company LLC is a privately held, employee-owned firm offering investment management and brokerage services to individual and institutional clients. The firm provides a variety of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning through multiple investment strategies and specialized management teams.

Jone Liuzza is a financial advisor with Principal Financial Services in Midlothian, VA, holding Series 63 and Series 65 credentials and six years of industry experience. Prior to joining Principal, Liuzza worked for ACG from 2011 to 2023. Liuzza also serves as a bank officer at Principal Bank and Principal Trust Company to support retirement plan account relationships across the firm’s offerings. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and business entities. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Neal Sweeney is a financial advisor with SPC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with 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 serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement services, delivering primarily discretionary management with options for nondiscretionary arrangements and direct-at-fund management.