Emily Griswell is a financial advisor with Sovereign Capital Vantage, Inc. She holds a Series 65 designation and has been with the firm since 2024. Prior to her advisory role, she worked in property management and caregiving. Sovereign Capital Vantage, Inc. is a fee-based advisory firm providing discretionary portfolio management and hourly financial planning primarily to individual and high-net-worth clients. The firm manages portfolios using a combination of fundamental and technical analysis, employs various strategies including options trading, and services clients across three offices with a team of two advisors.

Marc Thompson is a financial advisor at Sovereign Capital Vantage, Inc. with 18 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Edward Jones from 2010 to 2017 before joining Sovereign Capital Vantage in 2017. Sovereign Capital Vantage, Inc. is a fee-based advisory firm that provides discretionary portfolio management and hourly financial planning primarily to individual and high-net-worth clients. The firm manages portfolios using a combination of fundamental and technical analysis, offering both long- and short-term strategies including options trading, and oversees approximately $26.8 million across three offices.

Samantha Vicchiarelli is a financial advisor at Alexis Advisors with nine years of industry experience. She holds the ChFC® designation and Series 66 license. Her prior experience includes roles at Bank of America, Merrill Lynch, and she was also involved in managing a bar business for six years. Samantha serves as a trustee of a third-party irrevocable trust for her mother. Alexis Advisors, LLC provides wealth management and financial planning services to individual and institutional clients, offering discretionary portfolio management and standalone planning engagements. The firm integrates fundamental, quantitative, and technical analysis with strategic asset allocation and incorporates ESG criteria in its investment process.

Scot Morris is a financial advisor with Z3 Capital Partners in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. Before joining Z3 Capital Partners in 2025, he worked at Halle Noel LLC and Raymond James Financial Services, as well as Wells Fargo Advisors. He is also involved as a business owner in a vintage furniture company operated by his wife. Z3 Capital Partners provides discretionary investment management and integrated financial planning to high-net-worth individuals, family offices, trusts, estates, private foundations, and business owners. The firm employs fundamental analysis and active portfolio management within a structured framework to align income, growth, and higher-growth allocations.

Marshall Schutt is a financial advisor at Schutt Capital Management LLC in Richmond, VA, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has been with Schutt Capital Management since 2008. Schutt Capital Management provides discretionary investment management through a private investment fund, two pooled real estate LLCs, and separately managed accounts, serving individuals, trusts, partnerships, and corporations. The firm follows a value-investing approach focused on public equities, corporate and municipal debt, private-company securities, and direct real estate, with additional use of options and ETFs for hedging or income generation.

Andrew Mohrmann is a financial advisor at Ascent Financial Group with a Series 65 designation and over 10 years of industry experience. Prior to joining Ascent Financial Group in 2026, he worked at Truist Bank for a decade. Ascent Financial Group provides comprehensive financial planning and portfolio management primarily for individual and high-net-worth clients. The firm employs a combination of fundamental, technical, cyclical, and economic analysis to manage client portfolios on a discretionary basis and offers continuous planner access alongside implementation over time.

Ryan Bram is a financial advisor at Horizon Capital Management, Inc. with two years of industry experience. He holds a Series 65 designation and has prior experience at Markel Group and KPMG. Outside of advisory work, Bram serves as a Senior Financial Analyst at Dominion Energy, focusing on treasury special projects and capital funding. Horizon Capital Management serves individual clients with discretionary portfolio management and limited financial planning support. The firm emphasizes long-term equity holdings selected through fundamental and technical analysis, tailoring account management to clients’ risk profiles and income needs.

William Pusey Jr. is a Series 65-licensed financial advisor with 12 years of industry experience. He is currently with CrossGrain Family Investments, LLC and has previously worked at Kimble Advisory LLC and Keel Point Capital, LLC. He serves as treasurer and secretary of Velpar Investments, Inc. and is a board member of the Paul H Pusey Foundation. CrossGrain Family Investments serves high-net-worth individuals and families through a small advisory team offering discretionary investment management, personalized financial planning, and co-investment advisory on private opportunities. The firm employs a blend of active and passive investment approaches tailored to client-specific goals and emphasizes concierge-style family wealth services.

Janet Wills is a CFP® with 35 years of industry experience, currently serving at Wills Financial Group, LLC. She has been affiliated with the Wills Financial Group entities since 1989. Wills Financial Group, LLC provides discretionary portfolio management and advisory services to individuals, families, retirement plans, trusts, estates, and foundations. The firm employs fundamental security analysis and maintains balanced allocations across various asset classes, managing over $360 million in discretionary assets as of December 2024.

James Donlin is a financial advisor with East West Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His career includes roles at Marriott Securities, Capitol Securities Management, and Oyster Consulting, where he provides audit, compliance, and management consulting to financial services firms. Donlin also serves as a director for Love Like That, Inc., a non-profit marriage ministry offering counseling services. East West Investment Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, small businesses, and charitable organizations. The firm offers a firm-sponsored wrap fee program and employs a discretionary portfolio management approach that incorporates fundamental and technical analysis along with economic, political, and geopolitical considerations.

Christopher Harris is a financial advisor at ClearView Financial with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with ClearView Financial since 2016. ClearView Financial is a fee-only registered investment adviser serving individuals, families, estates, and trusts with discretionary portfolio management, financial planning, and retirement-plan consulting. The firm uses a blend of technical and fundamental analysis to construct portfolios guided by written Investment Policy Statements and emphasizes risk management focused on principal loss and behavioral risks.

Michael O'Shaughnessy is a financial advisor at Ascent Financial Group with a Series 65 designation and one year of industry experience. Prior to joining Ascent Financial Group, he worked at Journey Health & Lifestyle, Stanley Black & Decker, and Capital One. He volunteers with CancerLINC, providing assistance with account organization and debt consolidation to individuals affected by cancer. Ascent Financial Group offers comprehensive financial planning and portfolio management services primarily for individual and high-net-worth clients. The firm employs a mix of fundamental, technical, cyclical, and economic analysis to manage client portfolios on a discretionary basis and provides ongoing planner access and implementation.

Nathan Ward is a Series 65-licensed financial advisor with W & S Management Services, Inc. in Richmond, VA, where he has worked since 2015. He has nine years of industry experience. W & S Management Services provides discretionary portfolio management and comprehensive financial planning to individual investors, high-net-worth individuals, trusts, estates, and closely held businesses. The firm emphasizes fundamental analysis and long-term portfolio management, with a distinctive affiliation to a Certified Public Accounting practice that supports coordinated tax and financial planning.

Michael Peasley is a CFA® charterholder with 19 years of industry experience. He is currently affiliated with Tone Capital, LLC and has worked at Sterling Capital Distributors, LLC since 2014 and Sterling Capital Management LLC since 2013. Tone Capital, LLC provides discretionary and non-discretionary portfolio management, wealth management, financial planning, and retirement plan advisory services to individual, high-net-worth, and institutional clients. The firm uses a combination of quantitative models, modern portfolio theory, and fundamental and technical analysis to deliver customized investment strategies and offers additional services such as a goal-based digital platform and tactical global balanced strategies.

Nathan Nielsen is a financial advisor at Mission Financial Planning, Inc. in Richmond, VA, holding a Series 66 designation with two years of industry experience. Prior to joining Mission Financial Planning, he worked at Charesse J Hagan and Ameriprise. Mission Financial Planning, Inc. is a fee-only firm serving individuals, business owners, and retirement-plan sponsors, including high-net-worth clients. The firm provides comprehensive financial planning services and operates in an advice-only capacity, focusing on personalized asset allocation, written investment policy statements, and non-discretionary monitoring.

Gareth Mancini is a financial advisor at Z3 Capital Partners in Richmond, VA, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Raymond James Financial Services and Davenport & Company LLC. Z3 Capital Partners provides discretionary investment management and integrated financial planning to individuals, including high-net-worth clients, as well as entities such as family offices, trusts, and businesses. The firm employs a structured framework called the Financial House to align income, growth, and higher-growth allocations, managing accounts primarily on a discretionary basis through a wrap fee program.

Tina Hall is a financial advisor with Bonwell Capital Management, LLC in Richmond, VA, holding a Series 66 designation and 18 years of industry experience. She has been with Bonwell Capital Management since 2006. Bonwell Capital Management advises individuals, trusts, foundations, retirement plans, and corporations, providing personalized financial planning, investment management, and occasional consulting. The firm develops client-specific asset allocation guidelines and manages portfolios using a range of investment vehicles, focusing on fundamental research and continuous oversight.

Kirsten Ashbaugh is a CFP® with six years of industry experience, currently serving as an advisor at Manuka Financial since 2025. Her prior roles include positions at Private Advisor Group, LLC, LPL Financial, LLC, ZeroFOX, and the National Geospatial-Intelligence Agency. She also maintains a home-based business entity for tax and investment purposes. Manuka Financial works with individual and high-net-worth clients, offering discretionary investment management alongside ongoing and project-based financial planning. The firm employs a Modern Portfolio Theory approach, primarily using passive, asset-class portfolios and conducts quarterly account reviews.

Evan Moog is a CFA® charterholder and holds a Series 66 license, with 10 years of experience in the financial industry. He has worked at Wills Financial Group, LLC since 2026, following prior roles at Truist and Davenport & Company. Wills Financial Group, LLC provides discretionary portfolio management and advisory services to individuals, families, and institutional clients. The firm employs fundamental security analysis with a focus on balanced allocations across equities, bonds, mutual funds, and ETFs, and maintains an operational approach that excludes cryptocurrency purchases, wrap fee programs, and commissions.

Craig Bram is a financial advisor at Horizon Capital Management, Inc. in Richmond, VA, holding a Series 65 designation with 31 years of industry experience. He has been with Horizon Capital Management since 1995 and previously worked at Synalloy Corporation for nine years. Horizon Capital Management serves individual clients by providing discretionary investment supervisory and portfolio management services, complemented by limited financial planning on an hourly or fixed-fee basis. The firm focuses on selecting individual equities using fundamental and technical analysis, emphasizes long-term holdings with low turnover, and maintains a small, founder-run practice with personalized account management.