Tracy Leeper is a Series 65-licensed financial advisor with nine years of industry experience. She has been with The Capital Management Corporation since 2010. The Capital Management Corporation is a privately owned investment management firm serving individuals, families, foundations, endowments, retirement plans, and corporations. The firm uses fundamental research through an Investment Policy Group to tailor discretionary portfolios aligned with client objectives and risk guidelines, and it also licenses model portfolios to third-party sponsors.

Jeremy Woltz is a financial advisor with The Main Street Group in Glen Allen, VA, holding a Series 65 credential and one year of industry experience. Prior to joining The Main Street Group, he worked with Needle's Eye Ministries and West End Assembly of God. Outside of his advisory role, he is involved as a landlord managing real estate rental properties. The Main Street Group is an eight-advisor team providing investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm offers customized, diversified portfolios using low-cost mutual funds, ETFs, and other securities, and incorporates systematic features such as rebalancing and tax-loss harvesting through the Schwab platform.

Susannah Orzolek is a financial advisor at Carlson Financial with a Series 65 designation and six years of industry experience. She has worked at Carlson Financial since 2018 and previously spent three years at EURPAC. Carlson Financial is a retirement planning and wealth management firm serving individuals, trusts, small businesses, family offices, and institutional clients. The firm manages approximately $632 million in discretionary assets and employs a cash-flow–based financial planning approach, constructing discretionary portfolios primarily from equities and exchange-traded funds to balance long-term growth and income.

Anna Carlson is a financial advisor at Carlson Financial with seven years of industry experience. She holds a Series 65 designation and previously worked at Global Financial Private Capital, LLC. Carlson Financial serves pre-retirees, retirees, and a range of clients including individuals, trusts, small businesses, family offices, and endowments. The firm provides comprehensive financial planning and discretionary portfolio management, using a cash-flow-based process and primarily equities and ETFs to balance growth and income.

Robert Showalter is a financial advisor with The Main Street Group in Glen Allen, VA, holding a Series 66 designation and 12 years of industry experience. He has been with The Main Street Group since 2015 and previously worked at LPL Financial LLC from 2014 to 2017. Outside of advising, he is involved with an audiovisual products and services business. The Main Street Group is a team of eight advisors managing approximately $470 million for about 688 clients, primarily serving individual and high-net-worth clients. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, using customized, diversified portfolios that include low-cost mutual funds, ETFs, and other securities, with a primarily long-term investment orientation.

Virginia Mylks is a financial advisor with The Main Street Group in Glen Allen, VA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has worked with The Main Street Group since 2015 and has prior experience at LPL Financial and Virginia Insurance Associates, where she remains active. Mylks serves on the board of United Insurance Professionals, a nonprofit organization for insurance professionals. The Main Street Group provides investment advisory and financial planning services primarily to individual and high-net-worth clients, offering customized portfolios that include low-cost mutual funds, ETFs, and other investment vehicles. The firm employs a mix of fundamental, technical, and cyclical analysis with a long-term investment orientation and integrates systematic features such as rebalancing and tax-loss harvesting.

Ian Gallagher is a financial advisor at Carlson Financial with a Series 65 credential. He joined the firm in 2024 and has prior work experience in healthcare and administrative roles, including positions at Phreesia and New York Presbyterian Hospital. Carlson Financial is a retirement planning and wealth management firm serving individuals, trusts, small businesses, family offices, and institutional clients. The firm manages approximately $632 million in discretionary assets and employs a cash-flow–based financial planning approach, with portfolios primarily composed of equities and exchange-traded funds.

Kenneth Walker is a financial advisor with The Capital Management Corporation in Glen Allen, VA, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has been with the firm since 2002. The Capital Management Corporation offers discretionary investment management services to individuals, families, foundations, endowments, retirement plans, and corporations. The firm uses fundamental research to tailor portfolios to client objectives and risk guidelines, managing approximately $825 million in assets for around 196 clients.

Thomas Underwood III is a CFP® professional with 14 years of industry experience, currently serving as an advisor at Bright Wealth Management, LLC. His career includes roles at Cary Street Partners, Truist Advisory Services, and BB&T. Outside of his advisory work, he operates as an independent insurance agent. Bright Wealth Management, LLC is a fee-only registered investment adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $265 million across 175 clients through a team of seven advisors, offering discretionary portfolio management with tailored asset-allocation models and ongoing portfolio supervision.

Alishia Dubois is a CFP® professional with four years of industry experience, currently serving at Strathmore Capital Advisors. Her prior experience includes roles at Modera Wealth Management, Bernhardt Wealth Management, AMJ Financial Wealth Management, and Yeske Buie. Strathmore Capital Advisors serves individuals, trusts, endowments, and participant-directed retirement plans with discretionary portfolio management and goals-based financial planning. The firm emphasizes an asset-allocation-driven investment approach using mutual funds and ETFs, supplemented by technology for client service and distinctive offerings such as a synthetic lending strategy and integrated tax-preparation services.

Parker Duda is a financial advisor at Carlson Financial with a Series 65 designation and one year of industry experience. Prior to joining Carlson Financial, he worked in education for nine years at various institutions, including James Madison University and multiple middle and high schools. Carlson Financial is a retirement planning and wealth management firm serving individuals, trusts, small businesses, family offices, and institutional clients, managing approximately $632 million in discretionary assets. The firm’s investment approach is centered on a cash-flow–based financial planning process, with portfolios constructed from equities and exchange-traded funds to balance growth and income.

Russell Munn is a CFP® professional with seven years of industry experience, currently serving as an advisor at Hermitage Wealth. His prior roles include positions at Royal Alliance Associates and OSAIC. He is the sole owner of MUNN-CRAFTON, LLC, which manages his disability and health insurance activities. Hermitage Wealth provides investment advisory, retirement plan consulting, and financial planning services to corporations, plan sponsors, and individual clients. The firm emphasizes due diligence on third-party money managers and offers both discretionary and non-discretionary portfolio management alongside retirement plan consulting services.

Christopher Cosby is a CFP® with 14 years of experience in the financial services industry. He is currently with Hermitage Wealth and has held roles at Strategic Design Group and OSAIC. Outside of his advisory work, he serves as Vice President of Strategic Design Group, a non-investment related LLC. Hermitage Wealth provides investment advisory, retirement plan consulting, and financial planning services to plan sponsors, corporations, and individuals. The firm emphasizes selecting and monitoring third-party money managers and offers discretionary and non-discretionary portfolio management alongside retirement plan consulting and fixed-fee financial planning.

Joseph Britt is an advisor at Carlson Financial with a Series 65 designation and no prior industry experience. Before joining Carlson Financial in 2026, he worked in education at James Madison University and various high schools from 2015 to 2026. Carlson Financial is a retirement planning and wealth management firm serving individuals, trusts, small businesses, family offices, and institutional clients. The firm manages approximately $632 million in discretionary assets for about 1,100 client households through a ten-advisor team, employing a cash-flow–based financial planning process and portfolios primarily constructed of equities and exchange-traded funds.

Craig Lefeber is a financial advisor with Bright Futures Wealth Management, LLC in Glen Allen, VA, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His prior experience includes 12 years at Cetera Advisors LLC. He also holds a fixed insurance license and sells fixed life, disability, annuity, and long-term care insurance. Bright Futures Wealth Management provides portfolio management, financial planning, and pension consulting services to individuals, accredited investors, trusts, entities, and retirement plans. The firm serves both non-high-net-worth and high-net-worth clients with discretionary and non-discretionary services and employs a variety of analytical methods and investment strategies.

Thomas Love is a CFP® professional with 18 years of experience in the financial industry. He has been with The Main Street Group since 2015 and previously worked at LPL Financial. The Main Street Group is a team of eight advisors serving individual and high-net-worth clients with investment advisory and financial planning services. The firm offers customized, diversified portfolios primarily using low-cost mutual funds and ETFs, employing a long-term investment approach supported by systematic strategies such as rebalancing and tax-loss harvesting.

Scott Davila is a financial advisor with The Capital Management Corporation in Glen Allen, VA. He holds Series 63 and Series 65 registrations and has four years of industry experience. Prior to joining The Capital Management Corporation in 2021, he worked at Zod Marketing & Communications, Inc. and Padilla. The Capital Management Corporation provides discretionary investment management for individuals, families, foundations, endowments, retirement plans, and corporations. The firm emphasizes fundamental research within a tailored investment approach and serves roughly 196 clients with approximately $825 million in assets under management.

Joseph Cheatham is a financial advisor at Vectors Asset Management with a Series 65 designation and one year of industry experience. He has worked at Vectors Asset Management since 2018 and has prior experience at Virginia Commonwealth University, SKY Building Supply, and Virginia Tech. Vectors Asset Management serves institutional and high-net-worth clients, including banks, insurance companies, and government accounts, offering discretionary and non-discretionary portfolio management along with valuation consulting and risk-management services. The firm combines top-down macro allocation with bottom-up quantitative analysis, using proprietary models and maintaining a high client and asset management load per advisor.

William Haskins Jr. is a financial advisor at Insight Advisors, LLC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Purshe Kaplan Sterling Investments and Wells Fargo Advisors Financial Network LLC. He also serves as co-trustee for his parents-in-law’s trust, managing trust assets and overseeing tax filings. Insight Advisors, LLC manages over $700 million for individuals, high-net-worth clients, pension and profit-sharing plans, and business entities through a team of 15 advisors across four offices. The firm offers portfolio management, financial planning, and pension consulting, employing a range of investment strategies tailored to client goals and includes regular portfolio reviews and rebalancing.

John Spiers is a CFA® charterholder with 17 years of industry experience. He has been with The Main Street Group since 2016, with a brief one-year tenure at EGA Capital, LLC. The Main Street Group provides fee-based investment advisory services, financial planning, retirement-plan consulting, and managed portfolios to individuals and high-net-worth clients. The firm employs a primarily long-term investment approach, utilizing diversified mutual funds, ETFs, and other securities, and features technology-driven solutions including Artificial Intelligence for data analysis under human supervision.