Ryan Greenlee is a CFP® professional with three years of industry experience, currently serving as an advisor at Barrett Capital Management, LLC since 2022. Prior to joining Barrett Capital, he worked at Jones Lang LaSalle for six years and McKesson for three years. Barrett Capital Management provides fee-based investment advisory and portfolio management services primarily to individuals, including high-net-worth clients, as well as trusts, corporations, and charitable organizations. The firm employs a manager-of-managers approach with an emphasis on diversification and capital preservation, utilizing a proprietary Global AI™ quantitative methodology across client accounts.

John Robertson Jr. is a financial advisor with Colonial River Wealth Management LLC in Midlothian, VA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Colonial River Investments, LLC and LPL Financial since 2016 and previously worked at Osaic FA, Inc. from 2008 to 2016. Outside of advisory activities, he has involvement in non-variable insurance in Newport News, VA. Colonial River Wealth Management provides wealth management, investment management, and financial planning services to individuals, families, trusts, estates, and charitable organizations. The firm manages approximately $464 million on a discretionary basis, using proprietary quantitative tools and a tactical allocation approach, and operates across eight offices while maintaining a relationship with LPL Financial.

Justin Cason is a CFP® and holds a Series 65 license with four years of industry experience. He is currently with CG Advisory Services and has previously worked at Lumos Wealth Advisors and Verus Financial Partners. From 2016 to 2021, he was involved with Young Life. CG Advisory Services is an SEC-registered advisory firm serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm employs a largely model-driven investment approach with oversight from an Investment Committee and offers a range of services including discretionary portfolio management, financial planning, and retirement-plan consulting.

Todd Mccandless is a Series 65-licensed financial advisor with nine years of industry experience, currently with HBW Advisory Services LLC. He has worked at Southern Graphic Systems since 2014 and is involved with McCandless Enterprises LLC, a graphic design business he founded in 2001. Outside of advising, he also works as a graphic specialist at Altria Client Services. HBW Advisory Services manages approximately $1.75 billion in assets and provides asset management, financial planning, and consulting to individuals, families, charitable organizations, businesses, and retirement plans. The firm uses a blended investment approach with third-party money managers and offers a high client load per advisor alongside institutional and intermediary services.

Jonathan Holljes is a financial advisor at Brookwood Investment Group with over 40 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. His prior experience includes roles at Redwood Private Wealth LLC, LPL Financial, and Colonial River Investments, among others. He is also the managing director of Redwood Tax Specialists and has been an independent licensed insurance producer since 1982. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans by providing portfolio management, financial planning, and retirement plan advisory services. The firm uses a range of investment strategies tailored to client objectives and maintains multiple affiliated businesses along with platform relationships to support its service offerings.

William Rackley is a CFP® and holds a Series 66 license with 21 years of industry experience. He has worked at Perigon Wealth Management, LLC since 2018 and previously spent nine years at Integral Investment Advisors, Inc. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops portfolios tailored to client objectives and risk tolerance, often delegating day-to-day management to independent managers while maintaining oversight and accepting proxy-voting responsibility.

Manuel Naputi is a financial advisor with MissionSquare Retirement, holding a Series 66 designation and 17 years of industry experience. His prior work includes roles at ICMA-RC Services, LLC and DST. Outside of his advisory career, he assists with a small family business that sells furniture, antiques, and vintage items. MissionSquare Retirement serves state and local government employers, employees, and certain nonprofits by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include managed accounts and fund advice developed in partnership with Morningstar Investment Management.

Trevor Batt is a financial advisor at Ritholtz Wealth Management with eight years of industry experience. He holds the CFP® designation and Series 65 license. Prior to joining Ritholtz in 2025, Trevor worked at Cardinal Financial Planning, Indigenous Technologies, and several other firms across finance and technology sectors. Ritholtz Wealth Management serves both individual and institutional clients, offering comprehensive portfolio management and financial planning through advisor-led services and digital platforms. The firm employs a goal-based investment process emphasizing asset allocation and behavioral finance, managing approximately $9.4 billion in client assets.

William White is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. His career includes long tenures at H. Beck, Inc. and Duval White Investment Services, along with roles at several affiliated firms since 2007. Outside of advisory work, he is involved in insurance sales, including life, disability, and annuity products. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and retirement-plan consulting. The firm combines traditional investment advisory services with actuarial analysis and insurance consulting, catering mainly to non-high-net-worth individuals.

George Crawford is a financial advisor at Sequent Planning, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Mass Mutual Investors Services, MassMutual Life Insurance Company, Allstate Benefits, Reliance Standard, and Guardian Life Benefits. In addition to his advisory role, he is the owner and principal of Person Centered Financial, LLC, an insurance agency based in Midlothian, Virginia. Sequent Planning, LLC, operating as Futurity First Wealth Management, serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits by offering asset management, financial planning, and retirement-plan services. The firm utilizes a structured risk framework and diversified investment strategies, supported by a network of independent adviser representatives and various technology platforms.

Ryan Gibbs is a financial advisor at Savvy with 20 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Claris Financial, Triad Advisors, and New York Life. In addition to his advisory role, he is involved in insurance and annuity sales with multiple carriers. Savvy provides investment and financial planning services to individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized, primarily index-based long-term investment strategies alongside active equity portfolios and integrates third-party fintech tools and specialized sub-adviser strategies.

Jason Fowler is a Series 66 licensed financial advisor at Foundations Investment Advisors LLC with six years of industry experience. He previously worked at Bankers Life Securities, Inc. and Henrico County Public Schools. In addition to his advisory role, he serves as an agent for Bankers Life & Casualty, focusing on life and health insurance products for the senior market. Foundations Investment Advisors provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, model portfolios, and third-party sub-advisers to tailor investment strategies.

Daniel Murphy is a financial advisor at Savvy with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Claris Financial, LLC, LPL Financial, and Triad Advisors, Inc. He is also the owner of DFM Financial, an entity used to manage revenue and expenses related to his advisory activities. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized, primarily index-based investment strategies alongside active equity portfolios and tax-aware direct indexing, utilizing third-party sub-advisers and technology platforms to support portfolio management and tax optimization.

Robert Methven is a financial advisor with Forum Financial Management, LP, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with Forum Financial Management since 2007. Methven serves on the Board of Directors for Do Rights Inc., a healthcare nonprofit, and is president of Methven Business Services LLC, an IT and business consulting firm. Forum Financial Management, LP provides fee-based wealth management, financial planning, qualified plan services, and educational workshops to individual and institutional clients. The firm also serves as a sub-advisor and turnkey asset management platform for other RIAs, offering model portfolios primarily implemented with DFA institutional mutual funds and ETFs following a Modern Portfolio Theory approach.

Liam Methven is a financial advisor at Forum Financial Management, LP with one year of industry experience. He holds a Series 65 designation and previously worked at Red Ventures. Outside of his advisory role, he is also involved in insurance sales as a licensed insurance agent. Forum Financial Management, LP provides fee-based wealth management, financial planning, qualified plan services, and educational workshops to individual and institutional clients. The firm also serves as a sub-advisor and turnkey asset management platform for other independent RIAs, managing portfolios primarily with DFA institutional mutual funds and ETFs following a Modern Portfolio Theory approach.

Arianne Mc Sellers is a CFP® and Series 65-licensed advisor at Facet with one year of industry experience. Prior to joining Facet, she worked at Garrel Miani Financial Group and operated Abundant Life Financial Coaching Services. Her career also includes roles outside of finance at Sabra Dipping Co. and DSD Partners. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, serving both non-high-net-worth and high-net-worth households primarily through phone, video, and a proprietary web platform. The firm uses technology-driven processes and model-based asset allocations focused on ETFs, with a flat subscription fee structure rather than asset-based fees.

Aaron Gibbs is a financial advisor at Savvy with 19 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at firms including Claris Financial, LPL Financial, and Triad Advisors. Gibbs is also the managing director of Gibbs Financial Services LLC, an investment-related business. Savvy provides investment and financial planning services to individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations. The firm builds customized, primarily index-based investment plans and utilizes third-party sub-advisers and technology platforms to support a variety of strategies and client needs.

David Shenton is a financial advisor at Capitol Securities Management, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Capitol Securities since 2007. Outside of his advisory role, he is a passive investor in a tequila importing and distributing business called Two Sons Imports. Capitol Securities Management serves individual, corporate, charitable, trustee, and plan sponsor clients by providing brokerage and investment advisory services, comprehensive financial planning, and pension consulting. The firm manages assets through separately managed accounts, wrap fee programs, and third-party money managers, delivering advice via a network of investment adviser representatives who develop client-specific investment policies.

Thomas Robertson is a financial advisor at CG Advisory Services with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Valic Investment Services Company for 23 years. Robertson is also involved in insurance sales across various states and carriers. CG Advisory Services manages approximately $4.02 billion for a diverse client base, including individuals, pension plans, charitable organizations, and corporate clients. The firm provides discretionary portfolio management, financial planning, retirement services, and consulting through proprietary model portfolios and customized account structures.

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.