Amy Clark is a CFP® and ChFC® with 29 years of experience in financial advisory. She has been with Highstone Group since 2002 and also has experience with Silver Oak Securities and Securities Service Network. In addition to her advisory work, she is involved in insurance services through Comprehensive Financial Insurance Services, where she works with clients on life, health, disability, and long-term care insurance policies. Highstone Group provides investment advisory, financial planning, tax-planning, and consulting services primarily to individual clients and households, including high-net-worth clients, trusts, IRAs, and businesses. The firm offers individualized portfolio management based on client-specific profiles and uses fundamental analysis across a range of investment products, generally managing accounts on a non-discretionary basis with regular monitoring.

Jennifer Berdell is a financial advisor at Kinloch Capital, LLC with 27 years of industry experience. She holds a Series 63 designation and has worked at Kinloch Capital since 2019. Prior to that, she spent a decade with Bank of America and Merrill Lynch. Kinloch Capital advises individuals, trusts, non-profits, pensions, and businesses, offering discretionary asset management, financial planning, and divorce planning services. The firm employs proprietary model portfolios and a dynamic allocation process focused on tax efficiency and low-cost investment vehicles.

Michelle Orellana is a CFP® with seven years of industry experience, currently serving at Spark Financial Advisors. Her prior experience includes roles at Verus Financial Partners and Good Neighbor Homes. Spark Financial Advisors is a small SEC-registered advisory firm managing approximately $116 million and serving individuals, charitable organizations, and businesses. The firm emphasizes passive portfolio construction guided by fundamental analysis and offers comprehensive financial planning, employee benefit plan services, and fiduciary adviser services.

Gabriel Hoffman is a financial advisor at Taylor Hoffman Capital Management with 12 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney prior to joining Taylor Hoffman Wealth Management in 2017. Outside of his advisory role, he serves as treasurer for Richmond Parliament, a social organization, and is vice president of the Campbell University Central Virginia Alumni Chapter. Taylor Hoffman Capital Management provides financial planning, consulting, and wealth management services to individuals, trusts, estates, and retirement plans. The firm employs a strategic asset allocation approach combining fundamental analysis and a mix of investment vehicles, including an affiliated private investment fund for accredited investors.

Ronald Hochstein is a financial advisor with Highstone Group in Richmond, VA, holding CFP® and ChFC® designations and over 46 years of industry experience. He has worked with several firms including Silver Oak Securities, Inc., Securities Service Network, Inc., and has been associated with Highstone Group since 2002. Outside of his advisory work, he is the sole owner of Comprehensive Financial Group, LLC, which provides accounting and tax preparation services through an in-house CPA. Highstone Group offers investment advisory, financial planning, tax-planning, and consulting services primarily to individual clients and households, including high-net-worth clients. The firm uses individualized portfolio management based on client-specific profiles and fundamental analysis, managing accounts mostly on a non-discretionary basis while incorporating non-securities products and affiliated insurance and accounting services.

Ryan Smith is a CFP® with 22 years of industry experience. He has been with Paragon Financial Services since 2012 and also maintains an affiliation with LPL Financial LLC dating back to 2010. Smith is involved in multiple investment-related activities through Paragon, including advisory and tax strategy services. Paragon Financial Services serves individual and high-net-worth clients, retirement plans, trusts, and institutions with portfolio management, financial planning, pension consulting, and estate/tax coordination. The firm offers customized and model portfolios with tactical, quantitatively informed allocation strategies and integrates tax and estate services through affiliated providers.

Brandon Taylor is a financial advisor with Taylor Hoffman Capital Management in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and CitiGroup Global Markets. He serves as a director and treasurer of the James Monroe Memorial Foundation, a nonprofit honoring the fifth U.S. president. Taylor Hoffman Capital Management provides financial planning, consulting, and wealth management services to individuals, trusts, estates, and retirement plans. The firm combines strategic asset allocation with fundamental analysis, offering both discretionary and non-discretionary portfolio management alongside standalone planning and retirement-plan consulting.

Jason Dodzik is a financial advisor at Cobblestone Asset Management in Richmond, VA, with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Independent Financial Group, Osaic Wealth, and Gallagher Fiduciary Advisors. Outside of his advisory role, he is involved in insurance services, acting as a life and long-term care insurance agent. Cobblestone Asset Management provides discretionary portfolio management to individuals, corporations, and other advisors, emphasizing ETFs alongside a range of asset classes. The firm employs multiple analytical methods and offers a platform for third-party advisors, managing both long- and short-term trading strategies under discretionary authority.

Robert Murray is a financial advisor at Gladwyn Financial Advisors, Inc. with one year of industry experience. He holds a Series 65 designation and previously worked in real estate at Mission Realty and in educational roles at Young Life and Montgomery County Public Schools. Gladwyn Financial Advisors provides financial planning and investment advisory services primarily to individual clients, including high-net-worth individuals, as well as trusts, estates, retirement plans, charitable organizations, and business entities. The firm emphasizes long-term, asset-allocation driven portfolios using index-oriented mutual funds and ETFs, and offers flexible planning and management options without account minimums.

Daniel Silver is a CFA® charterholder with five years of industry experience. He has worked at CEF Advisors since 2020 and previously spent six years with Zoso Capital, LLC. CEF Advisors manages separate accounts primarily for individual and high-net-worth clients, as well as institutional clients and third-party advisors through sub-advisory arrangements. The firm focuses on investment management of portfolios using a model-based approach centered on closed-end funds and business development companies, leveraging proprietary data and research services.

Ryan Drake is a financial advisor with Commonwealth Retirement Investments LLC in Richmond, VA, holding CFP® and ChFC® designations and over 24 years of industry experience. He previously worked at Lincoln Financial Advisors Corp. for 16 years before joining Commonwealth Retirement Investments and Purshe Kaplan Sterling Investments in 2017. Drake serves as co-trustee of a family irrevocable trust. Commonwealth Retirement Advisors serves individual clients and families, particularly those approaching or in retirement, offering personalized financial planning and portfolio management on a primarily discretionary basis. The firm employs a structured process starting with comprehensive retirement planning and implements customized investment strategies using dividend-growth equities, diversified fixed income, tactical equity ETFs, and selective annuities.

Thomas Marshall is a financial advisor with Virginia Estate and Retirement Planning Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has worked at Virginia Estate and Retirement Planning Advisors since 2009 and leads Virginia Tax Center, a tax consulting and preparation business. Marshall is also president of Virginia Estate and Retirement Planning Group, Inc., where he provides insurance services. Virginia Estate and Retirement Planning Advisors, Inc. serves individual and high-net-worth clients with discretionary investment management and comprehensive financial planning, including retirement income planning, tax and estate-document reviews, and managed account recommendations. The firm uses fundamental, technical, and cyclical analysis to guide investment decisions and offers ongoing portfolio oversight aligned with clients’ goals.

Robert Gillispie is a financial advisor at Yes Life Financial with two years of industry experience. He holds a Series 65 designation and has worked with the U.S. Forest Service for over ten years. Outside of his advisory role, he is a partner in a real estate venture. Yes Life Financial provides portfolio management and comprehensive financial planning services primarily to individual clients through virtual engagements. The firm emphasizes passive investment management using low-cost index funds and ETFs, supported by fundamental, technical, and cyclical analyses.

Suzanne Grason is a CFP® certificant with over 21 years of industry experience. She is currently a financial advisor at Spark Financial Advisors, where she has worked since 2022. Her prior experience includes roles at Cerity Partners LLC, FJY Financial, and Ameriprise Financial Services, Inc. Grason serves as President of the FPA Central Virginia Chapter board and is a board member of the National Capital Chapter of the Society of Financial Services Professionals, participating in Women in Finance initiatives. Spark Financial Advisors serves individual clients, charitable organizations, and employers by providing wealth management, financial planning, and employee benefit plan services. The firm focuses on passive, diversified portfolios using low-cost index funds and ETFs, with options for values-based investing, and operates under a fee-only fiduciary model.

Roberta Keller is a financial advisor with Alexis Advisors, LLC in Richmond, VA, holding a Series 65 designation and 16 years of industry experience. She has been with Alexis Advisors since 2013. Alexis Advisors 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 ESG considerations, and is certified as a B Corporation.

Diana Thompson is a Series 65 licensed advisor at Sovereign Capital Vantage, Inc. with nine years of experience at the firm and a total of 21 years in the industry. Prior to her current role, she worked in public schools in Hanover County and Desoto County for a total of 12 years. She is also a corporate Secretary and owner of Sovereign Capital Vantage, where she manages corporate responsibilities alongside her advisory duties. Sovereign Capital Vantage, Inc. is a fee-based advisory firm serving individual and high-net-worth clients through discretionary portfolio management and hourly financial planning. The firm oversees approximately $26.8 million for about 68 clients across three offices, using a blend of fundamental and technical analysis and offering services for both custodied and held-away retirement accounts.

Alexander Scott is a financial advisor at Alpha Advisors, LLC in Richmond, VA, holding a Series 65 designation with 14 years of industry experience. He has been with Alpha Advisors since 2013. Alpha Advisors serves primarily individuals and families, managing approximately $256 million in assets across roughly 115 clients. The firm focuses on discretionary portfolio management with an emphasis on asset allocation and diversification, using no-load mutual funds, ETFs, and separately managed accounts to implement customized model portfolios.

Jeffrey Mussatt is a CFP® professional with 16 years of industry experience. He is a managing member of several ventures, including E9 Ventures, SRA Investco LLC, and Around the Green, LLC. His prior experience includes roles at Joycepayne Partners, P.C. and Kimble Advisory, LLC before joining CrossGrain Family Investments, LLC in 2021. CrossGrain Family Investments serves high-net-worth individuals and families through a concierge-style wealth advisory model with a small team and a concentrated client base. The firm offers discretionary investment management, personalized financial planning, and co-investment advisory on private opportunities, utilizing a blend of active and passive strategies tailored to client-specific goals.

Robert Wrenn is a financial advisor with MidAtlantic Capital Management, Inc. in Richmond, VA, holding a Series 65 designation and 20 years of industry experience. He has been with MidAtlantic Capital Management since 2005. MidAtlantic Capital Management provides discretionary portfolio management and retirement plan advisory services to individuals, families, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a range of investment approaches including mutual funds, ETFs, and individual securities, with a focus on continuous management and ERISA-compliant plan services.

Molly Escalante is a financial advisor at Schutt Capital Management LLC in Richmond, VA, holding a Series 65 designation with 11 years of industry experience. She has been with Schutt Capital Management since 2014. Schutt Capital Management provides discretionary investment management through a private investment fund, pooled real estate LLCs, and separately managed accounts, serving individuals, trusts, partnerships, and corporations. The firm employs a value-investing approach focused on public equities, corporate and municipal debt, private-company securities, and direct real estate, using options and ETFs for hedging or income generation.