Trey Ellington is a CFP® with three years of industry experience, currently advising at Steelhead Wealth Management. Prior to joining Steelhead, he worked with Northwestern Mutual Wealth Management Company and CapTech Ventures. Steelhead Wealth Management serves employer plan sponsors, trusts, estates, charitable organizations, corporations, and other business entities by providing discretionary investment management, financial consulting, and retirement plan advisory services. The firm uses a mix of securities along with quantitative and qualitative analysis to guide portfolio construction and manages approximately $342 million in discretionary assets.

Michael Powers is a CFP®, PFS™, and holds a Series 66 license with 15 years of industry experience. He has worked at Manuka Financial since 2021 and previously spent seven years at Verus Financial Partners. Manuka Financial serves individual and high-net-worth clients by providing discretionary portfolio management and comprehensive financial planning. The firm uses a Modern Portfolio Theory-based approach focused on passive strategies such as index mutual funds and ETFs to build diversified, tax-efficient portfolios with a long-term perspective.

Alicia Borghi is a financial advisor at Z3 Capital Partners with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Raymond James Financial Services Advisors Inc. and Wells Fargo Advisors. Z3 Capital Partners provides discretionary investment management and integrated financial planning to individuals, including high-net-worth clients, as well as family offices, trusts, estates, private foundations, businesses, and business owners. The firm employs fundamental analysis and active portfolio management within a structured framework to align income, growth, and higher-growth allocations, primarily managing accounts on a discretionary basis through a wrap fee program.

Amy Kemp is a financial advisor with Paragon Financial Services in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. She previously worked at Dorsey Wright & Associates from 2010 to 2018 before joining Paragon in 2018. Kemp operates through Paragon as an independent investment advisor. Paragon Financial Services serves individual clients, including high-net-worth households, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers portfolio management, financial planning, and advisory consulting, combining fundamental and technical analysis with tactical, quantitatively informed strategies, and maintains formal affiliations for estate planning and tax coordination.

Richard Krafcik Jr. is a financial advisor at Cobblestone Asset Management in Richmond, VA, with 20 years of industry experience. He has been affiliated with Cobblestone since 2007 and also worked with Independent Financial Group and Stack Financial Group. Outside of his advisory work, he serves on the steering team of Passion Community Church and on the board of directors for FC Richmond, a non-profit soccer organization. Cobblestone Asset Management provides discretionary portfolio management and advisory services to individuals, corporations, and other financial advisors, using a combination of quantitative, fundamental, technical, and portfolio theory analyses to tailor portfolios to client goals and risk tolerances. The firm supports multiple investment strategies and operates as a platform sponsor and wrap fee program sponsor, overseeing more than $250 million in discretionary assets.

Grant Thigpen is a financial advisor with James River Asset Management, LLC, holding a Series 65 credential. He has one year of industry experience and previously worked with Pathfinder Wealth Partners and served four years at the International Mission Board. His background includes roles in education and nonprofit organizations. James River Asset Management serves individual, high-net-worth, and institutional clients, managing approximately $273.8 million across about 411 clients with a five-advisor team. The firm offers discretionary portfolio management, integrated financial planning, and pension consulting, utilizing proprietary model portfolios overseen by an internal investment committee.

John Scott is a financial advisor at CEF Advisors with 25 years of industry experience. He holds a Series 66 designation and has been with CEF Advisors since 2001. CEF Advisors manages separate accounts for individuals, including high-net-worth households, and institutional clients, focusing on listed closed-end funds and business development companies. The firm uses a blend of fundamental research and technical analysis to select funds, emphasizing discounts to net asset value and dividend coverage, and operates a paid data and research service alongside limited consulting tied to closed-end fund strategy.

Bonnie Smallwood is a financial advisor at Tone Capital, LLC with 35 years of industry experience. She has held positions at Bb&T Securities, LLC and Scott & Stringfellow, Inc., where she worked for 4 and 20 years respectively. She holds Series 63 and Series 65 credentials. Tone Capital, LLC provides discretionary and non-discretionary portfolio management, wealth management, financial planning, and retirement plan advisory services for individual, high-net-worth, and institutional clients. The firm employs a variety of analytic methods and offers both bespoke wealth management and goal-based digital platforms, managing approximately $103.2 million in assets across about 150 client relationships.

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® professional with eight years of experience in financial advising. She is currently with Spark Financial Advisors and previously worked at Verus Financial Partners. Spark Financial Advisors serves individual clients, charitable organizations, and employers, providing wealth management, comprehensive financial planning, and employee benefit plan services. The firm focuses on passive, diversified portfolios using low-cost index funds and ETFs, offering socially responsible investing options upon request, and operates under a fee-only fiduciary model.

Gabriel Hoffman is a Series 66-licensed advisor with 13 years of industry experience. He is currently with Taylor Hoffman Capital Management and has held prior positions at Purshe Kaplan Sterling Investments and Morgan Stanley. Outside of his advisory work, he serves as treasurer for Richmond Parliament, a 501(c)(7) organization, and as vice president of the Campbell University Central Virginia Alumni Chapter. Taylor Hoffman Capital Management provides wealth management, financial planning, and investment advisory services to individuals, trusts, estates, and retirement plans. The firm combines strategic asset allocation with fundamental research and manages a private investment fund under Regulation D.

Ronald Hochstein is a CFP® and ChFC® with 47 years of experience in the financial industry. He is associated with Highstone Group and has held various roles across related businesses, including Comprehensive Financial Planning Corporation and Comprehensive Financial Insurance Services, with involvement in areas such as financial planning, insurance, and business consulting. Hochstein is also the sole owner of Comprehensive Financial Group, LLC, which provides accounting and tax preparation services. Highstone Group offers advisory services to individuals, businesses, trusts, and retirement accounts, serving 174 client households with approximately $263.9 million in assets under management. The firm provides comprehensive financial planning, tax planning, investment consulting, and portfolio management, focusing on individualized asset allocations and typically managing assets on a non-discretionary basis that requires client approval for transactions.

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.

Keith Muth is a CFP® and CFA® with 29 years of experience in the financial services industry. He is currently with Watch Hill Financial Inc. in Richmond, VA, where he has worked since 2023. His prior experience includes roles at Select Brokers, LLC, Minnesota Life Insurance Company, and Securian Financial Services Inc. Outside of advising, Mr. Muth is the owner of Muth Financial LLC, an independent CPA firm. Watch Hill Financial Inc. is an SEC-registered investment adviser that provides wealth management, financial planning, and consulting services to a diverse client base including individuals, institutions, and governmental entities. The firm employs a goals-based, long-term investment approach using macroeconomic, fundamental, cyclical, and technical analysis to build diversified portfolios and offers discretionary management along with access to accounting services through its CPA affiliate.

Brandon Taylor is a financial advisor at Taylor Hoffman Capital Management with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Purshe Kaplan Sterling Investments, Morgan Stanley, Citigroup Global Markets, and UBS Financial Services. Outside of his advisory roles, he serves as director and treasurer of the James Monroe Memorial Foundation. Taylor Hoffman Capital Management provides wealth management, financial planning, investment management, and consulting services to individuals, trusts, estates, and retirement plans. The firm’s investment approach combines strategic asset allocation with bottom-up fundamental research and manages a private pooled investment fund under Regulation D.

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. in Richmond, VA, holding a Series 65 designation with two years of industry experience. Prior to joining Gladwyn, he worked at Mission Realty for four years and has experience with Young Life and Montgomery County Public Schools. Gladwyn Financial Advisors provides financial planning and investment advisory services primarily to individual clients, 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 comprehensive financial planning, portfolio management, and consulting services without imposing account minimums.

Daniel Silver is a CFA® charterholder with five years of experience in the financial industry. He has worked at Closed-End Fund Advisors, Inc. since 2020 and previously spent six years at Zoso Capital, LLC. CEF Advisors manages separate accounts for individuals, including high-net-worth households, and institutional clients, focusing on portfolios primarily composed of listed closed-end funds and business development companies. The firm’s investment process combines fundamental research and technical analysis, emphasizing funds trading at discounts to net asset value and utilizing proprietary data to guide trading and rebalancing decisions.

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.