Pamela Simms is a CFP® professional with nine years of industry experience. She has been with The Capital Management Corporation since 2006, contributing to the firm for over 20 years. The Capital Management Corporation provides discretionary investment management services to individuals, families, foundations, endowments, retirement plans, and corporations. The firm employs a research-driven process tailored to client objectives, managing approximately $825 million in assets for nearly 200 clients.

Jennifer Luzzatto is a CFP® and CFA® with 26 years of industry experience. She joined Strathmore Capital Advisors in 2025 after spending 26 years at Summit Financial Partners, Inc. 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, combined with technology integration and a range of specialized services including tax preparation and a securities-backed lending strategy.

Jordan Mistretta is a financial advisor at Carlson Financial with a Series 65 credential and one year of industry experience. Prior to joining Carlson Financial, he worked at Virginia Credit Union and has background experience in the retail and food service industries. 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 process with portfolios primarily composed of equities and ETFs.

Emil Pichardo is a CFP® professional with 33 years of industry experience, currently serving as a financial advisor at Godsey & Gibb Wealth Management. His prior experience includes 31 years at Charles Schwab Bank and two years at Edward Jones. Godsey & Gibb Wealth Management provides portfolio management, financial planning, tax preparation, and financial education to individuals, high-net-worth clients, and a variety of institutional clients including sovereign wealth funds. The firm employs both fundamental and technical analysis with discretionary account management and offers integrated tax services through an in-house CPA team.

Scott O'Neill is a financial advisor at The Main Street Group with one year of industry experience. He holds a Series 65 designation and has worked previously with Madewell Properties and as a self-employed professional. 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 using diversified mutual funds, ETFs, individual securities, and alternative strategies, supported by Schwab’s institutional custody and technology platform.

John Cory Hoffer is a financial advisor at Hermitage Wealth with 25 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining Hermitage Wealth in 2025, he was associated with OSAIC for 19 years. Hermitage Wealth provides investment advisory, retirement plan consulting, and financial planning services to plan sponsors, corporations, and individual clients. The firm focuses on selecting and monitoring third-party money managers and offers both discretionary and non-discretionary portfolio management along with stand-alone financial planning and ERISA fiduciary services.

Cleighton Hilbert is a financial advisor at Alpha Omega Wealth Management, LLC with 29 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Davenport & Company LLC for 22 years before joining Alpha Omega Investment Advisors in 2018. Alpha Omega serves individuals, high-net-worth families, trusts, estates, business entities, and charitable organizations, providing portfolio management, financial planning, retirement plan consulting, and family office services. The firm’s investment approach emphasizes tailored asset allocation, fundamental analysis, and the use of diverse investment vehicles, including derivatives for income generation and risk management, alongside unique family office and household finance capabilities.

Neil Powers is a CFA® charterholder at Vectors Asset Management with over 20 years of experience, having worked at Vectors Research Management, LLC since 2004. He is based in Glen Allen, VA, and is part of a four-advisor team at the firm. Vectors Asset Management provides discretionary and non-discretionary portfolio management to individual and institutional clients, including high-net-worth individuals, endowments, foundations, and financial institutions. The firm combines top-down macro analysis with bottom-up security valuation, focusing on mortgage- and asset-backed securities and offering specialized hedging and valuation services.

Sean Campbell is a financial advisor at Campbell Deegan Financial with 27 years of industry experience. He holds the Series 66 designation and has worked at Merrill Lynch, Bank of America, and Purshe Kaplan Sterling Investments before joining Campbell Deegan Wealth Management in 2018. Campbell Deegan provides comprehensive wealth management, financial planning, and investment management services to individuals, corporations, pension and profit-sharing plans, and trusts and estates. The firm employs a fundamental analysis approach with diversified model strategies ranging from conservative to aggressive and manages both discretionary and non-discretionary portfolios.

Sara Gochenour is a Series 65 credentialed financial advisor with 13 years of industry experience. She is currently with Salomon and Ludwin, where she has worked since 2026. Her prior experience includes roles at Heritage Wealth Advisors and Nasdaq, Inc., spanning a total of seven years. Salomon and Ludwin serves individuals, high-net-worth households, families, trusts, estates, foundations, small businesses, and qualified retirement plans, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a flexible, actively managed approach using low-cost, tax-efficient ETFs, mutual funds, and individual securities combined with fundamental and technical analysis and a proprietary timing strategy.

Lawrence Grimes is a CFP® professional with 34 years of experience in the financial services industry. He is currently Executive Vice President at The Main Street Group and has held roles at Kestra Investment Services, LLC and LPL Financial LLC. Grimes also serves as treasurer for the Chester Civitan Club and is a board member of Camp Baker, a charitable organization in Chesterfield County, VA. 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 with a long-term orientation, utilizing low-cost mutual funds, ETFs, and other investment vehicles, alongside financial planning, retirement consulting, and automated investment options.

Lisa Roccaforte is a CFP® with 32 years of experience in the financial services industry. She is currently with The Main Street Group, a firm she has been associated with since 2015, and also works with KESTRA Investment Services, LLC. Roccaforte holds several insurance producer roles and is involved in selling life insurance and fixed annuities. The Main Street Group advises individuals and high-net-worth clients through fee-based investment advisory services, financial planning, and managed portfolios tailored to client goals and risk tolerance. The firm employs a primarily long-term investment approach using diversified mutual funds, ETFs, individual securities, and alternative allocations, supported by technology platforms including Schwab Institutional Intelligent Portfolios™.

Michael Gibb is a financial advisor with Godsey & Gibb Wealth Management in Richmond, VA, holding a Series 65 credential and 14 years of industry experience. He has been with Godsey & Gibb since 2013 in various roles within the firm. Godsey & Gibb Wealth Management provides discretionary and non-discretionary portfolio management, financial planning, tax preparation, and financial education to individuals, high-net-worth clients, and a variety of institutional clients including sovereign wealth funds. The firm employs fundamental and technical analysis across fixed income, equities, and ETFs, and features an in-house CPA team offering integrated tax services.

Margaret Fretz is a financial advisor at Blue Edge Capital, LLC in Richmond, VA, with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Blue Edge Capital since 2010. Blue Edge Capital provides discretionary, customized investment management to individuals, high net worth clients, family and charitable trusts, family offices, profit-sharing plans, corporations, and nonprofit organizations. The firm employs a strategic, endowment-model asset allocation adapted for cost, liquidity, and tax efficiency, combined with tactical adjustments based on macroeconomic, quantitative, and technical analysis.

Jacob Fram is a CFP® with three years of industry experience, currently serving as a financial advisor at Verus Financial Partners. His prior roles include positions at TCV Trust & Wealth Management, Keiter CPA, and PriceWaterhouseCoopers. Verus Financial Partners provides discretionary investment management and financial planning services to individuals and families, including high-net-worth clients. The firm primarily invests in mutual funds and ETFs using fundamental analysis and employs tax-efficient strategies, while offering additional services such as tax preparation and trust administration.

Maya Lindsey is a Series 65-licensed advisor at Godsey & Gibb Wealth Management with one year of industry experience. Prior to joining the firm, she worked for several years at Salisbury Country Club. Godsey & Gibb Wealth Management serves individual and institutional clients, offering discretionary and non-discretionary portfolio management along with comprehensive financial planning. The firm utilizes fundamental and technical analysis across various asset classes and provides in-house tax planning and educational content.

Brian Welch is a CFP®-designated financial advisor with 18 years of industry experience. He has been with Verus Financial Partners since 2014, working through the firm's various iterations to the present. Verus Financial Partners serves primarily individuals and families, including high-net-worth clients, providing discretionary investment management along with optional financial and tax planning services. The firm employs fundamental analysis with a mix of long- and short-term strategies, allocates assets mainly across mutual funds and ETFs, and incorporates unique practices such as the use of Dimensional Fund Advisors funds and independent proxy-voting services.

Benjamin Beverly is a financial advisor with Capital Cities Investments in Richmond, VA, holding Series 63 and Series 65 licenses and possessing 17 years of industry experience. He has worked at Capital Cities Investments since 2011 and is also affiliated with Silver Oak Securities, Inc. Outside of his advisory role, he serves as a volunteer board member for a homeowners association and works as a life and long-term care insurance agent. Capital Cities Investments serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and employee benefit plans. The firm employs a combination of active and passive asset-allocation strategies using mutual funds and ETFs, with portfolio monitoring and rebalancing typically conducted quarterly.

Marshall Reid is a financial advisor at Blue Edge Capital, LLC in Richmond, VA, holding a Series 65 designation with 23 years of industry experience. He has been with Blue Edge Capital since 2010, contributing to the firm’s team of four advisors. Blue Edge Capital provides discretionary, customized investment management for individuals, high net worth clients, family and charitable trusts, family offices, profit-sharing plans, corporations, and nonprofit organizations. The firm employs a strategic, endowment-model asset allocation adapted for cost efficiency, liquidity, and tax considerations, combined with tactical adjustments based on macroeconomic, quantitative, and technical analysis, primarily using diversified ETF portfolios including ESG-focused options.

Thomas Pusser is a financial advisor at Capital Cities Investments with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Capital Cities Investments since 2005. Pusser is also involved in the insurance business, researching, proposing, and selling life and long-term care insurance as part of financial planning. Capital Cities Investments serves individuals, trusts, estates, charitable organizations, corporations, and employee benefit plans by offering portfolio management, financial planning, pension consulting, and access to Schwab Institutional Intelligent Portfolios. The firm constructs diversified portfolios using mutual funds and ETFs, emphasizing asset allocation and disciplined rebalancing tailored to each client’s needs.