James Crooks Jr. is a Series 65-licensed advisor with Sequent Planning, LLC in Richmond, VA, with one year of experience at the firm and over a decade of prior experience at SurePoint Financial, LLC. He also serves as Vice President of Bridgeway Logistics, LLC, a last-mile delivery business, where he manages HR and fleet operations. Additionally, he spends part of his time as an insurance agent offering insurance products to clients. Sequent Planning, LLC (doing business as Futurity First Wealth Management) is an SEC-registered investment adviser that serves individuals, retirement plan sponsors, small and medium-sized businesses, endowments, and nonprofit organizations. The firm provides asset management, financial planning, and retirement plan services through a network of investment adviser representatives using a structured risk framework and diversified manager exposures.

Jody Bruce is a financial advisor with United Brokerage Services, Inc. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities LLC, Minnesota Life, Securian Financial Services, Virginia Asset Management, and Nationwide. He also serves as an agent with Midland National, focusing on fixed life insurance business. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, corporate pension and profit-sharing plans, and trust clients through various wrap fee and advisory programs. The firm primarily manages assets on a non-discretionary basis, with investment approaches tailored by advisor and program, and maintains affiliations with United Bank and Wells Fargo.

Richard Contelmo is a financial advisor with Simplicity Wealth and holds a Series 65 credential. He has six years of industry experience and previously worked at Alphastar Capital Management, LLC. He is also involved with AMC and RAC Associates LLC and Cornerstone, where he participates in health, life, and annuities insurance activities. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, institutional clients, and other financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, offering model portfolios that are actively monitored and rebalanced, along with technology and operational services for advisers through its TAMP platform.

Roy Alexander is a financial advisor with Capitol Securities Management, Inc. in Springfield, VA, holding the PFS™ designation along with Series 63 and Series 65 licenses. He has 24 years of experience with Capitol Securities and has operated his own CPA practice since 1981, providing accounting and tax preparation services. In addition, he serves as treasurer of the West Springfield Professional Condo Association, managing financial statements and budgets. Capitol Securities Management serves individual, corporate, and charitable clients with brokerage and advisory services, comprehensive financial planning, and pension consulting. The firm offers access to a range of investment programs and utilizes a network of advisers to develop client-specific investment policies.

Andrew Cooke is a financial advisor at Signal Advisors Wealth, LLC with one year of industry experience. He holds a Series 65 credential and has previously worked at Purpose Driven Wealth Advisors LLC, Gradient Advisors, LLC, and several other firms. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and their retail clients. The firm employs a primarily top-down, tactical asset allocation process with sector rotation and a relative growth/value framework, while supporting a high client load per advisor through its platform.

Rebecca Reynaud is a financial advisor with Prospera Financial Services, Inc. She holds Series 63 and Series 66 designations and has 29 years of industry experience. Prior to joining Prospera in 2026, she spent 22 years at First Clearing, LLC. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Dennis Perkins Jr. is a Series 66-credentialed advisor with 22 years of industry experience. He has been with Prospera Financial Services, Inc. since 2009 and previously worked at MICG Investment Management, LLC from 2004 to 2009. Outside of his advisory role, he is co-owner of an insurance agency, PricePerkins LLC, and serves on the stewardship committee as well as acting as a trustee, power of attorney, and executor for Gwathmey Baptist Church. Prospera Financial Services, Inc. is a multi-team firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to various advisory programs through multiple platforms.

Jeffrey Burgess is a financial advisor at Compass Financial Management LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise for 17 years and Burgess Wealth Advisory for 10 years, where he served as president and owner. Compass Financial Management serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing discretionary investment management, retirement-plan consulting, and participant education. The firm employs a range of investment strategies including fundamental, technical, and cyclical analysis and offers both internally managed model portfolios and third-party manager solutions.

Adam Price is a financial advisor at Prospera Financial Services, Inc. He holds a Series 66 designation and has one year of industry experience. His prior work includes various roles at Liberty University and Nasdaq Dorsey Wright. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning and portfolio management through multiple advisory programs and platforms.

Elizabeth Sening is a Series 65 licensed advisor with Triad Wealth Partners, LLC, based in Glen Allen, VA. She has seven years of experience at Prosperity Growth Strategies and four years prior experience at Hometaker. Triad Wealth Partners serves individual and institutional clients through a network of independent Investment Adviser Representatives and a Turnkey Asset Management Platform, providing discretionary portfolio management, access to third-party managers, model portfolios, and financial planning. The firm combines a multi-team structure with an investment committee overseeing strategic asset allocation and manager due diligence.

Raymond Reibel is a financial advisor at Cary Street Partners with 22 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Cary Street Partners since 2018. His prior experience includes roles at Edelman Financial Services and Wealthcare Capital Management. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients. The firm offers a broad range of portfolio options and proprietary strategies, with a focus on serving institutional niches such as state and municipal government entities and insurance company clients.

Robert Campbell III is a financial advisor with Capitol Securities Management, Inc. in Chesterfield, VA. He holds a Series 66 designation and has 18 years of industry experience, including 17 years at Capitol Securities. Outside of his advisory role, he acts as a referral resource for healthcare benefits programs through a professional relationship with TPA Benefits. Capitol Securities Management serves individual, corporate, and charitable clients, providing brokerage, investment advisory services, and comprehensive financial planning. The firm offers access to separately managed accounts, wrap fee programs, third-party money managers, and employs a variety of investment instruments tailored to client-specific policies.

Lynn Kachel is a financial advisor with Vanderbilt Advisory Services in Rockville, VA, holding Series 63, 65, and 66 licenses and bringing nine years of industry experience. She previously worked at Commonwealth Financial Network for 16 years and has operated her own practice, Lynn M. Kachel, PC, since 1999. Outside of her advisory work, she is a beneficiary of family trusts that hold minority interests in a private beverage distributorship and other entities. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm employs a strategic asset allocation approach combined with fundamental, technical, and charting analysis, offering a range of portfolio management and financial planning services, and maintains formal integration with retirement-plan and benefits firms.

Yulando Wallace is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63, Series 65, and Series 66 licenses and bringing 32 years of industry experience. He previously worked at Lincoln Financial Securities Corporation before joining Mutual of Omaha in 2019. In addition to his advisory role, he provides insurance products including life, health, annuities, and disability coverage, and conducts education workshops for federal employees. Mutual of Omaha Investor Services, Inc. serves individuals, corporations, and qualified retirement plans through financial planning and managed account programs, utilizing platforms like Envestnet and custodians such as Pershing. The firm operates within the broader Mutual of Omaha group alongside broker-dealer and insurance businesses, offering a range of investment advisory and insurance services.

Barbour Bussells is a financial advisor at Cary Street Partners with 31 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms, including Dixon, Hubard, Feinour & Brown, Atlantic Union Bank, and Raymond James Financial Services. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, trusts, corporations, and institutional clients. The firm utilizes a broad range of investment options and proprietary strategies, serving niche institutional clients such as state and municipal government entities and insurance companies.

Christina Todd is a CFP® with 14 years of industry experience, currently serving at Cary Street Partners since 2017. Her prior experience includes roles at Morgan Stanley and Bb&T Securities. She is a board member of the Finance Department Advisory Board at Pamplin College of Business, Virginia Tech, where she contributes to program development and career placement. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients. The firm utilizes a broad investment menu and proprietary strategies through its affiliated asset manager, serving a diverse client base that includes state and municipal government entities and insurance companies.

Mark Bechtle is a financial advisor with Capitol Securities Management, Inc. in Glen Allen, VA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His career includes roles at Wells Fargo Clearing and Prudential Equity Group, LLC before joining Capitol Securities Management in 2016. Capitol Securities Management serves individual investors—including high-net-worth clients—as well as institutional and corporate clients, retirement plans, trusts, and small businesses. The firm offers portfolio management, comprehensive financial planning, consulting, and various wrap fee programs, operating as both a broker-dealer and registered investment adviser.

Steven Marascia is a financial advisor at Capitol Securities Management, Inc. with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Capitol Securities since 2009. He also serves as trustee of a family trust. Capitol Securities Management serves individuals, corporate and charitable clients, trustees, and plan sponsors by offering brokerage and investment advisory services alongside financial planning, pension consulting, insurance products, and educational seminars. The firm manages assets through various account types and utilizes a range of investment instruments, with advice delivered by a network of investment adviser representatives.

Laura Settle is a financial advisor at Capitol Securities Management, Inc. with 28 years of industry experience. She holds a Series 66 designation and has been with Capitol Securities Management since 2011. Outside of her advisory role, she works in patient access at Sentara Martha Jefferson Hospital. Capitol Securities Management serves individual investors, institutional and corporate clients, retirement plans, trusts, and small businesses. The firm offers portfolio management, financial planning, consulting, and various wrap fee programs through both discretionary and non-discretionary advisory relationships.

Kevin Mautte is a CFP® professional with 17 years of experience in the financial services industry. He currently works at RFG Advisory, LLC and has held positions at firms including Wealthcare Advisory Partners, LPL Financial, Ameriprise Financial Services, Truist Investment Services, and Wells Fargo Clearing. He is also active as a variable insurance agent through Financial Independence Group, Inc. RFG Advisory provides investment advisory and planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, and select institutional clients. The firm offers discretionary portfolio management, financial planning, retirement consulting, and access to alternative investments, utilizing a range of model strategies, third-party platforms, and technology solutions.