Richard Collins is a financial advisor at Blue Horizon Equity, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including American Portfolios Advisors and OSAIC. Outside of advisory work, he manages Oak Park Pecan Co., an LLC involved in pecan tree care and habitat research. Blue Horizon Equity, Inc. manages approximately $746 million and provides portfolio management, financial planning, and retirement plan advisory services to individuals, tax-qualified retirement plans, and institutions. The firm offers both discretionary and non-discretionary management through wrap-fee Unified Managed Accounts and third-party money manager programs, operating as a multi-advisor team across several offices.

Edward Valentine Jr. is a financial advisor at Dover Advisors, LLC with one year of industry experience. He holds the Series 65 designation and previously worked at CSC Leasing for five years. Dover Advisors serves individuals, high net worth clients, families, trusts, estates, and businesses with wealth management, investment management, and financial planning services. The firm employs a long-term, discretionary investment approach utilizing ETFs, individual securities, mutual funds, alternative investments, and independent managers as appropriate.

Maxwell Wallace is a financial advisor at Dover Advisors, LLC in Richmond, VA, holding a Series 65 designation with three years of industry experience. He previously worked for Atlantic Union Bank (formerly Middleburg Financial / Middleburg Trust) for 25 years before joining Dover Advisors. Dover Advisors serves individuals, high net worth clients, families, trusts, estates, and businesses with wealth management, investment management, and financial planning services. The firm employs a long-term, discretionary investment approach that incorporates ETFs, individual stocks and bonds, mutual funds, and alternative investments, utilizing both fundamental and technical analysis.

Damir Strmel is a financial advisor at Barrett Capital Management, LLC in Richmond, VA, holding a Series 65 designation with 17 years of industry experience. He has been with Barrett Capital Management since 2008. 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 uses a manager-of-managers approach with a proprietary Global AI™ quantitative methodology for asset allocation, emphasizing diversification and capital preservation.

Everett Gilliss is a Certified Financial Planner (CFP®) with 24 years of industry experience, currently serving at Canal Capital Management, LLC in Richmond, VA. He has held roles at several affiliated entities, including Haxall Point Partners and CCM Insurance, and was previously with Commonwealth Financial Network and Osaic FA, Inc. Outside of his advisory work, he manages 5th Street Holdings, LLC, a company that owns the Canal Capital building. Canal Capital Management, LLC provides discretionary portfolio management, financial planning, tax preparation, and business and real estate consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm employs an Investment Committee that focuses on asset allocation, fundamental and technical analysis, and model portfolios while offering specialized investment opportunities and management services to private pooled investment vehicles.

Jesse Ellington III is a financial advisor at Dover Advisors, LLC in Richmond, VA, holding a Series 65 designation with nine years of industry experience. Prior to joining Dover Advisors in 2022, he worked at LTB Wealth, LLC and Atlantic Union Bank. Dover Advisors serves individuals, high net worth clients, families, trusts, estates, and businesses with wealth management, investment management, and financial planning services. The firm employs a generally long-term, discretionary investment approach and uses a mix of ETFs, stocks, bonds, mutual funds, alternative investments, and independent managers when appropriate.

Devin Garofalo is a financial advisor with Colonial River Wealth Management LLC in Midlothian, VA, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He has worked with Colonial River Investments, LPL Financial, Osaic FA, Inc., and Stratos Wealth Partners, among others. Outside of his advisory role, he is involved in tax preparation and accounting services through Colonial River Financial Services, LLC, and owns MauiBelle, LLC. Colonial River Wealth Management provides wealth management, investment management, and financial planning services to individuals, high-net-worth clients, families, trusts, estates, and charitable organizations. The firm manages approximately $464 million in discretionary assets and utilizes proprietary quantitative tools alongside a mix of individual securities, mutual funds, ETFs, and alternatives to construct portfolios.

Heather Voight is a financial advisor at SIMA Wealth Partners, LLC with nine years of industry experience. She holds a Series 65 credential and previously worked at SunTrust Advisory Services and SunTrust Bank for five years. She is based in Richmond, VA. SIMA Wealth Partners serves individual investors, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm provides discretionary portfolio management, financial planning, and access to private-market opportunities, employing a multi-affiliate structure and a governance framework to manage affiliated services and conflicts of interest.

Meredith Henderson is a financial advisor at Avail Investment Partners, LLC with 14 years of industry experience. She previously worked at Davenport & Company, LLC for 12 years and also has ties to Investment Research Partners LLC. Avail Investment Partners provides investment management and financial planning services to individuals, families, trusts, charitable organizations, foundations, businesses, and pension plans. The firm employs a top-down, evidence-based investment approach with a focus on fundamental analysis and utilizes a range of strategies, including alternative investments and artificial intelligence tools, to support its portfolio management.

James Abbe IV is a CFP® credentialed advisor with four years of industry experience, currently serving at Dover Advisors, LLC. Prior to joining Dover Advisors in 2022, he spent 23 years at Tredegar Trust Company, Middleburg Trust Company, and Atlantic Union. Dover Advisors serves individuals, high net worth clients, families, trusts, estates, and businesses with wealth management, investment management, and financial planning. The firm employs a generally long-term and discretionary investment approach, utilizing a range of vehicles including ETFs, individual stocks and bonds, mutual funds, and alternative investments, complemented by regular account monitoring and periodic rebalancing.

Claire Craighill is a Certified Financial Planner® with 20 years of experience in the industry. She is currently with WealthCrossing, a team-based firm in Richmond, VA, and has been with SBK Financial, Inc. since 2007. WealthCrossing provides customized investment management primarily for high-net-worth individuals and related trusts, estates, and retirement plans, utilizing a strategic, diversified asset allocation approach with an emphasis on low turnover and disciplined rebalancing. The firm also incorporates independent due diligence and may recommend private investment funds and specialized tax-credit investments for accredited investors.

Jarrod Feinstein is a financial advisor at Canal Capital Management, LLC with 16 years of industry experience. He holds Series 63 and Series 65 designations and has held roles at Buckingham Research Group and Haxall Point III GP, LLC, where he serves as managing member. Feinstein is based in Richmond, VA and is part of a six-advisor team at Canal Capital Management. Canal Capital Management provides discretionary portfolio management, financial planning, tax preparation, and consulting services to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm’s investment approach includes tailored advice through an Investment Committee, use of model portfolios, and options for accredited investors to access private and complex investment strategies.

Diane Sobin is a CFA® charterholder with seven years of industry experience, currently serving at Cary Street Partners Asset Management in Richmond, VA. Her prior experience includes roles at Tradition Asset Management and Columbia Threadneedle. She is also the Co-Founder and CFO of Live Solutions, LLC, a startup developing a dating application. Cary Street Partners Asset Management provides discretionary portfolio management and investment consulting primarily through other registered investment advisers and platform sponsors, serving individual, high-net-worth, and institutional clients. The firm employs both quantitative and qualitative investment strategies and offers services such as wrap fee program management and sub-advisory roles.

Jennifer Betz is a financial advisor with SIMA Wealth Partners, LLC in Richmond, VA, holding Series 63 and Series 66 credentials and 13 years of industry experience. She has worked with multiple affiliated SIMA entities since 2012. Outside of advising, she supports SIMA Financial Group by assisting with tax return preparation, projections, year-end planning, bookkeeping, and marketing. SIMA Wealth Partners serves individual investors—including high-net-worth clients—as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management, comprehensive financial planning, and access to private-market opportunities, employing a multi-affiliate structure that includes affiliated accounting and other services.

Alex Hendrickson is a financial advisor with Colonial River Wealth Management LLC, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has worked at Colonial River Investment and LPL Financial since 2018 and previously at Ameriprise Financial Services. Hendrickson is involved in real estate rental activities in addition to his advisory role. Colonial River Wealth Management provides wealth management, investment management, and financial planning services to individuals, high-net-worth clients, families, trusts, estates, and charitable organizations. The firm manages approximately $464 million on a discretionary basis and uses a combination of proprietary quantitative tools and third-party platforms to implement portfolios comprising individual stocks, bonds, mutual funds, ETFs, and select alternative investments.

Mark Jones is a financial advisor at SIMA Wealth Partners, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked extensively across multiple affiliated entities within SIMA, including roles in wealth management, retirement solutions, payroll, and accounting. Jones is also the managing partner of Mark A. Jones & Associates, PC, a CPA firm. SIMA Wealth Partners serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management, comprehensive financial planning, and access to private-market investments, using a multi-affiliate structure that integrates several related financial and accounting services.

John Williams is a CFP® with four years of industry experience. He has worked at SBK Financial since 2018 and previously held roles at Mitchell Wiggins & Co. and Heritage Wealth Advisors. Williams is based in Richmond, VA, and is part of an eight-advisor team at WealthCrossing. WealthCrossing provides customized investment management to individuals, high-net-worth clients, and related entities, focusing on well-diversified asset allocations primarily invested in mutual funds and ETFs. The firm manages accounts on a discretionary basis and incorporates third-party research to monitor investments, also offering tax preparation and planning services through CPA representatives.

Brian Wotring is a financial advisor with Colonial River Wealth Management LLC, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Edward Jones and the Supreme Court of Virginia. Outside of finance, he operates Brian Wotring Photography, a personal photography business. Colonial River Wealth Management provides investment advisory and wealth management services to individuals, families, trusts, estates, and businesses. The firm offers customized portfolios using a mix of individual securities, mutual funds, ETFs, and alternative partnerships, employing algorithm-driven and target-volatility strategies with a generally long-term investment approach.

Alan Dawkins is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Colonial River Wealth Management LLC in Midlothian, VA. He has worked at Colonial River Investments, LPL Financial LLC, and Lincoln Financial Securities Corporation. Colonial River Wealth Management provides investment advisory and wealth management services to individuals, families, trusts, estates, and businesses, utilizing proprietary quantitative software to implement tactical and strategic allocation strategies with a long-term orientation. The firm offers customized portfolios and comprehensive planning support, including discretionary and non-discretionary management and coordination with tax, legal, and insurance specialists.

Merrick Burleson is a financial advisor with Colonial River Wealth Management LLC in Palmyra, VA, holding Series 63 and Series 65 credentials and bringing 48 years of industry experience. His prior roles include positions at Reliastar, Voya Financial Advisors, and LPL Financial. He also operates Burleson Financial Strategies Inc., an investment-related business. Colonial River Wealth Management provides investment advisory and wealth management services to individuals, families, trusts, estates, and businesses. The firm offers customized portfolios using stocks, bonds, mutual funds, ETFs, and alternative partnerships, employing algorithm-driven and target-volatility strategies with a long-term orientation.