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.

Craig Smelley is a financial advisor with Virginia Investment Advisory, Inc. He holds Series 63 and Series 65 licenses and has 44 years of industry experience. He has worked at American Portfolios Financial Services, Inc. since 2004 and has been with Virginia Investment Advisory since 1995. He is also the president of Virginia Investment Advisory and holds an active insurance agent license. Virginia Investment Advisory serves individuals, trusts, estates, retirement plans, charitable organizations, and businesses, including both high-net-worth and non-high-net-worth clients. The firm provides wealth management and financial planning services with an emphasis on strategic asset allocation, diversification, and a conservative, long-term investment approach.

Todd Kuimjian is a financial advisor at Virginia Estate and Retirement Planning Advisors, Inc. with one year of industry experience. He holds the CFA® designation and Series 63 and 65 licenses. Prior to joining his current firm, he worked at Comerica Bank for four years and has been a partner and consultant at D&K CPAs, a tax preparation and consulting firm, since 2009. Virginia Estate and Retirement Planning Advisors, Inc. provides discretionary investment management and comprehensive financial planning services to individual and high-net-worth clients. The firm uses a combination of fundamental, technical, and cyclical analysis to guide investment decisions and offers ongoing portfolio oversight aligned with clients’ goals.

Kevin Bostic is a financial advisor at Clearview Financial with 20 years of industry experience. He holds the Series 66 designation and has been with Clearview Financial since 2015. Clearview Financial is a fee-only registered investment adviser serving individuals, families, estates, and trusts with discretionary portfolio management, financial planning, and retirement-plan consulting. The firm combines technical and fundamental analysis to build portfolios guided by written Investment Policy Statements and emphasizes risk management through principal loss and behavioral risk controls.

Henry Gibson is a financial advisor at Oxford Capital Management in Richmond, VA, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with Oxford Capital Management since 1993. Oxford Capital Management provides customized investment management services to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and other legal entities. The firm manages approximately $140 million on a discretionary basis for about 28 clients, focusing on fundamental analysis and typically maintaining long-term investment horizons.

Marianne Esche is a CFP® with four years of industry experience, currently advising at Simplicity Wealth Management in Glen Allen, VA. Her career includes multiple periods at both Simplicity Wealth Management and Wealthspire Advisors. Prior to her financial advisory roles, she spent six years teaching at the middle and high school levels. Simplicity Wealth Management serves individual clients, charitable organizations, and corporate plan sponsors, offering discretionary portfolio management and a range of financial planning services. The firm employs a primarily passive investment approach using index funds and ETFs, complemented by fundamental and technical analysis, and provides ongoing subscription-style financial planning along with employee benefit plan advisory services.

Christine Centeno is a financial advisor at Simplicity Wealth Management with 18 years of industry experience. She holds the CFP® designation and Series 66 license. Her prior experience includes roles at Virginia Commonwealth University, Atlas Financial, Salomon and Ludwin, LLC, and Wells Fargo Advisors. Simplicity Wealth Management serves individual clients, charitable organizations, and corporate plan sponsors, offering discretionary portfolio management, written financial planning, and advisory services for employer-sponsored retirement plans. The firm primarily uses a passive investment approach with index funds and ETFs, supplemented by fundamental and technical analysis, and provides ongoing subscription-style financial planning along with employee benefit plan advisory services.

Katherine Beck is a financial advisor at Oxford Capital Management with 17 years of industry experience. She holds a Series 65 designation and has been with Oxford Capital Management since 2008. Oxford Capital Management provides customized investment management services primarily to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and other legal entities. The firm manages approximately $170 million on a discretionary basis and focuses on constructing portfolios using fundamental security analysis across multiple asset classes with a long-term investment horizon.

Joseph Cervinka is a financial advisor at Accurate Capital and Wealth LLC with two years of industry experience. He holds a Series 65 designation and has been involved in insurance sales and services through Reliant Retirement Corporation since 2017. Kingsguard Capital primarily serves individual clients with discretionary portfolio management and ongoing investment monitoring, using model portfolios and third-party managers. The firm emphasizes asset allocation, periodic rebalancing, and manager oversight consistent with a Modern Portfolio/Efficient Market approach.

William Vernon is a financial advisor at Vernon Management Group, Incorporated, with a Series 65 credential and three years of industry experience. Prior to joining Vernon Management Group, he worked at the Country Club of Virginia and spent 15 years in education. Vernon Management Group serves individual and high-net-worth clients, trusts, estates, pension plans, and other entities, primarily through separately managed accounts. The firm emphasizes a proprietary, trend-focused investment process that incorporates technical analysis, charting, and backtesting, offering discretionary and non-discretionary portfolio management alongside comprehensive financial planning and consulting services.

Andrew Holpe is a financial advisor at Richmond Quantitative Advisors, LLC with 13 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at KPMG LLP and KPMG Corporate Finance LLC. He is also a general partner of New Core Investment Partners, LLC, which manages the New Core Quantitative, LP fund. Richmond Quantitative Advisors provides discretionary portfolio management, model delivery, and financial advisory services to individuals, institutions, pooled investment vehicles, and registered investment companies. The firm employs a quantitative, data-driven investment approach with tactical, dynamically rebalanced models and offers specialized services including cryptocurrency portfolio management and consulting on portfolio optimization and machine learning methods.

Henry Goodstein is a Series 65-licensed advisor with Insight Financial, Inc. in Richmond, VA, where he has worked since 2012. He has 14 years of industry experience. Insight Financial, Inc. serves individual investors, trusts, retirement accounts, and other entities with a discretionary client roster under 20, managing approximately $25 million in assets. The firm combines fundamental and technical analysis for wealth management and operates an actively traded bond program known as the 20:20 Bond Strategy, which employs a short-term market-timing approach.

Sarah Byrd is a financial advisor at Alpha Advisors, LLC in Richmond, VA, holding a Series 65 designation with 22 years of industry experience. She has been with Alpha Advisors since 2004. Outside of her advisory work, she serves part-time as a bookkeeper for TEI. Alpha Advisors primarily serves individuals and families with approximately 115 clients and $256 million in assets under management. The firm focuses on discretionary portfolio management with an emphasis on asset allocation and diversification, using no‑load mutual funds, ETFs, and separately managed account services.

Richard Vernon is a financial advisor at Vernon Management Group, Incorporated with six years at the firm and three years of industry experience. He holds a Series 65 designation. Outside of his advisory role, Vernon is the owner of Blue Sky Life & Annuities, a business that sells life insurance and fixed annuities. Vernon Management Group serves individual and high-net-worth clients, as well as trusts, estates, and pension plans, primarily through separately managed accounts. The firm employs a proprietary, trend-focused investment approach based on technical analysis and active daily portfolio monitoring.

Isaac Pino is a financial advisor at Shrier Associates, LLC with 10 years of industry experience. He holds a Series 65 designation and has previously worked at Huckleberry Capital Management and Redwood Valuation Partners, LLC. Outside of financial advising, he serves as CFO of Fern Leaf Interactive, a software company focused on using climate data for community resilience planning. Shrier Associates provides investment management, financial planning, pension consulting, and ERISA 3(21) advisory services to individuals, trusts, businesses, non-profits, and retirement-plan sponsors. The firm uses a long-term, tailored investment approach with strategic asset allocation centered on low-cost mutual funds and ETFs, supplemented by other vehicles as appropriate.

Peter Walls is a financial advisor at Kinloch Capital, LLC in Glen Allen, VA, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has worked at Bank of America and Merrill Lynch from 2009 to 2019 before joining Kinloch Capital in 2019. Kinloch Capital advises individuals, trusts, non-profits, pensions, and businesses, focusing on discretionary asset management, financial planning, and divorce planning services. The firm employs a dynamic, technically driven investment approach using proprietary model portfolios and emphasizes tax efficiency and low-cost investment vehicles.

Eric Jackson is a financial advisor at Cobblestone Asset Management in Richmond, VA, holding the CFP®, CFA®, and Series 66 designations with six years of industry experience. Prior to joining Cobblestone, he worked at Capitol Securities Management Inc. and Envestnet MONEY GUIDE PRO. He serves as an officer and board member for the Sigma Alpha Epsilon Fraternity, managing its alumni database and active member relations. Cobblestone Asset Management provides discretionary portfolio management and advisory services to individuals, corporations, and other financial advisors, tailoring portfolios through a combination of quantitative, fundamental, technical, and modern portfolio theory analyses. The firm offers customized investment strategies including ETFs, equities, fixed income, and more, while sponsoring a wrap fee program and managing over $250 million in discretionary assets.

James Ruffin is a financial advisor at Elemental Capital Management, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing, Truist Investment Services, and Edward Jones prior to joining Elemental Capital Management in 2018. Elemental Capital Management provides discretionary investment and broader wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm follows a bottom-up, fundamental investment process and manages portfolios internally, offering concentrated equity and blended strategies while coordinating with clients’ tax, insurance, and legal advisors.

Raymond Kanyo is a financial advisor at Taylor Hoffman Capital Management with seven years of industry experience. He holds a Series 65 credential and previously worked at the University of Richmond for four years. He has been with Taylor Hoffman Wealth Management since 2018. Taylor Hoffman Capital Management provides comprehensive wealth management, financial planning, investment management, and consulting services to individuals, trusts, estates, and retirement plans. The firm combines strategic asset allocation with fundamental research and manages a private investment fund alongside individual client portfolios.

Dustin Newton is a CFP® with nine years of industry experience, currently serving as a financial advisor at Ascent Financial Group since 2020. His prior roles include positions at LPL Financial, Cetera Advisors, and S&P Global Market Intelligence. Outside of advising, he is a partner in a family real estate rental business. Ascent Financial Group provides comprehensive financial planning and portfolio management primarily for individual and high-net-worth clients. The firm applies a mix of fundamental, technical, cyclical, and economic analysis to manage client accounts on a discretionary basis, delivering ongoing planner access and regular portfolio monitoring.