Dennis Tender is a financial advisor at DP Grow LLC with 37 years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at firms including MML Investors Services, Mass Mutual Life Insurance Company, Oneamerica Securities, American United Life, and Waddell & Reed. Tender is also a licensed insurance agent in an individual capacity. DP Grow LLC serves individuals, business entities, trusts, estates, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm uses fundamental and technical analysis for both long-term and short-term strategies, offers participant education, and typically recommends specific custodial platforms when implementing client strategies.

Mark Leimberger is a financial advisor at Alpha Advisors, LLC in Richmond, VA, holding Series 63 and Series 65 licenses with 29 years of industry experience. He has been with Alpha Advisors since 2006. Alpha Advisors serves primarily individuals and families across various ages and wealth levels, overseeing approximately $256 million in assets for about 115 clients. The firm focuses on discretionary portfolio management, emphasizing asset allocation and diversification, and offers services including cash flow analysis, financial planning, and retirement plan rollover consulting.

Christopher Lee is a CFP® and Series 66-licensed advisor at Commonwealth Retirement Investments LLC with 12 years of industry experience. He has worked at Commonwealth Retirement Investments since 2017 and was previously with Lincoln Financial Advisors Corporation from 2014 to 2017. The firm serves individuals and families, primarily focusing on clients in or approaching retirement, providing personalized financial planning and discretionary portfolio management tailored to retirement goals. Commonwealth Retirement Investments manages approximately $377 million for around 337 households, employing strategies that include dividend-growth equities, fixed income, tactical equity ETFs, and annuities.

Bailey Thornton is a CFP® and holds a Series 66 license, with seven years of industry experience. He has worked at Kinloch Capital, LLC since 2023, following five years at Davenport & Company and two years at Harris Williams & Company. Kinloch Capital, LLC advises individuals, trusts, non-profits, pensions, and businesses, offering discretionary asset management, financial planning, and divorce planning services. The firm employs a technically driven allocation process using proprietary model portfolios and emphasizes tax-efficient, low-cost investment vehicles.

Simon Woon is a financial advisor with Paragon Financial Services in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Paragon Financial Services since 2012 and has been affiliated with LPL Financial since 1995. Outside of advisory work, he is involved in selling long-term care and life insurance policies. Paragon Financial Services serves individual and high-net-worth clients, as well as retirement plans, trusts, and institutions, providing portfolio management, financial planning, pension consulting, and estate/tax coordination. The firm uses customized and model portfolios with tactical, quantitatively informed allocation strategies and integrates tax and estate planning services through affiliated partners.

Coleman Pollard is a CFP® professional with 27 years of industry experience, currently serving at Steelhead Wealth Management. His prior roles include fifteen years with Northwestern Mutual Wealth Management Company. Steelhead Wealth Management serves employer plan sponsors, trusts, estates, charitable organizations, corporations, and other business entities, providing discretionary investment management, financial consulting, and retirement plan advisory services. The firm employs a mix of quantitative and qualitative methods to construct and manage portfolios, focusing primarily on institutional and business-related clients.

Gregory Sabo is a financial advisor at Tone Capital, LLC with 35 years of industry experience. He holds Series 63 and Series 65 designations and has been with Tone Capital since 2016. Outside of his advisory role, Mr. Sabo serves as an Adjunct Professor of Technical Analysis at the University of Richmond. Tone Capital provides wealth management, financial planning, and specialty services to individuals, high-net-worth clients, institutions, and retirement plan sponsors. The firm utilizes a mix of automated model portfolios and bespoke discretionary management, employing various analytical methods and offering operational flexibilities that are uncommon among peers.

Katherine Fonville is a financial advisor at Covenant Wealth Advisors in Richmond, VA, with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has been leading Fonville Wealth Management LLC since 2010. Covenant Wealth Advisors is a fee-only firm serving individuals, families, trusts, estates, endowments, and family businesses. The firm uses a Modern Portfolio Theory-based investment approach with primarily passive funds and third-party portfolio management to deliver comprehensive wealth management and financial planning services.

Ryan Bernstine is a financial advisor at Hermitage Wealth with a Series 66 designation and two years of industry experience. He has been with Hermitage Wealth Management since 2025 and also works as an insurance broker. Outside of his advisory role, he is a tennis teaching professional at Hermitage Country Club, where he conducts group clinics and private lessons. 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 as well as fixed-fee or hourly financial planning.

Jay Gragnani is a financial advisor with Nasdaq Dorsey Wright, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked with Dorsey Wright & Associates since 2005, including through its transition to Nasdaq Dorsey Wright, and has held roles at Foreside Fund Services, LLC and STF Management, LP. Nasdaq Dorsey Wright serves individual investors and institutional clients with a rules-based, technical investment approach centered on Point & Figure charting and relative strength methodologies. The firm offers discretionary investment management alongside research, subscription services, and licensing to investment companies and product sponsors.

Mark Livesay is a CFA® charterholder with 16 years of experience in the investment industry. He has been with The Capital Management Corporation since 2010. The Capital Management Corporation provides discretionary investment management services for individuals, families, foundations, endowments, retirement plans, and corporations. The firm emphasizes fundamental research through its Investment Policy Group and tailors portfolios to individual client objectives and risk guidelines.

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.

Miles Clark is a financial advisor at Dorsey, Wright & Associates, LLC, holding a Series 65 designation with three years of industry experience. He has worked at Dorsey Wright & Associates since 2022 and previously held positions at Nasdaq Dorsey Wright, Christopher Newport University, Uber, and St. Stephens/St. Agnes School. Dorsey, Wright & Associates provides discretionary investment management to individual investors and offers research, model licensing, and advisory services to institutional and professional clients. The firm’s investment approach is based on technical analysis, utilizing Point & Figure charting and relative strength methods across various asset classes through rules-based products.

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.

John Lewis is a financial advisor at Dorsey, Wright & Associates, LLC with 23 years of industry experience. He holds a Series 65 designation and has been with Dorsey, Wright Money Management since 2002. Dorsey, Wright & Associates provides discretionary investment management to individual investors and offers research, model licensing, and advisory services to institutional and professional clients. The firm’s investment approach is based on technical analysis, including Point & Figure charting and relative strength methods, applied across multiple asset classes through rules-based products and model portfolios.