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.

Jacob Du Bois is a financial advisor at 3Chopt Investment Partners LLC with a Series 65 credential and one year of industry experience. He previously worked at Blue Hawk Investment Group for seven years and has held various roles, including self-employment and a position at EVR. 3Chopt Investment Partners serves individuals, trusts, family offices, nonprofits, and institutional clients, offering portfolio management, financial planning, outsourced CIO, and family office services. The firm employs an asset-allocation framework combining long-term strategic targets with tactical adjustments and uses a diversified mix of investment vehicles tailored to client objectives.

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.

Peter Braden is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Godsey & Gibb Wealth Management since 2017. His credentials include Series 63 and Series 65 licenses. Prior to joining the firm, he was not employed in the financial sector for two years. Godsey & Gibb Wealth Management offers 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 integrates tax services and client education with investment management across multiple asset classes, managing approximately $1.4 billion for about 721 clients.

Adam Smith is a CFP® and Series 65-licensed advisor at Covenant Wealth Advisors with seven years of industry experience. He has worked at Covenant Wealth Advisors since 2023 and previously held roles at Acorn Financial Services and Glassman Wealth Services. Covenant Wealth Advisors serves individuals, families, trusts, estates, charitable organizations, and business entities, providing financial planning and investment management. The firm emphasizes long-term asset allocation using passively managed mutual funds and ETFs, with portfolio oversight often outsourced to a third-party manager.

Eric Fitzgerald is a CFP® certificant with 13 years of industry experience. He is part of the nine-advisor team at Alpha Omega Wealth Management, LLC in Richmond, VA, where he has worked since 2018. His prior roles include positions at Tennessee Valley Asset Management Partners, LPL Financial, Wealth Management Corporation, and Day Wealth Management. Alpha Omega Wealth Management serves individuals, trusts, estates, charitable organizations, and retirement plan sponsors, managing just over $1 billion in assets. The firm employs fundamental analysis and a long-term investment approach supplemented by option and derivative strategies, independent managers, and AI tools, offering a combination of family-office style and retirement plan consulting services.

Daniel Merriman is a financial advisor at Carlson Financial with a Series 65 designation and one year of industry experience. Prior to joining Carlson Financial, he held roles in higher education and secondary school settings, including positions at James Madison University and various high schools. 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, using equities and exchange-traded funds to balance long-term growth and income.

Timothy Call is a CFA® charterholder and holds a Series 65 license with 27 years of industry experience. He has been with The Capital Management Corporation since 2006, contributing 20 years to the firm. The Capital Management Corporation provides discretionary investment management for individuals, families, foundations, endowments, retirement plans, and corporations. The firm emphasizes fundamental research and tailors portfolio management to client objectives without using hedge funds or private equity.

Elizabeth Mosier is a financial advisor at Hermitage Wealth with five years of industry experience. She holds a Series 66 designation and has worked in wealth management roles since 2017, including positions at Osaic Wealth, Inc. She also serves as a plan service specialist assisting registered representatives within Hermitage Wealth. Hermitage Wealth provides financial planning, investment management, and retirement plan consulting to institutional and individual clients. The firm manages over $37 million across nearly 200 client relationships, often using third-party money managers and focusing on non-discretionary and retirement plan consulting services.

William Noftsinger is a financial advisor at Alpha Omega Wealth Management, LLC with 44 years of industry experience. He has been with Alpha Omega Investment Advisors since 2019 and previously worked at Davenport & Company LLC for 32 years. He holds the Series 63 and Series 65 designations. Alpha Omega Wealth Management serves individuals, high-net-worth families, trusts, estates, business entities, and charitable organizations, offering portfolio management, financial planning, retirement plan consulting, and family office services. The firm employs a tailored asset allocation approach, fundamental analysis, and incorporates option strategies and private fund investments within client portfolios.

Rosana Nguyen is a CFP® with two years of industry experience, currently serving as an advisor at Covenant Wealth Advisors in Richmond, VA. Prior to joining Covenant Wealth Advisors, she worked in various roles at Philip Morris USA and Altria Client Services LLC. Covenant Wealth Advisors provides personal financial planning and investment management to individuals, families, trusts, estates, charitable organizations, and business entities. The firm uses a Modern Portfolio Theory-based investment approach focused on long-term asset allocation with passively managed mutual funds and ETFs, offering both comprehensive and modular planning services.

Craig Heah is a financial advisor with The Main Street Group, holding a Series 65 designation and four years of industry experience. He has worked at The Main Street Group since 2021 and concurrently holds a project management role at Dominion Energy, where he oversees license renewal applications for nuclear power stations. He also serves as a board member for Comfort Zone Camp, participating in general duties and the finance committee. The Main Street Group provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm offers discretionary portfolio management, retirement plan consulting, and utilizes a mix of fundamental, technical, and cyclical analysis to create customized, diversified portfolios with a primarily long-term focus.

Christopher Singleton is a CFA® charterholder and holds a Series 65 license, with 26 years of industry experience. He has been with Kanawha Capital Management, LLC since 2004. Kanawha Capital Management provides discretionary and non-discretionary investment management primarily for individual clients, high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm combines fundamental, technical, cyclical, and chart-based analysis, employing long- and short-term strategies across multiple asset classes.

Nelson Reveley is a financial advisor with Alpha Omega Wealth Management, LLC in Richmond, VA, holding a Series 65 designation and five years of industry experience. Prior to his current role, he worked at Alpha Omega Investment Advisors and has held positions in education and nonprofit organizations. He serves as an adjunct assistant professor of theological ethics at Union Presbyterian Seminary and is a board member of the nonprofit Urban Hope. Alpha Omega Wealth Management advises individuals, trusts, estates, charitable organizations, and retirement plan sponsors, providing a range of services including investment management, financial planning, and family-office style support. The firm employs fundamental analysis and long-term strategies, incorporating options and derivatives within portfolios, and manages just over $1 billion in client assets.

Mark Fonville is a CFP® and holds a Series 66 license, with 23 years of experience in the financial services industry. He has worked at Fonville Wealth Management, LLC since 2018 and previously spent 11 years at Lwi Financial Inc. and Loring Ward Securities Inc. He is based in Richmond, VA and is part of a nine-advisor team at Covenant Wealth Advisors. Covenant Wealth Advisors provides fee-only financial planning and investment management to individuals, families, trusts, estates, endowments, and family businesses. The firm uses a Modern Portfolio Theory-based approach, primarily implementing asset allocation with passive mutual funds and ETFs, and offers both discretionary and non-discretionary client arrangements.

Jacob Salomon is a CFP® professional with nine years of industry experience currently serving as a financial advisor at Salomon and Ludwin in Richmond, VA. He has held roles at OSAIC, Triad Advisors, and Wells Fargo Clearing Services, LLC. Outside of his advisory work, Salomon is a co-trustee of an irrevocable life insurance trust and owns an LLC that holds raw land; he also works with an insurance distribution firm to develop new insurance products. Salomon and Ludwin advises individuals, high-net-worth households, families, trusts, estates, foundations, small businesses, and retirement plans, providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs an active management approach utilizing low-cost, tax-efficient ETFs, mutual funds, and individual securities combined with fundamental and technical analysis and a proprietary timing strategy.

Catherine Hunt is a financial advisor at Juno Financial Group LLC with one year of industry experience. She holds the Series 66 designation and has prior experience with Cetera Investment Advisers, Cetera Wealth Services, Virginia Asset Management, and CETERA Advisor Networks. Outside of her advisory work, she has been involved with the Richmond YMCA since 2022. Juno Financial Group LLC provides financial planning and investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, trusts, estates, non-profits, and foundations. The firm employs a team-based approach utilizing tailored asset allocations through model portfolios, separately managed accounts, and third-party managers.

Anthony Castaldi is a financial advisor at Covenant Wealth Advisors in Richmond, VA, holding a Series 65 designation with three years of industry experience. His prior experience includes roles at Advisor Partners II, LLC and Acorn Financial Advisory Services. Covenant Wealth Advisors provides personal financial planning and investment management services to individuals, families, trusts, estates, charitable organizations, and business entities. The firm employs a long-term asset allocation strategy grounded in Modern Portfolio Theory, primarily using passively managed mutual funds and ETFs, and offers both comprehensive and modular planning solutions.

Tracy Leeper is a Series 65-licensed financial advisor with nine years of industry experience. She has been with The Capital Management Corporation since 2010. The Capital Management Corporation is a privately owned investment management firm serving individuals, families, foundations, endowments, retirement plans, and corporations. The firm uses fundamental research through an Investment Policy Group to tailor discretionary portfolios aligned with client objectives and risk guidelines, and it also licenses model portfolios to third-party sponsors.

Patricia Soileau is a financial advisor with Acima Private Wealth LLC in Richmond, VA, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has previously worked at Kinloch Capital, LLC and UBS Financial Services. Acima Private Wealth LLC advises high-net-worth individuals, families, trusts, and small businesses through discretionary and non-discretionary portfolio management, financial planning, and family wealth services. The firm uses a customized, tax- and fee-sensitive approach incorporating multiple investment strategies and manages approximately $420 million across a focused client base.