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.

Jameson Ford is a financial advisor with Accurate Capital and Wealth LLC, holding a Series 65 credential and beginning his industry career in 2023. He has experience working with Reliant Retirement Corporation alongside his role at Accurate Capital and Wealth. Accurate Capital and Wealth LLC provides fee-based investment management and financial planning primarily to individual clients, utilizing third-party portfolio managers and co-advisor platforms. The firm also sells insurance products on a commission basis and conducts public educational seminars on investment topics.

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 financial advisor at Insight Financial, Inc. in Richmond, VA, holding a Series 65 designation with 13 years of industry experience. He has been with Insight Financial since 2012. The firm serves individual investors, high-net-worth clients, trusts, and retirement accounts, managing a small, discretionary client roster of under 20 relationships with approximately $25 million in assets. Insight Financial combines fundamental and technical analysis to tailor portfolios across stocks, ETFs, mutual funds, and bonds, and offers an actively traded bond program known as the "20:20 Bond Strategy" that emphasizes short-term market timing.

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 with Shrier Associates, LLC in Richmond, VA, holding a Series 65 credential and 10 years of industry experience. Prior to joining Shrier Associates in 2024, he worked at Huckleberry Capital Management for eight years and Redwood Valuation Partners for two years. He is also the CFO of Fern Leaf Interactive, LLC, a software company that uses climate data for community resilience planning. Shrier Associates provides investment management, financial planning, and pension consulting services to individuals, trusts, estates, businesses, and qualified retirement plans. The firm manages approximately $85.9 million in client assets, focusing on customized, long-term asset allocations implemented through a variety of investment vehicles and offering both discretionary and non-discretionary client engagements.

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 previously worked at Wells Fargo Advisors and Wells Fargo Clearing Services. Since 2018, he has been with Elemental Capital Management. Elemental Capital Management is an independently owned investment adviser serving individuals, high-net-worth families, trusts, qualified retirement plans, charitable organizations, and businesses. The firm employs a bottom-up fundamental equity analysis supported by a proprietary screening model and offers discretionary management across equities, fixed income, ETFs, and mutual funds.

Raymond Kanyo is a financial advisor at Taylor Hoffman Capital Management with seven years of industry experience. He holds the Series 65 designation and has worked at Taylor Hoffman Wealth Management since 2018. Prior to that, he spent four years at the University of Richmond. Taylor Hoffman Capital Management provides 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 both individual portfolios and a private investment fund offered under Regulation D.

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.

Justin Hochstein is a financial advisor with Highstone Group in Richmond, VA, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at Highstone Group since 2002 and Silver Oak Securities since 2018. He is also the sole owner of Hochstein RIA, a fee-based registered investment advisor firm focused on managing investment portfolios and financial planning. Highstone Group provides advisory services to individuals, businesses, trusts, and retirement accounts, serving 174 client households with approximately $263.9 million in assets under management. The firm offers comprehensive financial planning, tax planning, investment consulting, and portfolio management, generally managing assets on a non-discretionary basis with client approval required for transactions.

Gary Wood is a CFP® with 34 years of industry experience, currently serving as the sole advisor at BDC Capital Management, Inc. He has worked at Charles Schwab & Co., Inc. since 2021 and previously spent seven years at Raymond James & Associates. Wood also conducts insurance sales as part of his business activities. BDC Capital Management, Inc. serves individuals, high-net-worth families, family-owned businesses, and charitable organizations with financial planning, discretionary portfolio management, and asset allocation services. The firm integrates investment management with tax and estate planning and provides business valuation and transition analysis for owner-run enterprises.

Lucas Swygard is a financial advisor at James River Asset Management, LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Financial Engines Advisors L.L.C. and Virginia Commercial Finance. Swygard is part of a five-advisor team serving clients from Midlothian, VA. James River Asset Management serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management, integrated financial planning, and pension consulting. The firm uses proprietary model portfolios with a long-term investment approach and provides participant education and investment seminars as part of its services.

Keith Halstead is a financial advisor at Grip Financial, LLC, holding a Series 65 designation with less than one year of industry experience. Prior to entering the financial sector, he worked for 19 years with Frederick County Public Schools and briefly at Blue Ridge Bicycles. Grip Financial LLC provides discretionary asset management and financial planning primarily for high net worth individuals. The firm offers tailored investment strategies and educational seminars, combining fundamental analysis with various investment approaches.

John Bowen is a CFP® and Series 65-licensed advisor with eight years of experience at Bowen Financial Services, LLC. He also works as a tax preparer at John G. Bowen & Company, LLC, a CPA firm unrelated to investment advisory services. Prior to his financial career, he held roles at Virginia Commonwealth University and Martin's Food. Bowen Financial Services, LLC provides fee-only financial planning and discretionary investment management for individuals, families, trusts, estates, and certain small businesses. The firm emphasizes a strategic asset-allocation approach using low-cost, tax-efficient mutual funds and ETFs, and it integrates tax compliance and consulting through an affiliated CPA practice.

Emily Griswell is a financial advisor with Sovereign Capital Vantage, Inc. She holds a Series 65 designation and has been with the firm since 2024. Prior to her advisory role, she worked in property management and caregiving. Sovereign Capital Vantage, Inc. is a fee-based advisory firm providing discretionary portfolio management and hourly financial planning primarily to individual and high-net-worth clients. The firm manages portfolios using a combination of fundamental and technical analysis, employs various strategies including options trading, and services clients across three offices with a team of two advisors.