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.

Cooper Casillas is a CFP® with six years of industry experience currently working at Canal Capital Management, LLC. Prior to joining Canal Capital in 2025, he spent five years at Kestra Advisory and affiliated firms. He also serves as a financial presenter for Smartpath, conducting small group sessions on personal finance and company benefits. Canal Capital Management, LLC provides discretionary portfolio management, financial planning, tax preparation, and business and real estate consulting to a diverse client base including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm emphasizes tailored investment advice through an Investment Committee and offers access to private investments and sophisticated strategies for eligible clients.

Richard Collins is a financial advisor with Blue Horizon Equity, Inc. in Richmond, VA, holding Series 63 and Series 65 credentials and 21 years of industry experience. His prior roles include positions at Cetera Wealth Services, OSAIC, and American Portfolios Advisors, among others. Outside of his advisory work, he manages Oak Park Pecan Co., LLC, where he oversees cultivation and conducts research related to habitat protection. Blue Horizon Equity, Inc. is an SEC-registered investment adviser managing approximately $746 million, providing portfolio management, financial planning, and retirement plan advisory services to individuals, tax-qualified plans, and institutions. The firm offers wrap-fee Unified Managed Accounts, an Advisor-as-Portfolio-Manager program, and access to third-party money managers, operating as a multi-advisor team across multiple offices with both discretionary and non-discretionary management options.

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.

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.

David Clark is a financial advisor at Nasdaq Dorsey Wright with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Dorsey Wright & Associates since 2014. Outside of his advisory role, he founded and helps manage Seven Sisters Brewery, a craft brewery in Wytheville, Virginia. Nasdaq Dorsey Wright serves individual 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, research and subscription services, and licensing to multiple ETF and product sponsors.

Everett Gilliss is a CFP® with 23 years of industry experience and serves as an advisor at Canal Capital Management, LLC in Richmond, VA. He has held managing member roles in several affiliated entities, including Haxall Point Partners and Haxall Institutional Partners. He is also involved with 5th Street Holdings, LLC, a non-investment related entity 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 emphasizes tailored investment advice delivered through an Investment Committee and offers access to private funds and complex strategies for eligible clients.

Armistead Young V is a financial advisor at Blue Edge Capital, LLC with six years of industry experience. He holds a Series 65 designation and has previously worked at Cary Street Partners Investment Advisory LLC, Dixon, Hubard, Feinour & Brown, Inc., Old Dominion Capital Management, and Highland Associates. Blue Edge Capital provides discretionary investment management to individuals, family offices, trusts, retirement plans, corporations, and nonprofits. The firm utilizes globally diversified, ETF-driven portfolios based on a modified endowment model that incorporates strategic asset allocation alongside macroeconomic, quantitative, and technical inputs.

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.

Missael Macedo is a financial advisor at Nasdaq Dorsey Wright with a Series 65 credential and one year of industry experience. He previously worked at Dorsey Wright & Associates, First Pacific Advisors, and Western Asset Management. Nasdaq Dorsey Wright serves individual investors and institutional clients with a rules-based, technical investment approach focused on Point & Figure charting and relative strength methodologies. The firm offers discretionary investment management, research, subscription services, and licensing to product sponsors.

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.

Robert Deangelo is a financial advisor at Nasdaq Dorsey Wright with 17 years of industry experience. He holds a Series 66 designation and has been with Dorsey Wright since 2016. Outside of his advisory role, he owns Makes Sense Clothing, a business specializing in screen-printed shirts, and is involved in personal and group training. Nasdaq Dorsey Wright serves individual and institutional clients, offering discretionary investment management alongside research, consulting, and licensing services. The firm employs a rules-based, technical investment approach focused on Point & Figure charting and relative strength methodologies.

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.

John Clair is a CFP® and holds a Series 65 license with 18 years of experience in the financial industry. He has been with Evolution Advisers since 2016. EvoAdvisors serves individuals, business owners, trusts, employer retirement plans, and charitable organizations, providing ongoing financial planning and portfolio management along with a Qualified Retirement Plan Program. The firm uses a fee-only, fiduciary approach with evidence-based investment strategies, emphasizing strategic asset allocation, diversification, and use of no-load mutual funds and ETFs.

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.

Benjamin Jones is a financial advisor at Dorsey, Wright & Associates, LLC with 13 years of industry experience. He holds the Series 65 designation and has been with Dorsey Wright since 2009. 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 multiple asset classes through rules-based products.

Sara Marshall is a financial advisor at Nasdaq Dorsey Wright with 11 years of industry experience. She holds Series 65 and Series 63 credentials and has been with Nasdaq, Inc. since 2013. Outside of her advisory role, she operates a Poshmark and eBay account focused on buying and selling personal items. Nasdaq Dorsey Wright serves individual investors, institutional clients, and financial professionals 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, consulting, and licensing to various investment companies and product sponsors.

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.

Danny Savage is a financial advisor at Godsey & Gibb Wealth Management with 19 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at Godsey & Gibb since 2006. In addition to his advisory role, he is president and a founding shareholder of G&G Insurance Services, Inc., where he provides strategic planning and risk management advice. Godsey & Gibb Wealth Management serves individuals, high-net-worth clients, and a variety of institutional clients, including sovereign wealth funds. The firm offers discretionary and non-discretionary portfolio management, financial planning, tax preparation, and financial education, with an integrated team of licensed CPAs and a structured client education program.