Elizabeth King is a CFP® with 22 years of industry experience. She currently works at Cary Street Partners and previously held roles at Stony Point Wealth Management and Ameriprise. King serves as Finance Committee Chair for the Richmond SPCA and is co-manager of Hopechest LLC, a family investment entity. Cary Street Partners provides investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, trusts, corporations, and institutional clients, utilizing a broad range of investment options and proprietary strategies through affiliated asset managers.

Cody Hughes is a financial advisor at Cary Street Partners in Richmond, VA, holding a Series 65 designation. He has one year of experience in the financial industry and previously worked at IntelliDyne LLC and Heritage Hall Healthcare and Rehabilitation Center. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients. The firm offers a broad range of investment options and proprietary strategies, serving a diverse client base that includes state and municipal government entities and insurance company clients.

Roderick Smyth is a financial advisor with RiverFront Investment Group, LLC, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked extensively at RiverFront and ALPS Distributors, Inc., and serves as an advisory board member for the Virginia Retirement Systems Advisory Committee. Smyth is also involved in community service through his role on the finance committee of Goochland Cares, a local charity and food bank. RiverFront Investment Group provides investment management services to individual investors, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm combines its Price Matters® valuation framework with tactical asset allocation and security selection across global fixed income and equities, implementing strategies through various model delivery platforms and customized portfolio solutions.

Robert Walters is a CFP® designated financial advisor with Cary Street Partners in Richmond, VA, bringing 33 years of industry experience. He previously worked at Banc of America Investment Services, Inc. for 11 years before joining Cary Street Partners in 2009. Walters serves as president of the Barter Theatre Foundation Board of Trustees and holds trustee roles with several nonprofit organizations in Virginia. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, trusts, corporations, and institutional clients. The firm utilizes a broad investment menu and offers proprietary strategies through its affiliated asset manager, focusing on both retail and specialized institutional niches.

Adam Simpson is a financial advisor with Cary Street Partners in Richmond, VA, holding a Series 66 designation and three years of industry experience. His prior experience includes roles at Ameriprise Financial Services, Wells Fargo Advisors, and First Clearing LLC. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients. The firm uses a broad investment menu and proprietary strategies, serving traditional and niche institutional clients, including state and municipal government entities and insurance companies.

Wendy Kerns is a financial advisor at RiverFront Investment Group, LLC with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked in notable firms including Wells Fargo Clearing and ALPS Distributors. Kerns has also served as Technology Program Manager at RiverFront Investment Group. RiverFront Investment Group provides investment management services to individual investors, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a Price Matters® valuation framework combined with tactical asset allocation and risk management, offering customized portfolio solutions through various delivery platforms.

Christopher Philipoom is a financial advisor with Wealthcare Capital Management LLC in Richmond, VA, holding a Series 65 designation and 17 years of industry experience. He has been involved with Financeware, Inc. since 2001. Wealthcare Capital Management LLC is a multi-team advisor managing approximately $3.03 billion for individual and high-net-worth clients, trusts, retirement plans, foundations, and other entities. The firm utilizes evidence-based investment strategies, including model portfolios with mutual funds, ETFs, alternative investments, and specialty platforms, overseen by an Investment Policy Committee.

Margaret Snead is a Series 66-licensed financial advisor at Cary Street Partners with 26 years of industry experience. She has been with Cary Street Partners since 2010. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to a diverse client base including individuals, retirement plans, trusts, corporations, and institutional clients. The firm manages portfolios using a broad range of investments and proprietary strategies, and serves specialized institutional niches such as state and municipal government entities and insurance company clients.

Gordon Caldwell is a Series 65-licensed advisor with Wealthcare Capital Management LLC in Richmond, VA, and has 17 years of industry experience. He has been with Wealthcare Capital Management since 2001. Wealthcare Capital Management LLC is an SEC-registered multi-team firm managing approximately $3.03 billion for individual and high-net-worth clients, trusts, retirement plans, foundations, and other entities. The firm provides discretionary and non-discretionary portfolio management, financial planning, retirement plan advisory, and access to alternative and precious-metal investments, using model portfolios supplemented by alternative managers and specialty platforms.

William Rackley is a CFP® and holds a Series 66 license with 21 years of industry experience. He has worked at Perigon Wealth Management, LLC since 2018 and previously spent nine years at Integral Investment Advisors, Inc. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops portfolios tailored to client objectives and risk tolerance, often delegating day-to-day management to independent managers while maintaining oversight and accepting proxy-voting responsibility.

Ian Sharps is a financial advisor at RiverFront Investment Group, LLC in Richmond, VA. He holds a Series 65 designation and has one year of industry experience. Prior to joining RiverFront, he worked in enterprise mobility and has an extensive background in education, including roles at Howard University, Iona Prep, and Montfort Academy. RiverFront provides investment management services to individual investors, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a Price Matters® valuation framework combined with tactical asset allocation and risk management, implementing strategies through a variety of portfolio solutions including SMAs, UMAs, and model delivery platforms.

Kirk Stoldt is a financial advisor at Wealthcare Capital Management LLC with a Series 65 designation and four years of industry experience. Prior to joining Wealthcare Capital Management in 2021, he worked at The London Company of Virginia, LLC from 2017 to 2021 and US Bank Fund Services, LLC from 2008 to 2017. Wealthcare Capital Management LLC is an SEC-registered multi-team advisory firm managing approximately $3.03 billion for a diverse client base, including individuals, high-net-worth clients, trusts, retirement plans, and foundations. The firm employs model portfolios primarily composed of mutual funds and ETFs, supplemented by alternative investments and specialty platforms, with investment decisions guided by an Investment Policy Committee using an evidence-based framework.

Sumanpreet Dhillon is a financial advisor at RiverFront Investment Group, LLC with two years of industry experience. They hold the Series 66 designation and have prior experience with ALPS Distributors, Inc., JPMorgan & Chase, and Virginia Commonwealth University. RiverFront Investment Group provides investment management services to individual investors, trusts, pension and profit-sharing plans, charitable organizations, and corporations, utilizing model asset-allocation portfolios and Custom Portfolio Solutions. The firm combines a valuation framework with tactical asset allocation and diverse security selection across global fixed income and equities, implementing strategies through various managed account platforms and overlays.

Diego Marti Vertiz is a CFA® charterholder with eight years at RiverFront Investment Group, LLC and a total of five years in the financial industry. Prior to joining RiverFront, he worked at Yates Construction and spent four years at Millsaps College. He serves on the board of the CFA Society of Virginia NextGen, a professional association for investment practitioners. RiverFront Investment Group provides investment management services to individual investors, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a Price Matters® valuation framework combined with tactical asset allocation and risk management across global fixed income and equities, delivering strategies through separate accounts, unified managed accounts, and model portfolios.

Manuel Naputi is a financial advisor with MissionSquare Retirement, holding a Series 66 designation and 17 years of industry experience. His prior work includes roles at ICMA-RC Services, LLC and DST. Outside of his advisory career, he assists with a small family business that sells furniture, antiques, and vintage items. MissionSquare Retirement serves state and local government employers, employees, and certain nonprofits by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include managed accounts and fund advice developed in partnership with Morningstar Investment Management.

John Schlichting is a Series 65 licensed advisor at Wealthcare Capital Management LLC with seven years of industry experience. He previously worked at Lowe Brockenbrough & Company for three years before joining Wealthcare Capital Management in 2019. Wealthcare Capital Management LLC is a multi-team SEC-registered investment adviser managing approximately $3.93 billion for over 5,600 clients through 33 advisors. The firm offers comprehensive financial planning and discretionary portfolio management for individual and high-net-worth clients, and provides retirement plan advisory and investment strategist services to intermediaries, using a long-term, evidence-based investment approach combined with behavioral economics.

Adam Grossman is a CFA® charterholder with 14 years of industry experience, currently serving as a financial advisor at RiverFront Investment Group, LLC. He has worked at RiverFront since 2015. Grossman is a board member of the Richmond Retirement System, where he helps set investment policy and oversees approval of portfolio managers. RiverFront Investment Group provides investment management services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm uses a Price Matters® valuation framework combined with tactical asset allocation and risk management, implementing strategies through various managed account platforms and employing ETPs, options, and tax overlays in its Custom Portfolio Solutions.

William Shepherd is a financial advisor at Choreo, LLC with six years of industry experience. He holds a Series 65 designation and previously worked at Cherry Bekaert Wealth Management LLC and the Federal Reserve Bank of New York. Choreo provides investment and advisory services to a diverse client base including individual investors, family offices, endowments, foundations, retirement plans, charitable organizations, and corporate clients. The firm’s approach emphasizes strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Matthew Daniel is a CFP® with 17 years of industry experience. He is currently with Cary Street Partners, where he has worked since 2026. His prior roles include positions at Stony Point Wealth Management and Ameriprise. Outside of his advisory work, he is CEO of Matthew Daniel, Inc., a business focused on accounting and expense management. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, trusts, corporations, and institutional clients. The firm utilizes a broad investment menu and proprietary strategies through its affiliated asset manager, serving institutional niches such as state and municipal entities as well as insurance company clients.

Brian Hyde is a financial advisor with Wealthcare Capital Management LLC in Richmond, VA, holding Series 63, Series 65, and Series 66 licenses and 11 years of industry experience. He has worked at Wealthcare Capital Management since 2020 and is also the owner of Performance Physical Therapy since 2009. Wealthcare Capital Management is a multi-team, SEC-registered investment adviser managing approximately $3.93 billion for over 5,600 clients. The firm offers comprehensive financial planning and discretionary portfolio management primarily for individual and high-net-worth clients, utilizing a long-term, evidence-based investment approach supported by proprietary quantitative measures.