Zachary Benton is a CFP® and Series 65-registered financial advisor with Illumination Wealth Management, bringing two years of industry experience. He has held roles at several firms, including Focus Partners Wealth, The Colony Group, and E-Money Advisor. Benton serves on the Investment Committee for the James River Horse Foundation, an organization providing sanctuary and rehabilitation for retired racehorses and offering vocational training programs through a partnership with the Virginia Department of Corrections. Illumination Wealth Management is a fee-only registered investment adviser serving individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm’s team manages approximately $471 million, providing integrated financial life management and custom investment strategies that combine strategic and tactical asset allocation with an emphasis on long-term, values-linked planning.

Jonathan Bailey is a CFP® professional with seven years of experience in financial advising. He is currently with WealthCrossing and previously worked at Heritage Wealth Advisors. WealthCrossing provides customized investment management primarily for high-net-worth individuals and related trusts, estates, and retirement plans. The firm emphasizes strategic, diversified asset allocation with low turnover and disciplined rebalancing, and it engages an independent due diligence consultant to evaluate investment options, including private funds and specialized tax-credit investments.

Kristin Menz Yianni is a financial advisor at CPR Investments Inc. with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at CPR Financial Group and CPR Investments Inc. since 2016, as well as serving as a consultant for CT Executive Benefits Group since 2003. CPR Investments Inc. primarily serves individual investors and also works with businesses, qualified retirement plans, and other financial professionals. The firm employs a multi-manager approach combining third-party registered investment advisors and in-house tactical strategies to manage discretionary portfolios focused on downside risk reduction.

Jacob Massanopoli is a CFP® professional with five years at Marotta Wealth Management and a total of two years in the financial advisory industry. His prior experience includes roles at RVA Wealth Management and positions related to Virginia Tech. Marotta Wealth Management serves individual and institutional clients, including retirees, university professors, and charitable organizations, offering comprehensive wealth management and financial planning. The firm employs a modern portfolio theory approach with diversified, low-cost indexed investments and operates as a fee-only fiduciary team with a focus on client education and formal management of corporate retirement and employee benefit plan assets.

Brad Bailey is a financial advisor at Brown Edwards Wealth Strategies with 27 years of industry experience. He holds a Series 66 designation and has a background that includes roles at Avantax and Towne Bank for Chesterfield County. In addition to his advisory work, he is a member of Brad Bailey, CPA, PLLC, an accounting firm providing CFO services. Brown Edwards Wealth Strategies offers discretionary and nondiscretionary portfolio management and employee benefit plan advisory services to a range of clients including individuals, trusts, charities, and small businesses. The firm emphasizes diversified, mainly passive investment strategies based on Modern Portfolio Theory and utilizes tools such as Monte Carlo simulations and written investment policy statements to guide portfolio management.

Margaret Smith is a CFP® professional with 13 years of industry experience, currently serving at Canal Capital Management, LLC in Richmond, VA. She has held managing member roles at multiple Haxall-related entities since 2020. Canal Capital Management, LLC provides discretionary portfolio management, financial planning, tax preparation, and business and real estate consulting to individual, high-net-worth, pension, profit-sharing, and charitable clients. The firm offers tailored investment advice through a regularly meeting Investment Committee and manages private investment funds for qualified investors.

Catherine Belanger is a CFP® with 23 years of experience in the financial services industry. She is currently with Colonial River Wealth Management LLC and has held previous roles at VOYA Financial Advisors, Inc. and First Choice Financial Services Inc. She is also involved with Diamond Tax Services, LLC, a tax preparation and accounting business. Colonial River Wealth Management provides wealth and investment management as well as financial planning services to individuals, high-net-worth clients, families, trusts, estates, and charitable organizations. The firm employs proprietary quantitative tools for portfolio construction and manages assets across diverse investment vehicles, operating through multiple offices and an institutional relationship with LPL Financial.

Raymond Hines Jr. is a financial advisor at Barrett Capital Management, LLC with 11 years of industry experience. He holds a Series 65 designation and has worked at Barrett Capital Management since 2014, following an 18-year tenure at Sterling Business. Barrett Capital Management provides fee-based investment advisory and portfolio management services primarily to individuals, including high-net-worth clients, as well as trusts, corporations, and charitable organizations. The firm employs a manager-of-managers approach focused on diversification and capital preservation, utilizing a proprietary Global AI™ quantitative methodology for asset allocation.

Noah Greenbaum is a financial advisor at Canal Capital Management, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles with multiple Haxall entities since 2013. Prior to joining Canal Capital Management, he worked at Commonwealth Financial Network. 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 delivers investment advice through a regular Investment Committee, emphasizing asset allocation, fundamental and technical analysis, and model portfolios, and offers access to private fund investments for qualified clients.

Colton Jones is a financial advisor at SIMA Wealth Partners, LLC with two years of industry experience. He holds a Series 65 designation and has worked within various entities affiliated with SIMA since 2023. SIMA Wealth Partners serves individual investors—including high-net-worth clients—along with pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management, broad-based financial planning, third-party adviser selection, and access to private-market investments, employing a multi-affiliate structure and an approach that combines fundamental and tactical analysis across multiple investment strategies.

Craig Truitt is a financial advisor with Canal Capital Management, LLC in Richmond, VA, holding Series 63 and Series 65 credentials and having 11 years of industry experience. He is also a managing member of several affiliated entities including Haxall Institutional Partners I and II, Haxall Point II, GP LLC, and East Mountain LLC. 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 uses a committee-based approach focused on asset allocation and analysis, and offers private investment opportunities and fund management services to qualified investors.

Andrea Broughton is a financial advisor at WealthCrossing in Richmond, VA, holding a Series 65 designation with 22 years of industry experience. She has been with SBK Financial, Inc. since 2005. WealthCrossing provides customized investment management primarily for high-net-worth individuals and related entities, focusing on strategic, diversified asset allocation with low turnover and disciplined rebalancing. The firm also conducts independent due diligence on investment options and offers specialized services such as tax preparation and planning through CPA representatives.

John King is a Certified Financial Planner® at WealthCrossing with 20 years of industry experience. He has worked at SBK Financial, Inc. since 2004. WealthCrossing is a team-based firm serving primarily high-net-worth individuals and related trusts, estates, and retirement plans. The firm emphasizes customized investment management with diversified asset allocation, independent due diligence, and specialized services including tax-credit investments and tax planning support.

Theodore Brown is a financial advisor at Cary Street Partners Asset Management with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Luxon Asset Management, Cary Street Partners LLC, Wells Fargo Clearing, and Golden Capital Management. Cary Street Partners Asset Management provides discretionary portfolio management and non-discretionary investment consulting to individual, high-net-worth, and institutional clients through other registered investment advisers and platform sponsors, with limited direct client relationships. The firm offers both quantitative, model portfolio strategies and qualitative, fundamental approaches to equity and fixed-income selection, alongside managing wrap fee programs and sub-advisory services.

Veronica Rodgers is a financial advisor at The Wealth Boutique with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Janney Montgomery Scott and Wells Fargo Advisors earlier in her career. Outside of advising, she owns Carnelian Wealth Solutions, where she provides life and spirituality coaching focused on supporting mothers. The Wealth Boutique offers financial planning and discretionary portfolio management primarily to individuals, high-net-worth and multi-generational clients, trusts, and some institutions. The firm employs a goals-based planning process combined with fundamental and technical analysis to develop customized asset allocation and tax- and estate-aware recommendations.

Jeffrey Lear is a financial advisor with Barrett Capital Management, LLC, holding a Series 65 designation and six years of industry experience. Prior to joining Barrett Capital Management in 2019, he worked at GreenMile from 2012 to 2018. Outside of his advisory role, he serves as a Regional Sales Director for Demisto, a Palo Alto Networks company, focusing on cloud security orchestration platform sales. Barrett Capital Management provides fee-based investment advisory and portfolio management primarily to individuals, trusts, corporations, and charitable organizations. The firm employs a manager-of-managers approach with an emphasis on diversification and capital preservation, utilizing both fundamental and technical analysis alongside a proprietary Global AI™ quantitative methodology.

Steven Prestyly is a financial advisor with Colonial River Wealth Management LLC in Midlothian, VA, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked with Colonial River Investments, LLC since 2017 and has prior experience at The Main Street Group, LTD and LPL Financial. Outside of advisory services, he is a certified tax preparer involved with Newtown Tax Preparation. Colonial River Wealth Management provides investment advisory and wealth management services to individuals, high-net-worth clients, families, trusts, estates, and businesses. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement account advice, utilizing proprietary quantitative software and customized portfolios with a long-term orientation and tactical flexibility.

Ryan Greenlee is a CFP® professional with three years of industry experience, currently serving as an advisor at Barrett Capital Management, LLC since 2022. Prior to joining Barrett Capital, he worked at Jones Lang LaSalle for six years and McKesson for three years. Barrett Capital Management provides fee-based investment advisory and portfolio management services primarily to individuals, including high-net-worth clients, as well as trusts, corporations, and charitable organizations. The firm employs a manager-of-managers approach with an emphasis on diversification and capital preservation, utilizing a proprietary Global AI™ quantitative methodology across client accounts.

John Robertson Jr. is a financial advisor with Colonial River Wealth Management LLC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been associated with Colonial River Investments, LLC and LPL Financial since 2016 and previously worked with Osaic FA, Inc. from 2008 to 2016. Colonial River Wealth Management provides wealth management, investment management, and financial planning services to individuals, high-net-worth clients, families, trusts, estates, and charitable organizations. The firm manages approximately $464 million on a discretionary basis for nearly 1,800 clients, using proprietary quantitative tools along with a mix of individual securities, mutual funds, ETFs, and select alternatives to construct portfolios.

Shengyi Mao is a financial advisor with SIMA Wealth Partners, LLC in Richmond, VA, holding a Series 65 credential and two years of industry experience. Prior to joining SIMA, Mao worked at JP Morgan & Chase for one year. SIMA Wealth Partners serves individual investors, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management, comprehensive financial planning, and access to private-market opportunities while employing a combination of fundamental and tactical analyses across various investment strategies.