Daniel Rodriguez is a financial advisor at Hill Wealth Strategies in Richmond, VA, holding a Series 65 designation with five years of industry experience. He previously worked at Hampton Motor Corporation for seven years before joining Hill Wealth Strategies. Hill Wealth Strategies is a fee-based financial planning and investment management firm that serves individuals, including high-net-worth clients, by providing comprehensive planning and coordinating asset management through a third-party money manager. The firm acts as a co-advisor without custody of client assets or discretionary trading authority, focusing on documented investment approaches and ongoing client communication.

Jay Gragnani is a financial advisor with Nasdaq Dorsey Wright, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked with Dorsey Wright & Associates since 2005, including through its transition to Nasdaq Dorsey Wright, and has held roles at Foreside Fund Services, LLC and STF Management, LP. Nasdaq Dorsey Wright serves individual investors 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 alongside research, subscription services, and licensing to investment companies and product sponsors.

John Mason Antrim is a financial advisor at Dover Advisors, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Middleburg Trust Company for 23 years before a brief retirement period. Dover Advisors serves individuals, high net worth clients, families, trusts, estates, and businesses with wealth management, investment management, and financial planning services. The firm uses a long-term, discretionary investment approach that includes ETFs, stocks, bonds, mutual funds, and alternative investments, combining fundamental and technical analysis with regular account monitoring.

Graham Boggio is a Financial Consultant currently working at Fidelity Investments. He has held various roles within Fidelity, including Investment Consultant and Financial Representative, since 2021. Prior to joining Fidelity, he worked as a Financial Services Professional at MassMutual from 2019 to 2020. Graham offers personalized financial guidance tailored to clients' specific goals and assists them in making financial decisions aligned with their needs. His professional experience encompasses a range of financial advisory roles, providing him with a foundation to support clients effectively. Outside of his professional work, Graham has interests in baseball, golf, traveling, and is a food enthusiast.

Miles Clark is a financial advisor at Dorsey, Wright & Associates, LLC, holding a Series 65 designation with three years of industry experience. He has worked at Dorsey Wright & Associates since 2022 and previously held positions at Nasdaq Dorsey Wright, Christopher Newport University, Uber, and St. Stephens/St. Agnes School. 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 various asset classes through rules-based products.

Mitchell Crowder is a CFP® with four years of industry experience and is currently associated with WealthCrossing in Richmond, VA. He previously worked at Davenport & Company LLC and SBK Financial, Inc., and holds a Series 63 designation. WealthCrossing is a team of eight advisors that provides customized investment management for individuals, high-net-worth clients, and related entities, emphasizing strategic, diversified asset allocations and utilizing third-party research and due diligence to oversee mutual funds, independent managers, and private investments.

John Lewis is a financial advisor at Dorsey, Wright & Associates, LLC with 23 years of industry experience. He holds a Series 65 designation and has been with Dorsey, Wright Money Management since 2002. 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, including Point & Figure charting and relative strength methods, applied across multiple asset classes through rules-based products and model portfolios.

Sean Campbell is a financial advisor at Campbell Deegan Financial with 27 years of industry experience. He holds the Series 66 designation and has worked at Merrill Lynch, Bank of America, and Purshe Kaplan Sterling Investments before joining Campbell Deegan Wealth Management in 2018. Campbell Deegan provides comprehensive wealth management, financial planning, and investment management services to individuals, corporations, pension and profit-sharing plans, and trusts and estates. The firm employs a fundamental analysis approach with diversified model strategies ranging from conservative to aggressive and manages both discretionary and non-discretionary portfolios.

Thomas Rooney is a financial advisor at Monument Advisers in Richmond, VA. He holds a Series 65 credential and has industry experience beginning in 2024. His prior work includes roles at the U.S. Department of the Treasury, the U.S. Army Reserves, and U.S. Bank. Monument Advisers provides fee-only investment management and financial planning to individuals, high-net-worth clients, charitable organizations, pooled vehicles, and corporate clients. The firm employs asset-allocation principles and modern portfolio theory, combining passive and active funds with a long-term holding approach, and offers values-based options such as socially responsible and Biblically Responsible Investing.

Margaret Fretz is a financial advisor at Blue Edge Capital, LLC in Richmond, VA, with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Blue Edge Capital since 2010. Blue Edge Capital provides discretionary, customized investment management to individuals, high net worth clients, family and charitable trusts, family offices, profit-sharing plans, corporations, and nonprofit organizations. The firm employs a strategic, endowment-model asset allocation adapted for cost, liquidity, and tax efficiency, combined with tactical adjustments based on macroeconomic, quantitative, and technical analysis.

Jacob Fram is a CFP® with three years of industry experience, currently serving as a financial advisor at Verus Financial Partners. His prior roles include positions at TCV Trust & Wealth Management, Keiter CPA, and PriceWaterhouseCoopers. Verus Financial Partners provides discretionary investment management and financial planning services to individuals and families, including high-net-worth clients. The firm primarily invests in mutual funds and ETFs using fundamental analysis and employs tax-efficient strategies, while offering additional services such as tax preparation and trust administration.

Stephanie Stumpf is a financial advisor at WealthCrossing with 19 years of industry experience. She holds the CFP®, PFS™, and Series 65 designations and has worked at SBK Financial, Inc. since 2006. 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 employs independent due diligence for mutual funds, managers, and private funds.

John Gavin III is a financial advisor at PCM Encore, LLC with 21 years of industry experience. His prior roles include positions at Fisher Investments, NYLIFE Distributors, and Nuveen Investments. PCM Encore serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans with diversified, long-term portfolio construction and strategic asset allocation, combining passive and selective active management along with tax-aware strategies. The firm manages approximately $2.045 billion in discretionary assets across ten advisors and offers family office services, comprehensive wealth management, and outsourced CIO engagements.

Matthew Cullen is a CFA® charterholder and Series 63 licensee with one year of experience in the financial industry. He has worked at American Capital Advisory, LLC since 2021 and previously spent 14 years at Thompson, Siegel & Walmsley. American Capital Advisory, LLC manages approximately $255 million for around 348 clients, including individuals, high-net-worth clients, corporations, and charitable organizations. The firm employs a global asset allocation strategy using low-cost ETFs and mutual funds, supplemented by tax-sensitive direct indexing and a broader trading toolkit tailored to client objectives.

Steven Raymond is a financial advisor at Dorsey, Wright & Associates, LLC with 21 years of industry experience. He has been with the firm since 1996. He holds the Series 63 and Series 65 designations. 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, using Point & Figure charting and relative strength methods across various asset classes.

Brian Welch is a CFP®-designated financial advisor with 18 years of industry experience. He has been with Verus Financial Partners since 2014, working through the firm's various iterations to the present. Verus Financial Partners serves primarily individuals and families, including high-net-worth clients, providing discretionary investment management along with optional financial and tax planning services. The firm employs fundamental analysis with a mix of long- and short-term strategies, allocates assets mainly across mutual funds and ETFs, and incorporates unique practices such as the use of Dimensional Fund Advisors funds and independent proxy-voting services.

Marshall Reid is a financial advisor at Blue Edge Capital, LLC in Richmond, VA, holding a Series 65 designation with 23 years of industry experience. He has been with Blue Edge Capital since 2010, contributing to the firm’s team of four advisors. Blue Edge Capital provides discretionary, customized investment management for individuals, high net worth clients, family and charitable trusts, family offices, profit-sharing plans, corporations, and nonprofit organizations. The firm employs a strategic, endowment-model asset allocation adapted for cost efficiency, liquidity, and tax considerations, combined with tactical adjustments based on macroeconomic, quantitative, and technical analysis, primarily using diversified ETF portfolios including ESG-focused options.

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.

Russell Lundeberg is a financial advisor at Barrett Capital Management, LLC with 24 years of industry experience. He holds the Series 65 designation and has been with Barrett Capital Management since 2002. Outside of his advisory role, he serves as managing partner at Currituck Capital LLC, focusing on research and analysis. Barrett Capital Management provides fee-based investment advisory and portfolio management services to individuals, trusts, corporations, and charitable organizations. The firm employs a manager-of-managers strategy with an emphasis on diversification and capital preservation, integrating fundamental and technical analysis alongside a proprietary Global AI™ quantitative methodology.