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.

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.

Marc Thompson is a financial advisor at Sovereign Capital Vantage, Inc. with 18 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Edward Jones from 2010 to 2017 before joining Sovereign Capital Vantage in 2017. Sovereign Capital Vantage, Inc. is a fee-based advisory firm that provides 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, offering both long- and short-term strategies including options trading, and oversees approximately $26.8 million across three offices.

Samantha Vicchiarelli is a financial advisor at Alexis Advisors with nine years of industry experience. She holds the ChFC® designation and Series 66 license. Her prior experience includes roles at Bank of America, Merrill Lynch, and she was also involved in managing a bar business for six years. Samantha serves as a trustee of a third-party irrevocable trust for her mother. Alexis Advisors, LLC provides wealth management and financial planning services to individual and institutional clients, offering discretionary portfolio management and standalone planning engagements. The firm integrates fundamental, quantitative, and technical analysis with strategic asset allocation and incorporates ESG criteria in its investment process.

Ann Healy is a CFP® with 46 years of industry experience, currently serving at Beale Healy Investment Advisors Inc in Richmond, VA. She has worked with Beale Healy Investment Advisors since 1982 and is also associated with Beale Healy Financial Group, where she provides consultation on insurance and risk management. Beale Healy Investment Advisors serves individual and high-net-worth clients through discretionary and non-discretionary portfolio management focused on individually held securities, complemented by modular financial planning. The firm’s investment approach combines fundamental, technical, and quantitative analysis within a committee framework, employing various strategies from long-term holdings to short-term trading and option positions.

Scot Morris is a financial advisor at Z3 Capital Partners with 39 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Halle Noel LLC and Raymond James Financial Services Advisors. Outside of his advisory role, he is involved with Mid Century Morris, a vintage furniture business owned by his wife. Z3 Capital Partners provides discretionary investment management and integrated financial planning to individuals, including high-net-worth clients, as well as family offices, trusts, estates, private foundations, and businesses. The firm employs a structured, tiered investment approach called the Financial House and manages most accounts on a discretionary basis, often integrating financial planning into the advisory relationship.

Jessica Buckley is a financial advisor at Norton Capital Management, Inc. with 21 years of industry experience. She holds a Series 66 designation and has been with Norton Capital Management since 2006. Norton Capital Management, Inc. manages discretionary and non-discretionary portfolios for individual investors and institutional clients, emphasizing fundamental analysis and long-term, high-quality growth-biased portfolios with a predominantly U.S. focus. The firm operates as a subsidiary and affiliate of another SEC-registered adviser, sharing management resources and leveraging institutional relationships for custody, research, and fixed-income execution.

Marshall Schutt is a financial advisor at Schutt Capital Management LLC in Richmond, VA, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has been with Schutt Capital Management since 2008. Schutt Capital Management provides discretionary investment management through a private investment fund, two pooled real estate LLCs, and separately managed accounts, serving individuals, trusts, partnerships, and corporations. The firm follows a value-investing approach focused on public equities, corporate and municipal debt, private-company securities, and direct real estate, with additional use of options and ETFs for hedging or income generation.

Deborah Tucker is a CFP® with 17 years of industry experience. She is currently with Claris Financial, LLC and previously worked at Triad Advisors and Wunderlich Securities, Inc. Deborah holds Series 63 and Series 65 licenses. Claris Financial, LLC provides fee-based portfolio management and advisory services to individuals, families, high net worth clients, small businesses, trusts, and foundations. The firm uses a flexible, client-specific investment approach that combines fundamental and technical analysis, tailoring asset mixes to clients’ goals and risk tolerance.

Timothy Short is a Series 65-licensed financial advisor with five years of industry experience. He is currently with Welcome Home Wealth Advisors LLC and has prior experience with Foundations Investment Advisors LLC and Wealth Preservers, Inc. He is also active as an insurance agent, involved in the sale of various insurance products. Welcome Home Wealth Advisors LLC provides discretionary asset management and financial advisory services to individuals, business entities, and qualified retirement plans, often acting as a limited-scope ERISA 3(21) fiduciary. The firm employs a range of investment methods including fundamental and technical analysis and Modern Portfolio Theory, and integrates licensed insurance activities alongside investment advisory services.

Andrew Mohrmann is a financial advisor at Ascent Financial Group in Richmond, VA. He holds a Series 65 designation and has one year of experience at Ascent, following a decade at Truist Bank and six years at Precision Economics. Ascent Financial Group provides comprehensive financial planning and ongoing portfolio management primarily for individual and high-net-worth clients. The firm applies a blend of fundamental, technical, cyclical, and economic analysis to construct strategic asset allocations and actively manages portfolios with regular reviews and discretionary trading.

Ryan Bram is a financial advisor at Horizon Capital Management, Inc. with two years of industry experience. He holds a Series 65 designation and has prior experience at Markel Group and KPMG. Outside of advisory work, Bram serves as a Senior Financial Analyst at Dominion Energy, focusing on treasury special projects and capital funding. Horizon Capital Management serves individual clients with discretionary portfolio management and limited financial planning support. The firm emphasizes long-term equity holdings selected through fundamental and technical analysis, tailoring account management to clients’ risk profiles and income needs.

William Pusey Jr. is a Series 65-licensed financial advisor with 12 years of industry experience. He is currently with CrossGrain Family Investments, LLC and has previously worked at Kimble Advisory LLC and Keel Point Capital, LLC. He serves as treasurer and secretary of Velpar Investments, Inc. and is a board member of the Paul H Pusey Foundation. CrossGrain Family Investments serves high-net-worth individuals and families through a small advisory team offering discretionary investment management, personalized financial planning, and co-investment advisory on private opportunities. The firm employs a blend of active and passive investment approaches tailored to client-specific goals and emphasizes concierge-style family wealth services.

Ralph Short Jr. is a financial advisor with Welcome Home Wealth Advisors LLC, holding Series 63 and Series 65 designations and over 34 years of industry experience. His career includes roles at Foundations Investment Advisors, LLC, and long-term ownership of Wealth Preservers, Inc. He also operates an insurance agency under the name Welcome Home Financial Partners, focusing on life, health, and employee benefits. Welcome Home Wealth Advisors LLC provides discretionary asset management and financial advisory services to individuals, business entities, and qualified retirement plans, utilizing methods such as fundamental and technical analysis and Modern Portfolio Theory. The firm integrates insurance activities with its advisory services and manages approximately $50.7 million for around 259 clients.

John Bowen is a CFP® professional with 26 years of industry experience and has been a CPA since 1992. He is the owner of Bowen Financial Services, LLC, located in Midlothian, VA, where he serves as one of three advisors. Bowen also operates a separate CPA firm, providing tax compliance and consulting services. Bowen Financial Services, LLC offers fee-only financial planning and discretionary investment management for individuals, families, trusts, estates, and certain small businesses. The firm emphasizes strategic asset allocation with broad diversification, using low-cost, tax-efficient mutual funds and ETFs, and integrates tax and investment planning through its affiliation with a CPA practice.

Benjamin Wood is a financial advisor with BDC Capital Management, Inc., holding a Series 65 designation and 12 years of experience at the firm. He is based in Glen Allen, VA, and has spent his entire advisory career with BDC Capital Management. BDC Capital Management 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.

Ronald Stack is a financial advisor at Cobblestone Asset Management with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Independent Financial Group and National Planning Corporation. He has been associated with Cobblestone Asset Management since 2007 and operates Stack Financial Group for tax purposes. Cobblestone Asset Management provides discretionary portfolio management to individuals, corporations, and other advisors, emphasizing tailored investment strategies that include ETFs, equities, fixed income, and alternative assets. The firm employs multiple analytical methods and offers a platform used by third-party advisors alongside its own advisory services.

Janet Wills is a CFP® with 35 years of industry experience, currently serving at Wills Financial Group, LLC. She has been affiliated with the Wills Financial Group entities since 1989. Wills Financial Group, LLC provides discretionary portfolio management and advisory services to individuals, families, retirement plans, trusts, estates, and foundations. The firm employs fundamental security analysis and maintains balanced allocations across various asset classes, managing over $360 million in discretionary assets as of December 2024.