Tracy Leeper is a Series 65-licensed financial advisor with nine years of industry experience. She has been with The Capital Management Corporation since 2010. The Capital Management Corporation is a privately owned investment management firm serving individuals, families, foundations, endowments, retirement plans, and corporations. The firm uses fundamental research through an Investment Policy Group to tailor discretionary portfolios aligned with client objectives and risk guidelines, and it also licenses model portfolios to third-party sponsors.

Patricia Soileau is a financial advisor with Acima Private Wealth LLC in Richmond, VA, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has previously worked at Kinloch Capital, LLC and UBS Financial Services. Acima Private Wealth LLC advises high-net-worth individuals, families, trusts, and small businesses through discretionary and non-discretionary portfolio management, financial planning, and family wealth services. The firm uses a customized, tax- and fee-sensitive approach incorporating multiple investment strategies and manages approximately $420 million across a focused client base.

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.

Jeremy Kirkland is a CFA® charterholder with 14 years of industry experience. He has been with Redmond Asset Management, LLC since 2006. Redmond Asset Management manages portfolios for individual and institutional clients, including high-net-worth individuals, trusts, retirement plans, corporations, foundations, and select institutional accounts. The firm employs a bottom-up, fundamental equity process focused on long-term, high-quality growth, complemented by fixed income and ETF-based global strategies, and tailors portfolios to client-specific needs.

Jeremy Woltz is a financial advisor with The Main Street Group in Glen Allen, VA, holding a Series 65 credential and one year of industry experience. Prior to joining The Main Street Group, he worked with Needle's Eye Ministries and West End Assembly of God. Outside of his advisory role, he is involved as a landlord managing real estate rental properties. The Main Street Group is an eight-advisor team providing investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm offers customized, diversified portfolios using low-cost mutual funds, ETFs, and other securities, and incorporates systematic features such as rebalancing and tax-loss harvesting through the Schwab platform.

Aidan Banner is a financial advisor at Covenant Wealth Advisors in Richmond, VA, holding a Series 65 designation with one year of industry experience. He previously worked at Boyd Watterson Asset Management and has experience in the restaurant industry. Covenant Wealth Advisors provides fee-only financial planning and investment management to individuals, families, trusts, estates, endowments, and family businesses. The firm employs a Modern Portfolio Theory-based approach using primarily passively managed mutual funds and ETFs, with portfolio implementation and management supported by a third-party platform.

Jacob Preston is a CFP® and Series 65 registered advisor with six years of industry experience. He currently works at Covenant Wealth Advisors, where he has been since 2026, following prior roles at One Degree Advisors and Beacon Wealth Consultants, Inc. Covenant Wealth Advisors serves individuals, families, trusts, estates, charitable organizations, and business entities, offering financial planning and investment management with a focus on long-term asset allocation using passively managed funds and ETFs. The firm coordinates with outside specialists and utilizes third-party platforms for portfolio management and operational support.

Susannah Orzolek is a financial advisor at Carlson Financial with a Series 65 designation and six years of industry experience. She has worked at Carlson Financial since 2018 and previously spent three years at EURPAC. Carlson Financial is a retirement planning and wealth management firm serving individuals, trusts, small businesses, family offices, and institutional clients. The firm manages approximately $632 million in discretionary assets and employs a cash-flow–based financial planning approach, constructing discretionary portfolios primarily from equities and exchange-traded funds to balance long-term growth and income.

David Staples is a CFP® and holds a Series 66 license with 17 years of industry experience. He has worked at Salomon and Ludwin since 2018 and previously spent eight years at Wells Fargo Advisors Financial Network. Salomon and Ludwin advises individuals, families, trusts, estates, foundations, small businesses, and retirement plans, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses a flexible, actively managed approach that incorporates low-cost, tax-efficient ETFs, mutual funds, individual securities, fundamental and technical analysis, and a proprietary TriggerPoint™ timing strategy.

Andrew Blain is a financial advisor at Campbell Deegan Financial with nine years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill Lynch. Campbell Deegan Financial offers comprehensive wealth management and financial planning services to individuals, families, business entities, and retirement plans. The firm manages approximately $745 million in assets across about 766 client relationships, focusing on fundamental analysis, diversification, and client-specific allocation strategies.

Cole Shugart is a financial advisor with Godsey & Gibb Wealth Management in Richmond, VA. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior work includes roles at Equitable Advisors, LLC, and Agee's Bicycles. Godsey & Gibb Wealth Management serves a diverse clientele, including high-net-worth individuals and institutional clients such as banking institutions and charitable organizations. The firm provides discretionary and non-discretionary portfolio management, comprehensive financial planning, in-house tax services by licensed CPAs, and educational content through various channels.

Anna Carlson is a financial advisor at Carlson Financial with seven years of industry experience. She holds a Series 65 designation and previously worked at Global Financial Private Capital, LLC. Carlson Financial serves pre-retirees, retirees, and a range of clients including individuals, trusts, small businesses, family offices, and endowments. The firm provides comprehensive financial planning and discretionary portfolio management, using a cash-flow-based process and primarily equities and ETFs to balance growth and income.

Robert Showalter is a financial advisor with The Main Street Group in Glen Allen, VA, holding a Series 66 designation and 12 years of industry experience. He has been with The Main Street Group since 2015 and previously worked at LPL Financial LLC from 2014 to 2017. Outside of advising, he is involved with an audiovisual products and services business. The Main Street Group is a team of eight advisors managing approximately $470 million for about 688 clients, primarily serving individual and high-net-worth clients. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, using customized, diversified portfolios that include low-cost mutual funds, ETFs, and other securities, with a primarily long-term investment orientation.

Jeremiah Winters is a CFP® professional with 22 years of experience in financial advisory services. He is currently with Founders Grove Wealth Partners, LLC and has previously worked at Salomon and Ludwin, LLC, Wells Fargo Advisors Financial Network LLC, Wells Fargo Clearing, and Equitable Advisors. Winters is also an investor in Caravel Concepts, LLC, a fintech firm specializing in financial planning and asset allocation software. Founders Grove Wealth Partners provides wealth management, financial planning, and discretionary investment management to high-net-worth individuals, trusts, retirement plans, and business entities. The firm uses a combination of fundamental and technical analysis, Modern Portfolio Theory, and both passive and active asset-allocation strategies to create and manage individualized portfolios.

Virginia Mylks is a financial advisor with The Main Street Group in Glen Allen, VA, holding Series 63 and Series 65 licenses and totaling 33 years of industry experience. She has worked at The Main Street Group since 2015 and previously spent nine years at LPL Financial. Mylks is also involved with United Insurance Professionals as a non-profit board member. The Main Street Group provides fee-based investment advisory services, financial planning, retirement-plan consulting, and managed portfolios primarily for individuals and high-net-worth clients. The firm employs a diversified investment approach tailored to client goals and risk tolerance and utilizes Schwab’s institutional platform and technology.

William Lagos Jr. is a financial advisor at Verus Financial Partners in Richmond, VA, holding the CFP®, ChFC®, and Series 65 credentials with 20 years of industry experience. He has been with Verus Financial Partners since 2015. Verus Financial Partners provides discretionary investment management, financial planning, and tax planning and preparation services to individuals and families, including high-net-worth clients. The firm primarily uses mutual funds and exchange-traded funds with fundamental analysis and a combination of long- and short-term strategies, treating cash as an asset class for defensive purposes.

Tyler Snow is a financial advisor at Verus Financial Partners with a Series 65 designation and three years of industry experience. Prior to joining Verus, he worked in educational roles at Hanover High School and Saint John's School. Verus Financial Partners provides discretionary investment management, financial planning, and tax planning services primarily to individuals and families, including high-net-worth clients. The firm uses a mix of fundamental analysis and long- and short-term strategies, focusing on mutual funds and exchange-traded funds, and integrates tax-efficient rebalancing for held-away accounts.

Ian Gallagher is a financial advisor at Carlson Financial with a Series 65 credential. He joined the firm in 2024 and has prior work experience in healthcare and administrative roles, including positions at Phreesia and New York Presbyterian Hospital. Carlson Financial is a retirement planning and wealth management firm serving individuals, trusts, small businesses, family offices, and institutional clients. The firm manages approximately $632 million in discretionary assets and employs a cash-flow–based financial planning approach, with portfolios primarily composed of equities and exchange-traded funds.

Edward Thompson Jr. is a financial advisor with Thompson Davis & Co., Inc. in Richmond, VA, holding Series 63 and Series 66 designations and bringing 53 years of industry experience. He has been with Thompson Davis since 2002. Thompson is a limited partner in Seven Hills Capital Partners LP, a private investment partnership managed by Thompson Davis Asset Management. Thompson Davis Asset Management provides discretionary investment management and financial planning services to individuals, corporations, trusts, estates, charitable organizations, and retirement plans. The firm employs an active, bottom-up, all-cap growth and tactical trading investment approach based on a proprietary screening discipline called “The Great 8.”

Kyle Fischer is a CFP® with nine years of industry experience currently advising clients at Godsey & Gibb Wealth Management in Richmond, VA. He has worked at several firms including Cornerstone Wealth Group, Mutual Securities, and LPL Financial. Godsey & Gibb Wealth Management serves individual, high-net-worth, and institutional clients, offering portfolio management, financial planning, tax preparation, and financial education. The firm manages roughly $1.4 billion across a diverse client base and features an in-house team of CPAs, a structured client education program, and a range of investment strategies including discretionary and non-discretionary management.