Scott O’Neill is a financial advisor at The Main Street Group with a Series 65 credential and one year of industry experience. His prior work includes roles at Madewell Properties, Valcourt Building Services, Polaris Industries, 5.11 Tactical, and Arconic. The Main Street Group serves individual and high-net-worth clients, providing customized investment advisory and financial planning services. The firm employs a primarily long-term investment approach using diversified portfolios with low-cost mutual funds, ETFs, and other instruments, supported by systematic strategies such as rebalancing and tax-loss harvesting.

John Cory Hoffer is a financial advisor at Hermitage Wealth with 25 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining Hermitage Wealth in 2025, he was associated with OSAIC for 19 years. Hermitage Wealth provides investment advisory, retirement plan consulting, and financial planning services to plan sponsors, corporations, and individual clients. The firm focuses on selecting and monitoring third-party money managers and offers both discretionary and non-discretionary portfolio management along with stand-alone financial planning and ERISA fiduciary services.

Cleighton Hilbert is a financial advisor at Alpha Omega Wealth Management, LLC with 29 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Davenport & Company LLC for 22 years before joining Alpha Omega Investment Advisors in 2018. Alpha Omega serves individuals, high-net-worth families, trusts, estates, business entities, and charitable organizations, providing portfolio management, financial planning, retirement plan consulting, and family office services. The firm’s investment approach emphasizes tailored asset allocation, fundamental analysis, and the use of diverse investment vehicles, including derivatives for income generation and risk management, alongside unique family office and household finance capabilities.

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.

Neil Powers is a CFA® charterholder at Vectors Asset Management with over 20 years of experience, having worked at Vectors Research Management, LLC since 2004. He is based in Glen Allen, VA, and is part of a four-advisor team at the firm. Vectors Asset Management provides discretionary and non-discretionary portfolio management to individual and institutional clients, including high-net-worth individuals, endowments, foundations, and financial institutions. The firm combines top-down macro analysis with bottom-up security valuation, focusing on mortgage- and asset-backed securities and offering specialized hedging and valuation services.

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.

Sara Gochenour is a Series 65 credentialed financial advisor with 13 years of industry experience. She is currently with Salomon and Ludwin, where she has worked since 2026. Her prior experience includes roles at Heritage Wealth Advisors and Nasdaq, Inc., spanning a total of seven years. Salomon and Ludwin serves individuals, high-net-worth households, families, trusts, estates, foundations, small businesses, and qualified retirement plans, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a flexible, actively managed approach using low-cost, tax-efficient ETFs, mutual funds, and individual securities combined with fundamental and technical analysis and a proprietary timing strategy.

Lawrence Grimes is a CFP® professional with 34 years of experience in the financial services industry. He is currently Executive Vice President at The Main Street Group and has held roles at Kestra Investment Services, LLC and LPL Financial LLC. Grimes also serves as treasurer for the Chester Civitan Club and is a board member of Camp Baker, a charitable organization in Chesterfield County, VA. 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 with a long-term orientation, utilizing low-cost mutual funds, ETFs, and other investment vehicles, alongside financial planning, retirement consulting, and automated investment options.

Lisa Roccaforte is a CFP® professional with over 31 years of industry experience. She is affiliated with The Main Street Group, a team of eight advisors, and has held roles at Kestra Investment Services, LLC and LPL Financial LLC. Outside of her advisory work, she is also licensed to sell life insurance and fixed annuities. The Main Street Group provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm offers discretionary portfolio management, retirement plan consulting, and utilizes a mix of fundamental, technical, and cyclical analysis, with a long-term investment orientation and systematic features such as rebalancing and tax-loss harvesting.

Michael Gibb is a financial advisor with Godsey & Gibb Wealth Management in Richmond, VA, holding a Series 65 credential and 14 years of industry experience. He has been with Godsey & Gibb since 2013 in various roles within the firm. Godsey & Gibb Wealth Management provides discretionary and non-discretionary portfolio management, financial planning, tax preparation, and financial education to individuals, high-net-worth clients, and a variety of institutional clients including sovereign wealth funds. The firm employs fundamental and technical analysis across fixed income, equities, and ETFs, and features an in-house CPA team offering integrated tax services.

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.

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.

Maya Lindsey is a Series 65-licensed advisor at Godsey & Gibb Wealth Management with one year of industry experience. Prior to joining the firm, she worked for several years at Salisbury Country Club. Godsey & Gibb Wealth Management serves individual and institutional clients, offering discretionary and non-discretionary portfolio management along with comprehensive financial planning. The firm utilizes fundamental and technical analysis across various asset classes and provides in-house tax planning and educational content.

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.

Benjamin Beverly is a financial advisor with Capital Cities Investments in Richmond, VA, holding Series 63 and Series 65 licenses and possessing 17 years of industry experience. He has worked at Capital Cities Investments since 2011 and is also affiliated with Silver Oak Securities, Inc. Outside of his advisory role, he serves as a volunteer board member for a homeowners association and works as a life and long-term care insurance agent. Capital Cities Investments serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and employee benefit plans. The firm employs a combination of active and passive asset-allocation strategies using mutual funds and ETFs, with portfolio monitoring and rebalancing typically conducted quarterly.

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.

Thomas Pusser is a financial advisor with Capital Cities Investments in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Capital Cities Investments since 2005 and Silver Oak Securities since 2023. Outside of advisory work, he is involved in selling life and long-term care insurance as part of clients’ financial plans. Capital Cities Investments serves individual and high-net-worth clients, trusts, estates, charitable organizations, and employee benefit plans, offering discretionary portfolio management, modular financial planning, pension consulting, and access to automated investment programs. The firm’s investment approach combines asset-allocation modeling with active and passive manager implementation, supported by third-party platforms for model implementation, rebalancing, and tax-loss harvesting.