Anthony Castaldi is a financial advisor at Covenant Wealth Advisors in Richmond, VA, holding a Series 65 designation with three years of industry experience. His prior experience includes roles at Advisor Partners II, LLC and Acorn Financial Advisory Services. Covenant Wealth Advisors provides personal financial planning and investment management services to individuals, families, trusts, estates, charitable organizations, and business entities. The firm employs a long-term asset allocation strategy grounded in Modern Portfolio Theory, primarily using passively managed mutual funds and ETFs, and offers both comprehensive and modular planning solutions.

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.

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.

Cole Shugart is a financial advisor at Godsey & Gibb Wealth Management in Richmond, VA, holding Series 65 and Series 63 licenses with one year of industry experience. His prior roles include a position at Equitable Advisors, LLC and various engagements outside finance, including work with Agee's Bicycles and New Mexico State University. Godsey & Gibb Wealth Management serves individual and institutional clients with a range of services including discretionary and non-discretionary portfolio management, financial planning, and in-house tax preparation by licensed CPAs. The firm utilizes both fundamental and technical analysis across multiple asset classes and offers educational content through newsletters and webinars.

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® with 22 years of industry experience. He is currently with Founders Grove Wealth Partners, LLC, where he has worked since 2024. His prior experience includes positions at Salomon and Ludwin, LLC and Wells Fargo Advisors Financial Network LLC. He 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 portfolio management to individuals, trusts, retirement plans, and business entities. The firm employs a combined approach of asset allocation with both passive and active strategies, utilizing fundamental, technical, and quantitative analysis, and incorporates independent managers and model management capabilities.

Virginia Mylks is a financial advisor with The Main Street Group in Glen Allen, VA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has worked with The Main Street Group since 2015 and has prior experience at LPL Financial and Virginia Insurance Associates, where she remains active. Mylks serves on the board of United Insurance Professionals, a nonprofit organization for insurance professionals. The Main Street Group provides investment advisory and financial planning services primarily to individual and high-net-worth clients, offering customized portfolios that include low-cost mutual funds, ETFs, and other investment vehicles. The firm employs a mix of fundamental, technical, and cyclical analysis with a long-term investment orientation and integrates systematic features such as rebalancing and tax-loss harvesting.

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.

Mark Levin is a financial advisor with 18 years of industry experience, currently with 3Chopt Investment Partners LLC. He holds Series 65 and Series 66 licenses and has previously worked at North Arrow Capital, Scopus Asset Management, Impala Asset Management, The Benchmark Company, Seaport Global Securities, and BB&T Securities. 3Chopt Investment Partners serves individuals, trusts, family offices, nonprofit, 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 emphasizes outsourced CIO and family office services for high-net-worth and institutional clients.

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.

Luke Neice is a Series 65-licensed advisor with Acima Private Wealth LLC in Richmond, VA. He has one year of industry experience, including prior roles at Wells Fargo and Coastal Virginia Wealth Group. Acima Private Wealth LLC advises individuals, high-net-worth families, trusts, family offices, endowments, and small businesses using a disciplined, customized investment approach. The firm manages approximately $420 million across about 59 clients and offers comprehensive portfolio management and family wealth services through its proprietary wrap fee program.

Cameron Malekuti is a financial advisor at Covenant Wealth Advisors in Richmond, VA, holding a Series 65 designation with one year of industry experience. Prior to joining Covenant Wealth Advisors, he worked at Halo Capital Management, Carson Wealth, and Cassaday & Co., and spent nine years in full-time education. Covenant Wealth Advisors is a fee-only firm serving individuals, families, trusts, estates, endowments, and family businesses. The firm uses a Modern Portfolio Theory-based investment approach with primarily passive mutual funds and ETFs, implements portfolios through a third-party platform with Buckingham, and offers both discretionary and non-discretionary services.

Walter Hurt is a CFP® professional with 21 years of industry experience. He has been with Covenant Wealth Advisors since 2020 and previously worked at Ameriprise Financial Services, Inc. from 2011 to 2020. Walter holds Series 65 and Series 66 licenses. 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 investment approach using primarily passively managed mutual funds and ETFs, and offers both discretionary and non-discretionary client arrangements.