Matthew Brennan is a financial advisor at Covenant Wealth Advisors in Richmond, VA, holding CFP®, Series 65, and Series 66 credentials with 22 years of industry experience. His prior roles include positions at Acorn Financial Services, The Strategic Financial Alliance, Dominion Wealth Management, and several other firms. Covenant Wealth Advisors provides financial planning and investment management services for individuals, families, trusts, estates, charitable organizations, and business entities. The firm follows a long-term asset allocation strategy based on Modern Portfolio Theory, using primarily passively managed mutual funds and ETFs with periodic rebalancing.

Kevin Seay is a CFP® with 15 years of industry experience. He has been with Kanawha Capital Management, LLC since 2016, where he works as part of a four-advisor team. Kanawha Capital Management provides discretionary and non-discretionary investment management and financial-planning services, primarily focusing on retirement rollovers. The firm serves a diverse client base, including individuals, trusts, charitable organizations, and corporate entities, using a combination of fundamental, technical, and cyclical analysis in its investment approach.

Russell Munn is a CFP® professional with seven years of industry experience, currently serving as an advisor at Hermitage Wealth. His prior roles include positions at Royal Alliance Associates and OSAIC. He is the sole owner of MUNN-CRAFTON, LLC, which manages his disability and health insurance activities. Hermitage Wealth provides investment advisory, retirement plan consulting, and financial planning services to corporations, plan sponsors, and individual clients. The firm emphasizes due diligence on third-party money managers and offers both discretionary and non-discretionary portfolio management alongside retirement plan consulting services.

Christopher Cosby is a CFP® with 14 years of experience in the financial services industry. He is currently with Hermitage Wealth and has held roles at Strategic Design Group and OSAIC. Outside of his advisory work, he serves as Vice President of Strategic Design Group, a non-investment related LLC. Hermitage Wealth provides investment advisory, retirement plan consulting, and financial planning services to plan sponsors, corporations, and individuals. The firm emphasizes selecting and monitoring third-party money managers and offers discretionary and non-discretionary portfolio management alongside retirement plan consulting and fixed-fee financial planning.

Joseph Britt is an advisor at Carlson Financial with a Series 65 designation and no prior industry experience. Before joining Carlson Financial in 2026, he worked in education at James Madison University and various high schools from 2015 to 2026. 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 for about 1,100 client households through a ten-advisor team, employing a cash-flow–based financial planning process and portfolios primarily constructed of equities and exchange-traded funds.

Kent Leafstedt is a financial advisor with Juno Financial Group LLC in Richmond, VA. He holds a Series 65 designation and has one year of industry experience. His prior roles include positions at The Monument Companies and Joyner, Kirkham, Keel & Robertson, P.C. Juno Financial Group LLC provides financial planning and investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, trusts, estates, non-profits, and foundations. The firm manages approximately $542 million in discretionary assets for about 305 client relationships, employing tailored asset allocation through model portfolios, separately managed accounts, and third-party managers.

Thomas Love is a CFP® professional with 18 years of experience in the financial industry. He has been with The Main Street Group since 2015 and previously worked at LPL Financial. The Main Street Group is a team of eight advisors serving individual and high-net-worth clients with investment advisory and financial planning services. The firm offers customized, diversified portfolios primarily using low-cost mutual funds and ETFs, employing a long-term investment approach supported by systematic strategies such as rebalancing and tax-loss harvesting.

Gary Gore is a financial advisor at Acima Private Wealth LLC in Richmond, VA, with 16 years of industry experience. He holds Series 63 and Series 66 registrations and has been with Acima Private Wealth since 2015. Acima Private Wealth LLC advises individuals, high-net-worth families, trusts, family offices, endowments, and small businesses, offering discretionary and non-discretionary portfolio management, financial planning, and family wealth services. The firm uses a customized, tax- and fee-sensitive approach combining multiple analytic methods and manages approximately $420 million across about 59 client relationships.

Paul Melnick Jr. is a financial advisor at Juno Financial Group LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Kestra Advisory and Massachusetts Mutual Life Insurance Company. Juno Financial Group LLC is a team of five advisors serving individuals, high-net-worth clients, retirement plans, corporations, trusts, estates, non-profits, and foundations. The firm offers comprehensive financial planning and discretionary investment management, utilizing tailored asset allocation strategies that include model portfolios, separately managed accounts, direct indexing, and tax-loss harvesting.

Thomas Garner is a financial advisor at Kanawha Capital Management, LLC with 24 years of industry experience. He holds the CFP® and CFA® designations and has been with Kanawha since 2014. Kanawha Capital Management provides discretionary and non-discretionary investment management across equity, fixed-income, and balanced portfolios, along with financial-planning services focused on retirement rollovers. The firm serves individuals, trusts, charitable organizations, pension plans, and corporate clients, managing approximately $1.8 billion in assets.

George Reveley is a CFP® and holds a Series 66 license with 16 years of industry experience. He has worked at Alpha Omega Investment Advisors since 2018 and was previously with Davenport & Company LLC from 2011 to 2018. He is based in Richmond, VA, and is part of the nine-advisor team at Alpha Omega Wealth Management, LLC. Alpha Omega serves individuals, high-net-worth families, trusts, estates, business entities, and charitable organizations, offering portfolio management, financial planning, retirement plan consulting, and family office services. The firm’s investment approach emphasizes tailored asset allocation and fundamental analysis, incorporating derivatives and ESG considerations, alongside household finance administration and multi-generation education.

Allison Gregory is a financial advisor at Salomon and Ludwin with 15 years of industry experience. She holds a Series 66 designation and has previously worked at Truist Bank and Wells Fargo Bank. Salomon and Ludwin serves individuals, high-net-worth households, families, trusts, estates, foundations, small businesses, and employer-sponsored retirement plans, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a flexible, actively managed investment approach that incorporates low-cost, tax-efficient ETFs, mutual funds, individual securities, and a proprietary timing strategy called TriggerPoint™.

Leann Mitchell is a financial advisor with Alpha Omega Wealth Management, LLC in Richmond, VA, holding Series 63 and Series 65 licenses and 21 years of industry experience. She has been with Alpha Omega since 2009. Alpha Omega Wealth Management serves individuals, high-net-worth families, trusts, estates, business entities, and charitable organizations by providing portfolio management, financial planning, retirement plan consulting, and family office services. The firm’s investment approach focuses on tailored asset allocation and fundamental analysis, incorporating mutual funds, ETFs, equities, fixed income, and option strategies, alongside household finance administration and philanthropic planning.

Scott Davila is a financial advisor with The Capital Management Corporation in Glen Allen, VA. He holds Series 63 and Series 65 registrations and has four years of industry experience. Prior to joining The Capital Management Corporation in 2021, he worked at Zod Marketing & Communications, Inc. and Padilla. The Capital Management Corporation provides discretionary investment management for individuals, families, foundations, endowments, retirement plans, and corporations. The firm emphasizes fundamental research within a tailored investment approach and serves roughly 196 clients with approximately $825 million in assets under management.

Paul Melnick III is a CFP® and holds a Series 66 license with six years of industry experience. He is currently with Juno Financial Group LLC and previously worked at Fidelity Brokerage Services LLC and Kestra Advisory Services LLC. Paul is based in Richmond, VA. Juno Financial Group LLC offers financial planning and investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, trusts, estates, non-profits, and foundations. The firm manages approximately $542 million in discretionary assets through tailored asset allocation using model portfolios, separately managed accounts, and third-party managers.

Joseph Cheatham is a financial advisor at Vectors Asset Management with a Series 65 designation and one year of industry experience. He has worked at Vectors Asset Management since 2018 and has prior experience at Virginia Commonwealth University, SKY Building Supply, and Virginia Tech. Vectors Asset Management serves institutional and high-net-worth clients, including banks, insurance companies, and government accounts, offering discretionary and non-discretionary portfolio management along with valuation consulting and risk-management services. The firm combines top-down macro allocation with bottom-up quantitative analysis, using proprietary models and maintaining a high client and asset management load per advisor.

William Haskins Jr. is a financial advisor at Insight Advisors, LLC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Purshe Kaplan Sterling Investments and Wells Fargo Advisors Financial Network LLC. He also serves as co-trustee for his parents-in-law’s trust, managing trust assets and overseeing tax filings. Insight Advisors, LLC manages over $700 million for individuals, high-net-worth clients, pension and profit-sharing plans, and business entities through a team of 15 advisors across four offices. The firm offers portfolio management, financial planning, and pension consulting, employing a range of investment strategies tailored to client goals and includes regular portfolio reviews and rebalancing.

James Pickert is a CFP® and Series 66-registered financial advisor with 11 years of industry experience. He has worked at Kanawha Capital Management, LLC since 2023 and previously spent nine years at ACG Advisory Services Inc. Kanawha Capital Management provides discretionary and non-discretionary investment management across equity, fixed-income, and balanced portfolios, along with financial-planning services focused on retirement rollovers. The firm serves individuals, trusts and estates, charitable organizations, pension and profit-sharing plans, and corporate clients, managing approximately $1.8 billion in assets.

John Spiers is a CFA® charterholder with 17 years of industry experience. He has been with The Main Street Group since 2016, with a brief one-year tenure at EGA Capital, LLC. The Main Street Group provides fee-based investment advisory services, financial planning, retirement-plan consulting, and managed portfolios to individuals and high-net-worth clients. The firm employs a primarily long-term investment approach, utilizing diversified mutual funds, ETFs, and other securities, and features technology-driven solutions including Artificial Intelligence for data analysis under human supervision.

Russell Keller is a financial advisor with Cary Street Partners in Glen Allen, VA, holding Series 63 and Series 66 licenses and having 16 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC for seven years before joining Cary Street Partners in 2018. Outside of his advisory role, he is co-owner and managing member of BDK, LLC, which holds legacy family trust assets, and is involved in Alison Keller Designs, a design business. Cary Street Partners provides advisory and financial planning services to a diverse client base, including individuals, retirement plans, trusts, corporations, and institutional clients, offering a broad investment menu and proprietary strategies through its affiliated asset manager.