Diane Sobin is a CFA® charterholder with seven years of industry experience, currently serving at Cary Street Partners Asset Management. Her prior roles include positions at Tradition Asset Management and Columbia Threadneedle. She is also co-founder and CFO of Live Solutions, LLC, a startup developing a dating application. Cary Street Partners Asset Management provides discretionary asset management and sub-advisory services to a broad client base, including individual, high-net-worth, and institutional clients. The firm employs a combination of quantitative and qualitative investment approaches and manages a proprietary actively managed ETF as well as wrap fee and model programs.

Jennifer Betz is a financial advisor with SIMA Wealth Partners, LLC in Richmond, VA, holding Series 63 and Series 66 credentials and 13 years of industry experience. She has worked with multiple affiliated SIMA entities since 2012. Outside of advising, she supports SIMA Financial Group by assisting with tax return preparation, projections, year-end planning, bookkeeping, and marketing. SIMA Wealth Partners serves individual investors—including high-net-worth clients—as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management, comprehensive financial planning, and access to private-market opportunities, employing a multi-affiliate structure that includes affiliated accounting and other services.

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.

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.

Mark Jones is a financial advisor at SIMA Wealth Partners, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked extensively across multiple affiliated entities within SIMA, including roles in wealth management, retirement solutions, payroll, and accounting. Jones is also the managing partner of Mark A. Jones & Associates, PC, a CPA firm. SIMA Wealth Partners serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management, comprehensive financial planning, and access to private-market investments, using a multi-affiliate structure that integrates several related financial and accounting services.

John Williams is a CFP® with four years of industry experience. He has worked at SBK Financial since 2018 and previously held roles at Mitchell Wiggins & Co. and Heritage Wealth Advisors. Williams is based in Richmond, VA, and is part of an eight-advisor team at WealthCrossing. WealthCrossing provides customized investment management to individuals, high-net-worth clients, and related entities, focusing on well-diversified asset allocations primarily invested in mutual funds and ETFs. The firm manages accounts on a discretionary basis and incorporates third-party research to monitor investments, also offering tax preparation and planning services through CPA representatives.

Mark Levin is a financial advisor at 3Chopt Investment Partners LLC with 18 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at several firms, including North Arrow Capital (Millennium Partners), Scopus Asset Management, and Seaport Global 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 shorter-term tactical adjustments and implements portfolios using a mix of securities, funds, third-party managers, and private placements.

Trevor Plesko is a financial advisor at Dorsey, Wright & Associates, LLC with one year of industry experience. He holds a Series 65 designation and has worked at Dorsey, Wright since 2023, with prior experience outside the industry including roles at Foods of All Nations and Ivy Road House. 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, utilizing Point & Figure charting and relative strength methods across multiple asset classes with rules-based products.

Zachary Benton is a CFP® and Series 65-registered financial advisor with Illumination Wealth Management, bringing two years of industry experience. He has held roles at several firms, including Focus Partners Wealth, The Colony Group, and E-Money Advisor. Benton serves on the Investment Committee for the James River Horse Foundation, an organization providing sanctuary and rehabilitation for retired racehorses and offering vocational training programs through a partnership with the Virginia Department of Corrections. Illumination Wealth Management is a fee-only registered investment adviser serving individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm’s team manages approximately $471 million, providing integrated financial life management and custom investment strategies that combine strategic and tactical asset allocation with an emphasis on long-term, values-linked planning.

Jonathan Bailey is a CFP® professional with seven years of experience in financial advising. He is currently with WealthCrossing and previously worked at Heritage Wealth Advisors. WealthCrossing provides customized investment management primarily for high-net-worth individuals and related trusts, estates, and retirement plans. The firm emphasizes strategic, diversified asset allocation with low turnover and disciplined rebalancing, and it engages an independent due diligence consultant to evaluate investment options, including private funds and specialized tax-credit investments.

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.

Anthony Garcia is a financial advisor at Dorsey, Wright & Associates, LLC with a Series 65 credential and one year of industry experience. His prior roles include positions at Nasdaq Dorsey Wright, Moss Adams, and the General Conference of SDA. 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 centers on technical analysis, utilizing Point & Figure charting and relative strength methods across multiple asset classes.

Jacob Massanopoli is a CFP® professional with five years at Marotta Wealth Management and a total of two years in the financial advisory industry. His prior experience includes roles at RVA Wealth Management and positions related to Virginia Tech. Marotta Wealth Management serves individual and institutional clients, including retirees, university professors, and charitable organizations, offering comprehensive wealth management and financial planning. The firm employs a modern portfolio theory approach with diversified, low-cost indexed investments and operates as a fee-only fiduciary team with a focus on client education and formal management of corporate retirement and employee benefit plan assets.

Peter Bowles is a financial advisor at Blue Edge Capital, LLC in Richmond, VA, holding Series 63 and Series 65 licenses with 15 years of industry experience. He has been with Blue Edge Capital since 2010. Blue Edge Capital provides discretionary, customized investment management primarily 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.

Michael Kaplan is a financial advisor at Dorsey, Wright & Associates, LLC with four years of industry experience. He holds Series 63 and Series 65 credentials and has been with Dorsey Wright, a Nasdaq company, since 2016. Prior to that, he worked briefly at Sterling National Bank and LPL Financial, LLC in 2016. 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.

Margaret Smith is a CFP® professional with 13 years of industry experience, currently serving at Canal Capital Management, LLC in Richmond, VA. She has held managing member roles at multiple Haxall-related entities since 2020. Canal Capital Management, LLC provides discretionary portfolio management, financial planning, tax preparation, and business and real estate consulting to individual, high-net-worth, pension, profit-sharing, and charitable clients. The firm offers tailored investment advice through a regularly meeting Investment Committee and manages private investment funds for qualified investors.

Thomas Underwood III is a CFP® professional with 14 years of industry experience, currently serving as an advisor at Bright Wealth Management, LLC. His career includes roles at Cary Street Partners, Truist Advisory Services, and BB&T. Outside of his advisory work, he operates as an independent insurance agent. Bright Wealth Management, LLC is a fee-only registered investment adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $265 million across 175 clients through a team of seven advisors, offering discretionary portfolio management with tailored asset-allocation models and ongoing portfolio supervision.

Connor Kamp is an advisor with Nasdaq Dorsey Wright, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has been with Nasdaq since 2016. Nasdaq Dorsey Wright provides discretionary investment management and technical research services to individual investors, institutional clients, and financial professionals. The firm’s rules-based approach centers on Point & Figure charting and relative strength methodologies, supporting a range of managed model portfolios and extensive index/licensing partnerships with product sponsors.

Ian Saunders is a financial advisor at Nasdaq Dorsey Wright with eight years of industry experience. He holds a Series 65 credential and has been with Dorsey Wright & Associates since 2018. Nasdaq Dorsey Wright serves individual investors, institutional clients, and financial professionals with a rules-based, technical investment approach centered on Point & Figure charting and relative strength methodologies. The firm provides discretionary investment management alongside research, subscription services, and licensing of models to multiple ETF and product sponsors.

Marc Verdi is a CFP®, PFS™, and Series 66 credentialed advisor with 15 years of industry experience. He has been with Godsey & Gibb Wealth Management since 2013. Godsey & Gibb Wealth Management serves individuals, high-net-worth clients, and a range of institutional clients including sovereign wealth funds. The firm offers portfolio management primarily in fixed income, equities, and ETFs, alongside financial planning and tax preparation, supported by an in-house CPA team and a structured client education program.