James Abbe IV is a CFP® credentialed advisor with four years of industry experience, currently serving at Dover Advisors, LLC. Prior to joining Dover Advisors in 2022, he spent 23 years at Tredegar Trust Company, Middleburg Trust Company, and Atlantic Union. Dover Advisors serves individuals, high net worth clients, families, trusts, estates, and businesses with wealth management, investment management, and financial planning. The firm employs a generally long-term and discretionary investment approach, utilizing a range of vehicles including ETFs, individual stocks and bonds, mutual funds, and alternative investments, complemented by regular account monitoring and periodic rebalancing.

John Clair is a CFP® and holds a Series 65 license with 18 years of experience in the financial industry. He has been with Evolution Advisers since 2016. EvoAdvisors serves individuals, business owners, trusts, employer retirement plans, and charitable organizations, providing ongoing financial planning and portfolio management along with a Qualified Retirement Plan Program. The firm uses a fee-only, fiduciary approach with evidence-based investment strategies, emphasizing strategic asset allocation, diversification, and use of no-load mutual funds and ETFs.

Claire Craighill is a Certified Financial Planner® with 20 years of experience in the industry. She is currently with WealthCrossing, a team-based firm in Richmond, VA, and has been with SBK Financial, Inc. since 2007. WealthCrossing provides customized investment management primarily for high-net-worth individuals and related trusts, estates, and retirement plans, utilizing a strategic, diversified asset allocation approach with an emphasis on low turnover and disciplined rebalancing. The firm also incorporates independent due diligence and may recommend private investment funds and specialized tax-credit investments for accredited investors.

Sloan Chittenden is a CFP® with four years of industry experience, currently serving as a financial advisor at Verus Financial Partners since 2021. Prior to joining Verus, Sloan worked with the YMCA of Greater Richmond and Virginia Commonwealth University. Verus Financial Partners provides discretionary investment management, financial planning, and tax planning and preparation services primarily to individuals and families, including high-net-worth clients. The firm uses fundamental analysis and a mix of long- and short-term strategies to allocate assets mainly among mutual funds and ETFs, and offers integrated tax-efficient rebalancing and trustee services in certain cases.

Mary Gordon Seay is a financial advisor with Campbell Deegan Financial in Richmond, VA. She holds Series 65 and Series 66 designations and has 11 years of industry experience. Her prior work includes four years at Merrill before joining Campbell Deegan Financial and Purshe Kaplan Sterling Investments, where she has worked for nine years. 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 766 client relationships, employing an investment approach focused on fundamental analysis and diversified portfolios tailored to client-specific allocation strategies.

Jarrod Feinstein is a financial advisor at Canal Capital Management, LLC with 16 years of industry experience. He holds Series 63 and Series 65 designations and has held roles at Buckingham Research Group and Haxall Point III GP, LLC, where he serves as managing member. Feinstein is based in Richmond, VA and is part of a six-advisor team at Canal Capital Management. Canal Capital Management provides discretionary portfolio management, financial planning, tax preparation, and consulting services to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm’s investment approach includes tailored advice through an Investment Committee, use of model portfolios, and options for accredited investors to access private and complex investment strategies.

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.

Andrew Blain is a financial advisor at Campbell Deegan Financial in Richmond, VA, holding a Series 66 designation with eight years of industry experience. He has worked at Campbell Deegan Financial since 2021 and previously at Bank of America and Merrill Lynch. Campbell Deegan provides 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, employing a diverse investment approach that includes fundamental analysis and client-specific allocations across various asset classes.

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.

Alex Hendrickson is a financial advisor with Colonial River Wealth Management LLC, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has worked at Colonial River Investment and LPL Financial since 2018 and previously at Ameriprise Financial Services. Hendrickson is involved in real estate rental activities in addition to his advisory role. Colonial River Wealth Management provides wealth management, investment management, and financial planning services to individuals, high-net-worth clients, families, trusts, estates, and charitable organizations. The firm manages approximately $464 million on a discretionary basis and uses a combination of proprietary quantitative tools and third-party platforms to implement portfolios comprising individual stocks, bonds, mutual funds, ETFs, and select alternative investments.

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.

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.

Brian Wotring is a financial advisor with Colonial River Wealth Management LLC, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Edward Jones and the Supreme Court of Virginia. Outside of finance, he operates Brian Wotring Photography, a personal photography business. Colonial River Wealth Management provides investment advisory and wealth management services to individuals, families, trusts, estates, and businesses. The firm offers customized portfolios using a mix of individual securities, mutual funds, ETFs, and alternative partnerships, employing algorithm-driven and target-volatility strategies with a generally long-term investment approach.

Alan Dawkins is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Colonial River Wealth Management LLC in Midlothian, VA. He has worked at Colonial River Investments, LPL Financial LLC, and Lincoln Financial Securities Corporation. Colonial River Wealth Management provides investment advisory and wealth management services to individuals, families, trusts, estates, and businesses, utilizing proprietary quantitative software to implement tactical and strategic allocation strategies with a long-term orientation. The firm offers customized portfolios and comprehensive planning support, including discretionary and non-discretionary management and coordination with tax, legal, and insurance specialists.

Merrick Burleson is a financial advisor with Colonial River Wealth Management LLC in Palmyra, VA, holding Series 63 and Series 65 credentials and bringing 48 years of industry experience. His prior roles include positions at Reliastar, Voya Financial Advisors, and LPL Financial. He also operates Burleson Financial Strategies Inc., an investment-related business. Colonial River Wealth Management provides investment advisory and wealth management services to individuals, families, trusts, estates, and businesses. The firm offers customized portfolios using stocks, bonds, mutual funds, ETFs, and alternative partnerships, employing algorithm-driven and target-volatility strategies with a long-term orientation.

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.”

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.