Trevor Batt is a financial advisor at Ritholtz Wealth Management with eight years of industry experience. He holds the CFP® designation and Series 65 license. Prior to joining Ritholtz in 2025, Trevor worked at Cardinal Financial Planning, Indigenous Technologies, and several other firms across finance and technology sectors. Ritholtz Wealth Management serves both individual and institutional clients, offering comprehensive portfolio management and financial planning through advisor-led services and digital platforms. The firm employs a goal-based investment process emphasizing asset allocation and behavioral finance, managing approximately $9.4 billion in client assets.

William White is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. His career includes long tenures at H. Beck, Inc. and Duval White Investment Services, along with roles at several affiliated firms since 2007. Outside of advisory work, he is involved in insurance sales, including life, disability, and annuity products. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and retirement-plan consulting. The firm combines traditional investment advisory services with actuarial analysis and insurance consulting, catering mainly to non-high-net-worth individuals.

Kelley Tyger is a financial advisor at Cary Street Partners with six years of industry experience. She holds a Series 66 designation and previously worked at Davenport & Company LLC, Truist Advisory Services, and BB&T Securities. Outside of finance, she is a martial arts fitness instructor with No Limits Martial Arts and Fitness, LLC. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to a broad client base that includes individuals, retirement plans, trusts, corporations, and institutional clients. The firm offers a wide range of investment options and proprietary strategies through its affiliated asset manager, serving specialized institutional niches such as state and municipal governments and insurance companies.

Edward Wirwille is a financial advisor with Wealthcare Capital Management LLC in Richmond, VA, holding Series 63 and Series 65 licenses and totaling 19 years of industry experience. He has been with Wealthcare Capital Management since 2008. In addition to his advisory role, Mr. Wirwille serves as an expert witness in divorce proceedings and works as a fiduciary auditor for qualified retirement plans. Wealthcare Capital Management LLC is a multi-team SEC-registered investment adviser managing approximately $3.93 billion for over 5,600 clients. The firm offers comprehensive financial planning, discretionary portfolio management, and retirement plan advisory services, employing a long-term, evidence-based investment approach that integrates behavioral economics and uses model portfolios primarily composed of ETFs and indexed mutual funds.

Patrick Mullins is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2014. He has been with Fidelity Investments since 2006, progressing through roles including Financial Consultant, Investment Consultant, and Financial Representative. Prior to joining Fidelity, he worked as a Business Development Manager at Strategic Financial Planners from 2004 to 2006. In his current role, Patrick assists clients and their families in growing and protecting their wealth, making sound investment decisions, and simplifying their financial lives.

Rachel Owen is a financial advisor at Cary Street Partners in Richmond, VA, with one year of industry experience and a Series 66 designation. She has worked at Cary Street Partners since 2018 and previously held roles at The Confident Rabbit and Bistro Bethem. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to a diverse client base including individuals, retirement plans, trusts, corporations, and institutional clients. The firm offers a broad investment menu and proprietary strategies through its affiliated asset manager, with a focus on serving institutional niches such as state and municipal government entities and insurance company clients.

Ashleigh Lemaster is a Series 65-licensed financial advisor with eight years of industry experience. She is currently with Wealthcare Capital Management LLC, where she has worked since 2026. Her prior experience includes roles at Millennium Advisory Services, Inc. and Godsey & Gibb Wealth Management. Wealthcare Capital Management LLC is a multi-team SEC-registered investment adviser managing approximately $3.93 billion for over 5,600 clients. The firm offers comprehensive financial planning and discretionary portfolio management primarily for individual and high-net-worth clients, employing a long-term, evidence-based investment approach that incorporates behavioral economics and model portfolios constructed mainly with ETFs and indexed mutual funds.

Hugh Brown is a financial advisor at Cary Street Partners with a Series 65 designation and one year of industry experience. Prior to joining Cary Street Partners, he worked at Gentry Locke Rakes & Moore, LLP and Mayer Brown LLP, primarily in legal roles. Cary Street Partners offers investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients. The firm employs a diverse investment menu and proprietary strategies, serving a range of clients including state and municipal government entities and insurance companies.

Nicholas Bertozzi is a financial advisor at Choreo, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cherry Bekaert Wealth Management and SBK Financial, Inc. since 2013. Choreo provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, foundations, retirement plans, charitable organizations, and corporate clients. The firm’s investment approach emphasizes strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

George Crawford is a financial advisor at Sequent Planning, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Mass Mutual Investors Services, MassMutual Life Insurance Company, Allstate Benefits, Reliance Standard, and Guardian Life Benefits. In addition to his advisory role, he is the owner and principal of Person Centered Financial, LLC, an insurance agency based in Midlothian, Virginia. Sequent Planning, LLC, operating as Futurity First Wealth Management, serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits by offering asset management, financial planning, and retirement-plan services. The firm utilizes a structured risk framework and diversified investment strategies, supported by a network of independent adviser representatives and various technology platforms.

Cassie Mitchell is an associate at Cary Street Partners in Richmond, VA, holding a Series 66 designation with one year of industry experience. Prior to joining the firm, she has worked in various roles across the hospitality and service sectors. Outside of her advisory role, she is employed part-time as a waitress at La Petite Auberge. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to a diverse client base that includes individuals, retirement plans, trusts, corporations, and institutional clients. The firm offers a broad investment menu and proprietary strategies through its affiliated asset manager, serving both common and specialized institutional niches such as state and municipal entities.

Victoria Bryant is a financial advisor at RiverFront Investment Group, LLC with seven years of industry experience. She holds a Series 66 designation and has worked at RiverFront and ALPS Distributors, Inc. She is also the Director of Business Development for RiverShares, a role she has held since 2019. RiverFront Investment Group provides investment management services to individual investors, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a Price Matters® valuation framework combined with tactical asset allocation and risk management, delivering portfolios through wrap-fee programs and custom solutions.

Ryan Gibbs is a financial advisor at Savvy with 20 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Claris Financial, Triad Advisors, and New York Life. In addition to his advisory role, he is involved in insurance and annuity sales with multiple carriers. Savvy provides investment and financial planning services to individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized, primarily index-based long-term investment strategies alongside active equity portfolios and integrates third-party fintech tools and specialized sub-adviser strategies.

Anthony De Trane is a financial advisor at Cary Street Partners in Richmond, VA, holding Series 63 and Series 65 licenses with one year of industry experience. His prior roles include positions at Apella Wealth, PBMares Wealth Management, Atlantic Union Bank, and Christopher Newport University. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to a broad client base, including individuals, retirement plans, trusts, corporations, and institutional clients. The firm offers a diversified investment approach using equities, fixed income, ETFs, mutual funds, structured products, and private investments, with specialized services for state and municipal government entities and insurance company clients.

Karrie Southall is a financial advisor at RiverFront Investment Group, LLC with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at RiverFront since 2016, with prior experience at Alps Distributors, Inc. and Wells Fargo Clearing. Outside of her advisory role, she serves on the board of directors for Connor's Heroes, a nonprofit organization. RiverFront Investment Group provides investment management services to individual investors, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a Price Matters® valuation framework combined with tactical asset allocation and risk management, delivering portfolios through wrap-fee programs and Custom Portfolio Solutions.

Shannon Morton is a CFP® professional with one year of experience, currently serving as a financial advisor at Cary Street Partners. Prior to joining Cary Street Partners, Shannon worked at CornerStone Partners for three years and has held roles in various organizations, including Institut Barcelona Estudis Internacionals and Bernard Robinson & Company. Outside of finance, Shannon is a group fitness instructor with the Brooks Family YMCA. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients. The firm manages portfolios using a diverse range of investments and offers specialized services to state and municipal government entities and insurance company clients.

Thomas Tullidge Jr. is a financial advisor at Cary Street Partners with 27 years of industry experience. He holds Series 63 and Series 65 designations and has been with Cary Street Partners since 2009. Tullidge serves as a director and minority shareholder in several family-owned and corporate entities, including roles on the boards of Universal Corporation and Carpenter Company. He is also involved with nonprofit organizations such as Goodwill Industries of Central Virginia and Westminster Canterbury Corporation. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients. The firm offers a broad investment menu and proprietary strategies, serving a diverse client base that includes state and municipal government entities and insurance companies.

William Cox is a financial advisor with Wealthcare Capital Management LLC in Richmond, VA. He holds the CFP® and ChFC® designations and has 14 years of industry experience. Prior to joining Wealthcare Capital Management in 2021, he worked at Elite Investment Team, LLC and has been self-employed since 2010. Outside of advising, he is an insurance agent with Roberts-Funai Insurance Agency. Wealthcare Capital Management LLC is an SEC-registered multi-team advisor managing approximately $3.03 billion for individual and high-net-worth clients, trusts, retirement plans, and foundations. The firm offers portfolio management, financial planning, and access to alternative and precious-metal investments, employing an evidence-based investment framework overseen by an Investment Policy Committee.

Daniel Murphy is a financial advisor at Savvy with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Claris Financial, LLC, LPL Financial, and Triad Advisors, Inc. He is also the owner of DFM Financial, an entity used to manage revenue and expenses related to his advisory activities. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized, primarily index-based investment strategies alongside active equity portfolios and tax-aware direct indexing, utilizing third-party sub-advisers and technology platforms to support portfolio management and tax optimization.

Tyler Napier is a CFP® with 13 years of industry experience, currently serving at Cary Street Partners since 2026. He previously worked at Stony Point Wealth Management LLC from 2015 to 2026 and Ameriprise from 2012 to 2015. Cary Street Partners offers discretionary and non-discretionary investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, trusts, corporations, and institutional clients. The firm uses a broad investment menu and proprietary strategies, serving unique institutional niches such as state and municipal government entities and insurance company clients.