Ann Healy is a CFP® with 46 years of industry experience, currently serving at Beale Healy Investment Advisors Inc in Richmond, VA. She has worked with Beale Healy Investment Advisors since 1982 and is also associated with Beale Healy Financial Group, where she provides consultation on insurance and risk management. Beale Healy Investment Advisors serves individual and high-net-worth clients through discretionary and non-discretionary portfolio management focused on individually held securities, complemented by modular financial planning. The firm’s investment approach combines fundamental, technical, and quantitative analysis within a committee framework, employing various strategies from long-term holdings to short-term trading and option positions.

Scot Morris is a financial advisor with Z3 Capital Partners in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. Before joining Z3 Capital Partners in 2025, he worked at Halle Noel LLC and Raymond James Financial Services, as well as Wells Fargo Advisors. He is also involved as a business owner in a vintage furniture company operated by his wife. Z3 Capital Partners provides discretionary investment management and integrated financial planning to high-net-worth individuals, family offices, trusts, estates, private foundations, and business owners. The firm employs fundamental analysis and active portfolio management within a structured framework to align income, growth, and higher-growth allocations.

Jessica Buckley is a financial advisor at Norton Capital Management, Inc. in Henrico, VA, with 21 years of industry experience. She has been with Norton Capital Management since 2006 and previously worked at Merrill from 2004 to 2005. Buckley holds a Series 66 designation. Norton Capital Management provides fee-based asset management to individuals, including high-net-worth clients, trustees, pensions, and other institutional entities. The firm emphasizes fundamental analysis and long-term positioning, focusing on higher-quality, growth-oriented equities and investment-grade fixed income, supported by proprietary databases and third-party research.

Marshall Schutt is a financial advisor at Schutt Capital Management LLC in Richmond, VA, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has been with Schutt Capital Management since 2008. Schutt Capital Management provides discretionary investment management through a private investment fund, two pooled real estate LLCs, and separately managed accounts, serving individuals, trusts, partnerships, and corporations. The firm follows a value-investing approach focused on public equities, corporate and municipal debt, private-company securities, and direct real estate, with additional use of options and ETFs for hedging or income generation.

Deborah Tucker is a CFP® with 17 years of industry experience. She is currently with Claris Financial, LLC and previously worked at Triad Advisors and Wunderlich Securities, Inc. Deborah holds Series 63 and Series 65 licenses. Claris Financial, LLC provides fee-based portfolio management and advisory services to individuals, families, high net worth clients, small businesses, trusts, and foundations. The firm uses a flexible, client-specific investment approach that combines fundamental and technical analysis, tailoring asset mixes to clients’ goals and risk tolerance.

Michael Gilman is a financial advisor at Grip Financial, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Carlson Financial and SunTrust Bank. Outside of his advisory role, he serves as Treasurer for New Life Church Powhatan. Grip Financial LLC provides discretionary asset management and financial planning primarily for high net worth individuals. The firm offers tailored investment strategies using fundamental analysis and various approaches, alongside educational seminars and comprehensive financial planning services.

Meredith Jones is a financial advisor at Allvet Financial with a Series 65 designation and three years of industry experience. She previously worked at Student Loan Planner, SLP Wealth, and Vincere Wealth Management, among other roles. Outside of her advisory duties, she operates Dr. Meredith Jones, LLC, where she performs speaking engagements, consulting, and content creation. Allvet Financial is a fee-only registered investment adviser specializing in financial planning and investment management for veterinarians and students. The firm emphasizes passive portfolio construction and integrates planning areas such as cash flow, retirement, business, and student loan strategies.

Timothy Short is a Series 65-licensed financial advisor with five years of industry experience. He is currently with Welcome Home Wealth Advisors LLC and has prior experience with Foundations Investment Advisors LLC and Wealth Preservers, Inc. He is also active as an insurance agent, involved in the sale of various insurance products. Welcome Home Wealth Advisors LLC provides discretionary asset management and financial advisory services to individuals, business entities, and qualified retirement plans, often acting as a limited-scope ERISA 3(21) fiduciary. The firm employs a range of investment methods including fundamental and technical analysis and Modern Portfolio Theory, and integrates licensed insurance activities alongside investment advisory services.

Andrew Mohrmann is a financial advisor at Ascent Financial Group with a Series 65 designation and over 10 years of industry experience. Prior to joining Ascent Financial Group in 2026, he worked at Truist Bank for a decade. Ascent Financial Group provides comprehensive financial planning and portfolio management primarily for individual and high-net-worth clients. The firm employs a combination of fundamental, technical, cyclical, and economic analysis to manage client portfolios on a discretionary basis and offers continuous planner access alongside implementation over time.

Ryan Bram is a financial advisor at Horizon Capital Management, Inc. with two years of industry experience. He holds a Series 65 designation and has prior experience at Markel Group and KPMG. Outside of advisory work, Bram serves as a Senior Financial Analyst at Dominion Energy, focusing on treasury special projects and capital funding. Horizon Capital Management serves individual clients with discretionary portfolio management and limited financial planning support. The firm emphasizes long-term equity holdings selected through fundamental and technical analysis, tailoring account management to clients’ risk profiles and income needs.

William Pusey Jr. is a Series 65-licensed financial advisor with 12 years of industry experience. He is currently with CrossGrain Family Investments, LLC and has previously worked at Kimble Advisory LLC and Keel Point Capital, LLC. He serves as treasurer and secretary of Velpar Investments, Inc. and is a board member of the Paul H Pusey Foundation. CrossGrain Family Investments serves high-net-worth individuals and families through a small advisory team offering discretionary investment management, personalized financial planning, and co-investment advisory on private opportunities. The firm employs a blend of active and passive investment approaches tailored to client-specific goals and emphasizes concierge-style family wealth services.

Ralph Short Jr. is a financial advisor at Welcome Home Wealth Advisors LLC with 35 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several related firms, including Foundations Investment Advisors and Wealth Preservers, Inc., where he also owns and operates insurance and retirement planning businesses. Welcome Home Wealth Advisors LLC provides discretionary asset management and financial advisory services to individuals, business entities, and qualified retirement plans. The firm integrates insurance services with its investment offerings and uses a client-focused approach that incorporates fundamental and technical analysis as well as Modern Portfolio Theory.

John Bowen is a CFP® professional with 26 years of industry experience and has been a CPA since 1992. He is the owner of Bowen Financial Services, LLC, located in Midlothian, VA, where he serves as one of three advisors. Bowen also operates a separate CPA firm, providing tax compliance and consulting services. Bowen Financial Services, LLC offers fee-only financial planning and discretionary investment management for individuals, families, trusts, estates, and certain small businesses. The firm emphasizes strategic asset allocation with broad diversification, using low-cost, tax-efficient mutual funds and ETFs, and integrates tax and investment planning through its affiliation with a CPA practice.

Benjamin Wood is a financial advisor with BDC Capital Management, Inc., holding a Series 65 designation and 12 years of experience at the firm. He is based in Glen Allen, VA, and has spent his entire advisory career with BDC Capital Management. BDC Capital Management serves individuals, high-net-worth families, family-owned businesses, and charitable organizations with financial planning, discretionary portfolio management, and asset allocation services. The firm integrates investment management with tax and estate planning and provides business valuation and transition analysis for owner-run enterprises.

Ronald Stack is a financial advisor at Cobblestone Asset Management with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Independent Financial Group and National Planning Corporation. He has been associated with Cobblestone Asset Management since 2007 and operates Stack Financial Group for tax purposes. Cobblestone Asset Management provides discretionary portfolio management to individuals, corporations, and other advisors, emphasizing tailored investment strategies that include ETFs, equities, fixed income, and alternative assets. The firm employs multiple analytical methods and offers a platform used by third-party advisors alongside its own advisory services.

Janet Wills is a CFP® with 35 years of industry experience, currently serving at Wills Financial Group, LLC. She has been affiliated with the Wills Financial Group entities since 1989. Wills Financial Group, LLC provides discretionary portfolio management and advisory services to individuals, families, retirement plans, trusts, estates, and foundations. The firm employs fundamental security analysis and maintains balanced allocations across various asset classes, managing over $360 million in discretionary assets as of December 2024.

Richard Beale IV is a Chartered Financial Consultant (ChFC®) with 46 years of industry experience. He is a principal at Beale Healy Investment Advisors Inc., where he has worked since 1982, and also has a background in insurance sales through his role at Beale Healy Financial Group, Inc. Outside of his advisory work, he is involved in farming activities as a sole proprietor. Beale Healy Investment Advisors serves individual and high-net-worth clients through discretionary and non-discretionary portfolio management focused primarily on individual securities. The firm combines fundamental, technical, and quantitative analysis with a range of investment strategies, including the use of margin and borrowing, and manages approximately $103 million for a small client base.

Kelly Gannon is a CFP®-certified financial advisor with 10 years of industry experience, currently with James River Asset Management, LLC. Her prior experience includes roles at J.W. Cole Financial, Inc., Cetera Investment Services, and Foresters Financial Services. James River Asset Management serves individual, high-net-worth, and institutional clients, providing discretionary portfolio management, integrated financial planning, and pension consulting. The firm employs proprietary model portfolios overseen by an internal investment committee, using fundamental analysis and a long-term investment approach across various risk levels.

Marcelo Ampie Zelaya is a CFP® with four years of industry experience currently serving at Commonwealth Retirement Investments LLC. He has been with Commonwealth Retirement Advisors since 2021. Commonwealth Retirement Investments advises individuals and families, primarily those in or near retirement, providing personalized financial planning and discretionary portfolio management tailored to retirement goals. The firm manages approximately $377 million for around 337 households and employs strategies including dividend-growth equities, fixed income, tactical equity ETFs, annuities, and cash-management allocations.

James Donlin is a financial advisor with East West Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His career includes roles at Marriott Securities, Capitol Securities Management, and Oyster Consulting, where he provides audit, compliance, and management consulting to financial services firms. Donlin also serves as a director for Love Like That, Inc., a non-profit marriage ministry offering counseling services. East West Investment Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, small businesses, and charitable organizations. The firm offers a firm-sponsored wrap fee program and employs a discretionary portfolio management approach that incorporates fundamental and technical analysis along with economic, political, and geopolitical considerations.