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.

William Davis Jr. is a financial advisor with Thompson Davis & Co., Inc. in Richmond, VA, holding Series 63, 65, and 66 licenses and bringing 35 years of industry experience. He has been with Thompson Davis & Co., Inc. since 2002 and is the managing partner of Seven Hills Capital Management, LLC, which manages the private fund Seven Hills Capital Partners LP. Thompson Davis Asset Management provides discretionary investment management and financial planning to individuals, corporations, trusts, estates, charitable organizations, and retirement plans. The firm employs an active, bottom-up, all-cap growth and tactical trading strategy based on a proprietary screening discipline called “The Great 8,” and offers services such as AI-backed stock and ETF model portfolios and both one-time and ongoing financial planning engagements.

Luke Neice is a Series 65-licensed advisor with Acima Private Wealth LLC in Richmond, VA. He has one year of industry experience, including prior roles at Wells Fargo and Coastal Virginia Wealth Group. Acima Private Wealth LLC advises individuals, high-net-worth families, trusts, family offices, endowments, and small businesses using a disciplined, customized investment approach. The firm manages approximately $420 million across about 59 clients and offers comprehensive portfolio management and family wealth services through its proprietary wrap fee program.

Cameron Malekuti is a financial advisor at Covenant Wealth Advisors in Richmond, VA, holding a Series 65 designation with one year of industry experience. Prior to joining Covenant Wealth Advisors, he worked at Halo Capital Management, Carson Wealth, and Cassaday & Co., and spent nine years in full-time education. Covenant Wealth Advisors is a fee-only firm serving individuals, families, trusts, estates, endowments, and family businesses. The firm uses a Modern Portfolio Theory-based investment approach with primarily passive mutual funds and ETFs, implements portfolios through a third-party platform with Buckingham, and offers both discretionary and non-discretionary services.

Walter Hurt is a CFP® professional with 21 years of industry experience. He has been with Covenant Wealth Advisors since 2020 and previously worked at Ameriprise Financial Services, Inc. from 2011 to 2020. Walter holds Series 65 and Series 66 licenses. Covenant Wealth Advisors provides fee-only financial planning and investment management to individuals, families, trusts, estates, endowments, and family businesses. The firm employs a Modern Portfolio Theory-based investment approach using primarily passively managed mutual funds and ETFs, and offers both discretionary and non-discretionary client arrangements.

James Gift Jr. is a CFP® with 15 years of industry experience, currently serving as an advisor at Juno Financial Group LLC since 2025. His prior roles include positions at Kestra Advisory Services, Kestra Investment Services, Raymond James Financial, M&T Securities, and Merrill. Juno Financial Group LLC is a team of six advisors managing approximately $542 million in discretionary assets. The firm provides financial planning and investment advisory services to a diverse client base, employing tailored asset allocation strategies that include model portfolios, separately managed accounts, and tax-sensitive techniques.

Kenneth Walker is a financial advisor with The Capital Management Corporation in Glen Allen, VA, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has been with the firm since 2002. The Capital Management Corporation offers discretionary investment management services to individuals, families, foundations, endowments, retirement plans, and corporations. The firm uses fundamental research to tailor portfolios to client objectives and risk guidelines, managing approximately $825 million in assets for around 196 clients.

Robert Hill Jr. is a CFA® charterholder and Series 65 licensed financial advisor with 16 years of industry experience. He has been with ACIMA Private Wealth LLC since 2019 and has also worked as a self-employed investment consultant since 2017, providing monthly commentary for clients including Vantage Consulting Group. His prior experience includes roles at VCU Investment Management Co. and Shenandoah Asset Management LLC. ACIMA Private Wealth LLC serves individuals, high-net-worth families, trusts, family offices, endowments, and small businesses with discretionary and non-discretionary portfolio management, written financial planning, and family wealth services. The firm uses a customized, tax- and fee-sensitive approach blending active and passive strategies and manages roughly $420 million across approximately 59 clients.

Carl Lind is a CFP® and holds a Series 65 license with 27 years of industry experience. He has worked at Alpha Omega Investment Advisors since 2016 and previously at Diveley Lind & Associates, LLC for 19 years. Lind is based in Richmond, VA. Alpha Omega Wealth Management serves individuals, high-net-worth families, trusts, estates, business entities, and charitable organizations with portfolio management, financial planning, retirement plan consulting, and family office services. The firm emphasizes tailored asset allocation and fundamental analysis, incorporating option strategies and private fund investments, and offers unique household finance administration and multi-generation education alongside traditional advisory services.

Adam Thalhimer is a CFA® charterholder with 24 years of industry experience. He has been with Thompson Davis & Co., Inc. in Richmond, VA, since 2016. Thompson Davis Asset Management provides discretionary investment management and financial planning to individuals, corporations, trusts, estates, charitable organizations, and retirement plans. The firm employs an active, bottom-up, all-cap growth and tactical trading strategy based on a proprietary screening discipline called “The Great 8,” and offers AI-backed stock and ETF model portfolios alongside personalized financial planning services.

Andrew Casteel is a CFP® and holds a Series 65 license with 12 years of industry experience. He has worked at Covenant Wealth Advisors since 2025 and previously spent six years at Acorn Financial Advisory Services, Inc. and four years at WS Wealth Management. Casteel is also the owner of Acel Advisors, LLC, a bookkeeping entity that is not held out to the public and generates no revenue. Covenant Wealth Advisors is a fee-only firm serving individuals, families, trusts, estates, endowments, and family businesses. The firm uses a Modern Portfolio Theory-based investment approach, primarily employing passively managed mutual funds and ETFs, and offers comprehensive wealth management or standalone planning tailored to client objectives and risk tolerance.

Dalal Salomon is a financial advisor with Salomon and Ludwin in Richmond, VA, holding Series 63 and Series 65 licenses and possessing 44 years of industry experience. Prior to joining Salomon and Ludwin in 2018, she worked at Wells Fargo Advisors Financial Network and Wells Fargo Clearing for a combined 19 years. She serves on the Michigan State University College of Business Wealth Management Committee in a volunteer capacity. Salomon and Ludwin advises individuals, high-net-worth households, families, trusts, estates, foundations, small businesses, and qualified retirement plans, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a flexible, actively managed investment approach that emphasizes low-cost, tax-efficient ETFs, mutual funds, and individual securities combined with fundamental and technical analysis and a proprietary timing strategy.

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.

Daniel Ludwin is a financial advisor at Salomon and Ludwin with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Salomon and Ludwin since 2018, following a nine-year tenure at Wells Fargo Advisors Financial Network. Outside of his advisory role, he serves as a co-trustee for several family and firm-related trusts. Salomon and Ludwin advises individuals, families, trusts, estates, foundations, small businesses, and qualified retirement plans, providing discretionary portfolio management, financial planning, and retirement consulting. The firm employs a flexible, actively managed approach focused on low-cost, tax-efficient ETFs, mutual funds, and individual securities, incorporating fundamental and technical analysis alongside a proprietary timing strategy.

Alishia Dubois is a CFP® professional with four years of industry experience, currently serving at Strathmore Capital Advisors. Her prior experience includes roles at Modera Wealth Management, Bernhardt Wealth Management, AMJ Financial Wealth Management, and Yeske Buie. Strathmore Capital Advisors serves individuals, trusts, endowments, and participant-directed retirement plans with discretionary portfolio management and goals-based financial planning. The firm emphasizes an asset-allocation-driven investment approach using mutual funds and ETFs, supplemented by technology for client service and distinctive offerings such as a synthetic lending strategy and integrated tax-preparation services.

Kevin Riley is a financial advisor with Godsey & Gibb Wealth Management in Richmond, VA, holding Series 63 and Series 65 licenses and 34 years of industry experience. His career includes 20 years at Charles Schwab and shorter tenures at USAA Financial Planning Services and Marshwinds Advisory Co before joining Godsey & Gibb in 2015. Godsey & Gibb Wealth Management serves individual and institutional clients, offering discretionary and non-discretionary portfolio management, comprehensive financial planning, and in-house tax planning by licensed CPAs. The firm employs both fundamental and technical analysis across multiple asset classes and provides educational content through newsletters, webinars, and speaking engagements.

Parker Duda is a financial advisor at Carlson Financial with a Series 65 designation and one year of industry experience. Prior to joining Carlson Financial, he worked in education for nine years at various institutions, including James Madison University and multiple middle and high schools. Carlson Financial is a retirement planning and wealth management firm serving individuals, trusts, small businesses, family offices, and institutional clients, managing approximately $632 million in discretionary assets. The firm’s investment approach is centered on a cash-flow–based financial planning process, with portfolios constructed from equities and exchange-traded funds to balance growth and income.

Brett Corsello is a CFA® charterholder and holds the Series 66 designation with four years of industry experience. He has worked at Juno Financial Group LLC since 2025 and previously held roles at Kestra Advisory, Kestra Investment Services, EJF Capital, and Fannie Mae. Corsello serves on the board of the Commonwealth Community Trust, where he participates in the finance committee overseeing the budget and investment manager. Juno Financial Group LLC is a team of five advisors managing approximately $542 million in discretionary assets. The firm provides financial planning and investment advisory services to a diverse client base, using tailored asset allocation strategies that include individual equities, fixed income, mutual funds, ETFs, direct indexing, and tax-loss harvesting.

Robert Taylor is a financial advisor at Acima Private Wealth LLC in Richmond, VA, holding a Series 65 designation with seven years of industry experience. He has been with Acima Private Wealth since 2017 and previously worked at CSC Leasing Company from 2015 to 2017. Acima Private Wealth LLC advises individuals, high-net-worth families, trusts, family offices, endowments, and small businesses, offering discretionary and non-discretionary portfolio management alongside family wealth services. The firm uses a disciplined, customized, tax- and fee-sensitive approach that combines active and passive strategies and manages approximately $420 million across about 59 client relationships.

Tanya Bird is a CFA® charterholder and holds a Series 65 license with 10 years of experience in the financial industry. She has been with Acima Private Wealth LLC since 2016, working as part of a six-advisor team in Richmond, VA. Acima Private Wealth LLC serves individuals, high-net-worth families, trusts, family offices, endowments, and small businesses by providing discretionary and non-discretionary portfolio management, financial planning, and family wealth services. The firm employs a customized, tax- and fee-sensitive approach that combines active and passive strategies, and it manages approximately $420 million in assets across a concentrated client base.