Karilyn Meeker is a financial advisor at Cary Street Partners with four years of industry experience. She holds a Series 66 designation and has previously worked at Virginia Asset Management, MML Investors Services LLC, and Cetera. Outside of her advisory role, she volunteers as the social director for a youth football program, organizing social events and ceremonies. Cary Street Partners provides investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients. The firm uses a broad range of investment options and proprietary strategies, serving a diverse client base that includes state and municipal government entities and insurance companies.

Joseph Godsey Jr. is a Series 65-licensed advisor with 26 years of industry experience. He has worked at Pinnacle Associates, Ltd. since 2023, following 17 years at Investment Management of Virginia, LLC, and six years at Kanawha Capital Management, LLC. Pinnacle Associates, Ltd. provides discretionary investment management and financial planning services to individuals, families, trusts, corporations, endowments, foundations, and retirement plans. The firm focuses on fundamental, bottom-up equity analysis with a valuation-sensitive, long-term approach and offers strategies through direct portfolios, model portfolios, and managed account platforms.

James Campbell is a CFA® charterholder with 17 years of industry experience, currently serving as an advisor at The London Company of Virginia since 2010. He is based in Richmond, VA, and has been with the firm for 16 years. The London Company of Virginia is an independently owned, SEC-registered investment adviser managing approximately $16 billion in discretionary assets. The firm provides equity portfolio management to individuals, high net worth clients, pension plans, foundations, and institutional investors through various strategies focused on downside protection and risk-controlled equity selection.

David Ellington is a financial advisor with Stonex Advisors Inc. in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His prior roles include positions at Intl Advisory Consultants Inc., Anderson & Strudwick, Incorporated, Merrill, and Advest, Inc. He is also a member of BCES, LLC, where he manages office rental and expense payments. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing discretionary and non-discretionary portfolio management, financial planning, and related consulting services through a combination of independent advisors and an in-house private client group. The firm employs multiple account structures, model-based solutions, and various platforms to implement investment strategies and supports a large network of advisor DBAs and sub-advisory arrangements.

James Crooks Jr. is a Series 65-licensed advisor with Sequent Planning, LLC in Richmond, VA, with one year of experience at the firm and over a decade of prior experience at SurePoint Financial, LLC. He also serves as Vice President of Bridgeway Logistics, LLC, a last-mile delivery business, where he manages HR and fleet operations. Additionally, he spends part of his time as an insurance agent offering insurance products to clients. Sequent Planning, LLC (doing business as Futurity First Wealth Management) is an SEC-registered investment adviser that serves individuals, retirement plan sponsors, small and medium-sized businesses, endowments, and nonprofit organizations. The firm provides asset management, financial planning, and retirement plan services through a network of investment adviser representatives using a structured risk framework and diversified manager exposures.

Roy Alexander is a financial advisor with Capitol Securities Management, Inc. in Springfield, VA, holding the PFS™ designation along with Series 63 and Series 65 licenses. He has 24 years of experience with Capitol Securities and has operated his own CPA practice since 1981, providing accounting and tax preparation services. In addition, he serves as treasurer of the West Springfield Professional Condo Association, managing financial statements and budgets. Capitol Securities Management serves individual, corporate, and charitable clients with brokerage and advisory services, comprehensive financial planning, and pension consulting. The firm offers access to a range of investment programs and utilizes a network of advisers to develop client-specific investment policies.

Colin Kelly is a CFA® charterholder with six years of industry experience, currently serving as an advisor at The London Company of Virginia since 2026. He previously worked at Curi RMB Capital LLC, Curi Capital, and KDI Capital Partners, LLC. Outside of his advisory role, Kelly volunteers as an Investment Committee Member for the YMCA of the Triangle Area. The London Company of Virginia manages approximately $14.9 billion in discretionary assets for individual and institutional clients. The firm employs a conservative, long-term, bottom-up equity approach emphasizing cash return on tangible capital and downside protection, using a proprietary balance-sheet optimization model alongside quantitative and fundamental analysis.

Andrew Cooke is a financial advisor at Signal Advisors Wealth, LLC with one year of industry experience. He holds a Series 65 credential and has previously worked at Purpose Driven Wealth Advisors LLC, Gradient Advisors, LLC, and several other firms. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and their retail clients. The firm employs a primarily top-down, tactical asset allocation process with sector rotation and a relative growth/value framework, while supporting a high client load per advisor through its platform.

Charles Perkins is a CFA® charterholder based in Richmond, VA, with six years of industry experience. He has been with The London Company of Virginia since 2019, with prior roles at PlusTick Partners and the University of Virginia Darden School of Business. The London Company of Virginia provides discretionary portfolio management to individual and institutional clients through a variety of investment vehicles, managing approximately $14.9 billion in assets. The firm employs a conservative, long-term, bottom-up equity approach that combines quantitative screening with fundamental analysis and emphasizes downside protection.

Daniel Bird III is a financial advisor at StoneX Advisors Inc. in Richmond, VA, holding Series 63 and Series 65 licenses with 30 years of industry experience. He has worked at StoneX Advisors and StoneX Securities since 2017 and previously spent one year with Wells Fargo Clearing. Outside of his advisory role, he serves as a power of attorney for his father. StoneX Advisors Inc. provides portfolio management, financial planning, ERISA plan consulting, and related services to individuals, corporations, retirement plans, and charitable organizations. The firm uses both advisor-managed and model-based investment solutions and supports a range of account structures through platforms such as Envestnet and Advyzon.

Robert Wainscott is a financial advisor with The London Company of Virginia, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has been with The London Company of Virginia since 2014. Outside of his advisory role, he is a member of Posey LLC, a non-investment-related business. The London Company of Virginia is an independently owned, SEC-registered investment adviser managing approximately $16 billion in discretionary assets for individuals, high net worth clients, pension plans, foundations, charitable organizations, and other institutions. The firm employs a conservative, bottom-up equity process focused on downside protection, offering multiple concentrated and international equity strategies with risk controls and extensive intermediary distribution.

Dennis Perkins Jr. is a Series 66-credentialed advisor with 22 years of industry experience. He has been with Prospera Financial Services, Inc. since 2009 and previously worked at MICG Investment Management, LLC from 2004 to 2009. Outside of his advisory role, he is co-owner of an insurance agency, PricePerkins LLC, and serves on the stewardship committee as well as acting as a trustee, power of attorney, and executor for Gwathmey Baptist Church. Prospera Financial Services, Inc. is a multi-team firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to various advisory programs through multiple platforms.

Jeffrey Burgess is a financial advisor at Compass Financial Management LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise for 17 years and Burgess Wealth Advisory for 10 years, where he served as president and owner. Compass Financial Management serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing discretionary investment management, retirement-plan consulting, and participant education. The firm employs a range of investment strategies including fundamental, technical, and cyclical analysis and offers both internally managed model portfolios and third-party manager solutions.

Adam Price is a financial advisor at Prospera Financial Services, Inc. He holds a Series 66 designation and has one year of industry experience. His prior work includes various roles at Liberty University and Nasdaq Dorsey Wright. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning and portfolio management through multiple advisory programs and platforms.

Elizabeth Sening is a Series 65 licensed advisor with Triad Wealth Partners, LLC, based in Glen Allen, VA. She has seven years of experience at Prosperity Growth Strategies and four years prior experience at Hometaker. Triad Wealth Partners serves individual and institutional clients through a network of independent Investment Adviser Representatives and a Turnkey Asset Management Platform, providing discretionary portfolio management, access to third-party managers, model portfolios, and financial planning. The firm combines a multi-team structure with an investment committee overseeing strategic asset allocation and manager due diligence.

Andrew Wetzel is a financial advisor at The London Company of Virginia with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with the firm since 2012. The London Company of Virginia is an independently owned, SEC-registered investment adviser managing approximately $16 billion in discretionary assets. The firm serves individuals, high net worth clients, pension plans, foundations, and other institutional investors using a conservative, bottom-up equity process focused on downside protection and risk-controlled strategies.

Roland Dortch is a financial advisor with HBW Advisory Services LLC in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His career includes roles at Silver Oak Securities, Inc., Cetera Wealth Services, LLC, and extensive work with HBW-affiliated entities since 2002. He also operates the Roland H. Dortch Company, an independent financial professional practice. HBW Advisory Services manages approximately $1.75 billion in client assets and offers asset management, financial planning, and consulting to individuals, families, charitable organizations, businesses, and retirement plans. The firm uses a blended investment approach with third-party money managers and emphasizes a high client load per advisor along with institutional and intermediary services.

Christopher Harper is a CFA® charterholder with six years of experience at The London Company of Virginia. He has worked exclusively at the firm since 2014. The London Company of Virginia manages approximately $14.9 billion in discretionary assets for individual and institutional clients using a conservative, long-term, bottom-up equity approach that incorporates quantitative screening and fundamental analysis. The firm delivers portfolio management through separately managed accounts, sub-advisory roles, and collective investment vehicles.

Michael Lanotte is a financial advisor at The London Company of Virginia with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with the firm since 2014. The London Company of Virginia is an independently owned, SEC-registered investment adviser managing approximately $16.0 billion in discretionary assets for individuals, high net worth clients, pension plans, foundations, charitable organizations, and other institutional investors. The firm employs a conservative, bottom-up equity process focused on downside protection and offers multiple concentrated and international equity strategies with explicit risk controls.

John Bocock is a Series 65-licensed financial advisor at Pinnacle Associates, Ltd. with 26 years of industry experience. He worked at Investment Management of Virginia for 23 years before joining Pinnacle Associates in 2023. Pinnacle Associates provides discretionary investment management and financial planning services to individuals, families, trusts, corporations, and various institutions. The firm emphasizes fundamental, bottom-up analysis with a long-term, valuation-sensitive approach, primarily focusing on individual equities while also offering a range of equity strategies and model portfolios.