Lawrence Grimes is a CFP® professional with 34 years of experience in the financial services industry. He is currently Executive Vice President at The Main Street Group and has held roles at Kestra Investment Services, LLC and LPL Financial LLC. Grimes also serves as treasurer for the Chester Civitan Club and is a board member of Camp Baker, a charitable organization in Chesterfield County, VA. The Main Street Group is an eight-advisor team providing investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm offers customized, diversified portfolios with a long-term orientation, utilizing low-cost mutual funds, ETFs, and other investment vehicles, alongside financial planning, retirement consulting, and automated investment options.

Lisa Roccaforte is a CFP® with 32 years of experience in the financial services industry. She is currently with The Main Street Group, a firm she has been associated with since 2015, and also works with KESTRA Investment Services, LLC. Roccaforte holds several insurance producer roles and is involved in selling life insurance and fixed annuities. The Main Street Group advises individuals and high-net-worth clients through fee-based investment advisory services, financial planning, and managed portfolios tailored to client goals and risk tolerance. The firm employs a primarily long-term investment approach using diversified mutual funds, ETFs, individual securities, and alternative allocations, supported by technology platforms including Schwab Institutional Intelligent Portfolios™.

Michael Gibb is a financial advisor with Godsey & Gibb Wealth Management in Richmond, VA, holding a Series 65 credential and 14 years of industry experience. He has been with Godsey & Gibb since 2013 in various roles within the firm. Godsey & Gibb Wealth Management provides discretionary and non-discretionary portfolio management, financial planning, tax preparation, and financial education to individuals, high-net-worth clients, and a variety of institutional clients including sovereign wealth funds. The firm employs fundamental and technical analysis across fixed income, equities, and ETFs, and features an in-house CPA team offering integrated tax services.

Margaret Fretz is a financial advisor at Blue Edge Capital, LLC in Richmond, VA, with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Blue Edge Capital since 2010. Blue Edge Capital provides discretionary, customized investment management 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.

Jacob Fram is a CFP® with three years of industry experience, currently serving as a financial advisor at Verus Financial Partners. His prior roles include positions at TCV Trust & Wealth Management, Keiter CPA, and PriceWaterhouseCoopers. Verus Financial Partners provides discretionary investment management and financial planning services to individuals and families, including high-net-worth clients. The firm primarily invests in mutual funds and ETFs using fundamental analysis and employs tax-efficient strategies, while offering additional services such as tax preparation and trust administration.

John Gavin III is a financial advisor at PCM Encore, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fisher Investments, NYLIFE Distributors, and Nuveen Investments. Outside of his advisory role, he is involved in DHDA, LLC, which holds residential properties for rental income. PCM Encore provides investment management, financial planning, family-office, and consulting services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm manages over $2.0 billion in client assets using a strategy based on Modern Portfolio Theory and strategic asset allocation, combining diversified, tax-aware portfolios with both passive and active investment options.

Matthew Cullen is a CFA® charterholder and Series 63 licensee with one year of experience in the financial industry. He has worked at American Capital Advisory, LLC since 2021 and previously spent 14 years at Thompson, Siegel & Walmsley. American Capital Advisory, LLC manages approximately $255 million for around 348 clients, including individuals, high-net-worth clients, corporations, and charitable organizations. The firm employs a global asset allocation strategy using low-cost ETFs and mutual funds, supplemented by tax-sensitive direct indexing and a broader trading toolkit tailored to client objectives.

Maya Lindsey is a Series 65-licensed advisor at Godsey & Gibb Wealth Management with one year of industry experience. Prior to joining the firm, she worked for several years at Salisbury Country Club. Godsey & Gibb Wealth Management serves individual and institutional clients, offering discretionary and non-discretionary portfolio management along with comprehensive financial planning. The firm utilizes fundamental and technical analysis across various asset classes and provides in-house tax planning and educational content.

Steven Raymond is a financial advisor at Dorsey, Wright & Associates, LLC with 21 years of industry experience. He has been with the firm since 1996. He holds the Series 63 and Series 65 designations. Dorsey, Wright & Associates provides discretionary investment management to individual investors and offers research, model licensing, and advisory services to institutional and professional clients. The firm’s investment approach is based on technical analysis, using Point & Figure charting and relative strength methods across various asset classes.

Brian Welch is a CFP®-designated financial advisor with 18 years of industry experience. He has been with Verus Financial Partners since 2014, working through the firm's various iterations to the present. Verus Financial Partners serves primarily individuals and families, including high-net-worth clients, providing discretionary investment management along with optional financial and tax planning services. The firm employs fundamental analysis with a mix of long- and short-term strategies, allocates assets mainly across mutual funds and ETFs, and incorporates unique practices such as the use of Dimensional Fund Advisors funds and independent proxy-voting services.

Benjamin Beverly is a financial advisor with Capital Cities Investments in Richmond, VA, holding Series 63 and Series 65 licenses and possessing 17 years of industry experience. He has worked at Capital Cities Investments since 2011 and is also affiliated with Silver Oak Securities, Inc. Outside of his advisory role, he serves as a volunteer board member for a homeowners association and works as a life and long-term care insurance agent. Capital Cities Investments serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and employee benefit plans. The firm employs a combination of active and passive asset-allocation strategies using mutual funds and ETFs, with portfolio monitoring and rebalancing typically conducted quarterly.

Marshall Reid is a financial advisor at Blue Edge Capital, LLC in Richmond, VA, holding a Series 65 designation with 23 years of industry experience. He has been with Blue Edge Capital since 2010, contributing to the firm’s team of four advisors. Blue Edge Capital provides discretionary, customized investment management for 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 efficiency, liquidity, and tax considerations, combined with tactical adjustments based on macroeconomic, quantitative, and technical analysis, primarily using diversified ETF portfolios including ESG-focused options.

Jacob Du Bois is a financial advisor at 3Chopt Investment Partners LLC with a Series 65 credential and one year of industry experience. He previously worked at Blue Hawk Investment Group for seven years and has held various roles, including self-employment and a position at EVR. 3Chopt Investment Partners serves individuals, trusts, family offices, nonprofits, and institutional clients, offering portfolio management, financial planning, outsourced CIO, and family office services. The firm employs an asset-allocation framework combining long-term strategic targets with tactical adjustments and uses a diversified mix of investment vehicles tailored to client objectives.

Thomas Pusser is a financial advisor with Capital Cities Investments in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Capital Cities Investments since 2005 and Silver Oak Securities since 2023. Outside of advisory work, he is involved in selling life and long-term care insurance as part of clients’ financial plans. Capital Cities Investments serves individual and high-net-worth clients, trusts, estates, charitable organizations, and employee benefit plans, offering discretionary portfolio management, modular financial planning, pension consulting, and access to automated investment programs. The firm’s investment approach combines asset-allocation modeling with active and passive manager implementation, supported by third-party platforms for model implementation, rebalancing, and tax-loss harvesting.

Russell Lundeberg is a financial advisor at Barrett Capital Management, LLC with 24 years of industry experience. He holds the Series 65 designation and has been with Barrett Capital Management since 2002. Outside of his advisory role, he serves as managing partner at Currituck Capital LLC, focusing on research and analysis. Barrett Capital Management provides fee-based investment advisory and portfolio management services to individuals, trusts, corporations, and charitable organizations. The firm employs a manager-of-managers strategy with an emphasis on diversification and capital preservation, integrating fundamental and technical analysis alongside a proprietary Global AI™ quantitative methodology.

Peter Braden is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Godsey & Gibb Wealth Management since 2017. His credentials include Series 63 and Series 65 licenses. Prior to joining the firm, he was not employed in the financial sector for two years. Godsey & Gibb Wealth Management offers portfolio management, financial planning, tax preparation, and financial education to individuals, high-net-worth clients, and a variety of institutional clients including sovereign wealth funds. The firm integrates tax services and client education with investment management across multiple asset classes, managing approximately $1.4 billion for about 721 clients.

David Clark is a financial advisor at Nasdaq Dorsey Wright with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Dorsey Wright & Associates since 2014. Outside of his advisory role, he founded and helps manage Seven Sisters Brewery, a craft brewery in Wytheville, Virginia. Nasdaq Dorsey Wright serves individual and institutional clients with a rules-based, technical investment approach centered on Point & Figure charting and relative strength methodologies. The firm offers discretionary investment management, research and subscription services, and licensing to multiple ETF and product sponsors.

Damir Strmel is a financial advisor at Barrett Capital Management, LLC in Richmond, VA, holding a Series 65 designation with 17 years of industry experience. He has been with Barrett Capital Management since 2008. Barrett Capital Management provides fee-based investment advisory and portfolio management services primarily to individuals, including high-net-worth clients, as well as trusts, corporations, and charitable organizations. The firm uses a manager-of-managers approach with a proprietary Global AI™ quantitative methodology for asset allocation, emphasizing diversification and capital preservation.

Adam Smith is a CFP® with six years of industry experience, currently serving as a financial advisor at Covenant Wealth Advisors. He previously worked at Acorn Financial Advisory Services, Inc., Acorn Financial Services, and Glassman Wealth Services. 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 approach using primarily passively managed mutual funds and ETFs, supported by third-party portfolio implementation and management services.

Eric Fitzgerald is a CFP®-certified financial advisor with 13 years of industry experience. He is currently with Alpha Omega Wealth Management, LLC, where he has worked since 2018. His prior experience includes roles at Tennessee Valley Asset Management Partners, LLC, and LPL Financial, LLC. Alpha Omega Wealth Management advises individuals, trusts, estates, charitable organizations, and retirement plan sponsors, serving both non-high-net-worth and high-net-worth clients. The firm employs a long-term investment approach incorporating fundamental analysis, derivatives and options strategies, and family-office style services alongside retirement plan consulting.