Kristin Menz Yianni is a financial advisor at CPR Investments Inc. with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at CPR Financial Group and CPR Investments Inc. since 2016, as well as serving as a consultant for CT Executive Benefits Group since 2003. CPR Investments Inc. primarily serves individual investors and also works with businesses, qualified retirement plans, and other financial professionals. The firm employs a multi-manager approach combining third-party registered investment advisors and in-house tactical strategies to manage discretionary portfolios focused on downside risk reduction.

Jacob Massanopoli is a CFP® professional with five years at Marotta Wealth Management and a total of two years in the financial advisory industry. His prior experience includes roles at RVA Wealth Management and positions related to Virginia Tech. Marotta Wealth Management serves individual and institutional clients, including retirees, university professors, and charitable organizations, offering comprehensive wealth management and financial planning. The firm employs a modern portfolio theory approach with diversified, low-cost indexed investments and operates as a fee-only fiduciary team with a focus on client education and formal management of corporate retirement and employee benefit plan assets.

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.

Brad Bailey is a financial advisor at Brown Edwards Wealth Strategies with 27 years of industry experience. He holds a Series 66 designation and has a background that includes roles at Avantax and Towne Bank for Chesterfield County. In addition to his advisory work, he is a member of Brad Bailey, CPA, PLLC, an accounting firm providing CFO services. Brown Edwards Wealth Strategies offers discretionary and nondiscretionary portfolio management and employee benefit plan advisory services to a range of clients including individuals, trusts, charities, and small businesses. The firm emphasizes diversified, mainly passive investment strategies based on Modern Portfolio Theory and utilizes tools such as Monte Carlo simulations and written investment policy statements to guide portfolio management.

Margaret Smith is a CFP® professional with 13 years of industry experience, currently serving at Canal Capital Management, LLC in Richmond, VA. She has held managing member roles at multiple Haxall-related entities since 2020. Canal Capital Management, LLC provides discretionary portfolio management, financial planning, tax preparation, and business and real estate consulting to individual, high-net-worth, pension, profit-sharing, and charitable clients. The firm offers tailored investment advice through a regularly meeting Investment Committee and manages private investment funds for qualified investors.

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.

Catherine Belanger is a CFP®-certified financial advisor with 22 years of industry experience. She is currently with Colonial River Wealth Management LLC and has held previous roles at VOYA Financial Advisors, Inc. and First Choice Financial Services Inc. Outside of her advisory work, she is involved with Diamond Tax Services, LLC, a tax preparation and accounting business. Colonial River Wealth Management provides wealth management, investment management, and financial planning services to individuals, high-net-worth clients, families, trusts, estates, and charitable organizations. The firm manages approximately $464 million on a discretionary basis and employs proprietary quantitative tools alongside a range of investment vehicles to construct client portfolios.

Raymond Hines Jr. is a financial advisor at Barrett Capital Management, LLC with 11 years of industry experience. He holds a Series 65 designation and has worked at Barrett Capital Management since 2014, following an 18-year tenure at Sterling Business. 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 employs a manager-of-managers approach focused on diversification and capital preservation, utilizing a proprietary Global AI™ quantitative methodology for asset allocation.

Noah Greenbaum is a financial advisor at Canal Capital Management, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has held managing member roles at several related entities including Haxall Point Partners, LLC. Canal Capital Management provides discretionary portfolio management, financial planning, tax preparation, and business and real estate consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm employs an investment committee approach and offers access to private investments and specialized strategies for eligible clients.

Stephen Fletcher is a CFP® professional with 10 years of industry experience. He currently works at EVOAdvisors, where he has been since 2022, after five years at Bluesky Wealth Advisors, LLC. Stephen holds a Series 65 license and is based in Richmond, VA. EVOAdvisors serves individuals, business owners, trusts, employer retirement plans, and charitable organizations, offering financial planning and portfolio management through fee-only, fiduciary advisory programs. The firm emphasizes evidence-based investment strategies, strategic asset allocation, and broad diversification using no-load mutual funds and ETFs.

Colton Jones is a financial advisor at SIMA Wealth Partners, LLC with two years of industry experience. He holds a Series 65 designation and has worked within various entities affiliated with SIMA since 2023. SIMA Wealth Partners serves individual investors—including high-net-worth clients—along with pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management, broad-based financial planning, third-party adviser selection, and access to private-market investments, employing a multi-affiliate structure and an approach that combines fundamental and tactical analysis across multiple investment strategies.

Craig Truitt is a financial advisor with Canal Capital Management, LLC in Richmond, VA, holding Series 63 and Series 65 credentials and having 11 years of industry experience. He is also a managing member of several affiliated entities including Haxall Institutional Partners I and II, Haxall Point II, GP LLC, and East Mountain LLC. Canal Capital Management provides discretionary portfolio management, financial planning, tax preparation, and consulting services to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm uses a committee-based approach focused on asset allocation and analysis, and offers private investment opportunities and fund management services to qualified investors.

Andrea Broughton is a financial advisor at WealthCrossing in Richmond, VA, holding a Series 65 designation with 22 years of industry experience. She has been with SBK Financial, Inc. since 2005. WealthCrossing provides customized investment management primarily for high-net-worth individuals and related entities, focusing on strategic, diversified asset allocation with low turnover and disciplined rebalancing. The firm also conducts independent due diligence on investment options and offers specialized services such as tax preparation and planning through CPA representatives.

John King is a Certified Financial Planner® at WealthCrossing with 20 years of industry experience. He has worked at SBK Financial, Inc. since 2004. WealthCrossing is a team-based firm serving primarily high-net-worth individuals and related trusts, estates, and retirement plans. The firm emphasizes customized investment management with diversified asset allocation, independent due diligence, and specialized services including tax-credit investments and tax planning support.

Noelle Moser is a financial advisor at Verus Financial Partners with a Series 65 designation and two years of industry experience. Before joining Verus, she spent five years at Virginia Polytechnic Institute and State University and four years at Allentown High School. Verus Financial Partners provides discretionary investment management, financial planning, and tax preparation services primarily to individuals and families, including high-net-worth clients. The firm focuses on fundamental analysis and employs a mix of long- and short-term strategies, allocating assets mainly among mutual funds and exchange-traded funds.

Theodore Brown is a financial advisor at Cary Street Partners Asset Management with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Luxon Asset Management since 2017. Brown has been with Cary Street Partners LLC since 2007. Cary Street Partners Asset Management provides discretionary third-party asset management and sub-advisory services to a broad client base, including individuals, high-net-worth clients, and institutional investors. The firm uses a combination of quantitative asset allocation and fundamental analysis to manage portfolios, serves as investment adviser to an actively managed ETF, and participates in wrap fee and model programs.

Veronica Rodgers is a financial advisor with The Wealth Boutique in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. Prior to joining The Wealth Boutique, she worked at Janney Montgomery Scott and Wells Fargo Advisors. Outside of her advisory role, she owns Carnelian Wealth Solutions, where she provides life and spirituality coaching focused on helping mothers reduce stress and achieve spiritual satisfaction. The Wealth Boutique is a seven-advisor team managing approximately $94 million for individuals, multi-generational families, trusts, and high-net-worth clients. The firm offers holistic financial planning and discretionary portfolio management with a financial-planning-led, goals-based approach that incorporates fundamental and technical analysis.

Julie Waitman is a financial advisor with Verus Financial Partners in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Verus Financial Partners since 2012. Outside of her advisory role, Ms. Waitman serves as chair of the investment committee for Westover Episcopal Church, a volunteer position she has held since 2004. Verus Financial Partners serves primarily individuals and families, including high-net-worth clients, offering discretionary investment management along with financial and tax planning services under separate agreements. The firm emphasizes fundamental analysis and actively manages portfolios using mutual funds and exchange-traded funds, with distinctive use of Dimensional Fund Advisors funds and independent proxy-voting services.

Jeffrey Lear is a financial advisor with Barrett Capital Management, LLC, holding a Series 65 designation and six years of industry experience. Prior to joining Barrett Capital Management in 2019, he worked at GreenMile from 2012 to 2018. Outside of his advisory role, he serves as a Regional Sales Director for Demisto, a Palo Alto Networks company, focusing on cloud security orchestration platform sales. Barrett Capital Management provides fee-based investment advisory and portfolio management primarily to individuals, trusts, corporations, and charitable organizations. The firm employs a manager-of-managers approach with an emphasis on diversification and capital preservation, utilizing both fundamental and technical analysis alongside a proprietary Global AI™ quantitative methodology.

David Kozlowski is a CFP®-certified financial advisor with 29 years of industry experience, currently serving at Verus Financial Partners since 2012. He holds Series 63 and Series 65 licenses and is based in Richmond, VA. Verus Financial Partners primarily serves individuals and families, including high-net-worth clients, offering discretionary investment management along with financial and tax planning services under separate agreements. The firm focuses on asset allocation across mutual funds and ETFs using fundamental analysis and actively manages cash positions, incorporating Dimensional Fund Advisors funds and independent proxy-voting services as part of its approach.