Christopher Philipoom is a financial advisor with Wealthcare Capital Management LLC in Richmond, VA, holding a Series 65 designation and 17 years of industry experience. He has been involved with Financeware, Inc. since 2001. Wealthcare Capital Management LLC is a multi-team advisor managing approximately $3.03 billion for individual and high-net-worth clients, trusts, retirement plans, foundations, and other entities. The firm utilizes evidence-based investment strategies, including model portfolios with mutual funds, ETFs, alternative investments, and specialty platforms, overseen by an Investment Policy Committee.

Margaret Snead is a Series 66-licensed financial advisor at Cary Street Partners with 26 years of industry experience. She has been with Cary Street Partners since 2010. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to a diverse client base including individuals, retirement plans, trusts, corporations, and institutional clients. The firm manages portfolios using a broad range of investments and proprietary strategies, and serves specialized institutional niches such as state and municipal government entities and insurance company clients.

Ronald Mentzer is a financial advisor at MissionSquare Retirement with 31 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior work includes roles at Icma Rc, Capitol Securities Management, and The Distribution Consulting Group. Outside of his advisory work, he serves as a volunteer on the Supervisory Committee for The United Methodist Credit Union, where he oversees internal audit procedures. MissionSquare Retirement administers deferred compensation and qualified retirement plans for state and local government employers, their employees, and certain non-profit entities. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, with investment advice and model portfolios developed by Morningstar Investment Management.

Gordon Caldwell is a Series 65-licensed advisor with Wealthcare Capital Management LLC in Richmond, VA, and has 17 years of industry experience. He has been with Wealthcare Capital Management since 2001. Wealthcare Capital Management LLC is an SEC-registered multi-team firm managing approximately $3.03 billion for individual and high-net-worth clients, trusts, retirement plans, foundations, and other entities. The firm provides discretionary and non-discretionary portfolio management, financial planning, retirement plan advisory, and access to alternative and precious-metal investments, using model portfolios supplemented by alternative managers and specialty platforms.

John Davenport is a financial advisor with Aptus Capital Advisors, LLC in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His career includes roles at Invesco, WealthSpire Advisors, Guggenheim Investments, and Wells Fargo Clearing. Outside of finance, he is a member-owner and head distiller at Three Crosses Distilling Company, a craft distillery he operates with his wife, and he is also involved in songwriting, with potential publications of his work. Aptus Capital Advisors manages approximately $14.47 billion on a discretionary basis, serving individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm employs a model-driven investment approach primarily through actively managed ETFs, combining technical and fundamental analysis to balance market participation and risk mitigation.

William Rackley is a CFP® and holds a Series 66 license with 21 years of industry experience. He has worked at Perigon Wealth Management, LLC since 2018 and previously spent nine years at Integral Investment Advisors, Inc. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops portfolios tailored to client objectives and risk tolerance, often delegating day-to-day management to independent managers while maintaining oversight and accepting proxy-voting responsibility.

Ian Sharps is a financial advisor at RiverFront Investment Group, LLC in Richmond, VA. He holds a Series 65 designation and has one year of industry experience. Prior to joining RiverFront, he worked in enterprise mobility and has an extensive background in education, including roles at Howard University, Iona Prep, and Montfort Academy. RiverFront provides investment management services to individual investors, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a Price Matters® valuation framework combined with tactical asset allocation and risk management, implementing strategies through a variety of portfolio solutions including SMAs, UMAs, and model delivery platforms.

Kirk Stoldt is a financial advisor at Wealthcare Capital Management LLC with a Series 65 designation and four years of industry experience. Prior to joining Wealthcare Capital Management in 2021, he worked at The London Company of Virginia, LLC from 2017 to 2021 and US Bank Fund Services, LLC from 2008 to 2017. Wealthcare Capital Management LLC is an SEC-registered multi-team advisory firm managing approximately $3.03 billion for a diverse client base, including individuals, high-net-worth clients, trusts, retirement plans, and foundations. The firm employs model portfolios primarily composed of mutual funds and ETFs, supplemented by alternative investments and specialty platforms, with investment decisions guided by an Investment Policy Committee using an evidence-based framework.

Sumanpreet Dhillon is a financial advisor at RiverFront Investment Group, LLC with two years of industry experience. They hold the Series 66 designation and have prior experience with ALPS Distributors, Inc., JPMorgan & Chase, and Virginia Commonwealth University. RiverFront Investment Group provides investment management services to individual investors, trusts, pension and profit-sharing plans, charitable organizations, and corporations, utilizing model asset-allocation portfolios and Custom Portfolio Solutions. The firm combines a valuation framework with tactical asset allocation and diverse security selection across global fixed income and equities, implementing strategies through various managed account platforms and overlays.

Diego Marti Vertiz is a CFA® charterholder with eight years at RiverFront Investment Group, LLC and a total of five years in the financial industry. Prior to joining RiverFront, he worked at Yates Construction and spent four years at Millsaps College. He serves on the board of the CFA Society of Virginia NextGen, a professional association for investment practitioners. RiverFront Investment Group provides investment management services to individual investors, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a Price Matters® valuation framework combined with tactical asset allocation and risk management across global fixed income and equities, delivering strategies through separate accounts, unified managed accounts, and model portfolios.

Caroline Baronian is a CFA® charterholder with eight years of industry experience, currently serving as a financial advisor at Heritage Wealth Advisors since 2016. She works out of Richmond, VA, and is part of a 16-advisor team at her firm. Heritage Wealth Advisors serves high-net-worth individuals, families, trusts, business entities, nonprofits, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, tax preparation, and retirement-plan advisory. The firm combines personalized asset allocation with a variety of investment strategies and serves as investment manager and general partner to multiple private investment funds.

Daniel Rowe is a financial advisor at Heritage Wealth Advisors in Richmond, VA, holding Series 63 and Series 65 licenses with eight years of industry experience. Prior to joining Heritage Wealth Advisors in 2020, he worked at Cetera Investment Advisers LLC and Foresters Financial Services. Before entering the advisory field, he was employed at the University of Lynchburg for five years. Heritage Wealth Advisors provides investment advisory and consulting services to individuals, families, trusts and estates, business entities, non-profits, and retirement plans. The firm’s investment approach focuses on customized asset allocations tailored to clients’ time horizons, risk tolerance, and cash-flow needs, utilizing a range of investment vehicles and quarterly portfolio reviews conducted by an Investment Policy Committee.

John Schlichting is a Series 65 licensed advisor at Wealthcare Capital Management LLC with seven years of industry experience. He previously worked at Lowe Brockenbrough & Company for three years before joining Wealthcare Capital Management in 2019. Wealthcare Capital Management LLC is a multi-team SEC-registered investment adviser managing approximately $3.93 billion for over 5,600 clients through 33 advisors. The firm offers comprehensive financial planning and discretionary portfolio management for individual and high-net-worth clients, and provides retirement plan advisory and investment strategist services to intermediaries, using a long-term, evidence-based investment approach combined with behavioral economics.

Adam Grossman is a CFA® charterholder with 14 years of industry experience, currently serving as a financial advisor at RiverFront Investment Group, LLC. He has worked at RiverFront since 2015. Grossman is a board member of the Richmond Retirement System, where he helps set investment policy and oversees approval of portfolio managers. RiverFront Investment Group provides investment management services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm uses a Price Matters® valuation framework combined with tactical asset allocation and risk management, implementing strategies through various managed account platforms and employing ETPs, options, and tax overlays in its Custom Portfolio Solutions.

William Shepherd is a financial advisor at Choreo, LLC with six years of industry experience. He holds a Series 65 designation and previously worked at Cherry Bekaert Wealth Management LLC and the Federal Reserve Bank of New York. Choreo provides investment and advisory services to a diverse client base including individual investors, family offices, endowments, foundations, retirement plans, charitable organizations, and corporate clients. The firm’s approach emphasizes strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Robert Wilson is a Series 65-licensed financial advisor with Wealthcare Capital Management LLC in Richmond, VA, with 22 years of industry experience. He has been with Wealthcare Capital Management, formerly Financeware, Inc., since 1999. Wealthcare Capital Management LLC is a multi-team SEC-registered advisory firm managing approximately $3.03 billion for individuals, high-net-worth clients, trusts, retirement plans, foundations, and other entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan advisory, and access to alternative investments, using an evidence-based investment framework overseen by an Investment Policy Committee.

Matthew Daniel is a CFP® with 17 years of industry experience. He is currently with Cary Street Partners, where he has worked since 2026. His prior roles include positions at Stony Point Wealth Management and Ameriprise. Outside of his advisory work, he is CEO of Matthew Daniel, Inc., a business focused on accounting and expense management. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, trusts, corporations, and institutional clients. The firm utilizes a broad investment menu and proprietary strategies through its affiliated asset manager, serving institutional niches such as state and municipal entities as well as insurance company clients.

Brian Hyde is a financial advisor with Wealthcare Capital Management LLC in Richmond, VA, holding Series 63, Series 65, and Series 66 licenses and 11 years of industry experience. He has worked at Wealthcare Capital Management since 2020 and is also the owner of Performance Physical Therapy since 2009. Wealthcare Capital Management is a multi-team, SEC-registered investment adviser managing approximately $3.93 billion for over 5,600 clients. The firm offers comprehensive financial planning and discretionary portfolio management primarily for individual and high-net-worth clients, utilizing a long-term, evidence-based investment approach supported by proprietary quantitative measures.

Trevor Batt is a financial advisor at Ritholtz Wealth Management with eight years of industry experience. He holds the CFP® designation and Series 65 license. Prior to joining Ritholtz in 2025, Trevor worked at Cardinal Financial Planning, Indigenous Technologies, and several other firms across finance and technology sectors. Ritholtz Wealth Management serves both individual and institutional clients, offering comprehensive portfolio management and financial planning through advisor-led services and digital platforms. The firm employs a goal-based investment process emphasizing asset allocation and behavioral finance, managing approximately $9.4 billion in client assets.

William White is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. His career includes long tenures at H. Beck, Inc. and Duval White Investment Services, along with roles at several affiliated firms since 2007. Outside of advisory work, he is involved in insurance sales, including life, disability, and annuity products. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and retirement-plan consulting. The firm combines traditional investment advisory services with actuarial analysis and insurance consulting, catering mainly to non-high-net-worth individuals.