John Blair is a financial advisor with South Atlantic Capital Management Group, Inc. in Richmond, VA, holding Series 63 and Series 65 credentials and bringing 46 years of industry experience. He joined South Atlantic Capital in 2019 after working as a private investor and at EI Capital Distributors. South Atlantic Capital Management Group provides discretionary portfolio management for a range of clients including individuals, trusts, and pension plans, focusing on value-oriented, company-specific investment strategies. The firm manages core equity accounts and balanced strategies while also sponsoring the Shinn Creek Fund L.P., a private pooled vehicle for qualified investors with a distinct investment approach involving leverage and short positions.

Christopher Lee is a Certified Financial Planner™ (CFP®) with 11 years of industry experience. He has been with Commonwealth Retirement Investments LLC since 2017 and previously worked at Lincoln Financial Advisors Corporation from 2014 to 2017. Commonwealth Retirement Advisors serves individual clients and families, primarily those nearing retirement, offering personalized financial planning and discretionary portfolio management. The firm manages approximately $306 million in assets across about 314 households and employs a process that includes comprehensive retirement planning, customized asset allocation, and tailored investment strategies.

Aaron Persily is a financial advisor at DP Grow LLC with one year of industry experience. He holds a Series 66 designation and has prior experience at MML Investors Services, LLC and MassMutual Life Insurance Company. He is also a licensed insurance agent involved in commission-based insurance sales on a limited basis. DP Grow LLC provides investment management, financial planning, and retirement-plan advisory services to individuals, business entities, trusts, estates, and pension and profit-sharing plans. The firm uses a combination of sub-advisers, mutual funds, ETFs, and individual securities, and supports participant-directed retirement plans through educational workshops.

Bailey Thornton is a CFP® and holds a Series 66 license, with seven years of industry experience. He has worked at Kinloch Capital, LLC since 2023, following five years at Davenport & Company and two years at Harris Williams & Company. Kinloch Capital, LLC advises individuals, trusts, non-profits, pensions, and businesses, offering discretionary asset management, financial planning, and divorce planning services. The firm employs a technically driven allocation process using proprietary model portfolios and emphasizes tax-efficient, low-cost investment vehicles.

James Duty is a CFP® with 29 years of industry experience and is a principal at Roseline Capitol Advisors, LLC in Richmond, VA. He has been involved with Roseline Tax Advisors PLLC, Roseline Financial Group, LLC, and Roseline Capitol Advisors since 2005. Roseline Capitol Advisors provides discretionary and non-discretionary investment management and consulting services to high-net-worth individuals, trusts, retirement accounts, not-for-profits, foundations, and other institutions. The firm uses a combination of charting, technical, fundamental, and cyclical analysis to manage portfolios tailored to client risk tolerance and preferences, and it operates with a relatively high advisor-to-client ratio, focusing on a limited, high-touch client base.

Simon Woon is a financial advisor with Paragon Financial Services in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Paragon Financial Services since 2012 and has been affiliated with LPL Financial since 1995. Outside of advisory work, he is involved in selling long-term care and life insurance policies. Paragon Financial Services serves individual and high-net-worth clients, as well as retirement plans, trusts, and institutions, providing portfolio management, financial planning, pension consulting, and estate/tax coordination. The firm uses customized and model portfolios with tactical, quantitatively informed allocation strategies and integrates tax and estate planning services through affiliated partners.

Coleman Pollard is a CFP® professional with 27 years of industry experience, currently serving at Steelhead Wealth Management. His prior roles include fifteen years with Northwestern Mutual Wealth Management Company. Steelhead Wealth Management serves employer plan sponsors, trusts, estates, charitable organizations, corporations, and other business entities, providing discretionary investment management, financial consulting, and retirement plan advisory services. The firm employs a mix of quantitative and qualitative methods to construct and manage portfolios, focusing primarily on institutional and business-related clients.

Beth Bradberry is a CFP® professional with seven years of industry experience, currently serving as an advisor at Roseline Capitol Advisors, LLC in Richmond, VA. She has been affiliated with the Roseline group of firms, including Roseline Tax Advisors PLLC and Roseline Financial Group, LLC, since 2005. Roseline Capitol Advisors provides discretionary and non-discretionary investment management and consulting to high-net-worth individuals, trusts, retirement accounts, not-for-profits, foundations, and other institutions. The firm uses a combination of charting, technical, fundamental, and cyclical analysis to create customized portfolios and integrates tax consulting and financial planning through its affiliated CPA practice.

Gregory Sabo is a financial advisor at Tone Capital, LLC with 35 years of industry experience. He has held positions at BB&T Securities, LLC and Scott & Stringfellow, Inc before joining Tone Capital in 2016. Mr. Sabo also serves as an Adjunct Professor of Technical Analysis at the University of Richmond. Tone Capital provides portfolio and wealth management, financial planning, and retirement plan advisory services to individual, high-net-worth, and institutional clients. The firm employs a range of analytic methods and offers both bespoke wealth management and goal-based digital platforms.

Daniel Rodriguez is a financial advisor at Hill Wealth Strategies in Richmond, VA, holding a Series 65 designation with five years of industry experience. He previously worked at Hampton Motor Corporation for seven years before joining Hill Wealth Strategies. Hill Wealth Strategies is a fee-based financial planning and investment management firm that serves individuals, including high-net-worth clients, by providing comprehensive planning and coordinating asset management through a third-party money manager. The firm acts as a co-advisor without custody of client assets or discretionary trading authority, focusing on documented investment approaches and ongoing client communication.

Katherine Fonville is a financial advisor at Covenant Wealth Advisors in Richmond, VA, with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has been leading Fonville Wealth Management LLC since 2010. 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 funds and third-party portfolio management to deliver comprehensive wealth management and financial planning services.

Ryan Bernstine is a financial advisor at Hermitage Wealth with a Series 66 designation and two years of industry experience. He has been with Hermitage Wealth Management since 2025 and also works as an insurance broker. Outside of his advisory role, he is a tennis teaching professional at Hermitage Country Club, where he conducts group clinics and private lessons. Hermitage Wealth provides investment advisory, retirement plan consulting, and financial planning services to plan sponsors, corporations, and individual clients. The firm focuses on selecting and monitoring third-party money managers and offers both discretionary and non-discretionary portfolio management as well as fixed-fee or hourly financial planning.

Jay Gragnani is a financial advisor with Nasdaq Dorsey Wright, holding Series 65 and Series 63 licenses and bringing 14 years of industry experience. He has worked at Dorsey Wright & Associates since 2005, including its current iteration under Nasdaq Dorsey Wright since 2022. Nasdaq Dorsey Wright serves individual and institutional clients, offering discretionary investment management, research subscriptions, and consulting services. The firm employs a rules-based, technical investment approach focused on Point & Figure charting and relative strength methodologies, providing model portfolios and research primarily through paid subscription services.

Mark Livesay is a CFA® charterholder with 16 years of experience in the investment industry. He has been with The Capital Management Corporation since 2010. The Capital Management Corporation provides discretionary investment management services for individuals, families, foundations, endowments, retirement plans, and corporations. The firm emphasizes fundamental research through its Investment Policy Group and tailors portfolios to individual client objectives and risk guidelines.

Kelly Hazlett is a financial advisor at WealthCrossing with six years of industry experience. She holds a Series 65 designation and has previously worked at SBK Financial, Inc. and The Roseline Financial Group, LLC. WealthCrossing is a team-based firm serving individuals, high-net-worth clients, trusts, estates, and profit-sharing plans with customized investment management primarily using mutual funds and ETFs. The firm emphasizes strategic, diversified asset allocations, discretionary management with low turnover, and integrates tax-preparation and tax-credit investment services provided by CPA representatives.

John Mason Antrim is a financial advisor at Dover Advisors, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Middleburg Trust Company for 23 years before a brief retirement period. Dover Advisors serves individuals, high net worth clients, families, trusts, estates, and businesses with wealth management, investment management, and financial planning services. The firm uses a long-term, discretionary investment approach that includes ETFs, stocks, bonds, mutual funds, and alternative investments, combining fundamental and technical analysis with regular account monitoring.

Graham Boggio is a Financial Consultant currently working at Fidelity Investments. He has held various roles within Fidelity, including Investment Consultant and Financial Representative, since 2021. Prior to joining Fidelity, he worked as a Financial Services Professional at MassMutual from 2019 to 2020. Graham offers personalized financial guidance tailored to clients' specific goals and assists them in making financial decisions aligned with their needs. His professional experience encompasses a range of financial advisory roles, providing him with a foundation to support clients effectively. Outside of his professional work, Graham has interests in baseball, golf, traveling, and is a food enthusiast.

Edwin Martin is a financial advisor with Heartwood Wealth Advisors, LLC in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Heartwood since 2019 and previously spent six years with Wells Fargo Advisors Financial Network, LLC. Heartwood Wealth Advisors serves high-net-worth individuals, families, trusts, estates, charitable organizations, small businesses, and employer-sponsored retirement plans, typically working with clients who have at least $2 million in manageable assets. The firm’s investment approach focuses on capital preservation, cost control, and tax efficiency through tailored asset allocation and broad diversification, utilizing ETFs and other securities as appropriate, with regular portfolio reviews and client reporting.

Pamela Simms is a CFP® professional with nine years of industry experience. She has been with The Capital Management Corporation since 2006, contributing to the firm for over 20 years. The Capital Management Corporation provides discretionary investment management services to individuals, families, foundations, endowments, retirement plans, and corporations. The firm employs a research-driven process tailored to client objectives, managing approximately $825 million in assets for nearly 200 clients.

Jennifer Luzzatto is a CFP® and CFA® with 26 years of industry experience. She joined Strathmore Capital Advisors in 2025 after spending 26 years at Summit Financial Partners, Inc. 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, combined with technology integration and a range of specialized services including tax preparation and a securities-backed lending strategy.