Raymond Reibel is a financial advisor at Cary Street Partners with 22 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Cary Street Partners since 2018. Prior to that, he was with Edelman Financial Services and Wealthcare Capital Management. Cary Street Partners offers 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 range of investment options and proprietary strategies, serving specialized institutional niches such as state and municipal government entities and insurance company clients.

Robert Campbell III is a financial advisor with Capitol Securities Management, Inc. in Chesterfield, VA. He holds a Series 66 designation and has 18 years of industry experience, including 17 years at Capitol Securities. Outside of his advisory role, he acts as a referral resource for healthcare benefits programs through a professional relationship with TPA Benefits. Capitol Securities Management serves individual, corporate, and charitable clients, providing brokerage, investment advisory services, and comprehensive financial planning. The firm offers access to separately managed accounts, wrap fee programs, third-party money managers, and employs a variety of investment instruments tailored to client-specific policies.

Lynn Kachel is a financial advisor with Vanderbilt Advisory Services in Rockville, VA, holding Series 63, 65, and 66 licenses and bringing nine years of industry experience. She previously worked at Commonwealth Financial Network for 16 years and has operated her own practice, Lynn M. Kachel, PC, since 1999. Outside of her advisory work, she is a beneficiary of family trusts that hold minority interests in a private beverage distributorship and other entities. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm employs a strategic asset allocation approach combined with fundamental, technical, and charting analysis, offering a range of portfolio management and financial planning services, and maintains formal integration with retirement-plan and benefits firms.

Yulando Wallace is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63, Series 65, and Series 66 licenses and bringing 32 years of industry experience. He previously worked at Lincoln Financial Securities Corporation before joining Mutual of Omaha in 2019. In addition to his advisory role, he provides insurance products including life, health, annuities, and disability coverage, and conducts education workshops for federal employees. Mutual of Omaha Investor Services, Inc. serves individuals, corporations, and qualified retirement plans through financial planning and managed account programs, utilizing platforms like Envestnet and custodians such as Pershing. The firm operates within the broader Mutual of Omaha group alongside broker-dealer and insurance businesses, offering a range of investment advisory and insurance services.

Barbour Bussells is a financial advisor at Cary Street Partners with 31 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms, including Dixon, Hubard, Feinour & Brown, Atlantic Union Bank, and Raymond James Financial Services. 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 range of investment options and proprietary strategies, serving niche institutional clients such as state and municipal government entities and insurance companies.

Christina Todd is a CFP® with 14 years of industry experience, currently serving at Cary Street Partners since 2017. Her prior experience includes roles at Morgan Stanley and Bb&T Securities. She is a board member of the Finance Department Advisory Board at Pamplin College of Business, Virginia Tech, where she contributes to program development and career placement. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients. The firm utilizes a broad investment menu and proprietary strategies through its affiliated asset manager, serving a diverse client base that includes state and municipal government entities and insurance companies.

Mark Bechtle is a financial advisor with Capitol Securities Management, Inc. in Glen Allen, VA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His career includes roles at Wells Fargo Clearing and Prudential Equity Group, LLC before joining Capitol Securities Management in 2016. Capitol Securities Management serves individual investors—including high-net-worth clients—as well as institutional and corporate clients, retirement plans, trusts, and small businesses. The firm offers portfolio management, comprehensive financial planning, consulting, and various wrap fee programs, operating as both a broker-dealer and registered investment adviser.

Pranay Laharia is a CFA® charterholder with eight years of industry experience. He is currently an advisor at The London Company of Virginia, where he has worked since 2026. Prior to this, he spent 13 years at Barrow Hanley Global Investors. The London Company of Virginia provides discretionary portfolio management to individual and institutional clients through various channels including separately managed accounts and sub-advisory relationships. The firm employs a conservative, long-term, bottom-up equity strategy focused on cash return on tangible capital, free cash flow, and downside protection.

Steven Marascia is a financial advisor at Capitol Securities Management, Inc. with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Capitol Securities since 2009. He also serves as trustee of a family trust. Capitol Securities Management serves individuals, corporate and charitable clients, trustees, and plan sponsors by offering brokerage and investment advisory services alongside financial planning, pension consulting, insurance products, and educational seminars. The firm manages assets through various account types and utilizes a range of investment instruments, with advice delivered by a network of investment adviser representatives.

Laura Settle is a financial advisor at Capitol Securities Management, Inc. with 28 years of industry experience. She holds a Series 66 designation and has been with Capitol Securities Management since 2011. Outside of her advisory role, she works in patient access at Sentara Martha Jefferson Hospital. Capitol Securities Management serves individual investors, institutional and corporate clients, retirement plans, trusts, and small businesses. The firm offers portfolio management, financial planning, consulting, and various wrap fee programs through both discretionary and non-discretionary advisory relationships.

William Sizemore Jr. is a financial advisor at Pinnacle Associates, Ltd. in Richmond, VA, holding Series 63 and Series 65 licenses with 31 years of industry experience. His prior roles include 16 years at Investment Management Of Virginia, LLC and 12 years at Godsey & Gibb Wealth Management. Pinnacle Associates provides discretionary investment management and financial planning services to individuals, families, trusts, corporations, endowments, foundations, pension and profit-sharing plans, and charitable organizations. The firm emphasizes fundamental, bottom-up analysis with a valuation-sensitive, long-term focus, primarily managing portfolios of individual equities and offering strategies through various model portfolios and managed account platforms.

Amy Hogg is a financial advisor at The London Company of Virginia with a Series 65 credential. She has one year of industry experience, including a year at JP Morgan Chase prior to joining her current firm. The London Company of Virginia provides discretionary portfolio management to individual and institutional clients through various vehicles, including separately managed accounts and sub-advisory roles. The firm manages approximately $14.9 billion in assets and employs a conservative, long-term equity investment approach focused on balance-sheet optimization, quantitative screening, and fundamental analysis.

Kevin Mautte is a CFP® professional with 17 years of experience in the financial services industry. He currently works at RFG Advisory, LLC and has held positions at firms including Wealthcare Advisory Partners, LPL Financial, Ameriprise Financial Services, Truist Investment Services, and Wells Fargo Clearing. He is also active as a variable insurance agent through Financial Independence Group, Inc. RFG Advisory provides investment advisory and planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, and select institutional clients. The firm offers discretionary portfolio management, financial planning, retirement consulting, and access to alternative investments, utilizing a range of model strategies, third-party platforms, and technology solutions.

Francis Pineno is a CFA® charterholder with 30 years of industry experience. He has been with Dakota Wealth, LLC since 2022 and previously spent 28 years at Pineno & Levin Asset Management, Inc. located in Richmond, VA. Dakota Wealth, LLC serves a diverse client base including high net worth individuals, trusts, foundations, and business enterprises, offering wealth management, investment management, financial planning, and retirement plan advisory services. The firm builds customized, primarily long-term portfolios using a range of investment vehicles and maintains an active role as a manager and general partner to private funds, alongside acting as sub-adviser to a registered ETF.

Deborah Ward is a financial advisor at Cary Street Partners with seven years of industry experience. She holds the Series 66 designation and has previous work experience at Yankee Candle Co. and as the owner of Debbie's Doll Beds. 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 employs a broad range of investment options and proprietary strategies and serves specialized institutional niches such as state and municipal government entities and insurance companies.

Wanxiuyuan Wang is a CFA® charterholder and holds a Series 63 license with eight years of industry experience. She has been with The London Company of Virginia since 2018 and previously worked at SunTrust Robinson Humphrey from 2016 to 2018. The London Company of Virginia provides discretionary portfolio management to individual and institutional clients through a variety of platforms, managing approximately $14.9 billion in assets. The firm employs a conservative, bottom-up equity investment approach that emphasizes cash return on tangible capital, free cash flow, and downside protection.

Samuel Hutchings is a CFA® charterholder with 10 years of industry experience. He has been with The London Company of Virginia since 2015. The London Company of Virginia is an independent 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 approach focused on downside protection and offers multiple concentrated and international equity strategies with explicit risk controls.

Natalie Gross is a financial advisor at Capitol Securities Management, Inc. with 14 years of industry experience. She previously worked for Wells Fargo Clearing for 10 years before joining Capitol Securities Management. Outside of her advisory role, she serves as an executor for a family estate. Capitol Securities Management serves individual, institutional, and corporate clients, providing portfolio management, financial planning, and consulting services through both broker-dealer and investment adviser platforms. The firm offers a range of advisory programs including discretionary and non-discretionary managed accounts and third-party Money Manager solutions.

Thomas Neuhaus is a financial advisor at Pinnacle Associates, Ltd. in Richmond, VA, holding a Series 63 designation and bringing 25 years of industry experience. He previously worked for Investment Management of Virginia, LLC for 16 years before joining Pinnacle Associates in 2023. Pinnacle Associates provides discretionary investment management and financial planning to a diverse client base, including individuals, families, trusts, corporations, and nonprofit organizations. The firm focuses on fundamental, valuation-sensitive, long-term equity strategies and offers services through various platforms such as model portfolios and unified managed accounts.

Thomas Kachel Jr. is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at Vanderbilt Advisory Services since 2020 and previously spent 21 years with Commonwealth Financial Network and Commonwealth Equity Services. He is a partner and 50% owner of Wealth Management Strategies, LLP, a private Virginia limited liability partnership operating as a branch office in the securities industry. Vanderbilt Advisory Services serves a diverse client base, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers a range of portfolio management and financial planning services, emphasizing strategic asset allocation and a combination of fundamental, technical, and charting analysis.