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.

Cooper Casillas is a CFP® with six years of industry experience currently working at Canal Capital Management, LLC. Prior to joining Canal Capital in 2025, he spent five years at Kestra Advisory and affiliated firms. He also serves as a financial presenter for Smartpath, conducting small group sessions on personal finance and company benefits. Canal Capital Management, LLC provides discretionary portfolio management, financial planning, tax preparation, and business and real estate consulting to a diverse client base including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm emphasizes tailored investment advice through an Investment Committee and offers access to private investments and sophisticated strategies for eligible clients.

Richard Collins is a financial advisor with Blue Horizon Equity, Inc. in Richmond, VA, holding Series 63 and Series 65 credentials and 21 years of industry experience. His prior roles include positions at Cetera Wealth Services, OSAIC, and American Portfolios Advisors, among others. Outside of his advisory work, he manages Oak Park Pecan Co., LLC, where he oversees cultivation and conducts research related to habitat protection. Blue Horizon Equity, Inc. is an SEC-registered investment adviser managing approximately $746 million, providing portfolio management, financial planning, and retirement plan advisory services to individuals, tax-qualified plans, and institutions. The firm offers wrap-fee Unified Managed Accounts, an Advisor-as-Portfolio-Manager program, and access to third-party money managers, operating as a multi-advisor team across multiple offices with both discretionary and non-discretionary management options.

Edward Valentine Jr. is a financial advisor at Dover Advisors, LLC with one year of industry experience. He holds the Series 65 designation and previously worked at CSC Leasing for five years. Dover Advisors serves individuals, high net worth clients, families, trusts, estates, and businesses with wealth management, investment management, and financial planning services. The firm employs a long-term, discretionary investment approach utilizing ETFs, individual securities, mutual funds, alternative investments, and independent managers as appropriate.

Maxwell Wallace is a financial advisor at Dover Advisors, LLC in Richmond, VA, holding a Series 65 designation with three years of industry experience. He previously worked for Atlantic Union Bank (formerly Middleburg Financial / Middleburg Trust) for 25 years before joining Dover Advisors. Dover Advisors serves individuals, high net worth clients, families, trusts, estates, and businesses with wealth management, investment management, and financial planning services. The firm employs a long-term, discretionary investment approach that incorporates ETFs, individual stocks and bonds, mutual funds, and alternative investments, utilizing both fundamental and technical analysis.

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.

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.

Everett Gilliss is a CFP® with 23 years of industry experience and serves as an advisor at Canal Capital Management, LLC in Richmond, VA. He has held managing member roles in several affiliated entities, including Haxall Point Partners and Haxall Institutional Partners. He is also involved with 5th Street Holdings, LLC, a non-investment related entity that owns the Canal Capital building. Canal Capital Management, LLC 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 emphasizes tailored investment advice delivered through an Investment Committee and offers access to private funds and complex strategies for eligible clients.

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.

Daniel Merriman is a financial advisor at Carlson Financial with a Series 65 designation and one year of industry experience. Prior to joining Carlson Financial, he held roles in higher education and secondary school settings, including positions at James Madison University and various high schools. Carlson Financial is a retirement planning and wealth management firm serving individuals, trusts, small businesses, family offices, and institutional clients. The firm manages approximately $632 million in discretionary assets and employs a cash-flow–based financial planning process, using equities and exchange-traded funds to balance long-term growth and income.

Brant Jones is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Thompson Davis & Co., Inc., where he has worked since 2013. He holds the Series 66 designation and is based in Richmond, VA. Thompson Davis Asset Management provides discretionary investment management and financial planning to a diverse client base including individuals, corporations, trusts, estates, charitable organizations, and retirement plans. The firm employs an active, bottom-up, all-cap growth and tactical trading strategy utilizing a proprietary screening method called “The Great 8,” and offers AI-supported model portfolios alongside customized financial planning services.

Timothy Call is a CFA® charterholder and holds a Series 65 license with 27 years of industry experience. He has been with The Capital Management Corporation since 2006, contributing 20 years to the firm. The Capital Management Corporation provides discretionary investment management for individuals, families, foundations, endowments, retirement plans, and corporations. The firm emphasizes fundamental research and tailors portfolio management to client objectives without using hedge funds or private equity.

Armistead Young V is a financial advisor at Blue Edge Capital, LLC with six years of industry experience. He holds a Series 65 designation and has previously worked at Cary Street Partners Investment Advisory LLC, Dixon, Hubard, Feinour & Brown, Inc., Old Dominion Capital Management, and Highland Associates. Blue Edge Capital provides discretionary investment management to individuals, family offices, trusts, retirement plans, corporations, and nonprofits. The firm utilizes globally diversified, ETF-driven portfolios based on a modified endowment model that incorporates strategic asset allocation alongside macroeconomic, quantitative, and technical inputs.

Elizabeth Mosier is a financial advisor at Hermitage Wealth with five years of industry experience. She holds a Series 66 designation and has worked in wealth management roles since 2017, including positions at Osaic Wealth, Inc. She also serves as a plan service specialist assisting registered representatives within Hermitage Wealth. Hermitage Wealth provides financial planning, investment management, and retirement plan consulting to institutional and individual clients. The firm manages over $37 million across nearly 200 client relationships, often using third-party money managers and focusing on non-discretionary and retirement plan consulting services.

Jesse Ellington III is a financial advisor at Dover Advisors, LLC in Richmond, VA, holding a Series 65 designation with nine years of industry experience. Prior to joining Dover Advisors in 2022, he worked at LTB Wealth, LLC and Atlantic Union Bank. Dover Advisors serves individuals, high net worth clients, families, trusts, estates, and businesses with wealth management, investment management, and financial planning services. The firm employs a generally long-term, discretionary investment approach and uses a mix of ETFs, stocks, bonds, mutual funds, alternative investments, and independent managers when appropriate.