William Thomas is a CFP® professional with four years of industry experience. He is currently with 3Chopt Investment Partners LLC, where he has worked since 2022. Prior to that, he held roles at Funds Distributor, LLC and Thompson, Seigel & Walmsley LLC. 3Chopt Investment Partners provides discretionary and non-discretionary portfolio management, financial planning, Outsourced CIO, and family office services primarily to high-net-worth individuals, trusts, foundations, pension plans, and family offices. The firm employs an asset-allocation approach combining long-term strategic allocations with tactical adjustments and develops customized Investment Policy Statements overseen by its Investment Committee.

Shengyi Mao is a financial advisor with SIMA Wealth Partners, LLC in Richmond, VA, holding a Series 65 credential and two years of industry experience. Prior to joining SIMA, Mao worked at JP Morgan & Chase for one year. SIMA Wealth Partners serves individual investors, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management, comprehensive financial planning, and access to private-market opportunities while employing a combination of fundamental and tactical analyses across various investment strategies.

Catherine Atwood is a CFP® with 15 years of industry experience, currently serving as an advisor at Founders Grove Wealth Partners, LLC. Her prior roles include positions at Salomon and Ludwin, LLC, Wells Fargo Clearing, Alps Distributors, Inc., and Riverfront Investment Group. Founders Grove Wealth Partners provides wealth management, financial planning, and discretionary portfolio management to individuals, trusts, retirement plans, and business entities. The firm employs a combination of passive and active strategies along with fundamental, technical, and quantitative analysis, utilizing both independent managers and Dynasty’s platform capabilities.

David Obrien is a CFP® with 21 years of experience in the financial industry. He has been with Evolution Advisers since 2016, contributing to the firm’s advisory services. EvoAdvisors serves individuals, business owners, trusts, employer retirement plans, and charitable organizations by providing financial planning, portfolio management, and a Qualified Retirement Plan Program. The firm employs a fee-only, fiduciary approach, focusing on evidence-based investment themes, strategic asset allocation, and broad diversification using no-load mutual funds and ETFs.

Christopher Leslie is a CFP® professional with nine years of experience in financial advising. He is currently with Godsey & Gibb Wealth Management, where he has worked since 2022. Prior to that, he held positions at TIAA and TIAA, FSB from 2013 to 2022. Godsey & Gibb Wealth Management serves individuals, high-net-worth clients, and a diverse range of institutional clients, including sovereign wealth funds. The firm offers discretionary and non-discretionary portfolio management, financial planning, tax preparation, and financial education, with a focus on fixed income, equities, and ETFs.

John O'Brien is a financial advisor at EVOAdvisors with a Series 65 designation and four years of industry experience. His prior work includes roles at Mercaris, Wild Earth Fermentation, and Virginia Tech. EVOAdvisors provides financial planning and portfolio management services to individuals, business owners, trusts, employer retirement plans, and charitable organizations. The firm follows a fee-only, fiduciary model and focuses on evidence-based investment strategies, strategic asset allocation, and broad diversification using no-load mutual funds and ETFs.

Myron Fuller IV is a financial advisor at Dorsey, Wright & Associates, LLC in Richmond, VA, with 13 years of industry experience. He holds a Series 65 designation and has been with Dorsey Wright since 2007. Dorsey, Wright & Associates provides discretionary investment management to individual investors and offers research, model licensing, and advisory services to institutional and professional clients. The firm’s investment approach is based on technical analysis, utilizing Point & Figure charting and relative strength methods across multiple asset classes.

Sydney Siek is a financial advisor with Nasdaq Dorsey Wright, holding a Series 65 designation and 14 years of industry experience. He has worked at Dorsey Wright & Associates since 2010. Nasdaq Dorsey Wright serves individual and institutional clients, offering discretionary investment management, research, and subscription services. The firm employs a rules-based, technical investment approach focused on Point & Figure charting and relative strength methodologies, supporting a variety of model portfolios and extensive index licensing for ETFs and product sponsors.

Bijal Patel is a financial advisor at The Burney Company with 16 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations and has been with The Burney Company since 2012. The Burney Company serves primarily individual investors, including high net worth clients, as well as small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages approximately $3.59 billion in discretionary assets using a multi-team advisory platform with a blend of proprietary fundamental and quantitative investment models, offering discretionary equity portfolio management and financial planning services.

Wesley Watkins is a financial advisor with Choreo, LLC, holding the PFS™ designation along with Series 63 and Series 65 licenses. He has 27 years of industry experience, including prior roles at Cherry Bekaert LLP and Cherry Bekaert Wealth Management LLC. Watkins serves as a volunteer board director and member of the investment, finance, and audit committees for Goodwill Industries of Central & Coastal Virginia. Choreo provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, foundations, retirement plans, charitable organizations, and corporations. The firm’s investment process focuses on strategic asset allocation and diversified portfolios managed by a centralized team and overseen by an Investment Committee.

David Forrest is a financial advisor at RiverFront Investment Group, LLC in Richmond, VA, holding a Series 66 designation with four years of industry experience. His prior roles include positions at ALPS Distributors, Inc. and Capital One. RiverFront provides investment management services to individual investors, trusts, pension and profit-sharing plans, charitable organizations, and corporations, delivering model asset-allocation portfolios through wrap-fee programs and Custom Portfolio Solutions. The firm’s investment approach combines the Price Matters® valuation framework with tactical asset allocation and security selection across global fixed income and equities, emphasizing risk management through various strategies and platforms.

Zuzanna Kaczmarek is a financial advisor at Heritage Wealth Advisors in Richmond, VA, with a Series 65 credential and three years of industry experience. Prior to joining Heritage Wealth Advisors in 2023, she worked for nine years at EY. Heritage Wealth Advisors serves high-net-worth individuals, families, trusts, business entities, non-profits, and retirement plans, offering portfolio management, financial planning, tax preparation, and retirement-plan advisory. The firm constructs personalized asset-allocation models and manages pooled investment vehicles, including multiple private investment funds.

Philip Carter is a Series 65 licensed advisor at Wealthcare Capital Management LLC with three years of industry experience. His prior work includes roles at Sauer Properties, Inc., Hamilton Beach Brands Inc., and The C.F. Sauer Company. Wealthcare Capital Management LLC is an SEC-registered multi-team firm managing approximately $3.03 billion for a diverse client base, including individuals, high-net-worth clients, trusts, retirement plans, and foundations. The firm utilizes 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.

Brandon Baker is a financial advisor at Apollon Wealth Management, LLC, holding a Series 65 credential with two years of industry experience. His prior work includes roles at Choreo, LLC and Cary Street Partners. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, families, trusts, businesses, charitable organizations, and pooled investment vehicles. The firm combines centrally managed model strategies with locally managed portfolios and offers a broad range of financial planning and portfolio management services, including ESG models and Direct Indexing with tax management overlays.

Hunter Gallalee is a financial advisor at RiverFront Investment Group, LLC with eight years of industry experience. He holds a Series 66 designation and has worked at RiverFront since 2018 in various roles, as well as at ALPS Distributors from 2018 to 2026 and NetApp from 2016 to 2018. RiverFront Investment Group provides investment management 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 security selection across global fixed income and equities, delivering solutions through wrap-fee programs, model portfolios, and custom strategies.

Delores Remo is a Certified Financial Planner (CFP®) with 19 years of industry experience, currently serving at Heritage Wealth Advisors since 2005. She is based in Richmond, VA, and holds a Series 65 license. Outside of her advisory role, Remo serves as a board member of Chesapeake Financial Shares, Inc., a consumer and commercial banking institution. Heritage Wealth Advisors provides investment advisory and consulting services to individuals, families, trusts, business entities, non-profits, and retirement plans. The firm’s investment approach involves customized asset allocations and utilizes a range of investment vehicles, including private funds, with regular portfolio reviews conducted by an Investment Policy Committee.

Jacqueline Carrico is a Series 66-licensed financial advisor with 12 years of industry experience. She is currently with RiverFront Investment Group, LLC and has held various roles within the firm as well as at ALPS Distributors, Inc. and Morgan Stanley. RiverFront Investment Group serves individual investors, trusts, pensions, charitable organizations, and corporations by providing model asset-allocation portfolios and Custom Portfolio Solutions. The firm’s investment approach integrates a valuation framework called Price Matters® with tactical asset allocation, global security selection, and risk management across multiple delivery platforms.

Elizabeth King is a CFP® with 22 years of experience in the financial industry. She joined Cary Street Partners in 2026 after a decade at Stony Point Wealth Management Inc. King serves as the finance committee chair for the Richmond SPCA and is co-manager of Hopechest LLC, a family investment-related entity. Cary Street Partners serves a diverse client base that includes individuals, corporations, trusts, and institutional clients, offering portfolio management, financial planning, and access to proprietary and third-party investment strategies supported by AI tools and affiliated businesses.

Cody Hughes is a financial advisor at Cary Street Partners in Richmond, VA, holding a Series 65 designation. He has one year of experience at Cary Street Partners and previously worked in healthcare and technology sectors. Cary Street Partners serves a diverse client base including individuals, corporations, trusts, and retirement plans, providing portfolio management, financial planning, and access to proprietary and third-party investment strategies. The firm integrates AI tools with human oversight to assist in portfolio modeling and research.

Nelson Lutz is a Series 66-licensed advisor with over 21 years of experience, currently serving at Kestra Private Wealth Services, LLC since 2022. He previously worked at SunTrust Advisory Services and SunTrust Investment Services, Inc, accumulating 21 years at those firms. Outside of his primary role, he is involved as a Wealth Advisor with Freedom Fiduciary Advisors and is the owner of TwoTwentyTwo Wealth, which he uses solely for compensation purposes. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets. The firm serves both individual and institutional clients, offering access to a broad range of investment products and platforms within a structured oversight framework.