Tyler Snow is a financial advisor at Verus Financial Partners with a Series 65 designation and three years of industry experience. Prior to joining Verus, he worked in educational roles at Hanover High School and Saint John's School. Verus Financial Partners provides discretionary investment management, financial planning, and tax planning services primarily to individuals and families, including high-net-worth clients. The firm uses a mix of fundamental analysis and long- and short-term strategies, focusing on mutual funds and exchange-traded funds, and integrates tax-efficient rebalancing for held-away accounts.

Ian Gallagher is a financial advisor at Carlson Financial with a Series 65 credential. He joined the firm in 2024 and has prior work experience in healthcare and administrative roles, including positions at Phreesia and New York Presbyterian Hospital. 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 approach, with portfolios primarily composed of equities and exchange-traded funds.

Mark Levin is a financial advisor at 3Chopt Investment Partners LLC with 18 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at several firms, including North Arrow Capital (Millennium Partners), Scopus Asset Management, and Seaport Global Securities. 3Chopt Investment Partners serves individuals, trusts, family offices, nonprofit, 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 shorter-term tactical adjustments and implements portfolios using a mix of securities, funds, third-party managers, and private placements.

Trevor Plesko is a financial advisor at Dorsey, Wright & Associates, LLC with one year of industry experience. He holds a Series 65 designation and has worked at Dorsey, Wright since 2023, with prior experience outside the industry including roles at Foods of All Nations and Ivy Road House. 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 with rules-based products.

Edward Thompson Jr. is a financial advisor with Thompson Davis & Co., Inc. in Richmond, VA, holding Series 63 and Series 66 designations and bringing 53 years of industry experience. He has been with Thompson Davis since 2002. Thompson is a limited partner in Seven Hills Capital Partners LP, a private investment partnership managed by Thompson Davis Asset Management. Thompson Davis Asset Management provides discretionary investment management and financial planning services to individuals, corporations, trusts, estates, charitable organizations, and retirement plans. The firm employs an active, bottom-up, all-cap growth and tactical trading investment approach based on a proprietary screening discipline called “The Great 8.”

Kyle Fischer is a CFP® with nine years of industry experience currently advising clients at Godsey & Gibb Wealth Management in Richmond, VA. He has worked at several firms including Cornerstone Wealth Group, Mutual Securities, and LPL Financial. Godsey & Gibb Wealth Management serves individual, high-net-worth, and institutional clients, offering portfolio management, financial planning, tax preparation, and financial education. The firm manages roughly $1.4 billion across a diverse client base and features an in-house team of CPAs, a structured client education program, and a range of investment strategies including discretionary and non-discretionary management.

Anthony Garcia is a financial advisor at Dorsey, Wright & Associates, LLC with a Series 65 credential and one year of industry experience. His prior roles include positions at Nasdaq Dorsey Wright, Moss Adams, and the General Conference of SDA. 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 centers on technical analysis, utilizing Point & Figure charting and relative strength methods across multiple asset classes.

Peter Bowles is a financial advisor at Blue Edge Capital, LLC in Richmond, VA, holding Series 63 and Series 65 licenses with 15 years of industry experience. He has been with Blue Edge Capital since 2010. Blue Edge Capital provides discretionary, customized investment management primarily to 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, liquidity, and tax efficiency, combined with tactical adjustments based on macroeconomic, quantitative, and technical analysis.

William Davis Jr. is a financial advisor with Thompson Davis & Co., Inc. in Richmond, VA, holding Series 63, 65, and 66 licenses and bringing 35 years of industry experience. He has been with Thompson Davis & Co., Inc. since 2002 and is the managing partner of Seven Hills Capital Management, LLC, which manages the private fund Seven Hills Capital Partners LP. Thompson Davis Asset Management provides discretionary investment management and financial planning to individuals, corporations, trusts, estates, charitable organizations, and retirement plans. The firm employs an active, bottom-up, all-cap growth and tactical trading strategy based on a proprietary screening discipline called “The Great 8,” and offers services such as AI-backed stock and ETF model portfolios and both one-time and ongoing financial planning engagements.

Luke Neice is a Series 65-licensed advisor with Acima Private Wealth LLC in Richmond, VA. He has one year of industry experience, including prior roles at Wells Fargo and Coastal Virginia Wealth Group. Acima Private Wealth LLC advises individuals, high-net-worth families, trusts, family offices, endowments, and small businesses using a disciplined, customized investment approach. The firm manages approximately $420 million across about 59 clients and offers comprehensive portfolio management and family wealth services through its proprietary wrap fee program.

Cameron Malekuti is a financial advisor at Covenant Wealth Advisors in Richmond, VA, holding a Series 65 designation with one year of industry experience. Prior to joining Covenant Wealth Advisors, he worked at Halo Capital Management, Carson Wealth, and Cassaday & Co., and spent nine years in full-time education. 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 mutual funds and ETFs, implements portfolios through a third-party platform with Buckingham, and offers both discretionary and non-discretionary services.

Walter Hurt is a CFP® professional with 21 years of industry experience. He has been with Covenant Wealth Advisors since 2020 and previously worked at Ameriprise Financial Services, Inc. from 2011 to 2020. Walter holds Series 65 and Series 66 licenses. 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 investment approach using primarily passively managed mutual funds and ETFs, and offers both discretionary and non-discretionary client arrangements.

James Gift Jr. is a CFP® with 14 years of industry experience. He is currently with Juno Financial Group LLC, where he has worked since 2025. His prior experience includes roles at Kestra Advisory Services, Kestra Investment Services, Raymond James Financial, M&T Securities, and Merrill. Juno Financial Group LLC serves individuals, high-net-worth clients, retirement plans, corporations, trusts, estates, non-profits, and foundations, managing approximately $542 million in discretionary assets across about 305 client relationships. The firm provides tailored financial planning and investment advisory services using model portfolios, separately managed accounts, and third-party managers, often managing accounts on a discretionary basis with regular reviews.

Kenneth Walker is a financial advisor with The Capital Management Corporation in Glen Allen, VA, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has been with the firm since 2002. The Capital Management Corporation offers discretionary investment management services to individuals, families, foundations, endowments, retirement plans, and corporations. The firm uses fundamental research to tailor portfolios to client objectives and risk guidelines, managing approximately $825 million in assets for around 196 clients.

Michael Kaplan is a financial advisor at Dorsey, Wright & Associates, LLC with four years of industry experience. He holds Series 63 and Series 65 credentials and has been with Dorsey Wright, a Nasdaq company, since 2016. Prior to that, he worked briefly at Sterling National Bank and LPL Financial, LLC in 2016. 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, including Point & Figure charting and relative strength methods applied across multiple asset classes through rules-based products.

Robert Hill Jr. is a CFA® charterholder and Series 65-licensed financial advisor with 15 years of industry experience. He is currently with ACIMA Private Wealth LLC and has been self-employed as an investment consultant since 2017, providing monthly market commentary for clients of Vantage Consulting Group. His prior experience includes roles at VCU Investment Management Co. and Shenandoah Asset Management LLC. ACIMA Private Wealth LLC serves individuals, high-net-worth families, trusts, family offices, endowments, and small businesses, offering discretionary and non-discretionary portfolio management along with comprehensive family wealth services. The firm uses a customized, tax- and fee-sensitive investment approach that combines active and passive strategies and manages approximately $420 million across a concentrated client base.

Thomas Underwood III is a CFP® professional with 14 years of industry experience, currently serving as an advisor at Bright Wealth Management, LLC. His career includes roles at Cary Street Partners, Truist Advisory Services, and BB&T. Outside of his advisory work, he operates as an independent insurance agent. Bright Wealth Management, LLC is a fee-only registered investment adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $265 million across 175 clients through a team of seven advisors, offering discretionary portfolio management with tailored asset-allocation models and ongoing portfolio supervision.

Carl Lind is a CFP® and holds a Series 65 license with 27 years of industry experience. He has worked at Alpha Omega Investment Advisors since 2016 and previously at Diveley Lind & Associates, LLC for 19 years. Lind is based in Richmond, VA. Alpha Omega Wealth Management serves individuals, high-net-worth families, trusts, estates, business entities, and charitable organizations with portfolio management, financial planning, retirement plan consulting, and family office services. The firm emphasizes tailored asset allocation and fundamental analysis, incorporating option strategies and private fund investments, and offers unique household finance administration and multi-generation education alongside traditional advisory services.

Adam Thalhimer is a CFA® charterholder with 24 years of industry experience. He has been with Thompson Davis & Co., Inc. in Richmond, VA, since 2016. Thompson Davis Asset Management provides discretionary investment management and financial planning to individuals, corporations, trusts, estates, charitable organizations, and retirement plans. The firm employs an active, bottom-up, all-cap growth and tactical trading strategy based on a proprietary screening discipline called “The Great 8,” and offers AI-backed stock and ETF model portfolios alongside personalized financial planning services.

Connor Kamp is an advisor with Nasdaq Dorsey Wright, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has been with Nasdaq since 2016. Nasdaq Dorsey Wright provides discretionary investment management and technical research services to individual investors, institutional clients, and financial professionals. The firm’s rules-based approach centers on Point & Figure charting and relative strength methodologies, supporting a range of managed model portfolios and extensive index/licensing partnerships with product sponsors.