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.

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.

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.

Jordan Mistretta is a financial advisor at Carlson Financial with a Series 65 credential and one year of industry experience. Prior to joining Carlson Financial, he worked at Virginia Credit Union and has background experience in the retail and food service industries. 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 with portfolios primarily composed of equities and ETFs.

Miles Clark is a financial advisor at Dorsey, Wright & Associates, LLC, holding a Series 65 designation with three years of industry experience. He has worked at Dorsey Wright & Associates since 2022 and previously held positions at Nasdaq Dorsey Wright, Christopher Newport University, Uber, and St. Stephens/St. Agnes School. 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 various asset classes through rules-based products.

Emil Pichardo is a CFP® professional with 33 years of industry experience, currently serving as a financial advisor at Godsey & Gibb Wealth Management. His prior experience includes 31 years at Charles Schwab Bank and two years at Edward Jones. Godsey & Gibb Wealth Management provides 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 employs both fundamental and technical analysis with discretionary account management and offers integrated tax services through an in-house CPA team.

Scott O'Neill is a financial advisor at The Main Street Group with one year of industry experience. He holds a Series 65 designation and has worked previously with Madewell Properties and as a self-employed professional. The Main Street Group provides fee-based investment advisory services, financial planning, retirement-plan consulting, and managed portfolios to individuals and high-net-worth clients. The firm employs a primarily long-term investment approach using diversified mutual funds, ETFs, individual securities, and alternative strategies, supported by Schwab’s institutional custody and technology platform.

Mitchell Crowder is a CFP® with four years of industry experience and is currently associated with WealthCrossing in Richmond, VA. He previously worked at Davenport & Company LLC and SBK Financial, Inc., and holds a Series 63 designation. WealthCrossing is a team of eight advisors that provides customized investment management for individuals, high-net-worth clients, and related entities, emphasizing strategic, diversified asset allocations and utilizing third-party research and due diligence to oversee mutual funds, independent managers, and private investments.

John Cory Hoffer is a financial advisor at Hermitage Wealth with 25 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining Hermitage Wealth in 2025, he was associated with OSAIC for 19 years. 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 along with stand-alone financial planning and ERISA fiduciary services.

Cleighton Hilbert is a financial advisor at Alpha Omega Wealth Management, LLC with 29 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Davenport & Company LLC for 22 years before joining Alpha Omega Investment Advisors in 2018. Alpha Omega serves individuals, high-net-worth families, trusts, estates, business entities, and charitable organizations, providing portfolio management, financial planning, retirement plan consulting, and family office services. The firm’s investment approach emphasizes tailored asset allocation, fundamental analysis, and the use of diverse investment vehicles, including derivatives for income generation and risk management, alongside unique family office and household finance capabilities.

John Lewis is a financial advisor at Dorsey, Wright & Associates, LLC with 23 years of industry experience. He holds a Series 65 designation and has been with Dorsey, Wright Money Management since 2002. 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 and model portfolios.

Neil Powers is a CFA® charterholder at Vectors Asset Management with over 20 years of experience, having worked at Vectors Research Management, LLC since 2004. He is based in Glen Allen, VA, and is part of a four-advisor team at the firm. Vectors Asset Management provides discretionary and non-discretionary portfolio management to individual and institutional clients, including high-net-worth individuals, endowments, foundations, and financial institutions. The firm combines top-down macro analysis with bottom-up security valuation, focusing on mortgage- and asset-backed securities and offering specialized hedging and valuation services.

Sean Campbell is a financial advisor at Campbell Deegan Financial with 27 years of industry experience. He holds the Series 66 designation and has worked at Merrill Lynch, Bank of America, and Purshe Kaplan Sterling Investments before joining Campbell Deegan Wealth Management in 2018. Campbell Deegan provides comprehensive wealth management, financial planning, and investment management services to individuals, corporations, pension and profit-sharing plans, and trusts and estates. The firm employs a fundamental analysis approach with diversified model strategies ranging from conservative to aggressive and manages both discretionary and non-discretionary portfolios.

Thomas Rooney is a financial advisor at Monument Advisers in Richmond, VA. He holds a Series 65 credential and has industry experience beginning in 2024. His prior work includes roles at the U.S. Department of the Treasury, the U.S. Army Reserves, and U.S. Bank. Monument Advisers provides fee-only investment management and financial planning to individuals, high-net-worth clients, charitable organizations, pooled vehicles, and corporate clients. The firm employs asset-allocation principles and modern portfolio theory, combining passive and active funds with a long-term holding approach, and offers values-based options such as socially responsible and Biblically Responsible Investing.

Sara Gochenour is a Series 65 credentialed financial advisor with 13 years of industry experience. She is currently with Salomon and Ludwin, where she has worked since 2026. Her prior experience includes roles at Heritage Wealth Advisors and Nasdaq, Inc., spanning a total of seven years. Salomon and Ludwin serves individuals, high-net-worth households, families, trusts, estates, foundations, small businesses, and qualified retirement plans, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a flexible, actively managed approach using low-cost, tax-efficient ETFs, mutual funds, and individual securities combined with fundamental and technical analysis and a proprietary timing strategy.