Kelley Tyger is a financial advisor at Cary Street Partners with six years of industry experience. She holds a Series 66 designation and previously worked at Davenport & Company LLC, Truist Advisory Services, and BB&T Securities. Outside of finance, she is a martial arts fitness instructor with No Limits Martial Arts and Fitness, LLC. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to a broad client base that includes individuals, retirement plans, trusts, corporations, and institutional clients. The firm offers a wide range of investment options and proprietary strategies through its affiliated asset manager, serving specialized institutional niches such as state and municipal governments and insurance companies.

John Jordan is a CFA® charterholder with 24 years of industry experience. He has been with Heritage Wealth Advisors since 2012. 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 emphasizes customized asset allocations and uses a range of investment vehicles, with portfolios reviewed quarterly by an Investment Policy Committee. Heritage also serves as an affiliated private fund adviser and operator, managing multiple private funds and offering unique operational services such as bill-paying and tax payment assistance.

Edward Wirwille is a financial advisor with Wealthcare Capital Management LLC in Richmond, VA, holding Series 63 and Series 65 licenses and totaling 19 years of industry experience. He has been with Wealthcare Capital Management since 2008. In addition to his advisory role, Mr. Wirwille serves as an expert witness in divorce proceedings and works as a fiduciary auditor for qualified retirement plans. Wealthcare Capital Management LLC is a multi-team SEC-registered investment adviser managing approximately $3.93 billion for over 5,600 clients. The firm offers comprehensive financial planning, discretionary portfolio management, and retirement plan advisory services, employing a long-term, evidence-based investment approach that integrates behavioral economics and uses model portfolios primarily composed of ETFs and indexed mutual funds.

Patrick Mullins is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2014. He has been with Fidelity Investments since 2006, progressing through roles including Financial Consultant, Investment Consultant, and Financial Representative. Prior to joining Fidelity, he worked as a Business Development Manager at Strategic Financial Planners from 2004 to 2006. In his current role, Patrick assists clients and their families in growing and protecting their wealth, making sound investment decisions, and simplifying their financial lives.

James Winters is a financial advisor with IP Financial Advisory Services LLC in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at H. Beck, Inc. for 16 years and has been involved with Commonwealth Pension Management for over 28 years, where he also operates as an insurance broker specializing in the sales and service of fixed insurance products. Winters has held roles at several firms since 2021, including Innovation Partners LLC and Grove Point Investments, LLC. IP Financial Advisory Services primarily serves individual retail clients, focusing on customized portfolio management, financial planning, and retirement-plan consulting. The firm offers a range of services including managed account programs and access to third-party investment advisors, with an emphasis on non–high-net-worth individuals and a combination of investment advisory and insurance consulting capabilities.

Thomas Cain is a financial advisor at Kovack Advisors, Inc. with 39 years of industry experience. He holds a Series 63 license and has worked at firms including UBS Financial Services and Capital L Group, LLC. Outside of his advisory work, he serves on the board of directors for the VCU Foundation & Children's Hospital and coaches tennis in Richmond, VA. Kovack Advisors, Inc. is a multi-team registered investment adviser with around 260 advisors managing over $6 billion in client assets. The firm serves individuals, pension plans, charitable organizations, banks, and government entities, offering portfolio management, financial planning, and access to sub-advisory programs using both internal and third-party models.

Rachel Owen is a financial advisor at Cary Street Partners in Richmond, VA, with one year of industry experience and a Series 66 designation. She has worked at Cary Street Partners since 2018 and previously held roles at The Confident Rabbit and Bistro Bethem. 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 offers a broad investment menu and proprietary strategies through its affiliated asset manager, with a focus on serving institutional niches such as state and municipal government entities and insurance company clients.

Ashleigh Lemaster is a Series 65-licensed financial advisor with eight years of industry experience. She is currently with Wealthcare Capital Management LLC, where she has worked since 2026. Her prior experience includes roles at Millennium Advisory Services, Inc. and Godsey & Gibb Wealth Management. Wealthcare Capital Management LLC is a multi-team SEC-registered investment adviser managing approximately $3.93 billion for over 5,600 clients. The firm offers comprehensive financial planning and discretionary portfolio management primarily for individual and high-net-worth clients, employing a long-term, evidence-based investment approach that incorporates behavioral economics and model portfolios constructed mainly with ETFs and indexed mutual funds.

Hugh Brown is a financial advisor at Cary Street Partners with a Series 65 designation and one year of industry experience. Prior to joining Cary Street Partners, he worked at Gentry Locke Rakes & Moore, LLP and Mayer Brown LLP, primarily in legal roles. Cary Street Partners offers investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients. The firm employs a diverse investment menu and proprietary strategies, serving a range of clients including state and municipal government entities and insurance companies.

Nicholas Bertozzi is a financial advisor at Choreo, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cherry Bekaert Wealth Management and SBK Financial, Inc. since 2013. Choreo provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, foundations, retirement plans, charitable organizations, and corporate clients. The firm’s investment approach emphasizes strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Steven Henderson is a CFA® charterholder with four years of experience in the financial industry. He currently works at Heritage Wealth Advisors, where he has been since 2022. Prior to that, he spent nine years at Spider Management Co. Heritage Wealth Advisors serves high-net-worth individuals, families, trusts, estates, business entities, non-profits, and retirement plans with portfolio management, financial planning, tax preparation, and retirement-plan advisory services. The firm offers personalized asset allocation models and manages a range of investments, including mutual funds, ETFs, individual equities, fixed income, separately managed accounts, and private investments, while also acting as investment manager and affiliated general partner to multiple private investment funds.

George Crawford is a financial advisor at Sequent Planning, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Mass Mutual Investors Services, MassMutual Life Insurance Company, Allstate Benefits, Reliance Standard, and Guardian Life Benefits. In addition to his advisory role, he is the owner and principal of Person Centered Financial, LLC, an insurance agency based in Midlothian, Virginia. Sequent Planning, LLC, operating as Futurity First Wealth Management, serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits by offering asset management, financial planning, and retirement-plan services. The firm utilizes a structured risk framework and diversified investment strategies, supported by a network of independent adviser representatives and various technology platforms.

Cassie Mitchell is an associate at Cary Street Partners in Richmond, VA, holding a Series 66 designation with one year of industry experience. Prior to joining the firm, she has worked in various roles across the hospitality and service sectors. Outside of her advisory role, she is employed part-time as a waitress at La Petite Auberge. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to a diverse client base that includes individuals, retirement plans, trusts, corporations, and institutional clients. The firm offers a broad investment menu and proprietary strategies through its affiliated asset manager, serving both common and specialized institutional niches such as state and municipal entities.

Wesley Cullinane is a financial advisor at Heritage Wealth Advisors in Richmond, VA, holding a Series 65 credential. He has experience working at Heritage Wealth Advisors since 2023 and previously worked at Mangham Associates and BTR Capital Management, Inc. from 2012 to 2018. Heritage Wealth Advisors serves high-net-worth individuals, families, trusts and estates, business entities, non-profits, and retirement plans, offering personalized portfolio management, financial planning, tax preparation, and retirement-plan advisory. The firm constructs customized asset-allocation models and manages both discretionary and non-discretionary portfolios, including private investment funds and pooled vehicles with audited financials and separate offering documents.

William Ebs is a CFP® with 17 years of industry experience, currently affiliated with Momentum Independent Network Inc. He has worked at SWS Financial Services Inc. since 2015. Outside of advisory services, he provides tax preparation and bookkeeping through JEFF HUFFORD CPA, LLC. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients. The firm offers advisory and brokerage services with a platform model relying on third-party managers and Envestnet, integrating Hilltop affiliates for municipal bond strategies and cash management solutions.

Victoria Bryant is a financial advisor at RiverFront Investment Group, LLC with seven years of industry experience. She holds a Series 66 designation and has worked at RiverFront and ALPS Distributors, Inc. She is also the Director of Business Development for RiverShares, a role she has held since 2019. RiverFront Investment Group provides investment management services 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 risk management, delivering portfolios through wrap-fee programs and custom solutions.

Ryan Gibbs is a financial advisor at Savvy with 20 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Claris Financial, Triad Advisors, and New York Life. In addition to his advisory role, he is involved in insurance and annuity sales with multiple carriers. Savvy provides investment and financial planning services to individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized, primarily index-based long-term investment strategies alongside active equity portfolios and integrates third-party fintech tools and specialized sub-adviser strategies.

Anthony De Trane is a financial advisor at Cary Street Partners in Richmond, VA, holding Series 63 and Series 65 licenses with one year of industry experience. His prior roles include positions at Apella Wealth, PBMares Wealth Management, Atlantic Union Bank, and Christopher Newport University. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to a broad client base, including individuals, retirement plans, trusts, corporations, and institutional clients. The firm offers a diversified investment approach using equities, fixed income, ETFs, mutual funds, structured products, and private investments, with specialized services for state and municipal government entities and insurance company clients.

John Mcauliffe is a financial advisor at Compound Planning, Inc. in Richmond, VA, holding Series 63 and Series 66 licenses with five years of industry experience. His prior roles include positions at Royal Alliance, Mercer Global Advisor, Raffa Wealth Management, and Clarion Wealth Management Partners. Compound Planning serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries with discretionary portfolio management, financial planning, and institutional advisory services. The firm employs risk-based model allocations combining long-term buy-and-hold strategies with tactical tools such as direct indexing and tax-loss harvesting.

Karrie Southall is a financial advisor at RiverFront Investment Group, LLC with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at RiverFront since 2016, with prior experience at Alps Distributors, Inc. and Wells Fargo Clearing. Outside of her advisory role, she serves on the board of directors for Connor's Heroes, a nonprofit organization. RiverFront Investment Group provides investment management services 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 risk management, delivering portfolios through wrap-fee programs and Custom Portfolio Solutions.