Leann Mitchell is a financial advisor with Alpha Omega Wealth Management, LLC in Richmond, VA, holding Series 63 and Series 65 licenses and 21 years of industry experience. She has been with Alpha Omega since 2009. Alpha Omega Wealth Management serves individuals, high-net-worth families, trusts, estates, business entities, and charitable organizations by providing portfolio management, financial planning, retirement plan consulting, and family office services. The firm’s investment approach focuses on tailored asset allocation and fundamental analysis, incorporating mutual funds, ETFs, equities, fixed income, and option strategies, alongside household finance administration and philanthropic planning.

Scott Davila is a financial advisor with The Capital Management Corporation in Glen Allen, VA. He holds Series 63 and Series 65 registrations and has four years of industry experience. Prior to joining The Capital Management Corporation in 2021, he worked at Zod Marketing & Communications, Inc. and Padilla. The Capital Management Corporation provides discretionary investment management for individuals, families, foundations, endowments, retirement plans, and corporations. The firm emphasizes fundamental research within a tailored investment approach and serves roughly 196 clients with approximately $825 million in assets under management.

Paul Melnick III is a CFP® and holds a Series 66 license with six years of industry experience. He is currently with Juno Financial Group LLC and previously worked at Fidelity Brokerage Services LLC and Kestra Advisory Services LLC. Paul is based in Richmond, VA. Juno Financial Group LLC offers financial planning and investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, trusts, estates, non-profits, and foundations. The firm manages approximately $542 million in discretionary assets through tailored asset allocation using model portfolios, separately managed accounts, and third-party managers.

Joseph Cheatham is a financial advisor at Vectors Asset Management with a Series 65 designation and one year of industry experience. He has worked at Vectors Asset Management since 2018 and has prior experience at Virginia Commonwealth University, SKY Building Supply, and Virginia Tech. Vectors Asset Management serves institutional and high-net-worth clients, including banks, insurance companies, and government accounts, offering discretionary and non-discretionary portfolio management along with valuation consulting and risk-management services. The firm combines top-down macro allocation with bottom-up quantitative analysis, using proprietary models and maintaining a high client and asset management load per advisor.

Jeanmarie Mcgowan is a CFA® charterholder and holds a Series 65 license with 12 years of industry experience. She has been with Godsey & Gibb Wealth Management since 2014 and serves as a Professor of Finance at Virginia Commonwealth University’s School of Business. Godsey & Gibb Wealth Management provides portfolio management, financial planning, tax preparation, and financial education to individuals, high-net-worth clients, and various institutional clients, including sovereign wealth funds. The firm integrates tax services with investment management and offers a structured client education program.

William Haskins Jr. is a financial advisor at Insight Advisors, LLC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Purshe Kaplan Sterling Investments and Wells Fargo Advisors Financial Network LLC. He also serves as co-trustee for his parents-in-law’s trust, managing trust assets and overseeing tax filings. Insight Advisors, LLC manages over $700 million for individuals, high-net-worth clients, pension and profit-sharing plans, and business entities through a team of 15 advisors across four offices. The firm offers portfolio management, financial planning, and pension consulting, employing a range of investment strategies tailored to client goals and includes regular portfolio reviews and rebalancing.

James Pickert is a CFP® and Series 66-registered financial advisor with 11 years of industry experience. He has worked at Kanawha Capital Management, LLC since 2023 and previously spent nine years at ACG Advisory Services Inc. Kanawha Capital Management provides discretionary and non-discretionary investment management across equity, fixed-income, and balanced portfolios, along with financial-planning services focused on retirement rollovers. The firm serves individuals, trusts and estates, charitable organizations, pension and profit-sharing plans, and corporate clients, managing approximately $1.8 billion in assets.

David Butler is a financial advisor at Verus Financial Partners in Richmond, VA, holding a Series 65 license with one year of industry experience. Prior to joining Verus Financial Partners, he worked for eight years at Hanover High School and one year at Larkspur Middle 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 emphasizes a fee-only approach, allocating assets among mutual funds and ETFs using fundamental analysis and a combination of long- and short-term strategies while integrating tax-efficient rebalancing for held-away accounts.

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.

Robert Elliston is a Series 65-credentialed financial advisor with seven years of industry experience, currently serving at CPR Investments Inc. He has managed his own sole proprietorship since 2022 and holds non-investment managerial roles at Abio Clinical and the Global Institute for Research. Elliston also works as a licensed insurance agent in Powhatan, VA. CPR Investments Inc. provides discretionary portfolio management, financial planning, and ERISA plan services to individuals, businesses, and retirement plans. The firm utilizes a multi-manager approach combining in-house tactical models with third-party sub-advisors to pursue tactical and absolute-return strategies with an emphasis on defensive positioning.

Christopher Leslie is a Certified Financial Planner (CFP®) with 10 years of industry experience. He has been with Godsey & Gibb Wealth Management since 2022 and previously worked at TIAA and TIAA, FSB from 2013 to 2022. Godsey & Gibb Wealth Management serves both individual clients, including high-net-worth individuals, and institutional clients such as banks, pension plans, and charitable organizations. The firm provides portfolio management, comprehensive financial planning, tax planning by licensed CPAs, and educational content, employing fundamental and technical analysis with a range of investment strategies.

John Spiers is a CFA® charterholder with 17 years of industry experience. He has been with The Main Street Group since 2016, with a brief one-year tenure at EGA Capital, LLC. 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, utilizing diversified mutual funds, ETFs, and other securities, and features technology-driven solutions including Artificial Intelligence for data analysis under human supervision.

Edward Hoppe III is a CFP® and PFS™ with 22 years of industry experience. He has been with Verus Financial Partners in Richmond, VA, since 2012. Verus Financial Partners provides discretionary investment management, financial planning, and tax planning services to individuals and families, including high-net-worth clients. The firm primarily uses mutual funds and ETFs, applying fundamental analysis with a mix of long- and short-term strategies, and incorporates cash as an asset class in its approach.

Russell Keller is a financial advisor with Cary Street Partners in Glen Allen, VA, holding Series 63 and Series 66 licenses and having 16 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC for seven years before joining Cary Street Partners in 2018. Outside of his advisory role, he is co-owner and managing member of BDK, LLC, which holds legacy family trust assets, and is involved in Alison Keller Designs, a design business. Cary Street Partners provides advisory and financial planning services to a diverse client base, including individuals, retirement plans, trusts, corporations, and institutional clients, offering a broad investment menu and proprietary strategies through its affiliated asset manager.

Karilyn Meeker is a financial advisor at Cary Street Partners with four years of industry experience. She holds a Series 66 designation and has previously worked at Virginia Asset Management, MML Investors Services LLC, and Cetera. Outside of her advisory role, she volunteers as the social director for a youth football program, organizing social events and ceremonies. Cary Street Partners provides investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients. The firm uses a broad range of investment options and proprietary strategies, serving a diverse client base that includes state and municipal government entities and insurance companies.

Joseph Godsey Jr. is a Series 65-licensed advisor with 26 years of industry experience. He has worked at Pinnacle Associates, Ltd. since 2023, following 17 years at Investment Management of Virginia, LLC, and six years at Kanawha Capital Management, LLC. Pinnacle Associates, Ltd. provides discretionary investment management and financial planning services to individuals, families, trusts, corporations, endowments, foundations, and retirement plans. The firm focuses on fundamental, bottom-up equity analysis with a valuation-sensitive, long-term approach and offers strategies through direct portfolios, model portfolios, and managed account platforms.

Marvin Morse is a CFA® charterholder with 29 years of experience in the financial industry. He currently works at Blueprint Financial Advisors and has previously held roles at Morse Capital Partners, Cary Street Partners, and Ernst & Young Investment Advisers. Blueprint Financial Advisors is a multi-advisor SEC-registered firm managing approximately $1.4 billion in client assets. The firm serves individuals, trusts, pension and ERISA plans, and nonprofit entities, offering portfolio management, comprehensive financial planning, and retirement plan consulting. Blueprint employs a proprietary strategic-and-tactical investment approach across diversified asset classes and provides access to private placements and other illiquid investments.

Edwin Martin III is a financial advisor at Waverly Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Heartwood Wealth Advisors LLC and Wells Fargo Advisors. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-markets allocations and offers a range of investment management and financial planning services.

James Campbell is a CFA® charterholder with 17 years of industry experience, currently serving as an advisor at The London Company of Virginia since 2010. He is based in Richmond, VA, and has been with the firm for 16 years. The London Company of Virginia is an independently owned, SEC-registered investment adviser managing approximately $16 billion in discretionary assets. The firm provides equity portfolio management to individuals, high net worth clients, pension plans, foundations, and institutional investors through various strategies focused on downside protection and risk-controlled equity selection.

Chris Glasscock is a ChFC® credentialed financial advisor with 24 years of industry experience. He currently works at OnePoint BFG Wealth Partners and has held prior roles at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Management, Donald Creech, and Jeffrey W. Miller. Glasscock is also the owner of Baykinrea, LLC and a partial owner of CNCG2, LLC and GS1250FL, LLC. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs a variety of portfolio management approaches and integrates technology to support client service and operational efficiency.