Jeremiah Winters is a CFP® with 22 years of industry experience. He is currently with Founders Grove Wealth Partners, LLC, where he has worked since 2024. His prior experience includes positions at Salomon and Ludwin, LLC and Wells Fargo Advisors Financial Network LLC. He is also an investor in Caravel Concepts, LLC, a fintech firm specializing in financial planning and asset allocation software. 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 combined approach of asset allocation with both passive and active strategies, utilizing fundamental, technical, and quantitative analysis, and incorporates independent managers and model management capabilities.

Virginia Mylks is a financial advisor with The Main Street Group in Glen Allen, VA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has worked with The Main Street Group since 2015 and has prior experience at LPL Financial and Virginia Insurance Associates, where she remains active. Mylks serves on the board of United Insurance Professionals, a nonprofit organization for insurance professionals. The Main Street Group provides investment advisory and financial planning services primarily to individual and high-net-worth clients, offering customized portfolios that include low-cost mutual funds, ETFs, and other investment vehicles. The firm employs a mix of fundamental, technical, and cyclical analysis with a long-term investment orientation and integrates systematic features such as rebalancing and tax-loss harvesting.

William Lagos Jr. is a financial advisor at Verus Financial Partners in Richmond, VA, holding the CFP®, ChFC®, and Series 65 credentials with 20 years of industry experience. He has been with Verus Financial Partners since 2015. Verus Financial Partners provides discretionary investment management, financial planning, and tax planning and preparation services to individuals and families, including high-net-worth clients. The firm primarily uses mutual funds and exchange-traded funds with fundamental analysis and a combination of long- and short-term strategies, treating cash as an asset class for defensive purposes.

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 with 18 years of industry experience, currently with 3Chopt Investment Partners LLC. He holds Series 65 and Series 66 licenses and has previously worked at North Arrow Capital, Scopus Asset Management, Impala Asset Management, The Benchmark Company, Seaport Global Securities, and BB&T 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 tactical adjustments and emphasizes outsourced CIO and family office services for high-net-worth and institutional clients.

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.

Benjamin Gurley is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Heartwood Wealth Advisors, LLC. He has worked previously at Purshe Kaplan Sterling Investments and Wells Fargo Advisors. Gurley also holds licenses to sell fixed and traditional insurance products. Heartwood Wealth Advisors serves high-net-worth individuals, families, trusts, estates, charitable organizations, small businesses, and employer-sponsored retirement plans, generally working with clients who have at least $2 million in manageable assets. The firm emphasizes capital preservation, cost control, and tax efficiency through diversified portfolio management and financial planning, offering services including retirement plan consulting and coordinated tax preparation.

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.

Wesley Kaufman is a CFP® professional with 31 years of industry experience, currently serving at Heartwood Wealth Advisors, LLC since 2019. He previously worked at Wells Fargo Advisors Financial Network, LLC for six years. Heartwood Wealth Advisors serves high-net-worth individuals, families, trusts, estates, charitable organizations, small businesses, and employer-sponsored retirement plans, typically working with clients who have at least $2 million in assets. The firm emphasizes capital preservation, cost control, and tax efficiency through tailored asset allocation and broad diversification, offering services including portfolio management, comprehensive financial planning, and retirement plan consulting.

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, currently serving as an advisor at Juno Financial Group LLC. His prior work includes roles at Kestra Advisory Services, Kestra Investment Services, and TowneBank. Juno Financial Group LLC provides financial planning and investment advisory services to a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, trusts, estates, non-profits, and foundations. The firm manages approximately $542 million in discretionary assets through a process involving comprehensive financial reviews and tailored portfolio construction using model portfolios, separately managed accounts, and third-party managers.

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.