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.

William Thomas is a CFP® professional with four years of industry experience. He is currently with 3Chopt Investment Partners LLC, where he has worked since 2022. Prior to that, he held roles at Funds Distributor, LLC and Thompson, Seigel & Walmsley LLC. 3Chopt Investment Partners provides discretionary and non-discretionary portfolio management, financial planning, Outsourced CIO, and family office services primarily to high-net-worth individuals, trusts, foundations, pension plans, and family offices. The firm employs an asset-allocation approach combining long-term strategic allocations with tactical adjustments and develops customized Investment Policy Statements overseen by its Investment Committee.

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.

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.

Christopher Leslie is a CFP® professional with nine years of experience in financial advising. He is currently with Godsey & Gibb Wealth Management, where he has worked since 2022. Prior to that, he held positions at TIAA and TIAA, FSB from 2013 to 2022. Godsey & Gibb Wealth Management serves individuals, high-net-worth clients, and a diverse range of institutional clients, including sovereign wealth funds. The firm offers discretionary and non-discretionary portfolio management, financial planning, tax preparation, and financial education, with a focus on fixed income, equities, and ETFs.

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.

Russell Keller is a financial advisor with Cary Street Partners, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Cary Street Partners since 2018 and previously spent seven years with Wells Fargo Advisors Financial Network. Outside of his advisory role, Keller is a managing member and 50% co-owner of BDK, LLC, a private company managing legacy family assets, and he maintains a long-term involvement with Alison Keller Designs, a design business where he handles bookkeeping. Cary Street Partners offers discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individuals, charitable organizations, corporations, and retirement plans. The firm’s investment approach combines third-party and in-house manager selection across traditional and alternative strategies, supported by its affiliated asset management entity, Cary Street Partners Asset Management.

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 firms including MML Investors Services, MassMutual Life Insurance, Cetera, and Virginia Asset Management. Outside of her advisory role, she volunteers as the social director for a youth football program, organizing social events and ceremonies. Cary Street Partners serves a diverse client base including individuals, corporations, trusts, retirement plans, and institutional clients. The firm offers portfolio management, financial planning, and access to proprietary and third-party investment strategies, employing AI tools alongside human oversight in its investment process.

Joseph Godsey is a financial advisor at Pinnacle Associates, Ltd. in Richmond, VA, holding a Series 65 designation with 26 years of industry experience. He has worked at Pinnacle Associates since 2023 and has concurrently been with Investment Management Of Virginia, LLC since 2006. Pinnacle Associates, Ltd. provides discretionary investment management and financial planning services to a broad client base, including individuals, families, institutions, and pension plans. The firm employs a fundamental, bottom-up investment approach with a long-term focus and offers tailored portfolios that include equity strategies, bonds, mutual funds, ETFs, and option overlays, while also serving as a sub-advisor and model provider to other advisers and wrap programs.

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.

Nelson Lutz is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and bringing 20 years of industry experience. He previously worked at SunTrust Advisory Services and Suntrust Investment Services, Inc. Lutz is also a wealth advisor and investment advisor representative at Freedom Fiduciary Advisors and is an owner of TwoTwentyTwo Wealth, which he uses solely to collect compensation related to his advisory activities. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent financial advisors. The firm serves individuals, retirement plans, charitable organizations, corporations, and other business entities, offering a range of investment management, financial planning, and retirement services with access to both in-house and third-party solutions.

Joseph Jennings is a CFA® charterholder with 14 years of industry experience. He has been with Lowe, Brockenbrough & Company, Inc. since 1999. Brockenbrough provides discretionary and non-discretionary investment management and Outsourced Chief Investment Officer (OCIO) services to high-net-worth individuals, trusts, foundations, endowments, and other institutional clients. The firm manages approximately $4.3 billion in client assets and offers customized portfolios using both proprietary strategies and third-party managers, with a focus on coordination alongside clients’ trust, tax, and other advisors.

David Ellington is a financial advisor with StoneX Advisors Inc. in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with StoneX Advisors since 2016 and StoneX Securities since 2015. Outside of advisory activities, he is a member of BCES, LLC, a company that rents office space and shares office expenses. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services through independent advisors and an in-house Private Client Group. The firm uses a range of advisor-managed portfolios and third-party money managers to implement investment strategies with platforms such as Envestnet and Advyzon.

James Crooks Jr. is a financial advisor at Sequent Planning, LLC with one year of industry experience. He holds a Series 65 designation and has also worked at SurePoint Financial, LLC since 2013. Outside of advising, he serves as Vice President of Bridgeway Logistics, LLC, a last-mile delivery company, where he manages human resources and fleet operations. Sequent Planning, LLC is an SEC-registered investment adviser serving individuals, retirement plan sponsors, small and medium-sized businesses, endowments, and nonprofit organizations. The firm provides asset management, financial planning, access to third-party model managers, and comprehensive retirement-plan services through a network of approximately 97 investment adviser representatives.

Jody Bruce is a financial advisor with United Brokerage Services, Inc. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities LLC, Minnesota Life, Securian Financial Services, Virginia Asset Management, and Nationwide. He also serves as an agent with Midland National, focusing on fixed life insurance business. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, corporate pension and profit-sharing plans, and trust clients through various wrap fee and advisory programs. The firm primarily manages assets on a non-discretionary basis, with investment approaches tailored by advisor and program, and maintains affiliations with United Bank and Wells Fargo.

Richard Contelmo is a financial advisor at Simplicity Wealth with six years of industry experience. He holds a Series 65 designation and previously worked at Alphastar Capital Management, LLC. Contelmo is also involved with AMC and RAC Associates LLC and Cornerstone, where he serves as an agent for health, life, and annuities insurance. Simplicity Wealth serves a diverse client base including individuals, high-net-worth investors, retirement plans, corporate and institutional investors, as well as other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and provides advisory services alongside technology and operational support for advisers through its managed account platform.

John Bowers is a CFA® charterholder with 15 years of industry experience. He has been with Lowe, Brockenbrough & Company, Inc. since 2000. Brockenbrough provides discretionary and non-discretionary investment management and Outsourced Chief Investment Officer (OCIO) services to high-net-worth individuals, trusts, foundations, endowments, and other institutional clients. Founded in 1970, the firm manages approximately $4.3 billion in client assets and offers customized portfolios that integrate traditional and non-traditional asset classes through both proprietary strategies and third-party managers.

Roy Alexander is a financial advisor with Capitol Securities Management, Inc. in Springfield, VA, holding the PFS™ designation along with Series 63 and Series 65 licenses. He has 24 years of experience with Capitol Securities and has operated his own CPA practice since 1981, providing accounting and tax preparation services. In addition, he serves as treasurer of the West Springfield Professional Condo Association, managing financial statements and budgets. Capitol Securities Management serves individual, corporate, and charitable clients with brokerage and advisory services, comprehensive financial planning, and pension consulting. The firm offers access to a range of investment programs and utilizes a network of advisers to develop client-specific investment policies.

Martin King is a CFA® charterholder with six years of industry experience. He has worked at Brockenbrough since 2021 and previously held positions at Credit Suisse Securities USA LLC, the Darden School of Business Administration, and Xenith Bank. King serves on the board of directors for Green Top Sporting Goods, a sporting goods retailer. Brockenbrough provides discretionary and non-discretionary investment management and Outsourced Chief Investment Officer (OCIO) services to high-net-worth individuals, trusts, foundations, endowments, and other institutional clients. The firm combines traditional and non-traditional asset classes through proprietary strategies and third-party managers, managing approximately $4.3 billion in client assets as of December 2024.