| Robert Taylor | Acima Private Wealth | Richmond | Not listed | Percentage of assets |
| Sara Gochenour | Salomon and Ludwin | Richmond | Not listed | Percentage of assets |
| Scott Storey | 3chopt Investment Partners | Richmond | Not listed | Percentage of assets |
| Stuart Dillard | 3chopt Investment Partners | Richmond | Not listed | Percentage of assets |
| Thomas Rooney | Monument Advisers | Richmond | Not listed | Percentage of assets |
| Tina Hall | Bonwell Capital Management | Richmond | Not listed | Percentage of assets, Hourly |
| William Noftsinger | Alpha Omega Wealth Management | Richmond | Not listed | Percentage of assets, Hourly |
| Zachary Agenbroad | Godsey & Gibb Wealth Management | Richmond | Not listed | Percentage of assets |
| Zahraa Maksoud | Godsey & Gibb Wealth Management | Richmond | Not listed | Percentage of assets |