In Person 2 Day Conference
We're Back at the University of Richmond Jepson Alumni Center this year!

Thursday, June 6th 7:30 AM - 5:00 PM

followed by Happy Hour/Reception

Friday, June 7th 7:30 AM - 4:00 PM

RETURNING: Wednesday, June 5th 4:00 PM to 6:00 PM CFP Ethics- Virtual

Jepson Alumni Center

442 Westhampton Way

Richmond, VA 23173

             Early Bird Rate:           

                   Current Member $325*                     

                   Non-Member $475*                     

After 4/30/24 Rate:

Current Member $375*

Non-Member $52




Please see presentations available for download by the speaker below


CFP CE Credits = up to 15 (including CFP Ethics)* ​
CPA CE Credits = up to 15 **
VA Insurance CE Credits = up to 3 (also CFP/VA Ins Ethics)*

*All sessions will be filed with the appropriate entities for CE credit. A listing of approved credits will be supplied to registered attendees prior to event. ​
** For other designations, including CPA, a CPE certificate will be provided for self-filing purposes or for attendees' records.

Thank you to our 2024 Marquis Forum Partner

Boomer Insurance


2024 Forum Guest Speakers

Meet the Lineup

Roben Farzad

Keynote Speaker, Host NPR Full Disclosure
Meet Roben

Jeff Levine, CPA/PFS, CFP®, AIF, CWS, MSA

Lead Financial Planning Nerd,
Meet Jeff

Karen Manna

Vice President, Fixed Income Client Portfolio Manager, Federated Hermes
Meet Karen

Bryan Gay

Owner, Boomer Insurance Group
Meet Bryan

Ryan Sullivan, CFP®, CRPC®, RCC

Vice President and Managing Director, Applied Insights Hartford Funds
Meet Ryan

Matt Wicker, CFA®

Vice President Dimensional Fund Advisors
Meet Matt

Melissa Kemp, CFP®, AEP®, CAP®, CNAP®

CFP Ethics Speaker, Founder, Blue Ocean Global Wealth
Meet Melissa

Jimmy Mouser, CMB®, AMP

Senior Director Mortgage Services, CapCenter
Meet Jimmy

John M. Mason, CFP®

President, Mason and Associates
Meet John

John D. Ellison, CFA®

Managing Member, Richmond Quantitative Advisors, LLC
Meet John

Mary Morris

Chief Executive Officer, Virginia529
Meet Mary

Sarah E. Brownlow

Partner, Virginia Estate & Trust Law
Meet Sarah

Jesse Lineberry

Financial Planning & Wealth Management, Program Virginia Tech
Meet Jesse

2024 FPA of CVA Forum Committee

A special thanks to the dedicated members of the Forum Committee. Planning for the forum begins a full year ahead of the event, and requires significant leadership and oversight from these committed individuals. Their responsibilities include identifying and soliciting potential partners, identifying speakers, scheduling and organizing the event, and so much more.

Kate Atwood

Alexis Grason

Weslie Green

Kristin Lindsay

Brittany McBride

Laura Pittman

Ben Raikes

Joey Stemmle


To volunteer for the 2025 Forum Committee, please contact 

2024 Chapter Platinum Partners

Jimmy Mouser
Marcus Schafer, CFP®
Lewis Williams
John Ellison
Angela Kelley
Sarah E. Brownlow

2024 Chapter Partners

Bryan Gay
Drew Mullarkey

2024 Forum Partners

Athena McGuire
Drew Mullarkey
Loretta Villacorta
Dustin Schneider