Amy Belcher

Marco Johnson is the principal of Intentional-Growth Advisors LLC and holds Series 63 and Series 65 licenses. He has 14 years of experience in the financial industry, including roles at Primerica Advisors and Primerica Financial Services. In addition to his advisory work, Mr. Johnson creates financial education content through his H.I.M.E. framework, producing videos, webinars, and newsletters aimed at improving public financial literacy. He also works full-time as a systems analyst at the Naval Information Warfare Center Atlantic. Intentional-Growth Advisors LLC is a fee-only, state-registered investment adviser serving individuals, families, trusts, foundations, small businesses, and retirement plans. The firm employs a blend of fundamental and technical analysis with active and passive strategies, incorporating behavioral-finance principles through its H.I.M.E. framework to develop personalized, non-discretionary portfolios.

Arie Korving is a CFP® with over 31 years of experience in the financial industry. He is currently a principal at Courage Korving Miller Partners, LLC, where he has worked since 2022, and previously operated Korving & Company LLC since 2010. Courage Korving Miller Partners, LLC provides discretionary and non-discretionary investment advisory services, financial planning, and retirement plan consulting to individuals, charitable organizations, and pension and profit-sharing plans. The firm customizes portfolios using a variety of investment strategies and analytical methods, and offers ongoing monitoring and reporting while generally recommending Schwab or Fidelity as custodians.

Ella Bourne is a financial advisor with Courage Korving Miller Partners, LLC, holding a Series 66 designation and 19 years of industry experience. She has worked at Korving & Company LLC since 2010 and joined Courage Korving Miller Partners in 2022. Courage Korving Miller Partners provides discretionary and non-discretionary investment advisory services, financial planning, and retirement plan consulting to individuals, charitable organizations, and pension and profit-sharing plans. The firm tailors portfolios using a range of investment strategies and typically recommends Schwab or Fidelity as custodians while offering ongoing monitoring and reporting.

Roy Runyon is a financial advisor at River Crescent Advisors, LLC with six years of industry experience. He holds a Series 65 designation and previously worked at Beacon Harbor Wealth Advisors, Inc. and The Gartman Letter L.C. Runyon serves on the Board of Trustees for Nansemond-Suffolk Academy. River Crescent Advisors, LLC provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm manages approximately $122.7 million in client assets and employs a fundamental, long-term investment approach using diversified model portfolios tailored to client goals and risk tolerances.

Stephen Korving is a CFP® with 21 years of industry experience and currently a principal at Courage Korving Miller Partners, LLC. He has been with Korving & Company LLC since 2010 and joined Courage Korving Miller Partners in 2022. Courage Korving Miller Partners provides investment advisory services, financial planning, and retirement plan consulting to individuals, charitable organizations, and pension and profit-sharing plans. The firm customizes portfolios using a variety of analytical methods and strategies, and offers ongoing monitoring and reporting while typically recommending Schwab or Fidelity as custodians.

Carter Moss is a financial advisor at MissionSquare Retirement with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at ICMA Retirement Corporation since 2014. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofits by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice with investment strategies developed by Morningstar Investment Management.