Amy Goad Wells

Brandon Blankenship is a financial advisor at Sequent Planning, LLC with 10 years of industry experience. He holds the Series 63 and Series 65 designations and has worked as an insurance agent since 2015. Outside of his advisory role, he owns an online home decor store on eBay. Sequent Planning, LLC serves individual clients, retirement plan sponsors, businesses, endowments, and nonprofits by providing asset management, financial planning, and retirement plan services. The firm employs a structured risk framework and offers a combination of firm-developed investment models, third-party managers, and customized allocations.

Jon Dabareiner is a financial advisor with Lombard Advisers Incorporated, holding the ChFC® and Series 63 designations and bringing 37 years of industry experience. He has worked at Lombard Advisers since 2017, with prior roles at Lopez Wealth Management, LLC and Ameriprise. He serves on the board of the Smith Mountain Lake Boating Association, which promotes boating safety and boaters' rights. Lombard Advisers provides personalized investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses through a team-based approach. The firm offers both discretionary and non-discretionary portfolio management, employing various analytic methods and managing approximately $670 million in assets as of 2025.

Emily Young is a financial advisor at Truist Advisory Services with 17 years of industry experience. She holds a Series 66 designation and has worked at SunTrust Advisory Services and Suntrust Investment Services since 2015. Outside of her advisory role, she works as a delivery person for Roadie, Inc. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and manager relationships.

Christene Mcnew is a financial advisor with OSAIC Institutions, INC., holding Series 63 and Series 66 registrations and possessing nine years of industry experience. She has worked at Infinex Investments, Inc. since 2018 and previously spent time with LPL Financial, LLC in 2017. Mcnew also has a long-standing role at New Peoples Bank beginning in 2012. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a large network of adviser representatives. The firm combines a hybrid adviser/broker-dealer structure with a model that delegates investment analysis and account management to its advisers, offering both discretionary and non-discretionary advisory services along with access to alternative investments and lending solutions.

Charles Mitchell Jr. is a CFP® professional with 18 years of industry experience, currently serving at Truist Advisory Services since 2021. His prior roles include positions at Bb&T Securities, LLC and BB&T Investments. Outside of his advisory work, Mitchell owns several residential rental properties managed by third parties. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and consulting services supported by third-party platforms and emphasizes integrated inter-affiliate service arrangements.

Derek Layman is a CFP® professional with 15 years of experience, currently affiliated with Cetera. He has worked at Cetera and Cetera Wealth Services, LLC since 2015 and also operates Layman Financial, a financial advisory and planning service. Outside of his financial career, he serves as a pastor at Christ Community Church and is vice chairperson of the board of Lake Christian Ministries. Cetera Investment Advisers LLC provides services through a nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services across various program structures and custodial relationships.