Amy Goad Wells

Brandon Blankenship is a financial advisor at Sequent Planning, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses. In addition to his advisory role, Blankenship owns and operates an online home decor store. Sequent Planning, LLC serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits by offering asset management, financial planning, third-party model access, and retirement-plan services. The firm employs a structured risk framework and delivers advisory services through a network of approximately 97 investment adviser representatives.

Jon Dabareiner is a financial advisor at Lombard Advisers Incorporated with 36 years of industry experience. He holds the ChFC® and Series 63 designations and has been with Lombard Advisers since 2017. Dabareiner serves on the board of the Smith Mountain Lake Boating Association, which focuses on boating safety and boater rights. Lombard Advisers provides personalized investment management services to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm offers a range of discretionary and non-discretionary portfolio management programs, employing fundamental, technical, charting, and cyclical analysis to construct and monitor client portfolios.

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. She holds Series 63 and Series 66 licenses and has eight years of industry experience. Her prior work includes roles at Infinex Investments, Inc., LPL Financial, LLC, and New Peoples Bank. Osaic Institutions serves individuals, charitable organizations, corporations, and retirement plans with a range of advisory and brokerage services. The firm offers customized financial planning, ERISA plan services, access to alternative investments, and lending solutions, with a notable focus on non-discretionary assets and integrated advisory and brokerage capabilities.

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.