Ann Farrar

John Couric is the principal of Couric Financial and holds Series 63 and Series 65 licenses with 25 years of industry experience. His prior roles include positions at Providence Asset Management and Cetera Advisor Networks, and he currently serves as a director for the Organization of Indigenous Missions, a nonprofit. He is also an Enrolled Agent providing tax preparation and IRS representation through his separate businesses. Couric Financial Partners is a state-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, endowments, and businesses. The firm offers discretionary portfolio management and financial planning with a fundamental, long-term investment approach, utilizing mutual funds, ETFs, individual stocks, and other securities, alongside an automated portfolio option through Schwab Institutional Intelligent Portfolios.

James Benet is a financial advisor at Sowell Management with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Triumphant Portfolio Management, LLC and Sowell Management Services since 2016. Sowell Management serves a diverse client base including individuals, retirement plans, corporations, registered investment advisers, and institutions. The firm offers portfolio management, financial planning, retirement plan advisory, and other related services through an independent contractor model that supports tailored client service and uses model portfolios and third-party managers.

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.

Matthew Krycinski is a financial advisor at D.A. Davidson & Co. with 21 years of industry experience. His prior roles include positions at Truist Investment Services, Inc. and Bb&T Securities, LLC. He holds Series 63 and Series 65 credentials. Outside of his advisory work, he is a partner in a real estate business focused on rental property acquisition and management. D.A. Davidson & Co. offers investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm provides ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under the Advisers Act fiduciary standard.

Gerald Denney Jr. is a financial advisor with Kestra Advisory, holding the CFP® and ChFC® designations and bringing 37 years of industry experience. His prior roles include positions with LPL Financial, Ameriprise Financial Services, and Private Advisor Group. He serves as an Emeritus Board Director for the Loaves & Fishes Food Pantry and is President of the Board for his condominium association. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving large institutional investors including sovereign wealth funds.

James Martin is a financial advisor with Eagle Strategies (NY Life) holding the ChFC® designation and Series 63 license, with four years of industry experience. He has worked with Eagle Strategies and affiliated firms since 2021 and operates Country & Lake Life Financial Strategies, LLC, where he brokers insurance products. Martin serves as president of the SML Rotary Club for 2025-2026, a local organization supporting nonprofits and community initiatives in Bedford and Franklin County, VA. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions using third-party managers and model portfolios and operates as an indirect subsidiary of New York Life, integrating advisory services with affiliated insurance and broker-dealer capabilities.