Ashley Owens

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.

Angeles Atkinson is a financial advisor at First Citizens Investor Services, Inc. with 18 years of industry experience. She holds Series 63 and Series 65 designations and has been with First Citizens Investor Services since 2005, having also worked at First Citizens Bank and Trust since 1999. She serves as Board President of the Community Foundation of the Dan River Region through 2025. First Citizens Investor Services provides investment advisory and brokerage services to a diverse client base, including individuals, trusts, charitable organizations, and pension plans. The firm combines risk- and outcomes-based asset allocation with discretionary management and third-party managers, leveraging its affiliation with a bank holding company to offer integrated banking resources alongside portfolio management and tax-aware services.

Tiffany Fath is a financial advisor at LPL Financial in Altavista, VA, holding Series 63 and Series 66 designations. She has worked at LPL Financial since 2016, with a break from 2020 to 2025 during which she was unemployed, and also has experience at First National Bank and Hudson Valley Federal Credit Union. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory product activities such as insurance and lending services.

Michael Mayhew is a CFP® with 10 years of experience in the financial services industry. He is currently affiliated with Osaic and has prior experience at Harris, Harvey, Neal & Co, Lincoln Financial Securities Corporation, Mainstay Financial, LLC, and Snead, Williams & Mayhew, PLLC. Outside of his advisory role, Mayhew serves on the board of The Claire Parker Foundation, which supports families affected by pediatric cancer. Osaic Wealth, Inc. is a large SEC-registered investment adviser and broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers access to a broad range of investment products and third-party managers.

Matthew Szabo is a ChFC® and Series 66 credentialed financial advisor with Edward Jones in Gretna, VA. He has seven years of industry experience, including five years at Liberty University before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, including access to separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Randy Cassidy is a financial advisor at Edward Jones with 24 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2001. Outside of his advisory role, he is a co-owner of a timeshare unit in Virginia Beach, VA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, complemented by affiliated mutual funds and tax-efficient services.