Ashley W 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 19 years of industry experience. She holds Series 63 and Series 65 designations and has been with First Citizens Investor Services since 2005. Atkinson also serves as Board President of the Community Foundation of the Dan River Region, overseeing committee meetings and providing guidance to the Executive Director. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and corporate entities. The firm applies fundamental, quantitative, and technical analysis to manage client portfolios across various asset classes and offers a range of investment solutions including portfolio management, model portfolios, and tax-aware services.

Michael Mayhew is a CFP® with 10 years of industry experience, currently serving as a financial advisor at OSAIC since 2025. Prior to this, he worked for Harris, Harvey, Neal & Co, Lincoln Financial Securities Corporation, Mainstay Financial, LLC, and Snead, Williams & Mayhew, PLLC. Outside of his advisory role, Mayhew is a partner and CPA at Harris, Harvey, Neal & Co LLP, serves on the board of The Claire Parker Foundation, and acts as a trustee for several family trusts. OSAIC serves a diverse client base, including retail and institutional investors, offering integrated brokerage and advisory services through a wide network of advisers and multiple platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated portfolio rebalancing, providing access to various investment products and third-party managed-account solutions.

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.

Dianna Burkholder is a financial advisor with Raymond James Financial Services Advisors, Inc. in Gretna, VA, holding Series 63 and Series 66 licenses and having 21 years of industry experience. She previously worked at Edward Jones for 11 years and has been associated with Wayfinder Wealth Management since 2020, where she is also the owner of a branding business called Light Money. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses comprehensive risk profiling and analytical tools to deliver non-discretionary planning tailored to client goals and offers a range of advisory programs and consulting services.