Charles Ramsey

Kristine Boelte is a CFP® with 23 years of industry experience. She is the principal of Boelte O'Hara Wealth Management, an independent advisory firm, and has previously worked with Purshe Kaplan Sterling Investments and Summit Brokerage Services. Outside of advisory services, she provides clients with fixed insurance advice as an insurance agent. Boelte O'Hara Wealth Management offers fee-based investment advisory and financial planning services to individuals, families, and high-net-worth clients. The firm manages approximately $16.8 million across 144 client relationships, providing customized portfolio management, financial planning, and qualified plan consulting using both fundamental and technical analysis.

Charles Russell IV is a financial advisor at Cambridge Investment Research Advisors with 10 years of industry experience. He holds the Series 66 designation and has worked at several firms, including Colorado Financial Service Corporation and James River Advisory, Inc. Outside of his advisory work, he is involved as an independent insurance agent. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing both model portfolios and individualized allocations.

Jenel Lynch is a Series 66-licensed financial advisor with Edward Jones, based in Chase City, VA. She has three years of industry experience, all with Edward Jones. Edward Jones serves more than four million individual and institutional clients with a full range of wealth management services. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Virginia Clay is a financial advisor at Edward Jones with 19 years of industry experience. She holds the CFP®, CFA®, and Series 66 credentials. Prior to joining Edward Jones in 2025, she spent 16 years at Morgan Stanley. Outside of advisory work, she is involved in land and plant conservation through Red Bud Conservation, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Skylar Fain is a financial advisor at Fidelity with Series 63 and Series 66 licenses and eight years of industry experience. Prior to joining Fidelity Investments in 2025, Skylar worked at Fidelity Brokerage Services LLC starting in 2017 and held positions at Uber and Citigroup. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm manages a variety of client types, including charitable funds and registered investment companies, and incorporates systematic methodologies and advanced technologies in its offerings.