Cory Hart

Michael Gourley is a financial advisor at Kingsview Wealth Management, LLC with 16 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 15 years. Outside of his advisory role, he is associated with Bowen Minerals, LLC, a mineral rights business. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serves a diverse client base including individuals, high-net-worth clients, pension plans, trusts, and charitable organizations. The firm combines advisor-led financial planning with model-based and separately managed strategies, offering a broad range of investment instruments and access to alternative investments through various platforms.

Jennifer Nease is a financial advisor with Truist Advisory Services, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. Prior to her current role starting in 2021, she worked at Bb&T Securities and BB&T Investment Services from 1999 to 2021. Outside of her advisory work, she owns a second home condo in Columbia, SC, which she occasionally rents. Truist Advisory Services is a large SEC-registered investment adviser and a subsidiary of Truist Financial, serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers both discretionary and non-discretionary investment solutions that combine firm-level model portfolios, third-party managers, and advisor-led asset allocation.

Autumn Morris is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, she worked at New College Institute from 2014 to 2018. Edward Jones is a full-service wealth management firm that serves over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors, offering a range of advisory programs and investment solutions under a fiduciary standard.

Charles Wimbish Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with LPL Financial since 2015 and previously worked at Hometrust Bank. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house Research team and a large network of investment adviser representatives.

Rebecca Stone is a financial advisor with LPL Financial in Martinsville, VA, holding a Series 66 designation and eight years of industry experience. She has been with LPL Financial since 2017 and previously worked at Kroger from 2015 to 2017. Additionally, she has been associated with Charles Wimbish and Associates since 2000. 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, combining large-scale advisory operations with a broad range of financial products and services.

Lori Frise is a financial advisor with Raymond James Financial in Martinsville, VA, holding a Series 66 designation and 18 years of industry experience. She has worked with Southern Oak Wealth Management, LLC, Coastal Lending Group, and JTB International and Global Advisory Group. Outside of her advisory role, she manages rental properties including an Airbnb listing. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored plans developed through client collaboration and a range of implementation options.