Edward Ralph Dudley

William Hopke is a financial advisor at Ballardsville Investment Advisors with 10 years of industry experience. He holds a Series 65 designation and previously worked at Harvest Financial Group, LLC. Outside of advising, he co-owns Ballardsville Farm with his wife, where they engage in light farming activities. Ballardsville Investment Advisors offers investment management and financial planning services primarily to high-net-worth individuals, trusts, and estates. The firm employs an individualized asset-allocation approach incorporating fundamental, charting, and technical analysis, and is notable for sponsoring a wrap-fee program and using derivatives within separately managed accounts.

Shaobo Li is a financial advisor at Dominguez Wealth Management Solutions, Inc. in Williamsburg, VA, holding a Series 65 designation with seven years of industry experience. He has been with Dominguez Wealth Management Solutions since 2018 and previously worked at the College of William & Mary. Dominguez Wealth Management Solutions provides investment management, financial planning, consulting, and pension/401(k) plan services to individuals, pension plans, and corporate clients. The firm manages approximately $213 million for around 192 clients, employing a mix of analytical methods and active investment tools to develop individualized investment policies.

Jeffrey Dominguez is a CFP® and holds a Series 66 license with 16 years of industry experience. He is the president and sole shareholder of Dominguez Wealth Management Solutions, Inc., where he has worked since 2014. Prior to and concurrently, he has been associated with Purshe Kaplan Sterling Investments since 2014. Outside of advisory work, he serves as a board member for the Williamsburg Soccer Club and operates a tax preparation and analysis service. Dominguez Wealth Management Solutions serves individuals, including high-net-worth clients, as well as pension and corporate clients, providing investment management, financial planning, consulting, and tax services. The firm employs a range of investment strategies, including derivatives and leveraged positions, tailored to client objectives and risk tolerance.

John Doiron is a financial advisor at CL Wealth Management LLC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has been with CL Wealth Management since 2013. He is also the owner of Doiron Wealth Management LLC, a separate investment-related business based in Lanexa, VA. CL Wealth Management LLC is an SEC-registered multi-advisor firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers portfolio advisory services, financial planning, and access to third-party money managers, tailoring investment strategies through fundamental and technical analysis combined with custom model portfolios and periodic monitoring.

Robert Lawrence is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2010. Outside of his advisory role, he is a member of an LLC that owns his branch office. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Jason Blanchard is a financial advisor with Edward Jones in Williamsburg, VA. He holds the ChFC® designation along with Series 63 and Series 66 licenses and has 20 years of industry experience, all with Edward Jones since 2006. Outside of his advisory role, he is the managing member of Wooden Turtles LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large national presence with more than 23,700 financial advisors and 15,000 branch offices.