Emily Anne Case

Ronald Schiel Jr. is a CFP® professional with 23 years of industry experience. He is the sole advisor at Aloft Financial and has previously worked at UBS Financial Services and Equitable Advisors. In addition to his advisory role, he owns and operates Northwest Tax Choices, providing tax return consulting and preparation services. Aloft Financial serves a diverse client base including individuals, family businesses, corporations, and not-for-profits, offering comprehensive wealth management that integrates investment advisory, retirement and financial planning, strategic tax planning, and related services. The firm’s investment approach balances growth-oriented equity exposures with risk mitigation through diversified asset allocations tailored to client preferences.

Michael Relvas is a CFP® professional with 19 years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities. His career has involved multiple roles at both Guardian Life and Park Avenue Securities dating back to 2008. Outside of his advisory work, he operates MR Insurance Consultants, focusing on the sale of fixed life and disability insurance products. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, access to proprietary and third-party advisory solutions, and a range of financial planning and consulting services.

Frank Oley Sr. is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 credentials and possessing 29 years of industry experience. He has been with Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2007. Outside of his advisory role, Oley operates several life insurance brokerage businesses, including his own firm, 1847 Financial, providing financial services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, employing a variety of asset management arrangements and custodial capabilities.

Michael Jordan is a financial advisor with Edward Jones in Louisa, VA, holding a Series 66 credential and six years of industry experience. Prior to joining Edward Jones in 2020, he worked at Transamerica from 2015 to 2020. Outside of his advisory role, he is involved in the music industry as a guitar player in the band Four Thirty Four and co-owner of FTF Music LLC, overseeing band operations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Gregory Baker is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been part of the financial services industry since 1982 and joined Merrill in 2008. Gregory specializes in creating personalized wealth management strategies that align with clients' long-term financial goals. His approach integrates insights from Merrill's investment expertise and the banking and lending solutions of Bank of America. Gregory holds a Bachelor of Science in Finance from George Mason University and an associate's degree from the University of Virginia. He has earned the Certified Investment Management Analyst® (CIMA®) designation from the Investments & Wealth Institute and holds the Personal Investment Advisor (PIA) credential. Gregory has been recognized as a Merrill Lynch Managing Director-Wealth Management and has been named to Barron's Top 1,200 Financial Advisors each year from 2015 to 2022. Additionally, he has appeared on Forbes' Best-in-State Wealth Advisors list from 2018 through 2022. In addition to his professional work, Gregory is involved in his local community through participation with the Lake Anna Civic Association, reflecting his commitment to community engagement.

David Drullard is a financial advisor with LPL Financial in Montpelier, VA, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. His prior roles include positions at Wells Fargo Clearing, RBC Capital Markets, and Advest, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, with a broad platform that includes model portfolios, third-party asset management, and institutional solutions.