Emily Case

Ronald Schiel Jr. is a CFP® professional with 22 years of industry experience, currently operating as the sole advisor at Aloft Financial. He is also the owner and CPA of Northwest Tax Choices, providing tax return consulting and preparation services since 2010. Ronald has been involved with Northwest Financial Choices LLC, an investment advisory firm, though he plans to wind down that business within the next year. Aloft Financial offers comprehensive wealth management services to individuals, family businesses, corporations, nonprofit organizations, and various plans and trusts. The firm’s investment approach focuses on growth-oriented equity exposure balanced with risk mitigation through diversified asset allocations tailored to client needs.

Michael Relvas is a CFP® professional with 19 years of experience in the financial services industry. He is currently affiliated with Primerica Advisors and has an extensive work history with Guardian Life Insurance and Park Avenue Securities. Outside of his advisory role, he operates MR Insurance Consultants, which sells fixed life and disability insurance products. Primerica Advisors serves a broad retail client base, offering both brokerage and fee-based advisory services, including financial planning and retirement consulting. The firm employs a mix of proprietary and third-party investment strategies and supports a variety of account-level services.

Frank Oley Sr. is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Hornor, Townsend & Kent since 2007 and also serves as an agent for Penn Mutual Life Insurance Company. Outside of his advisory role, he operates several life insurance brokerage businesses, including Oley Financial and 1847 Financial, providing insurance sales and related services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory services that emphasize client-directed implementation and oversight, primarily on a non-discretionary basis. The firm combines financial planning, consulting, and third-party asset manager platforms to deliver its investment approach.

Michael Jordan is a financial advisor at Edward Jones with a Series 66 designation and five 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 a band and co-owner overseeing operations of the band business. 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 large 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.

Deborah Graves is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 credentials and over 40 years of industry experience. She has been with UBS since 2005. Outside of her advisory role, she serves as the successor trustee and beneficiary of a family trust, managing distributions and care provisions according to trust guidelines. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients. The firm offers a combination of financial planning, portfolio management, and capital markets services, utilizing proprietary research and model-based asset allocations to tailor client solutions.