Gerald Howard Denney Jr.

John Couric is the principal of Couric Financial and holds Series 63 and Series 65 licenses with 25 years of industry experience. His prior roles include positions at Providence Asset Management and Cetera Advisor Networks, and he currently serves as a director for the Organization of Indigenous Missions, a nonprofit. He is also an Enrolled Agent providing tax preparation and IRS representation through his separate businesses. Couric Financial Partners is a state-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, endowments, and businesses. The firm offers discretionary portfolio management and financial planning with a fundamental, long-term investment approach, utilizing mutual funds, ETFs, individual stocks, and other securities, alongside an automated portfolio option through Schwab Institutional Intelligent Portfolios.

Ashley Owens is a financial advisor at 11 Financial with 14 years of industry experience. She holds a Series 66 designation and has previously worked at firms including CapFinancial Securities LLC and Benchmark Bank. In addition to her advisory role, she is a loan officer at Neighbors Bank. 11 Financial serves individuals, high-net-worth clients, and corporations by providing portfolio management and financial planning services. The firm employs a combination of fundamental and technical analysis along with modern portfolio theory to tailor investment strategies and risk tolerance, offering both discretionary and non-discretionary services.

Jon Dabareiner is a financial advisor with Lombard Advisers Incorporated, holding the ChFC® and Series 63 designations and bringing 37 years of industry experience. He has worked at Lombard Advisers since 2017, with prior roles at Lopez Wealth Management, LLC and Ameriprise. He serves on the board of the Smith Mountain Lake Boating Association, which promotes boating safety and boaters' rights. Lombard Advisers provides personalized investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses through a team-based approach. The firm offers both discretionary and non-discretionary portfolio management, employing various analytic methods and managing approximately $670 million in assets as of 2025.

Angeles Atkinson is a financial advisor at First Citizens Investor Services, Inc. with 19 years of industry experience. She holds Series 63 and Series 65 designations and has been with First Citizens Investor Services since 2005. Atkinson also serves as Board President of the Community Foundation of the Dan River Region, overseeing committee meetings and providing guidance to the Executive Director. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and corporate entities. The firm applies fundamental, quantitative, and technical analysis to manage client portfolios across various asset classes and offers a range of investment solutions including portfolio management, model portfolios, and tax-aware services.

Amy Stone is a financial advisor with Edward Jones in Hardy, VA, holding Series 63 and Series 66 licenses and 27 years of industry experience. She has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Michael Mayhew is a CFP® with 10 years of industry experience, currently serving as a financial advisor at OSAIC since 2025. Prior to this, he worked for Harris, Harvey, Neal & Co, Lincoln Financial Securities Corporation, Mainstay Financial, LLC, and Snead, Williams & Mayhew, PLLC. Outside of his advisory role, Mayhew is a partner and CPA at Harris, Harvey, Neal & Co LLP, serves on the board of The Claire Parker Foundation, and acts as a trustee for several family trusts. OSAIC serves a diverse client base, including retail and institutional investors, offering integrated brokerage and advisory services through a wide network of advisers and multiple platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated portfolio rebalancing, providing access to various investment products and third-party managed-account solutions.