Gregory Baker

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.

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.

Emily Case is a financial advisor at Raymond James Financial with 12 years of industry experience. She holds a Series 66 designation and has worked at firms including Aetna and United Health Care. Outside of her advisory role, she is a partner in Case Study LLC, a support company she uses for administrative assistance and managing 1099 income, and an independent contractor selling essential oils through Young Living. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional entities, providing financial planning and non-discretionary investment consulting. The firm emphasizes tailored financial plans developed through client interviews and risk profiling, offering a range of implementation options including brokerage accounts and outside managers.

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.

Hubert Ramey III is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior work includes seven years at Lincoln Financial Securities Corporation. Outside of advisory work, he serves as president and volunteer for the Rotary Club of Lake Anna in Bumpass, VA. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing various account platforms and both discretionary and non-discretionary investment approaches.

John Duke is a ChFC® credentialed financial advisor with 50 years of industry experience. He currently works at LPL Financial and has held prior roles at Hilltop Securities Independent Network, Capitol Securities Management, and his own Duke Agency, which he has operated since 1993. Outside of his advisory work, he also manages an insurance agency. 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 range of financial planning and investment management solutions supported by an in-house research team, delivering services through a large network of investment adviser representatives.