Gregory Michael Baker

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.

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.

Emily Case is a financial advisor with Raymond James Financial who holds a Series 66 designation and has 13 years of industry experience. She has previously worked with Aetna and United Healthcare and is involved as an independent contractor with Young Living, selling essential oils. She is also a partner in Case Study LLC, a support business through which she employs her assistant and manages 1099 income. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored non-discretionary planning and consulting using risk profiling and analytical tools and supports municipal and public-finance work through its affiliation with a municipal advisor.

Hubert Ramey III is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 credentials and has 28 years of industry experience. His prior work includes roles at Lincoln Financial Securities Corporation and MSI Financial Services, Inc. He is actively involved with the Rotary Club of Lake Anna, serving as its president. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and offers a range of platform options and proprietary model strategies.

John Duke is a financial advisor at LPL Financial with over 50 years of industry experience. He holds the ChFC® and Series 63 designations. His career includes prior roles at Hilltop Securities Independent Network and Capitol Securities Management, along with managing the Duke Agency since 1993. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services with access to model portfolios, third-party asset management, and institutional platforms.