Jeremy Lynch

Robert Martini is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at Martini Financial Services, Inc. and Madison Avenue Securities, Inc., among other firms. Outside of advisory work, he is involved in the sales and service of fixed insurance products through Martini Financial Services. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides continuous asset management, financial planning, and retirement plan consulting, utilizing a range of portfolio management approaches and access to third-party manager programs and credit solutions.

Steven Bartholomew is a CFP® professional at Edward Jones with 19 years of experience in the financial industry. He has been with Edward Jones since 2006. Outside of his advisory role, he is the owner of Knob Hill Properties LLC, a business involved in rental property management. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services supported by a nationwide network of more than 23,700 financial advisors.

Harrison Bowlin is a financial advisor at Edward Jones with 14 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations. His prior roles include positions at Royal Alliance Associates, Bowlin Financial, SIGNATOR, and John Hancock SII. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of investment strategies, including discretionary wrap fee programs and separately managed accounts. The firm manages over $1 trillion in assets and operates a large national network of advisors and branch offices.

Jackson Moseley is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held positions at Lake Country Home Center, Absolute Storage Management, Virginia Tech, and Home Depot. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient overlays, supported by a large nationwide network of financial advisors and branch offices.

Jeremy Creedle is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Pointe Realty Group and High Point University. Creedle also serves as a financial advisor at Virginia Asset Management and is involved in the sale of fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered adviser that provides investment management, financial planning, and retirement services through a large network of independent advisors. The firm serves individual, corporate, charitable, and institutional clients with a range of portfolio management options and model portfolio strategies.

Steven Tanner is a financial advisor at OSAIC with 29 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. Tanner has worked at several firms, including Select Brokers, Ascend Financial Services, Minnesota Mutual, and Virginia Asset Management, each for about 20 to 30 years. Outside of his advisory role, he operates a sole proprietorship selling fixed insurance products and serves as a member of an LLC investing in real estate. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and third-party managers to construct diversified portfolios across various asset classes.