Jerome Maurice Newbill Jr.

Christopher Farver is a Series 66-licensed financial advisor with 19 years of industry experience. He is the principal of MacroEdge Capital, LLC, an independent firm he has led since 2026. His prior experience includes roles at Triad Advisors, Inc., Claris Financial, LPL Financial, and Ameriprise. In addition to his advisory work, Farver is a licensed insurance agent. MacroEdge Capital, LLC provides discretionary portfolio management to individuals, high net worth clients, and business entities. The firm uses a macroeconomic approach combined with fundamental and technical analysis to manage ETF, stock, and fixed income allocations aligned with clients’ risk tolerance and time horizon.

James Donlin is a financial advisor with East West Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His career includes roles at Marriott Securities, Capitol Securities Management, and Oyster Consulting, where he provides audit, compliance, and management consulting to financial services firms. Donlin also serves as a director for Love Like That, Inc., a non-profit marriage ministry offering counseling services. East West Investment Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, small businesses, and charitable organizations. The firm offers a firm-sponsored wrap fee program and employs a discretionary portfolio management approach that incorporates fundamental and technical analysis along with economic, political, and geopolitical considerations.

Holly Sharp is a financial advisor at Prospera Financial Services, Inc. with 22 years of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial, Wealthcare Capital Management, Capitol Securities Management, and Merrill. Sharp provides administrative support to Wealthcare Advisory Partners, an independent investment advisor firm. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities through a range of financial planning and portfolio management services, utilizing multiple advisory programs and third-party platforms.

Craig Dean is an advisor with Kestra Advisory who holds Series 63 and Series 66 designations and has 32 years of industry experience. He has been with Kestra Advisory since 2016 and has prior experience with Sterling Asset Management and Securities America Inc. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse clientele, including institutional and individual clients. The firm’s services include fiduciary consulting, plan-level investment advice, and pooled plan solutions, serving a wide range of clients including very large institutional investors such as sovereign wealth funds.

Patrick Finch is a Series 66 licensed financial advisor with nine years of industry experience. He currently works at PNC Wealth Management and has previously held roles at Truist Advisory Services, Truist Investment Services, BB&T Securities, and local government positions in Richmond City and Henrico County. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees. The firm uses algorithm-driven risk assessments and implements portfolios via approved strategies with mutual funds and ETFs, delegating execution and proxy voting to third parties.

Melinda Lassiter is a financial advisor at Principal Financial Services with 24 years of industry experience. She holds Series 63 and Series 65 designations and has been affiliated with Principal Life Insurance Company and Princor Financial Services Corporation since 2001. Lassiter is also a designated bank officer supporting Principal retirement plan account relationships across insurance, broker-dealer, and bank/trust offerings. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.