Jerome Maurice Newbill Jr.

Christopher Farver is the principal advisor at MacroEdge Capital, LLC, an independent registered investment adviser. He holds the Series 66 designation and has 19 years of industry experience, including roles at Triad Advisors, Inc., Claris Financial, and LPL Financial. He is also a licensed insurance agent and offers insurance products in addition to his advisory services. MacroEdge Capital, LLC provides discretionary portfolio management to individuals, high net worth clients, and business entities. The firm uses a macroeconomic approach to asset allocation across ETFs, stocks, and fixed income, combining fundamental and technical analysis to manage portfolios tailored to clients’ risk tolerance and investment horizons.

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.

Patrick Finch is a financial advisor with PNC Wealth Management in Mechanicsville, VA, holding a Series 66 designation and eight years of industry experience. His prior experience includes roles at Truist Advisory Services, BB&T Securities, and public sector positions with Richmond City and Henrico County. PNC Wealth Management offers retail brokerage and advisory services through model-based investment programs, including a proprietary digital discretionary model account available by invitation to PNC Bank employees. The firm utilizes algorithm-driven portfolio strategies implemented with mutual funds and ETFs, with third-party delegation for portfolio execution and proxy voting.

Melinda Lassiter is a financial advisor with Principal Financial Services, holding Series 65 and Series 63 licenses and bringing 24 years of industry experience. She has been with Principal Life Insurance Company and Princor Financial Services Corporation since 2001. Lassiter also serves as a bank officer for Principal Bank and Principal Trust Company, supporting retirement plan account relationships across insurance, broker-dealer, and trust offerings. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individual investors, retirement plans, trusts, and corporations. The firm offers direct advisory programs, financial planning, and access to third-party money managers through various advisory and promoter arrangements.

David Evans is a financial advisor at Integrity Alliance, LLC, holding a Series 65 designation. He has been with Integrity Alliance since 2026 and has 18 years of experience in the insurance industry through Evans Insurance. He also owns Evans Advisory Group, which operates as the securities arm of his practice, keeping his investment and insurance services separate. Integrity Alliance, LLC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisors. The firm offers a range of investment management and consulting services, utilizing both advisor-managed and model-based portfolios with various asset allocation strategies.

Lisa Braden is a financial advisor at &PARTNERS with 28 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Wells Fargo Clearing, WELLS FARGO Advisors, LLC, and First Clearing. Outside of her advisory role, she co-owns and manages a rental property with her spouse. &PARTNERS serves a broad mix of individual and institutional clients, offering both investment advisory and brokerage services along with financial planning, ERISA consulting, retirement plan management, and investment banking. The firm employs a mix of proprietary and third-party investment strategies and operates as both a registered investment adviser and a broker-dealer.