Joan Valerie Smith

Antonio Batiste is a financial advisor at Avadim: Financial, Limited Liability Company with Series 63 and Series 65 credentials and over one year of experience in the financial services industry. His prior roles include positions at Northwestern Mutual Investment Management and JD Power via Kforce Staffing. Outside of his advisory work, he is involved with A Healthy Peace of Mind LLC, a business he has been associated with since 2024. Avadim: Financial provides financial planning and investment advisory services to individuals, families, and small-to-medium sized businesses, using a three-phase planning process combined with risk assessment to guide investment recommendations. The firm offers both non-discretionary advice and discretionary portfolio management only after clients complete its planning intake and serves working-class clients with a variety of payment options.

Benjamin Barbour is a financial advisor with Fountainhead Fiduciary, LLC, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Kalos Capital, Inc. and Arete Wealth Management, LLC. He is also a partner in Fountainhead Tax, LLC, where he provides tax planning and business operations oversight. Fountainhead Fiduciary, LLC is a state-registered investment adviser serving a limited number of clients with discretionary investment management, third-party manager selection, comprehensive financial planning, and estate-planning support. The firm employs a variety of fundamental, quantitative, technical, and macroeconomic strategies and offers insurance recommendations through an affiliated agency.

Edward Reynolds is the sole advisor at Deak Reynolds Company, an independent firm based in Lexington Park, MD. He holds a Series 65 designation and has 24 years of industry experience. In addition to his advisory role, Reynolds maintains a private law practice as a sole practitioner. Deak Reynolds Company provides discretionary investment management and limited consulting services to individuals and high-net-worth clients. The firm constructs personalized asset allocations using mutual funds, ETFs, and individual securities, employing a combination of fundamental, technical, charting, and cyclical analysis to support both long- and short-term investment strategies.

Abigail Waddell is a CFP® professional with four years of industry experience, currently serving as an advisor at BMSS Wesson Wealth Solutions. She has been with the BMSS family of firms since 2015, including BMSS, LLC and its affiliated entities. BMSS Wesson Wealth Solutions provides investment advisory and wealth management services to individuals, families, estates, trusts, charitable foundations, and institutional clients. The firm integrates investment management with accounting and consulting services through its parent company, BMSS LLC, and emphasizes tailored portfolio implementation supported by affiliated registered advisers and advanced reporting platforms.

Joseph Chavel is a financial advisor with Innovative Wealth Building LLC, holding a Series 65 designation and two years of industry experience. His prior work includes roles at NAVAIR and PAE, as well as service in the United States Marine Corps. Innovative Wealth Building LLC is a team-based registered investment adviser managing approximately $657 million in discretionary assets. The firm provides portfolio management, financial planning, and consulting to individuals, high-net-worth clients, and charitable organizations, employing long-term strategies grounded in fundamental analysis and modern portfolio theory.

Jennifer Hill is a financial advisor at Innovative Wealth Building LLC with 11 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at First Command Advisory Services and First Command. Hill is also an independent licensed insurance agent, occasionally offering insurance products to clients. Innovative Wealth Building LLC is a team-based registered investment adviser managing approximately $657 million in discretionary assets. The firm provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, and charitable organizations, employing long-term investment strategies grounded in fundamental analysis and modern portfolio theory.