Jonathan James Delp

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.

Timothy Wesling is a Certified Financial Planner® with 23 years of industry experience. He operates Wesling Financial Planning Services Corp., an independent firm based in Alexandria, VA. Wesling has been with Morgan Stanley DW Inc. since 2003. Wesling Financial Planning Services Corp. serves individual and high-net-worth clients with portfolio management, comprehensive financial planning, 401(k) and qualified-plan advisory services, as well as divorce-planning advice and tax preparation. The firm integrates investment advisory work with in-house tax and certified divorce-financial analysis services and manages client assets internally while providing discretionary trading authority and regular account reviews.

Christine Parker is a CFP® professional and the sole advisor at Parker Financial, LLC, an independent firm she has led since 2007, with a total of 19 years in the industry. She holds the Series 66 designation and is based in La Plata, MD. Parker Financial, LLC provides investment advisory and consulting services to individuals, trusts, estates, one-owner small businesses, charitable organizations, and select institutional clients. The firm employs a long-term, tax-efficient investment approach grounded in Modern Portfolio Theory and integrates environmental, social, and governance (ESG) considerations, primarily using low-cost passive ETFs, equities, and investment-grade fixed income.

Andrea Brashears Sampson is a CFP® professional with 12 years of experience in financial planning. She is the principal of Wise Financial Counsel, LLC and has previously worked at West Financial Services, Inc., Wealthcare Financial Group, Inc., and Omega Wealth Management. Outside of financial advising, she serves as president of GIGS Music Productions, LLC, which promotes songwriting and music distribution, and WE R WISE, Inc., a nonprofit focused on networking and professional development. Wise Financial Counsel, LLC provides fee-only financial planning, counseling, and strategic business planning services to individuals, families, small-business owners, and corporations. The firm emphasizes written financial plans and ongoing counseling rather than asset management or specific securities recommendations, and it offers public seminars and workshops as part of its client services.

I’m Dedrick Curtis, founder and lead planner at Penny Earned Financial. After dedicating 20 years to helping others improve their lives, I founded Penny Earned to provide honest, transparent financial guidance that truly puts people first. Too often, I saw traditional financial advising prioritize sales over solutions, and I knew there had to be a better way. As a Veteran and Military Spouse, I have a deep understanding of the unique financial challenges faced by those who serve. That’s why I specialize in working with service members, veterans, and anyone striving for a brighter financial future. As a CERTIFIED FINANCIAL PLANNER® professional, I’m committed to upholding the fiduciary standard, always acting in your best interests. My mission is to help you confidently navigate life’s financial decisions with clarity and purpose.

Michael Bryant is a financial advisor at First Perspective Capital LLC with one year of industry experience. He has worked at Digital Realty, Inc. since 2014, where he currently oversees datacenter operations for a publicly traded real estate investment trust. First Perspective Capital LLC provides discretionary portfolio management, financial planning, and pension and employee benefit plan consulting to individuals, high-net-worth clients, and corporate entities. The firm employs multiple methods of analysis and generally implements long-term trading strategies under discretionary authority, offering pension consulting services that include manager selection, monitoring, and written plan documentation.