Julia Alderson

Kevin Hussey is a financial advisor at Heritage Wealth Management Group, Ltd, holding a Series 66 designation with 10 years of industry experience. He previously worked at First Trust Portfolios L.P. for nine years before joining Heritage Wealth Management Group. Heritage Wealth Management Group provides investment advice and financial planning to individuals, trusts, pension plans, banks, and institutions. The firm employs a macro-focused investment process that integrates fundamental, technical, and quantitative analysis, utilizing a wide range of asset classes and active management techniques.

John Monroe is a financial advisor at Monroe Capital Partners, LLC with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Capes Capital Management, Inc. since 2013. Monroe Capital Partners provides continuous investment supervisory services and individualized portfolio management to individuals, including high-net-worth clients, and charitable organizations. The firm’s investment approach emphasizes asset allocation and incorporates fundamental, cyclical, quantitative, and qualitative analysis, utilizing strategies such as margin and options within separately managed accounts.

Morgan Alley is a CFP® professional with 15 years of experience in financial advising. He is the sole advisor at MWA Investments, LLC and has worked as a partner at the law firm Dunton, Simmons & Dunton, L.L.P. since 1996, specializing in estate planning, estate administration, taxation, and corporate law. MWA Investments primarily serves trusts, typically those established by high-net-worth clients, providing investment management and trust administration tailored to the terms of each trust. The firm integrates estate planning and trust administration with discretionary investment management, emphasizing fundamental equity selection, long-term holdings, and a laddered fixed-income strategy.

Langston Washington is a financial advisor with WealthPlan Investment Management LLC, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Osaic Wealth, Inc., Brinker Capital Securities, and Fidelity Investments. Outside of advisory work, he is involved with Tidewater Capital, LLC, a property management business. WealthPlan Investment Management LLC provides financial planning, consulting, and investment management services to both individual and institutional clients, including high-net-worth individuals and retirement plans. The firm integrates quantitative and fundamental analysis with model-based portfolio construction and offers a range of strategies implemented through internal models, sub-advisers, and automated platforms.

William Mullins is a financial advisor with Interactive Financial Advisors, holding Series 63 and Series 66 credentials and 19 years of industry experience. His prior roles include positions at Fortune Financial Services, Brooklight Place Securities, Inc., Pinnacle Financial Planning, LLC, and Gwn Securities Inc. Outside of his advisory work, he is the varsity head soccer coach for Northumberland County Public School. Interactive Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, providing portfolio management, financial planning, and advisory consulting. The firm employs asset-allocation models spanning conservative to aggressive objectives, primarily using ETFs and mutual funds, and integrates Modern Portfolio Theory and risk profiling tools in its investment approach.

Linda Muse is a financial advisor at HBW Advisory Services LLC with 30 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Primerica Advisors and Primerica Financial Services for nearly three decades before joining HBW in 2023. HBW Advisory Services manages approximately $1.75 billion in client assets, providing asset management, financial planning, and consulting to individuals, families, charitable organizations, businesses, and retirement plans. The firm emphasizes a blended investment approach using third-party money managers and model portfolios, serving a broad client base through both retail and institutional channels.