Kevin Patrick Hussey

John Monroe is the principal advisor at Monroe Capital Partners, LLC in Irvington, VA, holding Series 63 and Series 65 licenses with 25 years of industry experience. His prior roles include positions at Capes Capital Management, Inc. and Chesapeake Wealth Management. Monroe Capital Partners, LLC is an independent investment adviser serving individuals, including high net worth clients, and charitable organizations. The firm focuses on strategic asset allocation and incorporates margin and options strategies within tailored portfolios.

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 Series 66-licensed advisor at WealthPlan Investment Management LLC with eight years of industry experience. His prior roles include positions at Brinker Capital Securities, Fidelity Investments, and Ameriprise Financial Services. Outside of his advisory work, he is involved with Tidewater Capital LLC, a property management company. WealthPlan Investment Management LLC is an SEC-registered advisory firm with a team of 29 professionals managing approximately $2.18 billion in assets. The firm offers comprehensive financial planning and investment management services to individuals, high-net-worth clients, retirement plans, trusts, corporations, and institutional clients, utilizing model-based strategies and a diverse range of investment vehicles.

Caitlin Allard is a CFP® with five years of industry experience, currently serving as an advisor at The Wealth Consulting Group. She previously worked at Sentinel Wealth Management, The Legacy Foundation, and Abaco Systems. Outside of her advisory role, she serves on the advisory board of the local YMCA, where she assists with community outreach and membership efforts. The Wealth Consulting Group is an SEC-registered wealth management firm that serves individual clients, corporate clients, retirement plans, and trusts. The firm offers discretionary portfolio management, financial planning, and access to third-party money managers, employing a mix of active and passive strategies alongside proprietary algorithmic services and legal implementation support.

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.

Joshua Long is a CFP® and holds a Series 66 license with six years of industry experience. He has worked at Davenport & Company LLC since 2020 and previously spent four years at Christopher Newport University. Outside of his advisory role, he serves as Treasurer for the Millburn Property Owners Association. Davenport & Company LLC serves individual and institutional clients, offering asset management, retail brokerage, fixed income, public finance, and investment banking services. The firm’s investment approach includes dedicated portfolio manager teams and a Manager Research team that oversees a range of strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.