Lea Anne Smith Creekmore

Robin Caldwell is a financial advisor at Navy Federal Investment Services, LLC with 20 years of industry experience. He holds the Series 66 designation and has worked within various entities affiliated with Navy Federal since 2000. His career has been focused entirely within the Navy Federal financial services network. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients by providing portfolio management, financial planning, and retirement-plan fiduciary services. The firm primarily delivers advice through managed advisory programs utilizing third-party portfolio managers and offers both layered portfolio solutions and automated ETF investment options.

Robert Woods is a financial advisor at AE Wealth Management, LLC with 14 years of industry experience. He holds a Series 65 credential and has been with AE Wealth Management since 2016. Woods also operates Woods Financial, where he works as an insurance agent involved in insurance and annuity sales. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors, operating primarily through discretionary model portfolios and a platform-based approach.

Christopher Dorsey is a financial advisor at Private Advisor Group, LLC with 17 years of industry experience. He holds the Series 66 designation and has worked at firms including Wells Fargo Advisors, Raymond James Financial Services, Charles Schwab, Edward Jones, and Heritage Wealth Management Group. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm uses a fiduciary-based advisory model incorporating technology platforms and a range of investment strategies, often implementing advice through third-party managers and turnkey asset management programs.

Ross Vari is a financial advisor at Fidelity with six years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe.

Kenneth Burgess Jr. is a financial advisor with Ameriprise Financial Services holding a Series 66 designation and five years of industry experience. His prior work includes roles at Edward Jones and Massfield & Sons. Outside of his advisory work, he is involved in farming through Mansfield & Sons LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that emphasize dependable income sources and tax-aware withdrawal strategies.

William Breon is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and previously worked at Spectrum Financial, Inc. He is also the founder of Will Breon (Brand), a clothing and apparel business involved in clothing design, social media content creation, and website inventory management. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions through a nationwide network of financial advisors and branch offices.