Mark Mellon

Brandon Blankenship is a financial advisor at Sequent Planning, LLC with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has worked as an insurance agent since 2015. Outside of his advisory role, he owns and operates an online home decor business. Sequent Planning, LLC is an SEC-registered advisory firm serving individuals, including high-net-worth clients, and retirement plan sponsors, managing approximately $394.7 million in assets. The firm offers discretionary asset management, comprehensive and limited-scope financial planning, and retirement plan consulting, implementing client portfolios primarily through ETF-based strategic models.

James Benet is a financial advisor at Sowell Management with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Triumphant Portfolio Management, LLC and Sowell Management Services since 2016. Sowell Management serves a diverse client base including individuals, retirement plans, corporations, registered investment advisers, and institutions. The firm offers portfolio management, financial planning, retirement plan advisory, and other related services through an independent contractor model that supports tailored client service and uses model portfolios and third-party managers.

Jon Dabareiner is a financial advisor at Lombard Advisers Incorporated with 36 years of industry experience. He holds the ChFC® and Series 63 designations and has been with Lombard Advisers since 2017. Dabareiner serves on the board of the Smith Mountain Lake Boating Association, which focuses on boating safety and boater rights. Lombard Advisers provides personalized investment management services to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm offers a range of discretionary and non-discretionary portfolio management programs, employing fundamental, technical, charting, and cyclical analysis to construct and monitor client portfolios.

Emily Young is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 16 years of industry experience. She has worked at SunTrust Advisory Services since 2016 and SunTrust Investment Services since 2015. Outside of her advisory role, she is involved with delivery services through a position at Roadie, Inc. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a range of discretionary and non-discretionary investment solutions that integrate model portfolios, third-party managers, and advisor-led asset allocation, supported by extensive research and various operational programs.

Matthew Krycinski is a financial advisor at D.A. Davidson & Co. with 21 years of industry experience. His prior roles include positions at Truist Investment Services, Inc. and Bb&T Securities, LLC. He holds Series 63 and Series 65 credentials. Outside of his advisory work, he is a partner in a real estate business focused on rental property acquisition and management. D.A. Davidson & Co. offers investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm provides ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under the Advisers Act fiduciary standard.

James Martin is a financial advisor with Eagle Strategies (NY Life) holding the ChFC® designation and Series 63 license, with four years of industry experience. He has worked with Eagle Strategies and affiliated firms since 2021 and operates Country & Lake Life Financial Strategies, LLC, where he brokers insurance products. Martin serves as president of the SML Rotary Club for 2025-2026, a local organization supporting nonprofits and community initiatives in Bedford and Franklin County, VA. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions using third-party managers and model portfolios and operates as an indirect subsidiary of New York Life, integrating advisory services with affiliated insurance and broker-dealer capabilities.