Nancy Sides

John Light is a financial advisor at Graves Light Lenhart with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing Services. Outside of his advisory role, he serves as executor and trustee for family trusts and manages a family farm in Virginia. Graves Light Lenhart provides financial planning, consulting, discretionary investment management, and retirement-plan consulting to individuals, high-net-worth clients, and institutional entities. The firm employs a top-down investment approach with strategic asset allocation, using ETFs and individual stocks, and integrates portfolio management with comprehensive wealth-planning services.

Ricardo Harmsen is a financial advisor at Kingswood Wealth Advisors, LLC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Blackridge Asset Management, Cantella & Co., Inc., and Wells Fargo Advisors. Harmsen operates a DBA business, Outer Banks Wealth Management, LLC. Kingswood Wealth Advisors serves a diverse client base including individuals, corporations, pension plans, nonprofits, and institutional investors. The firm employs an open-architecture investment approach that customizes strategies to client goals and risk tolerance, offering both discretionary and non-discretionary portfolio management along with consulting services.

Murphy Coble Jr. is a CFP® with 45 years of industry experience, currently serving at Geneos Wealth Management, Inc. since 2002 and leading Coble Wealth Management Inc. since 2007. His background includes ownership of a timber harvesting business, a home improvement business, and management of Westwood Lodge & Hunt Club LLC. Geneos Wealth Management serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services with a variety of portfolio strategies and analytic approaches.

William Ramette is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes over a decade at Morgan Stanley Private Bank and Morgan Stanley Smith Barney prior to joining Rockefeller Capital Management and Rockefeller Financial LLC in 2025. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm integrates wealth, trust, and insurance services and offers access to alternative and private investments through a comprehensive platform.

Brock Mumford is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 12 years of industry experience. His prior work includes roles at Bank of America, Columbia Management, and Ameriprise Financial from 2006 to 2017, as well as brief positions at Element Funding and Southtown Watersports. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team, with flexible delivery options ranging from financial planning to third-party asset management.

Thomas Olson is a financial advisor at Robert Baird & Co. with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Robert Baird & Co. since 1993 and Northwestern Mutual Investment Services since 2001. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides tailored consulting and portfolio services, including discretionary and non-discretionary management, using a range of strategies from traditional equity and fixed income to more complex approaches.