Robert James Lawrence

William Hopke is a financial advisor at Ballardsville Investment Advisors with 10 years of industry experience. He holds a Series 65 designation and previously worked at Harvest Financial Group, LLC. Outside of advising, he co-owns Ballardsville Farm with his wife, where they engage in light farming activities. Ballardsville Investment Advisors offers investment management and financial planning services primarily to high-net-worth individuals, trusts, and estates. The firm employs an individualized asset-allocation approach incorporating fundamental, charting, and technical analysis, and is notable for sponsoring a wrap-fee program and using derivatives within separately managed accounts.

Kevin Hussey is a financial advisor at Oyster Creek Capital with 11 years of industry experience and holds a Series 66 designation. Prior to founding Oyster Creek Capital, he worked at First Trust Portfolios L.P. for nine years and Heritage Wealth Management Group for two years. Outside of his advisory role, he is involved with several LLCs, including ones related to land management and property holdings. Oyster Creek Capital is an independent advisory firm that specializes in discretionary investment management, primarily serving as a sub-adviser to third-party investment advisers. The firm focuses on structured investment strategies involving structured notes and related instruments, using rules-based approaches and managing portfolios organized into distinct composites.

Eric Rosenfeld is a financial advisor at Clear Capital Management LP in Gloucester, VA, holding a Series 65 designation with seven years of industry experience. He has been with Clear Capital Management since 2014. Clear Capital Management LP provides discretionary portfolio management and financial planning services to individuals, trusts, estates, and certain retirement and corporate plans. The firm uses proprietary quantitative models and a "Natural Selection" algorithm to manage diversified portfolios that may include ETFs, covered-call strategies, and selective IPO participation.

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.

Edward Dudley is a financial advisor at SEM Wealth Management with three years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining SEM Wealth Management in 2021, he worked at Charter Communications, L2P Financial Partners, and SB Financial Group. SEM Wealth Management is a registered investment adviser serving individuals, retirement plans, trusts, and other entities, primarily through referrals from other financial professionals. The firm manages about $920 million in client assets and uses tactical, dynamic, and strategic model programs based on technical and quantitative techniques to guide discretionary investment decisions.

John Doiron is a financial advisor at CL Wealth Management LLC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has been with CL Wealth Management since 2013. He is also the owner of Doiron Wealth Management LLC, a separate investment-related business based in Lanexa, VA. CL Wealth Management LLC is an SEC-registered multi-advisor firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers portfolio advisory services, financial planning, and access to third-party money managers, tailoring investment strategies through fundamental and technical analysis combined with custom model portfolios and periodic monitoring.